April 2024

3000g-24

Beijing Auto Show Flash Report
The 18 th Beijing International Automotive Exhibition

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Contents
2024 Beijing Auto Show Flash Report
Introduction ≫4

Key Insights ≫10

Key Trends ≫

13

▪
▪
▪
▪

Intelligent Cockpit
Digital chassis and architecture
Electrification
ADAS

Next Steps ≫22▪ How We Help – Consulting Support▪ How We Help – Off-the-shelf Research
Reports

Contact Us ≫25

Total number of pages - 25

Introduction
A brief introduction to Beijing Auto Show and the report

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Introduction

The 18 th Beijing International Automotive Exhibition
The 18th Beijing International Automotive Exhibition is the first A-level auto show in China
this year, themed “Driving to Smart Mobility". It focuses on showcasing the innovative
achievements of the automotive industry. Among them, there are 117 vehicle debuts, 30
vehicle debuts from multinational companies, 41 concept cars, and 278 new energy vehicles.
Against the backdrop of transformation in the automotive industry, consumers are placing
higher demands on vehicle intelligence and new energy types. Cross-border cooperation inareas such as chips and batteries has become an important force driving the rapid
development of the automotive industry. At the 2024 Beijing Auto Show, companies along thechip and battery supply chains exhibited.

Report Focus
SBD's 2024 Beijing Auto Show report will focus
on the new vehicle models, trends, andtechnologies showcased at the exhibition, while
also analyzing how they will influence thedevelopment of the automotive industry.

SBD China sent three team members to the exhibition, including product experts and analysts
from the SBD China office, to observe the show firsthand.

SBD Event Report Series
The SBD Event Report provides
comprehensive insights into the full scope ofwhat the Barcelona event offers theautomotive industry, taking a deep dive into
its reveals and trends, alongside key talking
points, announcements and in-depth
analysis.
MWC 2024 is part of a Premium Event
Report Series also including CES and Beijing
Auto Show.

55

Introduction

Year by year comparison

How did Beijing Auto Show 2024 compare to previous years?

2016

2018

2020

Innovation Reform

Define the newautomotive lifestyle

Leading the Futurewith Intelligence

Driving to Smart
Mobility

Number of
Attendees

825K

820K

530K

TBA

Number of
Exhibitors

1600

1200+

1000+

1500+

Theme

Top themes•

BEV make their debut.

•

•

•

Smart connectivity andautonomous driving maketheir first appearance.

New energy was the main
theme of the auto show.

Features on Demand
services.

•

Domestic OEMs begin totransform and upgrade.

••

Smart and connectedvehicles.

Augmented Reality
technology is integrated
into vehicles.

•

Biometric technology is
integrated into vehicles.

HD-maps are used in
vehicles.

•Level 1 autonomous driving
is introduced.

Advanced driving assistancefeatures.

•

Battery swapping becomesa new business model.

••

6*Apr.25th-May.4th, 2024

2022

2024*

•

Cancelled due to
COVID-19 Pandemic

•
•
•
•
•
•
•
•

Large language models
enhance the cabin.
Penetration of AR-HUD
increases.
Cabin control is further
delegated to rear seat screens.
Availability of rearview
cameras increases.
Digital chassis.
Integrated cabin and ADAS
domain controllers.
Availability of 800V platforms
increases and prices decline.
Charging networks expand.
End-to-end large language
models.

6

Introduction

OEMs

OEMs

7
7

Introduction

OEMs

OEMs

8
8

Introduction

Suppliers

Suppliers

99Key Insights
Key insights from the 2024 Beijing Auto Show

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Key Insights

Key Insights (1/2)
Can traditional fuel-power vehicles still dominate
the market?

Audi Q6 e-tron premiered

Volkswagen’s Tiguan L Pro premiered▪ The automotive market in China has undergone big changes in recent years, driven
by the rise of new energy vehicles. At this auto show, 278 new energy vehicle
models were exhibited, representing a 70% increase compared to 2020. Amongthe new models, over 80% were new energy vehicles, with nearly 20 new energy
brands making their first appearance, including Li Auto, Leapmotor, R, Xiaomi,
Deepal, and Skyworth.
▪ For international automakers, amidst the surge of new energy vehicles, they have
all unveiled their new energy models at this auto show. Mercedes-Benz presented
the electric EQG, Porsche showcased the Taycan and Macan EV, Audi premiered
the Q6 e-tron, and BMW introduced pure electric, plug-in hybrid, and hydrogenfuel cell models.
▪ For ICE models, Volkswagen’s Tiguan L Pro and the new generation of Magotan
captured attention, both with the new ID OS 2.0 infotainment system and DJI
intelligent driving. New energy vehicles in the global market have been downturned.
Automakers announced delays in their electrification processes, the question
remains whether Chinese automakers can continue their new energy development
amidst this wave of change.
11

The reshuffling of automotive companies isbeginning

HiPhi was absent from this year's auto show

Leapmotor’s booth▪ In 2020, both Li Auto and Xpeng were absent from the auto show. Li Auto has now
become one of the few profitable automakers, while Xpeng has gradually found its
footing and introduced the C16 model at this year's show.
▪ HiPhi made its debut at the 2020 Beijing Auto Show and launched its third model
during last year's Shanghai Auto Show and announced plans to expand internationally.
However, HiPhi announced a six-month halt in production at the beginning of 2024
and was absent from the 2024 Beijing Auto Show. Other new energy vehicle startups
facing similar challenges include WM Motor, Aiways and Enovate.
▪ Among traditional foreign-owned or joint venture automakers, Subaru, Peugeot,
Citroen, Jeep, Mitsubishi and Skoda were absent. Some have already exited theChinese market. Others are facing operational difficulties.

11Key Insights

Key Insight (2/2)
Automotive companies start to open up cooperation
to promote mutual success

Cooperation between Lotus and NIO

Cooperation between HUAWEI and Chang’an▪ An increasing number of automotive companies are engaging in open cooperation to
integrate smart platforms, electric platforms and charging infrastructure. Furthermore,collaborative efforts among automotive companies increase the possibility of securing
investments, which helps their overall development.
▪ At the 2024 Beijing Auto Show, Lotus and NIO announced cooperation in battery designfor charging and swapping infrastructure, as well as battery asset management andoperation. By 2023, Lotus had already joined hands with Volvo, Polestar and Jaguar
Land Rover to establish the Flash Charge Alliance. The Alliance aims to provide users
with more efficient and convenient charging experiences.
▪ Previously, Huawei and Chang’an had signed a memorandum of investment
cooperation with the intention to establish a company focusing on the research, design,and sales of intelligent systems and components, with Chang’an expressing interest ininvesting in the company.
▪ Following the cooperation announcement between Volkswagen and XPeng in mid-2023,
the two companies continued to deepen their collaboration at the beginning of 2024.
The cooperation strengthen their electric mobility, digitization, and autonomous driving
capabilities. They also announced plans to jointly develop two mid-sized vehicles,
expected to be launched in 2026.

12

The update of three electrical systems

Geely's 11-in-1 intelligent electric drive

Cylindrical ternary lithium battery cells▪ OEMs need to upgrade key components of the vehicle's three-electric systems to maintaintheir core competitiveness. At this year's auto show, Geely, Zeekr, Chang’an, BAIC, NIO,
Wuling, AION, and Hyper showcased their latest three-electric technologies . The highlights
were:▪ Electric Drive: Geely's 11-in-1 intelligent electric drive assembly was awarded the 5A-level
certification for electric drive systems. Improvements of 0.7%, 0.5%, and 0.3% in motor,
controller, and reducer, respectively have been made. Wuling's Lingxi power electric drive
system achieves a maximum efficiency of 96.8%, with over 85% of the efficiency in therange of over 85%.
▪ Battery: NIO, IM Motor, and Geely have released semi-solid-state batteries using solidliquid hybrid electrolytes. Sunwoda and NIO showcased 4695/46105 large cylindricalternary lithium battery cells at the auto show. These battery technologies increase batteryenergy density.
▪ Optimized Battery Layout: Geely announced the GEEA 3.0 architecture, featuring an 11layer battery pack structure, a 6-layer bottom protection, and a grid-shaped frame.
Wuling's Shenglian battery MUST structure integrates battery thermal management
systems, structural beams, and side panels to increase strength by 60%. It has detachable
and maintainable features.
12Key Trends
Key trends from the 2024 Beijing Auto Show

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Key Trends

The main trends of the Beijing Auto Show 2024
Main Trends

Intelligent Cockpit

2024Electrification

Digital chassis andarchitecture

ADAS

14
14

Intelligent Cockpit

Key Trends

Intelligent Cockpit（1/2）
The penetration rate of AR-HUD increases

The large language model further enhances theintelligence of the cockpit

LYNK & CO 07 EM-P AR-HUD Movie
Viewing

IM AI LLM▪

Xpeng AI LLM

OEMs have begun to integrate LLM voice technology into vehicles with the goal of creating a better
user experience. Currently, the application of AI LLMs in the field of voice assistants mainly focuses
on deepening semantic understanding and optimizing corpus generation. AI-LLMs can capture user
intentions, handle complex sentences and provide natural responses. This technology has become
one of the most anticipated applications in the cockpit.

▪

At this auto show, IM debuted IM OS 3.0, based on the AI LLM it carries. IM L6 features the City
Drive function, allowing users to view nearby restaurants while on the road.

▪

Huawei launched the Panggu LLM in the cockpit version of HarmonyOS 4.0, allowing users to chatwith the vehicle through the LLM and learn about real-time vehicle conditions. In Huawei's nextgeneration HarmonyOS cockpit products, a new generation of Qianwu engines will also be added,
enabling the recognition of each occupant's voiceprint. It can sense and record individual preferences
and provide personalized services.

▪

Xpeng announced a collaboration with Zhipu AI. Their ‘Tianji’ system will launch the AI LLM insubsequent OTA versions.

▪

Other OEMs that have already deployed or announced plans to deploy LLMs include Xiaomi (Xiaoai
LLM), Aiways (ADiGO SENSE AI), Changan Deep Blue (Deepal GPT), Geely Galaxy (Geely Xingrui AI
LLM), NIO (NOMI GPT), IDEAL (MindGPT), Nezha (Qiankunquan GPT).

AITO M9/Macan EV AR Navigation▪

Head Up Display (HUD) technology has been seen by the industry as a potential alternative to
traditional dashboards and has been continuously iterated and upgraded. AR Windshield HUD
technology has not yet achieved mass production but larger-sized AR-HUDs have become the key
to hardware technology competition, while also enriching entertainment applications and content.

▪

The Lynk & Co 07 EM-P officially began pre-sale at the 2024 Beijing Auto Show. The model isequipped with a 92-inch AR-HUD with a 10-meter equivalent projection. In addition to providing
AR navigation functionality, this AR-HUD can be linked with the car's infotainment system inparking mode to provide movie viewing. AR technology is also applied inside the central control
screen to achieve linkage between navigation and voice assistants.

▪

The AITO M9, released at the end of 2023, was also showcased. This model features an AR-HUD
capable of displaying 70 inches at 7.5 meters and 96 inches at 10 meters. The AR-HUD provides
functions such as AR navigation, projecting reverse image for parking, and giant screen viewing
during parking.

▪

The BAIC Arcfox αS5 was officially launched on the evening of April 22nd 2024. The model isequipped with a 68-inch equivalent projection AR-HUD. This AR-HUD also provides functions suchas AR navigation and movie viewing.

▪

Porsche announced the launch of its Macan EV in the Chinese market. The model offers the
Porsche Driver Experience, which includes a 12.6-inch curved instrument screen, a 10.9-inch
central control screen, an optionally available 10.9-inch co-driver screen and an 87-inch
equivalent projection AR-HUD. The AR-HUD supports AR navigation functionality.

15
15

Key Trends

Intelligent Cockpit

Intelligent Cockpit（2/2）
The penetration rate of CMS is gradually increasing.

The control authority of the driver's seat is further delegated to therear seat screens

Honda Ye CMS

The main page of the rear-seat screen of
LYNK & CO 07 EM-P

The conference function on the rear-seatscreen of the new NIO ET7▪

More cabins are being introduced with rear-seat screens. Equipping rear-seat screens brings moreentertainment experiences to passengers and allows interaction between screens. Rear-seat screens can beused to control the vehicle's interior, reducing the operational burden of vehicle control tasks.

▪

At the Beijing Auto Show, LYNK & CO showcased the 07 EM-P with two additional Co Pads (14.5-inch 3K)
as rear-seat screens.

▪

The new NIO ET7 is available with two 14.5-inch 3K displays, supporting seat control, ambient lighting andfragrances. The screens support applications such as iQIYI, Youku, Tencent, BiliBili, car audio-visual,Kingsoft documents, and NIO Link for multi-screen super conferences.

▪

Certain models of Mercedes-Benz S-Class and G-Class are available with optional 10.1-inch rear-seatscreens. The screens support sharing of entertainment content with the central control screen, allowing
users to drag and select the shared screen themselves.

▪

Xiaomi provides rear-seat expansion screens with two native in-car systems called Xiaomi Pad, supporting
navigation, air conditioning, seat, multimedia. Additionally, Xiaomi also supports using iPads in the rearseats as screens.

▪

Some models in the AITO series are equipped with Huawei's MagLink car interface, which, when paired witha Huawei tablet, can control functions such as air conditioning, seats, multimedia playback, and can also
replicate the central control screen to the rear-seat screens.

Adayo CMS

Yangwang N7 CMS▪

An increasing number of OEMs and suppliers have ventured into the field of Camera
Monitoring Systems. These systems provide users with a broad field of view and reduce
blind spots.

▪

The Avatr 12 supports optional 6.7-inch CMS, with a field of view of 569*310, a frame
rate of 60HZ, and a resolution of 1280x720. The mirror screen is designed to minimize
distortion. The brightness of the screen can be automatically adjusted, with a maximum
brightness of up to 1000nit.

▪

The Stellato S9, a collaboration between Huawei and BAIC, will also feature CMS, withmore details and specifications to be officially announced.

▪

The Yangwang U7 is expected to support optional CMS, with further details andspecifications awaiting official release.

▪

The new Honda brand, Ye is expected to offer CMS across its entire lineup.

▪

In terms of suppliers, Huayang Electronics showcased a complete in-car system based on
the 8155 chip, which includes electronic exterior rearview mirrors.

1616

Key Trends

Digital chassis and architecture

Digital chassis and architecture
Digital chassis is beginning to emerge

IM Lingxi Digital Chassis▪

BYD Yunniang-Z

The emergence of the digital chassis, showcased at the 2024 show, has become increasingly
important for the future of intelligent mobility. Chinese automakers showcased the achievements ofdigital chassis development, mainly focusing on the improvement of upper-level control algorithm
capabilities.

▪

Geely showcased its AI digital chassis technology. This technology integrates proprietary chassis
fusion domain control with a 48V electronic electrical architecture. It features a by-wire steeringsystem, by-wire braking system, fully active suspension system, and four-wheel-side motor system.
It supports XYZ three-axis six-degree-of-freedom intelligent decision-making, enabling functions
such as steering wheel decoupling, variable steering ratio and four-wheel torque vectoring.

▪

Huawei exhibited three HIMA models equipped with the Tuling Intelligent Chassis, namely, theLuxeed S7, AITO M9, and Stellato S9. The Tuling Intelligent Chassis was unveiled at the 2023
Luxeed S7 and AITO M9 launch event. It integrates the HUAWEI MFSS 1.0 multimodal fusion
perception system, HUAWEI DATS dynamic adaptive torque system, and HUAWEI xMotion intelligent
vehicle body coordination control.

▪

▪

The fusion of cockpit and ADAS domain controllers is
likely to become mainstream in automotive industry

IM showcased its new car, the IM L6, at the Beijing Auto Show. The vehicle is equipped with the
new IM Lingxi digital chassis, which achieves functions such as four-wheel steering, ICS turretbraking, turret body control, and ESP capability enhancement through unified control of the chassis
system control module.
At this auto show, BYD announced the third model of its Yangwang brand, the Yangwang U7. The
car debuted the all-new Yunniang-Z chassis, which uses a floating motor instead of traditional
hydraulic shock absorbers. The motor has a response speed of up to 10ms and supports power
generation from suspension motion, providing energy back to the battery.

BiCV Zhiyu 2.0 Cockpit-ADAS
Fusion Domain Controller

Adayo Cockpit-ADAS fusion Domain
Controller▪

Centralized hardware and software functionality in controllers is becoming a trend. Thanks
to the growing demand for terminals, the industry has been continuously researching
breakthroughs in this area, and in the past two years, many cockpit-ADAS fusion domain
control solutions have been implemented, moving from Two Box, Two Board, to One Box,One Board, One Chip breakthroughs. At this auto show, some relevant suppliers showcased
their latest developments in this field.

▪

BiCV showcased its Zhuyu 2.0 cockpit-ADAS fusion domain controller based on Qualcomm's
next-generation Ride platform. This controller can achieve functions such as memory
parking, electronic exterior rearview mirrors, high-speed NOA, AI models, integrated
central control screen, and gaming.

▪

Adayo displayed a cockpit-ADAS fusion domain controller based on Qualcomm's nextgeneration Ride platform. This controller supports the implementation of mid-to-high-end
cabins and L2+ intelligent driving functions.

▪

Black Sesame Technologies partnered with Fenghe to exhibit a cockpit and parking
integrated domain controller based on the Wudang series C1200 chip and Fenghe Linux
Container. This controller supports the implementation of multi-screen, multi-camera andparking functions.

▪

NavInfo released its new NI in Car solution, based on its self-developed Jiefa AC8025 chip,achieving cockpit and ADAS integrated dual-domain fusion. Specific functions include lanelevel navigation, AI proactive recommendation voice interaction, high-speed leading andautomatic parking.

17
17

Key Trends

Electrification

Electrification (1/2)
Expanding charging network layout

The penetration rate of the 800V high-voltage platform is increasing,while the prices of vehicles equipped with it continue to decline

Xiaomi SiC High-voltage platform

Voyah 800V SiC platform▪

Extending range, increasing battery capacity and reducing charging time are common goals forautomakers. Many production models equipped with 800V high-voltage electrical systems, known
for their fast recharge speed and high charging power were showcased at the 2024 Beijing Auto
Show.

▪

Since Porsche introduced the first 800V model, the Taycan, in 2019, over 60 800V models havebeen released. As the technology has matured, the prices of 800V models have declined.

▪

Xiaomi's SU7 Max is built on an 800V silicon carbide high-voltage platform, supporting a maximum
recharge speed of 220km in 5 minutes and 510km in 15 minutes.

Hyper supercharge stations

Li Auto highway supercharging▪

OEMs have expanded the number of charging stations and implemented more efficient charging
technologies by introducing faster charging speeds and wider coverage of charging networks.
Some brands have cooperated to share their proprietary charging networks with other automakers.

▪

NIO and Lotus announced the formal establishment of a strategic cooperation in charging andbattery swapping services. Currently, Lotus has accessed more than 2,000 charging stations
nationwide provided by NIO, including 341 fast-charging stations along highways, covering nearly
300 cities.

▪

Li Auto announced the accelerated deployment of its charging network. High-speed supercharging
stations have achieved full connectivity in core cities in the four major economic zones and covered
over 20 popular self-driving routes. The number of urban supercharging stations will cover 17
cities by the end of June and will accelerate expansion in the second half of the year, with accessto over 1,000 third-party supercharging stations with a maximum power of over 480 kW.

▪

The Porsche Macan EV, based on the Pure Electric Development Platform (PPE platform), is
equipped with an 800V system capable of achieving a maximum charging power of 270 kW, withcharging speeds capable of increasing charge 10% to 80% in 22 minutes.

▪

The Arcfox αS5 also features an 800V system, capable of replenishing 280 kilometers in 10 minutes▪
and replenishing 380 kilometers in 15 minutes.

▪

The Zeekr MIX is equipped with an 800V high-voltage system, offering a pure electric range of
800km. The gold brick battery can be charged in 15 minutes at a 4.5C charge rate, increasing therange by 500km.

▪

Hyper announced plans to build over ten thousand 1000V supercharging terminals by 2025.
Currently it has 7,084 self-built supercharging piles. It has no plans to share with other brands.
Hyper has formed charging alliances with State Grid and TELD, covering 90% of charging stations
nationwide.
NIO showcased its fourth-generation battery swapping stations and 640 kW liquid-cooled ultra-fastcharging piles at the auto show. The former reduces single swap time by 22% and supports sharedswapping with alliance models, while the latter supports a maximum output voltage of 1000V anda maximum output current of 765A. NIO has built 2,404 battery swapping stations and over
21,900 public charging piles. The fourth-generation battery swapping stations and 640 kW ultrafast charging piles showcased at the auto show will be launched by the end of May 2024.

18
18

Key Trends

Electrification

Electrification (2/2)
Liquid to semi-solid-state to full-solid-state is still the main trend,
involvement of OEMs in battery industry is increasing

CATL Shenixng Plus Battery

Hyper solid-state battery solution▪

In terms of battery chemistry solutions, lithium iron phosphate (LFP) and ternary lithium batteries still dominate in the new energy passenger vehicles. In the future, based on existing liquid
lithium battery technology, with breakthroughs in solid-state electrolytes and positive and negative electrode materials, there is the potential for a transition towards higher energy density,
improved safety, and lower weight through the semi-solid-state to solid-state conversion. Solid-state batteries have advantages such as improving battery thermal efficiency (reducing sensitivity totemperature, reducing the possibility of battery short circuits, extending battery life), and energy density (increasing driving range), with significant room for cost optimization after mass
production.

▪

The involvement of automotive companies in the battery industry is continuously increasing. In the past, the market share was mainly occupied by suppliers such as LG and CATL, but in the past
two years, it has been increasingly encroached upon by the self-owned battery products of automotive companies. For new energy vehicles, the battery accounts for a significant proportion of thecost, and in the eyes of consumers, rapid charging, longer driving range, and longer battery life have become key expectations for future new energy vehicles. OEMs are actively extending
downstream to the upstream of the battery industry chain to achieve closer vertical integration. In the future, more breakthroughs and innovations in battery technology may come from internal
incubation by automotive companies.

▪

At this auto show, CATL unveiled the Shenxing PLUS battery, using lithium iron phosphate material with an energy density of 205Wh/kg and a range of over 1000km. It can replenish 600km of
range in just 10 minutes of charging.

▪

Hyper (GAC AION) showcased its R&D achievement of a fully solid-state battery with an energy density of 400Wh/kg and a range of over 1000km. With the third-generation sponge silicon
negative electrode and high-capacity solid-state positive electrode technology, this battery can achieve longer battery life and range on a smaller volume and lower weight. GAC Group plans toequip this battery in Hyper models by 2026.

▪

Changan's self-developed battery brand, Jinzhongzhao, expressed its vision of upgrading and optimizing existing liquid batteries to support 7-minute charging and a range of 400km. It also
continues to develop new electrolyte materials, develop semi-solid-state and solid-state batteries, and plans to launch new batteries with an energy density of 350-500Wh/kg and a volume energy
density of 750-1000Wh/L by 2027, and achieve comprehensive popularization around 2030.

▪

Sunwoda unveiled "Flash Charging Battery 3.0," which, in addition to achieving higher safety, has a charging peak rate of up to 6C, enabling 80% SOC charging in 10 minutes.

▪

EVE, Zeekr, AION, and others all showcased their new developments in battery technology.

1919Key Trends

ADAS

ADAS（1/2）
City autopilot is still hot topic

End-to-end large models integrated
into the car

Qiankun ADS 3.0 system

DJI Automotive Jimu solution

SenseTime UniAD▪

The training of AI end-to-end large models has become a new trend for OEMs and suppliers, all ofwhich have announced plans in this domain. For large models, training with massive and effectively
annotated data is crucial. Therefore, the implementation not only involves the development of large
models by various parties but also relies on valid real-world driving data training. Automakers witha large fleet and platform providers like Baidu have some prerequisite advantages in this aspect.

▪

Huawei has released its latest Qiankun ADS 3.0 system, based on the General Obstacle Detection(GOD) network. It no longer uses BEV technology but aims to achieve the stage from "recognizing
obstacles" to "understanding driving scenes" to enhance the safety and intelligent driving
experience. Huawei's Intelligent Computing Center's open data indicates a computing power of up
to 3.5E FLOPS, with about 30 million kilometers of driving data collected per day, and the model
iterates every 5 days.

▪

Horizon Robotics released the Journey 6 chip and also introduced the SuperDrive intelligent driving
solution. Utilizing a unified end-to-end perception architecture that combines dynamic, static, andoccupancy network (OCC), and data-driven interactive game algorithms, it enhances the intelligent
driving experience.

▪

SenseTime launched the UniAD (Unified Autonomous Driving) end-to-end autonomous driving
solution at the auto show. It integrates perception, decision-making, planning, and other modules
into a full-stack Transformer end-to-end model, achieving integration of perception and decisionmaking and outputting instructions based on self-vehicle trajectory planning. Additionally,
SenseTime also introduced DriveAGI, which improves and upgrades end-to-end intelligent driving
solutions based on multimodal large models.

Bosch advanced intelligent driving computing platform▪

Highway autopilot is gradually becoming standard, while urban autopilot is being promoted. This
represents the further expansion of ADAS technology, which can achieve higher levels of
autonomous driving in complex urban road environments, including handling complex scenarios
such as traffic lights, pedestrian recognition, and obstacle avoidance.

▪

Xpeng announced its AI Valet at auto show, which only requires one learning session. The system
can memorize the route within a day and then support intelligent assisted driving, without limitation
on road sections or cities, supporting up to 10X100 personalized routes.

▪

GWM WEY unveiled the Blue Mountain Smart Driving Edition at the auto show, equipped with 1
lidar, 3 millimeter-wave radars, 11 cameras, and 12 ultrasonic radars, supporting mapless fullscenario NOA. It is expected to cover various driving scenarios such as highways, urban areas, andtowns.

▪

DJI Automotive showcased its Jimu (lidar and triple cameras assembly) solution, which balances
the advantages of traditional vision and lidar perception with good integration, thereby partiallyreducing the experience of L2+ intelligent driving. DJI also announced its lightweight map AD Mapsin collaboration with Tencent Maps, which will be subsequently integrated into its urban pilot
assistance products.

▪

Bosch presented its latest advanced intelligent driving computing platform, providing 500Tops of AI
computing power. Users can freely configure the number of sensors, supporting up to 12 cameras,
5 millimeter-wave radars, and 3 lidar. It is currently deployed on the Sterra models and is expected
to open urban pilot assistance in Q2 2024 and develop a lightweight map solution in Q1 2025.

20
20

Key Trends

ADAS

ADAS（2/2）
The further development of LiDAR technology

RoboSense MX

Seyond Falcon K3▪

At this auto show, over 50 models are equipped with LiDAR technology. With technologicaladvancements, LiDAR is moving towards integration and miniaturization, while better meeting thedemands for advanced driver assistance systems (ADAS). The need for cost reduction in automotive
manufacturing stimulates LiDAR companies to further lower the price of LiDAR units. With decreasing
prices, LiDAR is expected to be adopted in mid to low-end vehicle models in the future.

▪

RoboSense showcased the latest medium-to-long range LiDAR MX at this auto show, priced at just $200.
Based on full-stack chip technology, the MX features a slim profile of 25mm, operates silently, andconsumes less than 10W of power. It offers a field of view of 120°×25° and a maximum detection
range of 200 meters. They also introduced the long-range LiDAR M3 with 500 lines, based on 2D
scanning technology and a 940nm laser transmitter-receiver scheme.

▪

HESAI Technology exhibited the latest compact and high-performance long-range LiDAR, ATX,
developed on fourth-generation chip architecture, supporting various vehicle types and adaptable for
installation in different vehicle positions such as the roof, front windshield, rear window, and within
headlights.

▪

Seyond unveiled two products: the third-generation image-grade long-range LiDAR Falcon K3 and thewide-angle LiDAR Robin D, covering the industry's mainstream technology routes of 1550nm and905nm.

▪

Other suppliers such as Liangdao, Yijing Technology, and Daoyuan Electronics also showcased theirnext-generation products.

2121

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EV Guide

Revealing trends alongside key talking
points, announcements and in-depth
analysis. The Premium Event Report
Series also includes Mobile World
Congress and Beijing Auto Show.

Right decisions on E/E architectureleads to increased vehicle safety,
security, and system usability

With Generative AI making significant
inroads, advertising and digitalindustries, it is critical to identify andfuturecast the impact of thistechnology to the automotive value
chain.

SBD’s EV Guide provides insight into
the current situation for massproduced passenger and lightcommercial EVs, their features.

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Contact Us

How SBD Automotive can help
SBD Automotive onsite teamContact SBD Automotive

Victor Zhang

USA

UK

Germany

India

China

Nan ChenDirector SBD Automotive
China

Connected Car Specialist+86 (0) 18516653761
Victorzhang@sbdautomotive.com+86(0) 18850022501
Nanchen@sbdautomotive.com

Japan

If you have any questions or feedback about SBD Automotive’s
research reports or SBD Automotive’s consulting services, you canemail us:

info@sbdautomotive.com

Garren Carr
North America
garrencarr@sbdautomotive.com+1 734 619 7969

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Andrea Sroczynski
Germany, North & East Europe
andreasroczynski@sbdautomotive.com+49 211 9753153-1

Luigi Bisbiglia
UK, South & West Europe
luigibisbiglia@sbdautomotive.com+44 1908 305102

SBD Japan Sales TeamJapan, South Korea & Australia
postbox@sbdautomotive.com+81 52 253 6201

SBD China Sales TeamChina
salesChina@sbdautomotive.com+86 18516653761
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