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The Chinese intelligent connected vehicle industry will demonstrate global leading advantages in 2025, with multiple technological breakthroughs and application pilot projects leading the world
Technological architecture innovation
China has taken the lead in proposing and implementing the "vehicle road cloud integration" technology route, which achieves collaborative perception and intelligent decision-making of the transportation system through the deep integration of vehicles, road facilities, and cloud platforms. Currently, pilot projects have been launched in 20 cities, covering areas such as smart buses, unmanned delivery, and autonomous passenger vehicles.
Progress in Intelligent Applications
Autonomous driving: It is expected that by 2030, L2 level assisted driving will become a standard feature for new cars, the adoption rate of L3 and above autonomous driving models will exceed 10%, and L4 level autonomous driving will gradually be promoted.
Software Value Proportion: In the value composition of intelligent connected vehicles, software will account for 40%, while hardware and data services will each account for 40%.
Industry transformation pressure
The German automotive industry chain is facing difficulties due to slow transformation, with core suppliers such as Bosch (laying off 13000 employees) and ZF (reducing 7600 positions) continuing to shrink. In contrast, Chinese companies have achieved "China speed" in the fields of electrification and intelligence, with the export volume of new energy vehicles reaching 1.28 million units in 2024, an increase of nearly 12 times compared to 2019.
Network security challenges
Intelligent connected vehicles face challenges intertwined with network security, data security, and functional security. The relevant departments have issued three mandatory national standards, covering vehicle safety, functional safety, and information security, to ensure that technological development does not exceed the safety bottom line.
