In February 2024, Tesla $Tesla (TSLA.US)$ The countdown for FSD (Full Self-Driving) to officially enter the Chinese market has begun. Tesla plans to roll out city road intelligent driving function updates in batches, with the first batch of users being owners who have paid a subscription fee of 0.064 million yuan. However, local companies—Huawei, BYD, and XPeng—have built a triple barrier of technology, cost, and ecosystem.
Huawei: Full-stack self-researched technology, with Lidar being the "breakthrough weapon".
Huawei's ADS 2.0 intelligent driving system relies on“Lidar + Vision Fusion SolutionbecomingThe strongest competitor to Tesla's pure vision approach.Yu Chengdong has emphasized multiple times,Huawei's ADS 2.0 far surpasses Tesla's FSD in stability in complex scenarios (such as rainy and foggy weather, low light at night).The combination of its 192-line Lidar and MDC computing platform realizes comprehensive environmental perception.
Huawei has deeply engaged with automakers such as Chongqing Sokon Industry Group Stock and JAC through HarmonyOS, forming a "technology output + ecological closed loop". Reports indicate that in 2024, Huawei's smart selection vehicle sales are expected to grow over 200% year-on-year, with the Wanjie M9 monthly delivery exceeding 0.015 million units. Regarding pricing,Huawei will provide the ADS 2.0 feature to models priced around 0.15 million yuan.(such as the new Wanjie M7), directly competing with the Tesla Model Y. In contrast, FSD is priced at 0.064 million yuan in China (approximately the price of Wuling Hongguang MINI EV), facing "price-performance ratio encirclement".
BYD: Equal rights in smart driving, scale effects breaking through cost bottom...