Sign in Subscribe

Topic

Autonomous Driving

Analysis of China’s autonomous driving industry, spanning ADAS, L2–L4 systems, regulatory approvals, and commercialization. This section tracks automaker strategies, software and hardware competition, and the path toward higher levels of vehicle autonomy.

Driverless Delivery Vehicle Price War Intensifies as Costs Plunge Below $3,000

The autonomous delivery vehicle market is experiencing unprecedented price competition, with vehicle costs dropping from around RMB 1 million yuan (US$ 140,000)in 2018 to below RMB 20,000 yuan in 2025. Leading manufacturers are now offering zero down payment plans and lifetime free full self-driving (FSD) services

Hesai Targets Hong Kong IPO After Reaching Profit Milestone

Global LiDAR leader Hesai Group is launching a Hong Kong initial public offering, pursuing a dual listing to fuel growth just as it reaches a critical profitability milestone while navigating intense competition and geopolitical headwinds. The Shanghai-based company, already listed on Nasdaq since February 2024, plans to offer 17

China's Robotaxi Fleet to Grow 10-Fold by End of 2026, HSBC Predicts

China's autonomous taxi industry is poised for dramatic expansion with fleet sizes expected to grow ten-fold between the second half of 2025 and 2026, driven by technological maturity, strengthened policy support and improved fleet operational returns, according to HSBC analysts. The investment bank predicts robotaxi services will

Baidu Shares Jump 12% as Goldman Sachs Highlights Robotaxi Leadership

Shares of Baidu Inc. surged to six-month highs after a Goldman Sachs report underscored the company's commanding lead in the robotaxi market and robust growth in its artificial intelligence divisions. The Chinese tech giant's U.S.-listed shares closed up nearly 4% in the previous

Horizon Robotics Targets 10 Million Smart-Driving Systems in Mass-Market Push

Chinese autonomous driving chipmaker Horizon Robotics has set an ambitious goal to deploy 10 million units of its advanced driver-assistance system, aiming to bring high-end intelligent driving features to China's mass-market vehicles and create an affordable alternative to premium offerings. The 3-to-5-year

WeRide Deepens Singapore Push With Robotaxi Debut, Eying Regional Growth

WeRide Inc., a leading Chinese autonomous driving company, has launched its Robotaxi service in Singapore, marking a significant step in its Southeast Asian expansion and the region's first introduction to Level 4 autonomous passenger vehicles. The deployment is central to a strategic partnership with ride-hailing giant Grab

Shanghai Expands Robotaxi Services With Free Route to Pudong Airport

A new, free-of-charge robotaxi service connecting the Shanghai International Tourism and Resorts Zone to Pudong International Airport was launched on August 20, a significant step in the city's push to commercialize autonomous vehicle technology. The Level 4 autonomous route is operated by IM Motors, the electric

Pony.ai's Revenue Jumps 76% And Gross Margin Turns Positive, But Net Loss Explodes By 73%

* Strong Top-Line Growth: Q2 revenue surged 75.9% YoY to ¥154 million ($21.5M), driven by accelerating commercialization efforts. * Robotaxi Revenue Booms: The core Robotaxi business segment saw revenue spike 157.8% YoY to ¥10.9 million, with passenger fares alone growing over 300%. * A Crucial Profitability Milestone: The