ADAS and Autonomous Driving Industry Chain Report 2018-2019 - OEMs
OEM ADAS and Autonomous Driving Strategy Research: At least Billions of Dollars and Thousands of Software Engineers are Required.
The new trends “electrification, networking, intelligence and sharing” led by autonomous driving are disrupting the traditional automotive industry.
Yet, barriers to L4 and above autonomous driving are so high that no one can image. WAYMO that has spent over a decade and billions of dollars on the technology, has slowed its pace of commercialization even if being far ahead of its rivals, and has admitted that the fully automated driving will take time. As Waymo CEO John Krafcik said in late 2018, though driverless cars are “truly here”, they aren’t ubiquitous yet and autonomy always will have some constraints for decades to come.

Source: ResearchInChina
This means that autonomous driving costs too much and those who shell out for it will face long-term loss. To cope with the challenges posed by Waymo, traditional OEMs are forming alliances. Examples include the partnership among Daimler, BMW and Intel (Mobileye) and the collaborations between GM and Honda, VW and Ford.

Source: ResearchInChina
Typical leagues in China embrace Baidu + Weltmeister, Alibaba + Xpeng Motors and Didi + CHE Automotive. Traditional Chinese automakers prefer not to partner with only one or two of the four IT giants (Baidu, Alibaba, Tencnet and Huawei) but keep an open cooperative relationship with all of them. SAIC is striving to foster its own ecosystem by investing many start-ups.
Besides the way of cooperation for complementing with each other and apportioning research and development and operation expenses, OEMs are also racing to invest more in recruiting software engineers.

“Software will account for 90 percent of future innovations in the car. Today, our 20,000 developers are 90 percent hardware-oriented. That will change radically by 2030. Software will account for half of our development costs”, says Herbert Diess, CEO of Volkswagen, which means VW’s software engineers will be 10,000 or so.
American tech firms make enormous investments in autonomous driving as well. Apple autonomous car team claims 5,000 people, and Uber possesses about 1,500.
Autonomous driving market has been an arena for big names, and other small and medium players have to take sides.
Research Report on Automotive Memory Chip Industry and Its Impact on Foundation Models, 2025
Research on automotive memory chips: driven by foundation models, performance requirements and costs of automotive memory chips are greatly improved.
From 2D+CNN small models to BEV+Transformer found...
48V Low-voltage Power Distribution Network (PDN) Architecture and Supply Chain Panorama Research Report, 2025
For a long time, the 48V low-voltage PDN architecture has been dominated by 48V mild hybrids. The electrical topology of 48V mild hybrids is relatively outdated, and Chinese OEMs have not given it suf...
Research Report on Overseas Cockpit Configuration and Supply Chain of Key Models, 2025
Overseas Cockpit Research: Tariffs stir up the global automotive market, and intelligent cockpits promote automobile exports
ResearchInChina has released the Research Report on Overseas Cockpit Co...
Automotive Display, Center Console and Cluster Industry Report, 2025
In addition to cockpit interaction, automotive display is another important carrier of the intelligent cockpit. In recent years, the intelligence level of cockpits has continued to improve, and automo...
Vehicle Functional Safety and Safety Of The Intended Functionality (SOTIF) Research Report, 2025
Functional safety research: under the "equal rights for intelligent driving", safety of the intended functionality (SOTIF) design is crucial
As Chinese new energy vehicle manufacturers propose "Equal...
Chinese OEMs’ AI-Defined Vehicle Strategy Research Report, 2025
AI-Defined Vehicle Report: How AI Reshapes Vehicle Intelligence?
Chinese OEMs’ AI-Defined Vehicle Strategy Research Report, 2025, released by ResearchInChina, studies, analyzes, and summarizes the c...
Automotive Digital Key (UWB, NearLink, and BLE 6.0) Industry Trend Report, 2025
Digital key research: which will dominate digital keys, growing UWB, emerging NearLink or promising Bluetooth 6.0?ResearchInChina has analyzed and predicted the digital key market, communication techn...
Integrated Battery (CTP, CTB, CTC, and CTV) and Battery Innovation Technology Report, 2025
Power battery research: 17 vehicle models use integrated batteries, and 34 battery innovation technologies are released
ResearchInChina released Integrated Battery (CTP, CTB, CTC, and CTV)and Battery...
AI/AR Glasses Industry Research Report, 2025
ResearchInChina released the " AI/AR Glasses Industry Research Report, 2025", which deeply explores the field of AI smart glasses, sorts out product R&D and ecological layout of leading domestic a...
Global and China Passenger Car T-Box Market Report 2025
T-Box Research: T-Box will achieve functional upgrades given the demand from CVIS and end-to-end autonomous driving
ResearchInChina released the "Global and China Passenger Car T-Box Market Report 20...
Automotive Microcontroller Unit (MCU) Industry Report, 2025
Research on automotive MCUs: the independent, controllable supply chain for automotive MCUs is rapidly maturing
Mid-to-high-end MCUs for intelligent vehicle control are a key focus of domestic produc...
Automotive LiDAR Industry Report, 2024-2025
In early 2025, BYD's "Eye of God" Intelligent Driving and Changan Automobile's Tianshu Intelligent Driving sparked a wave of mass intelligent driving, making the democratization of intelligent driving...
Software-Defined Vehicles in 2025: SOA and Middleware Industry Research Report
Research on automotive SOA and middleware: Development towards global SOA, cross-domain communication middleware, AI middleware, etc.
With the implementation of centrally integrated EEAs, OEM softwar...
Global and Chinese OEMs’ Modular and Common Technology Platform Research Report, 2025
Modular platforms and common technology platforms of OEMs are at the core of current technological innovation in automotive industry, aiming to enhance R&D efficiency, reduce costs, and accelerate...
Research Report on the Application of AI in Automotive Cockpits, 2025
Cockpit AI Application Research: From "Usable" to "User-Friendly," from "Deep Interaction" to "Self-Evolution"
From the early 2000s, when voice recognition and facial monitoring functions were first ...
Analysis on Li Auto’s Layout in Electrification, Connectivity, Intelligence and Sharing, 2024-2025
Mind GPT: The "super brain" of automotive AI Li Xiang regards Mind GPT as the core of Li Auto’s AI strategy. As of January 2025, Mind GPT had undergone multip...
Automotive High-precision Positioning Research Report, 2025
High-precision positioning research: IMU develops towards "domain controller integration" and "software/hardware integrated service integration"
According to ResearchInChina, in 2024, the penetration...
China Passenger Car Digital Chassis Research Report, 2025
Digital chassis research: Local OEMs accelerate chassis digitization and AI
1. What is the “digital chassis”?
Previously, we mostly talked about concepts such as traditional chassis, ch...