Huawei launched a new generation of intelligent driving assistance system, which will achieve L3 commercial capability this year. Car models from Dongfeng Motor, Audi, and others will be the first to be equipped with it.

On the eve of the 2025 Shanghai Auto Show, Huawei released multiple solutions in the fields of intelligent driving and liquid-cooled supercharging as a prelude.

Among them, Huawei's Qiankun new-generation high-end intelligent driving assistance system ADS 4 was officially launched, featuring the first mass-produced high-precision solid-state LiDAR, the first mass-produced in-cabin laser vision sensor, and the first distributed millimeter-wave radar. Executives from numerous automakers, including VOYAH, Seres, Beijing Electric Vehicle, Deepal, JAC Group, SAIC, Dongfeng Mengshi, GAC Group, Chery, Audi China, and Avatr, attended the launch event.

Yu Zhi Jin, CEO of Huawei's Intelligent Automotive Solution BU, stated that over 80% of domestic OEMs have chosen Huawei Qiankun, and the number of urban intelligent driving assistance installations is expected to approach 4 million units in 2025. Within the next three years, the number of urban intelligent driving assistance installations is projected to exceed 27 million units. Huawei Qiankun ADS 4's high-speed L3 commercial solution was also released.

Jin predicted that 2025 will likely see the commercial capability of L3. Achieving the leap from L2 to L3 is not easy, so priority is given to the relatively simpler high-speed L3. Although high-speed L3 is theoretically simpler, there are still some challenges to overcome.

Jin also disclosed some business details of the Automotive BU. It is reported that in 2024, the Automotive BU's R&D investment exceeded 10 billion yuan, including 8,000 R&D personnel, with shipments of intelligent components surpassing 23 million units, over 600 ecosystem partners, and a cumulative total of intelligent driving assistance mileage exceeding 2.5 billion kilometers by the end of March.

Huawei Qiankun's VPD parking valet was first commercially piloted at Shenzhen Airport in January this year. Jin mentioned that by the end of June this year, the number of supported parking lots is expected to exceed 100,000. Additionally, the new-generation HarmonySpace 5 in-car operating system was released, featuring a new 16.1-inch Huawei in-car smart screen.

It was revealed at the event that models such as Dongfeng's Mengshi M817, Chery's LUXEED R7, Audi, VOYAH, Deepal, GAC's Trumpchi, Avatr, and BAIC will be the first to be equipped with Huawei Qiankun ADS 4 system. According to the plan, models like AITO M8, AITO M9, and STELATO S9 extended-range version will be upgraded to Huawei ADS 4.0 in Q3 this year.

On April 16, the First Department of Equipment Industry of the Ministry of Industry and Information Technology organized a promotion meeting on the access of intelligent connected vehicle products and software online upgrade management. The meeting emphasized that automotive producers should fully conduct combined driving assistance test verification, clarify system function boundaries and safety response measures, avoid exaggerated and false advertising, strictly fulfill the obligation of informing, and take responsibility for production consistency and quality safety, effectively improving the safety level of intelligent connected vehicle products. Huafu Securities believes that the MIIT's emphasis on automakers' testing, advertising, and responsibilities in intelligent connected vehicles will help regulate market order, protect consumer rights, and promote the healthy and orderly development of the industry.

On the same day, Huawei Digital Energy released the industry's first all-liquid-cooled megawatt-level supercharger, mainly targeting heavy-duty trucks, capable of continuous output of 2,400A, enabling a full charge for heavy trucks in 15 minutes.

Hou Jinlong, President of Huawei Digital Energy, stated that China has a stock of 9 million fuel heavy-duty trucks, with annual fuel costs of approximately 2.4 trillion yuan and carbon emissions of 700 million mt, accounting for 54% of road traffic emissions. The electrification of heavy-duty trucks is the most important driving force for carbon reduction in China's transportation sector. "Our next key scenario is the electrification of heavy-duty trucks."

Hou believes that the key to the popularization of heavy-duty truck electrification is the issue of energy replenishment. Slow charging and an incomplete network are the main current shortcomings. The application of electric heavy-duty trucks is currently limited to closed scenarios, and to move towards full scenarios, large C-rate, high-capacity power batteries, and megawatt-level high-power charging are needed.

At the event, the Supercharging Alliance 2.0 was officially established. The "Science and Technology Innovation Board Daily" learned that it includes Huawei Digital Energy, Dongfeng Commercial Vehicle, JAC Group, Beiben Heavy Truck, Qingling Motors, and GAC Lingcheng.

Currently, Huawei has collaborated with 11 automakers to develop over 30 models of 4C supercharging heavy-duty trucks, covering high-frequency operation scenarios such as ports and mines, and has reached strategic cooperation with logistics companies like SF Express and JD.com, with the first batch deploying 5,000 electric heavy-duty trucks adapted for megawatt supercharging.

It is reported that Huawei's powertrain has cumulatively released over 1.3 million units, and will focus on supercharging heat dissipation, battery life, low-temperature supercharging, and megawatt supercharging solutions in the future, planning to develop 30 to 50 car models with partner automakers by 2025 .