In 2023, the intelligent driving industry will change dramatically! Observe calmly, which one is happy and which one is sad? This article will reveal in detail the business landscape of 37 leading Chinese-funded intelligent driving companies in 2023, covering seven hot areas of autonomous driving, such as L2 mass production intelligent driving, robotaxis, and unmanned trunk logistics.
When it comes to the general trend, L2 mass production intelligent driving has surpassed the accumulation stage, and is about to grow explosively and become a hot spot in new car marketing. However, in contrast, the progress of the L4 track is relatively slow, and some companies with excellent performance in this field have begun to turn to mass production projects, but not all L4 scenarios are in a state of setback, and the unmanned mine and unmanned port scenarios still maintain a strong momentum of development.
In the past 2023, only 11 well-known companies have publicly announced financing characteristics, among which Didi Autonomous Driving has received an investment of more than 1 billion yuan, becoming the largest financing beneficiary of the year; Other companies have received financing support ranging from tens of millions to hundreds of millions of yuan.
Looking forward to the future, although Wei Xiaoli and other leading new forces have chosen the full-stack self-development path, many car companies have chosen to join hands with leading companies to jointly develop intelligent driving solutions. Through the company's announcement, we have seen that some host manufacturers have established a solid and close cooperative relationship with ** partners, such as Zhiji-Momenta, Wuling-DJI, Hongjing Zhijia-JAC, Momo Zhixing-Great Wall, and Zongmu Technology-Chang'an.
In addition, a special phenomenon has caught our attention - GAC's layout in the intelligent driving track is unique! It has established close ties with a number of leading merchants, including Didi, SenseTime, and Momenta. The general view in the industry is that high-quality models may be more inclined to invest resources in independent research, while consumers with lower car budgets are more reliant on advanced technology, which undoubtedly provides a huge opportunity for smart driving companies.
As for the low-end model market, car companies are more keen on lightweight solutions that can solve multiple problems based on a single chip. It is understood that the Horizon Journey 2, Journey 3 and TI TDA4 chips are all favored by car companies and leading companies.
Finally, let's take a closer look at the latest developments in each segment of the L4 track.
1. The Robotaxi field is still gradually exploring business models, and it still needs to face huge capital investment problems to achieve large-scale investment. However, Didi, Pony.ai and Autox still insist on expanding their business scope. It is worth mentioning that it has launched its own ride-hailing platform, Radish Express, and Pony.ai has cooperated with Jinjiang Taxi and Ruqi Travel. Some regions of Didi have also launched autonomous driving services in their apps.
2. When it comes to the market segment of autonomous trucks, 2023 is undoubtedly the year of rebranding. At the moment, the frontrunner has not yet emerged.