Recently, Wu Yongqiao, President of Bosch Intelligent Driving Control China, said at the "2025 Artificial Intelligence Conference": According to official data released by the National Bureau of Statistics in June this year,From January to May this year, China's automobile industry revenue increased by 7%, and passenger car sales increased by 14%, but overall profits fell by 11.9%.
This data makes all automotive practitioners reflect deeply. In the entire Chinese auto parts industry, there are only two outstanding peers. Huawei and CATL have a certain say in front of OEMs and a say in premium prices. It is an indisputable fact that all other Chinese auto suppliers, including Bosch, can only face brutal price competition.
How to break involution?I think Tesla has set a very good example for all smart driving industries in China, including OEMs and parts, in terms of FSD payment.
When smart driving technology reaches the ultimate performance and excellent experience, bringing users extreme confidence, safety, and comfort, users will definitely pay for it, and spend a lot of money.
The price of this Tesla set is very expensive, more than 60,000 yuan. At present, China's Huawei is doing very well. Only Huawei can keep pace with Tesla in technology and lead the market.
I hereby appeal that in China’s automotive intelligent industry,We can definitely no longer promote it to all models for free, and smart driving has equal rights. All models that cannot be distributed for free must be charged.
All Chinese OEMs and smart driving parts companies must learn from the excellent Tesla and Huawei. High-end smart driving must charge a fee so that users are willing to pay for high technology. This is the best way to make a breakthrough. Otherwise, if all high-end smart driving devices are installed on all models for free, it will bring disaster to China’s smart driving industry.
