The development of the intelligent connected automobile industry is entering a new cycle of scale.
The first half of the intelligent connected car competition is about who can make the technology. What was the fight for in the second half? Whether the system can run stably in a complex environment, whether the safety boundary is clear, whether users dare to use it and love it, and whether companies can transform technology investment into sustainable products and services... In other words, thanks to the accelerated popularization of L2-level combined driving assistance and L3-level conditional autonomous driving soon to be mass-produced, the industry is accelerating towards the era of autonomous driving. This requires higher safety standards and system capabilities for intelligent connected car solutions, and people's future travel paradigm will also be reconstructed to become more convenient and smarter.
For consumers, the era of L3 conditional autonomous driving is accelerating.
With the steady advancement of relevant access pilots and the imminent implementation of mandatory national standards, qualified vehicles will undertake more dynamic driving tasks in specific scenarios in the future, making people's travel experience safer, easier, and more efficient. As a supplier of incremental components for intelligent connected vehicles, Huawei Qiankun continues to promote the upgrade of assisted driving safety capabilities through large-scale mass production and real-road practice, actively participates in the construction of autonomous driving standards and regulations, and helps accelerate the commercialization of autonomous driving on a safe and standardized basis.
1. Industrial policies are frequently implemented to “pave the way” for commercialization
The intensive promotion of mandatory national standards related to autonomous driving provides an institutional foundation for the commercialization of autonomous driving.
In June this year, the "Safety Requirements for Intelligent Connected Vehicles Combined Driving Assistance Systems" (GB47955-2026) was released and will be implemented on January 1, 2027, clarifying unified safety requirements for L2-level combined driving assistance systems. In July, the "Safety Requirements for Intelligent Connected Vehicles and Autonomous Driving Systems" (GB44721-2026) was released and will be implemented from July 1, 2027 to establish a safety access baseline for L3 and L4 products.
In September, the "Intelligent Connected Vehicles Compliance Test Content and Methods for Road Traffic Regulations" (draft for comments) was released, further focusing on how autonomous vehicles understand, comply with and adapt to road traffic rules; the "15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry" released at the same time mentioned that by 2030, new energy passenger cars and commercial vehicles in the domestic market will account for 70% and 40% of the total new car sales in their respective fields respectively, and cars with autonomous driving functions will be applied on a large scale.
Yinwang is one of the first domestic solution providers to complete the pilot verification of L3 autonomous driving models. Relying on its massive experience in complex road conditions, Yinwang contributes standardized technical proposals and provides solid data support and important technical support for the formulation of multiple industrial policies.
It is based on these practical industrial experiences that a policy system that is more in line with user needs and the future development of the industry has gradually taken shape. From safety requirements to traffic testing to industrial planning, the policy system is gradually answering three core questions for the commercialization of autonomous driving: whether the product is safe, whether the vehicle can be put on the road in compliance with regulations, and how the industry can develop on a large scale. Standards are not a restriction on technological innovation, but a pass for commercialization; rules are not a hindrance to the advancement of the industry, but a prerequisite for consumers to dare to use, be willing to use, and use it for a long time.
2. Intelligence accelerates popularization and security becomes the primary competitiveness
With policy standards "track-laying", another indicator of the direction of commercialization of autonomous driving - how is the market feedback?
According to data from the Ministry of Industry and Information Technology, since this year, the penetration rate of passenger cars equipped with L2 combined driving assistance functions in my country has reached 70.5%, and the penetration rate of passenger cars equipped with pilot driving assistance functions (urban NOA) has reached 34.2%. More and more consumers are beginning to come into contact with related functions. Whether technology can truly reduce risks has become a more important issue than "how many functions there are."
When assisted driving becomes a standard feature of vehicles, whether users love to use it and whether it is safe will also become one of the important indicators for whether the commercialization of autonomous driving can steadily move into the fast lane.
The mass production practices of enterprises are also accumulating samples for this trend. Taking Huawei Qiankun as an example, its September safe travel report shows that under ADS-assisted driving, the average safe driving mileage before a serious collision reached 10.356 million kilometers. Currently, the cumulative assisted driving mileage displayed on Huawei Qiankun’s official website has exceeded 17 billion kilometers. Assisted driving monthly active users account for 94.6%, and high-frequency use comes from a worry-free and reliable travel experience.
The assisted driving system continues to accumulate data and optimize perception and decision-making capabilities on real roads, and its actual effects in risk identification and collision avoidance are being repeatedly verified. Safety is also being upgraded from basic configuration to the core competitiveness of car companies.
In the past, car safety mainly relied on passive protection such as seat belts and airbags. Today, capabilities such as early warning, emergency braking, and avoidance assistance are moving the safety line forward before an accident occurs. Huawei's Qiankun full-dimensional anti-collision system CAS5.0 adds "all-time domain" safety: it minimizes risks beforehand and provides early warning of dangerous road conditions, active speed reduction for drivers and drivers on sharp turns, and automatic speed reduction for drivers and drivers speeding at intersections; it also minimizes damage afterwards, achieving integrated coverage of prevention beforehand and protection afterward.
In the future, security will no longer be just a parameter or marketing rhetoric at a press conference, but a testable, evaluable, and traceable product capability.
3. Industrial forces continue to invest in Huawei to promote industry development
At the 2026 World Intelligent and Connected Vehicles Conference, Wan Gang, honorary chairman of the China Association for Science and Technology, said that it is expected that in 2030, the penetration rate of new passenger cars with L2-level combined assisted driving functions will exceed 95%, and the penetration rate of L3-level conditional autonomous driving will exceed 35%.
The rapid popularization of L2 and the approaching window for L3 mass production mean that autonomous driving is entering a new stage of simultaneous upgrades in technical capabilities, safety responsibilities and industrial policies. With the orderly advancement of L3 access work and the gradual implementation of relevant standards, the industry is now equipped with the basic conditions to accelerate the move towards autonomous driving.
It is based on this that the core requirements for L3 autonomous driving have been clarified.
Different from L2, where human driving is the main task and the driver supervises the entire process, L3 is a dynamic driving task undertaken by the system under specific conditions. The key is not only the upgrade of sensors and computing power, but also whether the system can identify the boundaries of capabilities, initiate a takeover request in a timely manner, and achieve safety through minimal risk strategies such as slowing down and pulling over when the user does not respond. The development of L3 level and higher level autonomous driving will push the driver to turn more to the system as the main body responsible for accidents, and safety requirements will also enter a stage of higher standards.
Continuous R&D investment and massive real-life scenario verification are becoming the basis for technology to move toward reliable mass production. Huawei's Qiankun smart car solution business has accumulated R&D investment of more than 30 billion yuan, and based on more than 2 million mass-produced models, it provides practical support for L3 access pilots and related standard construction.
With a solid foundation of technology and mass production, Chinese autonomous driving companies are now standing on the global competitive stage. Looking around the world, the competition for autonomous driving is not only a battle for technology, but also a battle for business models and industrial synergy capabilities. China has formed a diversified pattern in which automakers conduct self-research, supplier empowerment, and operating companies in parallel. Among them, the role of solution provider is not to compete with car companies, but to help car companies build and sell good cars through continuous technological innovation, engineering optimization and ecological collaboration, and bring safer, more reliable and cost-effective intelligent capabilities to more users.
Currently, Yinwang experts serve as vice chairman of the Technical Committee of the International Association of Automobile Manufacturers (OICA), a board member of the Automotive Open System Architecture Alliance (AUTOSAR), chairman of the Intelligent Signal Display Task Group of the International Automotive Lighting and Optical Signal Expert Committee (GTB), secretary of the Pedal Inadvertent Acceleration Suppression Group of the Autonomous Driving and Connected Vehicles Working Group (GRVA) of the World Vehicle Regulations Coordination Forum (WP.29), and actively participate in the promotion of international standards and regulations. In the future, Yinwang will continue to exert its industrial influence, promote the construction and coordination of global unified autonomous driving standards and regulations, and promote the development of the autonomous driving industry.
Safety standards and testing frameworks are gradually unified. China is expected to rely on a complete industrial chain, rich road scenarios and rapid mass production iteration capabilities to form differentiated advantages in cross-brand delivery, cost control and product upgrades.
Facing the next stage, autonomous driving will also extend from single vehicle intelligence to a broader travel ecology, including charging, swapping, parking and other service collaborations. At the same time, it also requires car companies, suppliers, industry associations and global industry partners to form broader cooperation in standards interoperability, ecological co-construction and scenario implementation, etc., to jointly promote autonomous driving towards safe, sustainable and large-scale development.
4. The policy system is gradually improving, and the commercialization of autonomous driving is accelerating.
Driven by the continuous improvement of safety standards, access pilots and road traffic rules, the commercialization of the autonomous driving industry has an institutional foundation. At the same time, consumers’ expectations for safe, convenient, and efficient travel continue to increase, which also promotes intelligent driving from technological innovation to wider social applications. The industrial power represented by Huawei Qiankun is providing important support for the long-term development of autonomous driving through continuous technology iteration, strict safety verification and continuous accumulation of road practice.
The policy system, user needs and industrial practice are forming a joint force to promote autonomous driving from "whether it can be used" to "how to use it safely and reliably". The era of autonomous driving is steadily approaching us.
