RTI

China EVs: SDV and Physical AI Reshape Mobility

China’s EV market is rapidly becoming a software-defined vehicle battleground, with L2 passenger-car penetration reaching 64% in 2025 and middleware platforms like RTI’s Connext Drive gaining importance. At the same time, JD.com’s massive physical AI push and Westlake Robotics’ latest funding show how embodied AI, robotics, and Chinese EV technology are starting to converge into a broader intelligent mobility ecosystem.