3 Stories

software-defined vehicle

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.

Sep 11, 202610 min

XPengVolkswagen

XPeng and VW Signal EV Software Power Shift

XPeng’s new X-Mind framework and China’s fast-rising OTA ecosystem highlight how Chinese EV brands are turning AI, smart cockpits, and software-defined vehicles into core competitive advantages. At the same time, Volkswagen’s reported plan to cut up to 100,000 jobs shows the mounting pressure on legacy automakers as the global EV market shifts toward software, autonomy, and recurring digital revenue.

Jun 30, 20268 min

GeelyGeely Xingyuan

Geely Surges as Xingyuan Hits 600,000 Deliveries

Geely has hit a major milestone as the Geely Xingyuan surpassed 600,000 deliveries in just 536 days, underlining its dominance in China’s A0 EV segment with more than 30% share. At the same time, Geely is consolidating its European engineering operations to accelerate software-defined vehicle and EV platform development, a move that could sharpen its global competitiveness.

Mar 30, 202610 min

software-defined vehicle

China EVs: SDV and Physical AI Reshape Mobility

XPeng and VW Signal EV Software Power Shift

Geely Surges as Xingyuan Hits 600,000 Deliveries

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