Report on Breakthrough Strategies of OEMs and ADAS Tier 1 Suppliers for Overseas Layout of Intelligent Driving, 2026

Description

Regulatory Breakthrough, Local System Establishment, OEMs Competing for NOA Layout: Overall Trends of China's Intelligent Driving Overseas Layout in 2026

Research on overseas intelligent driving layout: domestic stock-based competition has peaked, and globalization has become a must for the development of intelligent driving

The Chinese passenger car market has completely ended its incremental expansion cycle and entered the stage of stock-based competition. From 2020 to 2025, the compound annual growth rate of passenger car sales volume in China was only 2.34%, the share of fuel vehicles continued to shrink, the industry price war was normalized, and the involution further intensified. The increasingly saturated local market is no longer able to support OEMs' large-scale production capacity release and long-term high investment in intelligence at the same time. The industry's growth ceiling has emerged.

In sharp contrast to the sluggish growth of the local market, China's automobile exports have achieved explosive growth, evolving from a supplementary business in the past into a second core business pillar. The export volume soared from less than 1 million vehicles in 2020 to 7.098 million vehicles in 2025, a 7-fold increase in just six years; meanwhile, the export penetration rate jumped from 3.9% to 20.6%, and the export business had a compound annual growth rate of 48.14%. Overseas markets have become the core engine supporting the scale layout and growth of Chinese OEMs.

From a global industrial perspective, the next 3-5 years will be a critical window period for the reshaping of the global OEM landscape and the finalization of production capacity and brand echelons. Changan Automobile estimates that the global automotive market is expected to embrace 100 million vehicles in 2030, with the new energy vehicle penetration rate increasing to 45%. The Matthew Effect in the industry will continue to strengthen, the competition threshold will be higher, and distinctive echelons will be formed: for enterprises, the annual sales volume of 3-3.5 million vehicles represents the baseline for survival; the annual sales volume of 5-7 million vehicles indicates robust operational performance; the annual sales volume of 8-10 million vehicles allows them to build global competitive moats.

Reliance solely on the domestic market can no longer help enterprises survive. Global overseas layout has evolved from an "incremental option" into "the core growth engine for OEMs in the next phase of competition". The leading OEMs are comprehensively switching their development logic from "focusing on China and radiating overseas" to accelerating the iteration to a full-system global group with global R&D, manufacturing, channel and brand capabilities.

Many domestic OEMs have upgraded their strategic anchors: focusing on the domestic market + radiating overseas -> accelerating the transformation into global automobile groups with global R&D, manufacturing, channels and brand systems (2026-2030)

BYD aims to become the global leader in scale. It plans to sell over 5 million vehicles globally (more than 1.5 million vehicles overseas) in 2026, and 6 million vehicles in 2027 with a global market share of over 10%. In 2030, BYD will consolidate and enhance its leadership as the world's No.1 new energy vehicle seller by 2030.

Dongfeng Motor released the "Skyward Sailing" globalization plan in 2026, investing hundreds of billions of yuan in promoting the layout of the entire value chain overseas, following the three-step path of "products go global - production capacity goes global - industry goes global". It aims to sell 5 million vehicles worldwide in 2030, with new energy vehicles accounting for over 70% and overseas sales volume making up 40%.

Changan Automobile has upgraded its "Vast Ocean Plan 2.0" to promote a deep transition from "product trade" to "industrial roots" in terms of overseas business, with the goal of the strategic transformation from a vehicle exporter to a global automobile group. It strives to be among the top ten global OEMs in 2030, with the global sales volume exceeding 5 million vehicles. Its overseas sales target stands at 1.5 million vehicles, with an aspirational goal of 1.8 million vehicles, and it plans to build an overseas production capacity system including 800,000 vehicles.

Domestic intelligent driving is undergoing fierce competition, forcing technology to spill over globally

The domestic intelligent driving industry is enjoying rapid penetration in China, and the market has rapidly shifted from incremental penetration to stock-based competition. The intense involution has become one of the core driving forces for OEMs to deploy in broader overseas markets. Nowadays, intelligence has become a standard feature of passenger cars instead of an option.

Data shows that the market structure has seen a fundamental upheaval: the proportion of vehicle models with NL dropped from 49.6% in 2022 to 21.8% in Q1 2026; during the same period, the penetration rate of L2 and above autonomous vehicle models climbed from 34.7% to 69.8%. Basic L2 ADAS is a fundamental market, while high-end functions such as highway NOA and urban NOA have become the only high-growth segment starting from 2024.

Currently, competition in the domestic intelligent driving market across all price ranges has become saturated. The penetration rate of L2 and above intelligent driving functions has reached 80%-90% in high-end models priced above RMB200,000, and 60%-70% in mainstream models priced between RMB100,000 and RMB200,000. Meanwhile, advanced technologies continue to trickle down. The penetration rate of intelligent driving in entry-level models priced below RMB100,000 rose from 1.6% in 2022 to 16.7% in Q1 2026. Domestic intelligent driving has narrowed its growth space and compressed its profit margins. It has become an inevitable trend in the industry to export technology and capabilities overseas.

The core barriers are highlighted: China's intelligent driving industry has generational advantages in both technology and industry chain, and boasts global output capabilities

Compared with the European, American, Japanese and South Korean markets, China's intelligent driving industry has built a three-fold generational advantage spanning technical architecture, engineering and complete supply chain. It stands as one of the few core domestic industries capable of achieving technical export with higher-dimensional superiority to overseas markets.

1. Generational advantage in technical architecture: mapfree end-to-end foundation models deliver paradigm leadership

China is significantly ahead of the world in terms of the popularization and iteration of high-level intelligent driving. China's intelligent driving industry has fully switched to the mapfree end-to-end foundation model architecture, without depending on HD maps, achieving a technology closed loop featuring low cost, strong generalization and fast iteration. However, mainstream OEMs in Europe and the United States still use the traditional map-dependent architecture, and lag behind in iteration efficiency and scenario adaptability. Currently, major vehicle models such as those of XPeng, Li Auto, and Harmony Intelligent Mobility Alliance (HIMA) are equipped with mapfree NOA as standard. Huawei said that as of April 20, 2026, the total mileage involved with Qiankun ADS had officially exceeded 10 billion kilometers. As the sales volume of cars increases, the total mileage continues to soar. The algorithm is iterated on a weekly basis, forming dual advantages in implementation efficiency and cost control.

2. Generational advantage in industry chain: the entire chain is independent and controllable, and large-scale cost barriers are built

China is the only country in the world that has a complete intelligent driving industry chain of "sensors - automotive chips - domain controllers - algorithms - simulation & annotation - vehicle integration". It has a short technology implementation cycle, high industrialization efficiency, and unique scale and cost advantages in the world. Core hardware has seen significant cost reduction: the unit price of LiDAR has plummeted from RMB200,000 to RMB1,000, and the unit price of intelligent driving domain controllers has been also down to RMB1,000. Overseas OEMs' high-level intelligent driving layout is highly dependent on China's supply chain, further consolidating China's global intelligent driving industry barriers that cannot be replicated.

ResearchInChina summarizes 4 major insights through in-depth research on the overseas layout and strategic planning of 10 OEMs and 7 Tier 1 ADAS suppliers, as well as intelligent driving configurations of over 20 typical vehicle models in major sales markets such as Europe, ASEAN, Latin America, the Middle East, Australia and New Zealand.

Insight 1: L2+ (LCA, excluding NOA) becomes the mainstream standard for overseas intelligent driving layout, with hardware strategies diverging into two routes: "dominating mass market" and "laying hardware foundation for high-end market".

Based on the configurations of 20+ mainstream overseas vehicle models: L2+ systems with LCA have become the core intelligent configuration for overseas markets, accounting for more than 50%, as the main force for differentiated competition in the ASEAN market; basic L2 ADAS serves as a basic cost-effective solution; L1 intelligent driving is only deployed on a small scale in the South American low-end market. A tiered strategy is adopted overall: high-end configurations for ASEAN, L2 dominating the mass market, and minimal basic specifications for South America.

As for product competition, L1 has low functional value and insufficient differentiation, while overseas competitors have generally included L1 as a standard feature. Chinese vehicle models going global use L2+ (here, L2+ vehicle models refer only to those adding LCA to L2 ADAS without NOA involved) as the mainstream entry-level standard. Against the backdrop of increasingly homogenized basic ADAS overseas, LCA has achieved a leap in experience at extremely low marginal cost, becoming crucial for brand premium, while simultaneously laying the hardware foundation for future NOA upgrades.

Against this background, Chinese OEMs have formed two completely different overseas layout strategies for intelligent driving hardware:

Mode 1: Lightweight ADAS first, high-end functions later (BYD, Chery, SAIC MG, Leapmotor)

Mainstream popular brands pursuing high sales volume adopt a pragmatic strategy of "low-cost market positioning and progressive upgrades". Overseas vehicle models come standard with L2/L2+ including LCA, but does not carry NOA for the time being. In order to streamline the hardware and strictly control the cost of a single vehicle, priority is given to overseas market distribution and user penetration. After NOA regulations are implemented in the target market, data compliance is completed, and scenario adaptation is mature, high-level intelligent driving capabilities will be gradually unlocked via iterative vehicle models or OTA updates, minimizing overseas certification risks and early R&D investment pressure, and achieving an effective balance between sales volume and profitability.

Mode 2: Hardware is pre-installed in one step, and software is unlocked in batches via OTA updates (XPeng)

XPeng adopts a forward-looking high-end layout strategy. All its overseas vehicle models come with full hardware specifications without compromise. They are standardly equipped with Turing chips made in China, NVIDIA Orin, 800V high-voltage platforms and MediaTek MT8676, reserving ample computing power and perception redundancy. Only L2+ functions will be enabled at the initial launch of the vehicle models. After completing UN R171 certification, European road tests and localized model tuning, VLA 2.0 will be rolled out via OTA to unlock all-scenario highway and urban NOA in one go. This mode avoids costs incurred by subsequent vehicle model revisions and repeated certifications. Leveraging generational hardware advantages, it secures a premium intelligent brand positioning overseas, breaks away from price-driven cutthroat competition, and builds long-term moats for software iteration and value-added services.

Insight 2: Powertrain architectures are diversified, and EREVs/HEVs stand out as breakthroughs for overseas sales growth in 2026

BEVs are still the main force going overseas, but Chinese OEMs will adopt a full-domain matrix layout of EVs+EREVs+PHEVs+HEVs+fuel vehicles to accurately adapt to the global differentiated market environment. From 2025 to 2026, Leapmotor launched BEVs and EREVs overseas, and Changan unveiled a global HEV model fitted with the BlueCore engine to make up for the shortcomings of overseas products with HEVs.

The overseas rollout of diversified powertrains is an inevitable result driven by three factors: market demand, cost and policies. From the consumer side, battery electric vehicles remain constrained by charging infrastructure, low-temperature performance and long-distance range limitations. Hybrid vehicles offer range anxiety-free driving, low fuel consumption and adaptability to all usage scenarios. From the corporate side, hybrid models built on conventional chassis architectures come with lower marginal costs and better profitability. From the policy side, many countries have relaxed timelines for ICE bans, creating a long-term market window for hybrid vehicles to enter overseas markets. After the hybrid matrix is completed, Chinese OEMs can cover different infrastructure, different policies, and different consumer markets around the world.

Insight 3: UN R171 S02 ends the gray zone of overseas intelligent driving layout, and 2027 marks the turning point for global NOA commercialization

In June 2026, the UNECE WP.29 plenary session adopted updates including UN R171 Series 02 for Driver Control Assistance Systems (DCAS), embracing automatic lane changes in urban areas, roundabout passage, and urban NOA. The world's first mandatory international regulations for urban NOA will be mandatory in the EU at the end of 2026. The new regulations recognize the legal commercial status of urban NOA at the level of international rules for the first time, completely ending the gray zone of "no legal basis and locked functions" for high-level intelligent driving systems overseas for many years.

Previously, due to the lack of global high-level intelligent driving regulations, domestic vehicle models generally omitted NOA functions but only retained basic ADAS. With the launch of R171 S02, the industry will form a clear layered approach: the basic L2 ADAS will prevail in best-selling low-priced vehicles, and the certified version of all-scenario NOA will be seen in high-end premium vehicles. 2027 will mark a key turning point for the large-scale commercialization of global high-level intelligent driving.

Global OEMs are simultaneously racing to seize the NOA window period in 2027

XPENG adopts a technology-first strategy to await regulatory clearance. It will launch European road tests in Q4 2026 and complete the global delivery of the second-generation VLA in 2027. Supported by a technology foundation pre-adapted to the new regulations, XPENG will achieve the overseas rollout of fully-featured urban NOA.

Mercedes-Benz plans to launch MB.DRIVE ASSIST PRO at the end of 2026 and officially enter the urban NOA arena. It will initially launch urban NOA in core cities in Germany and roll it out comprehensively in 2027. It will realize complex urban NOA based on Orin, marking the European luxury brand's entry to high-level urban NOA.

Tesla continues to accelerate the global rollout of FSD in 2025-2026, relying on full-domain data iteration to consolidate its overseas intelligent driving base.

Insight 4: Overseas layout of intelligent driving has moved from the 1.0 era of product trading to the 2.0 era of territorial systematization

The one-way trade model was adopted in the 1.0 era: products were finalized domestically, sold overseas, and the lifecycle terminates upon delivery, with no ongoing iteration, localized adaptation or compliance closed-loop. However, urban NOA is a technology heavily bound by scenarios, regulations and data. It cannot be standardized and plug-and-play. Simply exporting products can no longer support the implementation of high-level intelligent driving.

The industry has officially entered the 2.0 era of taking root in overseas markets, extending from "hardware products" to "software + services + solutions". The core relies on three major local capabilities: local R&D organization, data full-link closed loop, localized technical operation and maintenance, and the construction of intelligent driving infrastructure.

Wherein, data localization is the rigid bottom line of EU compliance: the GDPR and WP29 strictly prohibit cross-border data backhaul training. At the same time, European road rights, road signs, and traffic mixed scenarios are hugely different from Chinese ones, making it impossible to rely on China's domestic remote parameter adjustment to complete adaptation. Therefore, building a local data center in Europe and building a domestic closed loop of "collection-labeling-training-iteration" is no longer an optional advantage for enterprises, but a necessary prerequisite for the overseas compliance commercialization of high-level intelligent driving. Competition in overseas intelligent driving layout has evolved from rivalry over product strength into systematic competition encompassing overseas R&D ecosystems, data compliance frameworks and localized iteration capabilities.

Case study: Zhuoyu Technology's strategy in the German intelligent driving market

Since 2025, Zhuoyu has fully implemented its deep localization strategy of "In Europe, for Europe," and officially opened its European headquarters in Braunschweig, Germany in 2026. It has built its own local R&D center and regional testing data center, simultaneously recruiting local talents for R&D, vehicle integration, compliance, and business positions, establishing a complete localized operating organization, and adapting its underlying architecture to EU regulations and OEM cooperation requirements.

On the business side, it adopts a two-pronged approach in overseas layout: First, following the wave of Chinese independent brands going global, it provides intelligent driving support for vehicles exported by FAW Hongqi, Sinotruk, and others; currently, it is advancing a commercial vehicle ADAS project for the European market with Sinotruk, and both parties are simultaneously planning the establishment of a localized production line in Europe. Second, it enters the European OEM supply chain, focusing on traditional OEM projects such as Volkswagen, BMW, Mercedes-Benz and Audi, and has already launched the next-generation intelligent driving POC (Proof of Concept) with the Volkswagen Group in Europe. The project selects ID.Buzz as the verification vehicle, equipped with Jimu System 2.0 (perception system), Zhizhou Blind-spot Filling Radar, and Thor. With an 11V1RSL sensor solution, it has completed real-vehicle road tests on highway NOA, urban NOA, and APA in Europe. The project is currently in the POC stage and plans to complete verification by the end of 2026, followed by mass production and designation.

Intelligent driving product application: Zhuoyu Technology has clearly defined commercialization priorities in the European market: highway NOA will be prioritized for mass production and application, while conventional L2 ADAS will be deployed simultaneously as a basic configuration. In 2026, the intelligent driving system will iterate to a multi-modal unified representation foundation model (MFM). Relying on a single foundation model to complete unified perception and decision-making of the physical world, the intelligent driving system is natively compatible with typical European scenarios such as highways, urban roads, roundabouts, trams, etc. It can not only directly match the current regulatory environment to conduct highway NOA mass production and delivery, but also provide a complete technical foundation for subsequent urban NOA commercialization. The model has strong cross-zone generalization capabilities, and can seamlessly adapt to the left-hand drive markets in Europe and right-hand drive regions such as the United Kingdom and Australia in one architecture, achieving model subject multiplexing on a global scale.

Chinese OEMs have completed a strategic leap in the overseas layout of intelligent driving, shifting from a passive export strategy to active global strategy. The involution of the domestic stock-based market has forced the industry to seek incremental breakthroughs externally. The mature mapfree foundation model technology and the complete industry chain have created a global generational technological advantage. The UN R171 S02 has opened a global compliance window for high-level intelligent driving. With the combined benefits of these three factors, 2026-2027 will be the transformative era for the globalization of China's intelligent driving. In the future, industry competition will no longer only focus on vehicle models or isolated functional capabilities, but center on a comprehensive system consisting of global product matrix, layered hardware-software strategies, localized R&D ecosystems, and compliant data systems. China's automotive industry will officially move from the "product export era" to the "intelligent technology and industry standard output era", reshaping the global autonomous vehicle competition landscape.

Product Code: DTT012

1 Global Regulations for Overseas Intelligent Driving Layout

1.1 Detailed Explanation of Intelligent Driving Regulations
International Organizations and Institutions That Develop Standards Related to Intelligent Driving
Global Organizations and Institutions for Intelligent Driving Standardization
Intelligent Driving Classification of SAE
Introduction to the UNECE World Forum for Harmonization of Vehicle Regulations (WP.29)
Regulations Issued by WP.29 over the Years
EU GSR
EU GSR - ADAS Function Requirements
GSR - Regulation List
GSR - Draft Amendments
Interpretation of UN R155 ("Cybersecurity" Regulation)
R155 Certification - CSMS Certification
R155 Certification - VTA Certification
The Reference Role of ISO 21434 for Suppliers in the Implementation of R155
Interpretation of UN R156 ("Automotive Software Upgrade" Regulation)
UN R156 - Software Upgrade Management System (SUMS)
UN R156 - Vehicle Type Approval
UN R157 - "ALKS"
UN R157 - "ALKS" Regulatory Framework
UNECE R157 Tests (1)
UN R171 - Driver Control Assistance Systems (DCAS)
Definition, Functional Classification, and Applicable Technical Standards of DCAS
Typical DCAS Functions and Requirements
Driver Roles and HMI Requirements
Safety and Fault Tolerance Mechanisms of DCAS
Software Identification and Production Consistency of DCAS
Follow-up Monitoring of DCAS
UN R171.01 - Draft
International Organization for Standardization (ISO)
Working Groups of ISO
Intelligent Driving Standard System of ISO
Introduction to the General Data Protection Regulation (GDPR)
Overview of General Data Protection Regulation (GDPR)
Mandatory Obligations of Enterprises under GPDR
Five Misconceptions about GDPR
Introduction to NCAP
ENCAP: Evaluation Dimensions
ENCAP: Star Rating Standards
ENCAP 2026: New Requirements
1.2 Regulatory Certification Process
Automotive Function Certification Process
Selection of Testing Organizations (1)
Selection of Testing Organizations (2)
Testing Capabilities of China Automotive Engineering Research Institute Co., Ltd. (CAERI)
UN R157 01 - ALKS
Official Inclusion of DCAS in EU Type Approval Marks a New Era for Overseas Intelligent Driving Layout
R171 - Certification Requirements
Materials Required for Type Approval
Testing and Verification for Type Approval
Differences between R79, R171 and R157 in Key Aspects
ADDW Regulations
1.3 Overseas Intelligent Driving Layout Problems and Solutions
Problem 1: Data Compliance and Closed Loop for Mid-to-High-Level Overseas Intelligent Driving Layout
Two Main International Regulatory Models
Core Points of Data Anonymization
Core Points of Cross-Border Data Transmission
EU Standard Contractual Clauses
Volcano Engine's Data Compliance Governance and Cross-border Control Solution
Solution - Establishing a Local Data Closed Loop
AWS Helps XPeng's Overseas Cloud Data Deployment
Problem 2: User Experience Localization
Global ADAS User Driving Behavior Differences
Differentiated Challenges in European Intelligent Driving Testing
Corner Cases in European Lane Micro-Scenarios
Direct Impact of Key European Regulatory Differences on Technology R&D
Building a Localized Scenario Library
Overseas Layout Model: Light Asset Model of Suppliers
Problem 3: Trust Barriers in Overseas Intelligent Driving Layout
Enhancing Trust by Partnering with Top International OEMs
Problem 4: Comprehensive Alignment of R&D Processes, Management Systems, and Safety Culture
Automotive Software Process Improvement and Capability Determination (ASPICE)
ASPICE Classification
ISO 21448 - SOTIF
ISO 21448 - SOTIF Testing Process
ISO 21448 - SOTIF Test Results
Problem 5: Hardware-Level Challenges in Overseas Layout
Current Optimal Solution: Collaborating with International Intelligent Driving Suppliers
Overseas Layout with an Asset-Light Intelligent Driving Platform through Qualcomm
Advantages of Qualcomm Snapdragon Ride Platform

2 Core Markets for Overseas Intelligent Driving Layout of Chinese OEMs

2.1 Southeast Asian Market
Automobile Sales Volume in Six ASEAN Countries, 2023-2025
Automotive Market Breakdown by Vehicle Model in Six ASEAN Countries, 2025
Market Share of Top 15 Automobile Brands in Six ASEAN Countries
Sales Volume and Market Trends of New Energy Vehicles (BEVs/HEVs) in Six ASEAN Countries, 2023-2025
Sales Volume of Top 15 New Energy Vehicle Brands in Six ASEAN Countries, 2023-2025
Consumer Acceptance of New Energy Vehicles in Countries
Intelligent Driving Capability and Configuration of Top-Selling Vehicle Models in Six ASEAN Countries, 2025
Insight into the Configuration Layers of Intelligent Driving (ADAS) Zones in Six ASEAN Countries
EV 3.0/EV 3.5 in Thailand (1)
EV 3.0/EV 3.5 in Thailand (2)
Development Roadmap of Intelligent Connected Vehicles in Thailand (2025-2030)
Challenges in the Development of Intelligent Connected Vehicles in Thailand
2.2 European Market
China's Automobile Exports by Region and Growth, 2015-2026
European Automotive Market
Key European Markets: Germany
Key European Markets: UK
Key European Markets: Spain
EU Released Industrial Action Plan for the European Automotive Sector in 2025
Intelligent Driving Levels in Five European Countries, 2022-2025
Summary of Intelligent Driving Market Insights in Five European Countries, 2025
Best-Selling Chinese Vehicle Models in the European Market: Intelligent Driving Configuration Comparison
Status Quo and Size of European Intelligent Driving Market
Overview of L2+ Market in Europe
Development Plan for Intelligent Driving in Europe
Driving Factors for European Intelligent Driving Market
Intelligent Driving of OEMs in Europe (1)
Intelligent Driving of OEMs in Europe (2)
Intelligent Driving of OEMs in Europe (3)
Intelligent Driving of OEMs in Europe (4)
Future Trends of Intelligent Driving and Overseas Layout Strategies in Europe
2.3 North American Market
Status Quo and Size of North American Intelligent Driving Market
Development Plan for Intelligent Driving in the United States
Intelligent Driving of OEMs in North America
Driving Factors for North American Intelligent Driving Market
Future Trends of Intelligent Driving and Overseas Layout Strategies in North America
2.4 Other Markets in Asia-Pacific
Status Quo and Size of Asia-Pacific Intelligent Driving Market Driving Market
Japan's Intelligent Driving Development Plan
South Korea's Intelligent Driving Development Plan
Intelligent Driving of OEMs in South Korea
Intelligent Driving of OEMs in Japan
Driving Factors for Asia-Pacific (excluding China) Intelligent Driving Market
Future Trends of Intelligent Driving and Overseas Layout Strategies in Asia-Pacific (excluding China) Intelligent Driving Market
2.5 Overseas Market Attractiveness
Location Selection for Overseas Intelligent Driving Layout
Global Intelligent Driving Penetration Rate Comparison
Future Trends of Global Intelligent Driving Market
Intelligent Driving Feature Subscription Model

3 Overseas Intelligent Driving Layout Comparison and Evolution Trends of Chinese OEMs

3.1 Evolution Trends of Domestic Overseas Intelligent Driving Layout
Driving Forces for Domestic Overseas Intelligent Driving Layout (1)
Driving Forces for Domestic Overseas Intelligent Driving Layout (2)
Driving Forces for Domestic Overseas Intelligent Driving Layout (3)
Driving Forces for Domestic Overseas Intelligent Driving Layout (4)
Trend 1 of Overseas Intelligent Driving Layout: From Vehicle-bundled Deployment to Systematic Localized Development
Driving Factors Behind the Trend of Intelligent Driving from Vehicle-bundled Deployment to Systematic Localized Development (1)
Driving Factors Behind the Trend of Intelligent Driving from Vehicle-bundled Deployment to Systematic Localized Development (2)
Driving Factors Behind the Trend of Intelligent Driving from Vehicle-bundled Deployment to Systematic Localized Development (3)
Case Study: Zhuoyu Technology Enters the German Intelligent Driving Market with a "Localized Layout" Strategy
Trend 2 of Overseas Intelligent Driving Layout: Overseas Model Shifts from Isolated Operation to Ecological Co-construction
Trend 2: UN R171 Series 02 Brings NOA Out of the Regulatory Grey Zone and Into an Era of Formal Compliance, and 2027 Is Expected to Become the Inflection Point for Global High-Level Intelligent Driving (1)
Trend 2: UN R171 Series 02 Brings NOA Out of the Regulatory Grey Zone and Into an Era of Formal Compliance, and 2027 Is Expected to Become the Inflection Point for Global High-Level Intelligent Driving (2)
Case 1: XPeng Plans to Deliver Its Second-Generation VLA Globally in 2027
Case 2: The Launch of Mercedes-Benz MB.DRIVE ASSIST PRO Marks the Official Entry of European Luxury Brands into the Urban NOA Competition
Case 3: BMW Plans to Accelerate the Large-Scale Implementation of Highway NOA in 20+ European Countries by 2026-2027
Evolutionary Path of Chinese OEMs' Overseas Intelligent Driving Layout
3.2 Overseas Intelligent Driving Layout Comparison of Chinese OEMs: Strategic Goals & Paths, Intelligent Driving Configurations of Representative Vehicle Models
Comparison of Strategic Goals and Paths: BYD, Chery, Geely
Comparison of Strategic Goals and Paths: SAIC, Dongfeng, Changan
Comparison of Strategic Goals and Paths: Leapmotor, XPeng, NIO
Comparison of Overseas Autonomous Vehicle Models of Chinese OEMs: Latin America, ASEAN
Comparison of Overseas Autonomous Vehicle Models of Chinese OEMs: Australia and New Zealand, Middle East
Comparison of Overseas Autonomous Vehicle Models of Chinese OEMs: European
Insight 1: L2 ADAS and L2+ (LCA) Have Become the Mainstream Configurations for Chinese Autonomous Vehicle Models Exported Overseas
Insight 2: Chinese OEMs' Overseas Energy Architecture Is Moving towards Diversified Layout; EREVs and HEVs Enter Mainstream Overseas Markets by 2026
Case 1: Leapmotor Expands Its Range-Extended Product Line Overseas and Quickly Launches Products in Multiple Markets
Case 2: In 2026, Changan Launched the First Batch of Global Vehicle Models Fitted with the BlueCore Super Engine
Insight 3: Overseas Intelligent Driving Layout Is Stratified, Forming Three Product Echelons
Insight 4: The Global Market Is Clearly Stratified, and Competition Strategies Are Highly Convergent

4 Overseas Intelligent Driving Layout of OEMs

4.1 BYD
Profile
Strategic Focus in the Next 3-5 Years: New Arenas, New Products, New Markets, New Technologies
Overseas Sales Volume Growth Trend and Future Scale
Overseas Layout Route
Development in Seven Major Overseas Markets: 2024-2025
One of the Largest Markets: Overseas Layout in Europe in 2026
Overseas Factory Layout
Overseas Factory Construction Model
Global Layout: Regional Concentration Characterizes Localized Production Capacity
Overseas Recharging Network Deployment: 6,000 Flash Charging Stations Are Expected to Be Established
Global Intelligent Driving Layout: European Headquarters Settled in Hungary
Global Intelligent Driving Layout: Data Training Center
Overseas Best-Selling Vehicle Models, 2025
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: Yuan Plus
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: Sea Lion 07 EV
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: Dolphin
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: 06DM-i
Overseas Intelligent Driving Layout Summary: Strategy, Product, Market, Planning
4.2 Chery
Profile
Operation in 2025
Strategic Focus for the Next 2-3 Years
AI Officially Enters 2.0 in 2026
Overseas Export Volume and Global Total Sales Volume
Main Overseas Markets in 2026 (1): Global Market
Main Overseas Markets in 2026 (2): Europe
Global Intelligent Driving Layout: Establishing Data Centers Overseas
Global Intelligent Driving Layout: Road Testing and Localized Algorithm Fine-tuning
Global Intelligent Driving Layout: Passing UN/ECE R171 Safety Management System (SMS) Review
Global Intelligent Driving Layout: Implementation Pace
Motovis Is Designated by Chery's Export Vehicle Model
Global Intelligent Driving Layout: R&D Center
Global Intelligent Driving Layout: Production Capacity Layout (1)
Global Intelligent Driving Layout: Production Capacity Layout (2)
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: JAECOO 7 Prestige
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: Omoda E5
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: Jaecoo J8
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: JAECOO 7
4.3 Geely
Operation in 2025
Strategic Goals in 2030
Overseas Sales Volume (2021-2026)
Overseas Sales Volume Growth Drivers in 2026
Overseas Market in 2026
Globalization Layout Plan (1)
Globalization Layout Plan (2): Implementing the "3+2" Five Core Market Pattern
Globalization Layout Plan (3)
Vehicle Model Deployment Solutions in Core Overseas Regions in 2026
Overseas Core Factory Layout (1)
Overseas Core Factory Layout (2)
Lotus Elite Passed EU R171 Certification (1)
Lotus Elite Passed EU R171 Certification (2)
Comparison of Intelligent Driving Solutions and Suppliers for its Overseas Vehicle Models
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: EX5 EM-i
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: ZEEKR 009 VS ZEEKR 7X
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2026: EX2
Overseas Representative Vehicle Model: ZEEKR 9X will enter the Middle East, Central Asia and Europe in Q3 2026.
4.4 SAIC
Profile
Operation in 2025
Six Strategic Priorities in 2026
Setting Development Goals in 2027
Three Stages of Overseas Layout
Comprehensive Analysis of the Group's Glocal 3.0 Strategy
Overseas Production Capacity Layout (1)
Overseas Production Capacity Layout (2)
Overseas Production Capacity Layout (3)
Global Sales Volume and Overseas Sales Volume, 2021-2026
Overseas Zone Segmented Sales Volume Distribution
Overseas Sales Volume of MG
Representative Overseas Autonomous Vehicle Model in 2026: MG 4
Representative Overseas Autonomous Vehicle Model in 2025: MG HS Hybrid
Representative Overseas Autonomous Vehicle Model in 2025: IM LS7 Urban Fit
4.5 Dongfeng Motor
Dongfeng Released "Skyward Sailing" Global Overseas Strategy in 2026
Dongfeng's Global Market Layering Layout
Dongfeng Motor Corporation's Global Total Sales Volume and Overseas Sales Volume, 2021-2026
Passenger Car and Commercial Vehicle Overseas Sales Volume of Dongfeng Motor Corporation, 2021-2025
Dongfeng Motor's Overseas Path: Partnering with Stellantis
Voyah's Global Strategy Layout (1)
Voyah's Global Strategy Layout (2)
Dongfeng Motor Corporation's Overseas Production Capacity Layout
Representative Overseas Autonomous Vehicle Model in 2025: Voyah Free
4.6 Changan Automobile
Deconstructing the "1445 Strategy"
Globalization Progress
Launch of the "Vast Ocean Plan" 2.0 in 2026: Shifting from Vehicle Export to Local Cultivation
Global and Overseas Sales Volume, 2021-2026
Overseas Production Capacity
Global Sales Volume, 2025
European Market Layout
Representative Overseas Autonomous Vehicle Model in 2025: Deepal S05
Representative Overseas Autonomous Vehicle Model in 2025: Deepal S07
Representative Overseas Autonomous Vehicle Model in 2026: CS35 Max
4.7 Tesla
Global Launch Timeline of FSD
Launch Timeline of FSD in North America and Asia
Launch Timeline of FSD in Europe and Australia/New Zealand
FSD V14 Technology Solution and Intelligent Driving Model Breakdown
FSD V14 Upgrade Direction
AD Algorithm Development History (2013-2026)
End-to-end Process 2024-2026
Global Production Capacity
4.8 Xpeng
Operation in 2025
Globalization Strategy
Global R&D Centers
Global and Overseas Sales Volume in 2021-2025 and Future Planning
Global Manufacturing Layout
Global Sales Volume, 2025
Globalization Layout: Three Core Overseas Market Strategies Breakdown
Latin America Market Layout Plan (2026-2028)
Southeast Asia Market Layout: Malaysia Market Development Plan (2026-2028)
Southeast Asia Market Layout: Charging Network Infrastructure
Africa Market Layout: Strategic Iron Triangle
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2026: G6
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2026: X9
4.9 Leapmotor
Global Delivery Volume and Overseas Delivery Volume, 2021-2026
Overseas Layout Route
Global Sales Volume, 2025
Global Factory Capacity, Vehicle Models, and Production Modes
Global Layout Status Quo and Future Plans
Cooperation Model with Stellantis
Overseas Market and Vehicle Model Adaptation Strategy: European Market
Overseas Charging Network Layout and Core Partners
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: C10
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2025: T03
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2026: B10
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2026: Lafa 5
4.10 NIO
Global Sales Volume and Overseas Sales Volume, 2021-2025
Global Sales Volume, 2025
Global R&D, Production and Overseas Markets
Entry into Three New Markets in 2025-2026
Participating in the Development of Singapore's National Standard for Charging and Swapping S722
Layout in Europe
Major Challenges for Intelligent Driving in the European Market
Intelligent Driving Configuration of Representative Overseas Vehicle Model in 2026: Firefly (RHD)

5 Overseas Intelligent Driving Layout of Chinese ADAS Tier 1 Suppliers

5.1 Desay SV
Profile
Global layout
Four Major Businesses and New Product Layout
Robot Intelligence Foundation: AI Cube
Overseas Layout Path: Supply Chain Localization
Comparison of Core Information of Global Factories
Achieving a Local Overseas Layout Path through the Spanish Factory
Overseas Layout: Intelligent Driving
Overseas Layout: L4 Intelligent Driving Products
Revenue in 2025
Projects under Development, 2025
5.2 neueHCT
Profile
Strategic Analysis 1: Moving Downward to Achieve Universal Access to Intelligent Driving, Moving Upward to Enter L4 Scenarios
Strategic Analysis 2: Overseas Layout, Accelerating Overseas Market Layout
Key Factors for the Implementation of Cross-Border Intelligent Driving
Overseas Intelligent Driving Products
Strategic Agreement Reached with Here Technologies
Strategic Layout 3: From Four-Wheel Drives to Two-Wheel Drives, Deploying Cross-Industry Incremental Products
Overseas Intelligent Driving Layout Summary: Strategy, Product, Market, Planning
5.3 Horizon Robotics
Operation in 2025
Strategic Focus in 2026-2028 (1)
Strategic Focus in 2026-2028 (2)
Overseas Layout: Major Markets
Overseas Layout: Intelligent Driving Products
Overseas Layout Strategy 1: Binding with Global Tier 1 Vendors
Overseas Layout Strategy 2: Following Chinese Independent Brand Vehicles to Go Global and Case Analysis
Global Strategic Cooperation Reached with Astemo: Intelligent Driving Products and Solutions
Overseas Layout Path - Following Domestic OEMs to Go Global
Overseas Layout Path - Cooperating with International ADAS Tier 1 Suppliers
Regulatory Certification
Overseas Intelligent Driving Layout Summary: Strategy, Product, Market, Planning
5.4 Zhuoyu Technology
Strategic Priorities in 2026
Implementing the "In Europe, For Europe" Global Layout
Strategy for Entering the German Intelligent Driving Market
Comparison of the Chinese and German Intelligent Driving Markets
Overseas Layout in Europe: Hardware Products
Intelligent driving domain controller
ClixPilot
Achieving All-Scenario, Full-Category, and Globalization Through Multimodal Intelligent Foundation Models
Launch of Mobile Physical AI Foundation Model in 2026: Native Multimodal Foundation Model
Overseas Intelligent Driving Layout: Designation
Overseas Intelligent Driving Layout Summary: Strategy, Product, Market, Planning
5.5 UISEE
Profile
Financial Analysis in 2023-2025 (1)
Financial Analysis in 2023-2025 (2)
Four Business Models for L4 and L2 Intelligent Driving (1)
Four Business Models for L4 and L2 Intelligent Driving (2)
L4 Autonomous Driving Collaboration: U-Drive
L4 U-Drive System Adopts a Collaborative Architecture of "Vehicle Brain + Cloud Brain"
Iteration Roadmap of U-Drive 1.0-U-Drive 7.0
Intelligent Driving Algorithm of U-Drive 7.0
Global Overseas Layout
Overseas Layout Plan for the Next 3 Years
Overseas Strategy for L4 Intelligent Driving
Successful Overseas Cases
Overseas ADAS Product: Driving-Parking Integration Domain Controller
Overseas Intelligent Driving Layout Summary: Strategy, Product, Market, Planning
5.6 iMotion
Profile
Global Layout
Overseas Layout (1) - European R&D Center
Overseas Layout (2) - Proton
Overseas Layout (3) - Establishing a Localized Operation System in Southeast Asia
Overseas Path
Data Compliance Processing
Overseas Product (1) - Front View All-in-One
Overseas Product (2) - Domain Controller
Overseas Product (3) - Domain Controller
5.7 ECARX
Profile
Global Layout
Technology Passes ISO's Three System Certifications
Technology "Software FMEA Analysis Method"
Technology Reaches Strategic Cooperation with MPS to Promote Global Supply Chain Ecosystem Diversification
Deep Technical Cooperation with HERE in Global Map Data Compliance
Partnering with Smart to Establish a Joint Venture
Core Overseas Layout Solutions (1) - Antora Computing Platform
Core Overseas Layout Solutions (2) - Cloudpeak Cross-domain Software Platform
Core Overseas Layout Solutions (3) - Skyland Intelligent Driving Platform
Overseas Vehicle Models Equipped with Ecarx's Intelligent Driving Solution
5.8 Bosch's Overseas Intelligent Driving Layout
5.9 Momenta's Overseas Intelligent Driving Layout
5.10 Yinwang Technology