AINews
AI SHIFT:
Huawei’s Smart-Car Stack Becomes A Dependency For China’s EV Makers
Huawei introduced Qiankun ADS 5, HarmonySpace 6 and Qiankun OS as Chinese automakers deepen reliance on its smart-driving technology.
Its intelligent automotive solutions unit generated 45 billion yuan in 2025, up 72%, with 18 billion yuan planned for smart-driving R&D in 2026.
The central risk for automakers is whether Huawei’s technology advantage turns into strategic lock-in as the EV market consolidates.
