Daniel Abreu Marques’ Post

Waymo is in talks with Hyundai Motor Company (현대자동차) to potentially use the Ioniq 5 for its self-driving cars, replacing the current ZEEKR International models in response to new trade policies. ⬇ 🚗 South Korean media reports reveal that Alphabet’s Waymo and Hyundai have met several times to explore outsourcing production of Waymo's sixth-gen autonomous vehicles to Hyundai. The key model being discussed is Hyundai’s electric Ioniq 5. 🇺🇸 This comes just as the U.S. government enforces steep tariffs on Chinese imports, including a 100% duty on electric vehicles, potentially making the Zeekr partnership less viable for Waymo. 🤖 Despite this, Waymo and Zeekr have reaffirmed that their partnership remains intact, while Hyundai has stated no final decisions have been made about this new potential collaboration. 💬 This move could indicate that Waymo is exploring alternatives to navigate rising costs while securing a reliable production line for its next-gen self-driving fleet! #AV #automotive #ev

Until now, Waymo next gen robotaxi was going to be a Chinese-made Zeekr. With Hyundai and its excellent #Ioniq5, Waymo wisely has an alternate vehicle platform in light of tariffs and potential conflict with China. How this changes the future of Hyundai’s Motional self-driving investment…remains to be seen, but it isn’t good. Waymo is running away with deployment of robotaxis in the USA. GM’s Cruise has not yet shown it can recover from last year’s disaster. Amazon’s Zoox has not yet shown the aggression required to build a robotaxi business. I believe the strongest competitor will come from elsewhere, but not for many years.

Days after the Biden administration finalized steep tariff increases on Chinese EV imports, the ripple effects might have reached the realm of self-driving vehicles. Self-driving tech company Waymo is holding discussions with Hyundai Motor Group about using the automaker's Ioniq 5 electric vehicle as a robotaxi platform. The talks come as Waymo, an Alphabet subsidiary, searches for an alternate to its Zeekr robotaxi platform, which is designed and developed with Chinese automaker GEELY. The tariff is set to increase to 100% on Sept. 27. Zeekr robotaxis equipped with Waymo's latest self-driving technology had started trickling into Waymo's U.S. test fleet in May, when the White House announced the tariffs, but have not yet been commercially deployed. https://lnkd.in/enfTyzvc

🚗💡 Waymo is reportedly in talks with Hyundai to use the Ioniq 5 EV for its next-generation self-driving taxis, potentially shifting away from its Chinese partner Zeekr. This comes just as new U.S. tariffs on Chinese imports, including EVs, are about to take effect—showing how geopolitical tensions are starting to influence tech partnerships and the future of transportation. As Waymo scales up its robotaxi services across major U.S. cities, the collaboration with Hyundai could accelerate the mass deployment of autonomous vehicles. But with regulatory hurdles, trade policies, and evolving technology in the mix, how soon will self-driving taxis become a part of our everyday lives? We’re entering a pivotal moment for both the tech and automotive industries—where innovation, politics, and global markets collide. #AutonomousDriving #Innovation #Hyundai #Waymo #FutureOfMobility #EV #AI #Transportation #Geopolitics #TechTrends #TradeTariffs

Hyundai Ioniq 5 will be the next Waymo robotaxi.   It's a shame to see that the global markets are becoming more compartmentalized. That's not good for us all.   It's good to be prepared, as Waymo and Hyundai are in this case. The tariffs on Chinese vehicles and the discussion about banning Chinese hardware and software in connected American vehicles have probably had an impact. Waymo already had a good partner in Zeekr and the Zeekr Van M-Vision had everything it needed.   Nevertheless, Hyundai with its very good EV portfolio and very efficient vehicles is always a good partner and especially in the current times, I think cooperation is the key to solutions.   I hope we will see more of this on a global level soon. https://lnkd.in/dUW8JwF3   #cooperation #waymo #robotaxi

Some excerpts from this week's NYT piece: "Across China, 16 or more cities have allowed companies to test driverless vehicles on public roads, and at least 19 Chinese automakers and their suppliers are competing to establish global leadership in the field. No other country is moving as aggressively." "On June 4, Beijing authorized nine Chinese automakers — including Nio, BYD and SAIC Motor — to begin tests of advanced assisted driving systems that go beyond Tesla’s Full Self-Driving." "The China Society of Automotive Engineers forecasts that 20 percent of the cars sold in China in 2030 will be completely driverless and that another 70 percent will have advanced assisted driving technology"   The next wave of disruption is clearly unfolding and will land here in two-to-three years time. The incumbent car brands have had ample warning, but there are always more tariffs to fall back on, I suppose? https://lnkd.in/eTza6ZYg #driverless #autonomouscars #china #automotive

Mercedes Benz, Toyota and Hyundai Motor are now increasingly partnering with Chinese tech giants to stay competitive in China’s dynamic auto market. Hyundai Motor and Kia are collaborating with Baidu for mapping and AI technologies, while Nissan is also partnering with Baidu for AI. Toyota has engaged Tencent for AI models, cloud services, and big data. Mercedes-Benz is integrating Tencent’s mobile racing game into its entertainment system to enhance the in-car experience. Chinese automakers have gained an edge by developing sophisticated auto-driving and software systems, contributing to their higher domestic sales compared to foreign brands. The shift towards electric vehicles (EVs) has diminished the dominance of global internal-combustion-engine car manufacturers. Foreign carmakers are learning to adapt to the Chinese market’s demands to maintain their market share. Chinese EV makers are setting high standards with advanced features at competitive prices. Auto-driving technology is a key area of investment, often in collaboration with local tech firms. The race is on for intelligent driving features and interactive control systems that can analyze health data, provide driving suggestions, and allow voice and gesture control. Access to local data is crucial for these systems, and Chinese tech giants hold the key with their vast user data. Driving in China is becoming an experience beyond mere transportation. As autonomous driving frees drivers from the wheel, the demand for enhanced entertainment and innovative features will only grow. Foreign automakers must enter this race now or risk being left behind. #autotech #mercedes #chinaev #alibaba #autoindustry #marketdominance

Volvo and Daimler agree to JV on software-defined trucks/ Volvo Group and Daimler Trucks will jointly develop a software-defined vehicle platform to help transform the commercial vehicle segment. By Will Girling The post Volvo and Daimler agree to JV on software-defined trucks appeared first on Automotive World .

Waymo talking with Hyundai Motor Company (현대자동차) over self driving cars 🚘 Waymo is in talks with Hyundai Motor to outsource manufacturing of its self driving vehicles, Reuters reported South Korean newspaper Electronic Times as saying. According to the report, Waymo and Hyundai Motor officials have met more than three times to discuss a plan to use Hyundai's Ioniq 5 electric vehicles for Waymo's sixth generation self driving technology abd the plan includes replacing offerings from China's Zeekr. Reuters noted the report came as President Joe Biden's administration last week locked in steep tariff hikes on Chinese imports, including a 100% duty on electric vehicles, which will take effect on 27 September. Waymo said in a statement to Reuters: "We'll decline to comment on speculation, but I can share that we are hard at work validating the sixth generation Waymo Driver on the Zeekr platform and intend to introduce it into our fleet when ready." Zeekr told the news agency: "There is no change to Zeekr’s partnership with Waymo," adding that they are "actively working together to deploy the vehicles". #partnership #selfdrivingcars #automotive

"From Leadership Shifts to Flying Cars: Xpeng's Recent Move" Lin Yishu, who led Xpeng's North American smart driving team, has left the company. Junyao is taking over his responsibilities. Wu Xinzhou, former VP of autonomous driving, left last August to join NVIDIA Corporation. Xpeng has seen several key personnel depart from its smart driving technology team since Wu's departure. The Company has established an AI department within its smart driving division to focus on advancing technologies like end-to-end solutions. Xpeng expressed interest in borrowing a Tesla with full self-driving software in response to Elon Musk's comments on Chinese automakers' competitiveness. Earlier this month, Xpeng successfully demonstrated its flying car, the X2, at a trade fair in Beijing, marking progress towards commercialization. XPEV shares were trading 1.20% higher at $7.57 as of the last check on Friday. HOWEVER The European Union (EU) has announced that it will impose tariffs of up to 38% on Chinese EV imports beginning on July 4. Yahoo Finance Autos Reporter Pras Subramanian joins Catalysts to break down the increased tariffs on Chinese EV imports in the EU and what it means for the global autos market moving forward. Should you buy the stock now or wait?