This week's global auto industry highlights: Changan deepens strategic cooperation with Huawei in AI and computing power; Bosch's fourth-gen MPC4 camera lands 200+ projects across 40+ models; Porsche plans to form a 2026-2027 emissions pool with XPENG to avoid EU carbon fines.
Changan × Huawei: From Vehicle Collaboration to AI Foundation Building
On August 11, China Changan Automobile Group and Huawei Technologies signed a strategic cooperation framework agreement in Shenzhen, marking a shift from specific vehicle models and smart driving solutions to deeper collaboration on AI infrastructure and digital capabilities.
Under the agreement, the two companies will deepen cooperation across:
- AI products and scenarios: General and automotive-specific large models
- Digital infrastructure: Computing power resources and software-hardware integration
- Digital energy: Energy management technologies
- International expansion: Jointly exploring overseas markets
- Digital talent: Jointly cultivating AI professionals
The boundaries of this partnership have clearly expanded. Previously, Changan and Huawei's collaboration centered on the Avatr brand, which extensively adopted Huawei's smart driving and cockpit solutions. In November 2023, the two signed an investment cooperation memorandum, gradually elevating the partnership to the capital level. By August 2024, Avatr signed an agreement to invest in Huawei's Yinwang unit, completing the acquisition of a 10% stake in 2025.
As Gasgoo noted, moving from "using Huawei's features" to "using Huawei's foundation" allows Changan to close the intelligence gap—but it also forces the company to define where the boundaries of its technological autonomy lie.
Changan's corporate identity is also evolving. In July 2025, China Changan Automobile Group was officially established under SASAC, reshaping China's state-owned auto sector into a triad of FAW, Dongfeng, and Changan.
| Cooperation Phase | Timeframe | Core Focus |
|---|---|---|
| Vehicle Collaboration | 2021-2023 | Avatr adopts Huawei smart driving/cockpit solutions |
| Capital Partnership | 2023-2025 | Avatr invests in Huawei Yinwang, acquires 10% stake |
| AI Foundation Era | 2026-present | Large models, computing power, digital infrastructure |
Bosch MPC4: Smart Cameras Enter Million-Unit Mass Production
On August 13, Bosch announced a major breakthrough: its fourth-generation multi-purpose camera (MPC4) has secured orders covering over 40 vehicle models and 200+ projects globally, with total orders reaching the multi-million-unit level.
The MPC4 has entered mass production. The first awarded project is slated to begin in Q3 2026, with subsequent projects for Chinese and overseas automakers launching sequentially. Geographically, MPC4 now covers China, Europe, ANZ, Latin America, the Middle East, and Asia-Pacific.
Bosch plans to leverage its global engineering network and regulatory expertise to quickly adapt to regional market access rules, supporting the global rollout of MPC4 and automakers' international vehicle strategies.
As Gasgoo observed, with Bosch cameras in over 40 models, bringing smart driving to mass-market vehicles is about more than algorithm parameters—it comes down to who can drive down hardware costs and successfully navigate global certification and delivery.
Porsche × XPENG: Carbon Compliance Drives Cross-Border Emissions Pool
According to foreign media, Porsche plans to form an emissions pool with XPENG for the 2026-2027 period, based on a filing with the European Commission.
This shift marks Porsche's exit from the Volkswagen Group's emissions pool in favor of a partnership with XPENG, which currently sells only battery-electric vehicles in Europe.
Key background data:
- Volkswagen Group's average fleet CO2 emissions stood at 100 g/km in 2025, above the EU target of 93.6 g/km
- VW Group CFO Arno Antlitz warned that missing 2025-2027 targets could result in cumulative fines of €1.5 billion
- Porsche's average fleet emissions climbed to 130.2 g/km in H1, up 9.8% YoY
- XPENG's European sales reached roughly 19,000 units by June, up 126% YoY
Emissions pools allow higher-emitting automakers to lower their average by partnering with pure EV manufacturers. For Porsche, joining XPENG's pool is a cost-effective strategy to avoid fines. For XPENG, it represents revenue beyond vehicle sales. Other open pools include the Tesla-Ford-Honda-Mazda-Suzuki alliance and the Mercedes-Benz-Volvo-Polestar-Smart alliance.
