NLZ
Oct 22, 7:51 AM
$WRD
I’ve had a good dig into Chery’s robotaxi plans, and the more I examine the pieces, the more the possibility of WeRide playing a substantial role stays with me.
My thesis:
A potential 100,000-vehicle fleet by 2030, with WeRide technology underneath a Chery-branded platform.
Some reasoning:
- best partner fit
- established footprint L2/ L3 (test) /L4 (pilot)
- most compute agnostic platform (Chery is building its own silicon).
- most experienced robotaxi partner
- international strategy alignment
- Chery is a JingShuo customer (and Chery’s models go beyond mobility).
Also, they dissolved Dazhou Intelligent and Lion Technology into their Chery Innovation Center, after its robotaxi ambitions proved too capital-intensive and slow to commercialize.
I believe Chery aligned the organization,
to retain certain capabilities and control, while sourcing the more operational challenging ones to expert partners, such as WeRide.
Change my mind.
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