OEM Trends | OEM TrendGasgoo: On September 10, Li Auto CEO Li Xiang took to Weibo to announce that the Li i9 will officially launch on September 16. Li said the arrival of the Li i9 signifies that Li Auto has finally cleared three major hurdles, describing the vehicle as "the culmination of 11 years of proprietary technology and product thinking—a perfect score." He summarized the hurdles as: walking on two legs with both extended-range and pure electric power; insisting on self-developed core technologies and successfully integrating them; and staying true to the company's identity.Cailian Press: On September 10, sources revealed that Leapmotor plans to unveil over five new technologies at a September 16 tech showcase, including a "world model" intelligent driving system that ranks in the industry's first tier, a new mobile space architecture, and advancements in the three-electric domain. The company's ABCD series models are expected to feature this world-model smart driving across the lineup, with prices ranging from 60,000 to 300,000 yuan. Management previously disclosed at a mid-2026 earnings briefing that the assisted driving product set for release in September represents a massive, leapfrog improvement over Leapmotor's existing offerings.Cailian Press: On September 10, according to a post on the Skyworth Digital official account, Skyworth Auto Intelligence successfully secured the project nomination for Chery Jetour's center control display. The product will be applied to Chery Jetour's all-new product platform, marking a key debut model for the brand in the smart cockpit sector.Gasgoo: Volkswagen Group and India's JSW Group have signed a non-binding memorandum of understanding (MoU) to explore a strategic alliance in the Indian passenger vehicle market, according to reports. Skoda Auto Volkswagen India confirmed the signing, noting that both sides will discuss key principles for a strategic partnership. The companies aim to boost their competitiveness in India by expanding their product lineup, deepening localization efforts, and enhancing manufacturing and R&D capabilities.Component Makers | Supply Chain NewsGasgoo: On September 10, Aptiv announced that its new-generation smart front-view camera integrated machine—tailored for Chinese automakers expanding overseas—has entered mass production and delivery for a leading Chinese NEV maker's latest model destined for the European Union. Developed by Aptiv's China team using local automotive-grade SoC chips, the product runs on the Wind River Helix Real-Time Operating System (RTOS) and integrates global visual perception technologies.Gasgoo: TINYCHIP officially released the TSP007, an automotive-grade capacitive anti-pinch dedicated chip, designed for smart vehicle opening and closing scenarios such as electric doors, front trunks, tailgates, and windows. It offers a single-chip capacitive active anti-pinch solution, bolstering overall passive safety capabilities and marking another significant breakthrough for domestic anti-pinch sensing chips.Gasgoo: ChatGPT developer OpenAI is deepening its partnership with Samsung Electronics. As OpenAI advances its in-house chip development, the two parties are expanding cooperation in semiconductors and enterprise AI services. Harrison Kim, general manager of OpenAI Korea, stated at a press conference in Seoul: "One of the most significant and recognized areas of progress in our collaboration with Samsung Electronics is the joint development and production of our next-generation chips." However, he did not disclose further details.Gasgoo: Seyond and CORNEX have officially signed a strategic cooperation agreement. Leveraging their respective strengths in spatial intelligent perception and vehicle R&D, the two will engage in deep collaboration on high-level intelligent driving solutions. The cooperative models will feature Seyond LiDAR as their primary forward-facing lidar.Gasgoo: Shanghai Baolong Automotive Corporation recently secured a project nomination for robot rotary joint encoders from a leading new-energy vehicle startup brand, with mass production scheduled for December 2026. This follows a previous nomination for robot camera modules, further advancing the company's product layout in embodied intelligent visual perception and joint position sensing.Gasgoo: New Vision announced that it has entered the global supply system of a leading German automaker for the first time, securing a HUD project nomination for a model targeting the global market, with mass production set to begin in 2028. This marks New Vision's debut in the global supply chain of a top-tier German OEM.CCTV Finance: The U.S. Department of Justice is investigating whether Nvidia attempted to evade antitrust scrutiny, according to two people familiar with the matter. The probe involves a deal Nvidia reached last year with AI chip startup Groq. In December, Nvidia announced a $17 billion transaction with Groq. Under the agreement, Nvidia secured a non-exclusive license to Groq's chip technology and brought on several executives, including founder Jonathan Ross.Industrial Focus | Industrial EconomyCailian Press: On September 10, the China Association of Automobile Manufacturers (CAAM) released production and sales data for August. The dominant position of new energy vehicles continues to solidify, serving as a key growth driver stabilizing the broader industry. The latest data shows the monthly sales share of NEVs hit a new high: in August, NEV production and sales reached 1.653 million and 1.643 million units respectively, up 18.9% and 17.8% year-on-year. NEV sales accounted for 60.6% of total new vehicle sales.Gasgoo Embodied Intelligence: Unitree's stock price continued to slide during morning trading on September 10, touching an intraday low of 498.7 yuan and falling below the 500 yuan mark for the first time. By the morning close, Unitree's latest price stood at 500.49 yuan, with a total market capitalization of 202.4 billion yuan. This represents a cumulative drop of over 54% from the opening high of 1,100 yuan per share on its August 19 debut, erasing more than 240 billion yuan in market value.Policy Update | Policy SituationGasgoo: Roberto Vavassori, head of the Italian automotive parts association Anfia, has called on the European Union to impose an 80% tariff on Chinese-made cars and parts exceeding a certain import quota to protect the European automotive industry. Vavassori stated that Chinese car imports could enjoy zero tariffs if kept within 8% of Europe's annual new car registrations; anything above that threshold would face the 80% levy. He argued the policy should cover both complete vehicles and components, as parts account for approximately 80% of a car's total value.Personnel Changes | Change of personalGasgoo: Harman International recently announced, the appointment of Dr. Thomas Irawan as Chief Operating Officer of its Automotive Division, effective immediately. Based in Germany, Dr. Irawan will report directly to Christian Sobottka, President and CEO of the Automotive Division. He will oversee the division's global operations, including core functions such as R&D, project management, supply chain, and manufacturing.
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