China has included the AI Plus initiative in its new five-year development plan. It involves the implementation of artificial intelligence in almost all industries, including the automotive industry. The key goal is to reduce dependence on high-tech semiconductors, the supply of which is largely controlled by the United States.
According to Reuters, this is not about gradual changes, but about a large-scale transformation of the industry. François Roudier, Secretary General of the International Organization of Motor Vehicle Manufacturers, stated that “there is no transition” and “this is a revolution.” This reflects a shift to a new development model where software and AI are becoming key elements.
Chinese companies are already implementing such solutions. Xiaomi and Xpeng are developing voice assistants capable of performing tasks outside the car, including booking services. Huawei has announced plans to invest more than $10 billion in smart driving technologies over five years.
Amid China's leadership in the electric vehicle and battery segments, the increasing role of AI could put more pressure on traditional automakers. Cars are gradually turning into digital platforms, offering advanced features and services.