The Intelligent Industry Development Conference (2025) was held in Wuhan from September 16-17, with the theme "Coordinating and Integrating Innovation and Industrial Chains to Promote Intelligent Industry Development." Lü Nan, Chief Market and Ecosystem Officer of Wuhan Kotei Informatics Co.,Ltd. and General Manager of Shanghai Kotei, attended and delivered a speech.
Lü Nan mentioned that currently, Germany and even Europe still highly recognize China's development in software-defined vehicles. At the same time, based on this recognition, they also pay attention to the risks of innovative development, including some domestic incidents. However, overall, enterprises maintain a very open attitude and are willing to communicate with Chinese companies. "Why are Germany and Europe making sacrifices to keep pace with Chinese enterprises? Because China's automotive industry is developing too rapidly."
Regarding AI empowering the SDV industry, Lü Nan explained that for software-defined vehicles, he always uses mobile phones as an example. "So-called software-defined vehicles are the transition from old phones and Nokia to the iPhone era, which is the simplest update and iteration of software-defined phones, and cars are the same."
Looking to the future, he believes that by 2030, the total lines of software code in vehicles will exceed 300 million lines, far surpassing the software quantity ratio in any other industry. "Behind these 300 million lines, the market value is approximately in the range of $45-70 billion, meaning the entire software-defined vehicle market has a value of about $30 billion."
"This is why all OEMs are establishing software R&D centers, and software talent salaries continue to rise, because there is a large amount of software work to be done, and a large number of software talents need to flow into the automotive industry."
Lü Nan emphasized that from a hardware perspective, it is also necessary to continuously empower the development of AI in vehicles. He mentioned that the higher the computational requirements for software, the more the hardware platform needs sufficient support. "NIO, BYD and others are all pursuing new-generation electronic and electrical architectures that can not only support future automotive software development but also provide integrated AI support. Currently, mobile phones use cloud-based large models, but in the future, vehicles may need on-board processing because vehicles require high real-time performance and need certain computational power to support software scenario implementation."
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