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Merz Visits China with BBA CEOs for AI Auto Lessons

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🐯Read original on 虎嗅
#autonomous-driving#china-rd#auto-partnershipsbmw-ix3-long-wheelbasebmwalibabamomentavolkswagenmercedes-benz

💡BBA+Alibaba/Momenta AI auto partnerships reshape global AD strategy

⚡ 30-Second TL;DR

What Changed

German auto sales in China drop: VW -7%, BMW -12.5%, Mercedes -19%

Why It Matters

Accelerates AI integration in autos via China partnerships, challenging Western firms to adapt or lag in NEV/AD race. Signals Europe deepening tech reliance on China.

What To Do Next

Evaluate Momenta's AD stack for integration into your autonomous vehicle prototypes.

Who should care:Enterprise & Security Teams

Key Points

  • German auto sales in China drop: VW -7%, BMW -12.5%, Mercedes -19%
  • 2025 investments exceed 70bn euro; VW Hefei R&D center cuts dev cycle 30%
  • BMW partners Alibaba AI, Momenta AD; iX3 highest localization globally

🧠 Deep Insight

Background and context from public sources — not the original article. 9 sources cited.

🔑 Enhanced Key Takeaways

  • BMW iX3 Long Wheelbase features a wheelbase extended by 108 mm for enhanced rear-seat space, tailored to Chinese preferences for chauffeur-driven comfort.
  • Equipped with 800-volt architecture and next-generation cylindrical battery cells, it achieves over 900 km CLTC range.
  • Integrates 'Heart of Joy' central control unit for unified powertrain, braking, energy recuperation, and steering via software.
  • Undergoing trial production at Shenyang plant with over 200 AI solutions in manufacturing, including real-time visual defect detection.
  • BMW Group delivered over 625,000 vehicles in China in 2025 despite market pressures.

🛠️ Technical Deep Dive

  • Wheelbase extended by 108 mm; China-specific chassis and suspension tuned for comfort and stability in urban and long-distance scenarios.
  • BMW Operating System X with 70% software developed in China; navigation via Amap; Intelligent Personal Assistant using Alibaba and DeepSeek LLMs; Huawei integration (Digital Key, HiCar, HarmonyOS NEXT app).
  • Panoramic iDrive system; advanced driver-assistance system co-developed with Momenta.
  • 800V architecture; cylindrical battery cells; >900 km CLTC range; 'Heart of Joy' integrates powertrain, braking, recuperation, and steering.
  • Neue Klasse EV architecture; first long-wheelbase electric SAV on this platform.

🔮 Future ImplicationsAI analysis grounded in cited sources

BMW iX3 Long Wheelbase launches in China H2 2026 and exports to Southeast Asia and India.
Multiple sources confirm global debut at Beijing Auto Show 2026 followed by sales in China and select markets like Thailand, Malaysia, Indonesia, and India.
Neue Klasse technologies from China iX3 integrate into BMW's global portfolio.
BMW states that innovations developed in China for this model will shape the brand's worldwide technology roadmap and DNA.
BMW launches ~20 new products in China in 2026, led by iX3.
BMW Group plans a strong offensive with around 20 BMW, MINI, and Motorrad models, headlined by the locally produced long-wheelbase iX3.

Timeline

2010-12
BMW begins investments in Shenyang production base, exceeding 116 billion yuan total.
2025-12
BMW Group exceeds 625,000 vehicle deliveries in China.
2025-12
BMW launches trial production of Neue Klasse vehicles, including long-wheelbase iX3, at Shenyang plant.
2026-01
BMW announces iX3 Long Wheelbase world premiere at Beijing Auto Show and details technical features.
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