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Huawei Begins ADS 4.1 Rollout as Tesla Revives Dojo 3 and China’s Carmakers Scale AI Plans

New pledges signal a crowded 2026 push to expand assisted driving plus intelligent cabins across dozens of models.

Overview

  • Huawei’s automotive chief confirmed a phased push of ADS 4.1 to users after two months of internal Beta use, with ADS 5, HarmonyOS Cabin 6 and the XMC digital chassis set for technical reveals before the April Beijing Auto Show and a projection of 80+ ADS-equipped models in 2026 totaling about 3 million installs.
  • Elon Musk said Tesla’s AI5 chip is near design completion with AI6 in early development and nine‑month design cycles targeted, and he announced a restart of Dojo 3; coverage also noted prior conflicting statements on AI5 and that chip fabrication and validation typically span months.
  • Chery detailed three upgrade tracks covering cabin, driver assistance and range, said its Falcon system will reach more than 35 models this year, and advanced launches with the QQ3 entering the MIIT catalog and the T9L drawing over 6,000 blind orders in 24 hours ahead of a post‑holiday debut.
  • NIO reported the new ES8 exceeded 50,000 deliveries 120 days after deliveries began, marking a milestone for a large pure‑electric SUV equipped with advanced software features.
  • SAIC‑GM‑Wuling signaled Huajing will evolve into a new brand, with the Huawei‑collaborated Huajing S positioned as a flagship six‑seat SUV featuring Huawei’s ADS 4 Pro and a Harmony-based cabin and planned for a first‑half launch.