Global Autos Driver: Humanoids & Robotaxi Rides Weekly

研报英文原文证据摘录

Global Autos Driver: Humanoids & Robotaxi Rides Weekly

J P M O R G A N Europe Equity Research

05 July 2026

Global Autos Driver

Humanoids & Robotaxi Rides Weekly

Please find below the latest developments in autonomous European Autos & Auto Parts

driving across the world: Jose M Asumendi AC

(44-20) 7742-5315

jose.m.asumendi@jpmorgan.com

• Valeo secured a contract to supply its next-generation corner radar suite J.P. Morgan Securities plc

for L2+ and L3 driver-assistance systems to an unnamed North American Nick Lai

electric vehicle manufacturer. The platform delivers 50 times the resolution of (65) 6801-3176

the previous generation and includes both radar hardware and embedded nick.yc.lai@jpmorgan.com

software. Designed for modularity, the system allows the OEM to scale from J.P. Morgan Securities Singapore Private Limited/

J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

entry-level to Level 3 configurations and add features such as “Eyes off” Morgan Broking (Hong Kong) Limited

capability via over-the-air updates. Akira Kishimoto

• Bosch and CARIAD have completed joint development of an AI-based (81-3) 6736-8646

Level 2 driver assistance software stack within their Automated Driving akira.x.kishimoto@jpmorgan.com

JPMorgan Securities Japan Co., Ltd.

Alliance, concluding the partnership after achieving a series-production

Rajat Gupta

milestone. The stack is designed for integration across vehicle classes, from (1-212) 622-6382

small cars to premium models, and works on both electric and combustion rajat.gupta@jpmorgan.com

platforms. The Volkswagen ID.EVERY1 will be the first production vehicle to J.P. Morgan Securities LLC

feature technology developed within the Alliance, with a market launch Piyush Singla

planned for 2027. (91-22) 6157-3324

piyush.singla@jpmorgan.com