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    Eugene HsiaoMacquarie Capital

    Eugene Hsiao's questions to Zeekr Intelligent Technology Holding Ltd (ZK) leadership

    Eugene Hsiao's questions to Zeekr Intelligent Technology Holding Ltd (ZK) leadership • Q4 2024

    Question

    Eugene Hsiao asked for an update on vehicle sales to Waymo and whether the U.S. ban on Chinese software would have an impact. He also inquired if the self-developed domain controllers showcased at CES would be exclusive to Zeekr and only use NVIDIA chips.

    Answer

    Executive Jing Yuan explained that vehicles for Waymo are shipped as hardware 'gliders' without communication modules, and Waymo installs its own ADAS hardware and software in the U.S., ensuring compliance. He confirmed sales are on track. He also stated the new main controller will be used by both Lynk & Co and Zeekr brands and that Mobileye remains a key partner, especially for international models.

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