Eugene Hsiao's questions to Zeekr Intelligent Technology Holding Ltd (ZK) leadership • Q4 2024
Question
Eugene Hsiao of Macquarie Capital asked for an update on vehicle sales to Waymo and whether the U.S. government's ban on Chinese software would have an impact. He also inquired if the self-developed autonomous driving controllers showcased at CES would be exclusive to Zeekr and only use NVIDIA chips.
Answer
Executive Jing Yuan explained that to comply with regulations, Zeekr manufactures the vehicle hardware in China and ships it to Waymo in California, where Waymo installs its own ADAS hardware and software. He confirmed the sales are still on track. He also clarified that the new main controller will be used on both Lynk & Co and Zeekr vehicles. While new models are using NVIDIA, he affirmed that Mobileye continues to be an important partner, especially for vehicles targeted at international markets.