Guoyuan Securities released a research report stating that Tesla is expected to produce Robotaxi in 2026 and start mass production in 2027. If it passes the approval in Q1 of 2025 in China and Europe, Model 3/Y will be the first to experience self-driving capabilities, with a possibility of becoming self-driving taxis. Other electric vehicle manufacturers are following suit with Robotaxi, which is expected to drive demand for electronic components. On-board cameras, storage chips, wireless charging modules, SoC, smart cabins, and PCBs are expected to benefit.
国元证券：自动驾驶迎来新一轮发展机遇 关注相关电子零部件厂商投资机会
Guoyuan: The new round of development opportunities for autonomous driving has arrived. Pay attention to the investment opportunities in related electronic component manufacturers.
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