1、August 13, 2019 10:55 AM GMTChina Autos & Shared Mobility | Asia PacificGreater China Auto Parts: China Autonomous Driving GuidebookWhile prevalence of autonomous driving is still some way off, we believe disruption is being felt now in China, as reflected in supply-chain innovations, investor perce

2、ptions and strategic moves. Our guidebook takes a deep dive into the latest developments in vehicle autonomy in China.MORGAN STANLEY ASIA LIMITED+Tim HsiaoEQUITY ANALYST HYPERLINK mailto:Tim.Hsiao Tim.Hsiao+852 2848-1982Shelley Wang, CFAEQUITY ANALYST HYPERLINK mailto:Shelley.Wang Shelley.Wang+852 3

3、963-0047Frank WanRESEARCH ASSOCIATE HYPERLINK mailto:Frank.Wan Frank.Wan+852 2239-1229Jack YeungEQUITY ANALYST HYPERLINK mailto:Jack.Yeung Jack.Yeung+852 2239-7843China Autos & Shared MobilityAsia PacificIndustryViewIn-LineMorgan Stanley does and seeks to do business with companies covered in Morgan

4、 Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision.For analyst certificatio

5、n and other important disclosures, refer to the Disclosure Section, located at the end of this report.+= Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to NASD/NYSE restrictions on communications with a subje

6、ct company, public appearances and trading securities held by a research analyst account.China Autonomous Driving Key Topics HighlightedChipsLiDARCameraX-by-WireADRobo Taxi/TruckHD MapMileage5GV2XOTAChina Autonomous Driving Charts in the SpotlightFewer drivers, more connectors? (8 Aug 2019)V2X on th

7、e road (2 Aug 2019)Get the show on the smart road (26 Jul 2019)From illumination to visualization (19 Jul 2019)OTA: One bigger step at a time (12 Jul 2019)Keep your brain cool and calm (5 Jul 2019)Home-built vehicle brain (28 Jun 2019)Car parking techniques (21 Jun 2019)CES: car electronics show? (1

8、4 Jun 2019)Solid-state LiDAR wins favor (6 Jun 2019)Trade friction raises speed bump (24 May 2019)Harvesting autonomous miles (17 May 2019)Is LiDAR a must for self driving? (10 May 2019)Is your car watching you? (3 May 2019)Driving into a 5G era (26 Apr 2019)Future Mobility at Shanghai auto show (12

9、 Apr 2019)How cheap will LiDAR be? (4 Apr 2019)What did global players say about self-driving (29 Mar 2019)Wire up your steering system (15 Mar 2019)Why is Lincoln MKZ the most popular test mule? (8 Mar 2019)Monetizing the AD fleet (1 Mar 2019)New features over the air? (22 Feb 2019)Fewer buttons, m

10、ore freedom (15 Feb 2019)HUD: The lowdown on head-up displays (1 Feb 2019)IMU: Find the way around without GPS (25 Jan 2019)An exclusive 5G network? (18 Jan 2019)Whos got the ticket for on-road testing? (11 Jan 2019)The last mile comes first (4 Jan 2019)Congestion beyond the roads (21 Dec 2018)Who r

11、ules the data domain? (14 Dec 2018)Skirmishes in the capital market (7 Dec 2018)Eyes on the prize (30 Nov 2018)Autonomous vehicles thrive on data (23 Nov 2018)Radar the next high growth sensor (16 Nov 2018)The next big thing for chips (9 Nov 2018)The leading light of content upgrade (1 Nov 2018)Auto

12、 camera market is getting crowded (26 Oct 2018)LiDAR - A US$9bn market in 2030E (19 Oct 2018)HD maps: Revealing a wealth of information (11 Oct 2018)What are the top ADAS features? (5 Oct 2018)Local brands the life of the ADAS party (28 Sep 2018)Who is making the cut (21 Sep 2018)Who are offering L2

13、 models (14 Sep 2018)A Question of When and What (7 Sep 2018)Disclosure SectionThe information and opinions in Morgan Stanley Research were prepared or are disseminated by Morgan Stanley Asia Limited (which accepts the responsibility for its contents) and/or Morgan Stanley Asia (Singapore) Pte. (Reg

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