Geely G-ASD Intelligent Driving System Launch and Competitor Comparison Analysis

The following is a systematic analysis of the launch of Geely’s G-ASD and its impact on intelligent driving competitiveness, along with a multi-dimensional comparison with competitors such as Tesla FSD, Huawei ADS, and Xpeng XNGP.

1. Technical Capabilities and Strategic Positioning of Geely G-ASD

• Core Engine and Architecture: G-ASD is equipped with Geely’s globally first WAM World Behavior Model, adopting the Smart AI Agent architecture to achieve end-to-end optimization of the entire “perception-decision-control” chain [1].
• Computing Power and Model Scale: The cloud-based multimodal large model + world model has a parameter scale of 100 billion levels, significantly improving environmental perception and reasoning capabilities [1].
• Data Assets and Verification: It has industry-leading ADAS mileage data (8.5 million vehicles accumulated, 10 billion kilometers), 25 million training video clips, and integrates Volvo’s safety DNA with a million-level accident safety dataset [1].
• Hardware Redundancy and Evolution: From the H7 solution (lidar +31 perception components) to the H9 solution (5 lidars, dual Thor chips with 1400 TOPS computing power) provides a base for high-level intelligent driving [1].
• Roadmap and Implementation: Full-cycle planning from L2 to L4; high-speed L3 and low-speed L4 will be pushed within 2026 if regulations permit, and Robotaxi operations will be realized. Currently, the first version has been installed on multiple models of Zeekr and Lynk & Co [1].
• Globalization and Ecological Integration: Achieve cross-domain integration (intelligent driving domain, cockpit domain, chassis domain, power domain) through “Global AI 2.0”, and participate in global competition as a “space-ground integrated” AI technology enterprise [1].

II. Key Differences from Tesla FSD, Huawei ADS, and Xpeng XNGP

• Tesla FSD:

  • Technical Route: End-to-end neural network; FSD v14.2.1.25 completed a 2732-mile zero-takeover cross-US drive, verifying long-distance high reliability [2].
  • Data Accumulation: As of the end of 2025, global intelligent driving mileage exceeded 11 billion kilometers, with an accident rate significantly lower than the average [2][3].
  • Commercialization and Ecology: Has started Robotaxi testing without safety officers; uses the same software to drive mass-produced cars and Robotaxis with a unified architecture [2].
  • Market Position: Has first-mover advantage and brand awareness in North America and Europe.

• Huawei ADS:

  • L3 Commercialization Progress: ADS 4.0 supports high-speed L3, which is China’s first high-speed L3 commercial solution; installed on models such as AITO M9 and Zhijie S800 [3].
  • End-to-End Learning: Adopts the end-to-end paradigm of “end-to-end learning + behavior large model”, reducing system response time by 50% and having stronger adaptability to complex environments [3].
  • Planning: Conditional L3 pilot at the end of 2025; large-scale L3 commercialization in 2026; L4 promotion in 2027 [3].
  • Market Impact: Has a strong reputation in high-end models and intelligent driving experience, with obvious Huawei ecosystem collaboration.

• Xpeng XNGP:

  • Technical Iteration: The second-generation VLA system (vision-language-action fusion) achieves self-evolution; the FastDriveVLA pruning framework optimizes efficiency [5].
  • Coverage and Mapless: Achieves mapless coverage in 2595 cities nationwide, with 7.56 million kilometers of real-vehicle testing [5].
  • Hardware and Chips: Self-developed Turing AI chips (3 chips with total computing power of 2250 TOPS); pure vision with 8 cameras for 360° coverage [5].
  • Planning: Push VLA in Q1 2026; 2026 Ultra quasi-L4 software; target to surpass Tesla before August 2026 [5].

• Geely G-ASD’s Differences and Advantages:

  • Highest Model Content Ratio: Multimodal + world model parameters reach 100 billion, higher than the average parameter scale of current mainstream solutions (refer to reports and public disclosures of various routes) [1].
  • Combination of Data and Safety Assets: “Safety Data Flywheel” of 10 billion kilometers mileage + million-level accident data + Volvo’s safety DNA [1].
  • Cross-domain Collaboration: Global AI 2.0 achieves cross-domain data connectivity and model integration, solving the “silos” problem [1].
  • Global Brand and Product Line Endorsement: Multi-brand collaboration such as Zeekr, Lynk & Co, and Geely Galaxy; overseas layout and localized production continue to advance [4].
  • Compared with Tesla: Has advantages in L3/L4 localization and compliance, lidar redundancy solutions, and data security localization.
  • Compared with Huawei/Xpeng: Has more comprehensive advantages in cross-domain integration, safety data assets, and global brand influence.

III. Market Prospects and Competitive Landscape

• Market Trends: It is expected that the penetration rate of high-level autonomous driving will accelerate in 2026, and L4-L5 may break through in 2027-2028 [6]. The installation rate of L2 and above intelligent driving in China has increased significantly, and the L2+ configuration rate of high-end models has reached a high level [7].
• Industry Elimination: Some independent intelligent driving companies have suspended operations or been acquired; industrial integration is accelerating, forming ecological alliances centered on core technology enterprises [7].
• Commercialization Path: Whoever can balance “computing power + algorithm + data + tool chain” with systematic cost reduction will promote the penetration rate of high-level intelligent driving [7].
• Geely’s Opportunity: Relying on G-ASD’s high model content ratio, cross-domain collaboration, and safety data assets, combined with multi-brand global layout, it is expected to form differentiated competitiveness in the mid-to-high-end market and overseas markets.

IV. Financial and Business Impact

• Geely (0175.HK): Market capitalization of 179.8 billion USD, share price of 17.83 HKD, PE 10.73x. Total sales in the first 11 months of 2025 increased by 42% YoY, new energy sales increased by 97% YoY [0][4]; Galaxy brand increased by 150% YoY [4].
• Tesla (TSLA): Market capitalization of 1.45 trillion USD, share price of 451.67 USD, PE about 276.68x [0]. Q3 2025 EPS was 0.50 USD, revenue was 28.09 billion USD [0]. FSD and Robotaxi are important valuation drivers.
• Huawei/Xpeng: Mainly influence the industry pattern through deep binding between the automotive BU and vehicle manufacturers and ecological collaboration (Huawei ADS, Volkswagen’s cooperation on Turing chips) [5][7].

V. Comprehensive Evaluation and Risks

• Impact of G-ASD on Geely’s Competitiveness: Significantly improves Geely’s comprehensive competitiveness in “technical model content ratio, cross-domain collaboration, safety data assets, globalization and multi-brand collaboration”, and consolidates its mid-to-high-end and intelligent driving leading image.
• Risks:
  • Uncertainty in technology implementation and regulatory pace.
  • Need to balance R&D investment and commercial returns under industry integration and capital pressure.
  • Tesla has advantages in global market and software ecology, Huawei in domestic high-end ecology and channels, Xpeng in Chinese scenarios and iteration speed; competition is fierce.

Conclusion:

• G-ASD represents Geely’s key leap from “environmental interaction” to “human-machine collaboration”; its high model content ratio, cross-domain integration, and safety data flywheel build a differentiated technical moat [1].
• Compared with Tesla FSD, Geely has more advantages in L3/L4 localization, multi-sensor redundancy, and data compliance; compared with Huawei/Xpeng, Geely’s cross-domain collaboration and global brand and product line support its differentiated competition.
• Market Prospects: 2026-2028 will be a key window period for high-level intelligent driving; if Geely can accelerate the mass production and ecological collaboration of G-ASD at home and abroad, it is expected to gain a favorable position in the intelligent driving elimination competition.

References:
[0] Jinling API Data (Real-time quotes and company overview of Geely, Tesla)
[1] Gaishi Auto - “CES 2026: Geely Global AI 2.0 Launched, G-ASD Intelligent Driving Moves Towards L3/L4” (https://m.gasgoo.com/news/70441380.html)
[2] FX168 Financial Network - “Tesla Owner First Achieves Zero-Takeover Cross-US Drive with Full FSD” (https://www.fx168news.com/article/特斯拉-981397)
[3] Wall Street见闻/Sina Finance - “2026 AI Main Line is Clear: Computing Power as Foundation, Mobile Phones as Breakthrough” (Including ADS 4.0 Progress) (https://wallstreetcn.com/articles/3762504)
[4] Yiche - “Geely Auto Sales Exceed 3.02 Million in 2025” (https://auto.ifeng.com/c/8pb5bK9BvvU)
[5] CSDN - “Latest Progress of Xpeng’s End-to-End Autonomous Driving” (https://blog.csdai.com.cn/luoganttcc/article/156550741)
[6] Sina Finance - “In-depth Research on Intelligent Car Industry: Product Access for L3 Models” (https://finance.sina.com.cn/stock/relnews/hk/2026-01-05/doc-inhfhavm2085992.shtml)
[7] Science and Technology Daily - “Intelligent Driving ‘Elimination Competition’ Upgraded, Industry Pattern Accelerates Shuffling” (https://www.stdaily.com/web/gdxw/2025-12/25/content_452794.html)