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China's EV price war turns into AI arms race; ByteDance Doubao runs in 7M+ cars across 145 models

2026-05-01 01:07

As margin pressure from China's prolonged EV price war flattens, automakers are differentiating on in-car AI features, according to CNBC reporting from the Beijing auto show. ByteDance's Doubao AI, distributed via Volcano Engine, is now integrated into 145 car models totaling over 7 million vehicles — including the electric Mercedes-Benz GLC and SAIC Audi E7X — and Tesla has agreed to plug Doubao into its China voice systems for navigation and climate control. Alibaba's Qwen and Baidu's Ernie are competing for the same in-car AI slot, making domestic model vendors a new battlefield in China's EV industry consolidation.

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