Research Reports

Overview

Summary
On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system (ADS) software, from entities associated with China and Russia. The final rule further defines the scope of restrictions and exemptions. However, the implementation timeline remains unchanged, with the software ban set for 2027 and the hardware ban for 2030. Under the ban, in addition to impacting Chinese autonomous driving companies and related component suppliers, it will also affect the deployment strategies of international automakers. However, Taiwanese manufacturers have an opportunity to receive order transfers, particularly in the supply chain for telematics control units (TCUs).

Table of Contents
1. Overview of the U.S. Ban on Chinese Automotive Software and Hardware
  (1) The software ban will take effect in 2027, while the hardware ban will be implemented in 2030
  (2) Early measures to prevent Chinese supply chain entry into the U.S.

2. Analysis of the Impact of the U.S. Ban
  (1) Chinese companies face barriers in deploying autonomous driving technology in the U.S.
  (2) The collaboration benefits between international automakers and Chinese
  automakers/suppliers cannot be maximized
  (3) Taiwan's business opportunities under the "China+1" strategy
  (4) Other countries following suit with supply chain reviews

3. Overseas Expansion of Chinese Autonomous Driving Companies
  (1) WeRide
  (2) Pony.ai
  (3) Momenta

4. TRI's View
  (1) The U.S. ban will gradually take effect starting in 2027, with the possibility of further
  restrictions
  (2) The ban prevents international automakers from maximizing collaboration benefits with
  Chinese automakers
  (3) Taiwanese manufacturers may have opportunities for order transfers, with overseas factories
  being the key to securing future orders
  (4) European, Middle Eastern, and other overseas markets have become the top choices for
  Chinese autonomous driving companies' commercial deployment

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