Article 1: Potential Beneficiaries if Musk Leaves Tesla

• Tesla's Leadership Speculation: A Wall Street Journal report (denied by Tesla and Elon Musk) suggested Tesla was seeking a new CEO.
• Impact on Competitors: EV manufacturers like XPeng, NIO, Rivian, and Lucid could gain market share, particularly in Europe and Asia where Tesla's sales have declined.
• Traditional Automakers: Ford and GM may benefit from reduced Tesla dominance, leveraging their existing EV investments.

Article 2: Tesla Optimus vs. XPeng Iron Humanoid Robots

• Market Projection: The humanoid robot market is projected to replace 62.7 million jobs by 2050.
• Tesla's Optimus: Powered by Tesla's Full Self-Driving (FSD) technology, but faces potential delays due to Chinese rare earth export restrictions.
• XPeng's Iron: Already deployed in EV production lines, with 3,000 TOPS processing power and leveraging AI from XPeng's autonomous vehicles.
• Morgan Stanley Analysis: Tesla is seen as a potential winner, but XPeng has demonstrated real-world deployment advantages.

Article 3 & 4: XPeng vs. Tesla Stock Performance

• XPeng Stock Performance:

  • YTD stock increase of 57% with a "Moderate Buy" rating.
  • Vehicle deliveries in April: 35,045 units, up 273% YoY.
  • Year-to-date deliveries: 129,053 vehicles.
  • Analysts predict a 29% upside with an average target price of $24.13.

• Tesla Stock Performance:

  • Q1 China sales increased by only 2% YoY.
  • Consensus rating: "Hold" with minimal upside and an average target price of $283.69.
  • Challenges include competition and margin compression.

• Market Dynamics: XPeng is gaining market share in China through price cuts and advanced features tailored to domestic preferences, challenging Tesla's dominance.

Article 5: OEMs Embrace Global SOA for Next-Gen Vehicle Software Architectures

• Shift to Centralized EEAs and SOAs: Automotive OEMs are transitioning to Service-Oriented Architectures (SOAs) for enhanced performance and flexibility.

• NIO's SkyOS: Demonstrates the shift with rapid service discovery and high-bandwidth communication capabilities.

• XPeng's Middleware Solutions: Developed unified communication middleware solutions to meet OEM demands.

• STEP's VFB Framework: Enhances multi-domain software collaboration.

• AI Integration: Foundation models are increasingly integrated into automotive middleware, driving system upgrades.

• Key Topics Covered:

  • Definition and evolution of automotive SOA.
  • Supply chain impacts and middleware layouts for suppliers and OEMs.
  • Application scenarios and supplier listings.