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High Capacity

China's Robotaxis and Autonomous Driving

1 tim 2 min12 februari 2026

A deep dive into China's robotaxi and autonomous driving industry. What are the big trends? Who are the major players? LiDAR vs. camera-only? How good are Chinese robotaxis? Where are they going next? I'm joined by China EV and AV expert Lei Xing in this episode of the High Capacity podcast.

00:00 Intro to Lei Xing

01:06 Smart driving vs. autonomous driving

06:37 Chinese government policy for autonomous vehicles

13:44 What's it like to ride a Chinese robotaxi?

19:29 China's different robotaxi strategies

29:30 Huawei as a major player

35:11 AI and autonomous driving in China

41:25 Semiconductor chips and smart driving

47:21 Shifting geopolitical landscape

53:40 Commercial trucking and delivery robots

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