■ U.S. Government’s Chinese EVs and Smart Cars
Killing software and hardware
Tesla
- U.S. China EV Tariffs (Enforced on 24.09.27)
- Banning Chinese software for smart cars as below (27)
Hardware Prohibition (29 years) - Mainland U.S. during this period from 24.9.27 to 29
Tesla Self-Driving and Robotic Taxi
What’s going to happen?
The U.S. government will propose banning the use of Chinese software and hardware in connected vehicles running on U.S. roads on the 23rd (local time), Reuters reported on the 21st, citing sources.
Connected vehicles refer to ‘smart cars’ that exchange information with their surroundings through wireless networks and provide functions such as navigation, autonomous driving, and driver assistance systems.
The U.S. government has been pushing to limit imports on the grounds that connected vehicles using Chinese parts could pose a threat to national security.
The U.S. government has been concerned that China could remotely control connected vehicles using Chinese-made software and hardware through hacking, as well as potentially collecting data on U.S. infrastructure and drivers.
Accordingly, the U.S. Department of Commerce plans to ban Chinese-made software used in connected and autonomous vehicles from 2027 vehicles and hardware from January 2029, the agency said
The Commerce Department plans to publicly listen to the opinions of relevant stakeholders for 30 days before finalizing the regulations
If the U.S. confirms this policy, it is expected to have a significant impact on Korea’s automobile exports to the U.S.
In this regard, the South Korean government and the automobile industry have reportedly submitted to the U.S. government a position to limit related regulations to parts and services that pose a “significant risk to national security” and ask for a grace period to minimize supply chain disruptions.