TMTPOST — Motovis chief executive Yu Zhenghua stated at the Summer Davos forum on Tuesday that rapid architectural consolidation toward centralized vehicular computing will enable near-term L4 autonomous driving, shifting automaker commercial models from one-time hardware sales to digital workspace subscriptions. The transformation restructures downstream capital instruments and automaker revenue streams, replacing transactional hardware margins with high-margin software-as-a-service recurring cash flows. This asset-light ecosystem architecture alters upstream investment profiles across the automotive cap table, redirecting capital deployment away from traditional mechanical manufacturing infrastructure toward edge-computing software suites and fleet-sharing network platforms. The commercial evolution from selling hardware to leasing space signals a structural realignment of the automotive value chain across the Chinese Mainland, disrupting legacy production metrics. This transition will likely consolidate market share among software-proficient original equipment manufacturers while driving regulatory bodies to update safety and insurance frameworks for autonomous, shared-passenger networks.