We expect to have five vehicles in production by Q1 of 2024 compared to one at the beginning of this year. Two of those vehicles are sold outside of China. The one thing that has changed is that our 300K unit outlook for next year assume that ZEEKR 001 would sustain its Q4 2022 demand pace in China. That was the best data point available in January. The pace in Q2 of this year for that specific vehicle was about 60,000 units lower than the Q4 2022 pace on an annualized basis. So that is consistent with what we assumed in our guidance update last quarter, but that gap is a risk to the 2024 forecast we provided January. Now I will point out that – there has already been a significant adjustment in expectations for about half of our covering analysts, while projecting volume within 220,000 range for 2024.
Aaron Rakers: Thank you very much.
Operator: Our next question comes from Chris McNally with Evercore. Please go ahead.
Chris McNally: Hey, team. Two road map questions, if I may. So first on the SuperVision rollout. And Amnon, I appreciate the 2024 update, I think that is been clear. My question is really around maybe, as we think about 2025. And it is more not asking about a target, but more, are you starting to get the visibility on some of these larger, more sequential programs on whether they could launch in 2025 or 2026? Or is it just too early at this point? The OEMs themselves are still trying to determine launch timing mode. When is that sort of typical goal, no go where you would sort of have an idea whether 2025 programs would be significant?
Amnon Shashua: We will probably more confident in the 2026 forecast than 2024. The business will be much more diverse in 2026 with Porsche and likely several other automakers being added. As well as significant volume outside China with deeper and other – related brands like Polestar. This will reduce the reliance on just a few vehicles and one region like we have now and would lead to less fluctuation in volumes. Now on the high probability potential wins that we included in our 2026 forecast still look very good in terms of booking design wins and launching over course of 2025 and early 2026. But we feel very confident in the overall trajectory of the SuperVision business line in terms of big inflection point in volumes around the 2026 timeframe.
We also see the potential our SuperVision platform to spread to more models within OEM customers, as automakers get more bullish on the potential profit making opportunities. Now this could positively impact our mid-term projection. So I think we are very confident on 2026. Things look brighter than they looked back in January.
Chris McNally: Okay. That is great. And then the quick follow-up, always a sort of a delicate one. But regarding the more aggressive talk of full self driving licensing over the last six months. Amnon, maybe just even very generally, you could talk about the recent tone of your customer conversations with respect to full self driving specifically, either good or bad? I mean, it could honestly make some OEMs move faster to compete with their offering or maybe some OEM discussions could slow down if they just want to take a free look, and engage Tesla. So any you know, it is just such a relevant topic. Anything that you can add on that tone, if it is had any effect on the conversations that you are having directly.
