Physix Frontier · News Briefing Card (IT Home · Oct 22, 2026)

He Xiaopeng: L4 to Land in H2 2028, Needs Full-Stack Hardware-Software Coordination

KEY FACTS

At the 2026 World Intelligent Connected Vehicle Conference, He Xiaopeng predicted that L4 technology will land around the second half of 2028.
He stressed that L4 deployment requires developing the entire hardware and software stack together.
XPeng's second-generation VLA is built on a unified technology base and has already achieved end-to-end capability from L2 to L4.
Multiple XPeng products, including its humanoid robot, G9L, X9, and G7, were showcased together at the conference.
He Xiaopeng said the core metrics for the second half of autonomous driving are safety collision mileage, full-scenario coverage rate, and paid adoption ratio.

KEY DATA

Second half of 2028Expected L4 landing time

PHYSIX OBSERVATION

XPeng pins the L4 timeline to the second half of 2028, effectively setting a countdown for the industry. VLA connecting L2 through L4 shows the technology path is converging, but the real bottleneck is not the model - it is regulation and hardware coupling. Whoever first closes the loop on full-scenario paid adoption is the only one qualified to talk about the second half.

Source: IT Home report