电动汽车百人会（2025）|博世吴永桥：中阶智驾将是标配，座舱才是车企主战场

Core Viewpoint - The future of mid-level intelligent driving will become a standard feature in vehicles, similar to seat belts and airbags, leading manufacturers to rely on suppliers for development rather than investing heavily in in-house research and development [1][3]. Group 1: Industry Trends - Mid-level intelligent driving technology, exemplified by BYD's "Tianshen Eye," will be standard in vehicles priced between 80,000 to 150,000 yuan, featuring computing power of 80-150 TOPS and functionalities like highway navigation and automatic parking [3]. - Within three years, it is predicted that high-level intelligent driving will become widespread in vehicles over 150,000 yuan, with full navigation capabilities across various environments [3]. - The cost of developing mid-level intelligent driving systems is significant, with companies like Bosch investing nearly 2 billion yuan in the field last year [3]. Group 2: Supplier Dynamics - Tier 1 suppliers such as Bosch, Yuanrong Qihang, Huawei, and Momenta can support multiple clients and dozens of vehicle models, making it more cost-effective compared to manufacturers developing in-house with limited teams [3]. - Manufacturers typically require a team of 1,000 to 2,000 people to develop around 10 models, which is less efficient compared to the capabilities of suppliers [3]. Group 3: Future Focus Areas - For future L3 and L4 level autonomous driving, components can be managed by the supply chain, allowing manufacturers to focus on areas like user experience and after-sales service that suppliers may not adequately address [4].