斑马智行司罗：智能座舱正经历范式重构，端到端+主动感知成破局关键

Core Insights - The core argument presented by the CTO of Zebra Zhixing is that smart cockpits are becoming a crucial entry point for user experience and the Internet AI ecosystem in smart vehicles, representing a golden track with both technological depth and commercial value [3][4]. Industry Overview - Smart cars are identified as a significant testing ground for Physical AI, with the potential for AI value in physical spaces being more substantial than in digital realms [3]. - The smart cockpit is characterized by three core features: high complexity, high safety, and high commercial value, with Zebra Zhixing having collaborated on over 8 million vehicles to validate the feasibility of large-scale technology applications [3]. Technical Architecture - The smart cockpit's five-layer integration architecture includes: 1. Chip and computing power layer, centered around companies like NVIDIA and Qualcomm. 2. System layer, led by companies such as Zebra Zhixing and Huawei, providing efficient system-level services. 3. Large model layer, integrating general and vehicle-specific models to address multi-modal processing and data privacy. 4. Intelligent agent layer, responsible for central decision-making and service module coordination. 5. Platform service layer, enabling AI-native services through natural language interaction [4]. Development Phases - The development of smart cockpits is categorized into three phases: 1. "Verification Period" (2024 to early 2025) focusing on whether large models can be integrated into vehicles. 2. "Application Period" (2025) emphasizing the implementation of intelligent agent systems for practical service delivery. 3. "Reconstruction Period" (current to 2026) where the industry shifts from traditional assembly line architectures to end-to-end models [4][5]. Interaction Experience - The transition from a "passive response" to "active perception" in smart cockpits is highlighted, where intelligent assistants can proactively identify user needs through sensory inputs, evolving from mere tools to supportive partners [5]. - Zebra Zhixing aims to drive the smart cockpit towards a trillion-level commercial market, positioning it as a core hub in the Physical AI ecosystem [5].