印奇：市场上主流厂商的“含模量”可能不到50%

Core Viewpoint - The article discusses the strategic vision of Qianli Technology, led by CEO Yin Qi, focusing on AI-driven intelligent driving solutions and the integration of various teams to enhance their capabilities in the automotive sector [1][3]. Group 1: Company Strategy and Vision - Qianli Technology aims to establish itself as a leader in AI and intelligent driving, with a comprehensive plan that includes not only autonomous driving but also AI systems and new AI terminals [1][3]. - The company has integrated teams from Geely and other subsidiaries to create a unified approach towards developing intelligent driving solutions, emphasizing the importance of both AI-native capabilities and strong engineering skills [4][5]. - The focus areas for Qianli Technology over the next three years include intelligent driving, smart cockpits, and Robotaxi services, which are seen as critical industry challenges to address [6][7]. Group 2: Technological Development and Market Position - Qianli Technology is working towards commercializing its AI solutions for intelligent driving, with expectations of generating significant revenue starting next year [9]. - The company is confident in enhancing its "含模量" (content ratio of models, rules, and maps) to 80%-90% within six months, positioning itself competitively against other market players [12][13]. - The article highlights the belief that future intelligent driving solutions will be driven by large models and visual perception, moving away from traditional sensor-based approaches [16][21]. Group 3: Industry Trends and Competitive Landscape - The intelligent driving industry is expected to consolidate, with fewer suppliers emerging as leaders, as many existing solutions are seen as redundant [27][28]. - Qianli Technology's approach to collaboration with OEMs and its open platform strategy is viewed as a model that could be replicated across the industry, although the timing and context may vary [25][26]. - The company aims to capture a significant share of the global intelligent driving market, emphasizing the importance of international expansion as a core strategy [29].