韩、日、美、欧战略布局 “三国一区”竞逐AI赋能制造业新赛道

Group 1 - The global manufacturing industry is undergoing a profound transformation driven by artificial intelligence (AI), with the automotive sector at the forefront of this shift [2][6] - South Korea plans to mass-produce humanoid robots by 2029 and AI-driven autonomous vehicles by 2030, aiming to become a global leader in manufacturing AI transformation [2][4] - Japan's government is focusing on practical applications of AI in manufacturing, with a basic plan to enhance AI development and usage across society [3][4] Group 2 - The United States is investing $33 million in four key areas of smart manufacturing, including supply chain technology and electric vehicle production, linking AI with clean energy transitions [3][4] - The European Union is launching the "AI Continental Action Plan" to balance policy and infrastructure, including a "super factory" with 100,000 AI chips to support manufacturing and transportation sectors [4][5] - Major economies are pushing for AI integration in manufacturing due to the urgent need for industry transformation and the competitive pressure from global technological advancements [4][5] Group 3 - AI is set to reshape the automotive industry by enhancing design, production, sales, and after-sales services, creating new value and changing human-vehicle interactions [6][7] - South Korea's plan for AI-driven autonomous vehicles aims to accelerate the commercialization of autonomous driving technology [7] - The integration of AI in the automotive sector will lead to a transition from traditional manufacturing to a smart mobility ecosystem, transforming vehicles into multifunctional smart terminals [7][8] Group 4 - Chinese automotive companies face unique opportunities and competitive pressures in the context of AI integration, requiring a shift in mindset to view data as a core asset [8][9] - The potential for cross-industry applications of AI technology in areas like robotics and drones presents new growth opportunities for suppliers [8][9] - Despite the potential for technology reuse, challenges remain in applying automotive AI technology to other sectors, particularly regarding safety and regulatory requirements [9]