原诚寅：车企芯片全栈自研难闭环，生态构建是智能网联下半场关键

Core Insights - The 2025 World Intelligent Connected Vehicle Conference opened in Beijing, focusing on the theme "Gathering Wisdom and Energy, Unlimited Connectivity" [1] - The Secretary-General of the China Automotive Chip Industry Innovation Strategic Alliance emphasized the importance of collaboration between automotive companies and chip manufacturers to meet new demands in the intelligent connected vehicle era [2] Group 1: Collaboration Between Automotive and Chip Companies - Future high-performance, high-security, and highly integrated chips will be developed collaboratively by automotive companies and chip manufacturers [2] - Understanding user needs is crucial for effective chip development, as standalone chip development may not meet user expectations [2][4] - The successful integration of various chips in a vehicle's architecture exemplifies the collaborative efforts between automotive and chip companies based on specific scene requirements [4] Group 2: Trends in Chip Development - The trend of "full-stack self-research" in some leading automotive companies is viewed with caution due to limitations in scale and cost [6] - The scale of vehicle production is insufficient to support a sustainable business model for self-developed chips, as compared to companies like Apple [6][7] - Automotive companies are encouraged to participate in product definition and invest in chip firms rather than pursuing full self-research unless they can achieve significant production volumes [7] Group 3: Key Investment Areas for Intelligent Connectivity - The focus for the second half of intelligent connectivity should be on building a robust industrial ecosystem rather than solely on technological research [9] - The integration of resources, including capital, talent, and technology, is essential for maintaining competitiveness in the automotive industry [9] - Establishing a collaborative ecosystem can enhance the efficiency of technology transfer and reduce individual companies' R&D costs and risks [9]