（经济观察）“AI+汽车”带来产业新格局

Core Viewpoint - The global automotive industry is undergoing a profound transformation driven by artificial intelligence technology, with the "AI + automotive" trend accelerating and reshaping the industry landscape [1][2]. Group 1: Industry Transformation - The automotive value chain is shifting from hardware-dominated to software-defined, with software and content services becoming significant value increments [1]. - By 2030, the expected value distribution of automotive products will be 40% hardware, 40% software, and 20% content services [1]. - The automotive industry is rapidly entering an era of deep AI exploration, evolving from "AI + automotive" to "mobile intelligent entities" [1][2]. Group 2: Technological Advancements - AI technology is upgrading the architecture of intelligent connected vehicles from "single vehicle intelligence" to "collaborative intelligence" [2]. - The integration of vehicle, road, and cloud systems is becoming a new phase in the development of intelligent vehicles, enhancing the efficiency and reliability of data for autonomous driving AI model development [2]. - By 2030, L2 assisted driving is expected to become standard, with L3 and above autonomous driving adoption rates exceeding 10% [2]. Group 3: Safety and Security Challenges - The development of intelligent connected vehicles faces severe challenges related to network security, data security, and functional safety, with AI technology making cyberattacks more intelligent and accessible [3]. - Automotive companies must balance safety and development while adhering to stringent safety standards [4]. Group 4: Policy and Industry Support - The Chinese government is continuously improving the support system through policies and standards to facilitate industry development [4]. - The intelligent wave is reshaping the global automotive competitive landscape, with AI becoming a core variable for enterprise survival and development [4].