先天有“桎梏” 燃油车智驾提速需先跨过技术关

Core Insights - Bosch has announced the delivery of its mid-level intelligent driving assistance system, marking a significant step for fuel vehicles in adopting advanced driving technologies, with expectations for exponential growth by 2026 [2][11] - Despite the rapid penetration of electric vehicles (EVs), fuel vehicles still hold 80% of the global market share, indicating a substantial opportunity for the integration of intelligent driving systems [2][11] Technical Challenges - The primary obstacles for fuel vehicles in adopting intelligent driving systems include power supply limitations and cost paradoxes, with actual power consumption for mid to high-level systems ranging from 100W to 300W [3][4] - Traditional fuel vehicles are equipped with 12V lead-acid batteries, which are insufficient for the continuous high power demands of advanced driving systems, necessitating costly upgrades to 48V mild hybrid systems [3][4] - Thermal management issues also pose significant challenges, as over 55% of chip failures are attributed to overheating, with fuel vehicles lacking the advanced thermal management systems found in EVs [4][5] Systemic Innovations - Collaboration between automotive manufacturers and component suppliers is driving the transition of fuel vehicles from technical feasibility to commercial viability, with hardware upgrades and algorithm adaptations leading to systemic changes [7][9] - Bosch's mid-level solution utilizes a 48V intelligent lithium battery system to ensure priority power supply for driving assistance, while also optimizing thermal management through innovative chip designs [7][8] - The development of algorithmic compensation for power response delays in fuel vehicles is crucial, with Bosch achieving near-instantaneous response times comparable to EVs in high-speed scenarios [8][9] Market Dynamics - The intelligent driving assistance market in China is projected to exceed 200 billion yuan by 2025, with a growth rate exceeding 30%, creating fertile ground for the advancement of fuel vehicle technologies [9][10] - Traditional component suppliers are accelerating their transformation to meet the demands of the intelligent driving market, with significant investments in low-power driving assistance chips and automotive-grade solid-state lidar [10] Future Outlook - The widespread adoption of intelligent driving in fuel vehicles by 2026 hinges on three critical factors: the reduction of 48V hybrid system costs, improved efficiency in data acquisition, and the establishment of a clear regulatory framework [11] - The evolution of fuel vehicles through technological advancements is not aimed at directly competing with EVs but rather at finding a unique space in the market by integrating mechanical and digital capabilities [11]