汽车视点 | AI加速“上车” 智能汽车操作系统迈向千亿级市场

Group 1 - Major automotive companies are increasingly adopting AI as a core strategy, with significant investments in AI technologies, such as Xiaopeng's annual investment of 4.5 billion yuan in AI [1] - The 2025 China Automotive Software Conference highlighted the irreversible trend of software-defined vehicles and AI-driven design, marking the transition to the AIDV (AI Defined Vehicle) era [1] Group 2 - The automotive software industry is experiencing structural changes, with the value focus shifting from hardware manufacturing to software and services, and profit structures evolving from "one-time delivery" to "full-cycle services" [2] - In 2020, hardware accounted for 79% of automotive profits, while software only represented 6%. By 2025, hardware's share is expected to drop to 69%, with software rising to 17%, and by 2030, hardware is projected to be 59% and software 25% [2] Group 3 - Software is becoming a bridge for industry integration, connecting various stakeholders such as automakers, chip manufacturers, and research institutions, facilitating resource optimization [3] - The commercial value of in-vehicle operating systems is increasing, with the market expected to reach approximately 60 billion yuan by 2025 and exceed 100 billion yuan by 2030 [3] Group 4 - The future trend of automotive software development is expected to be integration, moving towards highly adaptive intelligent operating systems that support resource scheduling and sharing across vehicles, roads, clouds, and edge [4] - AI capabilities are anticipated to be deeply integrated into operating systems, evolving from simple application-level integration to native AI fusion that understands user intent [4] Group 5 - Open-source development is recognized as a vital technical pathway, with companies like Li Auto and Dongfeng actively participating in open-source projects to address cross-enterprise collaboration challenges [5] Group 6 - The market for software-based autonomous driving solutions in China is projected to grow from 350 million yuan in 2024 to over 1.9 billion yuan in 2025, and surpass 6 billion yuan by 2030 [6] - Challenges related to AI systems, such as their "black box" nature and difficulties in safety verification, need to be addressed for effective development [7] Group 7 - The automotive software ecosystem faces challenges, including the lack of a unified, open hardware-software platform, which complicates collaboration and development processes [7] - Cross-enterprise collaboration mechanisms are often inefficient, leading to difficulties in achieving consensus on costs, timelines, and technical directions [7] Group 8 - The establishment of a unified standard and interface is crucial for accelerating technology implementation and shortening development cycles, with a focus on defining standards for chips, operating systems, and middleware [10] - The integration of forward-looking safety features into the ecosystem is essential for building sustainable competitive advantages [11] Group 9 - The industry is encouraged to explore the integration of satellite technology into the existing vehicle-road-cloud system to enhance data and computing networks, expanding application scenarios [12] - The automotive industry is seen as a significant platform for AI applications, with the potential for AI to evolve through interaction with the physical world [12]