通信行业深度分析：自动驾驶：单车智能与车路云共发展，通信板块大有可为

Investment Rating - The report rates the communication industry as "Buy" [1] Core Insights - The advancement of AI technology is driving the rapid development of autonomous driving, with Tesla showcasing its BEV + Transformer architecture for autonomous driving models, which enhances environmental perception and decision-making capabilities [1][6][12] - The domestic market is leveraging its superior infrastructure and planning capabilities to commercialize vehicle-road-cloud autonomous driving, with companies like Baidu leading the way [1][18] - The communication technology advancements are crucial for the acceleration of autonomous driving, particularly through V2X technology, which provides real-time information sharing and collaborative perception [1][19][20] Summary by Sections AI Technology Progress - Autonomous vehicles integrate computer vision, sensors, and navigation systems to operate without driver intervention, relying on perception, cognition, decision-making, and action [6][12] - The evolution of models from CNN to BEV + Transformer has significantly improved the environmental perception capabilities of autonomous vehicles [12][13][14] Domestic Vehicle-Road-Cloud Initiatives - Baidu's Apollo platform has been instrumental in developing autonomous driving solutions, with over 900 million vehicles equipped with its technology [18][24] - The ACE traffic engine enhances the synergy between autonomous driving and smart traffic systems, potentially reducing accident rates by 99% [18][19] Communication Sector Opportunities - The demand for computing power in autonomous driving is driving the growth of optical module requirements, with Tesla aiming for a total computing power of 100 exaFLOPS by the end of 2024 [28][29] - The transition from CAN bus to Ethernet in vehicles is evident, with Ethernet offering higher bandwidth and lower latency, which is essential for the development of smart cabins and autonomous driving [1][20]