汽车行业大模型 ：驾驭大模型，启智新未来 头豹词条报告系列

Investment Rating - The report assigns a 4-star rating to the automotive industry AI large model sector, indicating a positive outlook for investment opportunities [41]. Core Insights - The automotive industry AI large model technology is transforming the entire lifecycle of vehicles, driving advancements in smart cockpits and intelligent driving, and is seen as a key driver for industrial upgrades [2][3]. - The market size of the automotive AI large model industry has grown from 0 billion RMB in 2018 to 1.409 billion RMB in 2023, with projections to reach 14.5 billion RMB by 2028, reflecting a compound annual growth rate (CAGR) of 89.3% [32][34]. - The development of this sector is heavily reliant on capital investment, with companies needing to continuously invest to optimize models and explore new application scenarios [10][13]. Industry Definition - AI large model technology is a significant force driving technological progress in the automotive sector, impacting design, manufacturing, operation, and service across the vehicle lifecycle [3]. Industry Classification - The automotive AI large model industry can be classified based on technological development and application scenarios, including intelligent driving models and cockpit interaction models [5][8]. Industry Characteristics - Key characteristics of the automotive AI large model industry include: - Driven by technological innovation [11]. - Intense competition among companies [12]. - High dependence on capital investment [13]. Development History - The automotive AI large model industry has entered a rapid development phase since the second half of 2023, with significant projects emerging in 2024, indicating a trend towards widespread adoption [15][17]. Industry Scale - The automotive AI large model market is projected to grow significantly, driven by macroeconomic improvements, policy support, and rising consumer demand for intelligent vehicles [32][34]. Policy Overview - Multiple favorable policies have been introduced to promote the development and application of automotive AI large model technology, including measures to support consumption and guidelines for autonomous driving [33][45]. Competitive Landscape - The competitive landscape of the automotive AI large model industry is characterized by a tiered structure, with leading companies like Tesla, BYD, and Huawei at the forefront, followed by emerging players such as NIO and Xpeng [56][57].