智能驾驶行业深度报告：智驾路线向“端到端”演进，数据飞轮重要性凸显

Investment Rating - The report maintains an "Overweight" rating for the computer industry [5] Core Insights - The smart driving industry is entering a rapid development phase, with the end-to-end approach expected to become the mainstream route [10][12] - The global and China autonomous driving market sizes are projected to grow from approximately $10 billion and$2 billion in 2022 to $1.75 trillion and$639 billion by 2030, with CAGRs of 79.75% and 85.62% respectively [27][28] Summary by Sections 1. Clear Trends in Automotive Intelligence and Rapid Development of Smart Driving - Smart driving enhances safety and efficiency, with the potential for rapid growth [21] - High-level autonomous driving is entering a rapid development phase, with significant market penetration expected by 2030 [32] - Policy support is increasing, guiding the industry towards high-quality development [47] 2. Transition to "End-to-End" Smart Driving and the Importance of Data - The importance of software in smart driving systems is continuously increasing [49] - The transition from modular to end-to-end architectures addresses limitations of traditional approaches [60] - The end-to-end approach requires high-quality and large-scale data, with Tesla inputting 10 million human driving videos for training [77] 3. Investment Recommendations - Focus on two main lines: smart driving solution providers and V2X participants, with specific companies recommended for investment [10][80]