AI大模型赋能智能座舱研究报告

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The development of AI large models is rapidly advancing, driven by technological maturity and proactive policy guidance, leading to diverse applications across various sectors such as education, finance, office, government, and healthcare, injecting new momentum into economic and social development [2][5][13] - AI large models are seen as a catalyst for industrial upgrades, providing robust technical support for digital and intelligent transformations across industries, with the Chinese AI industry market expected to reach 280 billion yuan in 2024 [13][14] Summary by Sections 1. Development of Large Models and Industry Applications - The report highlights the rapid growth of large models, with 136 industry-specific models registered by July 2024, accounting for 69% of the total [13][15] - Key sectors benefiting from AI large models include education (19 models), finance (18 models), office (15 models), government (11 models), and healthcare (11 models) [14] 2. Development of Intelligent Cockpits and AI Large Model Applications - The advancement of large models is driving innovation in automotive intelligent cockpit technology, enhancing functionality and performance to provide users with richer, smarter, and more personalized experiences [3][43] 3. Typical AI Large Model Applications in Intelligent Cockpits - Automotive companies are adopting two main development models for intelligent cockpits: independent research and development and collaborative development with large model vendors [3][64] 4. Challenges and Opportunities of AI Large Models Empowering Intelligent Cockpits - Large model technology has enabled more accurate, smooth, and natural voice interaction experiences in cockpits, with future applications of AI agents expected to enhance emotional and human-like interactions [4][43] 5. AI Large Model Industry Applications - The report notes that AI large models are increasingly penetrating core business scenarios, creating value and driving digital transformation and industrial upgrades, thus enhancing economic efficiency and competitiveness [31] 6. AI Large Model Applications in the Financial Sector - The financial industry is highlighted as a prime sector for large model applications, utilizing them in areas such as payment, credit assessment, investment advisory, and risk management [34][36] 7. AI Large Model Applications in the Healthcare Sector - The healthcare sector is experiencing comprehensive upgrades through large model technology, impacting patient consultations, medical imaging analysis, and hospital management [39][40] 8. Intelligent Cockpit Development and AI Large Model Applications - Intelligent cockpits are defined as vehicles equipped with smart and networked products that enable intelligent interaction between the vehicle and the external environment, integrating various IT and AI technologies [44][45]