国产汽车芯片暗战上海车展

Core Viewpoint - The local supply chain is reshaping the global automotive industry landscape through technological breakthroughs, rapid response, and cost advantages, with future competition in the smart automotive industry focusing on ecosystem collaboration and supply chain integration efficiency [3][4]. Group 1: Industry Trends - The competition among automotive companies is shifting from electrification to intelligence, with in-vehicle chips becoming strategic resources for automakers [4]. - The 2025 Shanghai Auto Show featured a dedicated "China Chip Exhibition Area," showcasing over 1,200 domestic automotive chips from more than 150 member units of the China Automotive Chip Industry Innovation Strategic Alliance, marking the largest participation in history [4][5]. - Major chip companies like Horizon Robotics and Black Sesame Intelligence unveiled new products and strategic partnerships at the auto show, indicating a race among domestic chip manufacturers to seize market opportunities [4][5]. Group 2: Technological Developments - Intel participated in the Shanghai Auto Show for the first time, launching its second-generation SDV (AI-enhanced Software Defined) SoC and announcing a collaboration with Black Sesame Intelligence to develop a cockpit-driving integration platform [5]. - The new platform aims to achieve deep integration of cockpit interaction and assisted driving functions, supporting scenarios from L2+ to L4, with a reference design planned for release in Q2 2025 [5]. - Black Sesame Intelligence also announced the mass production of a domestic single-chip central computing platform based on the Wudang C1296 chip, marking a significant step in integrated cockpit solutions [6]. Group 3: Market Dynamics - The global smart driving auxiliary chip market, traditionally dominated by NVIDIA and Tesla, is experiencing shifts as domestic chip companies gain traction [7]. - According to a report, in 2024, the global installation volume of smart driving domain control chips is projected to reach 5.28 million units, with NVIDIA's Drive Orin-X series holding nearly 40% market share and Tesla's FSD at 25.1% [7]. - Domestic chip companies like Horizon Robotics and Black Sesame Intelligence are forming partnerships with multiple OEMs, emphasizing the importance of large-scale production for their survival [7]. Group 4: Competitive Landscape - Domestic chip companies possess advantages such as supply chain security, cost-effectiveness, and rapid service response, which are increasingly valued by automakers amid geopolitical tensions [7]. - However, many domestic chip products are primarily suited for entry-level smart driving assistance systems, typically found in vehicles priced below 200,000 yuan, while high-end products from brands like NIO, Xpeng, and Li Auto still rely heavily on NVIDIA [7]. - The competition with NVIDIA in high-end smart driving chips is expected to intensify in the coming years, as domestic companies work to close the performance and functionality gap [8].