远川研究所·2025-10-12 13:04Core Insights - The intelligent assisted driving industry has experienced a stark contrast over the past year, with advancements in technology leading to increased consumer demand and cost reductions, allowing L2+ systems to penetrate the mid-to-low-end market [2][4][5] - The competitive landscape is intensifying, with a clear emergence of leading players, and companies must adapt to new technological paradigms to remain relevant [2][9] - The rise of multi-modal large models and end-to-end systems is reshaping the industry, with companies like Qianli Technology positioning themselves strategically to leverage these advancements [12][21] Industry Dynamics - The shift from modular to end-to-end architectures in intelligent driving systems is becoming a standard, as exemplified by Tesla's FSD V9.0, which emphasizes a pure vision-based approach [4][5][6] - The software value in intelligent driving systems is projected to exceed 40% of the total vehicle value, indicating a significant shift in the industry's focus towards software-driven solutions [6][18] - The competitive landscape is characterized by a mix of vertically integrated companies like Tesla and third-party suppliers, highlighting the importance of collaboration and resource integration [9][18] Company Developments - Qianli Technology, founded by AI pioneer Yin Qi, aims to become a platform-level AI company, focusing on intelligent assisted driving and smart cockpit solutions [11][21] - The company has established partnerships with major automotive players, including Geely, to enhance its market presence and technological capabilities [17][25] - Qianli Technology's RLM (Reinforcement Learning-Multi-modal) model is gaining attention for its ability to improve driving experience and safety through advanced perception and decision-making capabilities [21][24] Future Trends - The integration of multi-modal large models and reinforcement learning is expected to be crucial for the future of intelligent driving systems, enhancing their adaptability and safety [20][22] - The global market for automated and intelligent driving vehicles is projected to reach $1.2 trillion by 2040, with significant growth opportunities for companies like Qianli Technology [25] - The development of Robotaxi services is a key focus for Qianli Technology, aiming to establish a comprehensive operational framework within 18 months [27]