软件定义汽车

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透过2025上海车展,看外资汽车企业的反击
Zhong Guo Qi Che Bao Wang· 2025-04-28 01:10
近年来,随着中国品牌汽车的崛起,外资汽车的市场份额被压缩。公开数据显示,中国品牌乘用车 的市场份额从2020年的38.4%提升至2024年的65.2%。2020年外资汽车品牌在中国市场的份额为64%左 右,2024年下降至37%~39.5%。两者几乎是掉换了位置。 中国是全球第一大汽车消费市场,每年3000多万辆的销量,全球找不到第二个单一市场能够消化这 么大的销量。失去中国市场,外资汽车企业将失去一大块利润。近段时间以来,外资汽车企业随着中国 市场的变化也在调整。 外资汽车品牌势微 若干年前,外资品牌汽车不愁销路,每款新车上市都受到不少消费者的热烈追捧。然而,随着中国 品牌汽车崛起,外资品牌市场份额被压缩,有的甚至关门大吉,撤出中国市场。整体上,外资汽车品牌 势微已是不争的事实。 大众汽车是中国市场规模最大的外资汽车企业,不仅有合资的南北大众,还有与江淮汽车共同出资 的合资汽车企业,多年来,大众汽车销量占据中国市场头把交椅。中国市场对大众汽车而言,极为重 要,不仅为大众汽车输出了大量的利润,也为大众汽车占据全球销量榜单前列做出了贡献。 据大众汽车财报数据显示,2024年,大众汽车集团全球销量为902.74万 ...
英特尔首秀2025年上海车展,释放哪些重磅信号?
Zhong Guo Qi Che Bao Wang· 2025-04-27 09:15
Core Insights - Intel made a significant announcement at the 2025 Shanghai Auto Show, introducing its second-generation AI-enhanced Software Defined Vehicle (SDV) SoC and establishing strategic partnerships with companies like Black Sesame Intelligence and BOS Semiconductors, highlighting its commitment to the Chinese automotive market and its ambition in automotive intelligence [1][10][19] Group 1: Product Features and Innovations - The second-generation AI-enhanced SDV SoC features a multi-node chip architecture, allowing for flexible customization of computing, graphics, and AI functions, providing unprecedented development freedom for manufacturers [3][9] - Performance improvements include a tenfold increase in generative and multimodal AI capabilities compared to the previous generation, with graphics performance tripling and enhanced visual perception through 12 camera channels [9] - Energy efficiency has been optimized, with a 61% increase in CPU performance per watt, aiding electric vehicles in reducing power consumption and battery costs [9] Group 2: Industry Challenges and Solutions - Intel identified three major challenges in the automotive industry: the need for software-defined architecture, sustainability innovation, and scalability. The company aims to address these through open architecture and flexible development tools, energy-efficient designs, and a unified architecture for various vehicle classes [9][10] Group 3: Strategic Partnerships and Ecosystem Development - Intel is actively building a smart automotive ecosystem through collaborations with various industry players, including Black Sesame Intelligence and Wallface Intelligence, to enhance the integration of AI and chip technology in vehicles [10][11] - The collaboration with Black Sesame Intelligence led to the launch of a cockpit-driving integration platform, supporting advanced driver assistance systems from L2+ to L4 levels, with plans for reference design release in Q2 2025 [11] - Partnerships with companies like Wallface Intelligence and BOS Semiconductors aim to enhance in-vehicle AI performance and develop solutions for advanced driver assistance and infotainment systems [13][10] Group 4: Future Outlook and Industry Trends - The automotive industry is shifting towards a software-defined and collaborative ecosystem, with Intel positioning itself as a leader in this transformation through technological innovation and ecosystem building [19] - Discussions at the event highlighted the importance of voice interaction and the integration of AI in enhancing user experience, indicating a trend towards more personalized and interactive automotive environments [14][16]
“输美大户”现代起亚使出三连招
Zhong Guo Qi Che Bao Wang· 2025-04-27 05:52
编前:当地时间4月3日,美国正式开始对所有进口汽车加征25%关税;另外,针对汽车零部件的额外关税将不迟于5月3日开始征收,这使得全球汽车产 业链震荡加剧。这场以"保护本土制造"为名的"贸易地震",不仅让底特律三巨头的供应链陷入混乱,更迫使欧洲乃至日韩汽车巨头遭受巨大的冲击。要知 道,这些跨国车企当前在美国市场上销售的汽车,很大一部分来自进口。即使是在美国组装的整车,很多零部件也来自其他国家。面对美国特朗普政府挥舞 的"关税大棒",业务高度依赖全球化分工的跨国车企会如何应对?从本期开始,本报设立"美汽车关税下车企众生相"系列报道,持续追踪代表性车企如何应 对横亘在他们眼前的"关税大山"。 美国对所有进口汽车加征25%关税的措施,已于4月3日正式生效。根据白宫发布的文件,25%的关税适用于进口乘用车和轻型卡车,以及发动机、变速器、 动力总成零部件、电子元件等关键零部件,并将在必要时扩展至其他零部件。其中,针对汽车零部件的关税将不迟于5月3日开始征收。在此之前,美国对进 口乘用车整体征收2.5%的关税(部分国家和地区除外),对卡车征收25%的关税。加征25%的关税后,乘用车和卡车的进口税率分别飙升至27.5%和50 ...
跨国企业加大中国汽车供应链投入,告别“英伟达式依赖”|2025上海车展
Tai Mei Ti A P P· 2025-04-27 00:57
Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has highlighted the increasing localization efforts of multinational automotive suppliers in China, with Intel making its debut by launching the second-generation AI-enhanced Software Defined Vehicle (SDV) SoC, which utilizes a chiplet architecture [2][3] - Intel's collaboration with companies like Hezhima Intelligent and others aims to address key technological challenges in the automotive sector, focusing on building a new intelligent vehicle ecosystem [2][4] - The automotive industry is facing three main challenges: transitioning from traditional automotive architecture to software-defined vehicles, ensuring sustainability in economics and battery supply, and achieving scalability across different vehicle models [2][3] Intel's Developments - Intel's second-generation SDV SoC boasts a tenfold increase in AI performance, a 61% improvement in CPU performance per watt, and a twofold enhancement in audio performance, with mass production set to begin in 2026 [3] - The automotive division of Intel is now based in China, reflecting the company's commitment to the Chinese market and its belief in significant opportunities within the automotive sector [3][4] Collaboration and Market Dynamics - The partnership with Hezhima Intelligent focuses on creating a cockpit and driving integration platform, leveraging Intel's chiplet architecture [4][5] - The demand for automotive chips is projected to increase significantly, with traditional fuel vehicles requiring approximately 600-700 chips, electric vehicles needing around 1600, and advanced smart vehicles potentially requiring up to 3000 chips [4] Market Trends and Competitors - Other global automotive giants, such as Porsche, are also enhancing their presence in the Chinese market, with Porsche announcing the completion of a strategic upgrade for its R&D center in Shanghai [5] - Unity China is actively developing in-car gaming ecosystems and has established partnerships with numerous automotive manufacturers, achieving over 85% market share in real-time 3D cockpit solutions [7][8] Future Outlook - Mobileye, a subsidiary of Intel, reported a revenue of $438 million in Q1 2025, marking an 83% year-on-year increase, driven by reduced inventory levels among primary customers [10] - The automotive technology landscape is evolving, with companies like Bosch and Aptiv also increasing their investments in the Chinese market, indicating a shift towards local supply chains and solutions [11][12]
与黑芝麻智能合作,英特尔瞄准下一代智能座舱芯片|36氪专访
3 6 Ke· 2025-04-26 03:40
Core Insights - Intel is making significant strides in the smart automotive sector, emphasizing the importance of the Chinese market and aiming to become a key player in the industry [1][17] - The company has launched a new strategy by partnering with Black Sesame Intelligence to create a cockpit and driving integration platform, which combines Intel's SoC with Black Sesame's chip families [2][3] - Intel's second-generation cockpit SoC, set for mass production in 2026, features a chiplet architecture that allows for cost-effective and customizable solutions for automotive manufacturers [5][15] Market Position and Strategy - Intel's entry into the automotive market comes amid strong competition from Qualcomm and NVIDIA, which dominate the smart cockpit and driving chip markets [1] - The partnership with Black Sesame aims to address the growing demand for advanced driver-assistance systems (ADAS) and cockpit solutions, with plans to release a reference design in Q2 of this year [3][4] - The company is open to collaborating with any ADAS manufacturer, not just Black Sesame, to enhance its market presence [2][8] Product Development - The latest cockpit SoC showcases a performance increase of up to 10 times for generative and multimodal AI capabilities and up to 3 times for graphics performance compared to the previous generation [4] - The chiplet architecture allows for different manufacturing processes to be used in various parts of the chip, optimizing costs and performance [4][15] - Intel is also focusing on domain controllers, aiming to reduce the number of electronic control units (ECUs) in vehicles through software-defined architecture, which could streamline operations and reduce costs [6][10] Future Outlook - The automotive business is viewed as a growth opportunity for Intel, leveraging its existing investments in AI and PC technologies to enhance automotive applications [16][17] - The company aims to transform the automotive industry by applying its data center experience to create a software-defined vehicle architecture, which could significantly change how automotive systems are integrated and managed [12][13]
跨国汽车供应商加大中国本土化投入
Di Yi Cai Jing· 2025-04-25 11:37
Group 1 - Aptiv aims to develop a self-controlled technology system and localize its supply chain in China amid a complex macro environment [1][3] - Mobileye showcased its comprehensive driving automation solutions based on Composite Artificial Intelligence Systems (CAIS) at the Shanghai Auto Show, targeting mainstream mass production vehicles [3] - Aptiv's president for China and Asia Pacific emphasized the necessity of creating a fully controllable and complete industrial chain in China [3][4] Group 2 - Aptiv announced the establishment of its Wind River China software headquarters in Shanghai, focusing on developing solutions suitable for the Chinese market and advancing its localization strategy [4] - The company highlighted its locally developed real-time operating system (RTOS) and virtualization platform, which are free from foreign control components and export restrictions [4] - Mobileye noted the accelerated pace of Chinese automakers entering overseas markets, facing stricter safety regulations and dynamic market conditions [4][5] Group 3 - Aptiv is committed to supporting Chinese automotive companies in their global expansion, addressing legal, data security, and compliance issues [5][6] - The future of China's automotive technology is expected to focus on software-defined intelligence, electrification, and digitalization [6] - The Chinese automotive industry has transitioned from "manufacturing" to "creation," emphasizing the need for innovative products to support global automotive development [6]
以安全为底色、软硬件协同定义 董修惠揭秘一汽丰田bZ5
Zhong Guo Jing Ji Wang· 2025-04-24 13:08
"软件定义功能,硬件决定边界。安全的智能化汽车,必须是软件够强,硬件够硬,'软硬兼施', 协同定义。"4月22日,一汽丰田举办bZ5技术发布会。针对"智能化的汽车就是'软件定义汽车'"的说 法,一汽丰田汽车销售有限公司党委书记、总经理董修惠给出了自己的判断。在他看来,"唯有以安全 为底色的智能,才是对用户最真诚的礼遇;唯有以用户为中心的进化,才是汽车产业真正的未来。" 外观方面,bZ5以Reboot为研发理念,家族化"锤头鲨"前脸造型搭配钻石立体切割型面,极具视觉 冲击力;溜背式车身与21英寸熏黑轮毂的组合,在硬朗与优雅间找到绝妙平衡。车身侧面从锋利的三角 切割面过渡到柔韧的Y字型线条,配合轮拱处的肌肉感设计,既显锋利干净,也有柔和力量。1.44平米 的全景天幕实现了极佳的车内开放感。前贯穿式LED视廓灯,昼夜均可展示独特的图形;尾灯延续锤形 键盘元素。 据了解,bZ5定位"丰田超感时空舱",因其为继bZ3之后,一汽丰田在智能化等领域全面升级的全 新产品,且具备全角度颜值、全守护安全、全沉浸智舱、全场景智能驾驶辅助、全保障QDR,五维核 心价值,故将原bZ3C更名为更具辨识度的bZ5。 价格方面,bZ5价格区 ...
尊界最新消息
数说新能源· 2025-04-22 03:27
1、对于尊界江淮目前严把质量关,目前有2.5w个质量控制点。 2、对于尚界的看法,丰富鸿蒙智行的产品矩阵,对于尊界超豪华有积极的影响。 3、S800上市节奏5月底正式上市,正式上市前量产之前做了多轮次生产线、供应链的拉动,行业像江 淮这么大投入是没有的。所以一定要把消费者的品质等拉通。安全是最大的豪华,汽车里面最重要的灵 魂是安全,所以尊界的客户都是高度重视安全。 4、江淮品牌:做大做强商用车,做精乘用车,现在老的客群还是量很大存量100w台左右,当下产品线里 面,轻卡排第二位,在加大和华为合作,赋能商用车传统轿车、SUV市场,还是要集中资源,先把高端 品牌做起来,最重大的使命是把江淮创新、运作体系靠齐华为的体系。上海车展也会有两款概念车展 出。不会盲目去做,先尊界,后乘用车。 5、江淮会通过平台同时验证多款车型,后续suv、mpv、轿车会共同发力。 6、目前尊界属于树立品牌的阶段。 11、华为负责营销对外,公司负责生产,定价可能会采取起步价加选购的模式。 12、尊界新招入零部件200家,但车型最快时间18个月,现在几个项目是并行,现在是三个团队。 13、会有短轴轿车,长轴距和短轴距会有时间差,和立项周期有关 ...
宁德时代发力“智能驾驶”,联动百度、蚂蚁扩张朋友圈
高工锂电· 2025-04-20 07:16
Core Viewpoint - CATL is actively expanding its collaboration in the smart driving sector, focusing on green intelligent travel and digital technology through partnerships with companies like Ant Group and Hello [1] Group 1: Strategic Collaborations - CATL has signed strategic cooperation agreements with Ant Group and Hello, emphasizing smart driving and related new energy travel services [1] - Prior to this, CATL partnered with Baidu to promote the popularization of autonomous driving technology and its application in industrial scenarios [1] Group 2: Technological Development - CATL views its entry into the chassis field as a logical extension of battery technology development, focusing on system integration to optimize performance and efficiency [2] - The CIIC integrated smart chassis features a separated design for the vehicle body and chassis, integrating core components like batteries and motors onto a single platform [2] Group 3: Testing and Data Utilization - To validate and optimize its chassis technology, CATL has collaborated with the AI Racing Foundation to support an autonomous racing event, using extreme track conditions to gather dynamic data [3] - The data collected is expected to enhance chassis control software and improve system responsiveness and stability, ultimately supporting advanced autonomous driving capabilities [3] Group 4: Industry Positioning - CATL aims to position itself as a key hardware platform supplier and data contributor in the smart driving era, establishing a unique position within the industry chain [4] - Collaborations with tech companies like Baidu and Ant Group are seen as efforts to explore upper-layer applications and service ecosystems based on this hardware platform [4]