软件定义汽车(SDV)

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大众汽车称未来五年内约2万名员工将自愿离职
Huan Qiu Wang· 2025-06-04 02:04
【环球网科技综合报道】6月4日消息,据彭博社报道,为应对欧洲市场需求不均衡及加速电动化转型,大众汽车集团 (Volkswagen AG)将在未来五年内通过自愿离职计划削减其德国本土约2万名员工。这是该集团自2024年启动"未来契 约"(Future Pact)战略以来,针对德国业务最大规模的结构性调整,旨在优化成本并提升运营灵活性。 "我们的目标不仅是削减成本,更是通过重组构建面向未来的竞争力。"奥博穆强调,"德国仍将是大众创新与制造的核心基 地,但必须以更灵活、更高效的方式参与全球竞争。"(青山) 大众汽车表示,受欧洲市场消费需求疲软、供应链成本上升及电动汽车渗透率不及预期影响,德国工厂产能利用率长期低 于行业平均水平。集团首席执行官奥博穆(Oliver Blume)在声明中指出:"德国作为大众的核心市场,正面临需求结构与 能源转型的双重挑战。我们必须通过精简架构,为电动化、智能化及软件定义汽车(SDV)战略提供资源支持。" 根据计划,此次自愿离职将覆盖大众乘用车、奥迪、保时捷等德国本土品牌及工厂,涉及研发、生产、行政等多职能岗 位。 据悉,此次调整将使大众德国员工总数从目前的28万人缩减至约26万人,降幅 ...
削减电动化投资 本田重回混动战略
Bei Jing Shang Bao· 2025-05-21 16:42
Group 1 - Honda has adjusted its electric vehicle (EV) sales target, now expecting EV sales to be below the previously announced 30% by 2030 due to a slowdown in the EV market [1] - The company plans to enhance its hybrid vehicle lineup, aiming to launch 13 next-generation hybrid models globally over the next four years starting in 2027 [1] - Honda's total vehicle sales target is to increase by over 3.6 million units by 2030, with hybrid vehicle sales expected to rise by 2.2 million units [1] Group 2 - For the fiscal year 2024, Honda reported a revenue increase of 6.2% to 21.69 trillion yen, but operating profit and net profit saw significant declines, with operating profit down 12.2% to 1.21 trillion yen and net profit down 24.5% to 835.84 billion yen [2] - The company anticipates that tariffs from various countries will impact the operating profit by 650 billion yen in the next fiscal year, with an estimated effect on 550,000 vehicles and a profit impact of about 300 billion yen [2] - Honda's revenue forecast for fiscal year 2025 is 20.3 trillion yen, a decrease of 6.4%, with operating profit expected to drop by 58.8% to 500 billion yen and net profit projected to fall by 70.1% to 250 billion yen [2] Group 3 - Honda is developing a new generation of Advanced Driver Assistance Systems (ADAS) to be widely adopted in its electric and hybrid models launching in North America and Japan in 2027 [3] - In China, Honda is collaborating with Momenta to create an ADAS suitable for local road conditions, with all new models in the Chinese market set to feature this technology [3] - The company aims to implement a robust supply chain strategy focused on mixed production lines for electric and hybrid vehicles, ensuring the supply of electric components centered around batteries [3] Group 4 - Honda plans to modularize its electric motorcycles and will start production at a new factory in India in 2028, aiming to capture the leading market share in the electric motorcycle sector [4] - The strategic adjustments by Honda reflect the broader challenges faced by traditional automakers in the electrification wave, balancing high R&D costs with uncertain market demand [4] - Other automakers, like Ford, have also shifted focus from electric to hybrid vehicles due to lower-than-expected demand, indicating a trend among traditional manufacturers [4]
心智观察所:车载通信为何是国产替代的薄弱环节
Guan Cha Zhe Wang· 2025-05-11 01:15
Group 1: Company Performance - NXP reported Q1 revenue of $2.84 billion, a year-over-year decline of 9% and a quarter-over-quarter decline of 9% [1] - Following the earnings report, NXP's stock price dropped over 7% in after-hours trading, resulting in a market value loss of approximately $4.5 billion [1] - The company announced the retirement of CEO Kurt Sievers at the end of the year, with Rafael Sotomayor set to take over [1] Group 2: Market Conditions - The global automotive and industrial chip market has been experiencing a downturn since 2024, with companies facing challenges in inventory clearance [1][2] - The global automotive chip inventory turnover period has extended by 30%-50% year-over-year due to a significant drop in demand from automakers [2] Group 3: Strategic Moves - NXP made notable strategic moves, including a $307 million acquisition of AI chip startup Kinara Inc. and the launch of the new S32K5 series MCU, which features embedded MRAM technology [4][5] - The acquisition of Kinara is part of NXP's broader strategy to enhance its AI capabilities and provide a comprehensive AI platform [5] - NXP's focus remains on enhancing automotive and industrial communication capabilities through edge AI tools [5][6] Group 4: Industry Trends - The automotive communication market is undergoing significant changes, driven by the evolution of the automotive concept and increasing demands for computing power and integration in vehicle communication chips [7] - The shift towards software-defined vehicles (SDVs) necessitates a deep integration of communication chips and computing units, testing manufacturers' full-stack capabilities [8]
专访‖Elektrobit CEO Maria Anhalt:以SDV重塑智能汽车开发范式
Zhong Guo Qi Che Bao Wang· 2025-04-30 05:56
Core Insights - The automotive industry is undergoing a transformation driven by electrification and intelligence, focusing on smart connected new energy vehicles and the development of a new smart car ecosystem [1] - Elektrobit, a leading automotive software supplier, is at the forefront of this transformation, promoting innovative development paradigms for smart vehicles through its software-defined vehicle (SDV) technology roadmap [1][5] Industry Trends - The Shanghai Auto Show highlighted the importance of enhancing efficiency throughout the entire development cycle of smart vehicles, from virtual development to mass production [1] - The Chinese market is rapidly advancing towards smart technology, with Elektrobit establishing offices and R&D centers in major cities to support local automotive companies [5] Elektrobit's Innovations - Elektrobit showcased several innovative SDV solutions at the Shanghai Auto Show, including: - EB corbos Linux for Safety Applications, the first open-source solution compliant with functional safety standards [11] - Next-generation digital cockpit powered by Google Gemini Gen AI and Unreal Engine, offering high flexibility for brand customization [13] - A virtual SDV development environment that seamlessly integrates development, prototyping, testing, and validation [16] - Fail-operational software solutions for next-generation autonomous vehicles, ensuring high reliability even during system failures [18] - Advanced in-vehicle networking solutions that enhance performance and simplify connectivity [24] Collaboration and Future Trends - Elektrobit collaborates with various Chinese companies, including Geely, to explore cutting-edge technologies and develop customized solutions [24] - Future trends in automotive development include: - Standardization of hardware and software for multi-model production lines [24] - Widespread adoption of virtual development technologies to reduce costs and accelerate development [24] - Increasing integration of smart cockpit technologies [24] - Elektrobit offers comprehensive software services and solutions across the SDV development spectrum, from Level 1 to Level 5, providing targeted guidance based on client needs [24]
HERE首秀上海车展:AISDV赋能,助力中国车企全球化布局
Zhong Guo Qi Che Bao Wang· 2025-04-30 04:45
Group 1 - HERE Technologies made its debut at the Shanghai Auto Show, highlighting the innovation and technological breakthroughs in the Chinese automotive market [1][5] - The company focuses on global business expansion, providing high-quality maps and location intelligence solutions to assist Chinese automotive companies in their internationalization efforts [5][10] - HERE has established partnerships with leading companies such as BYD, Geely, and SAIC, covering over 200 countries and accounting for 80% of China's vehicle export volume in 2024 [5][10] Group 2 - HERE offers customized solutions for electric vehicles, including Navigation on Autopilot (NOA) and digital cockpit experiences, aimed at enhancing driving safety and expanding international market reach [7][10] - The company leverages its extensive database of charging facilities and deep understanding of local regulations to provide advanced data services that support the implementation of high-level driving functions [7][10] - HERE showcased cutting-edge technologies such as in-car navigation, AI smart assistants, and Advanced Driver Assistance Systems (ADAS) at the auto show, emphasizing the significant improvements in vehicle safety, efficiency, and user experience [10] Group 3 - The partnership between Neusoft and HERE began in 2017, with the first project launched in Vietnam in 2018, and a deep cooperation agreement signed in 2023, resulting in production collaborations in over 110 countries [11] - Neusoft, as a leading domestic software company, has built a sales network covering over 110 countries, while HERE provides high-quality map data and advanced technologies to support their collaboration [11][13] - The joint development of the OneCoreGo® intelligent solution 5.0 aims to achieve weekly map updates and create a human-machine co-driving solution for international markets, with ongoing efforts in AI and high-precision mapping [13]
从深蓝欧洲发布会看中国汽车全球化进程的创新与突破
Yang Shi Wang· 2025-03-24 07:38
Core Viewpoint - Changan Automobile's European launch event for its Deep Blue brand marks a significant milestone in China's automotive globalization, showcasing a shift from "following" to "leading" in the industry [1] Group 1: Globalization Strategy - Changan's "Haina Baichuan" global strategy represents a systematic approach to globalization, transitioning from product export to brand and industry export [2] - The company is establishing a localized operational system in Europe, including a research center in Munich and over 1,000 sales outlets [2][3] Group 2: Technological Innovation - Deep Blue vehicles are integrating advanced technologies such as the Tian Shu model and AR-HUD systems, aligning with European safety and performance standards [4] - Collaborations with companies like Huawei and CATL are creating a new paradigm of "technology integration + resource synergy" [4] Group 3: Market Impact - In 2023, China's new energy vehicles captured over 18% of the European market, with Changan aiming for global sales of 5 million vehicles by 2030, 60% of which will be new energy vehicles [4][5] - The shift from "product export" to "ecological landing" reflects the growing technological innovation and collaborative capabilities of Chinese automakers [5] Group 4: Global Influence - China's automotive exports have risen significantly, but true globalization encompasses the influence of technology standards, brand value, and industrial ecosystems [6] - The 50th anniversary of China-Europe diplomatic relations provides a historical context for Changan's entry into the European market, potentially enhancing cooperation between the two regions [6]
现代:汽车半导体量产在即,三星代工
半导体芯闻· 2025-03-18 10:32
Group 1 - The core viewpoint of the article is that Hyundai Mobis has completed the internal design of automotive semiconductors for software-defined vehicles (SDV) and plans to start mass production, marking a significant step in the automotive semiconductor market [1][2]. - Hyundai Mobis aims to establish a research base in Silicon Valley by the end of this year to enhance its technological capabilities and secure automotive semiconductor technology [1][3]. - The company has developed semiconductors for key components such as electrification, electronics, and lighting, with plans to outsource production to Samsung Electronics [1][2]. Group 2 - The demand for automotive semiconductors is rapidly increasing due to advancements in autonomous driving technology and the shift towards electrification, with the number of semiconductors in mass-produced vehicles reaching up to 3,000 [2]. - Market research firm IDC predicts that the global automotive semiconductor market will grow from $41.182 billion in 2020 to $88.275 billion by 2027, with an average annual growth rate of approximately 12% [2]. - Hyundai Mobis is focusing on two areas: power semiconductors to improve electric vehicle range and performance, and system semiconductors for various vehicle functions [2].