Core Insights - The Shanghai Auto Show, held from April 23 to April 24, 2023, features nearly 1,000 exhibitors from 26 countries, showcasing over 360,000 square meters, marking a record scale and diversity compared to previous editions [1] - Notable absences include Korean automakers Hyundai and Kia, as well as luxury brands Lamborghini and Maserati, indicating strategic considerations amid changing market dynamics [1][2] - The participation of foreign brands is increasingly focused on local partnerships to enhance competitiveness, with companies like Volkswagen and Porsche emphasizing local development and procurement [2] Group 1: Industry Trends - Korean brands have seen a decline in market share, with only 1.6% in China from January to October 2024, reflecting challenges in maintaining sales against domestic competitors [3] - The absence of several brands, including Jaguar Land Rover and high-end luxury brands, suggests a shift in focus towards cost-effectiveness and user engagement rather than mere exhibition presence [3] - The Shanghai Auto Show has implemented restrictions on high-profile interactions among executives, indicating a shift in marketing strategies towards product value rather than celebrity endorsements [4][5] Group 2: Technological Advancements - The exhibition has seen a significant increase in the presence of supply chain companies, with a dedicated area of approximately 100,000 square meters, highlighting the growing importance of technology and innovation in the automotive sector [6] - Key suppliers like Bosch and CATL showcased advancements in autonomous driving and battery technology, reflecting the industry's focus on integrating cutting-edge technology into vehicles [6][7] - The rise of AI and big data applications in smart vehicles is becoming a focal point for innovation, as noted by industry leaders [8]

Core Viewpoint - The competition in the large model sector has entered a new phase, with a shift from competition to collaboration among major players, emphasizing the importance of openness and user value in the AI landscape [2][5][36]. Group 1: Industry Dynamics - In 2023, the large model market saw intense competition, with Baidu launching the Wenxiao Yan model 3.5, leading to a frenzy among manufacturers to enhance foundational model technology [2]. - By 2024, the focus shifted to application, resulting in a "bone fracture" price war in the ToB market and a "money-splashing" user acquisition battle in the ToC sector [2]. - The entry of Deepseek as a disruptive player has prompted existing companies to rethink their strategies, leading to a trend of collaboration rather than pure competition [5][8]. Group 2: Product Development and Strategy - Deepseek's emergence has led to a reevaluation among AI manufacturers, with many recognizing the necessity of true openness and collaboration to survive [5][6]. - Baidu's Wenxiao Yan has adopted an open approach, integrating with Deepseek and enhancing its product ecosystem, which has allowed it to maintain competitiveness despite the challenges posed by new entrants [7][21]. - The integration of multiple models, including Deepseek and Baidu's latest models, allows Wenxiao Yan to offer comprehensive services, enhancing user experience through multi-modal capabilities [11][12][31]. Group 3: User-Centric Approach - The AI industry in 2025 will face significant challenges, necessitating new methods to address evolving user needs [33]. - Respecting user value is crucial, as it involves understanding and meeting diverse user demands, which has led to a trend of embracing open-source ecosystems [35][36]. - Baidu plans to make Wenxiao Yan fully free, providing advanced features to users, reflecting a commitment to user-centric development in the competitive landscape [36].