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辅助驾驶迎来供应链黄金时代,车企需要「六边形战士」
3 6 Ke· 2025-05-12 08:42
Core Insights - The article discusses the competitive landscape of mid-level assisted driving technology, highlighting the challenges and opportunities within this segment of the automotive industry [1][2][6]. Group 1: Market Dynamics - Mid-level assisted driving is positioned as a significant market opportunity, with a focus on cost reduction and performance enhancement as key competitive strategies [6][12]. - The cost of sensors, domain controllers, and software is targeted to be controlled within the 5000 yuan range, which is essential for survival and negotiation leverage with OEMs [8][9]. - The industry is witnessing a shift where mainstream OEMs are moving towards self-developing high-level assisted driving systems while collaborating with mid-level players for cost-effective solutions [11][12]. Group 2: Technological Advancements - Bosch has emerged as a strong player in the mid-level assisted driving arena, leveraging its engineering capabilities and compliance with safety standards [3][5]. - The article emphasizes the importance of computational power in mid-level assisted driving systems, with a distinction between low and mid computational power players [18][20]. - The optimal computational power for mid-level assisted driving is suggested to be between 80-120 TOPS, which enhances the system's responsiveness and decision-making capabilities [24]. Group 3: Supplier Capabilities - Suppliers need to evolve into "hexagonal warriors," excelling in multiple areas such as mass production experience, platform capabilities, engineering skills, financial strength, and performance [25][37]. - Companies like Bosch and Huawei are highlighted for their robust financial backing, enabling them to invest significantly in R&D and maintain competitive advantages [36]. - The ability to adapt to diverse OEM needs and provide flexible solutions is crucial for suppliers to thrive in the competitive landscape of mid-level assisted driving [31][34].