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某大型Tier 1中阶项目量产不顺......
自动驾驶之心· 2025-10-23 00:04
Core Viewpoint - The article discusses the challenges and dynamics in the autonomous driving industry, particularly focusing on the relationships between automotive companies and Tier 1 suppliers, highlighting the shift in power dynamics and the need for collaboration in development [5][11][14]. Group 1: Challenges in Production - A major Tier 1 supplier faced difficulties in mass production for a leading automotive company, leading to the need for alternative suppliers to step in [5]. - Many Tier 1 suppliers with strong business capabilities but weak engineering skills are struggling with mass production, resulting in project handovers to more capable suppliers [7][8]. - The trend of some automotive companies shifting projects from underperforming suppliers to those with solid production capabilities is evident, with companies like 易航 benefiting from this transition [7][10]. Group 2: Development Models - The article questions whether autonomous driving should be standardized or customized, emphasizing the importance of tailored solutions for different vehicle types and user preferences [6][9]. - A collaborative development model proposed by 易航 allows automotive companies to build their algorithm capabilities while ensuring that the developed solutions meet specific user needs [8][10]. - The need for joint development between automotive companies and Tier 1 suppliers is highlighted as essential for creating effective autonomous driving solutions that resonate with end-users [9][10]. Group 3: Supplier Dynamics - The power dynamics in the industry are shifting, with Tier 1 suppliers gaining more influence over automotive companies, leading to a situation where companies are no longer seen as "valued clients" [12][13]. - Automotive companies are increasingly seeking reliable Tier 1 suppliers that can provide customized solutions and respond to specific needs, as opposed to the more dominant Tier 1 suppliers who may not be as flexible [13][14]. - The article identifies a limited number of Tier 1 suppliers capable of being "cornerstone suppliers" for automotive companies, with 易航 being highlighted for its ability to collaborate effectively and support self-research initiatives [14].