日产（左）和本田的车辆 在新一代汽车领域，通过更新软件实现行驶性能及功能的扩展将在竞争中起到决定性作用。 领先的特斯拉搭载了自主操作系统，华为等也在引领软件革新。本田与日产将在操作系统方 面组成联盟…… 本田与日产汽车已就车辆操控用基础软件（操作系统）的共通化展开协商。争取最早于2020 年代后半期搭载到新款车上。在新一代汽车领域，通过更新软件实现行驶性能及功能的扩展 将在竞争中起到决定性作用。汽车的商业模式也可能会从一次性销售转向持续收费。两家公 司将在操作系统方面组成联盟，对抗处于领先地位的美国特斯拉及中国企业。 本田与日产从2024年12月底开始就经营统合展开磋商。因条件未能达成一致而谈判破裂，之 后一直在推进合作磋商。自2024年8月起，双方一直在共同开展软件技术的基础研究，同时 表示如果有效果将决定是否进行量产开发。由于最重要课题的方针已经敲定，合作将进一步 推进。 双方将在被称为"软件定义汽车（SDV）"的新一代汽车开发方面展开合作。SDV可通过互联 网进行软件更新，从而提升性能以及扩展功能。在新一代汽车领域，掌控"大脑"的操作系统 以及"一体化压铸（Gigacast）"等低成本生产技术将决定竞争 ...

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]

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]

在电动化与智能化浪潮席卷全球的当下，汽车产业正处于变革之中。 未来将以智能网联新能源汽车产业为核心，构建全新的智能汽车生态。如何借助创新变革技术推动智能汽车开发模式升级，实现从虚拟开发到量产落地 的全周期效率提升，成为此次上海车展热点话题之一，也是当前行业关注的核心议题。 Elektrobit作为全球领先且屡获殊荣的汽车软件供应商，基于软件定义汽车（SDV）技术路线图，正引领产业变革，推动智能汽车开发范式的革新。通过 提供覆盖云端到车端的端到端SDV解决方案，助力车企实现未来移动出行的愿景。 4月25日上午，在2025上海车展期间，Elektrobit举办媒体沟通会。Elektrobit首席执行官Maria Anhalt就Elektrobit在中国发展布局、面向智能汽车的创新解 决方案等问题，接受了《中国汽车报》等媒体的专访。 Maria Anhalt指出，中国市场正以惊人的速度向智能化迈进，其快速的开发节奏令人瞩目。目前，Elektrobit已在上海、北京、重庆等地设立办事处与研 发中心，能够为中国汽车企业提供全方位的产品与服务。她对记者说："中国车企勇于创新，积极与第三方合作伙伴协同，加速产品开发进程。" ...

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]

来源：内容编译自 businesskorea ，谢谢。 如果您希望可以时常见面，欢迎标星收藏哦~ 现代Mobis已完成软件定义汽车（SDV）核心部件汽车半导体的内部设计，并将开始量产。该公司 计划在今年年底前在美国硅谷建立研究基地，以增强技术能力并确保汽车半导体技术。 该公司于 3 月 18 日宣布，已完成用于电气化、电子和灯具等核心部件的半导体的研发和可靠性验 证，并将于今年上半年开始量产。现代Mobis计划将其内部设计的汽车半导体的生产外包给三星电 子。这标志着该公司在 2020 年收购现代 Autron 的半导体业务约五年后进入汽车半导体的量产。 今年量产的半导体包括融合电动汽车电源控制功能的电源集成芯片和车灯驱动半导体。现代Mobis 将汽车半导体视为引领未来出行的关键技术，并一直致力于该领域的研发。据悉，该公司设有专门 负责半导体业务的独立机构，拥有 300 多名专业人员。 现代Mobis正致力于开发自己的半导体，因为汽车半导体的需求正在快速增长。随着汽车行业在自 动驾驶技术方面的进步以及向电动化的加速转型，它正在向移动出行行业扩张。目前，量产汽车上 搭载的半导体多达 3,000 个，需求预计将进一 ...