2025年10月15日，黑莓（BlackBerry）有限公司旗下部门QNX发布了一项全球调研报告——《驱动未 来：SDV开发者报告》。报告显示，日益复杂的环境与频繁的软件召回，正在深刻重塑SDV（软件定义 汽车）的开发格局。然而，中国地区的数据在某些方面呈现独特趋势，展现出更具韧性与前瞻性的汽车 软件开发生态：在环境压力下保持高适应性，在安全标准上持实用主义态度，在行业挑战中保持开放思 维，并在技术创新上积极拥抱AI变革。 全球监管趋严 中国开发者韧性凸显 随着技术快速迭代，全球监管环境正呈现双重压力：安全标准日趋严格，合规要求日益复杂。仅2024 年，全球就出台逾 500 项与车载技术相关的新法规与立法提案。 本次调研覆盖北美、欧洲和亚洲共 1,100 名汽车软件开发者，其中中国受访者为100名。 全球约三分之一(33%)的受访者表示，开发进度因不断演变的合规要求而受阻，其中，网络信息安全、 软件更新与 OTA 要求、数据隐私及功能安全被认为最具挑战性。为了满足这些不断提升的安全标准， 不少开发团队正在重新调整工作重点和资源配置。58% 的开发者表示，近期的软件召回已显著改变其 开发方式，其中近四成（38% ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自eetjp 。 2025年9月30日，英飞凌科技公司（以下简称"英飞凌"）的日本子公司——英飞凌科技日本公司 （以下简称"英飞凌"）面向日本客户举办了题为"RISC-V微控制器与汽车应用的未来：英飞凌的愿 景与生态系统构建"的研讨会活动。来自汽车制造商和一级制造商的相关人士出席了此次活动。 根据科技信息服务机构TechInsights 2025年3月发布的数据，英飞凌在2024年汽车半导体市场中以 13.5%的市场份额位居第一。此外，根据Omdia 2025年5月发布的数据，英飞凌在2024年微控制器 市场中也排名第一。英飞凌总裁Hajime Kobe表示："英飞凌的优势在于销售不集中在任何特定地 区，我们在全球范围内保持着较高的市场份额。" 在 汽 车 微 控 制 器 方 面 ， 英 飞 凌 此 前 已 开 发 出 采 用 自 有 内 核 的 "AURIX" 以 及 基 于 Arm 内 核 的 "TRAVEO" 和 "Auto PSOC" 。 但 随 着 软 件 定 义 汽 车 （ SDV ） 的 趋 势 ， 该 公 司 还 将 开 发 采 用 RI ...

未来全球智能汽车将呈现怎样的发展格局？这是标普全球汽车（S&P Global Mobility）主办 的2025 Mobilty Intelligence Dialogue（以下简称 "MID峰会"）探讨的主要内容，经过上海、北 京、广州三站的交流活动，与会各方对未来智能汽车的发展各有洞见。标普全球汽车相关负责人 表示，未来将持续以 MID 系列活动为平台，汇聚全球汽车产业力量，深入探讨行业热点、破解发 展难题，为推动汽车产业向智能化、网联化、电动化与可持续发展的未来贡献智慧与力量。 智能、电动双轮驱动 关键技术重塑产业格局 2025MID峰会以 "打造智能汽车未来"为核心主题，展开深入探讨。当前，全球汽车产业正处于"不 确定性与机遇并存"的关键阶段。地缘政治波动、贸易政策调整给市场带来挑战，但电动化、智能化、 网联化等趋势仍将推动行业长期增长；而中国汽车产业凭借在新能源与智能化领域的先发优势，正成为 引领全球产业转型的重要力量。 从产销规模来看，全球汽车市场正逐步从疫情后的复苏阶段转向"趋同发展"态势，预计2025年全球 汽车销量将达到9000万辆，2030年将进一步提升至9500万辆，增长动力主要来自新能 ...

过去，要为汽车新增一项功能，就需额外添加一个电子控制单元（ECU），如今这一时代已宣告结 束。当前的核心方向是减少 ECU 数量 —— 将功能专用型 ECU 整合到一台中央计算机中，这些功能 如今以软件形式虚拟存在于中央计算机内。少数几个区域控制器会从车辆周围多达 200 个传感器中 收集数据，并将这些数据传输至中央计算机，此举可减少多达 70% 的线缆使用量。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自allaboutcircuits 。 自 20 世纪 60 年代末软件首次用于汽车燃油喷射调节以来，将软件集成到汽车各个方面的进程从未 停歇。 从提升驾驶体验到增强周边行人和车辆的安全性，汽车制造商正与合作伙伴携手，打造可持续更新、 易于驾驶和维护、更安全且比以往更具驾驶乐趣的汽车。 实现高性价比 SDV 的关键在于网络、区域聚合和中央计算单元 —— 中央计算单元本质上是车载 "服 务器"，负责接收更新，并具备将每个更新路由到相应组件的智能。 不止于工程目标 这不仅仅是一个工程目标，消费者也在迫切需求这些功能。驾驶员对沉浸式车载体验的期待日益提 升，这就需要更多传感器、更高分辨率的显示 ...

以下文章来源于理想星环OS ，作者理想星环OS 理想星环OS . 介绍你想知道的关于理想星环OS的一切 引言： 在智能汽车的快速发展进程中，车载通信总线就像车辆的"数字神经系统"，连接着感知、决策 与执行的各个"神经末梢"。星环OS通信总线（VBS，Vehicle Bus System）不仅提供了统一的 协议和高效的传输机制，还在可靠性与安全防护上进行了车规级增强，致力于为智能汽车打造 一套高效、安全、可扩展的通信中枢。 接下来，我们将从背景、架构、技术特性到实际应用 场景，全方位解读这一"数字神经系统"的核心能力。 1. 通信总线概述 车载通信总线（VBS，Vehicle Bus System）是星环OS面向智能汽车领域开发的高效数据交互通 信平台。它通过一套标准化的通信协议、模块化架构和实时数据传输能力，为整车电子电气系统 提供实时、可靠的信息通道，实现自动驾驶、动力控制、信息娱乐、主动安全等服务间的无缝协 同。 2. 通信总线诞生背景 随着汽车电动化、智能化和网联化进程加速，车载电子系统架构正经历重要变革。传统分布式 ECU架构在应对高速数据传输、跨域协同及软件定义汽车（SDV）等新需求时逐渐显现不足。 ...

Core Insights - The article discusses the successful hosting of the 2025 Chengmai SuperBrain online seminar, focusing on the theme of "integrating cockpit and driving with 'SuperBrain': an open ecosystem platform" [1] - Chengmai Technology launched the cockpit-driving integration production accelerator "SuperBrain platform," aimed at promoting the implementation of cockpit-driving integration [1][3] Industry Trends - The automotive industry is transitioning from distributed electronic architectures to domain control architectures, ultimately moving towards a central computing platform to address challenges such as long R&D cycles and insufficient hardware-software collaboration [3] - Cockpit-driving integration is identified as a key path to reduce costs and enhance efficiency by sharing computing power and building a unified software platform [3] Company Developments - Chengmai Technology has over ten years of experience in the smart automotive sector, offering mature solutions in smart cockpits, central domain control, and assisted driving [3] - The SuperBrain platform is designed for the next generation of automotive electronic architectures, leveraging established chip solutions from partners like NXP, Qualcomm, NVIDIA, and Horizon [3][5] Product Features - The SuperBrain platform is an integrated intelligent computing platform that supports flexible hardware configuration and continuous software upgrades, enabling real-time data sharing and dynamic computing power allocation [5] - It aims to help clients compress project development cycles and quickly create differentiated functionalities [5] Partner Insights - NXP highlighted the complexity and cost challenges of diverse ADAS architectures and introduced a scalable vehicle computing platform for software-defined vehicles [6] - Continental Group emphasized China's leadership in SDV and EEA evolution, suggesting that global OEMs may adopt strategies from Chinese manufacturers [6] - Nullmax discussed its evolution from independent domain control to integrated cockpit-driving solutions, focusing on AI-driven multi-domain integration for various transportation scenarios [7] Collaborative Efforts - A roundtable discussion among industry leaders reached consensus on the necessity of cross-chip integration and the establishment of unified interface standards as critical for mass production [8] - The launch of the SuperBrain platform marks a significant step for Chengmai Technology in the cockpit-driving integration field, with plans for continued collaboration with global partners to accelerate the large-scale implementation of smart automotive technologies [8]

Core Viewpoint - Xiaopeng Motors and Volkswagen Group announced an expansion of their jointly developed Centralized Electronic Architecture (CEA) to include fuel and hybrid vehicles starting in 2027, marking a significant shift in their collaboration [2][4]. Group 1: Collaboration Details - The CEA architecture will be applied to Volkswagen's locally developed electric vehicles and will expand to fuel and hybrid models, enhancing the scale and competitiveness of Volkswagen's offerings in the Chinese market [2][4]. - The first electric vehicle developed under this collaboration is expected to launch in 2026, with a joint development team established in Guangzhou and Hefei [3][4]. - CEA architecture is developed by Volkswagen (China) Technology Co., CARIAD China, and Xiaopeng Motors, with CARIAD playing a crucial role in integrating advanced driver assistance systems and smart cockpit software [3][5]. Group 2: Market and Technical Implications - The shift to CEA architecture is seen as a response to the need for technological iteration, market competition, and industry transformation, as traditional fuel vehicles face declining sales [4][5]. - The centralized control architecture simplifies system complexity and reduces costs, enabling faster iterations for software-defined vehicles, which is essential for Volkswagen's transition from a distributed architecture [5][6]. - Volkswagen's current performance in the Chinese market shows a low penetration of electric vehicles, with only about 20,000 units delivered in 2024, indicating a need for improved competitiveness in the growing EV market [6][7]. Group 3: Strategic Benefits - By expanding the CEA architecture, Volkswagen aims to enhance the digital capabilities of its entire vehicle lineup, allowing for over-the-air updates and better alignment with customer needs [2][5]. - Xiaopeng Motors seeks to leverage Volkswagen's supply chain and production scale to reduce R&D costs and diversify revenue sources, as it continues to face financial challenges [6][7]. - The collaboration allows Xiaopeng to share the costs of electronic and electrical development while gaining access to Volkswagen's global supply chain and market presence [7].

Core Insights - S&P Global Automotive has released its latest assessment of future opportunities and trends in the automotive industry during the "2025 Mobility Intelligence Dialogue" event in Beijing, focusing on the transformation driven by artificial intelligence and globalization [2] - The company will host industry summits in Shanghai, Beijing, and Guangzhou in September, addressing topics such as technological evolution and global strategies [2] Group 1: Automotive Trends - The integration of new applications like video, gaming, and health monitoring is transforming car interiors from simple infotainment systems to multifunctional living spaces, with over 95% of connected new cars expected to have full OTA capabilities by 2030 [3] - The focus for automakers will shift towards high-performance hardware and differentiated software ecosystems, emphasizing user engagement and service stickiness in the emerging "cockpit economy" [3] Group 2: Electric Drive and Battery Systems - Competition in the electric drive sector is moving from individual performance metrics to system integration and global adaptability, with Chinese manufacturers advancing to high integration levels in their electric drive systems [3] - Some domestic high-end electric drives have achieved peak power exceeding 580 kW and maximum speeds of 30,000 RPM, positioning them at the forefront globally [3] Group 3: Global Expansion and Market Dynamics - For suppliers planning to expand internationally, the key consideration is whether to export finished products or establish local manufacturing, with regional production capabilities becoming crucial for long-term competitiveness [4] - The Chinese heavy-duty truck market is undergoing structural transformation, with a shift towards logistics and high-value transport scenarios, while the export of new energy heavy-duty trucks is growing despite global trade barriers [4] Group 4: Data Utilization and Strategic Planning - S&P Global Automotive emphasizes the importance of integrating technical parameters, market forecasts, regulatory trends, and consumer behavior into a unified analytical framework to aid automakers in product planning and competitive strategy [5] - The global window of opportunity for Chinese automakers is opening, with success in electric drive integration, localized production, and differentiated cockpit services being critical for their positioning in the next phase of global automotive industry segmentation [5]

Investment Rating - The report assigns a positive outlook for NXP Semiconductors, indicating a potential for growth in the upcoming quarters, particularly in the automotive and industrial sectors [2][4]. Core Insights - NXP Semiconductors reported Q2 2025 revenue of $2.93 billion, a year-over-year decrease of 6%, but exceeding the midpoint of guidance. The Non-GAAP gross margin was 56.5%, down 2.1 percentage points year-over-year, while Non-GAAP EPS was $2.72, also above guidance [3][7]. - The company has completed the acquisition of TTTech Auto and is awaiting regulatory approval for the acquisitions of Kinara and Aviva Links, aimed at enhancing its product portfolio and software capabilities in the automotive sector [4][14]. - For Q3 2025, NXP expects revenue to be $3.15 billion, a year-over-year decrease of 3% but an 8% increase quarter-over-quarter. The management expresses confidence in achieving a compound annual growth rate of 8%-12% for automotive and industrial IoT segments from 2024 to 2027 [4][18]. Company Performance Overview - **Q2 2025 Performance Summary**: - Revenue: $2.93 billion (YoY -6%) - Non-GAAP Gross Margin: 56.5% (YoY -2.1 percentage points) - Non-GAAP Net Profit: $690 million (YoY -17%) [3][7]. - **Segment Revenue Breakdown**: - Automotive: $1.73 billion (YoY flat, QoQ +3%) - Industrial & IoT: $546 million (YoY -11%, QoQ +7%) - Mobile Devices: $331 million (YoY -4%, QoQ -2%) - Communication & Others: $320 million (YoY -27%, QoQ +2%) [10][11]. Strategic Investments - The acquisition of TTTech Auto is expected to integrate 1,100 software engineers into NXP's software-defined vehicle solutions, although its revenue contribution is minimal in the short term [14][25]. - The company is managing operational expenses related to the pending acquisitions of Kinara and Aviva Links, which are relatively small in scale [22][25]. Performance Guidance - **Q3 2025 Guidance**: - Expected revenue: $3.15 billion (YoY -3%, QoQ +8%) - Non-GAAP Gross Margin: 57% [4][17]. - **Long-term Growth Outlook**: - Revenue CAGR from 2024 to 2027 is projected at 6%-10%, with specific segments like automotive and industrial IoT expected to grow at 8%-12% [18][30]. Q&A Insights - Management expresses a significantly improved confidence in the cyclical recovery, supported by various positive signals from distributors and customers [21][30]. - The automotive sector is anticipated to see a recovery driven by the end of inventory consumption cycles among Tier-1 customers, rather than relying solely on macroeconomic improvements [23][39].

Core Viewpoint - The competition in the next-generation automotive sector will be significantly influenced by software updates that enhance driving performance and functionality, with companies like Tesla and Huawei leading the charge in software innovation [1][2]. Group 1: Collaboration between Honda and Nissan - Honda and Nissan are negotiating to standardize the basic software (operating system) for vehicle control, aiming to implement it in new models by the late 2020s [1]. - The two companies have been conducting joint research on software technology since August 2024, with plans to decide on mass production development based on the effectiveness of their collaboration [1][2]. - The collaboration is driven by concerns over data competition in the next-generation automotive field, where features like autonomous driving and enhanced in-car experiences are critical [2]. Group 2: Development of Operating Systems - Honda is developing its own operating system called "ASIMO," while Nissan is also advancing its proprietary system, aiming to create user-friendly systems akin to Apple's iOS and Google's Android [2]. - Both companies plan to launch vehicles equipped with their independently developed operating systems starting in 2026, with a joint system expected to debut in new models by the late 2020s [2]. - The collaboration aims to reduce development costs, which can reach trillions of yen, by sharing resources and technology [2]. Group 3: Competitive Landscape - Tesla, a leader in the industry, utilizes its own operating system, resolving approximately 40% of recall issues through software updates [2]. - Chinese tech companies like Huawei are also at the forefront of software innovation in the automotive sector [2].