具体而言，诚迈SuperBrain是一款集成完整车辆功能的智能集成计算平台，具备"即插即用"能力，支持硬件灵活配置与软件持续升级，提供覆盖智能座舱、 ADAS、网关及MCU的跨SoC/MCU超级融合体验，实现数据实时共享、算力动态分配与跨域功能协同，可助力客户压缩项目开发周期，快速打造差异化功 能。 研讨会上，诚迈科技在舱驾一体领域的三家重要合作伙伴也分享了行业洞察与技术见解。恩智浦半导体汽车系统营销总监余辰杰介绍了NXP ADAS系统解决 方案并指出，当前多样化的ADAS架构显著增加了系统复杂性和开发成本。恩智浦（NXP）推出面向软件定义汽车新时代的可扩展车辆计算平台。该平台以 S32G/N系列芯片为核心车载计算引擎，支持中央网关与ADAS功能的灵活部署，契合舱驾融合技术趋势，助力整车架构无缝平滑演进至高阶ADAS阶段，为 客户提供稳定可靠、可持续升级的底层解决方案，全面保障高水平功能安全与网络信息安全。 大陆集团汽车子集团客户首席工程师钱宏聚焦区域电子电气架构（EEA）发展趋势及参考模型，指出中国市场在SDV及EEA演进方面，已领先全球市场,正 引领智能汽车的技术趋势，全球主机厂未来可能会借鉴中国主机厂的 ...

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].

（原标题：标普全球汽车分享智能化与全球化背景下的产业发展方向） 8月14日，标普全球汽车在北京举行"2025 Mobility Intelligence Dialogue"系列活动媒体沟通会，向行业 释放了其对汽车产业未来机会和趋势的最新研判。这家长期为全球车企提供数据、预测与洞见的机构， 将在9月分别于上海、北京、广州举办行业峰会，聚焦人工智能时代下的产业转型、技术演进与全球化 布局。 在沟通会上，标普全球汽车多位分析师围绕智能座舱、三电系统（动力电池、电机与电控）、中重型卡 车市场，以及出海方向的电驱与充电一体化机遇进行了系统阐述，并强调数据库在洞察和决策中的重要 性。从全球车联网渗透率、软件定义汽车（SDV）落地速度，到各类动力系统配置比例、地区化法规影 响，标普的数据平台可将技术趋势与市场需求精细匹配，为企业制定中长期战略提供支撑。 标普数据显示，导航与音乐依然是全球车载应用主流，但视频、游戏、健康监测等新型应用快速进入车 内，推动座舱从单一信息娱乐向多元生活空间演进。到2030年，超过95%的联网新车将具备整车OTA能 力，座舱与智能驾驶将是升级重点。这意味着车企不仅要在硬件上布局高算力域控，还需在 ...

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].

【环球网科技综合报道】6月4日消息，据彭博社报道，为应对欧洲市场需求不均衡及加速电动化转型，大众汽车集团 （Volkswagen AG）将在未来五年内通过自愿离职计划削减其德国本土约2万名员工。这是该集团自2024年启动"未来契 约"（Future Pact）战略以来，针对德国业务最大规模的结构性调整，旨在优化成本并提升运营灵活性。 "我们的目标不仅是削减成本，更是通过重组构建面向未来的竞争力。"奥博穆强调，"德国仍将是大众创新与制造的核心基 地，但必须以更灵活、更高效的方式参与全球竞争。"（青山） 大众汽车表示，受欧洲市场消费需求疲软、供应链成本上升及电动汽车渗透率不及预期影响，德国工厂产能利用率长期低 于行业平均水平。集团首席执行官奥博穆（Oliver Blume）在声明中指出："德国作为大众的核心市场，正面临需求结构与 能源转型的双重挑战。我们必须通过精简架构，为电动化、智能化及软件定义汽车（SDV）战略提供资源支持。" 根据计划，此次自愿离职将覆盖大众乘用车、奥迪、保时捷等德国本土品牌及工厂，涉及研发、生产、行政等多职能岗 位。 据悉，此次调整将使大众德国员工总数从目前的28万人缩减至约26万人，降幅 ...

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]

Core Insights - The automotive industry is undergoing a transformation driven by electrification and intelligence, focusing on smart connected new energy vehicles and the development of a new smart car ecosystem [1] - Elektrobit, a leading automotive software supplier, is at the forefront of this transformation, promoting innovative development paradigms for smart vehicles through its software-defined vehicle (SDV) technology roadmap [1][5] Industry Trends - The Shanghai Auto Show highlighted the importance of enhancing efficiency throughout the entire development cycle of smart vehicles, from virtual development to mass production [1] - The Chinese market is rapidly advancing towards smart technology, with Elektrobit establishing offices and R&D centers in major cities to support local automotive companies [5] Elektrobit's Innovations - Elektrobit showcased several innovative SDV solutions at the Shanghai Auto Show, including: - EB corbos Linux for Safety Applications, the first open-source solution compliant with functional safety standards [11] - Next-generation digital cockpit powered by Google Gemini Gen AI and Unreal Engine, offering high flexibility for brand customization [13] - A virtual SDV development environment that seamlessly integrates development, prototyping, testing, and validation [16] - Fail-operational software solutions for next-generation autonomous vehicles, ensuring high reliability even during system failures [18] - Advanced in-vehicle networking solutions that enhance performance and simplify connectivity [24] Collaboration and Future Trends - Elektrobit collaborates with various Chinese companies, including Geely, to explore cutting-edge technologies and develop customized solutions [24] - Future trends in automotive development include: - Standardization of hardware and software for multi-model production lines [24] - Widespread adoption of virtual development technologies to reduce costs and accelerate development [24] - Increasing integration of smart cockpit technologies [24] - Elektrobit offers comprehensive software services and solutions across the SDV development spectrum, from Level 1 to Level 5, providing targeted guidance based on client needs [24]

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]