Core Insights - Bosch has announced the delivery of its mid-level intelligent driving assistance system, marking a significant step for fuel vehicles in adopting advanced driving technologies, with expectations for exponential growth by 2026 [2][11] - Despite the rapid penetration of electric vehicles (EVs), fuel vehicles still hold 80% of the global market share, indicating a substantial opportunity for the integration of intelligent driving systems [2][11] Technical Challenges - The primary obstacles for fuel vehicles in adopting intelligent driving systems include power supply limitations and cost paradoxes, with actual power consumption for mid to high-level systems ranging from 100W to 300W [3][4] - Traditional fuel vehicles are equipped with 12V lead-acid batteries, which are insufficient for the continuous high power demands of advanced driving systems, necessitating costly upgrades to 48V mild hybrid systems [3][4] - Thermal management issues also pose significant challenges, as over 55% of chip failures are attributed to overheating, with fuel vehicles lacking the advanced thermal management systems found in EVs [4][5] Systemic Innovations - Collaboration between automotive manufacturers and component suppliers is driving the transition of fuel vehicles from technical feasibility to commercial viability, with hardware upgrades and algorithm adaptations leading to systemic changes [7][9] - Bosch's mid-level solution utilizes a 48V intelligent lithium battery system to ensure priority power supply for driving assistance, while also optimizing thermal management through innovative chip designs [7][8] - The development of algorithmic compensation for power response delays in fuel vehicles is crucial, with Bosch achieving near-instantaneous response times comparable to EVs in high-speed scenarios [8][9] Market Dynamics - The intelligent driving assistance market in China is projected to exceed 200 billion yuan by 2025, with a growth rate exceeding 30%, creating fertile ground for the advancement of fuel vehicle technologies [9][10] - Traditional component suppliers are accelerating their transformation to meet the demands of the intelligent driving market, with significant investments in low-power driving assistance chips and automotive-grade solid-state lidar [10] Future Outlook - The widespread adoption of intelligent driving in fuel vehicles by 2026 hinges on three critical factors: the reduction of 48V hybrid system costs, improved efficiency in data acquisition, and the establishment of a clear regulatory framework [11] - The evolution of fuel vehicles through technological advancements is not aimed at directly competing with EVs but rather at finding a unique space in the market by integrating mechanical and digital capabilities [11]

10月17日，博世宣布，其中阶智能辅助驾驶实现规模化交付。该方案于今年上半年获得捷途、东风、北 汽等五家汽车公司十余款车型的定点。博世方面称，本次交付还涵盖了全国首款可适配燃油车型的中阶 智能辅助驾驶方案，打破该功能长期局限于新能源车的行业局限。智通财经获悉，在中阶项目外，博世 一段式端到端高阶智能辅助驾驶方案也已交付定点客户，或将于下月实现车型量产。（智通财经记者 周姝祺） ...

Group 1 - Bosch announced the large-scale delivery of its mid-level intelligent driving assistance solution, which is compatible with fuel vehicles, having secured contracts with over ten models from five automakers including Jietu, Dongfeng, and BAIC in the first half of this year [1] - The first overseas project for Bosch's mid-level intelligent driving assistance is expected to achieve mass production in the first quarter of 2026 [2] - In addition to the mid-level project, Bosch's end-to-end high-level intelligent driving assistance solution has also been delivered and is about to enter mass production [3]

（文章来源：第一财经） 10月17日，博世宣布其中阶智能辅助驾驶方案正式规模化交付。该方案可适配燃油车型，于今年上半年 获得捷途、东风、北汽等五家车企的十余款车型的定点，历经数月的开发与测试，目前已完成量产交 付。博世首个中阶智能辅助驾驶海外项目也将于2026年第一季度实现量产。除中阶项目外，博世一段式 端到端高阶智能辅助驾驶方案也已交付，即将量产。 ...