"新造车"时代，汽车产业链的角色正悄然转变。在2025上海车展上，除汽车科技及供应链展区的面积占 比升至近1/3外，23家供应商更"闯"入整车馆，相比2021年上海车展增长16家。同时，首次集体登场的 跨国供应链，也让本届车展充满全球竞速的味道。 智能驾驶、动力电池、智能座舱等已成为汽车行业转型的重要抓手。从幕后到台前，一众动力电池、智 能驾驶等供应商，未来将在造车领域扮演更加重要的角色。 随着车企与电动化、智能化解决方案供应商深度捆绑，各供应商也希望通过上海车展寻找更多合作机 会。 据2025上海车展组委会相关人士介绍，索尼、英特尔、Momenta、杜比实验室、萨玛、3M、Mobileye 等近50家国际知名企业都是首次亮相本届上海车展。中国汽车工业协会常务副会长付炳锋表示，科技公 司及供应链参展企业在上海车展的数量明显增多，智能网联新能源时代科技与汽车的深度融合进一步加 速。 据了解，2025上海车展期间，动力电池巨头宁德时代发布钠新乘用车动力电池、骁遥双核电池、第二代 神行超充电池，以及钠新24V重卡启驻一体蓄电池。其中，骁遥双核电池是宁德时代双核架构、自生成 负极技术深度融合的产品。宁德时代相关人士表 ...

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has highlighted the increasing localization efforts of multinational automotive suppliers in China, with Intel making its debut by launching the second-generation AI-enhanced Software Defined Vehicle (SDV) SoC, which utilizes a chiplet architecture [2][3] - Intel's collaboration with companies like Hezhima Intelligent and others aims to address key technological challenges in the automotive sector, focusing on building a new intelligent vehicle ecosystem [2][4] - The automotive industry is facing three main challenges: transitioning from traditional automotive architecture to software-defined vehicles, ensuring sustainability in economics and battery supply, and achieving scalability across different vehicle models [2][3] Intel's Developments - Intel's second-generation SDV SoC boasts a tenfold increase in AI performance, a 61% improvement in CPU performance per watt, and a twofold enhancement in audio performance, with mass production set to begin in 2026 [3] - The automotive division of Intel is now based in China, reflecting the company's commitment to the Chinese market and its belief in significant opportunities within the automotive sector [3][4] Collaboration and Market Dynamics - The partnership with Hezhima Intelligent focuses on creating a cockpit and driving integration platform, leveraging Intel's chiplet architecture [4][5] - The demand for automotive chips is projected to increase significantly, with traditional fuel vehicles requiring approximately 600-700 chips, electric vehicles needing around 1600, and advanced smart vehicles potentially requiring up to 3000 chips [4] Market Trends and Competitors - Other global automotive giants, such as Porsche, are also enhancing their presence in the Chinese market, with Porsche announcing the completion of a strategic upgrade for its R&D center in Shanghai [5] - Unity China is actively developing in-car gaming ecosystems and has established partnerships with numerous automotive manufacturers, achieving over 85% market share in real-time 3D cockpit solutions [7][8] Future Outlook - Mobileye, a subsidiary of Intel, reported a revenue of $438 million in Q1 2025, marking an 83% year-on-year increase, driven by reduced inventory levels among primary customers [10] - The automotive technology landscape is evolving, with companies like Bosch and Aptiv also increasing their investments in the Chinese market, indicating a shift towards local supply chains and solutions [11][12]

自动驾驶技术供应商Mobileye今年首次亮相上海车展，并展示了基于复合人工智能系统（CAIS）的全面驾驶自动化解决方案，并推动 车企将此类功能普及至百万辆级规模的主流量产车型。 在目前复杂多变的宏观环境下，安波福提出了在中国开发自主可控技术体系以及供应链的国产化目标。 在今年的上海车展上，第一财经记者了解到，跨国汽车供应商正在积极加大中国市场的本土化投入。 面，帮助中国车企制定全球战略，并快速地在当地市场落地。"他表示。 Mobileye向汽车厂商销售驾驶辅助芯片。该公司于当地时间4月24日公布财报，公司高管表示，尽管公司不受关税的直接影响，但仍无 法避免受到美国关税对进口汽车和零部件行业产生的间接冲击，因为关税可能会导致整体汽车需求的低迷。 跨国汽车技术供应商安波福（Aptiv）在今年的车展上展示了基于中国本土芯片的跨域融合解决方案，深度集成了智能座舱系统、L2+ ADAS、自动化泊车功能以及车身控制系统，有效缩减成本、简化了设计与验证流程。 安波福中国及亚太区总裁杨晓明在上海车展期间对第一财经记者表示，在目前复杂多变的宏观环境下，安波福提出了在中国开发自主 可控技术体系以及供应链的国产化目标。 "跨国汽 ...