Group 1 - The RISC-V open-source chip industry innovation center held a thematic matchmaking meeting in Suzhou, attracting representatives from chip companies and application enterprises [1] - Suzhou has formed a complete industrial ecosystem covering chip manufacturers, terminal enterprises, and ecological operators, providing advantages for accelerating scene implementation [1] - The newly launched RISC-V Suzhou Innovation Center focuses on a closed loop of "scene definition - chip R&D - commercial operation," aiming to bridge the gap from technical capabilities to a scalable commercial ecosystem [1] Group 2 - The National Industrial Information Security Development Research Center shared insights on RISC-V industry planning, highlighting development hotspots, application scene creation, and standard system construction [2] - Scene demand parties engaged in two-way interaction with chip companies, with specific needs presented by companies like China Mobile Cloud Capability Center and others in areas such as intelligent computing centers and edge computing nodes [2] - The local industrial and information technology bureau plans to establish a regular mechanism for matching scene demands with chip supply, aiming to create a comprehensive industrial chain ecosystem in Suzhou [2]

Core Viewpoint - The report from CITIC Securities suggests focusing on enhancing vehicle value through "safety redundancy-driven" strategies, particularly in areas such as dual SOC/MCU redundant computing platforms, improved laser radar resolution, high-speed TSN-SerDes vehicle networks, and dual 12V low-voltage power supplies [1] Policy Perspective - L2 will face stringent regulations, actively promoting the rollout of L3. The Ministry of Industry and Information Technology has explicitly prohibited exaggerated claims for L2, expecting to strengthen "hands-free, eyes-free" regulations and promote transparency in functional boundaries [2] Market Demand and Scenarios - High-speed and elevated road segments account for 25%-30% of private vehicle mileage, with strong user demand for "hands-free, eyes-free" driving. Over 60% of car owners wish to watch videos or browse the internet while driving, and 76% recognize the necessity of high-speed autonomous driving [3] Safety Considerations - The primary value of L3 to users is safety, with a long-term goal of achieving an accident rate that is ten times better than human driving. The system must evolve from Fail-Safe to Fail-Degraded / Fail-Operational, enhancing performance and safety redundancy [4] Performance Configuration and Safety Redundancy - The report predicts that the computing platform will adopt dual SOC and "SOC + MCU" configurations, increasing the single vehicle ASP by 1.5 times. Laser radar will expand from a single forward unit to "1 front + 2 side + 1 rear," with the resolution of forward laser radar increasing from over 100 lines to approximately 500 lines. Millimeter-wave radar will advance from 3T4R to 8T8R and even 12T16R. The communication network will integrate CAN, Ethernet, and high-speed SerDes, with high-end models potentially using up to 20 SerDes units. Dual 12V batteries and dual DCDC architecture will achieve power-level redundancy [5]