" 商业竞争从不容情，但历史应当铭记：没有昨日的供应链协同， 就没有今日的智能汽车革命。 " 作者丨 李雨晨 编辑丨 林觉民 在2021年开启名为"卫城计划"的智驾自研之前，理想的智能驾驶曾有几个关键的托举者。 2019年，理想One这款决定命运之车的成功离不开易航智能——当时，这是造车行业内唯一量产的智能驾 驶解决方案。 然而，到了2020年，所有人都在期待理想与易航智能再续前缘时，理想却突然选择了尚处于"黑暗"中的 地平线。 这种转变的根源，在于车企自研路线与以Mobileye为代表的强势供应商的冲突。身处主机厂与芯片商的博 弈漩涡中，中小智驾Tier1公司力图在不确定性中寻找更多的主动权。 01 互相成就的行业佳话 陈禹行是吉林大学车辆工程与控制毕业，去伯克利做过一段时间访问学者。李想欣赏西安交大少年班出身 的陈禹行，很聪明、有想法，想把易航纳入自己的供应商体系。 易航的招人条件非常严格，不看特别漂亮的简历，但从博世、恒润挖了很多人。2017年中，易航的核心班 底初步建成，在朝阳区的电通创意广场找了一个约60个工位的办公室。因为这个位置在五元桥附近，离理 想很近。 从2017年初开始，易航的员工就拿着理 ...

Core Insights - The core viewpoint of the article emphasizes that the competition in the automotive market is shifting from low-cost vehicles to the mid-to-high-end market, where brand building will be crucial for future growth [2][12]. Group 1: Market Dynamics - The main source of market share growth for domestic car manufacturers from 2024 to 2025 will be in the A-class car market priced between 50,000 to 150,000 CNY, where domestic brands currently hold a 70.6% market share as of Q2 2025 [12][16]. - The mid-to-high-end market (150,000 to 250,000 CNY) is expected to see significant competition, with current domestic market share below 50%, indicating substantial room for growth [5][18]. - The luxury market (250,000 CNY and above) is dominated by brands like Li Auto, Xiaomi, and Huawei, which are leveraging electric and intelligent vehicle technologies to establish themselves as leaders in this segment [5][13]. Group 2: Profitability and Brand Loyalty - The profitability in the mid-to-high-end market is strong, with the 150,000 to 250,000 CNY segment projected to generate annual revenues of approximately 1.1 to 1.2 trillion CNY and net profits of around 550 to 600 billion CNY [3][12]. - Brand loyalty is becoming increasingly important in the 150,000 to 250,000 CNY market, where consumers are less price-sensitive and more focused on overall product quality and brand reputation [18][19]. - The luxury market is characterized by high brand barriers, making it difficult for new entrants to compete solely on price, thus emphasizing the need for established brand identities [4][5]. Group 3: Competitive Landscape - The competitive landscape in the 250,000 CNY and above luxury market is becoming clearer, with domestic brands like Li Auto and Huawei gaining significant market shares, while traditional luxury brands are experiencing a decline [21][22]. - The 150,000 to 250,000 CNY market is fragmented, lacking a clear leader, which presents opportunities for traditional automakers and emerging players to capture market share through innovation and design [5][14]. - The article suggests that traditional automakers and second-tier new forces should focus on the mid-range market (150,000 to 250,000 CNY) as it offers a better opportunity for growth compared to the high-end luxury segment [14][18].