[ 哪些车在使用"消费级芯片"？ ] 小米YU7上市后的第一个舆论场出现在对于"车规级"的讨论，YU7的座舱芯片用了消费级的高通8gen3，相比之下无关痛痒的纸巾盒却是车规级，被网友 疯狂调侃"人走盒在"。 实际上，小米YU7并不是第一个使用非车规级芯片的车型，特斯拉早在近十年前就开始了尝试，但也曾因芯片过热失效而大范围召回。 YU7的爆卖，又一次把这个话题推到了风口浪尖上——由消费级芯片控制座舱的智能汽车，到底能不能买？ 省流版：拉到结尾直接看结论。 NO.1 车规级实际上是一种全生命周期的质量管理理念，从产品设计、测试、量产，到变更管理，这是一个系统性工程。 常见的芯片等级一般是按照使用温度、辐射、抗干扰等因素，标准从宽泛到严格分为5类，即消费级、工业级、车规级、军工级、航天级。 在汽车产业，同济大学汽车学院教授朱西产对汽车产经表示，一辆汽车约1000多张芯片，芯片所在的部件功能不同，对于影响人身财产的功能安全的部 件，所用芯片肯定要做AEC-Q100和ISO26262功能安全认证，这就是我们说的"车规级芯片"。 但对于不涉及功能安全的部件，所用的芯片只需要AEC-Q100耐环境能力测试和寿命测试就够了。 ...

Core Viewpoint - The recent controversy surrounding Xiaomi's YU7 smart cockpit, which utilizes consumer-grade chips instead of automotive-grade chips, has sparked discussions in the industry about the implications of this trend [2][3]. Group 1: Consumer-grade vs. Automotive-grade Chips - Consumer-grade chips, like Qualcomm's Snapdragon 8 Gen 3 used in Xiaomi YU7, prioritize performance and cost, while automotive-grade chips focus on safety and reliability, adhering to ISO 26262 standards [4][5]. - Automotive-grade chips must pass AEC-Q100 certification with a defect rate of ≤10 DPPM, whereas consumer-grade chips have a higher defect rate allowance of ≤500 DPPM [4]. - The operating environment for automotive-grade chips ranges from -40℃ to 150℃, while consumer-grade chips are limited to 0℃ to 70℃ [4]. Group 2: Industry Trends and Implications - The increasing demand for in-car entertainment and smart features has led to a higher reliance on consumer-grade chips, especially when automotive-grade chip production cannot keep pace with market needs [6]. - Some automotive companies are modifying consumer-grade chips to enhance their safety and reliability, as seen with Xiaomi YU7's thermal reinforcement and software scheduling [7]. - Despite the short-term benefits of using consumer-grade chips, experts warn that this approach may be detrimental in the long run due to safety concerns and the shorter lifespan of these chips compared to automotive-grade options [8][9]. Group 3: Future of Chip Usage in Automotive Industry - The automotive industry is expected to revert to using exclusively automotive-grade components as the demand for higher safety and reliability increases, particularly with the rise of integrated cockpit solutions requiring ASIL D safety levels [9][10]. - Leading chip manufacturers are expanding their capabilities to produce both consumer-grade and automotive-grade chips, indicating a shift in focus towards the automotive-grade market [9][10].

Core Viewpoint - The controversy surrounding Xiaomi's YU7 car accessory, specifically the "car-grade" tissue box priced at 169 yuan, highlights a significant discrepancy between marketing claims and the actual specifications of its core components, which are consumer-grade rather than car-grade [1][5][10]. Group 1: Product and Pricing - Xiaomi's YU7 was launched alongside the Xiaomi Life car-mounted magnetic tissue box, which is priced at 169 yuan, leading to widespread discussion on social media [3][5]. - The tissue box is marketed as "car-grade," but the core chip used is a consumer-grade Qualcomm Snapdragon 8 Gen 3, which is also found in lower-priced smartphones [5][10]. - Despite the high price, some consumers argue that the tissue box's ability to withstand extreme temperatures (-30℃ to 95℃) justifies its cost, comparing it to other premium car accessories [7][9]. Group 2: Chip Specifications and Implications - The Snapdragon 8 Gen 3 chip, while powerful and cost-effective, lacks the safety certifications and reliability standards of car-grade chips like the Qualcomm SA8295P [10][14]. - The consumer-grade chip offers advantages such as lower costs, faster iteration speeds, better ecosystem compatibility, and stable supply chains [10][11]. - However, the safety and reliability concerns associated with using consumer-grade chips in automotive applications raise questions about Xiaomi's product design and pricing strategy [14][16]. Group 3: Market Perception and Brand Value - The debate over the pricing of the tissue box reflects broader issues of brand value and consumer perception, with some viewing it as a "smart tax" while others see it as a justified premium for brand loyalty [7][9]. - Xiaomi's ecosystem strategy, which includes a range of high-priced accessories, suggests that the company is banking on brand loyalty and emotional value to justify its pricing [9][16]. - The controversy serves as a test for Xiaomi to balance market trends and consumer safety in its product offerings [16].

Investment Rating - The report maintains an "Outperform" rating for the electronic industry [1]. Core Insights - The rise of AI technology is driving innovation in terminal devices, with AI smart glasses emerging as a new carrier for AI applications. Compared to traditional XR devices, AI smart glasses integrate AI technology and focus on visual and auditory functions, making them lighter and more suitable for daily life scenarios. Users primarily utilize AI smart glasses for photography, live streaming, music, calls, and AI voice interaction [3][24]. - With an increasing number of entrants, 2025 is expected to see a surge in new AI smart glasses releases. The market is shifting from "showing off technology" to "practical use," with features like translation, photography, and AI voice assistants becoming common in daily scenarios, especially in sports, commuting, and translation contexts. Major smartphone manufacturers like Xiaomi and Samsung are anticipated to launch their first AI smart glasses in 2025 [3][18]. - The AI+AR future application potential is significant, with SoC and optical display being core value segments. The cost structure of AI smart glasses shows that the chip segment accounts for a substantial portion of the overall cost, with SoC being the primary cost driver [3][28]. Summary by Sections 1. New Products and Market Potential - AI smart glasses are expected to become a new carrier for AI applications, integrating essential sensory interaction methods [3][19]. - The market is entering a phase of dense new product releases, with a projected global shipment of 5.5 million units by 2025 and a CAGR of 144% from 2024 to 2027 [3][49]. 2. Core Components and Technology - SoC is identified as the core cost source for AI smart glasses, with a significant portion of the BOM cost attributed to chips [3][62]. - The report highlights the importance of Micro LED and optical display technologies in enhancing the application scenarios of AI+AR smart glasses [3][97]. 3. Market Trends and Competitive Landscape - AI smart glasses are transitioning from novelty to practicality, with features that enhance user experience in various scenarios [3][37]. - Collaboration between AI smart glasses brands and traditional eyewear brands is emerging as a significant trend, enhancing the distribution and service ecosystem [3][33].

GenieBlue团队 投稿 量子位 | 公众号 QbitAI 在AI迈入多模态时代的当下， "让大模型上手机" 成为产业落地的焦点。 现有MLLM在手机端部署时常面临两大难题： vivo AI研究院联合港中文以及上交团队 为了攻克这些难题， 从训练数据和模型结构两方面，系统性地分析了如何在MLLM训练中维持纯语言 能力，并基于此提出了GenieBlue——专为移动端手机NPU设计的高效MLLM结构方案。目前已被ICCV 2025接收。 主要贡献和技术亮点 1、现有端侧LLM在支持多模态功能后，纯语言任务准确率下降超10%。GenieBlue通过冻结原始LLM参数，并引入复制的Transformer层和 轻量化的LoRA模块，在多模态训练的过程中保留原始的语言能力。 2、通过大规模微调，GenieBlue达到与主流MLLM相媲美的多模态能力，并完全保留原始纯语言性能。 3、避开当前NPU不支持的MoE架构，采用不共享基座的推理策略。在搭载高通骁龙8 Elite（第四代）芯片的手机上实现流畅运行。 技术背景 1、当前的端侧MLLM无法取得令人满意的纯语言能力 在MATH（客观难题）、AlignBench和MT- ...

市场怀疑论者仅关注受巨额投资拖累的表面盈利，便断言英特尔是价值陷阱。但深入分析就会发现，这 家企业正在以远低于重置成本的折扣进行彻底转型。相比于英伟达、AMD等芯片巨头的估值，当前英 特尔的1.8倍市销率(PS)以及约16倍的EV/EBITDA估值，加之不到20倍的预期PE估值，整体估值堪称"低 到离谱"。对于市场观察人士而言，最核心的问题不在于英特尔是否应享有接近英伟达(NVDA.US)或 AMD(AMD.US)的PS或者PE估值倍数，而在于当前估值差距是否会在最先进的晶圆代工业务、AI PC和 数据中心加速器业务规模扩大后得到修正。 核心论点 智通财经APP获悉，英特尔(INTC.US)正从长期低迷转向实质性复兴，而市场尚未充分认识到这一转 变。尽管这家芯片巨头正在实施从晶圆制造到边缘AI PC的多年重组计划，其股价仍仅略高于账面价 值，市盈率也远低于同行，但最新一季度财报显示，其核心业务趋于稳定，现金流重回正值，这对资本 密集型转型至关重要。随着制造路线图的重新规划、专为AI周期打造的新一代芯片，以及前所未有的 政府补贴，英特尔正同时把握多个长期增长机遇。 英特尔的复兴取决于全面转型而非局部调整。管理层 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 近日，英特尔计划关闭汽车业务并裁员的新闻引发关注，为其近年来的频频调整再添沉重一笔。 这位曾引领行业的半导体巨头，正深陷转型的"至暗时刻"，步履维艰。 与此同时，在科技界的另一端：苹果公司正值自研PC芯片问世五周年之际，宣布macOS 26 Tahoe将 是最后一个支持英特尔芯片的macOS版本。这意味着从明年开始，苹果桌面操作系统的主要新版本将 只能在搭载Apple Silicon芯片的 Mac上运行。 不难判断，这不仅标志着苹果自研芯片的成功，更悄然加速了整个PC处理器行业的变革浪潮。 苹果在PC芯片领域的深耕与突破，正以前所未有的力度冲击着以x86架构为核心的PC处理器市场格 局。 这股力量，也正在不可避免地撼动着英特尔赖以生存的x86 PC处理器业务的根基，为其严峻的 挑战增添了新的强劲变量。 x86 PC霸主的辉煌与困境 回顾历史，在PC处理器芯片行业发展的漫长征途中，悄然上演了一场场跌宕起伏的技术竞赛。 早在1971年，英特尔就推出首款微处理器4004，随后不断进化，到1978年发布了16位处理器8086。 1981年，蓝色巨人IBM选择将8086衍 ...

齐鲁晚报·齐鲁壹点 张永森 6月26日，沃尔沃全新XC60正式上市，燃油版限时尊享价25.49万元起，插电式混合动力版限时参考尊享价35.49万元起。这款凝聚"全球260万家庭信任之 选"精髓的SUV，正以全方位的进化，重新诠释豪华出行的深层价值：超越视觉的奢华，直达生命的守护。 全新XC60新增"松湖绿"、"森莓红"自然灵感车色，搭配全新交叉格栅、个性化轮毂及黑化尾灯，设计更显时尚动感。内饰提供豪华/运动双风格，选用豆蔻 褐座椅及环保Nordico®材质，并融入致敬P1800跑车的标志性"邦德曲线"腰线。 ● e 9 8 0 6 99 0 00 brie e D @ 0 ● g u 190 r g @ 智能科技为守护注入时代温度。高通骁龙8155芯片驱动的11.2英寸中控屏，带来行云流水般的操作体验。智能语音助手"小沃"化身贴心伙伴，全时免唤醒、 精准方言识别与情感化交互让指令传达温暖而高效。场景助手如同懂你的管家，自动切换通勤、回家等模式，提前营造舒适氛围。整合QQ音乐、腾讯视频 等娱乐生态，并接入覆盖全国的百万级充电桩网络，让安全守护延伸至每一段旅途的便捷与愉悦。 g pp 1 in ru e 守护，是 ...

6月23日，沃尔沃汽车宣布，沃尔沃新款XC60将于6月26日在全国上市。据介绍，新款XC60升级高通骁 龙8155车规级芯片，并搭载11.2英寸中控屏，智能语音助手"小沃"支持主驾全时免唤醒、可见即可说和 方言识别等。 ...

Group 1 - The rise of smart cockpit technology has shifted the focus towards cockpit domain chips, which are now crucial for driving multiple high-resolution displays in vehicles [1][2] - The integration of cockpit systems has evolved from distributed control systems to a more centralized cockpit domain, enhancing the user experience with interconnected displays [2] - The Snapdragon 8155 chip can simultaneously drive multiple high-resolution screens, showcasing its capability compared to mobile devices that typically manage fewer displays [5] Group 2 - The increasing number of cameras in vehicles for advanced driver-assistance systems (ADAS) necessitates robust processing capabilities, with the Snapdragon 8155 supporting multiple video inputs [6] - Automotive-grade chips are designed to withstand harsher environments compared to consumer-grade chips, with stricter reliability and performance standards [10][11] - The AEC-Q series standards define various temperature ranges and reliability requirements for automotive components, ensuring stable operation under extreme conditions [14][16] Group 3 - The differences between automotive-grade and consumer-grade chips include enhanced anti-interference capabilities and rigorous reliability testing to prevent failures in critical systems [15][17] - The Snapdragon 8 Gen3 chip, built on a 4nm process, offers superior performance compared to the Snapdragon 8295, which is designed for mobile devices [20][22] - Automotive safety standards require chips to have fault detection and redundancy features, which are less stringent for consumer-grade chips [22]