以下文章来源于蚀刻AiTech ，作者蚀刻团队 智能驾驶十年老兵，走过四家公司，搞过芯片做过量产，写写行业新鲜事。 期待刻录AI发展的重点时刻。 蚀刻AiTech . 作者 | 蚀刻团队 来源 | 蚀刻AiTech 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 某头部智驾公司M今年已完成两轮融资，投资人范围较小，涉及某国资基金及中东主权基金，累计数亿美金；同时，如顺利，该公司可能最快2025年11月登 陆美股，估值或将突破60亿美元。 "管理层希望向华尔街证明，M不只是ADAS方案商。"业内人士提到。 据行业人士测算，M公司已连续三年保持营收及毛利高速增长，虽目前仍是亏损状态，但有望在2026年实现盈亏平衡。 M近期在一级市场的动作频频。既有对外投资布局相关重卡等产业链相关企业，其旗下芯片公司X也于2025年8月完成了新一轮融资，投资方阵容豪华， 包括深创投、IDG等顶级投资机构、以及蔚来资本、均胜电子等产业战投。 完成两轮"加塞"融资， 最快11月上市，估值超60 ...

Group 1 - The global automotive manufacturing landscape is undergoing significant transformation by 2025, with companies like Aptiv actively adjusting to these changes [1] - Aptiv is promoting a fully localized supply chain strategy in China, aiming for self-sufficiency in its OEM customer business and local OEM export business [1][2] - The company emphasizes a "China for China" approach, ensuring that its intellectual property and R&D capabilities are rooted in China [2] Group 2 - At the Shanghai Auto Show, Aptiv showcased localized intelligent automotive solutions, including a real-time operating system and virtualization platform, focusing on emerging industries [2] - The company aims to achieve 100% localization in its solutions, allowing for flexible partnerships with domestic suppliers [2][3] - The current domestic chip localization rate in China is only 15%, indicating significant room for growth in this area [2] Group 3 - Aptiv acknowledges the challenges in achieving higher localization rates for automotive-grade chips and is committed to strengthening its supply chain in China [3] - The company is actively collaborating with local partners to create an ecosystem that supports domestic OEMs in their export efforts [5][6] - Aptiv's strategy includes leveraging its capabilities to support the export of Chinese automotive innovations, particularly in the electric vehicle sector [6]

上海车展期间，安波福表示，将支持全面芯片国产化。安波福是一家跨国汽车零部件供应商，中国及亚 太区总裁杨晓明表示："我们正在全力、全速推进本地化战略2.0，构建起全面、彻底、完整的中国方 案。"汽车电动化和智能化变局中，芯片发挥越来越重要作用。安波福基于国产SoC芯片开发的ADAS方 案已经获得国内头部新势力车企的定点。(一财科技) ...