智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升。10 寸 以上中控屏、10 寸以上液晶仪表、HUD、座舱域控制器 12 月渗透率 90.8%、 54.5%、27.2%、52.5%，同比+7、+1、+10、+18pct，环比+3、+4、+3、+5pct。 证券研究报告 | 2026年03月09日 2026年03月10日 汽车智能化月报系列（三十三） 优于大市 12 月城区 NOA 渗透率 23%，小鹏汽车第二代 VLA 正式发布 行业新闻：1）特斯拉加速推进 FSD（监督式）在北美以外地区落地节奏； 2）小鹏第二代 VLA 正式发布，2026 款小鹏 X9 纯电版正式上市；3）小 马智行第七代 Robotaxi 深圳单车盈利转正；4）文远知行 Robotaxi 首 次开进阿布扎比市中心；5）英特尔与华阳集团推出 AI Box；6）速腾聚 创无人配送激光雷达搭载量行业第一 ；7）禾赛 JT64P 赋能华测导航 RS7 激光扫描仪；8）地平线 HSD 携手 iCAR V27，打造方盒子智驾天花 板；9）黑芝麻智能携手国汽智控斩获首个华山 A2000 芯片项目定点。 高频核心数据更新：1）800 万像 ...

Core Viewpoint - Elon Musk revealed new details about Tesla's upcoming AI5 and AI6 chips, claiming they will set new benchmarks for automotive and broader AI computing performance [1][2]. Group 1: AI Chip Development - Tesla has consolidated its chip roadmap from two architectures to one, focusing all silicon talent on creating an incredible chip [1]. - The AI5 chip is expected to be the best inference chip for models with fewer than approximately 250 billion parameters, offering unmatched cost-effectiveness and performance per watt [2]. - The AI5 chip will be manufactured by TSMC, with production expected to start by the end of 2026 [4]. Group 2: Dojo Supercomputer Closure - Tesla officially abandoned its Dojo supercomputer platform, redirecting all chip resources to AI5 and AI6 [1][5]. - The Dojo project faced significant challenges and was ultimately deemed a "dead end" by Musk, leading to its closure and the dissolution of the team behind it [6][8]. - Analysts noted that losing key talent from the Dojo project could derail future initiatives, especially in highly specialized internal technology projects [8]. Group 3: Strategic Shift - The closure of Dojo is viewed by some as a strategic pivot from high-risk, self-sufficient hardware development to a streamlined approach relying on partnerships for chip development [7][8]. - Tesla has signed a $16.5 billion agreement with Samsung to produce the AI6 chip starting in 2026, indicating a shift in focus towards collaboration [4][8]. - Musk emphasized that Tesla is positioning itself as an AI company, not just an automotive manufacturer, aiming to leverage AI for various applications [8]. Group 4: Future Prospects - The AI6 chip is anticipated to power Tesla's Full Self-Driving (FSD) and Optimus humanoid robot, as well as provide high-performance AI training for data centers [8][15]. - Tesla's strategy includes developing its own chips to reduce reliance on Nvidia and other suppliers, which have become increasingly expensive [15][16]. - The potential for Tesla to generate new revenue streams through AI services and software is highlighted, with estimates suggesting a possible increase in market value by $500 billion [16].