"车载光"市场爆点的到来，并非只是单一技术参数突破的结果，而是技术、用户与产业三条逻辑在汽车智能化转型的阶段中完成闭环。 目前车载光领域的核心应用有三大方向——增强现实抬头显示（AR-HUD）、智能车灯模组等。前两者都已经在智能车型上广泛应用，包括岚图泰山、问界 M8车型上均有搭载。 提到车上的"光"，大多数用户第一反应仍停留在车灯——照亮前路、提示转向，但在汽车智能化的发展演进中，光的角色正在被重新定义。 它不再只是照明工具，而正在成为智能状态的可视化界面、决策意图的外显方式，以及用户体验差异最直观的载体。换句话说，车载光正在成为"看得见的 智能化"。 2021年，华为乾崑提出"车载光"的概念，其认为，照明是"车载光"概念的一部分，车载光技术可以被视为信息与通信技术（ICT）光学技术与汽车工业相结 合的一种场景化解决方案，包括车载显示、光通信等都是诠释这一概念的应用载体。 车载光的智能化改变正在悄然发生。近日， 华为智能汽车解决方案BU智能车载光领域总经理陈双宝 在智能车载光峰会上披露 了一组最新数据——2025年 1-10月，智能HUD渗透率同比增长70%，智能车灯渗透率同比增长127%。 "光"已经变成 ...

Core Viewpoint - Xiaopeng Motors is collaborating with Huawei to innovate in the HUD (Head-Up Display) technology, aiming to enhance the driving experience and safety through advanced AR-HUD features [5][21][63]. Group 1: Collaboration Details - Xiaopeng Motors announced a partnership with Huawei to develop the "Chasing Light Panorama" HUD, which will debut in the Xiaopeng G7 [5][21]. - The collaboration involves Xiaopeng focusing on software while Huawei handles hardware, addressing existing limitations in current HUD technologies [7][21]. - The new HUD technology is based on Huawei's XHUD hardware, which has already received positive feedback in other models [22][24]. Group 2: HUD Technology Overview - HUD technology projects information onto the windshield, allowing drivers to keep their eyes on the road, thus improving safety [10][9]. - The current market penetration of HUDs is low, with only 16% market share as of 2024, indicating significant room for growth [20]. - Existing HUDs face challenges such as low resolution and brightness, which can lead to visual fatigue for drivers [18][17]. Group 3: Innovations in HUD - The "Chasing Light Panorama" HUD offers enhanced features such as AR light carpets, mini-map navigation, and warning indicators, providing a more immersive driving experience [29][32]. - The technology integrates with Xiaopeng's XNGP navigation data and advanced driving assistance systems, enhancing user confidence [28][32]. - Compared to traditional HUDs, the new system aims to reduce visual clutter and improve clarity, making it more user-friendly [34][41]. Group 4: Competitive Landscape - Other companies, such as Xiaomi, are exploring alternative display technologies like the "Sky Screen," which aims to provide information without the drawbacks of traditional HUDs [35][41]. - Various manufacturers are experimenting with different HMI (Human-Machine Interface) designs, indicating a trend towards more integrated and user-friendly vehicle interfaces [53][64]. - The evolution of HMI design reflects the industry's shift towards enhancing driver safety and experience through innovative technologies [62][63].

Core Viewpoint - Huawei and Xpeng Motors have jointly launched the "Chasing Light Panorama" AR-HUD system to address existing issues in AR-HUD technology such as visibility, dizziness, and obstruction [1][3]. Group 1: Product Development - The "Chasing Light Panorama" AR-HUD is the world's first HUD solution integrated with AI driving technology, debuting in the Xpeng G7 model [3]. - Huawei's HUAWEI XHUD has already been adopted in mass-produced models like SAIC's Feifan R7 and AITO's Wenjie M9, with over 20 additional models in development [3][6]. - The AR-HUD market in China is expected to grow significantly, with its share of HUD shipments projected to rise from less than 4% in January 2022 to nearly 25% by 2024 [5]. Group 2: Technological Advancements - The transition from traditional HUD to AR-HUD is driven by the rapid adoption of smart connected vehicles and advanced driver-assistance systems (ADAS) [4]. - HUAWEI XHUD visualizes the "perception-decision-execution" process of intelligent driving, enhancing driver awareness and safety [6]. - Key technologies for HUAWEI XHUD include proprietary spatial algorithms and low-latency real-time rendering algorithms, enabling accurate information display based on real-world data [6][9]. Group 3: Strategic Vision - Huawei's smart vehicle optical business, established in 2019, aims to leverage its extensive experience in optical communication to enhance automotive applications [8][9]. - The company is exploring future HUD technologies, including holographic optical elements (HOE) and two-dimensional beam expansion waveguides, to achieve larger fields of view and smaller device sizes [10][12]. - Huawei has made significant progress in overcoming key technical challenges related to HOE materials and large-area exposure, with prototype development underway [11].