{"id":18867,"date":"2024-11-08T15:43:37","date_gmt":"2024-11-08T07:43:37","guid":{"rendered":"http:\/\/192.168.10.115\/?p=18867"},"modified":"2024-11-08T15:43:37","modified_gmt":"2024-11-08T07:43:37","slug":"2024-11-08-%e6%99%ba%e8%83%bd%e9%a9%be%e9%a9%b6%e8%a1%8c%e4%b8%9a%e6%b7%b1%e5%ba%a6%e5%88%86%e6%9e%90%e7%a0%94%e7%a9%b6%e6%8a%a5%e5%91%8a","status":"publish","type":"post","link":"http:\/\/222.128.65.89:18086\/index.php\/2024\/11\/08\/18867\/","title":{"rendered":"2024-11-08 \u667a\u80fd\u9a7e\u9a76\u884c\u4e1a\u6df1\u5ea6\u5206\u6790\u7814\u7a76\u62a5\u544a"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

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\u5168\u7403\u8f66\u4f01\u5e02\u503c\u4e0e\u4f30\u503c\u5bf9\u6bd4\u2014\u2014\u9ad8\u7aef\u5316\u53ca\u667a\u80fd\u5316\u6210\u5f71\u54cd\u8f66\u4f01\u4f30\u503c\u7684\u5173\u952e\u56e0\u7d20\u3002\u4ece\u603b\u5e02\u503c\u770b\uff0c\u7279\u65af\u62c9\u5e02\u503c\u6301\u7eed\u9886\u8dd1\u5168\u7403\u8f66\u4f01\uff0c\u5176\u6b21\u4e3a\u4e30\u7530\u6c7d\u8f66\u3001\u6cd5\u62c9\u5229\uff0c\u6bd4\u4e9a\u8fea\u662f\u56fd\u5185\u5e02\u503c\u6700\u5927\u7684\u8f66\u4f01\u3002\u54c1\u724c\u5f62\u8c61\u5e26\u6765\u7684\u9ad8\u7528\u6237\u7c98\u6027\uff08\u6cd5\u62c9\u5229\uff09\u3001\u667a\u80fd\u5316\u9690\u542b\u7684\u5546\u4e1a\u6a21\u5f0f\u53d8\u9769\u6f5c\u529b\uff08\u7279\u65af\u62c9\uff09\u662f\u6700\u96be\u88ab\u7ade\u4e89\u5bf9\u624b\u6a21\u4eff\u7684\u4e24\u70b9\u58c1\u5792\u3002<\/p>\n\n\n\n

\u5f53\u524d\u6574\u8f66\u80a1\u4f30\u503c\uff08PS-TTM\uff09\u5206\u4e3a\u4ee5\u4e0b\u51e0\u4e2a\u68af\u961f\uff1a<\/p>\n\n\n\n

1\uff09\u6cd5\u62c9\u5229\u4f5c\u4e3a\u8d85\u8c6a\u534e\u54c1\u724c\uff0cPS \u4f30\u503c\u8fdc\u8d85\u5176\u5b83\u8f66\u4f01\u3002\u6cd5\u62c9\u5229\u5355\u8f66\u5747\u4ef7\u8f83\u9ad8\uff0c\u636e\u8d22\u62a5\uff0c2023 \u5e74\u5ea6\u5355\u8f66\u6536\u5165\u8d85\u8fc7 340 \u4e07\u5143\uff0c1Q23\u4ee5\u6765\u51c0\u5229\u6da6\u4fdd\u6301\u53cc\u4f4d\u6570\u9ad8\u589e\u957f\uff0c\u76c8\u5229\u80fd\u529b\u8fdc\u8d85\u5176\u5b83\u8f66\u4f01\uff0c2Q24 \u6bdb\u5229\u7387\/\u51c0\u5229\u7387\u9ad8\u8fbe 50%\/24%\uff0c\u4f53\u73b0\u54c1\u724c\u7a00\u7f3a\u6027\u3001\u517c\u5177\u9ad8\u6210\u957f\u5c5e\u6027\u3002<\/p>\n\n\n\n

2\uff09\u5176\u6b21\u4e3a\u5168\u7403\u667a\u80fd\u8f66\u9886\u5934\u7f8a\u7279\u65af\u62c9\uff0cPS \u903e 7 \u500d\uff0c\u636e\u8d22\u62a5\uff0c2Q24 \u5355\u8f66\u8425\u6536 4.48 \u4e07\u7f8e\u5143\uff0c\u6c7d\u8f66\u5236\u9020\u6bdb\u5229\u738714.6%\u3002<\/p>\n\n\n\n

3\uff09\u672c\u571f\u8f66\u4f01\u4e2d\uff0c\u534e\u4e3a\u667a\u9009\u8f66\u54c1\u724c\u6240\u5728\u4e0a\u5e02\u516c\u53f8\u4f30\u503c\u76f8\u5bf9\u66f4\u9ad8\u3002\u8fd1\u5e74\u6765\u9020\u8f66\u65b0\u52bf\u529b\u4f30\u503c\u867d\u56de\u843d\u8f83\u591a\uff0c\u4f46\u4ecd\u8f83\u7edd\u5927\u90e8\u5206\u4f20\u7edf\u8f66\u4f01\u6709\u4f30\u503c\u6ea2\u4ef7\uff0c\u5c0f\u9e4f\u6c7d\u8f66 PS \u4f30\u503c\u9ad8\u4e8e\u851a\u6765\u3001\u7406\u60f3\u3002<\/p>\n\n\n\n

1.1\u00a0\u7279\u65af\u62c9\u4f30\u503c\u6ea2\u4ef7\u9690\u542b\u5546\u4e1a\u6a21\u5f0f\u53d8\u9769\u7684\u5de8\u5927\u6f5c\u529b<\/strong><\/p>\n\n\n\n

 \u7279\u65af\u62c9\u4f30\u503c\u590d\u76d8\u2014\u2014\u4f30\u503c\u6ce2\u52a8\u867d\u5927\uff0c\u4f46\u6301\u7eed\u9ad8\u4e8e\u4f20\u7edf\u8f66\u4f01<\/p>\n\n\n\n

2020-2021 \u662f\u4f30\u503c\u9ad8\u5cf0\uff0c\u6700\u9ad8\u5e02\u503c\u7a81\u7834\u4e07\u4ebf\u7f8e\u91d1\u3002\u4e0a\u5e02\u4ee5\u6765\u7279\u65af\u62c9\u4f30\u503c\u6301\u7eed\u9ad8\u4e8e\u4f20\u7edf\u8f66\u4f01\uff0c\u7279\u65af\u62c9\u9500\u91cf\u4e0d\u5230\u4e30\u7530\u6c7d\u8f66\u7684 1\/5\uff0c\u4f46\u5176\u5e02\u503c\u4ece 2020 \u5e74\u4e2d\u4e4b\u540e\u6301\u7eed\u8d85\u8d8a\u4e30\u7530\uff0c\u8fd9\u6e90\u4e8e\u66f4\u9ad8\u7684\u6210\u957f\u6027\u53ca\u6301\u7eed\u5151\u73b0\u7684\u667a\u9a7e\u6280\u672f\u5e26\u6765\u7684\u5546\u4e1a\u6a21\u5f0f\u53d8\u9769\u6f5c\u529b\u3002<\/p>\n\n\n\n

\uf06c \u7279\u65af\u62c9\u57fa\u672c\u9762\u590d\u76d8\u2014\u2014\u5229\u6da6\u7387\u53ca\u5176\u6ce2\u52a8\u89c4\u5f8b\u4e0e\u4f20\u7edf\u8f66\u4f01\u5e76\u65e0\u4e8c\u81f4<\/p>\n\n\n\n

\u7279\u65af\u62c9\u6210\u7acb\u4e8e 2003 \u5e74\uff0c2020 \u5e74\u9996\u6b21\u5e74\u5ea6\u76c8\u5229\uff0c\u4ece\u6210\u7acb\u5230\u76c8\u5229\u8017\u65f6 17 \u5e74\u3002\u4ece\u9996\u6b21\u5e74\u5ea6\u76c8\u5229\u5230 2024 \u5e74\u4e2d\u62a5\uff0c\u7279\u65af\u62c9\u76c8\u5229\u6c34\u5e73\u53ca\u5176\u6ce2\u52a8\u89c4\u5f8b\u4e0e\u4f20\u7edf\u8f66\u4f01\u5e76\u65e0\u4e8c\u81f4\uff0c\u4e3b\u8981\u662f\u5176\u6280\u672f\u79ef\u7d2f\u5c1a\u672a\u8fbe\u5230\u89e6\u53d1\u5546\u4e1a\u6a21\u5f0f\u5927\u53d8\u9769\u7684\u4e34\u754c\u70b9\uff0c\u4f46\u8fd9\u4e00\u65f6\u70b9\u968f\u7740\u7279\u65af\u62c9FSD V12 \u7248\u672c\u7684\u63a8\u51fa\u5728\u52a0\u901f\u4e34\u8fd1\u3002<\/p>\n\n\n\n

\uf06c \u7279\u65af\u62c9\u516c\u53f8\u613f\u666f\u2014\u2014\u6253\u9020\u89c4\u6a21\u5316\u65e0\u4eba\u9a7e\u9a76\u8f66\u961f<\/p>\n\n\n\n

\u7279\u65af\u62c9 CEO\u9a6c\u65af\u514b\u4e8e 2021 \u80a1\u4e1c\u5927\u4f1a\u4e0a\u63d0\u51fa 2030 \u5e74\u5b9e\u73b0\u5e74\u9500\u91cf 2000 \u4e07\u8f86\u7684\u76ee\u6807\uff0c\u5e76\u9010\u6b65\u5b9e\u73b0\u65e0\u4eba\u9a7e\u9a76\u3002\u7279\u65af\u62c9\u7684\u4f01\u4e1a\u8d44\u6e90\u6295\u5411\u4e3b\u8981\u56f4\u7ed5\u964d\u672c&\u667a\u80fd\u5316\u76ee\u6807\uff0c\u5c24\u5176\u662f\u81ea\u7814\u667a\u9a7e\u8f6f\u786c\u4ef6\u4ee5\u6765\uff0c\u6218\u7565\u65b9\u5411\u6ca1\u6709\u53d1\u751f\u52a8\u6447\uff0c\u7279\u65af\u62c9\u9ad8\u9636\u667a\u9a7e\u8f66\u4fdd\u6709\u89c4\u6a21\u5168\u7403\u9886\u5148\u3002<\/p>\n\n\n\n

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1\uff09\u4ea7\u54c1\u7ef4\u5ea6\u2014\u2014\u59cb\u4e8e\u9ad8\u7aef\uff0c\u6210\u4e8e\u5e73\u4ef7\u3002<\/p>\n\n\n\n

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2\uff09\u5236\u9020\u7ef4\u5ea6\u2014\u2014\u518d\u9020\u6c7d\u8f66\u5236\u9020\u6d41\u7a0b\u3002<\/p>\n\n\n\n

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3\uff09\u7535\u52a8\u5316\u2014\u2014\u7535\u6c60\u5916\u8d2d\u4e0e\u81ea\u5236\u5e76\u4e3e\uff0c\u7535\u6c60\u5168\u6d41\u7a0b\u964d\u672c\u3002<\/p>\n\n\n\n

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4\uff09\u667a\u80fd\u5316\u2014\u2014\u8f66\u961f\u89c4\u6a21\u53ca\u4e91\u7aef\u7b97\u529b\u5168\u7403\u9886\u5148\u3002<\/p>\n\n\n\n

\u8f66\u7aef\u611f\u77e5\u91c7\u7528\u7eaf\u89c6\u89c9\u65b9\u6848\uff0c\u667a\u9a7e\u8f6f\u786c\u4e00\u4f53\uff0c\u9ad8\u5ea6\u81ea\u7814\uff08\u8f66\u7aef\u667a\u9a7e SOC \u82af\u7247+\u667a\u9a7e\u8f6f\u4ef6+\u4e91\u7aef\u8bad\u7ec3\u82af\u7247\uff09\u3002\u7279\u65af\u62c9\u62e5\u6709\u5168\u7403\u9886\u5148\u7684\u9ad8\u9636\u667a\u9a7e\u8f66\u961f\u89c4\u6a21\u3001\u4e91\u7aef\u8bad\u7ec3\u7b97\u529b\u3001\u667a\u9a7e\u7d2f\u79ef\u884c\u9a76\u91cc\u7a0b\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

\u7279\u65af\u62c9\u4e0e\u4e30\u7530\u6c7d\u8f66\u4f30\u503c\uff08PS-TTM<\/strong>\uff09\u5bf9\u6bd4<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u7279\u65af\u62c9\u4e0e\u4e30\u7530\u5173\u952e\u8d22\u52a1\u6307\u6807\u5bf9\u6bd4<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u7279\u65af\u62c9\u4e0e\u4e30\u7530\u6bdb\u5229\u7387\u6ce2\u52a8<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u7279\u65af\u62c9\u4e0e\u4e30\u7530\u51c0\u5229\u7387\u6ce2\u52a8<\/p>\n\n\n\n

1.2\u00a0\u4e24\u4e2a\u89c6\u89d2\u6d4b\u7b97\u7279\u65af\u62c9\u667a\u9a7e\u4e1a\u52a1\u6f5c\u529b<\/strong><\/p>\n\n\n\n

\u81ea\u52a8\u9a7e\u9a76\u5546\u4e1a\u6f5c\u529b\u5de8\u5927\uff0cWayve \u9996\u5e2d\u6267\u884c\u5b98 Alex Kendall \u8ba4\u4e3a\uff1a\u81ea\u52a8\u9a7e\u9a76\u9886\u57df\u662f\u4eba\u5de5\u667a\u80fd\u521b\u65b0\u7684\u4e3b\u8981\u9a71\u52a8\u529b\uff0c\u63a8\u52a8\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u5904\u7406\u590d\u6742\u4e14\u4e0d\u53ef\u9884\u6d4b\u7684\u73b0\u5b9e\u573a\u666f\u3002\u81ea\u52a8\u9a7e\u9a76\u5927\u89c4\u6a21\u89e3\u9501\u5168\u7403\u591a\u6837\u5316\u6570\u636e\u3001\u5e26\u6765\u5168\u65b0\u5546\u4e1a\u6a21\u5f0f\u53ca\u5b9d\u8d35\u7684\u793e\u4f1a\u6548\u76ca\u3002\u8be5\u884c\u4e1a\u53ef\u652f\u6301\u7a33\u5b9a\u7684\u6280\u672f\u8fdb\u6b65\u548c\u4e1a\u52a1\u589e\u957f\uff0c\u9010\u6b65\u5f15\u5165\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u9a7e\u9a76\u81ea\u52a8\u5316\uff0c\u4ee5\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u5efa\u7acb\u6d88\u8d39\u8005\u7684\u63a5\u53d7\u5ea6\u548c\u4fe1\u4efb\u3002<\/p>\n\n\n\n

\u89c6\u89d2\u4e00\uff1aFSD <\/strong>\u667a\u9a7e\u5305\u76c8\u5229\u6f5c\u529b\u5927\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9\u5728 2023 \u5e74\u5ea6\u8d22\u62a5\u4f1a\u8bae\u63d0\u5230\uff0c\u4e0e\u51cf\u5c11\u4ea7\u91cf\u548c\u63d0\u9ad8\u5355\u8f66\u5229\u6da6\u7387\u76f8\u6bd4\uff0c\u63a8\u52a8\u66f4\u9ad8\u7684\u4ea7\u9500\u91cf\u548c\u63d0\u5347 FSD \u9009\u88c5\u7387\u624d\u662f\u6b63\u786e\u7684\u9009\u62e9\u3002\u4e3a\u63d0\u9ad8 FSD \u6536\u5165\u89c4\u6a21\uff0c\u66f4\u597d\u7684\u5546\u4e1a\u7b56\u7565\u662f\u4ee5\u8f83\u4f4e\u7684\u786c\u4ef6\u5229\u6da6\u7387\u5e26\u6765\u66f4\u5927\u7684\u8f66\u961f\u89c4\u6a21\uff0c\u5b9e\u73b0\u66f4\u9ad8\u7684 FSD \u9009\u88c5\u7387\u3002<\/p>\n\n\n\n

\u76ee\u524d FSD \u552e\u5356\u5206\u4e3a\u4e00\u6b21\u6027\u8d2d\u4e70\u548c\u8ba2\u9605\u5236\u4e24\u79cd\u65b9\u5f0f\u3002\u636e\u7279\u65af\u62c9\u5b98\u7f51\uff0c2024 \u5e74 6 \u6708 FSD \u4e00\u6b21\u6027\u8d2d\u4e70\u4ef7\u683c\u8c03\u6574\u4e3a 0.8 \u4e07\u7f8e\u91d1\uff08\u7f8e\u56fd\u552e\u4ef7\uff09\uff0c\u8ba2\u9605\u8d39 99 \u7f8e\u5143\/\u6708\uff08\u7f8e\u56fd\u552e\u4ef7\uff09\uff0c\u5047\u8bbe\u6709 200 \u4e07\u53f0\u8f66\u8d2d\u4e70\u4e86 FSD \u667a\u9a7e\u5305\uff0c\u5219 FSD \u4ea7\u751f\u7684\u6536\u5165\u4e3a 160 \u4ebf\u7f8e\u5143\uff0c\u7531\u4e8e\u7279\u65af\u62c9\u8f83\u4f4e\u7684\u667a\u9a7e BOM \u6210\u672c\uff0c\u667a\u9a7e\u5305\u552e\u5356\u80fd\u7ed9\u7279\u65af\u62c9\u5e26\u6765\u8f83\u9ad8\u7684\u5229\u6da6\u89c4\u6a21\u548c\u5229\u6da6\u5360\u6bd4\uff08\u636e\u8d22\u62a5\uff0c2023 \u5e74\u5ea6\u7279\u65af\u62c9\u51c0\u5229\u6da6 150 \u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u6765\u81ea\u6c7d\u8f66\u5236\u9020\uff09\u3002\u4ece\u5355\u8f66\u5229\u6da6\u8d21\u732e\u89d2\u5ea6\uff0cFSD \u660e\u663e\u9ad8\u4e8e\u8f66\u8f86\u9500\u552e\u5e26\u6765\u7684\u7eaf\u786c\u4ef6\u5229\u6da6\u3002<\/p>\n\n\n\n

\u89c6\u89d2\u4e8c\uff1aROBOTAXI <\/strong>\u89c6\u89d2\u4e0b\u7684\u7279\u65af\u62c9\u6c7d\u8f66\u4e1a\u52a1\u4f30\u503c\u6d4b\u7b97<\/p>\n\n\n\n

2024 \u5e74 4 \u6708\u7279\u65af\u62c9\u7aef\u5230\u7aef\u67b6\u6784\u7684 FSD V12 \u7248\u4ece BETA \u7248\u5347\u7ea7\u4e3a Supervised\uff08\u6709\u76d1\u7763\uff09\u7248\uff0c\u8ba1\u5212\u4e0b\u4e00\u6b65\u8fed\u4ee3\u81f3 Unsupervised\uff08\u65e0\u76d1\u7763\uff09\u7248\uff0c\u5c4a\u65f6\u7279\u65af\u62c9 Robotaxi \u6216\u53ef\u5b9e\u73b0\u5927\u89c4\u6a21\u63a8\u5e7f\uff0c\u7279\u65af\u62c9\u5728 1Q24 \u8d22\u62a5\u4f1a\u5c55\u793a\u4e86\u624b\u673a\u6253\u8f66\u670d\u52a1\u754c\u9762\uff0c\u53ec\u5524\u548c Robotaxi\u529f\u80fd\u88ab\u4f7f\u7528\u65f6\uff0cApp \u754c\u9762\u5c06\u663e\u793a\u8ddd\u79bb\u3001\u9884\u8ba1\u5230\u8fbe\u65f6\u95f4\u3001\u8f66\u5185\u6e29\u5ea6\u3001\u53ef\u7528\u5ea7\u4f4d\u6570\u3001\u5bfc\u822a\u5730\u56fe\u7b49\u5185\u5bb9\u3002<\/p>\n\n\n\n

\u636e\u7279\u65af\u62c9\u4e1a\u7ee9\u53d1\u5e03\u4f1a\uff0c\u7279\u65af\u62c9\u4e00\u76f4\u5728\u6295\u8d44\u5fc5\u8981\u7684\u786c\u4ef6\u548c\u8f6f\u4ef6\u751f\u6001\u7cfb\u7edf\uff0c\u4ee5\u5b9e\u73b0\u6c7d\u8f66\u81ea\u52a8\u9a7e\u9a76\u548c\u6253\u8f66\u670d\u52a1\u3002\u901a\u8fc7\u91c7\u7528\u7aef\u5230\u7aef\u795e\u7ecf\u7f51\u7edc\u7684\u7eaf\u89c6\u89c9\u67b6\u6784\uff0c\u5e76\u5728\u6570\u5341\u4ebf\u82f1\u91cc\u7684\u771f\u5b9e\u4e16\u754c\u6570\u636e\u57fa\u7840\u4e0a\u8fdb\u884c\u8bad\u7ec3\uff0c\u53ef\u4ee5\u5b9e\u73b0\u53ef\u6269\u5c55\u4e14\u53ef\u76c8\u5229\u7684\u81ea\u52a8\u9a7e\u9a76\u4e1a\u52a1\u3002<\/p>\n\n\n\n

\u9a6c\u65af\u514b\u63d0\u51fa\u7279\u65af\u62c9 Robotaxi \u53ef\u88ab\u8ba4\u4e3a\u662f Airbnb \u548c Uber \u7ed3\u5408\u4f53\uff0c\u7279\u65af\u62c9\u6709\u81ea\u8425\u8f66\u961f\uff0c\u4ee5\u786e\u4fdd\u6bcf\u4e2a\u57ce\u5e02\u6709\u8fd0\u529b\u53ef\u63d0\u4f9b\uff0c\u7279\u65af\u62c9\u8f66\u4e3b\u53ef\u9009\u62e9\u52a0\u5165 Robotaxi \u4f7f\u5176\u8f66\u8f86\u6210\u4e3a\u751f\u4ea7\u5de5\u5177\uff0c\u4ece\u800c\u5e26\u6765\u66f4\u9ad8\u8f66\u8f86\u4f7f\u7528\u7387\uff0c\u6700\u7ec8\u5e26\u6765\u66f4\u9ad8\u7ecf\u6d4e\u4ef7\u503c\u3002<\/p>\n\n\n\n

\u667a\u9a7e\u6280\u672f\u6301\u7eed\u8fdb\u5316\u5c06\u4f7f\u5f97\u7406\u8bba\u4e0a\u73b0\u6709\u642d\u8f7d FSD \u7684\u7279\u65af\u62c9\u8f66\u578b\u90fd\u53ef\u4f5c\u4e3a\u8f66\u4e3b\u7684\u751f\u4ea7\u5de5\u5177\uff0c\u8f66\u8f86\u6536\u76ca\u53ef\u6839\u636e\u6bcf\u5e74\u884c\u9a76\u91cc\u7a0b\u8ba1\u7b97\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9\u9884\u8ba1\uff1a\u5728 Robotaxi \u4e1a\u52a1\u5f00\u59cb\u8fd0\u8425\u65f6\uff0c\u5176\u5c06\u5728\u5168\u7403\u62e5\u6709 700 \u4e07\u8f86\u81f3 900 \u4e07\u8f86\u8f66\u3002\u968f\u7740\u8f66\u961f\u89c4\u6a21\u4e0d\u65ad\u6269\u5927\uff0c\u6700\u7ec8\u8fd9\u4e00\u6570\u5b57\u5c06\u53ef\u80fd\u8fbe\u5230\u6570\u5343\u4e07\u8f86\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9\u5ba3\u5e03\u9884\u8ba1\u4e8e 2025 \u5e74\u4e0b\u534a\u5e74\u63a8\u51fa\u4e0b\u4e00\u4ee3\u8f66\u8f7d\u8ba1\u7b97\u5e73\u53f0 AI5\uff0c\u7b97\u529b\u8f83 HW4.0 \u63d0\u5347 10 \u500d\uff0c\u529f\u8017\u63d0\u9ad8 4-5 \u500d\uff0cAI5 \u7684\u7b97\u529b\u6c34\u5e73\u6216\u53ef\u4e0e\u82f1\u4f1f\u8fbe\u65b0\u4e00\u4ee3GPU \u82af\u7247B200 \u76f8\u5f53\uff0c\u8fd9\u610f\u5473\u7740\u7279\u65af\u62c9\u8f66\u4e3b\u4e0d\u4ec5\u53ef\u5171\u4eab\u5176\u8f66\u8f86\u7684 Robotaxi \u670d\u52a1\uff0c\u8fd8\u53ef\u5171\u4eab\u8f66\u7aef\u7b97\u529b\u4ee5\u7528\u4e8e\u8fd0\u884c\u5206\u5e03\u5f0f\u63a8\u7406\u4efb\u52a1\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Robotaxi\u00a0<\/strong>\u89c6\u89d2\u4e0b\u7684\u7279\u65af\u62c9\u6c7d\u8f66\u4e1a\u52a1\u4f30\u503c\u6d4b\u7b97\uff08\u5047\u8bbe\u8f66\u961f\u89c4\u6a21\u4e3a\u00a0100\u00a0<\/strong>\u4e07\u53f0\uff09<\/p>\n\n\n\n

\u636e\u00a0ARK Invest 2024\u00a0\u5e74\u00a06\u00a0\u6708\u53d1\u5e03\u7684\u7279\u65af\u62c9\u7814\u62a5\u9884\u6d4b\uff0c2029\u00a0\u5e74\u7279\u65af\u62c9\u5e02\u503c\u00a08.2\u00a0\u4e07\u4ebf\u7f8e\u5143\uff08\u4e2d\u6027\u9884\u671f\uff09\uff0c\u6536\u5165\u7684\u00a063%\u3001\u606f\u7a0e\u6298\u65e7\u644a\u9500\u524d\u5229\u6da6\u7684\u00a086%\u3001\u4f01\u4e1a\u4ef7\u503c\u7684\u00a088%\u6765\u81ea\u00a0Robotaxi\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

ARK Invest\u00a0<\/strong>\u7279\u65af\u62c9\u4f30\u503c\u9884\u6d4b<\/p>\n\n\n\n

\u4e8c\u3001\u7279\u65af\u62c9\u00a0FSD V12\u00a0\u5e26\u6765\u667a\u80fd\u9a7e\u9a76\u7684\u91cd\u5927\u98de\u8dc3<\/strong><\/p>\n\n\n\n

\u7279\u65af\u62c9 FSDV12<\/strong>\u8f6c\u5411\u7aef\u5230\u7aef\u67b6\u6784\uff0c\u7ed3\u5408\u7279\u65af\u62c9\u5168\u7403\u9886\u5148\u7684\u7d2f\u8ba1\u884c\u9a76\u91cc\u7a0b\uff0c\u6700\u5927\u89c4\u6a21\u667a\u9a7e\u8f66\u961f\uff0c\u4e91\u7aef\u8bad\u7ec3\u7b97\u529b\u9886\u5148\u7b49\u591a\u65b9\u9762\u4f18\u52bf\uff0cFSD <\/strong>\u53ef\u5e26\u6765\u66f4\u9ad8\u667a\u9a7e\u4f53\u9a8c\u4e0a\u9650\uff0c\u7279\u65af\u62c9\u667a\u9a7e\u5168\u7403\u9886\u5148\u4f18\u52bf\u8fdb\u4e00\u6b65\u589e\u5f3a\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9\u62e5\u6709\u5168\u7403\u9886\u5148\u7684\u667a\u9a7e\u8f66\u961f\u4fdd\u6709\u91cf\uff0c\u4f7f\u5f97\u7aef\u5230\u7aef\u667a\u9a7e\u65b9\u6848\u5f97\u4ee5\u5feb\u901f\u8fed\u4ee3\u4f18\u5316\u30022023 \u5e74 8 \u6708\u7279\u65af\u62c9 CEO \u9a6c\u65af\u514b\u76f4\u64ad\u5c55\u793a\u4e86 FSD V12 \u7248,\u9a6c\u65af\u514b\u79f0\u5176\u4e3a\u201c\u7aef\u5230\u7aef\u4eba\u5de5\u667a\u80fd\u201d\uff0c\u91c7\u7528\u201c\u89c6\u89c9\u8f93\u5165\u3001\u63a7\u5236\u8f93\u51fa\u201d\u7684\u65b9\u6cd5\uff0c\u5927\u5e45\u51cf\u5c11\u4ee3\u7801\u91cf\u3002\u57fa\u4e8e\u8be5\u65b9\u6848\uff0cFSD \u88ab\u6295\u5582\u7684\u9ad8\u8d28\u91cf\u6570\u636e\u8d8a\u591a\uff0c\u667a\u9a7e\u884c\u4e3a\u8d8a\u62df\u4eba\u3002\u9a6c\u65af\u514b\u8868\u793a\uff1a\u201c\u8bad\u7ec3 100 \u4e07\u4e2a\u89c6\u9891\u6848\u4f8b\uff0c\u52c9\u5f3a\u53ef\u4ee5\u5de5\u4f5c\uff1b200 \u4e07\u4e2a\u7a0d\u597d\u4e00\u4e9b\uff1b300 \u4e07\u4e2a\u5c31\u4f1a\u611f\u5230 Wow\uff1b\u5230\u4e86 1000 \u4e07\u4e2a\uff0c\u5b83\u7684\u8868\u73b0\u5c31\u53d8\u5f97\u96be\u4ee5\u7f6e\u4fe1\u4e86\u3002\u201d<\/p>\n\n\n\n

\u7279\u65af\u62c9\u8f66\u7aef\u667a\u9a7e\u786c\u4ef6\u7edf\u4e00\uff0c\u4e14\u6210\u672c\u4f18\u52bf\u7a81\u51fa\u3002\u7279\u65af\u62c9 FSD \u8f66\u7aef\u611f\u77e5\u91c7\u7528\u7eaf\u89c6\u89c9\u65b9\u6848\uff0c\u667a\u9a7e SOC \u82af\u7247\u81ea\u7814\u4ee5\u5b9e\u73b0\u9ad8\u5ea6\u5782\u76f4\u6574\u5408\uff0c\u7531\u4e8e\u8f66\u7aef\u667a\u9a7e\u786c\u4ef6\u914d\u7f6e\u7edf\u4e00\uff0c\u5177\u5907\u9ad8\u9636\u667a\u9a7e\u786c\u4ef6\u80fd\u529b\uff08\u642d\u8f7d HW3.0 \u6216 HW4.0\uff09\u7684\u8f66\u8f86\u4fdd\u6709\u91cf\u5168\u7403\u9886\u5148\uff0c\u89c4\u6a21\u6548\u5e94\u53c8\u8fdb\u4e00\u6b65\u964d\u4f4e\u4e86\u667a\u9a7e BOM \u6210\u672c\u3002<\/p>\n\n\n\n

\u72ec\u7acb\u667a\u9a7e\u65b9\u6848\u4f9b\u5e94\u5546 Momenta CEO \u66f9\u65ed\u4e1c\u5728 2024 \u5e74\u4e2d\u7b2c\u5341\u516d\u5c4a\u4e2d\u56fd\u6c7d\u8f66\u84dd\u76ae\u4e66\u8bba\u575b\u4e0a\u8868\u793a\uff1a\u7279\u65af\u62c9FSD \u7684\u4f53\u9a8c\u975e\u5e38\u63a5\u8fd1Waymo \u7684\u6c34\u5e73\uff0c\u4f46\u6210\u672c\u5374\u8fdc\u4f4e\u4e8e\u540e\u8005\u3002Waymo \u91c7\u7528\u4e86\u5927\u91cf\u7684\u6fc0\u5149\u96f7\u8fbe\u548c\u6781\u9ad8\u7684\u7b97\u529b\uff0c\u6210\u672c\u53ef\u80fd\u9ad8\u8fbe 10 \u4e07\u7f8e\u5143\u3002\u800c\u7279\u65af\u62c9 FSD \u5219\u4ec5\u4f7f\u7528\u4e86 8 \u4e2a\u6444\u50cf\u5934\u548c HW3.0 \u82af\u7247\uff0c\u4f20\u611f\u5668\u52a0\u57df\u63a7\u7684\u603b\u6210\u672c\u7ea6\u4e3a 4000 \u5143\u4eba\u6c11\u5e01\u3002<\/p>\n\n\n\n

\u4e91\u7aef\u8bad\u7ec3\u7b97\u529b\u50a8\u5907\u9886\u5148\u3002\u636e\u7279\u65af\u62c9 2024 \u4e00\u5b63\u5ea6\u8d22\u62a5\u4f1a\u8bae\u663e\u793a\uff0c\u5176\u65f6\u7279\u65af\u62c9\u4e91\u7aef\u7b97\u529b\u4e3a 35EFLOPS\uff0c\u7ba1\u7406\u5c42\u8868\u793a 2024 \u5e74\u7279\u65af\u62c9\u5c06\u6295\u5165\u767e\u4ebf\u7f8e\u91d1\u6295\u5165 AI \u8bad\u7ec3\u4e0e\u63a8\u7406\uff0c\u5230 2024 \u5e74\u5e95\uff0cAI \u8bad\u7ec3\u80fd\u529b\u5c06\u63d0\u5347\u81f3 90-100EFLOPS\u30022024 \u5e74 8 \u6708 4 \u65e5\u9a6c\u65af\u514b\u516c\u5e03\u5176\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde\u7684\u8d85\u7b97\u96c6\u7fa4\u547d\u540d\u4e3a Cortex\uff08\u5927\u8111\u76ae\u5c42\uff09\uff0c\u8be5\u96c6\u7fa4\u53ef\u5bb9\u7eb3 10 \u4e07\u5f20\u82f1\u4f1f\u8fbe H100\/H200\uff0c\u4e13\u95e8\u7528\u6765\u8bad\u7ec3\u7279\u65af\u62c9\u7684 FSD \u548c\u4eba\u5f62\u673a\u5668\u4eba Optimus\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u7279\u65af\u62c9\u667a\u80fd\u9a7e\u9a76\u786c\u4ef6\u3001\u7b97\u6cd5\u3001\u4f53\u9a8c\u6f14\u8fdb\u5386\u7a0b<\/p>\n\n\n\n

FSD12.5 <\/strong>\u7248\u5df2\u53d1\u5e03\uff0c\u667a\u9a7e\u4f53\u9a8c\u63d0\u5347\u5927\u3002<\/p>\n\n\n\n

\u636e Tesla FSD Tracker \u7684\u6570\u636e\uff0c\u57fa\u4e8e\u8d85\u8fc7 2000 \u82f1\u91cc\u7684\u8bb0\u5f55\u663e\u793a\uff1aFSD12.5.x \u7248\u672c\u7684\u6574\u4f53\u201c\u7d27\u6025\u8131\u79bb\u201d\u95f4\u9694\u91cc\u7a0b\u6570\u8fbe\u5230 320\u82f1\u91cc\uff08FSD12.3.x \u4e3a 191 \u82f1\u91cc\uff09\uff0c\u57ce\u5e02\u5185\u201c\u7d27\u6025\u8131\u79bb\u201d\u95f4\u9694\u91cc\u7a0b\u6570\u4e3a 225 \u82f1\u91cc\uff08FSD12.3.x \u7248\u672c\u4e3a 126 \u82f1\u91cc\uff09\u3002\u6839\u636e\u8fd1\u671f Tesla AI \u5b98\u65b9\u8d26\u53f7\u4fe1\u606f\u663e\u793a\uff0c2024 \u5e74 10 \u6708\u63a8\u51fa FSD V13\uff0c\u5fc5\u8981\u5e72\u9884\u95f4\u9694\u91cc\u7a0b\u5c06\u63d0\u9ad8\u7ea6 6 \u500d\u3002<\/p>\n\n\n\n

\u636e\u7279\u65af\u62c9\u53d1\u5e03\u7684 2024 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u884c\u8f66\u5b89\u5168\u62a5\u544a\uff0c\u5728 2024 \u7b2c\u4e8c\u5b63\u5ea6\u7279\u65af\u62c9Autopilot \u81ea\u52a8\u8f85\u52a9\u9a7e\u9a76\u529f\u80fd\u8ba9\u884c\u8f66\u5b89\u5168\u6027\u8fbe\u5230\u4e86\u666e\u901a\u9a7e\u9a76\u7684 10.3 \u500d\uff08\u5728\u7f8e\u56fd\u6b63\u5e38\u9a7e\u9a76\u60c5\u51b5\u4e0b\/\u5f00\u542fAutopilot \u81ea\u52a8\u8f85\u52a9\u9a7e\u9a76\u529f\u80fd\u7684\u7279\u65af\u62c9\u8f66\u8f86\u53d1\u751f 1 \u8d77\u4ea4\u901a\u4e8b\u6545\u7684\u91cc\u7a0b\u6570\u5206\u522b\u4e3a 67 \u4e07\u82f1\u91cc\/688 \u4e07\u82f1\u91cc\uff09\u3002<\/p>\n\n\n\n

\u4e09\u3001\u7279\u65af\u62c9\u00a0FSD\u00a0\u5165\u534e\u5f71\u54cd\u524d\u77bb<\/strong><\/p>\n\n\n\n

\u6839\u636e\u8fd1\u671f Tesla AI \u5b98\u65b9\u8d26\u53f7\u4fe1\u606f\u663e\u793a\uff0cFSD \u5c06\u4e8e2025 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5728\u6b27\u6d32\u548c\u4e2d\u56fd\u63a8\u51fa FSD\uff08\u4f46<\/strong>\u9700\u7b49\u5f85\u76d1\u7ba1\u90e8\u95e8\u6279\u51c6\uff09\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9 FSD \u8f6c\u5411\u7aef\u5230\u7aef\u67b6\u6784\u4ee5\u540e\u6cdb\u5316\u80fd\u529b\uff08\u591a\u573a\u666f\u3001\u591a\u5730\u57df\uff09\u589e\u5f3a\uff0c\u4ea4\u4e92\u66f4\u7075\u6d3b\uff0c\u9a7e\u9a76\u66f4\u62df\u4eba\u3002\u57fa\u4e8e\u7ea6\u767e\u4e07\u8f86\u7ea7\u4e2d\u56fd\u7279\u65af<\/p>\n\n\n\n

\u62c9\u8f66\u4e3b\uff0cFSD \u5165\u534e\u540e\u6709\u80fd\u529b\u5728\u8f83\u77ed\u65f6\u95f4\u5185\u8fbe\u5230\u672c\u571f\u9886\u5148\u7684\u7d2f\u79ef\u91cc\u7a0b\uff0c\u4ece\u800c\u4f7f\u5f97FSD \u5728\u534e\u667a\u9a7e\u4f53\u9a8c\u53ef\u80fd\u4e8e\u8f83\u77ed\u65f6\u95f4\u5185\u8fbe\u5230\u8f83\u4e3a\u7406\u60f3\u7684\u6548\u679c\uff0c\u4ece\u800c\u63d0\u9ad8\u6c11\u4f17\u5bf9\u9ad8\u9636\u667a\u9a7e\u7684\u8ba4\u77e5\u548c\u4fe1\u5fc3\uff0c\u6fc0\u53d1\u6574\u4e2a\u667a\u9a7e\u884c\u4e1a\u7684\u53d1\u5c55\uff0c\u540c\u65f6\u6709\u5229\u4e8e\u63a2\u7d22\u667a\u9a7e\u5305\u5408\u7406\u5b9a\u4ef7\u8fb9\u754c\uff0c\u63d0\u632f\u9ad8\u9636\u667a\u9a7e\u7684\u5546\u4e1a\u53d8\u73b0\u8fdb\u5ea6\u3002\u603b\u4f53\u800c\u8a00\uff0c\u6211\u4eec\u8ba4\u4e3a FSD \u5165\u534e\u4f1a\u8d77\u5230\u591a\u65b9\u5171\u8d62\u7684\u7ed3\u679c\u3002<\/p>\n\n\n\n

1<\/strong>\uff09\u63d0\u632f\u8f66\u4e3b\u5bf9\u9ad8\u9636\u667a\u9a7e\u7684\u8ba4\u77e5\u548c\u4fe1\u5fc3\uff0c\u63a2\u7d22\u667a\u9a7e\u5305\u5408\u7406\u5b9a\u4ef7\u8fb9\u754c\uff0c\u57f9\u517b\u7528\u6237\u5bf9\u667a\u9a7e\u670d\u52a1\u4ed8\u8d39\u7684\u4e60\u60ef<\/p>\n\n\n\n

\u5f53\u524d\u672c\u571f\u8f66\u4f01\u591a\u628a\u9ad8\u9636\u667a\u9a7e\u4f5c\u4e3a\u4e00\u79cd\u9ad8\u7aef\u914d\u7f6e\u63d0\u4f9b\u7ed9\u6d88\u8d39\u8005\u3002\u6536\u8d39\u65b9\u9762\uff0c\u4e00\u79cd\u6a21\u5f0f\u662f\u4e0e\u5176\u5b83\u914d\u7f6e\u6253\u5305\u5728\u786c\u4ef6\u4ef7\u683c\u5185\uff0c\u6bd4\u5982\u7406<\/p>\n\n\n\n

\u60f3\u6c7d\u8f66\uff0c\u4e00\u79cd\u662f\u5355\u72ec\u8fdb\u884c\u667a\u9a7e\u5305\u6536\u8d39\uff0c\u4f46\u5f53\u524d\u7edd\u5927\u591a\u6570\u57ce\u5e02\u9886\u822a\u667a\u9a7e\u4f53\u9a8c\u53c2\u5dee\u4e0d\u9f50\uff0c\u65e0\u56fe\u9ad8\u9636\u667a\u9a7e\u4e0a\u8f66\u65f6\u95f4\u4e0d\u957f\uff0c\u7528\u6237\u4ed8\u8d39<\/p>\n\n\n\n

\u610f\u613f\u4e0d\u9ad8\uff0c\u4ece\u5404\u54c1\u724c\u7684\u667a\u9a7e\u7248\u5b9a\u4ef7\/\u8f6f\u4ef6\u5305\u5b9a\u4ef7\u770b\uff0c\u5c1a\u672a\u63a2\u7d22\u51fa\u667a\u80fd\u9a7e\u9a76\u8f6f\u4ef6\u5305\u7684\u5408\u7406\u4ef7\u683c\u3002\u82e5 FSD \u5165\u534e\u540e\u7ed9\u4e88\u4fdd\u6709\u8f66\u4e3b\u514d<\/p>\n\n\n\n

\u8d39\u4f7f\u7528\u4e00\u6bb5\u65f6\u95f4\uff0c\u5f85\u672c\u571f\u5316\u8fbe\u5230\u7406\u60f3\u6548\u679c\u540e\u518d\u5f00\u542f\u6536\u8d39\uff0c\u6216\u53ef\u63a2\u7d22\u51fa\u5408\u7406\u7684\u667a\u9a7e\u5305\u5b9a\u4ef7\u6c34\u5e73\u3002<\/p>\n\n\n\n

\u5177\u5907\u9ad8\u9636\u667a\u9a7e\u786c\u4ef6\u57fa\u7840\u7684\u7279\u65af\u62c9\u8f66\u8f86\u4fdd\u6709\u91cf\u9886\u5148\u4e8e\u5176\u5b83\u672c\u571f\u6574\u8f66\u54c1\u724c\uff0c\u4e00\u65e6\u8fd9\u4e9b\u8f66\u8f86\u91ca\u653e FSD \u9ad8\u9636\u667a\u9a7e\u529f\u80fd\uff0c\u53ef\u8ba9\u66f4\u591a\u8f66<\/p>\n\n\n\n

\u4e3b\u4f53\u9a8c\u5230\u9ad8\u9636\u667a\u9a7e\uff0c\u4ece\u800c\u63d0\u632f\u5e7f\u5927\u6c11\u4f17\u5bf9\u9ad8\u9636\u667a\u9a7e\u7684\u8ba4\u77e5\u548c\u4fe1\u5fc3\uff0c\u5f53\u9ad8\u9636\u667a\u9a7e\u4f53\u9a8c\u8fed\u4ee3\u5230\u4e00\u5b9a\u7a0b\u5ea6\uff0c\u5c06\u6210\u4e3a\u5f71\u54cd\u6d88\u8d39\u8005\u8d2d\u8f66<\/p>\n\n\n\n

\u884c\u4e3a\u7684\u91cd\u8981\u56e0\u7d20\uff0c\u4ece\u800c\u63d0\u632f\u8f66\u5e02\u6d88\u8d39\uff0c\u5c24\u5176\u53ef\u80fd\u5927\u5e45\u63d0\u632f\u8f66\u8f86\u7f6e\u6362\u9700\u6c42\u3002<\/p>\n\n\n\n

2<\/strong>\uff09\u5012\u903c\u672c\u571f\u8f66\u4f01\u5c06\u6c7d\u8f66\u667a\u9a7e\u4ece\u786c\u4ef6\u5806\u6599+<\/strong>\u5de5\u7a0b\u5e08\u4eba\u6d77\u6218\u672f\u8d70\u5411\u6570\u636e\u9a71\u52a8\u6a21\u5f0f\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9\u7684\u667a\u9a7e\u6280\u672f\u65b9\u6848\u6216\u5df2\u6536\u655b\uff0c\u8f66\u7aef\u786c\u4ef6\u65b9\u9762\uff0c\u7eaf\u89c6\u89c9\u4f20\u611f\u5668+\u4e0d\u65ad\u8fed\u4ee3\u81ea\u7814\u667a\u9a7e SOC \u82af\u7247\uff0c\u4e91\u7aef\u7b97\u529b\u505a\u52a0\u6cd5\uff0c\u667a\u9a7e\u7b97\u6cd5\u67b6\u6784\u8d70\u5411\u7aef\u5230\u7aef\uff0c\u968f\u7740 FSD \u7d2f\u79ef\u91cc\u7a0b\u589e\u52a0\uff0c\u667a\u9a7e\u4f53\u9a8c\u6709\u671b\u5728\u4e09\u5e74\u5185\u8d85\u8d8a\u8c37\u6b4c\u65d7\u4e0b\u65e0\u4eba\u9a7e\u9a76\u8f66Waymo\uff08\u53c2\u8003\u5c0f\u9e4f\u6c7d\u8f66 CEO\u53ca Momenta \u521b\u59cb\u4eba\u66f9\u65ed\u4e1c\u89c2\u70b9\uff09\uff0c\u800c\u4e14Waymo \u7684\u8fd0\u8425\u8303\u56f4\u53d7\u9650+\u5355\u8f66\u667a\u9a7e\u6210\u672c\u9ad8\uff0cFSD \u5165\u534e\u5c06\u9a71\u52a8\u672c\u571f\u9ad8\u9636\u667a\u9a7e\u65b9\u6848\u8d70\u5411\u8f66\u7aef\u786c\u4ef6\u6210\u672c\u66f4\u4f4e+\u667a\u9a7e\u5de5\u7a0b\u5e08\u89c4\u6a21\u51cf\u5c11\u7684\u6570\u636e\u9a71\u52a8\u9636\u6bb5\u3002<\/p>\n\n\n\n

\u8bad\u7ec3\u7b97\u529b+\u9ad8\u8d28\u91cf\u8bad\u7ec3\u6570\u636e\u5c06\u6210\u667a\u9a7e\u62a4\u57ce\u6cb3\uff0c\u8f6f\u786c\u4e00\u4f53\u667a\u80fd\u8f66\u89e3\u51b3\u65b9\u6848\u5546\u53ca\u90e8\u5206\u4e3b\u673a\u5382\u5c06\u6210\u667a\u9a7e\u4ea7\u4e1a\u94fe\u6700\u5927\u53d7\u76ca\u8005\uff0c\u4ece\u800c\u5f62\u6210\u5934\u90e8\u96c6\u4e2d\u3001\u5f3a\u8005\u6108\u5f3a\u7684\u7ade\u4e89\u683c\u5c40\u3002<\/p>\n\n\n\n

\u56db\u3001\u9ad8\u9636\u667a\u9a7e\u8d70\u5411\u7aef\u5230\u7aef\uff0c\u6570\u636e\u9a71\u52a8\u53d6\u4ee3\u4eba\u6d77\u6218\u672f<\/p>\n\n\n\n

\u6211\u56fd\u667a\u9a7e\u53d1\u5c55\u9636\u6bb5\u5df2\u4ece\u786c\u4ef6\u5806\u6599\u7684 1.0 <\/strong>\u9636\u6bb5\uff0c\u8fc8\u8fc7\u4eba\u6d77\u6218\u672f\u7684 2.0 <\/strong>\u9636\u6bb5\uff0c\u8fdb\u5165\u5230\u6570\u636e\u9a71\u52a8\u7684 3.0 <\/strong>\u9636\u6bb5\u3002\u81ea\u7279\u65af\u62c9 FSD12 \u63a8\u51fa\u540e\uff0c\u6211\u56fd\u667a\u9a7e\u81ea\u7814\u8f66\u4f01\u53ca\u672c\u571f\u9886\u5148\u7684\u667a\u9a7e\u65b9\u6848\u5546\u5747\u5df2\u8f6c\u5411\u7aef\u5230\u7aef\u65b9\u5411\uff0c\u4ece\u4f20\u7edf\u7684\u5206\u591a\u4e2a\u6a21\u5757\uff0c\u4eba\u4e3a\u5b9a\u4e49\u63a5\u53e3\u7684\u4eba\u5de5\u89c4\u5219\u65f6\u4ee3\u8fc8\u5165\u6570\u636e\u9a71\u52a8\u65f6\u4ee3\uff0c\u667a\u9a7e\u7cfb\u7edf\u53ef\u81ea\u6211\u5b66\u4e60\u5e76\u8fed\u4ee3\uff0c\u76f8\u5f53\u4e8e\u7528 AI \u6280\u672f\u5851\u9020\u4e86\u4e00\u4e2a\u7c7b\u4eba\u7684\u795e\u7ecf\u7f51\u7edc\u5927\u8111\u3002<\/p>\n\n\n\n

\u5f53\u524d\u534e\u4e3a\u3001\u5c0f\u9e4f\u7b49\u9886\u5148\u4f01\u4e1a\u5df2\u5b9e\u73b0\u5206\u6bb5\u5f0f\u7aef\u5230\u7aef\u67b6\u6784\u91cf\u4ea7\u4e0a\u8f66\u3002\u8f66\u7aef\u91cf\u4ea7\u529f\u80fd\u4f53\u9a8c\u4e0a\uff0c2024 \u5e74\u5e95\u667a\u9a7e\u9886\u5148\u4f01\u4e1a\u5904\u4e8e\u8f66\u4f4d\u5230\u8f66\u4f4d\u7684\u5168\u56fd\u65e0\u56fe\u57ce\u5e02\u9886\u822a\u9636\u6bb5\uff0c\u622a\u81f3 2024 \u5e74 9 \u6708 10 \u65e5\u534e\u4e3aADS 3.0 \u662f\u56fd\u5185\u5c11\u6709\u7684\u53ef\u5b9e\u73b0\u8f66\u4f4d\u5230\u8f66\u4f4d\u65e0\u56fe\u57ce\u5e02\u9886\u822a\u529f\u80fd\u7684\u667a\u9a7e\u7cfb\u7edf\u3002<\/p>\n\n\n\n

\u9ad8\u8d28\u91cf\u6570\u636e+<\/strong>\u8bad\u7ec3\u7b97\u529b\u6210\u5173\u952e\u58c1\u5792\u3002\u8fc8\u5165\u6570\u636e\u9a71\u52a8\u9636\u6bb5\u540e\uff0c\u642d\u8f7d\u9ad8\u9636\u667a\u9a7e\u786c\u4ef6\u7684\u8f66\u8f86\u4fdd\u6709\u91cf\u89c4\u6a21\u8f83\u4e3a\u5173\u952e\uff0c\u56e0\u6b64\u667a\u9a7e\u7248\u8f66\u578b\u7684\u89c4\u6a21\u5316\u4e0a\u91cf\u662f\u5f53\u52a1\u4e4b\u6025\uff0c\u667a\u9a7e\u786c\u4ef6\u964d\u672c\u662f\u63d0\u9ad8\u667a\u9a7e\u7248\u8f66\u578b\u8f66\u961f\u89c4\u6a21\u7684\u91cd\u8981\u9014\u5f84\u4e4b\u4e00\uff0c\u5c0f\u9e4f\u53bb\u6fc0\u5149\u96f7\u8fbe\u7684\u9ad8\u9636\u667a\u9a7e\u5df2\u4e0b\u6c89\u81f315 \u4e07\u7ea7\u8f66\u578b\uff0c\u636e 2024 \u5e74 9 \u6708\u8d5b\u529b\u65af\u5218\u5b97\u6210\u5728\u6cf0\u8fbe\u6c7d\u8f66\u8bba\u575b\u6f14\u8bb2\uff0c\u4ed6\u9884\u6d4b\u5230 2027 \u5e74\uff0c\u6574\u8f66\u667a\u9a7e\u7cfb\u7edf\u5728\u6574\u8f66\u6210\u672c\u4e2d\u7684\u5360\u6bd4\u5c06\u7531\u73b0\u5728\u7ea6 10%\u5de6\u53f3\u5feb\u901f\u4e0b\u964d\u5230 5%\u4ee5\u4e0b\u3002\u5730\u5e73\u7ebf CEO \u4f59\u51ef\u8ba4\u4e3a\uff0c\u672a\u6765 3-5 \u5e74\uff0c\u5168\u573a\u666f\u667a\u80fd\u9a7e\u9a76\u5c06\u642d\u8f7d\u81f3\u5341\u51e0\u4e07\u5143\u8f66\u578b\uff0c\u751a\u81f3\u80fd\u591f\u6210\u4e3a\u6807\u914d\u3002<\/p>\n\n\n\n

4.1\u00a0\u667a\u9a7e\u7b97\u6cd5\u8fc8\u5165\u7aef\u5230\u7aef\u7684\u9a71\u52a8\u529b\u548c\u5fc5\u8981\u6027<\/strong><\/p>\n\n\n\n

\u590d\u76d8\u672c\u571f\u667a\u9a7e\u6f14\u8fdb\u8282\u594f\uff0c\u672c\u571f\u65b0\u52bf\u529b\u8f66\u4f01\u5c0f\u9e4f\/\u7406\u60f3\/\u851a\u6765\u5206\u522b\u4ece\u5c0f\u9e4f P7\/\u7406\u60f3 L9\/\u851a\u6765ET7 \u5f00\u542f\u9ad8\u9636\u667a\u9a7e\u81ea\u7814\u3002<\/p>\n\n\n\n

2023 \u5e74\u4e4b\u524d\uff0c\u667a\u9a7e\u53d1\u5c55\u5904\u4e8e\u8f66\u7aef\u667a\u9a7e\u8f6f\u786c\u4ef6\u6253\u57fa\u7840\u9636\u6bb5\uff1a\u5c0f\u9e4f\u4ece P7 \u642d\u8f7d\u7684 XPILOT 3.0 \u5f00\u59cb\uff0c\u5176\u81ea\u52a8\u9a7e\u9a76\u8ba1\u7b97\u5e73\u53f0\u7531Mobileye \u8f6c\u5411\u82f1\u4f1f\u8fbe Xavier\uff0c\u5c0f\u9e4f\u5728 2021 \u5e74 1 \u6708\u63a8\u51fa\u57fa\u4e8e\u82f1\u4f1f\u8fbe Xavier \u5e73\u53f0\u7684\u9ad8\u901f\u573a\u666f NGP \u529f\u80fd\uff0c\u662f\u56fd\u5185\u6700\u65e9\u5b9e\u73b0\u81ea\u52a8\u9a7e\u9a76\u5168\u6808\u81ea\u7814\u5e76\u91cf\u4ea7\u7684\u8f66\u4f01\u3002\u7406\u60f3\u5728 2020 \u5e74\u5e95\u505c\u6b62\u4e86\u548c Mobileye \u7684\u5408\u4f5c\uff0c2022 \u5e74 6 \u6708\u63a8\u51fa\u7684 L9 \u9996\u6b21\u642d\u8f7d\u82f1\u4f1f\u8fbe Orin \u652f\u6301\u9ad8\u9636\u667a\u9a7e\u529f\u80fd\uff0c\u851a\u6765 2022 \u5e74\u63a8\u51fa\u7684 NT2.0 \u5e73\u53f0\uff0c\u5c06Mobileye EyeQ4 \u5207\u6362\u4e3a\u82f1\u4f1f\u8fbe Orin \u82af\u7247\uff0c\u851a\u6765\u8f66\u7aef\u7b97\u529b\u8f83\u9ad8\uff0c\u5355\u8f66\u4f7f\u7528 4 \u7247 Orin \u82af\u7247\u603b\u7b97\u529b\u8fbe 1016TOPS\u3002\u8fd9\u4e00\u9636\u6bb5\u4ee5\u65b0\u52bf\u529b\u4e3a\u4ee3\u8868\u7684\u8f66\u4f01\u4e3b\u8981\u662f\u5904\u4e8e\u5411\u5e02\u573a\u63a8\u51fa\u652f\u6301\u9ad8\u9636\u667a\u9a7e\u672a\u6765 OTA \u7684\u65b0\u8f66\u578b\u9636\u6bb5\u3002<\/p>\n\n\n\n

2023 \u5e74\u8d77\u8fc8\u5165\u65e0\u56fe\u57ce\u5e02\u9886\u822a\u9636\u6bb5\uff0c\u5f00\u57ce\u6570\u91cf\u6210\u4e3a\u6bd4\u62fc\u76ee\u6807\u30022024 \u5e74\u8d77\u8fc8\u5165\u5168\u65b0\u9636\u6bb5\uff0c\u529f\u80fd\u4e0a\u5f00\u542f\u8f66\u4f4d\u5230\u8f66\u4f4d\u667a\u80fd\u9a7e\u9a76\u843d\u5730\u9636\u6bb5\uff0c\u7b97\u6cd5\u4e0a\u4ece\u4eba\u5de5\u89c4\u5219\u65f6\u4ee3\u8fc8\u5165\u7aef\u5230\u7aef\u7684 AI \u65f6\u4ee3\uff0c\u89c4\u5219\u65f6\u4ee3\u7ecf\u5386\u4e86\u4f9d\u8d56\u9ad8\u7cbe\u5730\u56fe\u548c\u53bb\uff08\u8f7b\uff09\u9ad8\u7cbe\u5730\u56fe\u4e24\u4e2a\u9636\u6bb5\uff0c\u7aef\u5230\u7aef\u4e5f\u5c06\u7ecf\u5386\u591a\u4e2a\u9636\u6bb5\u6700\u7ec8\u8fc8\u5165 One model \u9636\u6bb5\u3002<\/p>\n\n\n\n

\u65e9\u5728 2016 \u5e74\u82f1\u4f1f\u8fbe\u5c31\u63d0\u51fa\u91c7\u7528\u5355\u4e2a\u795e\u7ecf\u7f51\u7edc\u6765\u5b9e\u73b0\u7aef\u5230\u7aef\u81ea\u52a8\u9a7e\u9a76\uff0c\u8f93\u5165\u539f\u59cb\u7684\u4f20\u611f\u5668\u4fe1\u606f\uff0c\u8f93\u51fa\u65b9\u5411\u76d8\u89d2\u5ea6\u53ca\u6cb9\u95e8\u5f00\u5ea6\u3002<\/p>\n\n\n\n

\u4f46\u7531\u4e8e\u79cd\u79cd\u539f\u56e0\u672a\u80fd\u6210\u529f\u91cf\u4ea7\uff0c\u968f\u7740 Transformer \u7f51\u7edc\u67b6\u6784\u548c\u8f66\u7aef\u7b97\u529b\u63d0\u5347\uff0cOne Model \u7aef\u5230\u7aef\u65b9\u6848\u91cd\u65b0\u767b\u573a\uff0c\u8bad\u7ec3\u8fc7\u7a0b\u80fd\u8986\u76d6\u7684\u6570\u636e\u8303\u56f4\u66f4\u5e7f\uff0c\u6cdb\u5316\u6548\u679c\u66f4\u597d\uff0c\u667a\u9a7e\u4f53\u9a8c\u4e0a\u9650\u66f4\u9ad8\u3002<\/p>\n\n\n\n

\u7279\u65af\u62c9\u5f15\u9886\u7aef\u5230\u7aef\uff1a\u7279\u65af\u62c9 FSD \u6700\u65b0\u7248\u5df2\u5207\u6362\u81f3\u7aef\u5230\u7aef\u65b9\u6848\uff0c\u5728\u7279\u65af\u62c9 FSD V12 \u7248\u672c\u4e0a\u8f66\u540e\uff0c\u56fd\u5185\u667a\u9a7e\u65b9\u6848\u8fed\u4ee3\u901f\u5ea6\u660e\u663e\u52a0\u5feb\uff0c\u534e\u4e3a\u5f15\u9886\uff0c\u5176\u7aef\u5230\u7aef\u67b6\u6784\u7684 ADS 3.0 \u5df2\u5728\u4eab\u754c S9 \u4e0a\u5e02\uff0c\u53ef\u5b9e\u73b0\u70b9\u5230\u70b9\u65e0\u56fe\u57ce\u5e02\u9886\u822a\u3002\u5728 2024 \u5e74 7 \u6708\u4e16\u754c\u4eba\u5de5\u667a\u80fd\u5927\u4f1a\uff0c\u5927\u5353\u667a\u80fd\u8c37\u4fca\u4e3d\uff08\u66fe\u4efb\u804c\u4e8e\u7279\u65af\u62c9\u3001\u5c0f\u9e4f\u6c7d\u8f66\uff09\u8ba4\u4e3a\uff0c\u53c2\u8003\u56fd\u5185\u4f01\u4e1a\u8ffd\u8d76\u7279\u65af\u62c9BEV\/OCC \u7684\u8fdb\u5ea6\uff0c\u7279\u65af\u62c9\u7814\u53d1\u8fdb\u5ea6\u9886\u5148\u56fd\u5185\u5927\u6982\u5728 1.5-2 \u5e74\uff0c\u9884\u8ba1\u56fd\u5185 2025 \u5e74\u5bc6\u96c6\u4e0a\u8f66\u6a21\u5757\u5316\u7aef\u5230\u7aef\uff0c2026-2027 \u5e74\u4e0a\u8f66 One model \u7aef\u5230\u7aef\u3002<\/p>\n\n\n\n

\u8fdb\u5165\u57ce\u533a\u9886\u822a\u9636\u6bb5\uff0c\u89c4\u5219\u6a21\u5f0f\u96be\u4ee5\u4e3a\u7ee7\uff1a\u667a\u9a7e\u8fdb\u5165\u57ce\u533a\u5e94\u7528\u573a\u666f\u540e\uff0c\u7cfb\u7edf\u8ba1\u7b97\u590d\u6742\u5ea6\u5448\u6307\u6570\u7ea7\u4e0a\u5347\uff0c\u7528\u4eba\u5de5\u89c4\u5219\u5904\u7406\u957f\u5c3e\u573a\u666f\u7684\u6210\u672c\u8d8a\u6765\u8d8a\u9ad8\uff0c\u7aef\u5230\u7aef\u65b9\u6848\u573a\u666f\u6cdb\u5316\u6027\u66f4\u5f3a\uff0c\u53ef\u66f4\u9ad8\u6548\u5904\u7406\u957f\u5c3e\u573a\u666f\u3002<\/p>\n\n\n\n

4.2\u00a0\u4f20\u7edf\u667a\u80fd\u9a7e\u9a76\u65b9\u6848\u548c\u7aef\u5230\u7aef\u65b9\u6848\u7684\u4f18\u52a3\u5bf9\u6bd4<\/strong>
<\/p>\n\n\n\n

\u57fa\u4e8e\u4eba\u5de5\u89c4\u5219\u7684\u667a\u9a7e\u65b9\u6848\u6cdb\u5316\u6027\u5dee\uff0c\u65e0\u6cd5\u9002\u5e94\u201c\u54ea\u91cc\u90fd\u80fd\u5f00\u201d\u7684\u667a\u9a7e\u8bc9\u6c42\u3002<\/p>\n\n\n\n

\u89c4\u5219\u65f6\u4ee3\u5206\u4e3a\u4e24\u4e2a\u53d1\u5c55\u9636\u6bb5\uff0c\u5206\u522b\u662f\u6709\u9ad8\u7cbe\u5730\u56fe\u548c\u65e0\uff08\u8f7b\uff09\u9ad8\u7cbe\u5730\u56fe\u4e24\u4e2a\u9636\u6bb5\uff0c\u6709\u9ad8\u7cbe\u5730\u56fe\u9636\u6bb5\uff0c\u5728\u5c40\u90e8\u9053\u8def\u53ef\u505a\u5230\u5f88\u597d\u7684\u667a\u9a7e\u6548\u679c\uff0c\u76f8\u5f53\u4e8e\u5728\u4e0a\u5e1d\u89c6\u89d2\u4e0b\u5f00\u8f66\uff0c\u4f46\u53ef\u5f00\u533a\u57df\u53d7\u9650\uff0c\u9700\u8981\u5927\u91cf\u4eba\u5de5\u89c4\u5219\u535a\u5f08\u3002\u8fc8\u5165\u65e0\u9ad8\u6e05\u5730\u56fe\u9636\u6bb5\u540e\uff0c\u590d\u6742\u5ea6\u76f8\u8f83\u4f9d\u8d56\u9ad8\u7cbe\u5730\u56fe\u9636\u6bb5\u5927\u5927\u63d0\u9ad8\uff0c\u53ef\u5f00\u533a\u57df\u4e5f\u4f1a\u589e\u52a0\u5f88\u591a\uff0c\u4f46\u9700\u8981\u5927\u91cf\u4eba\u5de5\u89c4\u5219\uff0c\u4e14\u89c4\u5219\u4e4b\u95f4\u4ea7\u751f\u5927\u91cf\u535a\u5f08\uff08\u5199\u5165\u65b0\u89c4\u5219\u4f1a\u5f71\u54cd\u5df2\u5b58\u5728\u7684\u65e7\u89c4\u5219\uff09\uff0c\u9010\u6b65\u9677\u5165\u4eba\u6d77\u6218\u672f\uff0c\u5bfc\u81f4\u667a\u9a7e\u4f53\u9a8c\u5411\u4e0a\u63d0\u5347\u56f0\u96be\u5927\u3002\u603b\u4f53\u800c\u8a00\u89c4\u5219\u65f6\u4ee3\u7b97\u6cd5\u5206\u4e3a\u591a\u4e2a\u6a21\u5757\uff0c\u5404\u6a21\u5757\u72ec\u7acb\u5f00\u53d1\u66f4\u5bb9\u6613\uff0c\u51fa\u73b0\u95ee\u9898\u540e\u8ffd\u6eaf\u66f4\u7b80\u5355\u5feb\u901f\u3002\u7528\u6237\u4f53\u9a8c\u4e0a\uff0c\u5728\u5c40\u90e8\u533a\u57df\u4f1a\u6709\u8f83\u597d\u4f53\u9a8c\uff0c\u5373\u667a\u9a7e\u4f53\u9a8c\u4e0b\u9650\u8f83\u9ad8\uff0c\u4f46\u5404\u6a21\u5757\u4e4b\u95f4\u5b58\u5728\u4fe1\u606f\u635f\u5931\u548c\u7ea7\u8054\u8bef\u5dee\uff0c\u968f\u7740\u667a\u9a7e\u8303\u56f4\u6269\u5927\uff0c\u667a\u9a7e\u8fed\u4ee3\u9677\u5165\u4eba\u6d77\u6218\u672f\u7684\u540c\u65f6\u4f53\u9a8c\u63d0\u5347\u6e10\u5c0f\u3002<\/p>\n\n\n\n

\u7aef\u5230\u7aef\u65b9\u6848\u5b9e\u73b0\u6570\u636e\u9a71\u52a8\uff0c\u573a\u666f\u6cdb\u5316\u6027\u5f3a\u3001\u667a\u9a7e\u4f53\u9a8c\u4e0a\u9650\u9ad8\u3002<\/p>\n\n\n\n

\u8fc8\u5165\u7aef\u5230\u7aef\u65f6\u4ee3\u540e\uff0c\u5927\u91cf\u4eba\u5de5\u89c4\u5219\u88ab\u795e\u7ecf\u7f51\u7edc\u53d6\u4ee3\uff0c\u4fe1\u53f7\u8f93\u5165\u5230\u8f68\u8ff9\/\u63a7\u5236\u8f93\u51fa\u91c7\u7528\u540c\u4e00\u4e2a\u6df1\u5ea6\u5b66\u4e60\u6a21\u578b\uff0c\u8f66\u7aef\u611f\u77e5\u4fe1\u606f\u65e0\u635f\u4f20\u9012\uff0c\u667a\u9a7e\u65b9\u6848\u5168\u5c40\u4f18\u5316\uff0c\u8f66\u4f01\u7684\u6570\u636e\u8d28\u91cf\u53ca\u89c4\u6a21\u3001\u8bad\u7ec3\u7b97\u529b\u6210\u667a\u9a7e\u7814\u53d1\u58c1\u5792\uff0c\u7f3a\u70b9\u662f\u667a\u9a7e\u4f53\u9a8c\u4e0b\u9650\u4e0d\u9ad8\uff0c\u89c4\u5219\u65f6\u4ee3\u901a\u8fc7\u4eba\u5de5\u4ee3\u7801\u5bb9\u6613\u5b9e\u73b0\u7684\u80fd\u529b\u53ef\u80fd\u53cd\u800c\u9700\u8981\u5927\u91cf\u8bad\u7ec3\uff0c\u4e5f\u5c31\u662f\u667a\u9a7e\u4f53\u9a8c\u4e0b\u9650\u4e0d\u7a33\u5b9a\uff0c\u968f\u7740\u8bad\u7ec3\u65f6\u957f\u548c\u91cc\u7a0b\u7684\u589e\u52a0\uff0c\u7aef\u5230\u7aef\u4f1a\u53d6\u5f97\u66f4\u9ad8\u4e0a\u9650\uff0c\u5904\u7406\u957f\u5c3e\u573a\u666f\u6548\u7387\u9ad8\uff0c\u9a7e\u9a76\u884c\u4e3a\u66f4\u62df\u4eba\u3002\u5c0f\u9e4f\u6c7d\u8f66 CEO \u4f55\u5c0f\u9e4f\u8868\u793a\uff1a\u575a\u4fe1\u7aef\u5230\u7aef+\u5927\u6a21\u578b\u7684\u7ec4\u5408\uff0c\u53ef\u4ee5\u89e3\u51b3 L2\u81f3 L4 \u7684\u8f6f\u4ef6\u67b6\u6784\uff0c\u4f46\u9700\u8981\u66f4\u5927\u7b97\u529b\u548c\u76f8\u5173\u786c\u4ef6\u7684\u914d\u5408\uff08\u5982 L4 \u9700\u8981\u66f4\u591a\u786c\u4ef6\u5197\u4f59\uff09\u3002\u7aef\u5230\u7aef\u662f\u771f\u6b63\u53ef\u4ee5\u5168\u7403\u5316\u7684\u3001\u5b9e\u73b0\u70b9\u5230\u70b9\u81ea\u52a8\u9a7e\u9a76\u7684\u6700\u4f18\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u4f20\u7edf\u81ea\u52a8\u9a7e\u9a76\u67b6\u6784\u548c\u7aef\u5230\u7aef\u67b6\u6784\u7684\u5bf9\u6bd4<\/p>\n\n\n\n

\u4e94\u3001\u672c\u571f\u4f01\u4e1a\u7684\u7aef\u5230\u7aef\u6f14\u8fdb\u52a8\u6001<\/strong><\/p>\n\n\n\n

5.1 \u534e\u4e3a\uff1aADS3.0 \u7387\u5148\u5b9e\u73b0\u8f66\u4f4d\u5230\u8f66\u4f4d\u3001\u667a\u9a7e\u65b9\u6848\u4e0a\u63a2\u4e0b\u6c89\u9f50\u53d1\u529b<\/p>\n\n\n\n

\uf06c \u534e\u4e3a\u667a\u9009\u8f66\u4e0e\u534e\u4e3a\u8f66 BU <\/strong>\u5747\u7ed3\u7855\u679c\uff0c\u4e8c\u8005\u8fdb\u5165\u4e92\u76f8\u4fc3\u8fdb\u7684\u5168\u65b0\u9636\u6bb5<\/p>\n\n\n\n

2021 \u5e74\u534e\u4e3a\u53d1\u529b\u667a\u80fd\u8f66\u4e1a\u52a1\uff0c\u4f46 HI \u6a21\u5f0f\u63a8\u8fdb\u8282\u594f\u53ca\u6548\u679c\u5747\u4e0d\u8fbe\u9884\u671f\uff0c\u4e4b\u540e\u534e\u4e3a\u4e0e\u8f66\u4f01\u6253\u9020\u667a\u9009\u8f66\u54c1\u724c\uff0c\u5176\u4e2d\u534e\u4e3a\u4e0e\u8d5b\u529b\u65af\u5408\u4f5c\u7684\u95ee\u754c\u662f\u6700\u5148\u91cf\u4ea7\u7684\u9e3f\u8499\u667a\u884c\u54c1\u724c\uff0c2023 \u5e74 4 \u6708\u95ee\u754c M5 \u667a\u9a7e\u7248\u4e0a\u5e02\uff0c2023 \u5e74\u5e95\u534e\u4e3a\u95ee\u754c M9 \u4e0a\u5e02\uff0c\u4f5c\u4e3a 50 \u4e07\u7ea7\u5927\u578b SUV\uff0c2024 \u5e74 8 \u6708\u95ee\u754c M9 \u6708\u9500\u8fbe\u7ea6 1.7 \u4e07\u53f0\uff08\u4e2d\u6c7d\u534f\u6570\u636e\uff09\uff0c\u95ee\u754c\u5df2\u6210\u4e3a\u9ad8\u7aef\u65b0\u80fd\u6e90\u6807\u6746\u54c1\u724c\u4e4b\u4e00\u3002<\/p>\n\n\n\n

\u95ee\u754c\u7cfb\u5217\u70ed\u9500\u5e26\u6765\u8d5b\u529b\u65af\u548c\u534e\u4e3a\u8f66 BU \u7ecf\u8425\u5c42\u9762\u7684\u663e\u8457\u6539\u5584\uff1a\u636e\u8d5b\u529b\u65af 2024 \u4e2d\u671f\u8d22\u62a5\uff0c2Q24 \u6263\u975e\u51c0\u5229\u6da6\u8fbe 13 \u4ebf\uff0c\u5b9e\u73b0\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u76c8\u5229\uff0c\u95ee\u754c M9 \u4e94\u5ea7\u7248\u6709\u671b\u8fdb\u4e00\u6b65\u6269\u5927\u5176\u7528\u6237\u7fa4\u4f53\uff0c\u6839\u636e\u8d5b\u529b\u65af\u5f20\u5174\u6d77\u8868\u793a\uff0c\u534e\u4e3a\u4e0e\u8d5b\u529b\u65af\u5408\u4f5c\u7684\u8f66\u578b\u5229\u6da6\u7387\u8981\u8fbe\u5230 5%\u4ee5\u4e0a\u3002<\/p>\n\n\n\n

\u5bf9\u4e8e\u534e\u4e3a\u800c\u8a00\uff0c\u95ee\u754c\u70ed\u9500\u63a8\u52a8\u8f66 BU \u6536\u5165\u9ad8\u589e\u957f\u5e76\u5b9e\u73b0\u76c8\u5229\uff0c\u636e\u8d5b\u529b\u65af\u516c\u544a\u300a\u6df1\u5733\u5f15\u671b\u667a\u80fd\u6280\u672f\u6709\u9650\u516c\u53f8\u6a21\u62df\u5ba1\u8ba1\u62a5\u544a\u300b\uff0c\u5f15\u671b\u516c\u53f8\uff08\u534e\u4e3a\u8f66 BU\uff09\u516c\u53f8 2022 \u5e74\/2023 \u5e74\/2024 \u4e0a\u534a\u5e74\u5b9e\u73b0\u8425\u6536\u4e3a 21 \u4ebf\/47 \u4ebf\/104 \u4ebf\u5143\uff0c2022 \u5e74\/2023 \u5e74\/2024 \u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a-76 \u4ebf\/-56 \u4ebf\/22.3 \u4ebf\uff0c\u7b2c\u4e00\u5927\u5ba2\u6237\u6536\u5165\u5360\u6bd4 63%\uff0c2024 \u4e0a\u534a\u5e74\u534e\u4e3a\u8f66BU \u4e0d\u4ec5\u626d\u4e8f\u4e3a\u76c8\uff0c\u8fd8\u53d6\u5f97\u4e86\u9ad8\u8fbe 21.4%\u7684\u51c0\u5229\u6da6\u7387\u3002<\/p>\n\n\n\n

\uf06c \u5f15\u671b\u6210\u56fd\u5185\u667a\u9a7e\u5934\u53f7\u73a9\u5bb6\uff0c\u540e\u7eed\u589e\u503c\u6f5c\u529b\u5927<\/p>\n\n\n\n

\u534e\u4e3a\u8f66 BU \u72ec\u7acb\u53ca\u5f15\u5165\u80a1\u4e1c\u52a0\u901f\uff08\u957f\u5b89\u65d7\u4e0b\u963f\u7ef4\u5854\u4ee5\u53ca\u8d5b\u529b\u65af\u5404\u8d2d\u5165 10%\u80a1\u6743\uff09\uff0c\u636e\u8d5b\u529b\u65af\u516c\u544a\uff0c\u5f15\u671b\u516c\u53f8\uff08\u534e\u4e3a\u8f66 BU\uff09\u76ee\u524d\u4f30\u503c 1150 \u4ebf\uff0c\u636e\u6211\u4eec\u62a5\u544a\u300a\u8d5b\u529b\u65af\u5165\u80a1\u5f15\u671b\uff0c\u4e0e\u534e\u4e3a\u5408\u4f5c\u8fdb\u4e00\u6b65\u6df1\u5316\u300b\uff1a\u5f15\u671b\u516c\u53f8\u4e2d\u671f\u7a33\u6001\u8425\u6536\u89c4\u6a21\u4e3a 1275 \u4ebf~1650\u4ebf\u5143\uff0c\u5047\u8bbe\u51c0\u5229\u6da6\u7387 15%\uff0c\u5219\u5bf9\u5e94\u5e74\u51c0\u5229\u6da6 191 \u4ebf~248 \u4ebf\u5143\u3002\u53c2\u8003\u5f53\u524d\u6210\u719f\u79d1\u6280\u516c\u53f8\u7ea6 30 \u500d PE \u4f30\u503c\uff0c\u5bf9\u5e94\u5f15\u671b\u5e02\u503c\u7a7a\u95f4\u4e3a 5737 \u4ebf~7425 \u4ebf\u5143\uff0c\u76f8\u8f83\u5f53\u524d\u7684 1150 \u4ebf\u5e02\u503c\u6709\u8f83\u5927\u589e\u957f\u7a7a\u95f4\u3002<\/p>\n\n\n\n

\u963f\u7ef4\u5854\u548c\u8d5b\u529b\u65af\u5165\u80a1\u540e\uff0c\u9884\u8ba1\u5f15\u671b\u516c\u53f8\uff08\u534e\u4e3a\u8f66 BU\uff09\u5c06\u7ee7\u7eed\u5438\u7eb3\u5176\u4ed6\u8f66\u4f01\u5165\u80a1\uff0c\u56e0\u6b64\u5bf9\u4e8e\u8f66 BU \u6765\u8bb2\uff0c\u5c3d\u5feb\u505a\u5927\u89c4\u6a21\u5e76\u63d0\u5347\u5e02\u503c\u662f\u7b2c\u4e00\u8981\u52a1\uff0c\u5f53\u524d\u534e\u4e3a\u667a\u9a7e\u5ba2\u6237\u6269\u5bb9\uff0c\u9664\u9e3f\u8499\u667a\u884c\u4e0b\u7684\u54c1\u724c\u5916\uff0c\u8fd8\u6709\u963f\u7ef4\u5854\u3001\u6df1\u84dd\u3001\u65b9\u7a0b\u8c79\u3001\u5c9a\u56fe\u7b49\u3002\u9ad8\u9636\u667a\u9a7e\u4f18\u5316\u4e0e\u8fed\u4ee3\u4e5f\u6709\u8d56\u4e8e\u9ad8\u7aef\u8f66\u4ea7\u9500\u89c4\u6a21\u5feb\u901f\u63d0\u5347\uff0c\u5f53\u524d\u9ad8\u9636\u667a\u9a7e\u65b9\u6848\u867d\u7136\u6709\u6240\u4e0b\u6c89\uff0c\u4f46\u4ecd\u4e3b\u8981\u914d\u5957\u5728 24 \u4e07\u4ee5\u4e0a\u8f66\u578b\uff0c\u9ad8\u7aef\u65b0\u80fd\u6e90\u8f66\u4ea7\u9500\u89c4\u6a21\u5bf9\u4e8e\u9ad8\u9636\u667a\u9a7e\u8fed\u4ee3\u81f3\u5173\u91cd\u8981\uff0c\u4ece\u76ee\u524d\u534e\u4e3a\u667a\u9a7e\u914d\u5957\u8f66\u578b\u9500\u91cf\u8868\u73b0\u770b\uff0c\u95ee\u754c\u4f9d\u7136\u662f\u534e\u4e3a\u8f66 BU \u6700\u91cd\u8981\u7684\u5ba2\u6237\u8d44\u6e90\u3002<\/p>\n\n\n\n

\uf06c \u534e\u4e3a ADS3.0 <\/strong>\u5347\u7ea7\u7aef\u5230\u7aef\u7f51\u7edc\u67b6\u6784\uff0c\u7387\u5148\u91cf\u4ea7\u5b9e\u73b0\u70b9\u5230\u70b9\u65e0\u56fe\u57ce\u5e02\u9886\u822a\u3002<\/p>\n\n\n\n

\u4eab\u754c S9<\/strong>\u7387\u5148\u91cf\u4ea7\u534e\u4e3a ADS3.0<\/strong>\uff0c\u534e\u4e3a\u9ad8\u9636\u667a\u9a7e\u8f66\u578b\u4fdd\u6709\u91cf\u65e5\u6e10\u8d70\u9ad8\u3002\u57fa\u4e8e ICT\u9886\u57df\u7684\u957f\u671f\u79ef\u7d2f\uff0c\u534e\u4e3a\u5728\u667a\u9a7e\u9886\u57df\u6709\u7740\u8f6f\u786c\u4e00\u4f53\u3001\u8f66\u4e91\u4e00\u4f53\u7684\u9ad8\u5ea6\u5782\u76f4\u6574\u5408\u4f18\u52bf\uff08\u76ee\u524d\u56fd\u5185\u5176\u5b83\u9ad8\u9636\u667a\u9a7e\u65b9\u6848\u4e00\u822c\u57fa\u4e8e\u82f1\u4f1f\u8fbe ORIN \u82af\u7247\uff0c\u8f6f\u4ef6\u7528\u7b2c\u4e09\u65b9\u65b9\u6848\u6216\u81ea\u7814\uff09\uff0c\u667a\u9a7e\u65b9\u6848\u8fed\u4ee3\u8f83\u5feb\uff0c\u968f\u7740\u4ee5\u95ee\u754c M9 \u4e3a\u4ee3\u8868\u7684\u9e3f\u8499\u667a\u884c\u8f66\u578b\u70ed\u9500\uff0c\u5176\u5f88\u53ef\u80fd\u6210\u4e3a\u6211\u56fd\u9ad8\u9636\u667a\u9a7e\u642d\u8f7d\u8f66\u578b\u4fdd\u6709\u91cf\u6700\u9ad8\u7684\u81ea\u4e3b\u54c1\u724c\uff0c\u4ece\u800c\u8fdb\u4e00\u6b65\u5f3a\u5316\u5176\u672c\u571f\u667a\u9a7e\u9886\u5148\u4f18\u52bf\u3002<\/p>\n\n\n\n

\u636e 2024 \u5e74 9 \u6708 10 \u65e5\u534e\u4e3a\u89c1\u975e\u51e1\u54c1\u724c\u76db\u5178\u53ca\u9e3f\u8499\u667a\u884c\u65b0\u54c1\u53d1\u5e03\u4f1a\u4fe1\u606f\uff1a\u7ee7\u4eab\u754c S9\u4e4b\u540e\uff0c\u95ee\u754c M9 \u53ca\u9e3f\u8499\u667a\u884c\u5168\u7cfb\u8f66\u578b\u9646\u7eed\u5347\u7ea7\u81f3 ADS 3.0\uff0c2024 \u5e74 8 \u6708\uff0cHUAWEI ADS \u5355\u6708\u65b0\u589e\u667a\u9a7e\u603b\u91cc\u7a0b\u8d85 2 \u4ebf\u516c\u91cc\uff0c\u5176\u4e2d\u57ce\u533a\u9886\u822a\u91cc\u7a0b\u589e\u52a0\u4e86 3600 \u4e07\u516c\u91cc\u3002<\/p>\n\n\n\n

\u534e\u4e3a ADS SE \u7248\u6b63\u52a0\u901f\u4e0b\u6c89\u81f3 20 \u4e07\u5143\u4ee5\u4e0b\u4ef7\u683c\u5e26\u8f66\u578b\uff0c\u73b0\u5df2\u642d\u8f7d\u4e8e\u95ee\u754c\u3001\u6df1\u84dd\u7b49\u8f66\u578b\u3002\u636e\u534e\u4e3a\u667a\u80fd\u6c7d\u8f66\u89e3\u51b3\u65b9\u6848 BU CEO\u9773\u7389\u5fd7\u5728 2024 \u5e74\u4e7e\u5d11\u53d1\u5e03\u4f1a\u4e0a\u53d1\u8a00\uff0c\u5176\u9884\u8ba1\u5230 2024 \u5e74\u5e95\u5c06\u7d2f\u8ba1\u6709 50 \u4e07\u8f86\u8f66\u642d\u8f7d\u4e7e\u5d11\u667a\u9a7e\u3002\u636e\u4f59\u627f\u4e1c\u5728 2024 \u4e16\u754c\u52a8\u529b\u7535\u6c60\u5927\u4f1a\u6f14\u8bb2\uff0c2026 \u5e74 ADS 4.0 \u7248\u672c\u80fd\u5b9e\u73b0\u9ad8\u901fL3 \u5546\u7528\u3002<\/p>\n\n\n\n

\u636e\u534e\u4e3a\u4e7e\u5d11\u667a\u9a7e\u53d1\u5e03\u4f1a\u3001\u4eab\u754cS9 \u53d1\u5e03\u4f1a\u3001\u667a\u754c R7 \u53d1\u5e03\u4f1a\u4fe1\u606f\uff0cADS 3.0 \u91c7\u7528\u4e86\u5168\u65b0\u7684\u7aef\u5230\u7aef\u795e\u7ecf\u7f51\u7edc\u6a21\u578b\uff0c\u4fe1\u606f\u65e0\u635f\u4f20\u8f93\u3001\u51b3\u7b56\u6548\u7387\u63d0\u5347\u3001\u667a\u80fd\u9a7e\u9a76\u66f4\u7c7b\u4eba\uff0cADS 3.0 \u5df2\u7387\u5148\u5b9e\u73b0\u4ece\u8f66\u4f4d\u5230\u8f66\u4f4d\u7684\u5168\u573a\u666f\u8d2f\u901a\u3002<\/p>\n\n\n\n

ADS 3.0 \u611f\u77e5\u67b6\u6784\u76f8\u6bd4ADS 2.0 \u7684\u53d8\u5316\uff1a\u4ece\u539f\u672c\u4f9d\u9760BEV \u7f51\u7edc+GOD \u7f51\u7edc\u5168\u9762\u8f6c\u5411\u4f9d\u9760 GOD\uff08\u901a\u7528\u969c\u788d\u7269\u68c0\u6d4b\uff09\u7f51\u7edc\u3002<\/p>\n\n\n\n

\u57fa\u4e8e GOD \u5927\u7f51\uff0c\u4ece\u969c\u788d\u7269\u8bc6\u522b\u8fdb\u5316\u5230\u573a\u666f\u7406\u89e3\uff0cGOD \u5927\u7f51\u80fd\u8bc6\u522b\u767d\u540d\u5355\u548c\u5f02\u5f62\u969c\u788d\u7269\uff0c\u611f\u77e5\u9053\u8def\u7ed3\u6784\u548c\u573a\u666f\u8bed\u4e49\uff0c\u5bf9\u7269\u7406\u4e16\u754c\u6709\u66f4\u5168\u9762\u7684\u7406\u89e3\u80fd\u529b\u3002<\/p>\n\n\n\n

ADS 3.0 \u91c7\u7528 PDP\uff08\u9884\u6d4b\u51b3\u7b56\u89c4\u63a7\uff09\u7f51\u7edc\uff0c\u5b9e\u73b0\u4e86\u9884\u6d4b\u51b3\u7b56\u548c\u89c4\u5212\u4e00\u5f20\u7f51\uff0c\u4f7f\u5f97\u51b3\u7b56\u548c\u89c4\u5212\u66f4\u52a0\u7c7b\u4eba\u5316\uff0c\u884c\u9a76\u8f68\u8ff9\u66f4\u63a5\u8fd1\u4eba\u7c7b\u9a7e\u9a76\uff0c\u63d0\u9ad8\u4e86\u901a\u884c\u6548\u7387\uff0c\u590d\u6742\u8def\u53e3\u901a\u8fc7\u7387\u63d0\u5347\u3002<\/p>\n\n\n\n

\u4f53\u9a8c\u4e0a\uff0cADS3.0 \u589e\u5f3a\u4e86\u524d\u5411\u4e3b\u52a8\u5b89\u5168\u80fd\u529b\u3002\u5728 AEB \u5239\u8f66\u8ddd\u79bb\u4e0d\u8db3\u7684\u573a\u666f\u4e0b\uff0c\u65e0\u9700\u4eba\u5148\u6253\u65b9\u5411\u76d8\u89e6\u53d1\uff0c\u7cfb\u7edf\u80fd\u81ea\u52a8\u7d27\u6025\u8f6c\u5411\u907f\u969c\u3002\u6cca\u8f66\u65b9\u9762 ADS 3.0 \u652f\u6301\u79bb\u8f66\u5373\u8d70\u529f\u80fd\uff0c\u5230\u8fbe\u76ee\u7684\u5730\u540e\uff0c\u4eba\u4e0b\u8f66\u5373\u8d70\uff0c\u8f66\u8f86\u81ea\u4e3b\u6cca\u5165\uff0c\u65e0\u9700\u539f\u5730\u7b49\u5f85\u3002\u6cca\u8f66\u4ee3\u9a7e\u5df2\u5168\u573a\u666f\u5546\u7528\u3002<\/p>\n\n\n\n

\u4e91\u7aef AI \u8bad\u7ec3\u5e73\u53f0\uff1aADS 3.0 \u4f9d\u6258\u534e\u4e3a\u4e91\u7684\u5e95\u5ea7\u80fd\u529b\u4ee5\u5b9e\u73b0\u80fd\u529b\u7684\u5feb\u901f\u8fed\u4ee3\uff0c\u4e91\u7aef\u8bad\u7ec3\u7b97\u529b\u8fbe\u5230 7.5EFLOPS\uff0c\u6bcf\u65e5\u5b66\u4e60\u8bad\u7ec33500 \u4e07\u516c\u91cc\uff0c\u6a21\u578b\u6bcf 5 \u5929\u8fed\u4ee3\u4e00\u6b21\u3002<\/p>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

\u534e\u4e3a\u00a0ADS 3.0\u00a0<\/strong>\u67b6\u6784<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

\u6beb\u672b\u667a\u884c\u6570\u636e\u667a\u80fd\u4f53\u7cfb<\/p>\n\n\n\n

\u636e\u957f\u57ce\u6c7d\u8f66 CTO \u5434\u4f1a\u8096\u4ecb\u7ecd\uff0c\u76ee\u524d\u957f\u57ce\u6c7d\u8f66\u7814\u53d1\u6295\u5165\u4e00\u534a\u4e3a\u667a\u9a7e\uff0c\u667a\u9a7e\u65b9\u9762\u6295\u5165\u6bcf\u5e74\u81f3\u5c11 10 \u4ebf\u5143\uff0c\u5f53\u524d\u957f\u57ce\u667a\u9a7e\u7684\u56e2\u961f\u5927\u6982 1200 \u4eba\u5de6\u53f3\uff0c\u867d\u7136\u8ddf\u5916\u90e8\u7684\u7b97\u6cd5\u516c\u53f8\u6709\u5408\u4f5c\uff0c\u4f46\u7b97\u6cd5\u67b6\u6784\u7531\u957f\u57ce\u6c7d\u8f66\u4e3b\u5bfc\u3002<\/p>\n\n\n\n

\u6700\u65b0\u7684\u667a\u9a7e\u7b97\u6cd5\u67b6\u6784\u65b9\u9762\uff0cCoffee Pilot Ultra \u7cfb\u7edf\u5b9e\u73b0\u4e00\u4f53\u5316\u611f\u77e5\u51b3\u7b56\u89c4\u5212\u3001\u652f\u6301\u5386\u53f2\u6570\u636e\u7684\u957f\u5468\u671f\u8bb0\u5fc6\u3001\u901a\u8fc7BEV \u9690\u5f0f\u7279\u5f81\u4f20\u9012\u7ed9\u51b3\u7b56\u89c4\u5212\u5b8c\u6210\u5168\u91cf\u4fe1\u606f\u4f20\u9012\u3001\u4fe1\u606f\u4f20\u8f93\u65e0\u9057\u6f0f\u7cfb\u7edf\u51b3\u7b56\u66f4\u5b89\u5168\u3002\u5728\u6a21\u578b\u8f93\u51fa\u51b3\u7b56\u89c4\u5212\u7684\u57fa\u7840\u4e0a\uff0c\u589e\u52a0\u4e86\u4e00\u4e2a\u5b89\u5168\u8bc4\u4f30\u7f51\u7edc\u3002\u6570\u636e\u5904\u7406\u65b9\u9762\uff0c\u636e 2024 \u5e74 7 \u6708 4 \u65e5\u957f\u57ce\u6c7d\u8f66\u516c\u4f17\u53f7\u62ab\u9732\uff0c\u5176\u8bad\u7ec3\u6570\u636e\u5df2\u8fbe 1000 \u4e07clips\uff0c\u901a\u8fc7\u7528\u6237\u56de\u4f20\u548c\u4e13\u4e1a\u6570\u636e\u91c7\u96c6\u8fdb\u884c\u6570\u636e\u79ef\u7d2f\uff0c\u9ad8\u6548\u63d0\u7eaf\u6709\u6548\u6570\u636e\uff0c\u5e76\u9488\u5bf9\u6027\u5730\u8bad\u7ec3\u7279\u6b8a case \u4ee5\u63d0\u5347\u6a21\u578b\u5e94\u5bf9\u6781\u7aef\u573a\u666f\u7684\u80fd\u529b\u3002\u957f\u57ce\u6c7d\u8f66\u4e5d\u5dde\u8d85\u7b97\u4e2d\u5fc3\u62e5\u6709\u7b97\u529b\u89c4\u6a21\u8fbe 1.64EFLOPS\uff0c\u4e3a\u6a21\u578b\u8bad\u7ec3\u63d0\u4f9b\u575a\u5b9e\u7684\u7b97\u529b\u5e95\u5ea7\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u957f\u57ce\u6c7d\u8f66\u7aef\u5230\u7aef\u667a\u9a7e\u5927\u6a21\u578b<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u957f\u57ce\u6c7d\u8f66\u667a\u9a7e\u7684\u6570\u636e\u95ed\u73af<\/p>\n\n\n\n

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2024 \u5e74 9 \u6708\u5409\u5229\u63a7\u80a1\u96c6\u56e2\u6b63\u5f0f\u53d1\u5e03\u300a\u53f0\u5dde\u5ba3\u8a00\u300b\uff0c\u5ba3\u5e03\u4f01\u4e1a\u8fdb\u5165\u6218\u7565\u8f6c\u578b\u5168\u65b0\u9636\u6bb5\u3002\u53f0\u5dde\u5ba3\u8a00\u6307\u51fa\u8981\u8fdb\u884c\u6218\u7565\u805a\u7126\uff0c\u6218\u7565\u6574\u5408\uff0c\u5168\u9762\u68b3\u7406\u5409\u5229\u5404\u4e1a\u52a1\u677f\u5757\uff0c\u5398\u6e05\u4e1a\u52a1\u5b9a\u4f4d\uff0c\u5236\u5b9a\u4e2d\u957f\u671f\u53d1\u5c55\u76ee\u6807\uff0c\u8c03\u6574\u4f18\u5316\u4ea7\u4e1a\u5e03\u5c40\u7ed3\u6784\uff0c\u575a\u5b9a\u4e0d\u79fb\u5730\u63a8\u8fdb\u5185\u90e8\u8d44\u6e90\u6df1\u5ea6\u6574\u5408\u548c\u9ad8\u6548\u878d\u5408\uff0c\u8fdb\u4e00\u6b65\u660e\u6670\u5404\u54c1\u724c\u5b9a\u4f4d\uff0c\u7406\u987a\u80a1\u6743\u5173\u7cfb\uff0c\u51cf\u5c11\u5229\u76ca\u51b2\u7a81\u548c\u91cd\u590d\u6295\u8d44\uff0c\u63d0\u9ad8\u8d44\u6e90\u5229\u7528\u6548\u7387\u3002\u575a\u6301\u7a33\u5065\u7ecf\u8425\uff0c\u4e0d\u76f2\u76ee\u6269\u5f20\uff0c\u575a\u6301\u7cbe\u8015\u7ec6\u4f5c\uff0c\u6253\u597d\u9635\u5730\u6218\u3002<\/p>\n\n\n\n

\u6211\u4eec\u5224\u65ad\uff0c\u5409\u5229\u63a7\u80a1\u53d1\u5e03\u53f0\u5dde\u5ba3\u8a00\u610f\u5473\u7740\u540e\u7eed\u54c1\u724c\u53ca\u7814\u53d1\u8d44\u6e90\u5c06\u8fdb\u4e00\u6b65\u6574\u5408\uff0c\u667a\u80fd\u5316\u89e3\u51b3\u65b9\u6848\u6216\u4ece\u5206\u6563\u8d70\u5411\u7edf\u4e00\uff0c\u6781\u6c2a\u662f\u96c6\u56e2\u5185\u8f83\u6210\u529f\u7684\u5178\u8303\uff0c\u968f\u7740 8 <\/strong>\u6708\u6781\u6c2a001 <\/strong>\u642d\u8f7d\u81ea\u7814\u65b9\u6848\uff0c\u6781\u6c2a\u667a\u9a7e\u6709\u671b\u8fc8\u5165\u63d0\u901f\u9636\u6bb5\u3002<\/p>\n\n\n\n

\u6781\u6c2a\u662f\u5409\u5229\u6c7d\u8f66\u65d7\u4e0b\u9ad8\u7aef\u65b0\u80fd\u6e90\u54c1\u724c\uff0c\u6700\u5f00\u59cb\u667a\u9a7e\u65b9\u6848\u91c7\u7528\u7b2c\u4e09\u65b9 Mobileye \u65b9\u6848\uff0c2021 \u5e74\u6781\u6c2a\u5f15\u5165\u539f\u534e\u4e3a\u81ea\u52a8\u9a7e\u9a76\u7814\u53d1\u90e8\u90e8\u957f\u9648\u5947\u7b49\u53d1\u529b\u667a\u9a7e\u81ea\u7814\uff0c2023 \u5e74\u5e95\u5168\u65b0\u8f7f\u8f66\u6781\u6c2a 007 \u9996\u53d1\u642d\u8f7d\u81ea\u7814\u9ad8\u9636\u667a\u9a7e\u65b9\u6848\uff0c\u8f66\u7aef\u667a\u9a7e\u786c\u4ef6\u5305\u542b\u53cc OrinX\u667a\u9a7e\u82af\u7247\u53ca\u6fc0\u5149\u96f7\u8fbe\u7b49\u30022024 \u5e74 8 \u6708\u6781\u6c2a\u5ba3\u5e03 2025 \u6b3e\u6781\u6c2a 001 \u9996\u642d\u6d69\u701a\u667a\u9a7e 2.0\uff0c\u53cc OrinX\u667a\u9a7e\u82af\u7247\u66ff\u4ee3 Mobileye \u7684\u53ccEyeQ5H\u65b9\u6848\uff0c\u6781\u6c2a 001 \u662f\u6781\u6c2a\u6210\u7acb\u4ee5\u6765\u81f3\u4eca\u7684\u9500\u91cf\u62c5\u5f53\uff0c\u6b64\u6b21\u66ff\u6362\u610f\u4e49\u91cd\u5927\uff0c\u8fd9\u610f\u5473\u7740\u6781\u6c2a 001 \u4f5c\u4e3a\u62e5\u6709\u4f18\u79c0\u673a\u68b0\u7d20\u8d28\u7684\u9ad8\u7aef\u7eaf\u7535\u8f66\u578b\u8865\u8db3\u4e86\u667a\u9a7e\u77ed\u677f\uff0c\u66f4\u91cd\u8981\u7684\u662f\u6781\u6c2a\u7684\u5168\u6808\u81ea\u7814\u667a\u9a7e\u65b9\u6848\u5b9e\u73b0\u89c4\u6a21\u5316\u4e0a\u8f66\uff0c\u5229\u4e8e\u667a\u9a7e\u529f\u80fd\u540e\u7eed\u5feb\u901f\u8fed\u4ee3\uff0c\u6781\u6c2a CEO \u5b89\u806a\u6167\u8868\u793a\u672a\u6765\u6781\u6c2a\u65b0\u8f66\u90fd\u4f1a\u91c7\u7528\u81ea\u7814\u65b9\u6848\uff0c\u8fd1\u671f\u4e0a\u5e02\u7684\u5bf9\u6807MODEL Y \u7684\u5168\u65b0\u7eaf\u7535SUV \u6781\u6c2a 7X\u5168\u7cfb\u6807\u914d\u6d69\u701a\u667a\u9a7e 2.0\uff0c\u6b64\u5916\u6781\u6c2a\u5c06\u4e8e 2025 \u5e74\u7b2c\u56db\u5b63\u5ea6\u53d1\u5e03\u57fa\u4e8e\u82f1\u4f1f\u8fbe\u4e0b\u4e00\u4ee3\u9ad8\u7b97\u529b\u667a\u9a7e\u82af\u7247 THOR \u7684\u65d7\u8230 SUV\uff0c\u8be5\u8f66\u8fd8\u5c06\u9996\u6b21\u642d\u8f7d\u6781\u6c2a\u5168\u65b0\u7814\u53d1\u7684\u8d85\u7ea7\u7535\u6df7\u6280\u672f\uff0c\u6781\u6c2a\u8fc8\u5165\u589e\u7a0b\u8d5b\u9053\u52a9\u529b\u54c1\u724c\u89c4\u6a21\u63d0\u5347\u3002<\/p>\n\n\n\n

\u636e\u516c\u53f8\u5b98\u7f51\u53d1\u5e03\u7684\u6708\u5ea6\u4ea4\u4ed8\u91cf\uff0c2024 \u5e74 8 \u6708\u6781\u6c2a\u54c1\u724c\u4ea4\u4ed8 1.8 \u4e07\u53f0\uff0c1-8 \u6708\u4ea4\u4ed8 12.15 \u4e07\u53f0\uff0c\u8981\u8fbe\u6210 2024 \u5e74\u6781\u6c2a\u9500\u552e 23\u4e07\u53f0\u9500\u91cf\u76ee\u6807\u4ecd\u6709\u8f83\u5927\u538b\u529b\u3002<\/p>\n\n\n\n

\u4ece\u76ee\u524d\u6781\u6c2a\u62ab\u9732\u7684\u6d69\u701a\u667a\u9a7e\u529f\u80fd\u6f14\u8fdb\u8282\u594f\u65f6\u95f4\u8868\u770b\uff0c\u6781\u6c2a\u667a\u80fd\u9a7e\u9a76\u529f\u80fd\u91ca\u653e\u8282\u594f\u665a\u4e8e\u672c\u571f\u6807\u6746\u7ea6 1<\/strong>\u5e74\u5de6\u53f3\u3002<\/p>\n\n\n\n

2024 \u5e74 9 \u6708\u5f00\u542f\u57ce\u5e02\u9886\u822a\u901a\u52e4\u6a21\u5f0f\u5206\u6279\u4ea4\u4ed8\uff0c\u5e74\u5e95\u5168\u91cf\u5f00\u653e\uff1b<\/p>\n\n\n\n

2024 \u5e74 10 \u6708\u5e95\u5f00\u542f\u65e0\u56fe\u57ce\u5e02\u9886\u822a\u529f\u80fd\u516c\u6d4b\uff08\u5168\u56fd\u6709\u5bfc\u822a\u5c31\u80fd\u5f00\uff09\uff1b<\/p>\n\n\n\n

2025 \u5e74\u4e0b\u534a\u5e74\u5f00\u542f\u5168\u573a\u666f\u8f66\u4f4d\u5230\u8f66\u4f4d\u57ce\u5e02\u667a\u9a7e\uff08\u4e0d\u9650\u8f66\u4f4d\/\u9053\u8def\/\u57ce\u5e02\uff09\u7684\u5206\u6279\u4ea4\u4ed8\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

5.5 \u5c0f\u7c73\u6c7d\u8f66\uff1a\u8d44\u6e90\u96c4\u539a\u3001\u667a\u9a7e\u53d1\u5c55\u901f\u5ea6\u8f83\u5feb<\/strong>
<\/p>\n\n\n\n

2023 \u5e74\u5e95\u5c0f\u7c73\u6c7d\u8f66\u6280\u672f\u53d1\u5e03\u4f1a\u4e0a\u96f7\u519b\u5ba3\u5e03\u667a\u80fd\u7535\u52a8\u8f66\u65f6\u4ee3\u6709\u4e94\u5927\u6838\u5fc3\u6280\u672f\uff0c\u5206\u522b\u662f\uff1a\u7535\u9a71\u3001\u7535\u6c60\u3001\u5927\u538b\u94f8\u3001\u667a\u80fd\u9a7e\u9a76\u3001\u667a\u80fd\u5ea7\u8231\u3002\u96f7\u519b\u8ba4\u4e3a\uff1a\u667a\u9a7e\u662f\u65b0\u52bf\u529b\u9020\u8f66\u548c\u4f20\u7edf\u9020\u8f66\u7684\u5206\u6c34\u5cad\uff0c\u667a\u80fd\u9a7e\u9a76\u53ea\u80fd\u5168\u8d44\u767e\u5206\u4e4b\u767e\u81ea\u5df1\u5e72\u624d\u80fd\u53d8\u6210\u5dee\u5f02\u5316\u7684\u7ade\u4e89\u70b9\uff0c\u667a\u9a7e\u7b97\u6cd5\u548c\u5e95\u5c42\u67b6\u6784\u8fd8\u5728\u4e0d\u65ad\u6f14\u8fdb\uff0c\u5927\u5bb6\u73b0\u5728\u90fd\u5728\u505a\u7aef\u5230\u7aef\u7684\u5927\u6a21\u578b\uff0c\u5728\u8fd9\u79cd\u6280\u672f\u5feb\u901f\u6f14\u8fdb\u7684\u65f6\u4ee3\uff0c\u5982\u679c\u53ea\u4f9d\u9760\u4f9b\u5e94\u5546\u6280\u672f\uff0c\u96be\u4ee5\u8ddf\u4e0a\u65f6\u4ee3\u8282\u594f\u3002<\/p>\n\n\n\n

\u8d44\u6e90\u6295\u5165\u4e0e\u7ec4\u7ec7\u8c03\u6574\uff1a\u636e\u5c0f\u7c73\u6c7d\u8f66\u5728 2024 \u5317\u4eac\u8f66\u5c55\u671f\u95f4\u53d1\u5e03\u7684\u4fe1\u606f\uff1a\u5c0f\u7c73\u6c7d\u8f66\u667a\u9a7e\u7814\u53d1\u7b2c\u4e00\u671f\u603b\u6295\u8d44 47 \u4ebf\uff0c\u56e2\u961f\u89c4\u6a21\u8d85\u8fc7 1000 \u4eba\uff0c\u6295\u5165\u6d4b\u8bd5\u8f66\u8f86\u8d85\u8fc7 200 \u53f0\u3002\u636e 2024 \u5e74 4 \u6708\u5c0f\u7c73\u6295\u8d44\u8005\u5927\u4f1a\uff0c\u5c0f\u7c73\u6c7d\u8f66\u667a\u9a7e\u56e2\u961f\u5e74\u9884\u7b97\u7ea6 15 \u4ebf\u3002<\/p>\n\n\n\n

\u667a\u9a7e\u529f\u80fd\u843d\u5730\u8fdb\u5ea6\uff1a2024 \u5e74 9 \u6708 19 \u65e5\u5c0f\u7c73\u6c7d\u8f66\u516c\u5e03\u5c0f\u7c73 SU7 \u5f00\u542f OTA1.3.0 \u7248\u672c\u5347\u7ea7\uff0c\u57ce\u5e02\u9886\u822a\u8f85\u52a9\u529f\u80fd\u5728\u6ee1\u8db3\u667a\u80fd\u9a7e\u9a76\u5b89\u5168\u91cc\u7a0b\u540e\u5373\u53ef\u81ea\u52a8\u5f00\u542f\uff0c\u8be5\u529f\u80fd\u66f4\u65b0\u53ef\u5728\u5317\u4e0a\u5e7f\u6df1\u5341\u57ce\u6838\u5fc3\u533a\u57df\u7684\u4e3b\u8981\u9053\u8def\u4f7f\u7528\u30028 \u6708\u5e95\uff0c\u5c0f\u7c73\u6c7d\u8f66\u63a8\u51fa\u4e86\u201c\u57ce\u5e02\u9886\u822a\u5168\u56fd\u90fd\u80fd\u5f00\u5148\u950b\u4f53\u9a8c\u7248\u201d\uff0c\u8fd9\u4e00\u7248\u672c\u6253\u7834\u4e86\u533a\u57df\u9650\u5236\uff0c\u5b9e\u73b0\u4e86\u201c\u5168\u56fd\u90fd\u80fd\u5f00\u201d\u3002<\/p>\n\n\n\n

\u667a\u9a7e\u8f66\u4fdd\u6709\u91cf\u65b9\u9762\uff0c\u5c0f\u7c73\u96f7\u519b\u5728\u591a\u4e2a\u573a\u5408\u8868\u793a 2023 \u5e74\u4fdd\u969c\u4ea4\u4ed8 12 \u4e07\u53f0\uff0c\u8fd9\u610f\u5473\u7740\u5c0f\u7c73 SU7 \u4e0a\u5e02\u5373\u8fbe\u6210\u4eae\u773c\u4ea4\u4ed8\u91cf\uff0c\u4f46\u7f8e\u4e2d\u4e0d\u8db3\u7684\u662f\u5c0f\u7c73 SU7 \u552e\u4ef7\u6700\u4f4e\u8f66\u578b\u53ef\u80fd\u5b58\u5728\u8f66\u7aef\u7b97\u529b\u4e0d\u8db3\u4ece\u800c\u5bfc\u81f4\u540e\u7eed\u667a\u9a7e\u6f5c\u529b\u4e0d\u8db3\u7684\u95ee\u9898\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u5c0f\u7c73\u6c7d\u8f66\u667a\u80fd\u9a7e\u9a76<\/p>\n\n\n\n

\u516d\u3001 \u667a\u9a7e\u8fc8\u5165\u6570\u636e\u9a71\u52a8\u9636\u6bb5\u7684\u5f71\u54cd\u4e0e\u8d8b\u52bf\u5c55\u671b<\/p>\n\n\n\n

\u5bf9\u8f66\u4e3b\u3001\u8f66\u4f01\u3001\u4f9b\u5e94\u94fe\u7b49\u53c2\u4e0e\u4e3b\u4f53\uff0c\u667a\u9a7e\u65b9\u6848\u8f6c\u5411\u6570\u636e\u9a71\u52a8\u7684\u7aef\u5230\u7aef\u65b9\u5411\u4f1a\u7ed9\u884c\u4e1a\u5e26\u6765\u8f83\u5927\u5f71\u54cd\u3002<\/p>\n\n\n\n

6.1 \u9ad8\u9636\u667a\u9a7e\u62df\u4eba\u5ea6+\u6cdb\u5316\u6027\u5feb\u901f\u63d0\u5347\uff0c\u667a\u9a7e\u5c06\u6210\u5f71\u54cd\u8d2d\u8f66\u51b3\u7b56\u7684\u5173\u952e\u56e0\u7d20<\/strong><\/p>\n\n\n\n

\u573a\u666f\u901a\u8fc7\u7387\u3001\u901a\u884c\u6548\u7387\u3001\u62df\u4eba\u7a0b\u5ea6\u662f\u8bc4\u4ef7\u667a\u9a7e\u4f53\u9a8c\u7684\u4e09\u4e2a\u7ef4\u5ea6\u3002\u4ece\u7528\u6237\u4f53\u9a8c\u89d2\u5ea6\uff0c\u667a\u9a7e\u7ecf\u5386\u4e09\u4e2a\u9636\u6bb5\uff0c\u667a\u9a7e\u7cfb\u7edf 1.0\uff08\u53ef\u7528\u9636\u6bb5\uff09\u4fdd\u969c\u7269\u7406\u5b89\u5168\uff0c\u667a\u9a7e\u7cfb\u7edf 2.0\uff08\u597d\u7528\u9636\u6bb5\uff09\uff0c\u5373\u62df\u4eba\u5316\uff0c\u63d0\u4f9b\u5fc3\u7406\u5b89\u5168\uff0c\u667a\u9a7e\u7cfb\u7edf 3.0\uff08\u7231\u7528\u9636\u6bb5\uff09\u3002\u5728 2024 \u5e74 3 \u6708\u7535\u52a8\u6c7d\u8f66\u767e\u4eba\u4f1a\u8bba\u575b\uff0c\u5730\u5e73\u7ebf\u521b\u59cb\u4eba\u4f59\u51ef\u8ba4\u4e3a\u5f53\u524d\u9ad8\u901f\u9886\u822a\u6216\u5df2\u8de8\u8d8a\u4e86\u53ef\u7528\u5230\u4e86\u597d\u7528\u9636\u6bb5\uff0c\u4f46\u57ce\u533a\u9886\u822a\u9762\u5bf9\u5404\u79cd\u4f7f\u7528\u573a\u666f\u4e0b\u7684\u8868\u73b0\u8fd8\u4e0d\u5c3d\u5982\u4eba\u610f\uff0c\u5f53\u4e0b\u5927\u90e8\u5206\u57ce\u533a NOA \u5904\u4e8e\u201c\u53ef\u7528\u201d\u4f46\u4e0d\u201c\u597d\u7528\u201d\u7684\u9636\u6bb5\u3002<\/p>\n\n\n\n

\u667a\u9a7e\u5c06\u4f1a\u6210\u4e3a\u5f71\u54cd\u8d2d\u8f66\u8005\u51b3\u7b56\u7684\u91cd\u8981\u56e0\u7d20\uff0c\u8003\u8651\u5230\u7aef\u5230\u7aef\u4e0a\u8f66\u540e\uff0c\u7d2f\u79ef\u57ce\u533a\u667a\u9a7e\u91cc\u7a0b\u589e\u52a0\u4f7f\u5f97\u7cfb\u7edf\u8fed\u4ee3\u901f\u5ea6\u52a0\u5feb(\u7cfb\u7edf\u8fed\u4ee3\u4ee5\u5929\u8ba1)\uff0c\u667a\u9a7e\u7cfb\u7edf\u573a\u666f\u9002\u5e94\u6027\uff08\u6709\u8def\u5c31\u80fd\u5f00\uff09\u3001\u62df\u4eba\u7a0b\u5ea6\u3001\u901a\u884c\u6548\u7387\uff08\u63a5\u7ba1\u6b21\u6570\u964d\u4f4e\uff09\u7b49\u7ef4\u5ea6\u7684\u4f18\u5316\u8282\u594f\u52a0\u5feb\uff0c\u8f66\u4e3b\u4f1a\u5f00\u59cb\u9010\u6b65\u4fe1\u4efb\u5e76\u4e50\u4e8e\u4f7f\u7528\u667a\u9a7e\u7cfb\u7edf\uff0c\u4ece\u800c\u8fdb\u5165\u8d8a\u7528\u8d8a\u597d\u3001\u8d8a\u7528\u8d8a\u5e7f\u7684\u6b63\u5faa\u73af\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u636e\u7406\u60f3\u6c7d\u8f66 2024 \u4e2d\u671f\u8d22\u62a5\u4f1a\u8bae\u4ea4\u6d41\uff0c\u7406\u60f3\u6c7d\u8f66\u65e0\u56fe\u57ce\u5e02 NOA \u4ece 2024 \u5e74 7 \u6708\u4efd\u5f00\u542f\u5168\u91cf\u63a8\u9001\u4ee5\u6765\uff0c\u57ce\u5e02 NOA \u7684\u65e5\u6d3b\u8dc3\u5ea6\u548c\u884c\u9a76\u91cc\u7a0b\u90fd\u660e\u663e\u589e\u52a0\u3002\u6f5c\u5728\u7528\u6237\u6765\u95e8\u5e97\u8bd5\u9a7e NOA \u7684\u6bd4\u4f8b\u7ffb\u500d\u589e\u957f\uff0c\u5404\u8f66\u578b\u7684 AD Max \u8ba2\u5355\u5360\u6bd4\u90fd\u5728\u63d0\u5347\uff0c\u7279\u522b\u662f 30 \u4e07\u4ee5\u4e0a\u8f66\u578b\u4e2d AD Max \u8ba2\u5355\u5360\u6bd4\u5df2\u7ecf\u63a5\u8fd1 70%\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

6.2\u00a0\u5012\u903c\u8f66\u4f01\u63d0\u9ad8\u667a\u9a7e\u7248\u8f66\u578b\u4fdd\u6709\u91cf\uff0c2025\u00a0\u5e74\u00a020\u00a0\u4e07\u4ee5\u4e0a\u65b0\u8f66\u6709\u671b\u6807\u914d\u9ad8\u9636\u667a\u9a7e\u786c\u4ef6<\/strong><\/p>\n\n\n\n

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6.3\u00a0\u667a\u9a7e\u7814\u53d1\u7ec4\u7ec7\u9762\u5411\u7aef\u5230\u7aef\u8fdb\u884c\u8c03\u6574\uff0c\u8f66\u4f01\u5185\u90e8\u7814\u53d1\u8d44\u6e90\u805a\u7126\uff0c\u667a\u9a7e\u65b9\u6848\u9009\u62e9\u5c06\u5feb\u901f\u6536\u655b<\/strong><\/p>\n\n\n\n

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