Today's sharing is: artificial intelligence AI opens the second half of smart trams in 2023
Report produced by: Essence Securities Co., Ltd
A summary of the study is provided below
1. Embracing the new era of intelligence, AI opens the second half of smart trams .................................. 6
2. Panoramic combing of automotive intelligent manufacturers and grasping the five core tracks .................................. 10
2.1. Chips: Upstream technology dividends continue to emerge to support the landing of high-level applications ............................ 10
2.1.1. Horizon: From fixed-point mass production to ecological construction, the lead is significant ......................... 10
2.1.2. Black Sesame Intelligence: Launched Wudang Series C1200 and Entered Cross-Domain Computing ......................... 11
2.1.3. NVIDIA & Qualcomm: successively released a new generation of in-vehicle computing chips and laid out the central computing platform ... 11
2.2. Software and algorithms: both in-cabin and out-of-cabin, the value of software continues to increase ...................... 12
2.2.1. Chuangda: Cockpit has solid advantages, and launched the second mass-produced intelligent driving domain control solution ........... 12
2.2.2. SenseTime: Large models enter the cockpit, further intelligent... 12
2.2.3. NavInfo: Cloud cockpit core strikes together, high-precision map assisted driving solution landing....... 13
2.2.4. ArcSoft Technology: Leading domestic computer vision manufacturer, focusing on automotive vision solutions ......... 13
2.2.5. Kotei Information: Released the Super Software Factory White Paper, focusing on the digital transformation of the automotive industry ... 15
2.3. Intelligent Driving Tier 1: "Integrated Driving and Parking" Boosts Penetration Rate, and "Integrated Cabin and Driving" Faces the Future ................... 15
2.3.1. Baidu (Apollo): Integrating large models, the "cabin + driving + diagram" automotive intelligent product matrix is gradually improved 15
2.3.2. Didi: Self-driving cargo trucks are expected to be the first to be commercially available ......................... 16
2.3.3. Zongmu Technology: Launched a cost-effective integrated solution for transportation and parking............................ 16
2.3.4. Minieye: More than ten models go to sea at a fixed point, and the integrated solution of transportation and parking is mass-produced and delivered: 17
2.3.5. Hongjing Intelligent Driving: Upgrading the dual-chip solution to a single SoC solution with integrated parking is conducive to increasing L2+ penetration: 17
2.3.6. Desay SV: Implementing the concept of Leader, the Smart Solution 2.0 in-cabin entertainment system 17 is launched
2.3.7. Huawei: Upgrading Intelligent Vehicle Solutions and Multi-domain Collaboration Capabilities ............... 18
2.4. LiDAR: Entering the on-board cycle, large-scale mass production capacity has become the focus of competition................... 18
2.4.1. Tudatong: 1550 LiDAR leading manufacturers, software platform and toolchain continue to improve ......... 18
2.4.2. North Awakening: Guided by Cost Reduction, Adopting Modular Design Ideas ............................... 19
The report totals: 35 pages.
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