智能汽车行业产业研究系列（三）：智能汽车软硬件产品齐发力CES展示汽车酷炫新亮点-240113（80页）.pdf

1、2010203043/CONTENTS0102030405064CES00L2+电动车替代燃油车大势所趋 高性价比：电动车拥有超高性价比1）全车造价：目前电动车造价正经历溢价至平价时期，未来将进入折价时期。2）电动车全生命使用周期成本已大大低于燃油车，未来有望进一步降低。传统车企坚定转型：老牌车企加入电动化队伍，电动汽车已成为大势车企短期仍在布局L2+级别，注重舒适性/娱乐性、城市NOA开通数量1）短期自动驾驶技术落地缓慢：多家大型车企投资自动驾驶领域亏损巨大，如福特等车企已宣布彻底放弃自主研发自动驾驶技术，自动驾驶炒作有所减少。2）车企转向提高日常驾驶体验：注重舒适性/娱乐性、城市NOA开通

2、数量、座舱域的车载显示、车载信息娱乐、车载声学等造价折价长期靠算法驱动硬件先行50161.171.1multimulti-SoCSoC20302000320CES 2024CES 20248AI1.1AIAI5000+SoCIntel 7PCAIAutoSARlinuxWindowsAndroidSoCSilicon Mobility SASPCoC20249CCUCCUZCUZCUCCU4ZCUAA12OLED AIAICAMEXCAMEXAICAMEXEyeris3DAICAMEXCAMEXZCUAWSQNX1.1数字化显示屏马瑞利在展会上推出新平台10800CES7520%90WLTC9

3、3%20%CDE(eDrive)25050008001.111MIHProject XProject X23Level 2Level 4RoboTaxiGogoro50km+20km120km/hFoxconn Industrial InternetFIIIVIEEAProject X 1.1121.213X9SP X9SP1X9SP2CPU100KDMIPSAI8 TOPSHUD3ISO 26262 ASIL BAEC-Q100HMI1X9Unity3DHMILinux+UnityQNX+UnityAndroid+Unity MCUE3MCUE32022BMSADASSCCA2.020234

4、SCCA2.0CES 2024SCCA2.0X9CESX9SP20234X91.214A1000SoCA1000BlackBerry QNXA1000CESBlackBerry QNXC1200C1236C1296MCU C12006V BEVVehicle dataGPUC12001.215AILLM N1AIN1SoCLLMLarge Language ModelAIN1SoCSoCAItoken3GPU Cooper Cooper AI SoCLIama-2AI LLamaN1LLama32N1SoCAICES 2024AIAI1.216 AWR2544 77GHzADASTINullm

5、axNullmaxTINullmaxTIADASNullmaxL2ADASNullmax1.217AMDAI VersalAIEdgeSoCAMDVersalAIEdgeSoCAI4DAMD7nmIP RyzenV2000AAMDRyzenV2000Ax86PC Cooper AMDAI SoCCooper AMDAI3DCognataLuxoftQNXQTXYLON VersalAIEdgeSoCAI20,000521,000LUT5171 TOPS RyzenV2000A7nmZen 2”AMD Radeon Vega 7Automotive Grade Linux Android Aut

6、omotivePCAMD Versal Edge XASoCRyzenV2000A1.218NVIDIA DRIVE Thor NVIDIA DRIVE ThorNVIDIA DRIVE Thor2000 TFLOPDRIVE Thor NVIDIA DRIVE OrinNVIDIA DRIVE OrinDRIVE OrinCoffee PilotNOANVIDIA DRIVE Orin+SU7NVIDIA DRIVE OrinDRIVE Orin DRIVE OrinDRIVE OrinL508TOPSNVIDIA Drive Thor1.2NVIDIA Drive Thor191.320A