汽车智能化重构汽车软件产业供应链.docxVIP

TOC \o 1-5 \h \z \o Current Document -、自动驾驶普及对汽车软件供应商带来的重构5 \o Current Document （一）以Tesla为代表的一类自研车企技术路线和对产业格局的改变 5 \o Current Document （二）NV, Mobileye为代表的芯片供应商对软件产业格局的改变 7 \o Current Document （三）百度，谷歌为代表的软件集成方案供应商对产业链的改变 8 \o Current Document （四）从近年局部投融资事件看自动驾驶汽车软件产业的价值 8 \o Current Document 二、座舱全面智能化重塑对汽车软硬件供应商带来的重构10 \o Current Document （一）座舱内全面智能化将对汽车电子系统架构的改变 10 \o Current Document （二）高通-应行业大势积极拓展智能汽车业务 13 \o Current Document 1、无线解决方案13 \o Current Document 2、计算和图像显示解决方案13 \o Current Document 3、汽车到云144、自主驾驶14 \o Current Document （三）高通在汽车行业的主要优势：Wireless数十年的积累 15 \o Current Document 三、A股相关公司在智能化重构产业链中的机遇和挑战19 \o Current Document （一）中科创达19 \o Current Document （二）四维图新20 \o Current Document （三）德赛西威21四、风险提示21 图表7汽车电子对车载算力需求提升的演进SafeDriving Safe Driving SafeDrivingIt Starts with Convenience and Ends with SafetyThe Road to Autonomous DrivingSelfDrivingSystem FunctionalityAssistAssumeSelf-drivingInformAir bags Electronic Stability ControlABSElectromechanical SafetyCompute requirements increase with system functionalityAdaptive cruise controlEmergency brakingLane keepingInfotainmentIn-VehicleDevelopmentIntegration100I Safe Driving It Starts with Convenience and Ends with Safety The Road to Autonomous Driving Self Driving System Functionality Assist Assume Self-driving Inform Air bags Electronic Stability Control ABS Electromechanical Safety Compute requirements increase with system functionality Adaptive cruise control Emergency braking Lane keeping Infotainment In-Vehicle Development Integration 100 I 1000 32-bft Lane departure Blind spot Parking assist 10,000 100,000 1,000,000 MCUCompute (DMIPS) Numbers are for illustrative purposes onlyand do not represent actual measurements 而IEEE那么评估了智能车载和自动驾驶对通信速率的要求:仅仅考虑简单的车载娱乐能力, IGbps的速率可以保证用户体验，而L3?4级以上的自动驾驶需要高达24Gbps的速率。 图表8汽车电子对车载通信能力需求提升的演进Performance Performance PerformanceExample Application24Gbps12Gbps3GbpsIGbps150MbpsUncompressed ADAS Sensor Data (Level 3-4 Autonomy)Advanced Infotainment/Uncom