方正证券：智能汽车产业专题报告（智能座舱智能驾驶、高阶智驾技术路线的演进、核心车企的智驾配置情况等）.pdfVIP

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S1220523100002

S1220523070001

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//SOC/

21BEV222324LLM

corner-caseAI/ADAS

Robotaxi/L4

Robotaxi//1Robotaxito-BBOMRobotaxi

BOML3/L4Robotaxi

BOM2OEM

L3/L4/

125

22415-20w3OrinXMDCJ6P

ADSSE45OEM

624/25200Tops129/194

BetaFSDtake-rateMPIMilesPerInterventionFSD24AIFSDScalinglaw

GPT-3FSDV12.4/12.5/Robotaxi

/Tier1SOCRobotaxi

/Tier1MMIC-C+

Tier1DMSV2X

++4D

SOCTier1Tier2

/ASP++//

Robotaxi

6PE-TTM/

12/34

-2-

Part1

-3-

1

-4-

-/MP3

21.0-DisplayAudio43.0-

/MP3MP44-8

5.8

CD

32.0-Infortainment

6.58

CarplayCNS2.0

CSDNVehicle-5-

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DMS/OMSHUD

ASP++-1-2k81552-3k824-5kASP

ASP++-/20E845LS626.3+10.5LCDOLED

microLED

ASP++-HUDHUDAR-HUD

ASP++-DMS/OMSASP23E-NCAP

-W

52023

ASP20222022-202120232023-2022

120-150ASP1.5-3k//HUD44.5%11.1%56.5%12.0%

10100-150ASP1k-4k//55.3%17.4%71.8%16.5%

BLE/NFC/BLE+NFC/UWB+NFC

UWB+NFCASP23.2%10.3%33.4%10.3%

170/200/