汽车|智能驾驶:征程3配套理想ONE,征程5成功流片

中信证券研究
24 May 2021

文丨李景涛 尹欣驰 许英博 徐涛 杨泽原5月20日,理想汽车官方宣布2021款理想ONE携手地平线,双“征程3”芯片量产首发。地平线征程3芯片量产配套理想,取代了原有的Mobileye EyeQ4方案,成功实现外资替代。随着自主乘用车品牌的智能化技术自研能力稳步提升,国内智能汽车供应链产品、技术实力与海外龙头公司差距缩小,未来有望引领全球汽车智能化技术发展方向,迎来量价齐升的历史性机会。重点推荐...

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