核心观点►技术周期与市场需求共振,2025 年或是中高阶智驾 SoC 放量元年。自特斯拉确立纯视觉、低成本、可量产的智驾方案以来,经过多年发展目前智驾技术向上突破、向下普及双线并进,渐进式技术迭代路径逐渐清晰;同时硬件端以整车E/E架构进化为底层逻辑,汽车智能化正快速重塑汽车的产品形态以及产业生态,相关计算芯片成为承载大幅增长的计算需求的重要载体。根据黑芝麻智能招股说明书,作为智驾技术落地的核心...
Source Link核心观点►技术周期与市场需求共振,2025 年或是中高阶智驾 SoC 放量元年。自特斯拉确立纯视觉、低成本、可量产的智驾方案以来,经过多年发展目前智驾技术向上突破、向下普及双线并进,渐进式技术迭代路径逐渐清晰;同时硬件端以整车E/E架构进化为底层逻辑,汽车智能化正快速重塑汽车的产品形态以及产业生态,相关计算芯片成为承载大幅增长的计算需求的重要载体。根据黑芝麻智能招股说明书,作为智驾技术落地的核心...
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