畢馬威:內地自動駕駛應用規模不斷擴大 正重構汽車產業價值鏈
畢馬威近日發表《自動駕駛專題報告》,指內地智能網聯汽車技術正迅速發展,L1和L2自動駕駛的應用規模不斷擴大。在某些特定場景中,自動駕駛系統已實現較高的複雜程度,並正重構汽車產業價值鏈。本土企業已在汽車的系統集成方面取得較大發展,但感測器和控制演算法等關鍵技術創新能力仍需要提升。
此外,自動駕駛系統依賴移動資料網路、智能道路和雲計算,並得益於目前的基建升級大潮。內地數碼基礎設施建設已處於前端水準,目前正進入交通基礎設施智能化發展的新階段,需要投入大量的資金和部署時間。
畢馬威中國汽車行業主管合夥人Norbert Meyrin稱,自動駕駛被視為汽車科技「皇冠上的明珠」,是人工智能技術、使用者至上理念和精密製造工藝的複雜融合。完全自動駕駛的實現將使汽車從純粹的機械產品轉變為近年來人們常常提到的「移動第三空間」。同時這一技術革新也對汽車產業的價值鏈產生影響,未來會看到一個更加豐富的交通出行生態體系。一旦得以實現,真正的自動駕駛將改變人們對出行、物流以至生活工作中更多領域的概念。
該行汽車行業審計服務主管合夥人徐侃瓴稱,民眾對智能網聯汽車的接受度仍在變化,價格是原因之一。自動駕駛功能比其他汽車高端功能更為昂貴,令多數消費者難以承擔。因此,自動駕駛行業的增速受到限制。
汽車行業稅務服務主管合夥人張日文表示,2019年前,L2級ADAS系統(高級駕駛輔助系統)通常只出現在35萬元人民幣(下同)以上的汽車上。但從2020年起,L2級ADAS系統開始裝配於中端汽車,甚至在10萬至15萬元的低端汽車上出現。車企若想觸及更廣闊的市場,需要採用智能技術吸引中、低端汽車市場的使用者,並做好客戶培養,使他們願意接受高級別的自動駕駛。
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