SAC S0850516050002 SAC S0850521090001 2023 02 27 1.Mobileye AI 2.3.2.0 2025 L2/L3 50%2030 L2/L3 70%L4 20%2020-2025 2 1ZEVuNsPmPrQpRnOmRoRqR9PbPaQtRmMpNtQiNoOtRiNsQrO6MrRyRvPnMwOvPnPwP 1.2.3.3 4 AEC-Q100 AEC-Q101 ISO16750 5 37%30%25%TOP8 60%2020 2020 37%30%25%4.50%3.50%14%11%10%8%7%6%4%3%37%ECU 6 ECU ECU SoC MCU-BOSCH 2021 9 BOSCH Altan&Thor BOSCH Altan&Thor Grace-next CPU Ampere-next GPU Bluefield DPU 7 Thor Thor 2020 CES Snapdragon Ride Ride”ofweek Snapdragon Ride Snapdragon Ride SoC 8 L1/L2 ADAS 30TOPS 1 ADAS AEB TSR LKA L2+ADAS 60-125TOPS 2 ADAS HWA APA TJA L4/L5 700TOPS 130W 2 ADAS+2 ASIC 9 ASIC GPU FGPA AMD AI GPU FPGA ASIC GPU FPGA ASIC AI CPU AI AI 10 GPU FPGA ASIC GPU ASIC AMD IBM CPU/CPU GPU CPU GPU GPU GPU CPU 11 FPGA PAL GAL FPGA FPGA FPGA 12 ASIC CPLD FPGA ASIC:FPGA ASIC ASIC 13 99%AI 99%14 15 Orin Thor EyeQ Tesla FSD A1000 Ascend AD1000 V9L/F V9T CUDA Compute Unified Device Architecture GPU G80 GPU CUDA GPU NVIDIA G80 CUDA 16 GPU CUDA CUDA GPU CUDA AI CUDA API GPU CUDA CUDA 17 Mobileye 2022 EyeQ Ultra EyeQ Ultra 5nm 10 EyeQ5 EyeQ Ultra 170 TOPS 12 RISC 256 gigaflops GPU 100W L4 EyeQ Ultra 2025 Mobileye EyeQ6 EyeQ6L EyeQ6H7nm ADAS L2 2023 2024 L4 Mobileye EyeQ Ultra EyeQ6 Lite EyeQ6 Lite Mobileye EyeQ Ultra EyeQ6 18 19 2017 Tesla AI 2019 4 AutoPilot HW3.0 Tesla FSD 60 144 2300 AutoPilot Mobileye Q3 NVIDIA Tegra 3 Hardware1.0 1 1 12 1 2 NVIDIA Parker SOC 1 NVIDIA Pascal GPU 2 CPU NVIDIA Drive PX2 Hardware2.0 8 3 1 1 12 Tesla FSD Tesla FSD Hardware3.0 8 1 12 FSD 20 Mobileye Autopilot 3.0 Thor 21 ADAS FSD 1 2 3 22 5 128TOPS 16nm L2/L3/L4 级 A1000 40TOPS 16nm L3/L4 级 昇 310 16TOPS 12nm L3/L4 昇 910 512TOPS 7nm V9P/U 10-200TOPS L3 V9S 500-1000TOPS L4/L5 AD1000 7nm L2+L5 23 A100 1.2.2022 2 3.A100 GPU A100 24&SAC S0850516050002 021-23219392 Email SAC S0850521090001 021-23219748 Email 25 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%26 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告