|2023 12 14 E/E+/E/E ECU OTA E/E 1 2023-2026+2017 Model 3+S&P Global 5 1 2 SOA SOTA 4km Model S 3km Model 3 1.5km Model Y 100m 1 e.g.Model 3 Model S 17kg 2 6000 100m 400 3 1 E/E 2 3 FPC 4 48V Model Y 100m 1 2%252 5.0 3259.9 4.2 2818.6 4.2%1m 6m 12m-0.5 5.7 4.2 5.4 18.5 18.8 1 4680+2023-10-17 2+2023-09-24 S1090511040037 S1090523040002-20-15-10-5051015Dec/22 Apr/23 Jul/23 Nov/23(%)汽车 沪深300 2.4.4.7.10.10.12.12.19.20 1.4 2.5 3.5 4.6 5.7 6.8 7 Model 3.8 8 Model 3.8 9.9 10 Model 3 Model S.10 11.10 12 Model S.10 13.11 14.11 15.11 16.12 17.13 18 Model 3.13 ZXEVzQsPsRoPrPoNqNrOpO8ObP6MoMrRsQtQlOoPpNkPmNsP7NpPzRvPmQnMMYqMsP 3 19.14 20.14 21.15 22.15 23.16 24.16 25.16 26.16 27 FPC.17 28 FPC.17 29 48V.18 30.18 31 ECU.18 1 VS.6 2 ID.4 Model Y Mach E.9 3.11 4.12 4 EEA Electrical/Electronic Architecture ECU ECU CAN LIN 1 L3 30 TOPS L4 300 TOPS ECU ECU ECU 1 2 ECU 2019 ECU 25 ECU 100 ECU 200 ECU ECU CAN LIN ECU 5 2 WISEautomotive 3 ECU CAN LIN FlexRay 20 Mbps L3 Lidar Mbps Gbps 3 4 ECU ECU ECU ECU/OTA Over-the-Air ECU 6 OTA 1 VS 分 布式 架构 中 央计 算+区域 控制 1 ECU 1 ECU 2 ECU 3 ECU 2 4 3 5 ECU 4 OEM 6 ECU OTA 5 SOA OTA 4 Trends of Future E/E-Architectures ECU ECU HI CC CDC MDC VDC Zonal Control Unit ZCU ECU 7 2023-2026+1 5 2023 E/E Model 3+2017 Model 3 Model S Zone+Model 3 CCM BCM LH BCM RH BCM FH 2019 Model Y 8 6 7 Model 3 CSDN E/E 8 Model 3 9 1 FSD Linux 2 SOA Service-Oriented Architecture SOTA Model Y 3IS Model Y 2021 ID.4 2020 Mach E 2021 Model Y ECU Lin 2 ID.4 Model Y Mach E 大众 ID.4 特 斯拉 Model Y 福特 Mach E ECUs 52 26 51 Lin 9 masters 43 slaves 5 masters 24 slaves 13 masters 44 slaves CAN 7 10 8 CAN-FD 6 Some CAN buses FD Capable 1 Ethernnet 12 2 4 LVDS 3 10 3 OTHER-A2B BroadR A2B 3IS 2017 Model 3 S&P Global 5 2022 G9 X-EEA 3.0 2023 C10 LEAP 3.0 2025+SEA Stellantis 9 S&P Global Mobility 2023 10 Model 3 Model Y 2017 Model S 3km Model 3 1.5km Model Y 100m Model Y Model Y 100m Model 3 10 Model 3 Model S 2023 11 12 Model S 2023 2023 5%11 13 14 3 产 品分 类 功能 ONSTAR 2016 4 0.7km-3.2km 2020 4km 5.5km Model 3 2023 7-1.5km 2023 11 S7 800V 80%15 2023 WIPO 12 4 种类 低 档传 统汽车 中 档传 统汽车 高 档传 统汽车 新 能源 汽车（传统 架构）Model S Model 3 Model Y km 0.7 1.5 3.2 4.0 3.0 1.5 0.1 4 1)2023 Model S Model 3 17 10%6.6%2)2020 2500 3500 4500 5000 6000-8000 Model 3 Model Y 6000 1800 100 400 16 3)Model S 3km Model 3 1.5km Model Y 100m 25003500450050000100020003000400050006000低档传统汽车 中档传统汽车 高档传统汽车 新能源汽车元单车线束价值量 13 1)Model S+CAN Model 3 12V 17 Autoline Network 18 Model 3 Autolab 2)2018 10 11 Structural Cable 2019 7 18 Wiring System Architecture 14 OTA 19 20 WIPO WIPO USB HDMI 15 21 WIPO 22 WIPO 16 23 WIPO 1 2 3 24 WIPO 25 26 WIPO WIPO 17 3)FPC FPC Flexible Printed Circuit FPC BMS/VCU/MCU 27 FPC FPC FPC FPC 28 FPC Linker 4)48V Cybertruck 400V 800V 12V 48V 1960 6V 12V 12V 60 48V=x 12V 48V 18 29 48V Vehicle ECU 30-50 ECU 12V 48V 2023 Cybertruck 85%30 2023 31 ECU 19 2020 Sandy Munro Model Y Model Y 100m 1)2)5%20+Model 3 1.5km 2023 7-1.5km 11 S7 80%21 6-12 A 300 500 20%5-20%5%5%