Omdia报告：中国汽车行业GenAI市场，百度智能云渗透率位第一

TOM网2025-12-23

全球权威科技研究机构 Omdia 近日发布的《2025 年上半年中国汽车行业生成式 AI 市场全景》报告显示，百度智能云成为中国车企最青睐的生成式 AI（GenAI）合作伙伴，市场渗透率稳居行业第一。Omdia 报告调研了 2025 年《财富》中国 500 强中的 23 家整车制造企业（OEM）。数据显示，百度智能云与阿里云并列成为汽车 OEM 的首选 GenAI 供应商，其解决方案已成功渗透至 ...

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汽车品牌全覆盖，这一广泛的市场布局，印证了车企在构建 AI 能力时，倾向于选择具备全栈技术能力的合作伙伴，以应对日益激烈的智能化竞争。图：百度智能云成为汽车 OEM 的首选 GenAI 供应商报告指出，随着中国成为全球最大的电动汽车生产和销售市场，头部车企正通过大规模投资和激进的技术研发，确立了中国在全球 AI 汽车转型中的领导地位。在这一过程中，车企普遍采用“多供应商策略”来构建其 AI 能力，平均每家企业使用 3.8 个供应商的服务。而在这一多元生态中，百度智能云凭借其全栈技术能力，成为了核心力量。Omdia 分析师 Lian Jye Su 指出，GenAI 正在重塑汽车产业链的关键环节，其中研发代码和智能座舱是落地最快的场景。在提升研发效率方面，GenAI 显著加速了车企的进程。报告以蔚来汽车为例，截至 2025 年 5 月，其已有近 400 名员工使用代码智能体，AI 生成的代码量已占日常开发的 30% 以上。百度智能云提供的大模型技术，正帮助车企通过大幅缩短软件开发周期，有效降低维护成本。不仅在后端研发提效，基于大模型的多模态智能体也已成为前端座舱交互的新趋势。以行业头部合资品牌上汽大众为例，其在最新车型中深度融合了百度智能云的 AI 技术，不仅实现了对复杂语音指令的精准理解，还带来了“拟人化”的情感陪伴，实现了从单纯“指令执行”到“主动服务”的跨越，树立了合资品牌“油电同智”的行业标杆。为了满足座舱场景更深层次的智能化需求，百度智能云预判“端到端语音”与“视觉理解（VL）”模型将在 2026 年迎来规模化落地。目前，百度的“端到端语音”模型已在多款新车型中完成验证，大幅提升了交互的响应速度与自然度；而开源的“Qianfan-VL”模型则凭借强大的视觉感知能力，正加速渗透至智能座舱与自动驾驶等核心场景。通过视觉与语言能力的深度结合，百度智能云正帮助车企打造真正能够“听懂”指令、“看懂”用户潜意识需求并提供主动服务的下一代智能空间。Omdia 报告强调，云服务商是汽车 OEM 最理想的合作伙伴。展望未来，Agentic AI（代理式 AI）和具身智能将是汽车行业 GenAI 发展的下一阶段。Agentic AI 能够实现类人的自动化与协调能力，通过推理能力的提升，解决复杂且重复的任务，从而进一步解放企业生产力。Omdia 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