CES 2026：真正的供应商不再是博世等公司｜汽车制造AP

汽车制造AP01-12

■编译：Bright■审校：Ken■来源：汽车周报在拉斯维加斯，博世、欧摩威、采埃孚和舍弗勒展示了他们的技术实力。但Hans Evert认为，现在的一级供应商已经发生了变化。▲英伟达首席执行官黄仁勋在2026年CES展会上与德国《汽车周报》编辑Hans Evert。照片：英伟达；K. Bohnet；拼图：汽车周刊报在软件定义车辆 (SDV) 和自动驾驶汽车时代，传统汽车零部件供应商能否成功转型为...

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Bohnet；拼图：汽车周刊报在软件定义车辆 (SDV) 和自动驾驶汽车时代，传统汽车零部件供应商能否成功转型为能够提供关键解决方案的技术公司？在电池领域，即未来电动汽车驱动的核心部件中，它们并不起作用。但在人工智能和其他基于软件的解决方案方面，博世、欧摩威、舍弗勒、采埃孚等公司在2026年国际消费电子展上表现出了十足的自信。博世展示了人工智能驾驶舱，计划今年和明年投资25亿欧元发展人工智能，并在2030年代初期，通过软件和服务在移动出行领域实现约40亿欧元的收入。欧摩威展示了完整的SDV架构，舍弗勒展示了有趣的人形机器人解决方案。这已经不足以登上大舞台了但这已经不足以进入顶级联赛，也不足以登上拉斯维加斯消费电子展的大舞台。与2025年一样，这个舞台属于英伟达。今年，首席执行官黄仁勋推出了一款用于自动驾驶的人工智能软件，令人惊喜不已。该软件作为开源软件提供，对所有人开放。梅赛德斯CLA作为首款搭载该软件的车型，在拉斯维加斯的演示活动中仅扮演了配角角色。在供应商为SDV、自动驾驶和电动汽车提供的所有组件和解决方案背后，都有英伟达、AMD、微软、亚马逊、谷歌或高通等科技公司。目前，全球所有传统汽车制造商和传统供应商都缺乏资金来大规模开发甚至制造自己的高性能人工智能芯片，或培训人工智能模型。新的排名反过来，像英伟达这样的企业凭借其盈利能力，能够从自有资金中为自动驾驶技术投资。2025年第三季度，该公司的净利润接近320亿美元（约合274亿欧元），比德国、中国、日本和美国的汽车制造商总和还要高出约100亿美元。根据安永会计师事务所的一项研究，这些汽车制造商的净利润总计约为220亿美元（近189亿欧元）。这巩固了新的排名秩序。博世等公司的利基市场按照汽车行业的传统逻辑，芯片制造商是二级供应商，为博世、采埃孚或法雷奥提供用于复杂组件的半导体，然后这些组件被送到制造商手中。现在的情况是：一级供应商因不掌握人工智能时代和SDV所需的关键技术而被挤入利基市场。与制造商之间的利润丰厚的业务将由其他公司（如英伟达和微软）来承担。往期文章麦格纳与英伟达合作将加快整车厂SDV进程｜汽车制造AP自动驾驶：这款可折叠方向盘今年有望投入量产｜汽车制造AP现代汽车计划投入使用数万台人形机器人｜汽车制造AP欧摩威投影解决方案将座舱变为沉浸式数字画布 ｜汽车制造AP碳捕获技术：马自达将内燃机打造成二氧化碳收集器｜汽车制造AP2025年美国汽车市场：大众和奥迪销量下滑，宝马创下新高｜汽车制造AP中国石化资本战略投资佛瑞亚氢能｜汽车制造APCES 2026：汽车行业五大重要发现｜汽车制造AP竞争、中国、AI：汽车行业失去规划确定性｜汽车制造APSDV操作系统：制造商、供应商和科技巨头强强联手｜汽车制造AP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602211548","isCrawlerRequest":true}