聚焦｜AI助手正“接管”汽车座舱，阿里、字节跳动等科技巨头扎堆“上车”

广州日报05-01

在2026年北京车展，阿里、字节跳动同时亮出新一代座舱AI方案，多家车企密集官宣接入AI助手，一场围绕智能座舱的竞赛正式拉开序幕。　　从“豆包上车”到“千问入舱”，再到特斯拉在华借助豆包+DeepSeek紧急“补课”，AI座舱从概念加速走向量产落地。曾经“小度小度”“Hey Siri”式的简单指令交互，正被“理解需求、主动服务”的AI Agent（人工智能体）逐渐取代。AI上车进入落地冲刺期巨头...

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L车型。　　从目前来看，阿里、字节跳动、DeepSeek三家AI巨头拿出了差异化的落地策略。　　阿里通义千问凭借“千问智能体”率先铺开了最广的合作版图，其优势在于生态整合方面，千问可支持查新闻、订酒店、买门票、点外卖、查快递等全场景服务，并配合端侧部署的Qwen-Omni全模态大模型处理敏感指令以保护用户隐私。　　字节跳动的“豆包”则走深度定制路线。火山引擎车展首日公布的实打实数据显示，搭载豆包大模型的智能汽车已超过700万辆，覆盖50多个品牌、145款车型，每天在座舱里完成的交互超过3000万次。　　其中最受关注的，是豆包与赛力斯合作的座舱助手深度定制项目，其核心突破之一是实现了全双工对话能力——人车可以实时同频交流，并可联动整车系统：用户说“停到离入口最近的车位”，系统可调用辅助驾驶系统完成泊车；行车途中提示“右转可经过樱花大道”，乘客同意后自动减速并开启车窗。　　DeepSeek则以“轻量化模型能力输出”为特色，接入高效、适配性强，以稳定性能与快速落地能力成为多家车企智能化升级的优选方案。　　特斯拉在中国的全新Model Y L车型将搭载豆包大模型与DeepSeek模型，两款模型均通过火山引擎接入。其中豆包大模型承担导航设定、媒体播放操控、空调温度调节等语音命令功能，同时具备车主手册查询功能；DeepSeek模型则提供AI互动服务，如查天气、新闻等。而特斯拉在美国销售的车型，采用马斯克旗下xAI的Grok模型驱动。　　种种迹象表明，AI上车已全面进入量产落地冲刺期。座舱交互正在从“填槽”到“Agent”　　为何巨头们对AI上车如此热衷？答案藏在技术路线的变革中。　　传统的车载语音交互依赖“填槽”式技术——用户需要严格按照预设句式发出指令，系统逐项填充信息后再执行，一问一答、命令死板。大模型的自然语言理解能力彻底改写了规则。AI助手能从“执行命令”进化到“理解需求”：用户说“去上海玩三天，帮我订外滩附近的酒店”，系统能拆解复杂指令，联动生态完成从查询到预订的全闭环。　　业内指出，行业聚焦的智驾辅助系统竞争激烈，但在血拼多年后，功能作用已渐趋同质化。但座舱交互却一直相对沉寂，大模型登陆座舱后，串联起交互、车控和服务的想象空间再次被唤醒。“未来的智能座舱，就是要把车载的OS操作给Agent化。”上述座舱产品经理在记者采访中，作出了如此判断。　　MRA市场研报显示，预计到2027年，人工智能驾驶舱功能市场规模将达到50亿美元，复合年增长率超过25%。而据国内机构预测，2026年中国乘用车智能座舱解决方案市场规模预计将达1828亿元。车企面临“站队”抉择担心丧失技术主权　　随着AI巨头猛攻座舱，车企也陷入技术主权与体验效率的两难，目前行业迅速分化为三大阵营：理想、蔚来、小鹏等新势力坚持自研大模型与芯片；长安、东风、北汽、吉利等传统车企则选择与头部AI厂商绑定，快速补齐智能短板；也有不少车企是“折中融合派”，采用“基础模型外采+上层框架自研”，保留交互体系与数据主权，通过Agent接口封装外部能力，平衡体验与安全，成为当下主流选择。　　对于车企来说，“灵魂之争”一直摆在面前：完全依赖外部AI，可能丧失用户入口与数据主导权；坚持自研，又面临能力差距、成本高企、周期漫长的困境。　　此外，有几个现实问题值得冷静审视。接入外部AI，也有因软硬件融合带来的研发周期拉长问题，尽管10多家车企“同日宣布接入”千问，但实际上首发搭载的仅一汽红旗HS6 PHEV，其余大部分车型预计在2026—2027年陆续普及。而豆包座舱助手预计今年下半年才能落地完整能力。　　此外，合作模式亟待深化。AI企业目前主要还是云服务商的角色，提供“公版模型”，缺少针对汽车座舱场景的深度定制化能力。当然，豆包选择与赛力斯深度共创，也旨在打破To C与To B的壁垒，让车企能够真正参与模型定制。最后，云端依赖带来的隐私隐患和端侧部署的算力制约仍是技术落地的现实难题。　　尽管这次车展上，巨头AI的发声“上车”气势十足，但业内指出，行业尚未走出深水区。除了落地体验有待考验外，成本与商业化难题也摆在面前，目前来看，字节跳动、阿里均以抢占入口为先，商业化仍在探索。　　行业观察　　座舱交互差异化将成车企核心竞争力　　长期来看，大模型上车不是可选项，而是智能化标配。MRA市场研报显示，到2027年，智能座舱AI市场规模将突破50亿美元，年增速超25%，20万元以上新能源车型搭载率将接近100%。车载AI的终极图景，是实现“全场景智能协同”，让AI真正成为汽车的“第二大脑”——打通手机、家居、车机的跨端壁垒，记忆用户的个性化偏好，预判用户的出行需求，真正成为用户形影不离的“出行管家”。　　对于车企而言，智能驾驶决定着技术的上限，而座舱AI则决定着用户体验的下限，当智驾能力逐渐趋于同质化，座舱交互的差异化将成为车企抢占市场的核心竞争力；对于科技巨头而言，汽车是继手机之后最重要的智能终端，座舱则是流量与服务的全新入口，这场博弈不仅关乎市场份额的争夺，更将重塑汽车产业的价值链，推动行业从传统的硬件制造，向软件与服务驱动的全新模式转型。（文章来源：广州日报）","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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