1、?“?”?2016?8?12?2030?50%?5?ADAS?AutoPilot?Model3?2H2017?FMC?50%?ADAS?ADAS?2020?ADAS?2000?ADAS?ADAS?1?2?3?4?V2V?LET-V?UBI?O2O?/?C2C?PP?1?2?3?4?50?1?2?3?+?EPS?PE?PB?15 16E 17E 18E 15 16E 17E 18E?23.82 0.12 0.15 0.18 0.23 199 159 132 104 6.6?29.54 0.63 0.76 0.88 1.04 47 39 34 28 5.6?15.98 0.14 0.17 0.19
2、 0.26 114 94 84 61 3.4?41.65 0.36 0.48 0.58 0.71 116 87 72 59 7.7?44.71 0.8 0.99 1.21 1.42 56 45 37 31 8.5?19.34 0.05 0.12 0.15 0.18 387 161 129 107 5.0?28.84 0.27 0.54 0.73 0.95 107 53 40 30 5.5?25.20 0.19 0.24 0.31 0.37 133 105 81 68 7.1?42.87 1.22 1.53 1.87 2.29 35 28 23 19 4.3?Wind?2016?8?10?010
3、-60838704?S1010510120041?010-60836703?S1010512070001?010-60836750?S1010516050002?010-60836758?S1010514050003?021-20262120?S1010513080005?010-60838782?021-20262114?1.?-?ADAS?2016-06-16?2.?2016-07-21?.1?.3?.3?.4?.6?.11?ADAS?.12 ADAS?.13?.18 ADAS?.23?.24?.25?.27?.30?.31?.32?.33?.37?EHB/EMB?.38?.40?.40?
4、ADAS?.42?.52?.52?.53?LTE-V?.54?O2O?.58?.58?.62?.63?.65?B2C?C2C.67?.70?.71?.73?1?.1?2?.2?3?.3?4?Model 3?.4?5?Model 3?15?.4?6?.4?7?.4?8?.5?9?2008-2015?.5?10?2030?50%.6?11?.6?12?.7?13?“?”?50%.7?14?2010-2015?.7?15?2015?.8?16?2015?.8?17?.9?18?.9?19?.10?20?-?.10?21?.11?22?.12?23?i3?.12?24?K50?+?.12?25?.13
5、?26?.13?27?SAE?NHTSA?.14?28?.14?29?.15?30?2013?ADAS?.15?31?.15?32?8000?.16?33?2013?ADAS?.17?34?.19?35?Model X?.21?36?.21?37?ADAS?.23?38?ADAS?.24?39?.25?40?.26?41?2015?.26?42?Velodyne 64?3D?.27?43?Ibeo 4?.27?44?.28?45?.29?46?2011-2015?.31?47?.31?48?2014?.31?49?.32?50?.32?51?.33?52?.33?53?Model S?K9?.
6、35?54?Elaphe?.35?55?Protean?.36?56?.36?57?.37?58?.37?59?Q50?.37?60?.38?61?.38?62?EHB?.39?63?iBooster?.39?64?EMB?.39?65?EMB?.39?66?2014?.40?67?.40?68?.41?69?.42?70?Mobileye EyeQ4?.42?71?Mobileye EyeQ5?.43?72?Mobileye?.43?73?Mobileye ADAS?.44?74?CPU?GPU?.44?75?CPU+GPU?.45?76?2013-2015?GPU?.45?77?NVIDI
7、A?DRIVE PX.46?78?NVIDIA?DRIVE CX.46?79?NVIDIA?.46?80?NVIDIA?.47?81?FPGA?.47?82?2014?FPGA?.48?83?Xilinx?.48?84?Altera FPGA?.49?85?Lattice FPGA?.49?86?Xilinx?UltraScale?ASIC?.50?87?CPU?GPU?FPGA?ASIC?.50?88?TPU?.51?89?.51?90?.53?91?.53?92?2015?.54?93?2015?.54?94?.54?95?DSRC?V2V?.55?96?DSRC?.56?97?LTE-V
8、?.56?98?LTE-V?.57?99?.58?100?.58?101?YunOS?.58?102?RX5?.59?103?.60?104?.61?105?.62?106?.63?107?.63?108?.64?109?.64?110?1/2.64?111?2/2.64?112?1960-2010?.65?113?.65?114?.65?115?.68?116?.68?117?.68?118?B2C?.68?119?DriveNow.69?120?Car2Go.69?121?C2C?.70?122?PP?.70?1?.5?2?.8?3?2016?.8?4?.11?5?ADAS?.16?6?A
9、DAS?.17?7?ADAS?.17?8?.18?9?.19?10?.22?11?.22?12?.23?13?.24?14?.24?15?.25?16?.27?17?.28?18?/?.29?19?2020?.29?20?.29?21?.30?22?/?.34?23?/?.34?24?Elaphe?.35?25?ProteanDive?.36?26?/?.37?27?EHB/EMB?.39?28?ASIC?.50?29?CPU?GPU?FPGA?ASIC?.51?30?.55?31?.57?32?.60?33?.61?34?.61?35?C2C?B2C?.66?36?.66?37?.66?38
10、?.67?39?.67?40?.69?41?.71?42?.73?43?.74?44?.75?45?.76?46?.77?47?.78?48?.79?49?.80?50?.81?51?.82?52?.83?53?.84?54?.85?55?.86?56?.87?57?.88?58?.89?59?.90?60?.91?1?“?”?Google?10-20?2030?50%?5?ADAS?Advanced Driver Assistance Systems?1?AutoPilot?Model3?2H2017?FMC?2018?50%?ADAS?ADAS?2020?ADAS?2000?ADAS?AD
11、AS?2?1?2?3?4?V2V?V2X?ADAS?LET-V?UBI?Usage Based Insurance?O2O?/?C2C?PP?10?Gartner?50?1?2?3?+?2?3?AutoPilot?Model3?2H2017?FMC?2018?60%?2016?60?2.3%?2030?50%?50%?1?2?1?2?3?+?3?2012?Model S?17?2015?Autopilot?2017?Model 3?15?4 Autopilot?OTA?3?Model 3?40?4?Model 3?33,150 37,300 35,000 -10,000 20,000 30,0
12、00 40,000BMW 3?A4TeslaModel 3BMW 3?A4Tesla Model 3?BMW/Audi?5?Model 3?15?Tesla?Model S P90D?2.8?3000-5000r/min?6?7?16%?30%?81%?Well-to-Wheel?Model S?2.64L/100km?10L/100km?5?1?Tesla?/?52.5%81.7%81.7%81.7%?110Wh/km 4L/100km 5L/100km 12L/100km?2.18km/MJ 0.68km/MJ 0.63km/MJ 0.24km/MJ Well-to-Wheel?1.14k
13、m/MJ 0.56km/MJ 0.48km/MJ 0.2km/MJ?1?60%?70%?2?2015?1.72?125?158?798?602?8?9?2008-2015?2012?20122020?2015?6.9?/?2020?5.0?/?2025?2025?4.0?/?2017?2019?2016?20%?40%?2030?2015?37.9?4?14.28?3?6.36?3?14.79?8?2.46?79%?2015?2016?60?2%?2030?2500?50%?6?10?2030?50%?/?2-4?/?11?2020?70%?7?12?3%?50%?2015?19.83GWh?
14、383%?3.6GWh?18%?CATL?2.4GWh?12%?A123?41%?58%?84%?13%?13?“?”?50%?Research Gate?14?2010-2015?GWh?8?15?2015?16?2015?58%13%59%1%3%5%0%20%40%60%80%100%?2012-2020?2020?300Wh/kg?3000h?LFP?130Wh/kg?LMO?150Wh/kg?2020?NCM?NCA?200Wh/kg?300Wh/kg?2?2015 2020 2015 2020 2015 2020?(Wh/kg)150 300 150 250 150 200?(h)
15、2000 3000 2000 2500 2000 2000?(y)10 10 8-10 10-15 10 10?(RMB/Wh)2.0 1.5 1.8 1.2 0.9 0.6?2012-2020?NEDObatteryRoadmap2013?15%-30%?40%?2020?300?2016?60?10GWh?3?2016?kwh?(Gwh)?Gwh?28 40 11.2 60%6.7?14 20 2.8 0%-?6 150 9.0 0%-?2 50 1.0 0%-?10 50 5.0 70%3.5?60?29?10 35%?2H2016?35%?9?+?4,000?2.4?4000?7?GS
16、Energy?NCA?17?1?2?2020?18?2020?50?18?2015?9?51%?4?1.5?10?2016?10?2017?2016?5-6?1.3?7.8%?31%?2500?PE?2016-17?1.2?2018/19?1.8/2.3?2015?9?2000?2016?1?2500?10500?1?2020?10?2?2020?5?19?/?Powerqueen?20?-?mAh/g?Powerqueen?400?11?21?Ototrends?10%?7.5%9%?10%?5.5%?2016?CharlesFine?1?5-20%?2?20-30%?3-5?/kg?3?3
17、5-50%?5-8?/kg?4?35-55%?6-12?/kg?5?40-60%?10-15?/kg?4?/?5-20%?02?20-30%?35?35-50%?58?35-55%?612?40-60%?1015?12?22?1995?A8?S?50%?Model S?30?i3?250-350kg?K50?+?23?i3?24?K50?+?ADAS?InHouse?13?10-20?ADAS?ADAS?2020?ADAS?2000?ADAS?ADAS?1?2?3?4?V2V?V2X?ADAS?LET-V?UBI?O2O?25?26?CB Insight ADAS?SAE?0?5?NHTSA?
18、0?4?0?5?L1?L2?L3?L4?3?AHAC?Super Cruise?2018-2020?L5?ADAS?ACC?LDW?14?27?SAE?NHTSA?EPoSS?28?ADAS?ADAS?ADAS?ADAS?15?29?30?2013?ADAS?1?OEM?2?ADAS?ADAS?3?/?31?ADAS?8000?2015?2460?2.5?ADAS?2020?30%?2000?HUD?2020?16?32?8000?507 576 722 879 938 1,364 1,806 1,851 1,931 2,198 2,349 2,460 5,022 5,187 5,277 5,
19、671 5,378 4,797 5,374 5,662 6,005 6,055 6,185 6,272 -2,000 4,000 6,000 8,000 10,000200420052006200720082009201020112012201320142015?Marklines?ADAS?ADAS?ADAS?ADAS?LDW?FCW?TSR?Mobileye?ADAS?ADAS?ACC?LKA?AEB?AP?5?ADAS?ADAS?ACC?LDW?HUD?LKA?FCW?HUD?AEB?TSR?HUD?IHC?AP?PDS?HUD?BSD?HUD?NVS?HUD?DSM?HUD?SVC?H
20、UD?ADAS?5?2013?ADAS?17.5%?13.5%?12.9%?11.3%?10.1%?65%?17?33?2013?ADAS?6?ADAS?FCW?LDW?LKA?AEB?ACC?TSR?IHC?PDS?BSD?AP?BMS?LDW?ACC?BSD?AEB?IHC?TSR?LDW?FCW?LKA?AEB?ACC?AP?SVC?LDW?FCW?LKA?AEB?ACC?DSM?PDS?Autoliv?LDW?FCW?BSD?LKA?AEB?ACC?PDS?NVS?ADAS?ADAS?ADAS?ADAS?ADAS?ADAS?7?ADAS?LDW/FCW/BSD/PDS/NVS/TSR?
21、/3D?ADAS?+?+ADAS?LDW/FCW/DSM/PDS/TSR/NVS/SVC?ADAS?FCW/LDW/PDS/BSD/SVC?/?ADAS?LDW/BSD/SVC?ADAS?FCW/LDW?/?/APP?/?/?MaxiEye ADAS?ACC/FCW/AEB/IHC/LKA/PSD/TSR?/?Minieye ADAS?FCW/LDW/BSD/PDS?/?ADAS?+UBI?+?Carpro HUD?/?/?/OBD?/?/?/?/?Mobileye EyeQ3?18?ADAS?/?/?ADAS?ADAS?ADAS?ADAS?ADAS?LDW/LKA/TSR/FCW/AEB/A
22、CC?/?/?ADAS?AEB/ACC/APS?/?ADAS?/?/?ADAS?BSD?LDW?Evatran?Elaphe?ADAS?ADAS?8?2015?6?Evatran Group 160?7.3%?2015?10?512.8?22%?2015?11?4500?22%?2016?5?Haldex?HaldexVIE?EMB?2015?6?2900?20%?ADAS 2015?6?8200?11.9%?2015?12?700?10%?2015?12?Elaphe 1000?20%?51%?2016?1?500?10%?ACC?AEB?2014?11?2500?12.5%?2015?5?
23、4000?20%?ADAS?2015?11?3834?15.34%?2016?7?5.9?100%?2016?7?1.3?100%?2015?6?20?2015?6?5000?16.7%?2015?6?1500?20%?ADAS?1?Cruise Automation?Zoox?Drive.ai?Faraday Future?2?19?34?+?1?2?3?Google?2014?5?Google?9?2015?11?42.4?68.2?Google?2020?Tesla?2014?11?V6.0?ACC?FCW?AEB?BSD?LKA?2015?Autopilot?Faraday Futur
24、e?2014?2015?2016?1?FFZero1?2016?6?Mobileye?1999?ADAS?2004?2008?EyeQ SoC?2015?25?9?Google?2014?5?2014?9?2015?11?42.4?68.2?2016?2?2020?2020?Tesla?2014?11?Model S?V6.0?2015?1?V6.1?ACC?FCW?2015?4?V6.2?AEB?BSD 2015?10?V7.0?Autopilot?LKA?2016?1?V7.1?Autopilot?Cruise Automation?2013?Cruise Automation?3?200
25、0?1?20?2015?6?2016?3?10?Cruise Zoox?2013?Zoox?Tim Kentley-Klay?Jesse Levinson?Google?Sebastian Thrun?2016?3?2016?7?2?10?Drive.ai?2015?Drive.ai?2016?3?1200?2016?4?Faraday Future?2014?2015?2016?1?FFZero1 2016?4?10?2016?6?Mobileye?1999?ADAS?2004?EyeQ SoC?2005?2007?LDW?FCW?2008?EyeQ SoC?2015?25?2015?Aut
26、opilot?2014?10?Model S?Autopilot?Mobileye?Bosch?ACC?LKA?AEB?AP?2016?1?Autopilot?OTA?7?260?418?Autopilot?1?1.6?7?27?Mobileye?Mobileye?Model X?21?35?Model X?36?2014?7?2015?12?2016?5?2018?2020?2015?4?O2O?APP?2016?7?RX5?YunOS for Car?2015?6?3?3?4?10?Future Mobility?FMC?FMC?iCar?2018?2014?8?Atieva?2015?1
27、?SEE?LeUI Auto?4?12?2016?1?Faraday Future?FFZero1?2016?4?10?2016?4?LeSEE?2014?11?5?2015?6?TCR?Team China Racing?Formula E?2016?4?100?2016?2015?4?2016?4?30?BMS?5?A?25?SEV?SUV?22?10?2015?12?2015?12?2018?2020?2015?4?2016?7?RX5?2015?6?2018?iCar?2015?1?2015?12?2016?1?Faraday Future?FFZero1 2016?4?10?2016
28、?4?LeSEE?2014?2015?6?TCR?Formula E?2016?4?100?2015?4?2016?4?30?BMS?2015?10?2016?5?2016?7?105?1100?10?200?2016?8?10?A?ADAS?1-2?3?AHAC?Super Cruise?4?CES?F015 Luxury in Motion?2020?2020?11?2015.1 2020?2020?2013 2020?2020?2016.6 2020?FCW?LDW?LKA?ADAS?2020?2015.11 2020?2015.4 2017-20?2014?9?3?BMW?2015 2
29、017?A7 piloted driving concept?CES 2015?900?2017?2015.1 2020?S500?“HighwayPilot”?2020?2013.9 2020?2020?SRX?2015.6 2019?2019?2015.5 2020?2020?2016.1 2020?CES?“Drive Wise”?2016?ADAS?2020?2025?2030?2015.11 2020?City Safety?Intellisafe?2020?2015 2025?2017-2018?2020?2025?2015 2025?SQ5?2025?23?4?3?7?RX5?2
30、017?3?12?2018?SUV CS95?2000?2018?2020?SUV RX5?MG iGS?2020?2017?2018?ADAS?2-3?2020?2020?2025?2025?50%?ADAS?ADAS?V2V?V2X?37?ADAS?24?13?/?ADI?ON?Maxim?LinearTech?Maxim?Rohm?Quanergy?Velodyne?Ibeo?Leddartech?TriLumina Xilinx,Altera,?Microchip?Atmel?InvenSense?ADI?Mobileye?Melexis?ON?ADI?LinearTech?Rohm?
31、TE?Microchip?Atmel?JAE?Molex?Hirose?Amphenol?ADVICS?Elecktrobit?TomTom?Here?Google?Cohda?Autotalks?38?ADAS?ACTOM?14?100-150 1000-8000 1-5 150-300 50-200?m?100-250 80-150 5 6-100 150-400?10-70 15-360 120 30 30?o?o o?o?25?/?IEEE?o?24G?77G?(?)?39?24GHz?77GHz?24GHz?60GHz?77GHz?79GHz?24GHz?77GHz?24GHz?/?
32、77GHz?/?24GHz?77GHz?1?1997?76-77GHz?2?24GHz?77GHz?3?60GHz?77GHz?4?2015?77.5-78.0GHz?5?2005?77GHz?2012?24GHz?15?24GHz?/?5-70?BSD,LDW,LKA,LCA,PA 77GHz?/?100-250?ACC,FCW,AEB?ADAS?2020?7200?ADAS?2020?30%?ADAS?4?+1?4500?26?1000?2020?500?200?40?Plunkett Research?2016?2015?22%?Hella?TRW?Autoliv?MRR?LRR?767
33、7GHz?MRR?45?160m?AEB?ACC?MRR?150?90m?LKA?BSD?LRR?ARS400?7677GHz?24GHz?LKA?BSD?RDW?77GHz?41?2015?24GHz?77GHz?27?16?24GHz 24GHz?24GHz 24GHz?24GHz?77GHz 24GHz?77GHz?2016?24GHz?77GHz 24GHz?77GHz?24GHz?77GHz 24GHz?77GHz?77GHz 77GHzRCC?77GHz 77GHz?9?77GHz 77GHz?2016?77GHz 77GHz?700?10%?24GHz?77GHz?ADAS?3D
34、?32?64?Ibeo?4?8?32?64?1?Velodyne?64?2?Velodyne?32?Fusion Hybrid?2?Velodyne?Solid-State Hybrid Ultra PUCK Auto?3?LEAF?6?Ibeo?4?4?A7 Piloted Driving?Ibeo?Valeo?Scala?5?4?Quanergy?42?Velodyne 64?3D?43?Ibeo 4?Velodyne?Ibeo?Velodyne?16/32/64?128?28?Ibeo?4/8?Ibeo?17?Ibeo Lux 4 2.5D 12.5/25/50Hz?85?3.2?200
35、?0.125?0.8?10cm Lux 8L 8 2.5D 6.25/12.5/25Hz?110?6.4?200?0.125?0.8?4cm Velodyne VLP-16 7999?16 3D 5-20Hz?360?30?100?0.1-0.4?2?3cm HDL-32E 2?32 3D 5-20Hz?360?40?100?0.1-0.4?1.33?2cm HDL-64E 7?64 3D 5-20Hz?360?26.8?120?0.08?0.4?2cm?Velodyne?Velodyne?64?HDL-64E?LiDAR?7?1-2?2020?250?2025?100?44?Velodyne
36、 HDL-64E 7?Velodyne HDL-32E 2?Velodyne VLP-16 7999?Velodyne Ultra Puck?2020?500?2025?200?Ibeo Scala?Quanergy S3?2020?250?2025?100?Velodyne?Quanergy?2017?Velodyne?Ibeo?29?45?2015?A7 Piloted Driving?Ibeo?Valeo?Scala?Scala?AEB?CES2016?/?1?Quanergy?S3?250?100?2?Velodyne?Ultra Puck Auto?2020?2025?500?200
37、?18?/?Quanergy?S3 250?100?8 Ibeo?Scala 4 Velodyne?Ultra Puck Auto?500?2025?200?32?2020?200?2020?400?2-4?800-1600?2020?25%?5%?200?19?2020?400 4 25%0.3 120?400 1 5.0%3 60?180?2?65%?AGV?3?20?2011?2009?2014?2015?4?2D?30?16?3D?2013?2D?2011?002383?51%?1989?2012?2015?A?2005?1992?2015?002444?65%?ADAS?Mobile
38、ye?1?2?3?1?2?3?1?2?3?1?2?3?4?360?21?ACC,LDW,LKA,FCW,AEB,TSR,AP,PDS,DMS?AP?ACC,LDW,LKA,FCW,AEB,TSR,AP,PDS,DMS?AP?SVC?ADAS?IHS Automotive?2021?7400?/?2014?1500?2013?862?60%?ADAS?1-10?4?+?+?2020?1?120?CAGR?70%?31?46?2011-2015?050010001500200020112012201320142015?47?3 122 0204060801001201402015?E2020?E?
39、30%?BMW?Benz?Audi?H?48?2014?31%12%7%6%5%5%5%3%27%?SekonIxKantatsu?KolenDIOSTECHSEMCO?Techno Systems Research?1?2015?6?2?OEM?CES?ADAS?2?3?13.67?H?30%?ADAS?32?(NHTSA)?70%?ADAS?2016?7?19.9?8.4?-?49?1?ACC?AEB?2?3?4?5?50?33?/?1?2?3?ESP?1?2?3?ESP?TCS?ACC?4?51?52?Protean?1901?Lohner Porsche?-?34?Model S?ec
40、omer?NTN?Qmo?+?22?/?2003 fine-X?2005 Sequel?+?2005 ColtEV?2006 FCX?+?2007 C30?2010 R-zero?2010 ecomer?NTN 2011 Qmo?-?2013 quark?2013 eWheelDrive?2014 Hymotion?2014 Model S?+?2002?2003?2004?2010?2010?Protean Electrics?2011?K9?44?S9?SUV?23?/?2010?2011?XI-EV?2011 K9?2013?2016 S9 SUV?Model S?K9?1?Protea
41、n Electrics?15?60?2?120?3?4?5?35?53?Model S?K9?Model S?+?K9?1?Elaphe?Elaphe?2015?7?1000?Elaphe?20%?51:49?54?Elaphe?Elaphe?24?Elaphe?M700 M1100 L-Type Marine LEV COSIVU?/kg 23 68 29 32 20 50?/Nm 700 1100 1500 400 225 1000?/rpm 1500 1160 1500 2400 1200 1250?/kW 75 90 131 60 20 75?/kW 50 70 77 45 10 65
42、?/?/?SUV/?Elaphe?2?Protean?Protean?ProteanDrive?18?PD18?B?SUV?MPV?Protean?60?160?5?19?Protean Electric?PD18?2017?6?4?2000?Protean Electric?36?PD16?PD14?60:40?55?Protean?Protean?25?ProteanDive?/kg 34?/Nm 1000?/Nm 650?/kW 75?/kW 54?Protean?3?2008?Venturi Volage?WILL?56?37?26?/?Elaphe20%?Protean10%?100
43、%?K9?44?ECU?1?2?3?LKA?ADAS?57?58?2013?Q50?2014?2016?1?Q50?2014?2?59?Q50?38?EHB/EMB?ABS?Antilock Brake System?ESP?Electronic Stability Program?EHB/EMB?ADAS?1?2?3?4?1?2?60?61?EHB?EMB?1?ECU?2?AEB?ADAS?EHB?EMB?EHB?EHB?EHB?1?2?3?AEB?4?EHB?EHB?ibooster?MK C1?SL?E?Hy-Drive,Sequel?Focus FCV?GS450h?Majesta?L
44、eaf?E6?39?62?EHB?63?iBooster?EMB?EMB?EMB?1?2?300ms?EMB?90ms?3?ABS?ESP?4?AEB?5?EMB?1?42V?2?3?4?EMB?SKF?PBR?Hy-wire?EA2/Pivo?Z22?e-tron?C5?64?EMB?65?EMB?EMB?EHB?27?EHB/EMB?Haldex?HaldexVIE EMB?28?IBS?EHB?40?MCU?Micro Controller Unit?CPU?Central Processing Unit?USB?A/D?MCU?2014?10.4%?66?2014?IHS?2015?3
45、?118?2015?12?13%?10%?67?CAR AP?MT3360?2015?4?AC8317?Android?AC8317?41?1?2?3?68?1981?David Hubel?Torsten Wiesel?CPU?“?”?8.3?CPU?1PB?17.3?1?40?1000?1?2?CPU?42?69?NVIDIA?ADAS?ADAS?Mobileye?SoC?Mobileye?ADAS?OEM?90%?5?Mobileye?EyeQ5?EyeQ5?8?CPU?18?Mobileye?EyeQ4?SoC?4?CPU?6?EyeQ5?20?EyeQ4?8?EyeQ5?L3?L4?
46、Mobileye EyeQ?EyeQ5?Mobileye?70?Mobileye EyeQ4?43?71?Mobileye EyeQ5?Mobileye?Mobileye?EyeQ?Tier 1?Mobileye?2016?247?Mobileye?72?Mobileye?Mobileye?44?73?Mobileye ADAS?Mobileye?GPU?ALU?Arithmetic&logical Unit?CPU?Cache?ALU?AMD?CPU?CPU?GPU?K80?5700?PU?Cache?GPU?CPU?GPU?74?CPU?GPU?NVIDIA?GPU?CPU?GPU?GPU
47、?GPU?CPU?CPU?GPU?45?75?CPU+GPU?NVIDIA?GPU?NVIDIA?GPU?NVIDIA?AMD?2015?NVIDIA?82%?NVIDIA?Tegra?4?CPU+256?GPU?NVIDIA?DRIVE PX?DRIVE CX?76?2013-2015?GPU?Mercury Research?NVIDIA?DRIVE PX?DRIVE PX?1?12?2?DNN?Deep Neural Network?3?4?360?46?77?NVIDIA?DRIVE PX?NVIDIA?NVIDIA?DRIVE CX?3D?DRIVE CX?1?2?3D?3?HUD?
48、78?NVIDIA?DRIVE CX?NVIDIA?NVIDIA?GPU?NVIDIA?/ADAS?22?16?39?79?NVIDIA?NVIDIA?47 NVIDIA?NVIDIA?20?20?20-60?NVIDIA 2016?2016?NVIDIA?3.2?CAGR80%?2016?22?2016?80?80?NVIDIA?NVIDIA 2016?FPGA?FPGA?IOB?CLB?FPGA?“?”?HDL?FPGA?FPGA?FPGA?CPU?40?FPGA?“?”?FPGA?81?FPGA?FPGA?Xilinx?Altera?FPGA?90%?6000?Lattice?Micro
49、semi?3000?2014?48 Xilinx?Altera?23.8?19.3?Lattice?Microsemi?FPGA?3.66?2.75?82?2014?FPGA?FPGA?1?Xilinx?Xilinx?6?Xilinx?FPGA?Xilinx All Programmable?1?2?2D/2.5D/3D?3?AVB?CAN?I/O?83?Xilinx?Xilinx?FPGA?2?Altera?Altera?FPGA?Altera FPGA?1?ADAS?2?3?DC/DC?2008?CCA-BC200?Altera?Cyclone II FPGA?2015?ADAS?Altera?Cyclone V FPGA?2015?6?Intel?167?Altera?FPGA?Intel?+Altera FPGA?2017?2020?30%?FPGA?49?84?Altera FPGA?Altera?FPGA?3?Lattice?Lattice?ASSP?SOC?ADAS?HMI?85?Lattice FPGA?Lattice?FPGA?FPGA?1?2014?9?Altera-?FPGA?CNN?2?2015?11?SC2015?Altera?Altera Arria 10 FPGA?ASIC?ASIC?ASIC?1?ASIC?2?ASIC?3?ASIC?I