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1%1813??????????????????????????????61%152813001127202221%17%2023E2024E2025E??????????????????????????????2023?4??????ICVTAnk??????????????2023????42BEV+Transformer??????????L2??????????????1?BEV+Transformer????AI????????2?2017-2030??德
???L2????????BEV??????????????????????????70%46%??????????????38%31%?????????????????25%2020Transformer
??16%2019OTA??????12%2018??????????6%??????L3/L4?分????????????201720212022
2023E
2025E???????????????????????????????Thinkercar???????????????????2023????4
50??43AI??分??????
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