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<\/figure>\n

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<\/figure>\n

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\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5728\u81ea\u5bb6\u667a\u80fd\u9a7e\u9a76\u7cfb\u7edf\u5c1a\u672a\u80fd\u5b9e\u73b0\u57ce\u533a\u9886\u822a\u3001\u6709\u5f85OTA\u5347\u7ea7\u7684\u60c5\u51b5\u4e0b\uff0c\u4ee5\u4e0a\u8f66\u4f01\u4f9d\u65e7\u9009\u62e9\u62ff\u51fa\u6765\u5f53\u4f5c\u5356\u70b9\u5c55\u793a\uff0c\u751a\u81f3\u5f00\u653e\u63d0\u524d\u4ed8\u8d39\u8d2d\u4e70\uff0c\u8fd9\u662f\u7531\u4e8e\u5b83\u4eec\u5728\u8d8a\u6765\u8d8a\u6fc0\u70c8\u7684\u6c7d\u8f66\u7ade\u4e89\u4e2d\u7b49\u4e0d\u53ca\u4e86\uff0c\u5b83\u4eec\u9700\u8981\u6269\u5927\u8425\u6536\u3001\u63d0\u9ad8\u6bdb\u5229\u3002<\/strong><\/p>\n

2\u3001\u5149\u9760\u5356\u8f66\u4e0d\u591f\u4e86\uff0c\u8f66\u4f01\u90fd\u8981\u5b66\u82f9\u679c<\/strong><\/h2>\n

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\u968f\u7740\u7279\u65af\u62c9\u57282014\u5e74\u4e4b\u540e\u7684\u5168\u7403\u8d70\u7ea2\uff0c\u4ee5\u53ca\u667a\u80fd\u5316\u6c34\u5e73\u5b9a\u4e49\u65b0\u80fd\u6e90\u6c7d\u8f66\u80fd\u529b\u7684\u65b0\u9636\u6bb5\u7684\u6765\u4e34\uff0c\u8be5\u54c1\u724c\u4e5f\u968f\u4e4b\u76ef\u4e0a\u4e86\u8fd9\u6837\u4e00\u6761\u9664\u4e86\u5356\u8f66\u4e4b\u5916\u8d5a\u94b1\u7684\u6377\u5f84\u3002\u4ece\u76ee\u524d\u6765\u770b\uff0c\u7279\u65af\u62c9\u4ece\u4e2d\u6536\u83b7\u4e86\u4e00\u5b9a\u7684\u6210\u6548\u3002<\/p>\n

2012\u5e74\uff0c\u7279\u65af\u62c9Model S\u5728\u6c7d\u8f66\u884c\u4e1a\u5185\u7b2c\u4e00\u6b21\u5b9e\u73b0\u4e86OTA\u5347\u7ea7\uff1b2019\u5e74\uff0c\u7279\u65af\u62c9\u5f00\u59cb\u5c1d\u8bd5OTA\u4ed8\u8d39\u5347\u7ea7\uff0c\u8f66\u4e3b\u53ef\u4ee5\u4ee5\u6bcf\u4e2a\u67089.9\u7f8e\u5143\u7684\u4ef7\u683c\u8d2d\u4e70\u5a31\u4e50\u6027\u548c\u5b9e\u7528\u6027\u8f6f\u4ef6\u7684\u66f4\u65b0\u670d\u52a1\uff1b2021\u5e74\uff0c\u7279\u65af\u62c9\u5c06\u8f6f\u4ef6\u670d\u52a1\u6536\u8d39\u6269\u5c55\u81f3\u81ea\u52a8\u9a7e\u9a76\u670d\u52a1\u4e0a\uff0c\u4ee5\u201c\u9884\u57cb\u786c\u4ef6+\u4ed8\u8d39\u89e3\u9501\u8f6f\u4ef6\u201d\u4e3a\u57fa\u7840\uff0c\u63a8\u51faEAP\u548cFSD\u4e24\u5957\u4e0d\u540c\u7ea7\u522b\u7684\u81ea\u52a8\u9a7e\u9a76\u9009\u88c5\u5957\u4ef6\uff0c\u652f\u6301\u7528\u6237\u9009\u62e9\u4e00\u6b21\u6027\u4e70\u65ad\uff0c\u6216\u6309\u6708\u4ed8\u8d39\u3002<\/p>\n

<\/figure>\n

\u7279\u65af\u62c9full-self driving\u7cfb\u7edf\uff0c\u56fe\u6e90\u7279\u65af\u62c9\u5b98\u7f51<\/p>\n

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\u6216\u8bb8\u662f\u4e3a\u4e86\u8ba9\u66f4\u591a\u6d88\u8d39\u8005\u9009\u62e9\u8fd9\u6837\u7684\u8f6f\u4ef6\u8ba2\u9605\u670d\u52a1\uff0c\u851a\u6765\u7b49\u8f66\u4f01\u4e5f\u5bf9\u8f6f\u4ef6\u6536\u8d39\u4e1a\u52a1\u8fdb\u884c\u4e00\u5b9a\u7684\u8c03\u6574\u3002\u6bd4\u5982\u56fd\u5185\u81ea\u52a8\u9a7e\u9a76\u7cfb\u7edf\u7684\u6536\u8d39\u539f\u5148\u4ee5\u4e00\u6b21\u6027\u4e70\u65ad\u4e3a\u4e3b\uff0c\u73b0\u5728\u5219\u9010\u6e10\u8fc7\u6e21\u5230\u4e70\u65ad\u3001\u8ba2\u9605\u5e76\u5b58\u3002<\/strong><\/p>\n

\u6bd5\u7adf\u5bf9\u4e8e\u8f66\u4e3b\u800c\u8a00\uff0c\u7528\u8f83\u5c11\u7684\u4ef7\u683c\u4fbf\u80fd\u4f7f\u7528\u65b0\u9c9c\u7684\u81ea\u52a8\u9a7e\u9a76\u529f\u80fd\uff0c\u5e76\u4f53\u9a8c\u5176\u5b9e\u9645\u4ef7\u503c\uff0c\u540c\u65f6\u4e5f\u62e5\u6709\u4e86\u968f\u65f6\u53d6\u6d88\u7684\u81ea\u7531\u548c\u5f39\u6027\uff0c\u7528\u6237\u4f53\u9a8c\u66f4\u597d\u3002<\/p>\n

\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u6536\u8d39\u6a21\u5f0f\u7684\u8c03\u6574\u4ec5\u4ec5\u662f\u4e3a\u4e86\u8ba9\u66f4\u591a\u6d88\u8d39\u8005\u63a5\u53d7\u3002\u4f46\u8f6f\u4ef6\u8ba2\u9605\u670d\u52a1\u5982\u4f55\u8ba9\u7528\u6237\u8ba4\u53ef\uff0c\u5173\u952e\u5728\u4e8e\u8f6f\u4ef6\u672c\u8eab\u662f\u5426\u62e5\u6709\u5f3a\u5927\u7684 \u201c\u5438\u5f15\u529b\u201d \uff0c\u5373\u662f\u5426\u80fd\u66f4\u8d34\u5207\u5730\u6ee1\u8db3\u7528\u6237\u7684\u9700\u6c42\u3002<\/p>\n

3\u3001\u8f85\u52a9\u9a7e\u9a76\u6536\u8d39\uff0c\u8c01\u613f\u610f\u4e70\u5355\uff1f<\/strong><\/h2>\n

\u6d88\u8d39\u8005\u5bf9\u8f85\u52a9\u9a7e\u9a76\u7cfb\u7edf\u7684\u4e70\u5355\u610f\u613f\uff0c\u53ef\u4ee5\u4ece\u8f85\u52a9\u9a7e\u9a76\u8f6f\u4ef6\u7cfb\u7edf\u7684\u88c5\u8f66\u6570\u636e\u4e2d\u4e00\u63a2\u7a76\u7adf\u3002<\/p>\n

\u636e\u5171\u7814\u4ea7\u4e1a\u7814\u7a76\u9662\u7edf\u8ba1\uff0c2022\u5e74\uff0c\u6211\u56fd\u5728\u552e\u65b0\u8f66L2\u548cL3\u7684\u6e17\u900f\u7387\u5206\u522b\u4e3a35%\u548c9%\uff0c2023\u5e74\u9884\u8ba1\u5c06\u8fbe\u523051%\u548c20%\u3002\u4e0d\u8fc7\uff0c\u88c5\u8f66\u6e17\u900f\u7387\u3001\u8f66\u4e3b\u9009\u88c5\u7387\u548c\u5b9e\u9645\u4f7f\u7528\u7387\u8fd9\u4e09\u4e2a\u6307\u6807\u5e76\u4e0d\u5b8c\u5168\u76f8\u540c\uff0c\u751a\u81f3\u53ef\u4ee5\u8bf4\u662f\u9010\u4e00\u9012\u51cf\u7684\u3002<\/p>\n

\u4ee5\u5c0f\u9e4f\u6c7d\u8f66\u4e3a\u4f8b\uff0c\u622a\u81f32021\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u5176\u8f85\u52a9\u9a7e\u9a76\u7cfb\u7edfXPILOT 3.0\u7684\u9009\u88c5\u7387\u4e3a20%\uff0c\u800c\u636e36\u6c2a\u884c\u4e1a\u76d1\u6d4b\u6570\u636e\u663e\u793a\uff0c\u540c\u671f\u8be5\u529f\u80fd\u7684\u5b9e\u9645\u4f7f\u7528\u7387\u4ec5\u670910%\u5de6\u53f3\u3002<\/p>\n

<\/figure>\n

\u5c0f\u9e4f\u81ea\u52a8\u9a7e\u9a76\u7cfb\u7edf\u611f\u77e5\u57ce\u5e02\u8857\u9053\uff0c\u56fe\u6e90\u5c0f\u9e4f\u6c7d\u8f66\u5b98\u7f51<\/p>\n

\u518d\u4ece\u851a\u5c0f\u7406\u5404\u81ea\u516c\u5e03\u76842022\u5e74\u6625\u8282\u671f\u95f4\u51fa\u884c\u62a5\u544a\u6765\u770b\uff0c\u56fd\u5185\u8f66\u4e3b\u5bf9\u8f85\u52a9\u9a7e\u9a76\u7684\u4f7f\u7528\u7a0b\u5ea6\u4f9d\u65e7\u4e0d\u9ad8\u3002\u62a5\u544a\u671f\u95f4\uff0c\u851a\u6765\u8f66\u4e3b\u3001\u5c0f\u9e4f\u8f66\u4e3b\u3001\u7406\u60f3\u8f66\u4e3b\u7684\u667a\u80fd\u9a7e\u9a76\u4f7f\u7528\u7387\u5206\u522b\u4e3a13.12%\u30018.09%\u548c3.70%\u3002<\/strong><\/p>\n

\u76f4\u52302022\u5e74\u201c\u5341\u4e00\u201d\u671f\u95f4\uff0c\u4ee5\u6beb\u672b\u667a\u884c\u7684\u6570\u636e\u4e3a\u4f8b\uff0c\u642d\u8f7d\u6beb\u672b\u8f85\u52a9\u9a7e\u9a76\u8f66\u578b\u7684\u603b\u91cc\u7a0b\u662f916.96\u4e07\u516c\u91cc\uff0c\u5176\u4e2d\u5728\u8f85\u52a9\u9a7e\u9a76\u5f00\u542f\u72b6\u6001\u4e0b\u7684\u603b\u91cc\u7a0b\u662f113.44\u4e07\u516c\u91cc\uff0c\u6574\u4f53\u7684\u4f7f\u7528\u7387\u4ec5\u4e3a12.4%\u3002<\/p>\n

\u7531\u4e0a\u53ef\u4ee5\u770b\u51fa\uff0c\u968f\u7740\u65f6\u95f4\u8fc1\u79fb\uff0c\u6d88\u8d39\u8005\u5bf9\u4e8e\u81ea\u52a8\u8f85\u52a9\u9a7e\u9a76\u7684\u63a5\u53d7\u5ea6\u6b63\u5728\u8fdb\u4e00\u6b65\u63d0\u5347\uff0c\u4f46\u6574\u4f53\u4efd\u989d\u6765\u770b\u5e76\u4e0d\u7b97\u592a\u9ad8\uff0c\u8fd9\u80cc\u540e\u53cd\u6620\u7740\u6211\u56fd\u81ea\u52a8\u9a7e\u9a76\u884c\u4e1a\u7684\u53d1\u5c55\uff0c\u4ecd\u5904\u4e8e\u666e\u53ca\u65e9\u671f\u3002<\/strong><\/p>\n

\u4e0d\u4ec5\u662f\u56fd\u5185\uff0c\u7387\u5148\u5728\u5168\u7403\u8303\u56f4\u5185\u5f00\u542f\u81ea\u52a8\u9a7e\u9a76\u6536\u8d39\u6a21\u5f0f\u7684\u7279\u65af\u62c9\uff0c\u5b9e\u9645\u8868\u73b0\u4e5f\u5e76\u4e0d\u5982\u610f\u3002Troy Teslike\u6570\u636e\u663e\u793a\uff0c\u7531\u4e8eFSD\u6b63\u5f0f\u7248\u4e45\u672a\u63a8\u51fa\uff0c2022\u5e74Q3\u7279\u65af\u62c9FSD\u7684\u5168\u7403\u4f7f\u7528\u7387\uff08take rate\uff09\u964d\u4e3a\u7ea67.4%\uff0c\u8f832021\u5e7411%\u7684\u4f7f\u7528\u7387\u8fd8\u964d\u4f4e\u4e86\u6574\u65743.6\u4e2a\u767e\u5206\u70b9\u3002<\/p>\n

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\u4e5f\u5c31\u662f\u8bf4\uff0c\u76ee\u524d\u56fd\u5185\u8f85\u52a9\u9a7e\u9a76\u8fd8\u4e0d\u80fd\u5b9e\u73b0\u8f66\u4e3b\u6240\u5173\u6ce8\u7684\u8bf8\u591a\u5173\u952e\u529f\u80fd\u3001\u9ad8\u7ea7\u522b\u81ea\u52a8\u9a7e\u9a76\u53c8\u5c1a\u672a\u6210\u719f\uff0c\u5176\u6536\u8d39\u4ef7\u683c\u4e0e\u6d88\u8d39\u8005\u4f53\u9a8c\u6539\u5584\u5b58\u5728\u77db\u76fe\uff0c\u4ea7\u54c1\u5e76\u4e0d\u80fd\u8ba9\u6d88\u8d39\u8005\u611f\u89c9\u5230\u7269\u6709\u6240\u503c\u3002<\/p>\n

\u7ed3\u5408\u56fd\u5185\u81ea\u52a8\u9a7e\u9a76\u7684\u53d1\u5c55\u73b0\u72b6\u6765\u770b\uff0c\u8f85\u52a9\u9a7e\u9a76\u6536\u8d39\u201c\u7269\u975e\u6240\u503c\u201d\u53ef\u8fdb\u4e00\u6b65\u4f53\u73b0\u4e3a\u4e09\u70b9\uff1a\u4f7f\u7528\u573a\u666f\u5355\u8584\u3001\u6280\u672f\u843d\u5730\u7ec6\u8282\u548c\u6210\u719f\u5ea6\u6709\u5f85\u9a8c\u8bc1\u3001\u6210\u672c\u4ecd\u6709\u8f83\u5927\u4e0b\u964d\u7a7a\u95f4\u3002<\/strong><\/p>\n

\u9996\u5148\uff0c\u6536\u8d39\u7684\u8f85\u52a9\u9a7e\u9a76\u53ef\u6309\u573a\u666f\u5206\u4e3a\u4e24\u4e2a\u5c42\u7ea7\uff0c\u8f83\u4f4e\u5c42\u7ea7\u7684\u8f85\u52a9\u9a7e\u9a76\u4ee5\u9ad8\u901f\u9886\u822a\u8f85\u52a9\u4e3a\u6838\u5fc3\uff0c\u8f83\u9ad8\u5c42\u7ea7\u5219\u4e3b\u6253L3\u7ea7\u7684\u57ce\u533a\u9886\u822a\u8f85\u52a9\u9a7e\u9a76\u3002<\/p>\n

\u76ee\u524d\uff0c\u8fdb\u5ea6\u8f83\u5feb\u7684\u4f01\u4e1a\uff08\u4ee5\u534e\u4e3a\u548c\u5c0f\u9e4f\u4e3a\u4ee3\u8868\uff09\u5df2\u7ecf\u5f00\u59cb\u843d\u5730\u57ce\u533a\u9886\u822a\u8f85\u52a9\u9a7e\u9a76\uff0c\u8fdb\u5ea6\u8f83\u6162\u7684\u8f66\u4f01\u5219\u4f9d\u65e7\u5728\u4f18\u5316\u9ad8\u901f\u9886\u822a\u8f85\u52a9\u9a7e\u9a76\u3002\u5bf9\u4e8e\u9700\u6c42\u96c6\u4e2d\u5728\u65e5\u5e38\u57ce\u533a\u901a\u52e4\u7684\u5927\u591a\u6570\u4e58\u7528\u8f66\u8f66\u4e3b\u800c\u8a00\uff0c\u9ad8\u901f\u9886\u822a\u7684\u4f7f\u7528\u9891\u7387\u5e76\u4e0d\u9ad8\uff0c\u56e0\u6b64\u53ea\u6709\u80fd\u540c\u65f6\u6ee1\u8db3\u57ce\u533a\u3001\u9ad8\u901f\u7b49\u591a\u5143\u573a\u666f\u7684\u8f85\u52a9\u9a7e\u9a76\u7cfb\u7edf\u6216\u8bb8\u624d\u80fd\u5f97\u5230\u66f4\u591a\u6d88\u8d39\u8005\u7684\u9752\u7750\u3002<\/p>\n

<\/figure>\n

\u963f\u7ef4\u585411\u642d\u8f7d\u4e86\u534e\u4e3a\u57ce\u5e02\u9886\u822a\u8f85\u52a9\u9a7e\u9a76\u7cfb\u7edf\uff0c\u56fe\u6e90\u963f\u7ef4\u5854\u5b98\u7f51<\/p>\n

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