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华为产业链相关整车行业深度报告：内外兼修，合作破局-20230702-光大证券

行业研究内外兼修，合作破局——华为产业链相关整车行业深度报告要点华为的硬实力：软硬件全栈自研。华为深耕汽车领域保持高研发投入，截至2022 年底累计研发投入超过 200 亿元。针对汽车领域构建云服务、智能互联、智能能源、智能网联以及智能驾驶的生态化布局。传感器：具备领先行业的激光雷达等硬件传感器量产能力，产品已经过多次测试并适配于国内复杂路况。芯片：保持车规级芯片的产品认证周期优势、以及高算

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