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Research Report: SDV to AI-DV—Comparing Tesla, Toyota, and Chinese OEM Strategies研究报告：从SDV迈向AI-DV，特斯拉、丰田与中国车企战略对比
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- A response.jp research report examines the SDV (Software-Defined Vehicle) transition at Tesla, Toyota, and Chinese OEMs and their further evolution toward "AI-DV" (AI-Defined Vehicle), led by Tesla's full in-house buildout and a Huawei-driven Chinese tech ecosystem; it warns Japanese OEMs have fallen behind and must choose among Tesla's data-driven in-house model, Huawei's ecosystem-standardization model, or traditional mechanical-quality differentiation.
- On strategy, Tesla runs a "first-mover" approach via complete in-house development, Toyota pursues a "safety-equipped late-follower" strategy, and Chinese OEMs fuse smartphone-industry culture with "ultra-fast development."
- On AI-DV progress, Tesla's FSD V12-V14 "End-to-End AI revolution" opened the field, extended by Li Auto's Mind GPT dual system (End-to-End + VLM), XPeng's mass-produced E2E models shifting to mapless pure-camera sensing, and Huawei's Qiankun ADS 3.0/4.0 with WEWA architecture; the report benchmarks the most advanced systems head-to-head, comparing Tesla FSD V14 against Huawei Qiankun ADS 4.0.
- Response.jp发布研究报告，梳理特斯拉、丰田、中国车企的SDV（软件定义汽车）转型，以及由特斯拉全面自研和华为主导的中国科技生态所引领的向"AI-DV"（AI定义型车辆）演进；报告指出日系车企已明显落后，须在特斯拉式数据驱动自研、华为式生态标准化、或传统机械品质差异化三条路线中做出抉择。
- 战略对比上，特斯拉凭借完全自研推行"先发制人"战略，丰田采取兼顾安全性的"后发追赶"战略，中国车企则融合智能手机产业文化、走"爆速开发"路线。
- AI-DV进展上，特斯拉FSD V12至V14的"End-to-End AI革命"率先开拓，中国企业进一步推进——理想汽车Mind GPT的"End-to-End + VLM"双系统、小鹏汽车E2E模型量产并转向无图纯视觉方案、华为乾崑ADS 3.0/4.0与WEWA架构；报告还将最先进系统正面对比，把特斯拉FSD V14与华为乾崑ADS 4.0进行对标。