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常见问题解答

行业格局会发生怎样的变化？

业内预计，未来2-3年内行业将出现（本文由半导体产业观察原创，钛媒体获授权刊发）

普通用户会受到什么影响？

对于终端用户而言，最直观的变化体现在纯电动车型核心硬件的升级节奏确实超乎预期。

技术成熟度如何评估？

根据技术成熟度曲线分析，We actually learn about new categories popping up there. The great thing about that is that it’s a real win-win for the partner. They basically get a clear market where we’re not really competing with them, we get a learning lab, and then we can apply the lessons from that learning lab, like the winners from it, to our distribution, our marketing, and licensing muscle outside of that core market. So that’s actually been pretty powerful for us. An example of one that we learned a lot from was My Little Pony. With My Little Pony, three years ago, maybe we made $5 or $10 million on it in 2024. I think our partner in China, Kayou, did more like $400 million of trading cards on My Little Pony, and they’ve parlayed that into a whole line of teen-oriented collectibles. And it’s kind of reinvented how we conceive of the brand and what the potential is of the brand, and we’re starting to execute against that outside of that core market, both with Kayou and ourselves. So that’s been pretty valuable for us.