除了政策限制正在有序解除，促使整车厂转向L4的现实推手是供应链。硬件层面，激光雷达成本大幅下降、高算力芯片规模化应用，特别是大模型让智驾研发提速，厂商们发力L4的时机已经成熟。
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The gains illustrate how fundamental design choices compound: batching amortizes async overhead, pull semantics eliminate intermediate buffering, and the freedom for implementations to use synchronous fast paths when data is available immediately all contribute.
A windfall, delayed