Seize The Commanding Height Of Automobile In The Next Ten Years: The Explosion Of Automatic Driving In 2020

From the crazy promotion of intelligent electric vehicle valuation in the capital market to the optimistic forecast of the future in the industry, it is not too much to call 2020 the first year of the outbreak of automatic driving behind the high prosperity of the industry.

Until the end of the year, the relevant news was still in an endless stream. Recently, Baidu, apple and other Internet technology giants have said they want to "build cars". Apple has been exposed to have put forward stock requirements for auto parts manufacturers such as heta, FTU, Heqin and Futian, and is expected to release new cars in September 2021. Baidu also had "scandals" with several auto makers, but Baidu said it would not comment on market rumors.

In addition to the news of big technology companies, start-up companies also continue to raise funds. On December 23, Wenyuan Zhixing announced the completion of Yutong group's strategic investment of 200 million U.S. dollars in B1 round, which is also the largest single investment in the field of automatic driving by Chinese engine manufacturers.

"We believe that intelligent interactive system and intelligent cockpit system will become the standard configuration of future vehicles." Recently, in an interview with the 21st century economic reporter, Li Zhenyu, vice president of Baidu group and general manager of intelligent driving business group, judged, "at the same time, automatic driving will become the decisive commanding point for the future development of intelligent cars. In the past year, driverless policies and regulations have exceeded the overall imagination of the industry, and now it is basically irresistible. "

Automatic driving will become the decisive commanding point for the future development of intelligent vehicles. Figure IC Photo

Industry warming up

This year, the capital market is crazy about the pursuit of intelligent electric vehicles.

As of December 28, the stock prices of Tesla and Weilai have increased by 690.97% and 1038.56% respectively compared with the beginning of the year. The current stock prices of Xiaopeng automobile and ideal automobile, which went to the U.S. stock market this year, have increased by 179.13% and 154.96% compared with the issuance price.

Behind the "new force of car making" becoming the favorite of capital, the popularity of automatic driving technology closely related to it attracts more attention. "The current momentum of autonomous cars has overtaken that of electric vehicles." Li Zhenyu said, "during this year's Beijing auto show, the voice of new energy electrification has been less, and the industry is basically talking about intelligence."

In fact, auto driving related news this year has particularly affected the capital nerves. On December 15, a rumor about Baidu's car making was brewing, which pushed Baidu's share price up 13.83% on the same day. Baidu shares rose 26.53% in a week after the Apollo ecological conference "show muscle".

Apple's share price rose nearly 3% on the same day after the news of car building recently, which led to a sharp rise in the supply chain share price. Data shows that by 2020, Apple's patent technology in the automotive field has covered automatic driving, charging, vehicle system, structural optimization and other aspects. From 2016 to 2019, the proportion of Apple's intelligent driving system and vehicle hardware innovation design patents increased from 22% and 11% to 41% and 37% respectively.

It is not only the enthusiasm of the capital market, but also the beginning of this year's self driving out of the "laboratory" and truly facing the public. In October this year, after Changsha, Cangzhou and other experience cities, Baidu's automatic taxi service (robotaxi) officially opened in Beijing, the first tier city. Beijing users can directly place orders and try to take automatic driving taxi service free of charge at dozens of auto driving taxi stations in Beijing Economic and Technological Development Zone, Haidian District and Shunyi district.

"It's too hot to make an appointment." Some users said during the first week of experience. According to the 21st century economic report, at that time, the highest number of orders received by a certain site exceeded 600 in a single day.

Didi also opened its automatic driving service to the public for the first time in June this year. Users can sign up online through didi app. After passing the examination, they will be able to call automatic driving vehicles for test ride experience in Shanghai for free.

It should be noted that in the current wave of software defined cars, the energy of large technology companies entering the field of intelligent driving can not be underestimated. At present, Huawei has launched five products including intelligent driving, intelligent cockpit, intelligent electric, intelligent Internet connection and intelligent car cloud, while Baidu Apollo has launched LEGO solutions, including four series of "intelligent driving, intelligent cabin, intelligent map and Intelligent Cloud".

"At present, China's intelligent driving industry is in the stage from L2 to L3. From the perspective of intelligent driving output planning of some domestic main engine plants and new forces of vehicle manufacturing, 2020-2022 is the planning stage for mass production of L3 level automatic driving of most automobile enterprises, and the industry boom is high." West China Securities research team said.

The explosion point is coming

Autopilot is hot this year, but it is still a long-term proposition. Zoom to next year. What's the explosion point?

Autonomous parking may be one of them. In the baidu Apollo ecological exhibition area held earlier this month, Weima automobile brought its third intelligent pure electric SUV. According to reports, the vehicle is equipped with "cloud AVP" jointly developed by Weima and Baidu Apollo, which can realize L4 level automatic driving ability in parking scenes.

Through the AVP system, users only need to park their vehicles at the entrance of the parking lot. After that, the vehicle will automatically drive into the parking lot in the unmanned state, looking for and parking in the parking space. When you need to pick up the car, you only need to operate it on the mobile phone, and the vehicle will automatically drive out to the user.

According to the staff, the cost of the car is about 200000 yuan. At present, the test vehicle has been put into trial operation in Baidu Park, and it is expected that the test vehicle will be put into mass production in the first half of next year as soon as possible. It will also become the world's first autonomous parking vehicle, with a parking success rate of 95% -- compared with less than 30% in the industry.

"In fact, some drivers will think driving is fun, but no one will find parking fun." Li Zhenyu told the 21st century economic reporter that there is reason to believe that the autonomous unmanned parking function is expected to attract great attention.

In addition, in terms of technical realization, after a long time of road test with safety personnel, the industry began to think about how to transform into a real "unmanned vehicle". At the baidu World Conference in September this year, baidu released Apollo's "5g cloud driving" function: when an unmanned vehicle encounters a difficult roadblock, it can turn to "5g cloud driving" for help, and the cloud driving driver in the background control cabin can take over immediately and remotely control the vehicle to return to normal driving. Autox recently released a fully unmanned, non remote control robotaxi team, also marks the direction of this effort.

The policy level is also in continuous progress. This month, the Beijing Joint Working Group on automatic driving test management issued the first batch of five unmanned road test (phase I) notices to Baidu Apollo, which is the first time that Beijing allows test subjects to conduct unmanned automatic driving tests on open roads. Baidu unmanned vehicle, which received the notice, can "Cancel" the safety officer sitting in the main driver's seat during the test.

"In the past year, policies and regulations on driverless driving have crossed the gap, such as the test permission for unmanned road test, which is beyond the overall imagination." "If there was no consensus in the industry last year (for driverless driving), it is now an unstoppable process," Li said

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