The First Year Of Advanced Automatic Driving Has Arrived?

"We think this year must be the first year of high-level autonomous driving." On April 17, Liu Yu, chairman of BAIC Blue Valley, said in an interview with 21st century economic reporter.

On the same day, the alpha s of arcfox, a high-end brand of BAIC new energy, was listed on the market. Among them, the hi version of alpha s Huawei will carry Huawei's automatic driving technology and Hongmeng OS, and use three laser radars. The official said that the car can realize automatic driving without intervention on 1000 km urban roads.

In addition to the hi version of the alpha s Huawei, a number of car companies have displayed the models with high-level automatic driving function at 2021 Shanghai auto show. For example, Weilai et7, Xiaopeng P5, Weima W6, etc.

However, whether Weima claims that Weima W6 has "L4 level automatic driving" or arcfox alpha s "urban 1000 km non intervention automatic driving", there are doubts in the industry.

The consensus in the industry is that L2 + and the realization of some L4 functions have become the main path for auto driving technology to be gradually implemented. The real sense of L4 high-level automatic driving, still need a long time to achieve.

Of course, in any case, with the progress of hardware, the improvement of technology and the accumulation of data, intelligent cars are accelerating towards high-level automatic driving.

In the opinion of he Xiaopeng, chairman of Xiaopeng automobile, from now on, a new spring and autumn era of intelligent cars will come.

In 2021 Shanghai auto show, polar fox alpha s is equipped with Huawei Huawei ads advanced automatic driving system. Visual China

Automatic driving

On the evening of April 16, Weima automobile launched its third SUV, Weima W6. At the scene of the press conference, Weima W6 went on the stage without a driver or safety officer in the car.

Shen Hui, chairman of Weima automobile, said at the scene that Weima W6 took the lead in realizing L4 level unmanned driving in the industry.

It is understood that Weima W6 is jointly developed by Weima and Baidu Apollo platform. In the electronic and electrical architecture, gateway, domain controller, voice interaction, scene experience and other aspects of the new design. A total of 24 sensors are deployed, including 5 77GHz millimeter wave radar, 7 cameras and 12 ultrasonic radars.

Of course, Weima also gives the limited conditions of "limited scene" for W6 "L4 automatic driving" function.

"It will take a long time, at least 10 years or more, to realize the full scene driverless, and certainly not a car company can do it. Let alone Weima, such a small start-up enterprise, even if a huge public can't make it, this is a very big topic." On April 17, Shen Hui said in an interview.

On April 17, the hi version of alpha s, which was jointly built by Huawei and arcfox, also started pre-sale. Among them, the price of the basic version with Huawei ads automatic driving function on expressway is 388900 yuan, and the high-level version with full automatic driving function of Huawei ads (including urban area, high-speed, valet parking, etc.) is 429900 yuan. The new car is expected to be delivered in the fourth quarter of this year.

Alpha s Huawei hi version is equipped with Huawei ads high-level automatic driving full stack solution. According to the official report, this set of L4 ~ L2 + level automatic driving stack solution is based on the L4 level automatic driving architecture.

In terms of hardware, the hi version of alpha s Huawei uses 3 lidars, 13 cameras, 6 millimeter wave radars and 12 ultrasonic radars. In addition, the super central supercomputing ADCSC of the alpha s Huawei hi version can support 400tops / 800tops computing power.

Because it still takes a long time for high-precision map to be drawn accurately, there is still a long way to go from the test area to ordinary people's life. It is revealed that car owners in Beijing, Shanghai, Guangzhou and Shenzhen will be able to enjoy the automatic driving system first and second tier cities in succession.

For the L4 level mentioned by automobile enterprises at this stage, Xu Daquan, executive vice president of Bosch China, does not quite agree with it.

"There is no need for security personnel to sit inside. At that time, L4 was the real L4." On April 19, Xu Daquan told reporters of the 21st century economic report.

It is worth noting that in addition to Huawei and Baidu, there are also two other technology companies, Dajiang and Didi, who are showing solutions for autonomous driving at this Shanghai auto show. In addition, traditional parts companies such as Bosch, amborf, Valeo and Hitachi astamo also present technologies such as automatic driving.

The whole automatic driving track is becoming more crowded, competing for time and mass production.

Cooperation school PK self research group

On April 19, SAIC GM Wuling officially announced that the intelligent driving solution provided by Dajiang vehicle will be put into mass production and put on the market within this year.

It is understood that the Dajiang vehicle team started in 2016 and won the first batch of intelligent Internet connected vehicle test plates in Shenzhen in 2018. In 2019, Dajiang vehicle brand will be officially launched, and cooperation with automobile enterprises will be established.

At the 2021 Shanghai auto show, Dajiang car exhibited intelligent solutions for driving scenarios such as Dajiang intelligent driving D80 / D80 +, Dajiang intelligent driving d130 / d130 +, and Dajiang intelligent parking. Specifically speaking, Dajiang intelligent driving D80 series covers the speed range from 0 to 80 km / h, which is suitable for urban expressway and other scenes. Dajiang intelligent driving d130 series covers the speed range of 0 to 130 km / h, which is suitable for highway and other scenes.

In addition, Dajiang has also developed lidar, and Xiaopeng P5 plans to use it in mass production.

On April 19, Didi autopilot launched a new hardware platform, Didi Gemini, at the Shanghai auto show, which comprehensively upgraded and renovated electronic components, vehicle and experience. Equipped with Volvo XC90 redundant model, the new platform can realize multi-layer redundancy in four aspects: core high-performance sensors, on-board automatic driving system, remote assistance system and deep compatibility of front loading mass production vehicles. It will become the main configuration of Didi's new generation automatic driving team.

Although Didi's automatic driving layout is mainly developed for its future travel service, and didi itself has the business needs of developing robotaxi, most technology companies still hope to provide auto driving solutions for automobile enterprises, so as to realize commercialization.

From the current layout of auto driving or intelligent driving, there are three main paths. The first is the self research group represented by Tesla, Weilai, Xiaopeng and ideal, which mainly develops the core technology of automatic driving; The second is the traditional automobile enterprises, mainly through cooperation with traditional auto parts companies and technology companies; The third is similar to arcfox, which is a full stack solution of automatic driving provided by technology companies.

Self research does not mean that we will not cooperate with technology companies. Some parts still need to be purchased from suppliers, and the core work is done by the automobile enterprises themselves.

In the view of Li Bin, chairman of Weilai Automobile Co., Ltd., all software must be self-developed, and the system capability cannot be obtained by cooperation.

Of course, from another point of view, the cooperation with technology companies does not mean that the whole scheme is in the charge of technology companies.

"The algorithm of automatic driving is 100% done by the main engine factory itself. Whether cooperating with Baidu or Huawei, baidu or Huawei will not be allowed to do it; Including strategic planning, it is also done by the main engine factory itself. " Shen Hui said.

From selling hardware to selling software

As software is placed in a more important position in the automotive industry, new business models will emerge.

The automobile intellectualization will change the profit pool of the automobile industry. In the future, it will not only make money for hardware, but also the revenue and profit proportion of software charge will be higher and higher.

Tesla's FSD is packaged and sold in addition to the price of the whole vehicle. At present, the price of the full version of the FSD is 64000 yuan. Huawei and extreme fox cooperation model, but also in the basic version of the price adjustment.

At the beginning of this year, when Weilai et7 was released, Weilai said that the whole series is equipped with nad19 safety and driving assistance functions as standard. The complete functions of NAD will adopt the service subscription mode of "monthly opening and monthly payment", namely adaas (AD as a service), with the service fee of 680 yuan per month. This approach is a bit similar to the monthly service of mobile applications.

On April 20, Li Xiang, chairman of ideal automobile, said that the auxiliary driving and automatic driving of all models of ideal automobile are completely equipped as standard, including software, data service, map service, computational hardware, sensors, etc., and there is no charge for software activation or subscription. No matter what the price of the car, the standard configuration is the same.

It is worth noting that in the field of intelligent Internet connection and automatic driving, how to obtain higher profits and change the previous complete 2B business model are also the problems that supply chain enterprises are thinking about.

Xu Daquan, executive vice president of Bosch China, said that in the past, as a traditional spare parts enterprise, it was very traditional to collect R & D fees and sell parts, most of which was after-sales service.

In Xu Daquan's opinion, it is entirely possible to separate software and hardware, and to share the cost of software upgrade between parts suppliers and main engine manufacturers. However, there is no such mode at this stage.

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