will ai be the next step in the development of new energy vehicles? the ai track has attracted many car companies to join
2024-09-11
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text/yangcheng evening news all-media reporter yan jincheng
photo/provided by the interviewee
looking back at the past decade of development of domestic new energy vehicles, from hundreds of emerging car companies to only a few players left at the table today, the ups and downs of the industry have inevitably made industry insiders sigh that "opportunities are only reserved for extremely rigorous and far-sighted optimists."
the ai wave will rise comprehensively
recently, xiaopeng motors held a 10th anniversary event. looking back on the past 10 years of xiaopeng's car manufacturing, he xiaopeng said: "in the next 10 years, annual sales of 1 million ai cars will be the ticket to the finals." why "cars + ai"? he added: "no one can beat the trend. the market share of fuel vehicles will continue to decline, and the ai wave will rise in an all-round way."
even the "uncle in red" zhou hongyi recently expressed a similar view at the 2024 yabuli entrepreneurs 20th summer annual meeting. he believes that in the next two years, large models will definitely be "installed on the car", allowing the car's intelligence to be upgraded from the artificial intelligence stage to the truly intelligent stage.
car companies should also invest more in ai. what can seizing the opportunity of ai technology bring to the industry? in the context of the current price war in the auto market, car companies are committed to ai empowerment. its potential is far more than the ai intelligent driving function of "what you have, i also have". the competition to create personalized functions of "what you have, i have better" and "what you don't have, i have" has become the focus of all players. for example, some car companies are striving for excellence in pure visual intelligent driving, and some car companies are expanding their territory in building supercomputing centers. for the development of the industry, the most important significance is to shift from "volume price" to "volume value".
at the event, xiaopeng released a new model, xiaopeng mona m03, with a starting price of 119,800 yuan and a top-of-the-line model max version of 155,800 yuan. the name "mona" is taken from the english initials of "made of new ai". in the future, the mona m03 max version will support national intelligent driving functions, including roads within communities/companies, to achieve "door-to-door" automatic driving and 100-meter tracking reversing, and has realized the landing of xiaopeng's end-to-end large model of intelligent driving. it seems that the high-level intelligent driving function is already "capable", but according to xiaopeng's development plan, it is actually only the first stage. in the subsequent ai development stage, xiaopeng is not only expected to launch a new ai eagle eye vision solution in the fourth quarter of this year, but also to achieve an l3 intelligent driving experience of less than 1 takeover per 100 kilometers in the second half of next year, and finally realize true unmanned driving in some low-speed scenarios in 2026.
how ai is actually implemented, and how much practical improvement the "big model on the car" has on driving, are still unknown to consumers. however, according to xiaopeng motors, the mona m03 real car opened store tasting on august 1, and within less than an hour of its launch on august 27, the number of pre-orders exceeded 10,000. at least from the current sales, it is considered a success. after all, there are only a few car companies that can promise high-level intelligent driving within 200,000 yuan.
at the same time, according to he xiaopeng, xiaopeng will deploy ai cars, ai robots, ai chips, ai big models, and flying cars in the future. the first is the self-developed turing chip. he said that this chip is the world's first ai chip, specially customized for ai big models, and was designed for l4 autonomous driving.
many car companies are joining
xiaopeng is not the only company that has gone all in on ai. the ai track has attracted many car companies to join. on july 27, nio, another new car manufacturer, released the shenji nx9031 chip, skyos tianshu vehicle-wide operating system, the banyan 3 intelligent system built on the core underlying capabilities of ai, and the intelligent driving world model nwm and other ai-oriented achievements.
ideal auto also stated that it "wants to become a world-leading ai company" and will continue to work hard on ai. on august 30, at the 2024 chengdu international auto show, ideal auto released the latest progress and future plans for intelligent driving, and announced that the new generation of ideal intelligent driving based on end-to-end and vlm visual language model has officially started recruiting 10,000 people for experience groups. in addition, ideal auto's self-developed intelligent driving chip "schumacher" is also scheduled to be taped out within the year.
the three automakers recently released their financial reports, and their continued heavy investments in ai technology have attracted the attention of the market. according to the latest market data, as of august 29, the nasdaq china golden dragon index rose by 2.63%. ideal auto rose by 10.62%, while nio and xpeng motors rose by more than 6%. the sharp rebound of the three automakers is welcomed by investors, which shows that the investment of new energy automakers in the field of intelligent driving technology is gradually paying off.
in the face of the ever-changing industry development trends, how to use technological innovation to continuously lead development has become a "compulsory course" for the new energy vehicle industry chain. in addition, another technology outlet that the industry is generally optimistic about is solid-state batteries. in the near future, which technology can be truly implemented, or will be presented together, let us wait and see.
