何小鹏的AI帝国里，没有激光雷达

Core Viewpoint - Xiaopeng Motors is advancing its AI capabilities by launching new vehicles equipped with self-developed Turing chips, emphasizing a shift to a pure vision approach without LiDAR technology [2][3][4]. Group 1: Vehicle Technology and Specifications - The new Xiaopeng G7 SUV features a Turing chip with an effective computing power equivalent to three NVIDIA Orin X chips, achieving over 2200 Tops, meeting the L3 autonomous driving threshold [2]. - The high-end version of the Xiaopeng Mona M03, launched recently, is equipped with two Orin-X chips, providing a computing power of 508 Tops, which Xiaopeng claims meets the L2 autonomous driving threshold [2]. - Xiaopeng's AI capabilities are based on a large foundation model with 720 billion parameters, which the company believes will enhance its autonomous driving technology [7][10]. Group 2: Shift from LiDAR to Pure Vision - Xiaopeng's leadership argues against the use of LiDAR, citing its limitations such as short range, interference, low frame rates, and poor penetration, opting instead for a pure vision solution [2][4][6]. - The company claims that removing LiDAR saves 20% of perception computing power, allowing for faster model responses and significantly improving safety levels in urban driving scenarios [10][12]. - Xiaopeng's AI Eagle Eye driving solution utilizes high-resolution cameras and advanced technologies to enhance perception capabilities, claiming to outperform human vision in various conditions [10][15]. Group 3: Industry Context and Competitive Landscape - The automotive industry is witnessing a trend where many brands are adopting LiDAR technology, especially after recent accidents, while Xiaopeng remains committed to its pure vision strategy [4][6]. - Xiaopeng's approach is seen as a challenge to the prevailing belief that additional sensors like LiDAR provide safety redundancy, with the company emphasizing computing power as the primary metric for evaluating autonomous driving capabilities [6][18]. - The competition between pure vision and LiDAR solutions is intensifying, with both sides continuously improving their technologies in response to industry demands and criticisms [29][30]. Group 4: Future Outlook and Strategic Intent - Xiaopeng aims to establish itself as a leader in the AI automotive space, with plans to achieve L3 autonomous driving in China by the end of the year and to introduce humanoid robots for industrial applications next year [17][35]. - The company believes that advancements in AI will allow for greater generalization and understanding of unknown scenarios, potentially leading to safer autonomous driving solutions [33][36]. - Xiaopeng's CEO has indicated that the debate over the superiority of pure vision versus LiDAR will conclude by 2027, suggesting confidence in the effectiveness of their technology [36].