未来智造局 | 智能辅助驾驶，是否正在陷入瓶颈？

Core Viewpoint - The smart assisted driving industry in China is experiencing rapid growth, with over 5,500 companies involved, but transitioning from smart assistance to fully autonomous driving remains a significant challenge [1] Industry Insights - The testing of over 30 mainstream models by Dongchedi has sparked widespread attention and debate regarding the capabilities of smart assisted driving technologies [2] - Domestic companies like Huawei and Momenta are utilizing multi-sensor visual fusion solutions, combining lidar and cameras, to enhance decision-making models, addressing limitations of Tesla's purely visual approach [2] - Data accumulation is crucial for the advancement of smart assisted driving technologies, with companies like BYD generating over 30 million kilometers of "smart driving" data daily, creating the largest vehicle cloud database in China [3] Technology Limitations - Current smart assisted driving systems are still classified as Level 2, providing only assistance rather than full autonomy, with the responsibility remaining on human drivers [5][7] - The AI's learning capabilities are limited, as it relies on data fitting rather than the dynamic knowledge restructuring that humans can perform [4][8] - Despite advancements, the public remains cautious about the safety of smart assisted driving systems, especially following recent accidents involving companies like Xiaomi and Tesla [3][4] Market Opportunities - The operational domain for autonomous vehicles, particularly in the work vehicle sector, is seen as a potential breakthrough for smart driving applications, with significant commercial prospects [9] - Companies like Waymo and Baidu have demonstrated successful commercial operations of Level 4 autonomous vehicles in complex urban environments, indicating progress in the field [6][7]