3 6 Ke·2025-09-28 23:58Core Viewpoint - The automotive industry is witnessing a significant shift from LiDAR-based systems to pure vision-based systems for autonomous driving, with companies like Xpeng leading this transition, which has drawn attention from industry leaders like Elon Musk [1][4][5]. Group 1: Transition from LiDAR to Vision - Xpeng is currently the only major automaker transitioning from LiDAR to a pure vision approach, which is a notable reason for Musk's humorous response [5]. - The decision to remove LiDAR from Xpeng's vehicles is based on the belief that advanced AI systems can operate effectively using only visual data, as LiDAR data cannot be integrated into their new AI models [7][15]. - Xpeng's AI Eagle Eye system has demonstrated significant computational power, with models like the G7 achieving 2200 TOPS, which supports complex tasks necessary for autonomous driving [11][32]. Group 2: Computational Power and AI - The computational requirements for pure vision systems are substantial, as they must process large volumes of data from cameras to perform tasks like lane keeping and object recognition [11][12]. - The evolution of AI algorithms, from CNN to Transformer models, necessitates high computational power to ensure smooth operation of advanced driving systems [11][15]. - Xpeng's previous use of LiDAR was primarily to compensate for earlier computational limitations, but advancements have allowed them to confidently move to a vision-only approach [12][32]. Group 3: Industry Perspectives on LiDAR - Many domestic brands continue to favor LiDAR due to its superior performance in challenging lighting conditions, which enhances safety and reliability in autonomous driving [18][19]. - The integration of LiDAR has been shown to reduce accident rates significantly, reinforcing its value in safety-critical applications [20]. - Despite the trend towards vision systems, the automotive industry is likely to see a coexistence of both LiDAR and vision technologies, as each has its unique advantages [32]. Group 4: Market Dynamics and Consumer Preferences - Consumers prioritize the overall driving experience and safety features over the specific technologies used, indicating that the market will reward effective solutions regardless of the underlying technology [31]. - The ongoing competition between LiDAR and vision-based systems reflects a broader technological evolution, with the ultimate goal of providing the best consumer experience [32].