Core Viewpoint - The integration of AI technology with the automotive industry is at a historic turning point, with significant advancements expected in smart driving and smart cockpit systems driven by AI models [3][4]. Group 1: Industry Trends - Major industry players like OpenAI, Qualcomm, Huawei, and Alibaba are actively discussing trends in edge AI and computing power growth [3]. - The automotive sector is increasingly merging AI technology, with a focus on enhancing user experience through intelligent driving and cockpit systems [3][4]. Group 2: Company Strategy - The company aims to release an L4-level smart driving solution by mid-next year and collaborate with Geely to develop dedicated hardware for Robotaxi [4]. - Plans include launching a commercial Robotaxi service in 10 cities globally within the next 18 months, with over 1,000 Robotaxis deployed in a single city to achieve commercialization [4]. Group 3: Technical Insights - The current size of mainstream in-vehicle intelligent driving models is in the 10 billion parameter range, while large language models range from 100 to 1,000 billion parameters [4]. - The company identifies a significant growth opportunity in applying large language models and multi-modal models to intelligent driving, which could unlock substantial incremental value [4][5]. Group 4: Challenges and Considerations - The industry faces challenges in computing power and data availability, with current in-vehicle computing capabilities limited compared to cloud computing [5]. - There is a belief that the industry is overly focused on chips, as AI chips are simpler in design compared to traditional CPUs and GPUs, and the future lies in sustainable business models rather than just chip production [5][6].
千里科技董事长印奇:“亿级出货”是芯片可持续迭代的关键