Mei Ri Jing Ji Xin Wen·2025-11-05 14:50Core Insights - Xiaopeng Motors plans to launch three Robotaxi models in 2026, featuring different seating capacities to meet diverse needs [1] - The Robotaxi will utilize four Turing AI chips, providing 3000 TOPS of effective computing power and designed for L4 autonomous driving [1][4] - Xiaopeng's strategy involves an open SDK for global partners to build a Robotaxi ecosystem, with Amap as the first partner [2] Group 1: Robotaxi Development - Xiaopeng's Robotaxi will adopt a pre-installed production model rather than the common retrofitting approach [2] - The Robotaxi will feature external interaction capabilities, allowing pedestrians to understand the vehicle's actions [2] - The company aims to balance the production of conventional vehicles and Robotaxi models to share BOM costs and R&D expenses [4] Group 2: Advanced Technology - The second-generation VLA model eliminates the "language translation" step, enabling direct generation of action commands from visual signals [5] - This model can utilize vast amounts of real driving video for training without manual data labeling, enhancing its ability to handle edge cases [5] - The second-generation VLA model will also be open-sourced for global commercial partners, with Volkswagen as the first strategic partner [5] Group 3: Future Products - Xiaopeng plans to introduce personal Robo models that will feature L4 and L2 driving capabilities [4] - The company is also set to mass-produce flying cars and humanoid robots, with the flying car designed for a range of over 500 kilometers and a cruising speed exceeding 360 kilometers per hour [5][7] - The humanoid robot will utilize solid-state batteries and three Turing AI chips, with a goal of mass production by the end of 2026 [7] Group 4: Market Potential - The global automotive market is valued at $10 trillion, while the market for robots is projected to reach $20 trillion, indicating a potentially larger growth trajectory for robotics [7] - Xiaopeng anticipates that the growth rate of flying cars will surpass that of traditional automobiles, suggesting a significant shift in market dynamics [7]