地平线苏箐：未来三年 自动驾驶行业将告别范式迭代狂飙

Core Insights - The autonomous driving industry is expected to transition from rapid paradigm shifts to a phase of extreme optimization over the next three years, as stated by a veteran in the field [2][3] - The release of FSD V12 in 2024 is seen as a watershed moment for the industry, marking a significant technological breakthrough that could resolve long-standing bottlenecks [2][3] - Current deep learning technologies are showing signs of reaching their limits, and without breakthroughs in AGI theory, the industry may face a prolonged period of optimization rather than innovation [3][4] Industry Trends - The FSD V12's end-to-end architecture breaks existing barriers by extending deep learning applications from perception to decision-making, completing a technological revolution [3] - The paradigm shift allows for shared development frameworks and sensor configurations between L2 and L4 systems, enhancing collaboration and efficiency [3] - The industry is advised to focus on maximizing the potential of existing technologies, with an emphasis on improving chip performance and model capacity [4] Strategic Directions - The company plans to achieve a tenfold increase in computing power for each generation of AD products, supporting a tenfold scale of system evolution [3] - There is a focus on making L2 systems accessible to a broader market, targeting a price point that allows for wider adoption [4] - The ultimate goal remains to create machines that can replace human drivers, emphasizing the importance of endurance and precision in the industry’s long-term efforts [4]