文远知行创始人:十年内,自动驾驶会赶超人类驾驶员
财富FORTUNE·2025-10-29 13:06

Core Viewpoint - The CEO of WeRide, Han Xu, emphasizes that once people experience Fully Self-Driving (FSD) technology, they will demand it, similar to the transition from Nokia to smartphones [1]. Group 1: Company Expansion and Operations - WeRide's autonomous driving technology has been implemented in 11 countries and over 30 cities globally. Recently, the company launched Robotaxi public operations in Riyadh, Saudi Arabia, in collaboration with Uber [1]. - In China, WeRide has established services in major cities, including Beijing, Shanghai, and Guangzhou, with 24-hour coverage in core urban areas [1]. Group 2: Safety and Public Perception - Han Xu notes that society tends to scrutinize new technologies, especially in the context of accidents involving autonomous vehicles, contrasting it with human-driven incidents that often go unnoticed [2]. - He draws a parallel to the Wright brothers' journey in aviation, highlighting that public acceptance of new inventions often takes longer than their development [2]. Group 3: Cost and Market Viability - The cost of manufacturing a WeRide autonomous vehicle is slightly above $40,000, significantly lower than the Tesla Model X, thanks to China's robust electric vehicle supply chain [4]. - Han Xu outlines a pricing rule for the Robotaxi market: if taxi fares exceed $1 per kilometer, the market is favorable; between $0.5 and $1, optimization is needed; below $0.5 indicates significant challenges [4]. Group 4: Future of Autonomous Driving - The technology is rapidly penetrating the market, but further advancements are necessary, and the integration with consumers will take time. Analysts predict that the reduction in accidents due to autonomous vehicles could lower insurance costs by over 50% in the next 15 years [4]. - Han Xu believes that within ten years, Level 5 autonomous driving capabilities will match those of the best human drivers [4].