LI AUTO(US:LI) 理想TOP2·2025-11-05 10:29Core Viewpoint - The article discusses the evolution and strategic decisions of Li Auto's autonomous driving team, particularly focusing on the development of the VLA (Vision-Language-Action) model, which aims to enhance the driving experience by enabling the system to think like a human rather than merely mimicking driving behavior [3][4][20]. Organizational Changes - On September 19, Li Auto restructured its autonomous driving R&D department into 11 secondary departments to promote a more efficient AI-oriented organization [6]. - The restructuring aims to enhance communication and decision-making efficiency, with all department leaders reporting directly to the head of the autonomous driving team [7]. Technical Development - Li Auto's autonomous driving team initially faced challenges due to late entry into the market, but has since made significant progress by adopting an "end-to-end" approach and now focusing on the VLA model [3][4]. - The VLA model utilizes multi-modal AI to improve the driving experience, emphasizing the system's ability to think and reason [3][4][20]. Industry Reactions - Industry experts, including Huawei and Bosch representatives, have expressed skepticism about the feasibility of the VLA model, citing challenges in multi-modal feature alignment and data training [4][22]. - The criticism from competitors is viewed by Li Auto as validation of the VLA's potential, suggesting that the model's complexity is a necessary step for advancement [20][25]. Future Outlook - Li Auto anticipates that by early next year, significant improvements in the VLA model will be evident, enhancing its competitive position in the autonomous driving market [4][25]. - The company aims to achieve L4 level autonomous driving by 2027, with a focus on building a robust data feedback loop to continuously improve the system's capabilities [43][44].