XIAOMI(HK:01810) 自动驾驶之心·2025-12-26 01:56Core Viewpoint - The article discusses the competitive landscape of autonomous driving technology, highlighting the different methodologies and ambitions of various companies, particularly focusing on Xiaomi's approach to end-to-end algorithms and the integration of world models and reinforcement learning [4][5][6]. Group 1: Xiaomi's Strategy and Development - Xiaomi's autonomous driving team is focusing on end-to-end development, having established a dedicated department for algorithm and function development in 2024, which is relatively late compared to competitors like Li Auto and NIO [5][6]. - The company has rapidly advanced its technology, pushing out 3 million Clips of end-to-end (HAD) in February 2025 and 10 million Clips in July 2025, with the enhanced version of Xiaomi HAD officially launched at the Guangzhou Auto Show in November 2025 [5][15]. - The enhanced version incorporates a world model and reinforcement learning, allowing the model to simulate experienced drivers and understand the reasoning behind driving actions, thus enhancing its cognitive capabilities [5][6][19]. Group 2: Technical Approaches and Challenges - Xiaomi's approach emphasizes maximizing the "intelligence density" of models, regardless of whether they use VA, WA, or VLA methodologies, indicating a focus on cognitive-driven solutions rather than purely data-driven ones [5][18]. - The integration of world models and reinforcement learning presents challenges, such as ensuring the fidelity of the world model and managing computational efficiency during parallel exploration [6][59]. - Xiaomi's autonomous driving team is structured into three groups, exploring various methodologies, including VLA, WA, and VA, while maintaining a focus on end-to-end solutions [10][30]. Group 3: Industry Context and Competition - The autonomous driving industry is experiencing a "nomenclature overload," with various factions emerging around different technical approaches, leading to ongoing debates about the best methodologies [7][26]. - Xiaomi's rapid growth in its autonomous driving team, which has expanded to over 1,800 members in four years, contrasts with competitors who took longer to build their teams [13][46]. - The company has invested 23.5 billion yuan in R&D by the third quarter of 2025, with a quarter of that allocated to AI development, showcasing its commitment to advancing its autonomous driving capabilities [13][46]. Group 4: User Experience and Market Perception - Xiaomi emphasizes that the ultimate measure of technology is user experience, arguing that advanced technology does not guarantee better user perception or trust [12][24]. - The company acknowledges the pressures and criticisms it faces as a latecomer in the autonomous driving space, asserting the importance of resilience and long-term thinking in overcoming challenges [15][48]. - Xiaomi's strategy includes leveraging its existing infrastructure and data resources from other business units to enhance its autonomous driving capabilities, allowing for rapid development and deployment [44][46].