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首个转型AI公司的新势力,在全球AI顶会展示下一代自动驾驶模型
机器之心· 2025-06-17 04:50
Core Viewpoint - The article emphasizes the significance of high computing power, large models, and extensive data in achieving Level 3 (L3) autonomous driving, highlighting the advancements made by XPeng with its G7 model and its proprietary AI chips [3][18][19]. Group 1: Technological Advancements - XPeng's G7 is the world's first L3 level AI car, featuring three self-developed Turing AI chips with over 2200 TOPS of effective computing power [3][18]. - The G7 introduces the VLA-OL model, which incorporates a "motion brain" for decision-making in intelligent assisted driving [4]. - The VLM (Vision Large Model) serves as the AI brain for vehicle perception, enabling new interaction capabilities and future functionalities like local chat and multi-language support [5][19]. Group 2: Industry Positioning - XPeng was the only invited Chinese car company to present at the global computer vision conference CVPR 2025, showcasing its advancements in autonomous driving models [6][13]. - The company has established a comprehensive system from computing power to algorithms and data, positioning itself as a leader in the autonomous driving sector [8][18]. Group 3: Model Development and Training - The next-generation autonomous driving base model developed by XPeng has a parameter scale of 72 billion and has been trained on over 20 million video clips [20]. - The model utilizes a large language model backbone and extensive multimodal driving data, enhancing its capabilities in visual understanding and reasoning [20][21]. - XPeng employs a distillation approach to adapt large models for vehicle-side deployment, ensuring core capabilities are retained while optimizing performance [27][28]. Group 4: Future Directions - The development of a world model is underway, which will simulate real-world conditions and enhance the feedback loop for continuous learning [36][41]. - XPeng aims to leverage its AI advancements not only for autonomous driving but also for AI robots and flying cars in the future [43][64]. - The transition to an AI company involves building a robust AI infrastructure, with a focus on optimizing the entire production process from cloud to vehicle [50][62].
人形机器人专题:智能驾驶和人形机器人培训专题
Sou Hu Cai Jing· 2025-04-16 11:10
今天分享的是:人形机器人专题:智能驾驶和人形机器人培训专题 报告共计:34页 国金证券发布的这份培训专题聚焦智能驾驶和人形机器人领域,深入剖析其产业趋势、市场格局及供应链发展情况。在智能驾驶方面,高阶智驾正迈向爆发 式增长,2025年渗透率预计达15%以上,未来2 - 3年有望突破70%,这将改变整车格局,全栈自研模式因数据和算力优势领先,20 - 40万价格带市场受其影 响加速出清 。Robotaxi也迎来关键转折点,2025年成本有望与网约车持平,自运营和金三角模式各有优劣,滴滴等兼具两种模式的企业或更具竞争力。智能 驾驶芯片、激光雷达和传感器清洗赛道,因政策、技术和市场需求推动,成为供应链中的高价值增量赛道,地平线、禾赛科技等企业表现突出 。人形机器 人领域,在特斯拉等龙头引领下,2025年将迎来量产的0 - 1突破,2027年有望在一般商业场景具备经济性,"中国供应链 + 高成本场景"的需求预计率先兑 现。从供应链来看,灵巧手、丝杠、传感器等赛道因高价值量和高壁垒成为核心赛道。以灵巧手为例,其零部件成本占比高,未来降本空间大,相关供应商 发展潜力大;丝杠的研发和设备国产化正逐步推进,PEEK材料在人形 ...
独家丨哪吒汽车智驾高级总监王俊平加入商汤绝影
雷峰网· 2025-03-24 10:04
Core Viewpoint - SenseTime's R-UniAD end-to-end autonomous driving solution is set to be unveiled at the Shanghai Auto Show in April, with real vehicle deployment completed and expected delivery by the end of the year [1][3]. Group 1: Company Developments - Wang Junping, former senior director of intelligent driving at Nezha Auto, joined SenseTime's autonomous driving division in February 2023, previously being part of Baidu's intelligent driving team [2]. - SenseTime has been collaborating with Nezha Auto since September 2021, focusing on intelligent driving and smart cockpit technologies [2]. - Wang Weibao, who took over from Shijianping as the head of intelligent driving, joined SenseTime at the end of 2023 and has a background in Apple's autonomous driving team and as CTO at New Stone Unmanned Vehicle Company [3]. Group 2: Industry Context - The autonomous driving sector is experiencing intensified competition, particularly for companies not in the top tier, highlighting the challenges faced by solution providers [3]. - SenseTime collaborates with over 30 automotive companies, including GAC, BYD, Honda, and NIO, with solutions already deployed in models like the Haobo and Nezha's super sedan [3].
晚点独家丨易航智能获北汽等数亿元 C 轮融资,将使用地平线 J6 开发智驾方案
晚点LatePost· 2024-09-28 12:08
以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 目前主要服务北汽、上汽大通等车企。 文丨赵宇 编辑丨 程曼祺 我们独家获悉,智能驾驶供应商易航智能近日完成数亿元 C 轮融资,由北汽产投、浙江金控投资公司、德 清产投、财通资本联合投资。其中,浙江金控投资公司为浙江省级投资平台,德清产投为湖州德清县级投 资平台。 北汽在 2022 年与易航智能达成合作,主打越野车的北汽 BJ40 系列车型已搭载易航智能的 L2 级前视一体 机(集成摄像头等传感器的硬件套件)和 L2+ 级高速 NOA 方案。 易航智能称,本轮融资后,易航智能或将为北汽集团旗下 BEIJING、极狐品牌的车型开发智驾方案。 浙江德清县政府则正在招引智驾项目,打造智能驾驶示范区。蔚来激光雷达供应商图达通的一条产线和港口 无人驾驶公司斯年智驾总部基地已落地德清。 易航智能由陈禹行于 2015 年 8 月创立。他博士毕业于吉林大学车辆工程专业,师从中国工程院院士郭孔辉, 郭孔辉也是空气悬架公司浙江孔辉的前身 "长春孔辉" 的创始人;在美国加州伯克利大学交流期间,陈禹行还 ...
中国智驾人才流动盘点:去留之间,公司沉浮
晚点LatePost· 2024-08-01 15:02
以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 "有了人才之后,其他东西都会有。" 文丨赵宇 张家豪 制图丨黄帧昕 编辑丨 程曼祺 宋玮 "有了人才之后,其他东西都会有。" 一位曾在美国硅谷工作多年的自动驾驶从业者说,自动驾驶是人才密 集型产业。人才的流动直接影响一家公司的发展势头,也指示着整个行业的风向变化。 自动驾驶人才流动的最新一个例子是小鹏向英伟达的 "输血"。自小鹏前自动驾驶副总裁吴新宙去年 8 月加 入英伟达后,12 个月里,至少 6 位小鹏技术人员加入英伟达。 芯片巨头英伟达下场做方案,希望成为垂直整合的智能驾驶 Tier 1(一级供应商)。2023 年下半年,英伟 达也把目光投向了全球智驾人才最丰富、实践经验最多的中国,开始在这里组建智驾方案团队,希望挽救 进展缓慢的智驾业务。 有同样野心的还有高通、地平线等跨界选手。2022 年,高通收购了瑞典智能驾驶技术服务商 Arriver,将 其计算机视觉、驾驶辅助等资产整合进自身业务;地平线则招募了原华为智能驾驶产品部部长苏箐,基于 征程 6 开发高阶智能驾驶方案。 ...