DynamicPAE团队 投稿 量子位 | 公众号 QbitAI 近日，部分L3级自动驾驶车型已经通过工信部批准正式上路，这标志着这我国自动驾驶产业的新阶段。 然而，假设你正乘坐自动驾驶汽车在高速上行驶，前方道路上出现了一个具有看似正常但实则为恶意生成纹理外观的障碍物，而你的自动驾 驶车辆感知系统可能并未准确识别，可能因错判、漏判引发严重事故。 这类对智能系统具有诱导性且可以在真实世界中复现的纹理，正是 物理对抗样本 （PAE， Physical Adversarial Examples） 。 无论是为发动PAE攻击还是防范PAE攻击，生成足够的PAE样本都至关重要。 目前已有不少方法研究如何生成PAE，但它们往往以静态场景为前提，无法有效应对动态变化 （环境、如光、物体运动等） 的现实环境。 因此，如何实时生成适应不同场景的物理对抗样本，成为智能安全领域亟待解决的问题。 北京航空航天大学等机构提出了 DynamicPAE框架 ，开创性地实现了实时场景感知的动态PAE生成方法。 该方法通过对抗训练中的反馈问题，结合残差引导的对抗模式探索和场景对齐技术，实现了PAE在动态场景中的毫秒级生成。 该工作被 IEEE ...

美国国家公路交通安全管理局(NHTSA)于周二表示，亚马逊(AMZN.US)旗下的自动驾驶部门Zoox正在 美国召回332辆汽车，召回原因是其自动驾驶系统(ADS)软件存在错误。 NHTSA表示，Zoox此次召回的是搭载了12月19日之前发布软件版本的某些自动驾驶系统(ADS)车辆。 当这些车辆接近或处于十字路口时，可能会出现越过黄色中心线的情况，进而驶入或停在迎面车流前 方，这会大幅增加碰撞事故发生的风险。 该机构进一步补充说明，Zoox已为相关车辆免费更新了自动驾驶系统(ADS)软件。回溯至今年5月，该 公司曾发起过一次车辆召回行动，涉及270辆车。就在召回的当月，旧金山发生了一起相关事故，此后 Zoox迅速推送了软件更新，旨在优化对周边行人的追踪功能，同时确保在有人靠近车辆时，车辆能够 保持静止状态，不再移动。 今年8月，NHTSA正式批准Zoox的车辆开展示范运行，同时结束了自2022年以来针对其是否符合联邦相 关要求所展开的调查工作。 ...

Policy Highlights - The Ministry of Industry and Information Technology (MIIT) has released the 2025 automotive standardization work points, focusing on enhancing the safety of new energy vehicles, strengthening standards for intelligent connected vehicles, and accelerating the revision of automotive chip standards [1][2] - The work points emphasize the need to improve the safety level of new energy vehicles, particularly in terms of battery safety and convenience, and to establish a safety baseline for autonomous driving systems [3][4] Focus Areas - **Battery Safety**: The work points highlight the importance of improving the safety and convenience of power batteries, including the review and approval of standards for battery durability and thermal management systems, as well as the development of standards for solid-state batteries and battery labeling [3] - **Autonomous Driving Safety**: There is a strong emphasis on establishing safety standards for autonomous driving systems, including the revision of standards for lane-keeping assistance and the development of standards for parking assistance systems [4] - **Chip Standards**: The work points call for the acceleration of the revision of automotive chip standards, including the implementation of standards for safety chips and power drive chips, to address the industry's challenges related to chip shortages [5] Industry Analysis - The frequent mention of "safety" in the 2025 automotive standardization work points indicates a strong focus on ensuring the safety of new energy vehicles and traditional automotive safety standards [6] - The industry recognizes that safety is paramount for the sustainable and healthy development of the new energy vehicle sector, especially during this critical phase of industry transformation [7]

Group 1 - The Ministry of Industry and Information Technology (MIIT) has released key points for automotive standardization work for 2025, focusing on five areas with 23 specific items, particularly addressing the safety of intelligent driving systems [1] - The MIIT aims to accelerate the development of mandatory national standards for automatic driving system safety requirements and to promote the approval and implementation of standards related to automatic driving design, operation conditions, and simulation testing [1][2] - There is a strong emphasis on enhancing the safety levels of driving assistance products, including the revision of standards for lane-keeping assistance systems and the development of standards for reversing assistance [1] Group 2 - The MIIT will promote the implementation of information security engineering standards and accelerate the establishment of mandatory national standards for automotive passwords, as well as complete the review of data security management systems and standards for classifying automotive security vulnerabilities [2] - In response to the development of new energy vehicles, the MIIT will continue to advance the formulation of safety standards, including those for remote services and management of electric vehicles, and the implementation of safety requirements for power batteries [2][3] - The MIIT plans to enhance the performance of power batteries by advancing the review and approval of standards related to battery durability and thermal management systems, as well as developing standards for solid-state batteries and battery labeling [3]

Financial Data and Key Metrics Changes - Total revenue in Q4 2024 was $0.1 million, a decrease from $0.35 million in Q4 2023. For the full year 2024, total revenue was $0.8 million compared to $1.5 million in 2023 [17] - Gross margin loss for Q4 2024 was $0.2 million, consistent with Q4 2023. The full year gross margin loss for 2024 was $0.8 million compared to a break-even gross margin in 2023 [18] - Operating loss for Q4 2024 was $12.8 million, compared to a loss of $12.1 million in Q4 2023. The full year operating loss totaled $49.7 million, up from $46.9 million in 2023 [21] - Net loss in Q4 2024 was $12.2 million, compared to a net loss of $9.3 million in Q4 2023. The full year net loss for 2024 was $49.3 million, compared to a loss of $43.5 million in 2023 [21] Business Line Data and Key Metrics Changes - The company reported a backlog of $0.3 million as of December 31, 2024 [18] - R&D expenses for Q4 2024 were $9 million, up from $8.4 million in Q4 2023. For the full year, R&D expenses totaled $35.1 million compared to $34.1 million in 2023 [20] Market Data and Key Metrics Changes - The company highlighted significant opportunities for growth in the non-automotive market, particularly through collaborations with key partners [12] - The company expects to ship around 5 million imaging radar chipsets to customers by 2030 based on current engagements [13] Company Strategy and Development Direction - The company is focused on driving radar technology evolution and enhancing customer relationships, with a commitment to innovation [5][6] - Collaborations with major players like NVIDIA and partnerships with top global auto OEMs are central to the company's strategy [7][8] - The company aims to pursue four design-ins with automakers in 2025, with projected annual revenue between $2 million to $5 million [24] Management's Comments on Operating Environment and Future Outlook - Management noted that while broader economic shifts have led to delays in automakers' rollout of advanced driver assist systems, the total addressable market continues to expand [24] - The company remains optimistic about its market potential, supported by recent fundraising initiatives totaling nearly $17 million [15][23] Other Important Information - The company raised gross proceeds of $54.5 million in January 2025, enhancing its financial stability [23] - The company maintains a strong focus on R&D to ensure continuous innovation and technological advancements [20] Q&A Session Summary Question: What programs are expected to drive $1 million-plus revenue quarters towards the end of 2025? - Management identified three leading projects in final stages: Tianyi (non-automotive), trucks in Europe, and a collaboration with HiRain for a Chinese car manufacturer [31] Question: What is the current cash balance and share count post-fundraising? - The current cash balance is approximately $73 million, with a share count of 85.7 million [35][38] Question: Can you provide an update on the China EV market opportunity? - The company noted that Chinese car manufacturers are focusing on launching self-driving services and are looking for radar solutions to enhance their offerings [39] Question: What is the status of discussions with OEMs? - Management indicated that evaluations with OEMs are in final stages, with the company shortlisted against one or two competitors [44] Question: What is the expected operating expense trajectory over the next few years? - The company expects operating expenses to remain similar over the next few years, with additional investments in next-generation technologies [47]