2025年，智能驾驶行业出现"名词过载"现象，从VLA、VA、到WA，分化出多个派别，争鸣不断。 理想汽车智驾团队从端到端+世界模型全面切向VLA（Vision Language Action），在算法架构中引入大 语言模型（LLM）。和理想一样坚定选择VLA的还有智驾供应商元戎启行。 行业里也有坚定的VLA反对派。华为表示，不会走向VLA，而是会坚定选择WA（World Action，世界 模型）。和华为一样尝试去掉Language环节的还有小鹏。 而在这场争鸣中，端到端仍展现出巨大的潜力，小米汽车就是在这一方向持续深耕的企业。 "现在竞争太激烈，大家会产生一些焦虑，倾向于通过各种方式或技术让用户觉得更先进。"小米汽车端 到端负责人陈光告诉《21汽车·一见Auto》，"但无论VA、WA还是VLA，在我看来其实都一样，都是看 如何让模型的智能密度最大。" 现有头部新势力中，小米汽车启动端到端研发较晚。2024年，小米在内部正式整合成立"端到端算法与 功能部"，负责量产方案开发。而理想、蔚来都比小米早了至少3个月。 但小米追赶很快。今年2月，小米正式向用户全量推送了300万Clips的端到端（HAD），7月再次 ...

今年前三个季度，国内20万元以上乘用车市场份额占比30%，13万元以下市场份额则高达50%，但后者 多数车型尚未配备城区辅助驾驶功能。这一广阔的蓝海市场，正吸引着地平线、Momenta等智驾厂商加 速布局，全力抢占市场先机。 今年4月，地平线正式推出基于征程6系列芯片的城区辅助驾驶解决方案——HSD（Horizon SuperDrive）。尽管并非该赛道的先行者，但地平线已快速迈入大规模量产阶段。11月，随着星途ET5 正式上市，地平线的HSD解决方案同步实现量产；另一款搭载该方案的车型深蓝L06也于同期发售。两 款车型上市短短两周后，地平线HSD的激活量便突破12000辆，量产落地成效显著。 除了推出全新的解决方案，地平线还通过生态拓展加速市场渗透。12月初的地平线技术生态大会上，公 司公布了两大生态推进举措：一是拓展生态合作模式，新增算法服务模式"HSD Together"，并已与日本 电装、大众的合资公司CARIZON（酷睿程）、HCT（智驾大陆）达成合作；二是引入更多生态合作伙 伴，元戎启行、卓驭等企业已加入其生态体系。 缺乏芯片研发能力的算法公司、软硬研发实力薄弱的车企，正纷纷向地平线聚拢。地平线接 ...

（原标题：地平线吕鹏：端到端是基石，做不好端到端就做不好VLA） 21世纪经济报道记者 易思琳 除了推出全新的解决方案，地平线还通过生态拓展加速市场渗透。12月初的地平线技术生态大会上，公 司公布了两大生态推进举措：一是拓展生态合作模式，新增算法服务模式"HSD Together"，并已与日本 电装、大众的合资公司CARIZON（酷睿程）、HCT（智驾大陆）达成合作；二是引入更多生态合作伙 伴，元戎启行、卓驭等企业已加入其生态体系。 缺乏芯片研发能力的算法公司、软硬研发实力薄弱的车企，正纷纷向地平线聚拢。地平线接下来的目 标，是让城区辅助驾驶功能下沉至10万元国民车型，实现技术普惠，并计划在未来3-5年内达成千万级 量产规模。 地平线敢于定下这一目标，底气源于其在智驾端到端方案上的长期坚守与深耕。据地平线工程师透露， 公司自2024年底便集中力量主攻端到端技术，90%的研发人力均投入到该方案的研发与量产落地工作 中。 WA/VLA皆需端到端支撑 今年前三个季度，国内20万元以上乘用车市场份额占比30%，13万元以下市场份额则高达50%，但后者 多数车型尚未配备城区辅助驾驶功能。这一广阔的蓝海市场，正吸引着地平 ...

Core Viewpoint - Huawei's automotive business has achieved significant milestones, including 1 million vehicles equipped with its driving technology and over 100 million units of laser radar shipped, showcasing its long-term strategic vision in the automotive sector [3][4]. Group 1: Achievements and Strategy - As of July, 1 million vehicles have been equipped with Huawei's QianKun intelligent driving system, and the cumulative mileage for assisted driving has reached 4 billion kilometers [3]. - Huawei's automotive business has been investing since 2014, focusing on R&D rather than immediate commercialization, which has led to current profitability [4][5]. - The company has launched 28 models in collaboration with various brands, indicating a strong market presence [3]. Group 2: Technology Approach - Huawei prefers the World Action (WA) model over the Video Language Action (VLA) model for achieving true autonomous driving, believing WA is a more direct and effective approach [5][13]. - The WA model processes information directly from various inputs like vision, sound, and touch, bypassing the need to convert data into language [5][14]. - Huawei has developed the WEWA model based on the WA architecture, which will be deployed in ADS 4.0 [6]. Group 3: Business Model and Pricing - Huawei's CEO emphasizes that there is no such thing as a free service in the automotive industry; costs are often hidden or transferred [7][17]. - The company believes charging for assisted driving systems is justified due to ongoing costs for updates and maintenance throughout the vehicle's lifecycle [8][18]. - Huawei's approach to lifecycle management ensures that users receive continuous upgrades, enhancing their experience over time [18]. Group 4: Future Plans - Huawei aims to achieve L3 capabilities for highway driving and L4 pilot capabilities in urban areas by 2026, with plans for large-scale commercial use by 2028 [11]. - The company is also working on transforming the intelligent cockpit into a "digital nanny," integrating AI to enhance user experience [11]. Group 5: Safety and Technology Enhancements - Huawei's increase in sensor configurations, such as additional laser radars, is driven by a commitment to safety rather than merely increasing product pricing [19][20]. - The company focuses on enhancing the precision of its systems to prevent accidents and improve user safety in various driving scenarios [20][22].

Core Insights - Huawei's automotive business has achieved significant milestones, including 1 million vehicles equipped with Huawei's QianKun intelligent driving system and over 1 million units of laser radar shipped as of July this year [1] - The company emphasizes a long-term strategic vision, having invested in the automotive sector since 2014, which has led to current profitability without setting explicit commercialization goals [1][4] - Huawei's CEO of the Intelligent Automotive Solutions BU, Jin Yuzhi, believes that focusing solely on commercialization can be counterproductive, advocating for a commitment to technology development and user needs [1] Automotive Business Performance - As of August, 28 models have been launched in collaboration with Huawei, including brands like Audi and Avita [1] - Cumulative mileage for assisted driving has reached 4 billion kilometers [1] - The company has adopted a full lifecycle management approach for its products, ensuring continuous upgrades and maintenance for users [5][16] Technology Strategy - Huawei prefers the World Action (WA) model over the Video Language Action (VLA) model for autonomous driving, believing WA is the ultimate solution for achieving true autonomous driving [3][10] - The WA model processes information directly through vision inputs, eliminating the need to convert data into language, which is seen as a shortcut [3][11] - Huawei has developed the WEWA model based on the WA architecture, which will be deployed in ADS 4.0 [4] Future Plans - Huawei aims to achieve Level 3 (L3) autonomous driving capabilities on highways and Level 4 (L4) pilot capabilities in urban areas by 2026, with plans for large-scale commercial use of L4 by 2028 [9] - The company is also working to transform smart cockpits into "digital nannies," integrating AI as an AI Agent [9] Pricing and Business Model - Jin Yuzhi asserts that there is no such thing as free services in the automotive industry, as costs are often transferred in different forms [4][15] - The pricing for assisted driving systems is justified due to the ongoing costs of iteration, maintenance, and over-the-air updates [5][15] - Users who initially purchase the first version of ADS benefit from continuous upgrades, making the long-term cost of ownership more favorable [16] Safety and Sensor Technology - Huawei's increase in sensor configurations, such as additional laser radars, is driven by a commitment to safety rather than merely increasing product pricing [17][18] - The company aims to enhance safety in various driving scenarios, including parking and urban driving, by improving system precision through advanced sensor technology [17][18]

Core Viewpoint - Huawei's automotive business is rapidly expanding, particularly in the field of assisted driving, with various collaboration models with car manufacturers being explored [2][3]. Group 1: Collaboration Models - Huawei's automotive business unit (BU) collaborates with car manufacturers through multiple models, including component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both smart cockpit and assisted driving), and full-stack solutions [2]. - The collaboration process involves Huawei supporting car manufacturers throughout the entire lifecycle, from product definition and design to manufacturing and marketing [2][7]. Group 2: Technology Approach - Huawei's approach to assisted driving does not align with the Vision-Language-Action (VLA) model favored by some car manufacturers; instead, it emphasizes the World and Action (WA) model, which directly controls the vehicle through sensory inputs [3][9]. - The WA model is considered by Huawei to be the ultimate solution for achieving true autonomous driving, bypassing the language processing step [9]. Group 3: Commercialization and Market Strategy - Huawei does not have a specific short-term commercialization goal for its assisted driving technology, focusing instead on long-term user-centered strategies and sustainable investment [7]. - The company believes that the market for assisted driving features will evolve, and that pricing strategies should reflect the ongoing development and maintenance costs associated with these technologies [12]. Group 4: Industry Trends and Future Outlook - The number of players in the autonomous driving space is expected to decrease as the industry consolidates, with future success relying heavily on data-driven approaches [10]. - The differentiation in assisted driving technology is minimal, as the primary goal remains zero accidents and fatalities, with pricing determined by perceived value to consumers [11].

Core Insights - Huawei's automotive business is rapidly expanding its assisted driving solutions and collaborating with various car manufacturers, including Baojun, Leap Motor, and Hongqi, indicating a growing presence in the industry [2][3] - The company emphasizes a diverse cooperation model with car manufacturers, ranging from component supply to full-stack solutions, enhancing their capabilities from product definition to marketing [2][9] - Huawei's approach to assisted driving technology diverges from the prevalent Vision-Language-Action (VLA) model, focusing instead on a World and Action (WA) model that utilizes direct sensory inputs for vehicle control [3][10] Cooperation Models - Huawei's cooperation with car manufacturers includes multiple models: component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both), and full-stack solutions [2][9] - The collaboration process is designed to deepen over time, with Huawei supporting car manufacturers throughout the entire product lifecycle, from design to marketing [2][9] Technology Perspective - Huawei does not endorse the VLA approach, believing it is not the ultimate solution for autonomous driving; instead, it prioritizes the WA model, which aims for direct control through sensory inputs [3][10] - The company acknowledges the rapid development of assisted driving technology and anticipates a consolidation of players in the market, driven by data, computing power, and algorithms [11] Commercial Strategy - Huawei does not have a specific short-term profitability target for its automotive business, focusing instead on long-term user-centered investments and sustainable growth [8] - The company argues that there is no such thing as a free service in the automotive sector, as costs are often hidden in vehicle pricing or future service fees [13]