自动驾驶

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广东制造的“新”密码藏于何处
Jin Rong Shi Bao· 2025-07-09 03:23
Group 1: Transformation of Guangdong Manufacturing - Guangdong has transformed from a "world factory" to a "smart manufacturing highland," showcasing technological advancements in various sectors such as autonomous driving, drones, and smart equipment [1] - The province has maintained its position as the leading region in GDP for 36 consecutive years, with high-tech manufacturing value added increasing by 10.2% in 2024, accounting for 32.0% of the total industrial value added [1] Group 2: Growth of the Drone Industry - Guangdong's drone industry is rapidly advancing, with over 15,000 companies in the low-altitude economy, generating a market size exceeding 100 billion yuan [2] - Shenzhen's low-altitude aerospace industry achieved double-digit growth in 2024, while Zhongshan's drone sector generated over 5.7 billion yuan in sales [2] Group 3: Robotics and Automation - Guangdong has become China's largest intelligent robot industry cluster, with revenues exceeding 90 billion yuan in 2024 [6] - The Guangdong Intelligent Robot Research Institute and Shenzhen AI and Robotics Research Institute are fostering innovation and application in the robotics sector [7] Group 4: Financial Support for Innovation - Since 2022, Guangdong has signed strategic cooperation agreements with 23 national financial institutions, resulting in 233 specific cooperation projects worth 1.31 trillion yuan [16] - The province's technology credit balance grew by 23% in 2024, with private equity and venture capital management numbers leading the nation [17] Group 5: Talent Development and Education - Guangdong is implementing the "Million Talents Gather in South Guangdong" initiative to attract graduates and various talents, with over 1.2 million job openings identified [19] - The province has established 28 city-level industry-education joint bodies and 216 open regional industry-education integration practice centers [21]
中国自动驾驶十年沉浮
3 6 Ke· 2025-07-09 02:45
Core Viewpoint - The development of autonomous driving in China over the past decade has been marked by both significant advancements and notable setbacks, leading to a cautious and regulated environment for the industry [9][10][19]. Group 1: Historical Context and Initial Developments - In 2015, the Chinese government issued "Made in China 2025," highlighting autonomous driving as a key direction for the automotive industry's transformation [2]. - The first domestic autonomous bus test occurred in August 2015, marking a significant milestone in the industry [3][4]. - Baidu's autonomous vehicle showcased its capabilities in mixed traffic conditions in October 2015, further establishing the potential for autonomous driving in urban environments [5][6]. Group 2: Regulatory Changes and Industry Response - A fatal accident involving a vehicle in NOA mode led to stricter regulations, prohibiting misleading terms like "autonomous driving" in marketing [11][12]. - Companies such as Xiaomi, Li Auto, and others adjusted their marketing language to comply with new regulations, shifting from "smart driving" to "assisted driving" [14]. - The regulatory environment has led to a more cautious approach to testing and deploying autonomous vehicles in China [14]. Group 3: International Developments and Market Expansion - In contrast to China's regulatory tightening, international markets, particularly in the U.S. and the Middle East, are embracing autonomous driving technologies [15][16]. - Companies like Waymo and Tesla are making significant strides in commercializing autonomous taxi services and expanding operational areas [15][16]. - Chinese companies are increasingly looking to international markets for growth, with Baidu and Pony.ai establishing partnerships in the UAE for deploying autonomous fleets [17][18]. Group 4: Industry Challenges and Market Dynamics - The autonomous driving sector has experienced a rollercoaster of growth and decline, with many startups facing challenges due to regulatory pressures and market saturation [20][21]. - The number of new autonomous driving companies surged until 2018, but the industry faced a downturn following high-profile accidents and regulatory scrutiny [21][24]. - By 2021, the industry saw a resurgence driven by the pandemic, with a focus on contactless delivery and logistics applications [25][26]. Group 5: Financial Performance and Market Sentiment - Despite initial optimism, many newly listed autonomous driving companies have seen their market valuations decline significantly post-IPO [30][31][32]. - Companies like Horizon Robotics have bucked the trend, experiencing growth due to their strategic positioning as a key supplier for major automotive manufacturers [33]. - The market is witnessing a consolidation phase, with only a few companies expected to survive and thrive in the competitive landscape [37]. Group 6: Legislative and Regulatory Needs - The lack of comprehensive national legislation on autonomous driving in China is seen as a major barrier to the industry's growth and commercialization [42][45]. - In contrast, countries like the UK and the US have made significant legislative progress, establishing clear frameworks for the operation of autonomous vehicles [43][44]. - Industry experts advocate for the urgent need to develop a robust legal framework in China to facilitate the safe and effective deployment of autonomous driving technologies [45]. Group 7: Future Outlook - The next decade is expected to bring further maturation of the autonomous driving industry, with a focus on safety, regulatory compliance, and sustainable business models [48][49]. - The industry is moving towards a more pragmatic approach, emphasizing the integration of technology into everyday life rather than mere technological showcase [48].
从“技术验证”转向“场景落地”自动驾驶赛道万亿级市场开启
Shang Hai Zheng Quan Bao· 2025-07-08 17:46
Group 1: Industry Overview - The autonomous driving market is projected to reach a total scale of $1.2 trillion by 2040, with a significant shift from "technology verification" to "scene implementation" expected by mid-2025 [1][2] - The penetration rate of L2 autonomous driving is increasing, while L3 products are gradually being introduced [1][3] - The release of international standards for autonomous driving testing reflects the global consensus on testing verification technology and highlights the growth of China's autonomous driving industry [1] Group 2: Company Developments - Major automakers such as BYD, Changan, Geely, and others are intensifying their smart driving strategies, with BYD's intelligent driving model sales reaching 231,000 units in May [2] - Huawei and SAIC Group are collaborating on the "Shangjie Automobile," aiming for a 2025 launch, while Momenta has partnered with multiple brands to produce over 130 models [2][3] - The rapid development of the autonomous driving industry is driving capacity increases among upstream and downstream enterprises, with Hesai Technology planning an annual production capacity exceeding 2 million units by 2025 [2] Group 3: Market Trends - The autonomous driving sector is experiencing a "listing boom," with over 10 companies seeking to enter the capital market, including Yikong Zhijia and Yushi Technology [4] - The domestic autonomous driving sector has seen nearly 80 significant financing events in the first half of 2025, with disclosed financing exceeding 13.5 billion yuan [4] Group 4: Specific Applications - L4 autonomous driving companies focusing on mining, ports, and logistics are receiving both policy and financial support, with companies like New Stone and White Rhino making significant progress in logistics applications [5] - The commercial deployment of mining autonomous driving solutions is accelerating, with Yikong Zhijia reporting a 264% revenue increase in 2024 compared to 2023 [5] Group 5: Robotaxi Expansion - 2025 is viewed as the "expansion year" for Robotaxi, with companies like Baidu and Xiaoma Zhixing significantly increasing their fleet sizes and operational areas [6][7] - Xiaoma Zhixing has obtained Robotaxi licenses in multiple countries and plans to expand its services to 15 international cities over the next five years [7] - The commercial viability of Robotaxi hinges on overcoming challenges related to technology, regulations, production capacity, and operational capabilities [8]
大众“截胡”特斯拉
汽车商业评论· 2025-07-08 15:44
Core Viewpoint - The Robotaxi market is becoming increasingly competitive, with Tesla and Volkswagen making significant strides in autonomous driving technology and deployment [2][4][20]. Group 1: Tesla's Robotaxi Launch - Tesla launched its highly anticipated Robotaxi service in Austin, Texas, with an initial deployment of about 10 vehicles, which led to an 8.23% increase in its stock price [3][4]. - The Robotaxi's performance has faced scrutiny, with reports of issues such as sudden braking and speeding [4][28]. - Tesla's Robotaxi is equipped with a pure vision system (HW 4.0) and claims an accident rate of only 0.15 per million kilometers, compared to Waymo's 1.16 [27]. Group 2: Volkswagen's Strategy - Volkswagen is testing approximately 30 Robotaxis in Hamburg, Germany, with plans to expand to the U.S. market by 2026 through a partnership with Uber [5][15]. - The company aims to remove safety drivers by 2027 in Europe, marking a significant milestone in its autonomous driving ambitions [6][21]. - Volkswagen's approach contrasts with Tesla's, as it collaborates with Mobileye for its autonomous driving system, while also integrating its software subsidiary Cariad for vehicle control [14][16]. Group 3: European Market Dynamics - Europe has been slower to adopt autonomous driving due to stricter regulations and a lack of local tech giants, but it is now accelerating efforts to innovate in the automotive sector [9][19]. - The European Union has introduced action plans to simplify testing processes for autonomous vehicles, aiming to boost the struggling automotive industry [18]. - Despite the challenges, Volkswagen's strategy is focused on competing in the U.S. market, where it will face direct competition from established players like Waymo and Tesla [20][32]. Group 4: Competitive Landscape - Waymo operates a fleet of 1,500 autonomous vehicles in cities like San Francisco and Phoenix, having completed over 10 million rides, but faces high per-vehicle costs as a barrier to commercialization [25][26]. - The collaboration between Uber and various autonomous driving partners, including Motional and WeRide, is shaping the Robotaxi ecosystem in major U.S. cities [23]. - Volkswagen's strategy emphasizes gradual expansion based on trust rather than rapid scaling, as stated by MOIA's CEO [31].
想去华为,算法方向不对口,找工作有点慌了。。。
自动驾驶之心· 2025-07-08 12:45
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 很多同学找实习秋招的时候,难免方向不对口。 尤其是自动驾驶算法岗实习或者正式岗位,要不你本身实力很强有多篇顶会,要不有直接的岗位经验,上来就能 干活。不然真的很难~现在自驾技术方向迭代很快,学生时代的技术栈不太匹配就业需求。。。 最近自动驾驶之心对接了很多秋招的小伙伴,大家普遍或多或少都有一些不匹配的问题。。。 还摸不清求职岗位的要求吗? 分析学员画像:基于学员的简历和前期交流,评估学员的知识结构和能力模型,分析与目标岗位的具体差 距。 ...... 每年到求职季,很多童鞋总是不知道怎么写匹配岗位的简历!碰到了很多类似的问题: 这个是大多数转行的同学或新手都会遇到的问题,自动驾驶之心这两年收到了很多相关的求助。一直想做相关的 辅导,但没时间和契机开展,直至这个月,我们的求职辅导业务正式推出了。 目标人群:希望短时间成功转型智能驾驶(智驾、座舱)方向的学员,包括应届生和无目标岗位经验的职场人 士,周期2个月左右。 课程特色:以求职成功为导向,全程1v1辅导,聚焦目标岗位,迅速补足短板,短时间内具备目标岗位所需的 ...
上海期智&清华!BEV-VAE:首个自监督BEV视角的VAE,从图像到场景生成跃迁~
自动驾驶之心· 2025-07-08 12:45
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 论文作者 | Zeming Chen等 今天自动驾驶之心为大家分享 上海期智研究院&清华大学赵行老师团队 最新的工 作! BEV-VAE:实现自动驾驶环视图像精准生成与操控。 如果您有相关工作需要 分享,请在文末联系我们! 自动驾驶课程学习与技术交流群事宜,也欢迎添加小助理微信AIDriver004做进一 步咨询 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 论文链接: https://arxiv.org/abs/2507.00707 代码仓库 (Github): https://github.com/Czm369/bev-vae 动机 编辑 | 自动驾驶之心 摘要 在自动驾驶中,多视角图像生成任务需要在不同相机视角下实现对三维场景的一致理解。然而,大多数现 有方法将其简化为二维图像集合的生成问题,缺乏对三维结构的显式建模。我们认为,对于自动驾驶场景 的生成任务,结构化表示至关重要。为此,本文提出 BEV-VAE 方法,实现具有空间一致性与可控性的多视 角图像生成。BEV-VAE 首先训练一个多视角图像 ...
特斯拉奥斯汀FSD发布:自动驾驶押注失败
美股研究社· 2025-07-08 10:45
Core Viewpoint - Tesla's reputation as a leader in autonomous driving technology has been severely challenged following the launch of its paid Full Self-Driving (FSD) pilot program in Austin, which showcased significant operational failures and raised questions about the company's reliance on low-cost camera systems instead of more advanced sensor technologies like LiDAR [1][2][4][5]. Group 1: Autonomous Driving Technology - Elon Musk has repeatedly stated that a significant portion of Tesla's traditional fleet will be converted into revenue-generating autonomous taxis, with expectations of "millions of self-driving Tesla cars" by 2026 [2][5]. - Tesla argues that a set of commercial cameras, trained on billions of frames, can achieve human-like vision and outperform more expensive sensor suites, but peer-reviewed literature challenges the feasibility of achieving Level 4 autonomy with cameras alone [2][4]. - A study published in June 2025 indicated that pure camera systems have a 40% higher misjudgment rate in fog and snow compared to systems equipped with LiDAR, raising concerns about safety in adverse conditions [2][4]. Group 2: Regulatory and Safety Concerns - The absence of radar exacerbates safety issues, as radar can measure relative speed and identify metal objects through rain or dust, providing a backup when cameras are obstructed [4][5]. - Recent incidents during the Austin pilot program, including a Model Y vehicle making dangerous maneuvers, have prompted investigations by the National Highway Traffic Safety Administration (NHTSA) [7][10]. - New Texas regulations effective September 1, 2025, allow the state to revoke autonomous driving permits that do not meet safety standards, highlighting the potential for increased regulatory scrutiny on Tesla's operations [5][7]. Group 3: Financial Performance and Market Reaction - Tesla's production in Q2 2025 was 410,244 vehicles, a slight increase from Q1 but a 0.2% decrease year-over-year, while deliveries fell 13.5% to 384,122 vehicles, missing market expectations [10][11]. - Following the disappointing delivery numbers, Tesla's stock price dropped 3.8%, reflecting investor concerns over the company's ability to generate revenue from its autonomous driving initiatives amid declining sales [11][12]. - Analysts are divided on Tesla's future, with some raising target prices based on potential FSD revenue, while others downgrade ratings due to rising regulatory risks and the uncertainty surrounding the FSD rollout [12][13]. Group 4: Future Outlook and Investor Sentiment - The failure of the Austin pilot program has led to increased legal liability risks, with potential collective lawsuits looming if passengers are harmed [13][17]. - Investors are advised to adjust their forecasts, anticipating no significant revenue from autonomous taxis until at least 2028, and to increase discount rates to reflect execution and legal risks [17][18]. - Despite the challenges, Tesla retains advantages such as a vast data collection capability and manufacturing efficiency, which could support future improvements in its autonomous driving technology [14][15].
小马智行与迪拜RTA达成合作,中东成为文远知行等智驾企业角逐的重要战场
He Xun Wang· 2025-07-08 06:00
Group 1 - Pony.ai has signed a strategic cooperation agreement with the Dubai Roads and Transport Authority (RTA) to promote the commercialization of Robotaxi services in Dubai [1] - The Middle East has become a core destination for Chinese companies expanding overseas, driven by abundant funding and favorable policies for autonomous driving technology [1][3] - Dubai's government aims for 25% of transportation to be handled by autonomous vehicles by 2030, with similar policies being implemented in Abu Dhabi and Saudi Arabia [1] Group 2 - WeRide has made significant progress in the Middle East's autonomous driving sector, being the first to collaborate with Dubai RTA [1] - In December 2024, WeRide and Uber launched the largest Robotaxi commercial operation fleet in the Middle East in Abu Dhabi [2] - By June 2025, WeRide, Uber, and Dubai RTA formalized their partnership to deploy Robotaxi services in Dubai, with plans for a fully unmanned operation by Q1 2026 [2] Group 3 - The competition in the Middle East's autonomous driving sector is intensifying as companies like Pony.ai accelerate their entry [3] - The combination of funding and policy support positions the Middle East as a region where the global autonomous driving ecosystem may mature rapidly [3] - WeRide has established a strong market position and local operational expertise, creating significant barriers to entry for competitors [3]
研判2025!中国自动驾驶仪行业产业链、市场现状及重点企业分析:国产替代加速崛起,技术突破与出口飙升共驱全球竞争力跃升[图]
Chan Ye Xin Xi Wang· 2025-07-08 01:49
Core Viewpoint - The Chinese autopilot industry is at a critical stage of technological deepening and commercialization, showing a vigorous trend of multi-field collaborative development [1] Industry Overview - The autopilot system is designed to automatically control vehicles or aircraft using sensors, controllers, and actuators, allowing them to operate without continuous human intervention [2] - The industry has evolved through four main stages: exploration (1956-1978), initial application (1979-2014), policy-driven (2015-2019), and commercialization (2020-present) [4][5][6] Current Industry Status - In the first five months of 2025, China imported 23 autopilot systems, a year-on-year decrease of 99.53%, with an import value of 2.7065 million yuan, down 73.02%, indicating significant domestic replacement of high-end autopilot systems [10] - Exports reached 763 units, a year-on-year increase of 132.62%, with an export value of 2.7106 million yuan, up 152.65%, highlighting China's strong emergence in the global market [11] - Key drivers for this growth include cost-performance advantages, scenario adaptability, and expansion into emerging markets [11] Industry Chain - The upstream of the autopilot industry includes components like controllers, sensors, and AI chips, while the midstream focuses on R&D and production, and the downstream applications span across aircraft, vehicles, missiles, and spacecraft [8][9] Key Enterprises - Major players include Baidu, Huawei, DJI, and others, each specializing in different segments of the autopilot market, such as automotive, drone, and missile applications [18][20][22] - Baidu's Apollo platform integrates advanced sensors and algorithms for high-precision vehicle control, while DJI leads in consumer drone markets with its flight control systems [22] Industry Development Trends 1. **Technological Integration and Innovation**: The industry is experiencing a golden period of technological integration, with breakthroughs in core technologies like LiDAR and AI chips driving advancements in precision and reliability [24] 2. **Diversification of Application Scenarios**: The application of autopilot systems is expanding from single fields to diverse and cross-industry integrations, including Robotaxi services and agricultural drones [26] 3. **Policy and Standards Improvement**: Government support and policy guidance are providing a solid institutional foundation for the industry, with new standards and regulations being established to ensure safety and reliability [27]
自动驾驶岗位面试时,这个简历助力拿到了60k!
自动驾驶之心· 2025-07-08 01:47
自动驾驶岗位面试时,一份好的简历是什么样的? 可以适当夸大,别太过分(简历上写的一定要是自己非常了解的): 自驾行业是出了名的工资高,好多同学都想往这个方向卷!但你真的知道怎么写一份合格的简历 吗?最近好几位同学让我们帮忙改简历,但都存在各种各样的问题。 看了这么多简历,我觉得其中一位同学的蛮好,最终拿到了某新势力60k的offer,才3年经验!总结 下来,一份合格的简历是条理清晰、重点突出、细节体现、能力体现几个部分。不要乱堆项目和奖 励,要找符合项目岗位的优势点。 1)开门见山 结论先行,直接说出自己的成果和成就(可以在项目前) 举例主要成就: A公司:搭建了什么动态感知后融合,发表专利三篇; B公司:优化了静态目标的融合算法,优秀个人; 2)职责清晰 BEV 算法框架搭建:主要参与者(算法负责人) BEV 算法模型优化:负责人 3)逻辑清晰 每一个点都有目的,多用数字,条理分明,按照序号和标题进行改进(千万别段落式) 1)模型上 ,采用ohem + focal 解决长尾分布问题(经验),提升10%。改进ohem的方案(思考能 力) 2)数据上,10w数据整理,协调(综合能力和沟通能力) 3)部署和融合上 ...