Core Viewpoint - Xiaomi is making significant investments in intelligent driving technology, focusing on safety, comfort, and efficiency, with safety being the top priority in their development strategy [4][7]. Development Progress - Xiaomi's intelligent driving has progressed through several versions: from high-precision maps for highway NOA (version 24.3) to urban NOA (version 24.5), and moving towards light map and no map versions (version 24.10) [7]. - The company is advancing through three stages of intelligent driving: 1.0 (rule-driven), 2.0 (data-driven), and 3.0 (cognitive-driven), with a focus on VLA (Vision Language Architecture) for the next production phase [7][10]. World Model Features - The world model introduced by Xiaomi has three essential characteristics: diversity in generated scenarios, multimodal input and output, and interactive capabilities that influence vehicle behavior [8][9]. - The world model is designed to enhance model performance through cloud-based data generation, closed-loop simulation, and reinforcement learning, rather than direct action outputs from the vehicle [10]. VLA and Learning Models - VLA is described as an enhancement over end-to-end learning, integrating high-level human knowledge (traffic rules, values) into the driving model [13]. - Xiaomi's development roadmap includes various model training stages, from LLM pre-training to embodied pre-training, with recent advancements in MiMo and MiMo-vl models [13]. Community and Knowledge Sharing - The "Automated Driving Heart Knowledge Sphere" community aims to provide a comprehensive platform for learning and sharing knowledge in the field of autonomous driving, with over 4,000 members and plans to expand [15][26]. - The community offers resources such as technical routes, video tutorials, and Q&A sessions to assist both beginners and advanced learners in the autonomous driving sector [27][30].

Core Insights - The automotive industry is collectively shifting its terminology from "intelligent driving" to "assisted driving" in response to regulatory pressures and safety concerns [2][3][4] Regulatory Changes - The Ministry of Industry and Information Technology (MIIT) has emphasized the need for automotive manufacturers to clarify system functionalities and avoid exaggerated claims in their marketing [3][5] - A recent meeting highlighted the importance of adhering to safety measures and responsibilities regarding the production and quality of intelligent connected vehicles [3][5] Industry Response - Major companies like Xiaomi, BYD, and Li Auto have updated their product descriptions to reflect this shift, changing terms like "intelligent driving" to "assisted driving" [2][4][5] - Xiaomi's new vehicle models have rebranded features previously labeled as "intelligent driving" to "assisted driving," indicating a clear move towards compliance with new regulations [3][4] Consumer Awareness - There is a growing awareness among consumers regarding the limitations of assisted driving technologies, with a noted decrease in demand for vehicles marketed with "intelligent driving" features [8][9] - Data indicates that a significant portion of young car owners mistakenly equate "assisted driving systems" with "fully autonomous driving," leading to increased safety risks [6][7] Safety Incidents - A notable incident involving a vehicle using "intelligent driving" features resulted in a serious accident, prompting regulatory bodies to intensify scrutiny over marketing practices in the industry [5][6] - The rise in accidents related to over-reliance on assisted driving systems has highlighted the need for clearer communication and education regarding these technologies [6][7] Future Outlook - The tightening of regulations is seen as a positive development for the industry, encouraging manufacturers to focus on safety and technology maturity rather than aggressive marketing [8][9] - Industry experts believe that enhanced regulations will lead to a more responsible development of intelligent driving technologies, ultimately benefiting consumer safety and industry standards [9][10]

Core Insights - Lei Jun, the founder of Xiaomi, has recently expressed that he is gradually recovering from a challenging period, which he described as the most difficult since founding the company [2] - Despite the emotional support from friends, the critical issues surrounding vehicle safety and industry expertise remain paramount for Xiaomi's automotive ambitions [2] Group 1: Challenges in Automotive Sector - Lei Jun's transition from the smartphone industry to automotive manufacturing raises questions about the reliability of Xiaomi's vehicles, given his lack of prior experience in car production [3] - The automotive industry involves broader manufacturing complexities and is directly linked to safety, making it crucial for Lei Jun to consider the implications of vehicle design and potential failures [3] Group 2: Safety Concerns and Regulatory Scrutiny - As of March this year, Xiaomi's vehicle market share is approximately 200,000 units, but the company has faced numerous reported incidents, including accidents and fatalities, which have raised significant safety concerns [4] - Following a tragic accident involving the Xiaomi SU7, regulatory bodies have intensified scrutiny over smart driving technologies and vehicle safety features [4] Group 3: Market Position and Future Developments - Xiaomi claims its smart driving technology is among the top tier, yet recent public demonstrations have not met expectations, highlighting potential gaps in performance [6] - The upcoming launch of Xiaomi's third model, the YU7, is anticipated mid-year, and the company's approach to this release will reflect any new insights Lei Jun has gained during his recent period of reflection [6]