Core Insights - Xiaomi has appointed Chen Guang, former CTO of FAW Nanjing Research Institute, as the head of perception for its autonomous driving division, indicating a strategic move to enhance its capabilities in this area [1][2] - The company is focusing on developing an "end-to-end" autonomous driving solution, which integrates perception, prediction, and planning into a unified deep learning model, differentiating itself from traditional rule-based approaches [1][4] - Xiaomi's autonomous driving team has grown to 1,200 members, reflecting its commitment to building a robust workforce in this competitive sector [3] Company Developments - Chen Guang's previous experience includes leading the development of FAW Hongqi's third-generation L4-level fully autonomous Robotaxi, showcasing his expertise in the field [1] - Xiaomi's autonomous driving team is divided into two main groups: "end-to-end" algorithms and technology research, with a focus on advancing the functionality of their systems [1][2] - The company is also exploring the development of a next-generation VLA (Vision-Language-Action) model, which is expected to be launched within the year [5] Industry Context - The autonomous driving industry is witnessing a shift from rule-based systems to "end-to-end" solutions, as exemplified by Tesla's Full Self-Driving (FSD) approach, which Xiaomi is now adopting [4] - Xiaomi's push for advanced autonomous driving technology comes amid significant challenges, including a recent traffic accident involving one of its vehicles, which has raised safety concerns and public scrutiny [5] - The company aims to alleviate safety doubts by equipping its second vehicle, the YU7, with high-performance hardware, including a 4nm NVIDIA Thor chip and multiple sensors, to enhance its autonomous driving capabilities [5]

Core Viewpoint - The recent regulatory changes by the Ministry of Industry and Information Technology (MIIT) have significantly impacted the marketing strategies of automotive companies regarding intelligent driving features, leading to a shift from promoting "high-level autonomous driving" to "combined auxiliary driving" [3][6][16] Group 1: Regulatory Impact - The MIIT's notification prohibits the use of vague terms like "automatic driving" and "high-level autonomous driving," mandating a unified terminology of "combined auxiliary driving" (L2 level) [6] - Following the new regulations, companies like Huawei and Xiaomi have altered their promotional materials to reflect the new terminology, emphasizing "intelligent auxiliary driving" instead of previous terms [6][9] - The notification has also led to a reduction in the frequency of over-the-air (OTA) updates, with companies now required to manage risks and validate updates more thoroughly before deployment [8][14] Group 2: Marketing Adjustments - Automotive sales personnel have begun to avoid mentioning "intelligent driving" during customer interactions, focusing instead on safety and regulatory compliance [5][9] - The Shanghai Auto Show showcased a noticeable absence of terms related to "intelligent driving," with companies like XPeng emphasizing safety through initiatives like the "AI Auxiliary Driving Safety Training Camp" [9][11] - Despite the regulatory changes, some companies continue to engage in semantic debates regarding the terminology used for their driving assistance features [8][16] Group 3: Technological Shift - The new regulations have shifted the focus from software-defined vehicles to core technologies such as battery management and chassis tuning, with companies like BYD and Geely highlighting these aspects at recent exhibitions [13][14] - Laser radar technology has regained attention as a safety feature, with its mention in technical discussions increasing significantly compared to previous years [13] - The introduction of national standards for laser radar performance marks a critical transition towards prioritizing safety over mere technical specifications in the industry [14][16] Group 4: Industry Dynamics - The regulatory environment has led to a division within the industry, with leading companies leveraging their technological and financial advantages to expand their market presence, while second-tier brands struggle to survive [16] - The rise of supply chain companies focusing on "laser radar + domestic chips" indicates a shift in competitive dynamics within the automotive sector [15][16] - The industry's evolution reflects a broader understanding that true intelligence in driving technology lies in adhering to safety regulations rather than an uncritical embrace of advanced technologies [16]

5月1日，小米官方微博发布一组宣传资料，其海报中以往"小米智驾"的提法，换成了"小米辅助驾 驶"。同日，理想汽车产品线负责人李昕旸发微博介绍L6智能焕新版，其中强调"辅助驾驶焕新"，理想 汽车官微对此进行了转发。有心之人不难发现，4月下旬以来，车企对于智能驾驶，几乎都更换了名称 提法、降低了宣传频次。 这让记者联想起最近的经历——"现在不能用'智驾'，那么'智能驾驶'还能用吗"、"请问工信部对辅助驾 驶相关宣传的规范要求正式发文了吗"、"我们正在修改宣传物料，这样符合标准吗"……从2025上海车 展前夕到结束，陆续有多家汽车供应链企业询问当下智能辅助驾驶相关的最新宣传要求。 4月16日，工信部装备工业一司组织召开智能网联汽车产品准入及软件在线升级管理工作推进会（以下 简称"工作推进会"），强调车企要"明确系统功能边界和安全响应措施，不得进行夸大和虚假宣传"。 目前，比亚迪、理想、小米、蔚来、阿维塔、小鹏等车企宣传产品时的表述均发生了较为明显的改变。 多位车企人士表示，"这是响应相关主管部门号召"。 监管趋严车企集体"改口" 根据工信部官网发布的信息，工作推进会强调，汽车生产企业要深刻领会《关于进一步加强智能网 ...