HW4.0自动驾驶芯片

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参数暴增10倍,马斯克:特斯拉FSD下月将推出重大更新版本,罕见路况处理能力大幅提升【附自动驾驶行业发展趋势】
Sou Hu Cai Jing· 2025-08-13 04:55
Group 1 - Tesla CEO Elon Musk announced a major update for the Full Self-Driving (FSD) system, set to launch in September 2025, featuring a tenfold increase in AI model parameters and significant video compression technology improvements [2] - The FSD system utilizes Tesla's self-developed HW4.0 autonomous driving chip, which has 2.5 times the computing power of its predecessor, supporting one trillion operations per second, and employs various advanced technologies for end-to-end training from image input to vehicle control [2] - The FSD update aims to significantly reduce the driver's attention requirements, although drivers will still need to remain alert in complex situations such as busy intersections or adverse weather conditions [2] Group 2 - According to SAE standards, autonomous driving is classified into six levels (L0-L5), with L5 representing full automation without human intervention, while FSD currently operates at L2+ level, requiring driver attention and readiness to take control [3] - Major automotive manufacturers and tech companies are currently in the L2-L3 technology validation phase, with Goldman Sachs predicting that by 2030, L3 autonomous vehicles will account for 10% of global new car sales, and by 2040, L3 and above will represent 60% of all light vehicle sales [3] - Musk expressed optimism about Tesla's autonomous driving technology improving at an "exponential rate," with plans for deployment in multiple U.S. cities by late 2025 and global expansion by 2026 [5]