NavInfo(002405)2024-12-20 05:24Summary of Conference Call Records Company and Industry Involved - The discussion primarily revolves around the autonomous driving technology industry and the collaboration with Huoshan Cloud for model training and data management. Core Points and Arguments 1. Click Data Definition and Scale: Click data refers to video segments ranging from 20 seconds to one minute, with scales typically in the millions or even tens of millions. This necessitates a robust storage system to manage and train on such large datasets [1][2][3]. 2. Infrastructure Requirements: The need for high storage capacity and performance is emphasized, as video data requires significant I/O performance. The training process is described as multi-machine and multi-card, demanding high concurrency [2][3]. 3. Collaboration with Huoshan: The partnership with Huoshan involves creating dedicated training and storage clusters, which are physically close to reduce data transmission time. This collaboration aims to enhance training efficiency and stability [4][5]. 4. Challenges in Model Training: The training process is complex, requiring high-quality driving video data to improve model learning. The need for a comprehensive model that can handle various scenarios is highlighted [2][3]. 5. Stability and Fault Tolerance: The training mechanism relies on multi-card collaboration, where any node failure can halt the entire training process. Thus, stability and fault tolerance are critical [5][6]. 6. AI Infrastructure Development: The AI infrastructure encompasses data collection, labeling, compliance, pre-labeling, simulation evaluation, and training, indicating a comprehensive data loop capability [6][8]. 7. Talent Acquisition and Growth: The company has seen significant talent acquisition, enhancing its capabilities in the autonomous driving sector. This includes a team of over 200 individuals involved in vehicle delivery and support [8][9]. 8. Future Expectations: The collaboration with Huoshan is expected to yield further advancements in technology and solutions, with a focus on improving product delivery and user experience [7][9][10]. Other Important but Possibly Overlooked Content 1. Market Trends: The company is transitioning from low-end to high-end products, aiming to escape price wars and enhance profitability [10]. 2. Revenue Growth: There is an indication of a gradual upward trend in revenue, particularly in the second and third quarters of the year, despite some challenges in the market [9][10]. 3. Chip Industry Insights: The discussion touches on the chip industry, with expectations for continued releases of SOC and MCU products, indicating a broader technological context [10]. This summary encapsulates the key points discussed in the conference call, focusing on the company's strategic initiatives, technological advancements, and market positioning within the autonomous driving industry.