头部Robotaxi公司近况跟踪（技术方向）

Summary of the Conference Call on Robotaxi Company Updates Company Overview - The conference call focuses on the developments of a leading Robotaxi company, Xiaoma Zhixing, which is engaged in the autonomous driving sector, specifically Level 4 (L4) automation [1][2]. Key Points and Arguments Technology and Development - Xiaoma Zhixing employs a modular and end-to-end autonomous driving solution, utilizing a Transformer architecture for perception modules, such as Bevformer, to integrate multi-sensor data [1] - The company has two data processing schemes: one relies on real data for modular thinking, while the other combines extensive simulation data with end-to-end models to supplement real-world testing [1][6] - The seventh-generation Robotaxi costs approximately 300,000 yuan, with the vehicle itself costing around tens of thousands of yuan and smart driving hardware estimated at over 200,000 yuan [1][10] - The architecture combines front and rear fusion, using three Orin X chips for various processing tasks, including radar input and scene understanding [1][11] Market Strategy and Financials - Xiaoma Zhixing plans to deploy 1,000 autonomous test vehicles by the end of 2025, primarily in Beijing, Guangzhou, and Shenzhen, which have received licenses for fully unmanned commercial operations [1][15] - The average daily order volume per Robotaxi is about 15 orders, with an average price of around 20 yuan per order. The company estimates that having over 1,000 vehicles could achieve breakeven [3][16] - The company aims to reach breakeven at the company level by the end of 2027 or 2028, potentially requiring over 100,000 vehicles [3][17] Industry Context and Competition - Traditional automakers have transitioned from CNN architectures to large model parameters, a trend also observed in autonomous driving companies, which are gradually replacing rule-based methods with model-based approaches [4] - The industry is still exploring large-scale end-to-end solutions, with companies like Tesla using a single large model for most tasks, while Xiaoma Zhixing is integrating Transformer-based technologies into its systems [5][7] - Xiaoma Zhixing is considered to be ahead of competitors like Baidu in obtaining operational licenses, with Waymo leading in the U.S. market [17][19] Challenges and Future Outlook - Despite technological maturity, commercial promotion faces obstacles, and the company is exploring ways to address these challenges [20] - The reliance on simulation data is crucial for training models, especially for corner cases that are difficult to capture in real-world testing [6][7] - The company is currently facing computational power constraints and is working on optimizing the Orin architecture for better performance [13] Additional Important Information - The company has achieved a human-to-vehicle ratio of 1:20 in some cases, indicating a significant reduction in the need for safety personnel [3][17] - The Robotaxi's operational economics include costs related to vehicle maintenance, electricity, and personnel, which are critical for understanding profitability [16]