On September 29, the Global Intelligent Vehicle Industry Conference (GIV2024) was successfully held in Hefei. Focusing on the theme of "Intelligent Vehicle Development in the Era of Artificial Intelligence", this conference will discuss the path of high-quality development of intelligent vehicles in mainland China under the accelerated iteration of artificial intelligence.
The automobile industry has accelerated into a new stage with intelligence as its core competitiveness
On the morning of September 29, at the high-level forum of the Global Intelligent Vehicle Industry Conference, Zhang Yongwei said that the global automotive competition pattern is constantly evolving, and artificial intelligence is becoming a new key decisive factor. The main change brought by artificial intelligence to the automotive industry is that the technological highland of the automobile industry and the strategic competition fulcrum of automobile companies are rapidly migrating to AI-driven intelligence, and the competitiveness of the past has been difficult to support the next development of automobile companies.
(Zhang Yongwei, Vice Chairman and Secretary-General of China Electric Vehicle 100 Association)
Li Bin, founder, chairman and CEO of NIO, also emphasized that artificial intelligence will become the core basic capability of smart electric vehicle companies, affecting the comprehensive development of various fields. NIO is committed to applying AI to product and technological innovation to drive the advancement of smart electric vehicles.
(Li Bin, Founder, Chairman and CEO of NIO)
He Zhiqi, executive vice president of BYD Group and chief operating officer of passenger cars, said that if electrification is the first half, then intelligence is the second half, which is the real war and the real big change. The traditional car is a mechanical car, just like an abacus, the abacus can never play the Internet, and the mechanical car can not produce a real smart car. The car will completely enter an intelligent era and will no longer be a simple means of transportation.
During the conference, the China Electric Vehicle 100 Association also released the "AI Vehicle Development Report (2024) - AI Defines the Cockpit" report, which deeply analyzes the role of AI in reshaping the automotive cockpit, summarizes the scenarios and progress of AI technology applications, and analyzes and predicts the evolution of the automotive ecosystem.
Under the trend of artificial intelligence defining automobiles,
Open cooperation and cross-border integration are the only way for the development of car enterprise chain enterprises
The automotive industry is accelerating into the era of artificial intelligence, and industrial boundaries, enterprise ecology, user relationships, and support systems are facing reshaping. At the opening ceremony of the Hefei International New Energy Automobile Exhibition, Yin Tongyue, Secretary of the Party Committee and Chairman of Chery Automobile Co., Ltd., said that driven by the new round of scientific and technological revolution, the automobile industry characterized by electrification and intelligence has become a typical representative of new productive forces, and China has shown a certain leading edge in this field. Anhui Province has become one of the top automotive provinces in the country by cultivating new energy vehicle industry clusters, and Hefei has become the center of new energy vehicles, attracting well-known automobile brands such as Volkswagen Group, BYD, JAC, NIO and Changan. In the future, Chery will continue to increase its investment in Hefei, strive to occupy a higher position in the market, and strive to achieve a leap from "second" to "first".
(Yin Tongyue, Secretary of the Party Committee and Chairman of Chery Automobile Co., Ltd.)
Li Ming, deputy secretary of the Party Committee, director and general manager of Anhui Jianghuai Automobile Group Co., Ltd., said that the current automobile industry is in the stage of multi-technological innovation and transformation and multi-industry integration and development. The integration of automobiles with energy, transportation, information and communication and other fields has accelerated, and electrification, intelligence, networking, and ecology have become the direction of transformation and development of the automobile industry. The intelligent new energy vehicle industry chain covers software, hardware, communications, system integration, artificial intelligence and other fields, the industrial boundary is facing reconstruction, the future of the car will develop into a green and intelligent mobile living space, open cooperation, cross-border integration is the only way for the development of automobile enterprises.
Wu Yongqiao, President of Bosch Intelligent Driving and Control Systems Business Unit in China, predicts that from next year, China's leading OEMs will increase their efforts in autonomous driving, especially 100 eTOPS, in high-speed pilot NOA and urban memory cars and automatic parking, these three functions will become standard, between 100,000 and 150,000 will become standard, and will usher in explosive growth next year. At the same time, the mid-level autonomous driving with 80-100 computing power will also usher in explosive growth, and the front-level all-in-one machine business of 2.3 million or 8 million in the future may shrink extremely and will be slowly replaced by the mid-level autonomous driving solution. Therefore, it is not only the elimination competition of OEMs, but also the competition of the future elimination competition pattern of the entire global Tier1 and China's Tier1.
End-to-end drives the intelligent driving experience beyond an inflection point
On September 29, the industrialization progress and prospect forum of cutting-edge technology of intelligent vehicles was held at the same time, which was presided over by Shi Jianhua, deputy secretary general of the China Electric Vehicle 100 Association. At the meeting, Deng Zhidong, a professor at the Department of Computer Science and Technology at Tsinghua University, pointed out that the core of the new paradigm of end-to-end integrated autonomous driving is the introduction of learning-based decision-making reasoning and planning. In essence, the new paradigm is different from the traditional method, which basically takes a logical rule-based approach to decision-making and planning, and now this method is based on learning, the most important decision-making reasoning and planning. With this approach, it is possible for the end-to-end solution to drive like a human and reach the level of a human being.
Momenta CEO Cao Xudong's observation of the development trend of the industry summed up Moore's law of intelligent driving: the software part will be an exponential improvement, and the level of the entire industry will increase by 10 times in two years, 100 times in four years, and 1000 times in six years; Moore's Law of hardware refers to the rapid halving of hardware costs in two years, the entire BOM cost will be halved in two years, and at the end of 2025 or early 2026, the cost of realizing urban NOA BOM can be about 5,000 yuan. It is precisely because of Moore's Law of Intelligent Driving that Momenta predicts that urban NOA urban high-end intelligent driving will show explosive growth in the next five years, which is faster than the speed of electrification and new energy.
development of China's intelligent networked vehicle industry,
It is necessary to focus on the value mining of artificial intelligence technology and data
"At the critical moment when the automotive industry is facing transformation, we need to adjust from multiple aspects to adapt to the changes brought about by AI in response to the development strategy of China's intelligent networked vehicles." To this end, Zhang Yongwei suggests:
First, to build new competitiveness around AI technology and data, which is the core of the mainland auto industry in the new era.
Second, it is very important to solve the problem of localized supply of automotive chips in different fields, steps and stages, especially the R&D and manufacturing of high-computing power chips;
Third, build an independent and controllable operating system and promote large-scale application to reduce dependence on foreign countries;
Fourth, we need to build intelligent computing infrastructure in the automotive field to support intelligent development and improve computing resources.
Fifth, take a new development route of intelligent driving with the integration of bicycle intelligence and vehicle-road-cloud, so that bicycle intelligence and vehicle-road-cloud are no longer two opposing technical routes, but complementary supporting forces;
Sixth, the boundaries of the automotive industry in the intelligent era continue to expand, and it is necessary to firmly promote the cross-border integration development strategy of intelligent vehicles and other industries to form a strong ecosystem;
Seventh, the internationalization of electric vehicles faces trade barriers such as countervailing duties and carbon tariffs, and intelligent networked vehicles involve new information security, and the internationalization process will face stricter barriers.
Eighth, in the context of the AI era, we need to re-examine the development strategy of intelligent vehicles, and strengthen the innovation and breakthrough of regulations, standards and systems for intelligent networked vehicles to meet new challenges.
With the success of the GIV2024, the future development direction of the smart car industry is becoming clearer, and experts and enterprises in related fields will continue to work together to jointly promote the high-quality development of the smart car industry in mainland China.
(Photo/Text: Wei Wei, Netcom)