The wheel of time is rolling forward, and 2022 can be said to be a critical year for autonomous driving to usher in breakthroughs in all aspects. It’s the middle of the year. Looking back at the industry and its own development in the first half of the year, what are the conclusions of many players?
"China Automobile News" reporters interviewed many companies in the autonomous driving industry chain. They answered with their own "enterprise keywords" and "industry keywords". Let us listen together.
1 Pony.ai
Industry keywords:
Unmanned and commercialization
The prerequisite for autonomous driving technology to achieve economic benefits is to truly achieve unmanned operation - without the safety officer in the driving position, autonomous driving travel services can truly reduce costs and increase efficiency. . The issuance of unmanned manned demonstration applications is a key policy node for the industry's transition from unmanned road testing to unmanned commercial pilots, and carries both industry and technical significance.
At the same time, the autonomous driving industry has developed to this day, technology accumulation has been initially completed, and it has reached the eve of commercial application. In addition to the unmanned demonstration application license issued by Beijing, there were several important commercialization policy breakthroughs for autonomous driving in the first half of the year.
Enterprise keywords:
Unmanned and commercial
Unmanned, Pony.ai was the first to obtain the first batch of "Unmanned Demonstration Application Road Test" notices from Beijing's Intelligent Connected Vehicle Policy Pilot Zone. The first batch to obtain the license for unmanned manned demonstration applications, the company is once again at the forefront of autonomous driving technology and commercial development, laying a solid foundation for the wider market application of autonomous driving technology in the future. In terms of commercialization of
, the company has also become the first company to obtain licenses from major industry policies, such as winning the bid for the taxi capacity index of Nansha District, Guangzhou City in 2022; two types of self-driving passenger cars and commercial vehicles were selected into the Guangzhou Intelligent Network The first batch of car models were included in the catalog, becoming the only company selected into the catalog and qualified for Guangzhou taxi and logistics vehicle demonstration operations.
2 Yuan Rong Qixing
Industry keywords:
Open, mass production, ecology
With the release of local policies and regulations, the management of autonomous driving tests and pilots is becoming more and more open. In particular, Shenzhen issued the "Shenzhen Special Economic Zone Intelligent Connected Vehicle Management Regulations", which for the first time stipulates the admission registration, road driving and other matters of intelligent connected vehicles, giving self-driving cars a legal basis to enter the market. In an environment like
, the industry has more optimistic plans for the mass production process. Both upstream and downstream are creating low-cost, car-grade products. Car companies are also actively embracing autonomous driving technology, equipping cars with lidar , Sensors such as cameras. At the same time, many car companies and Tier 1 have also initiated cooperation with autonomous driving companies, and an autonomous driving mass production ecosystem is forming.
Enterprise keywords:
Innovation, efficiency, cooperation
Innovation is what Yuanrong Qixing has been doing since its establishment until now. The company's multi-sensor fusion algorithms, inference engines and other technologies enable enterprises to use solid-state lidar, Low computing power chip.
Yuanrong Qixing firmly believes that investing more in innovation will yield more and longer-term returns. Facing complex situations such as the current epidemic, efficient working methods and the habit of preparing for rainy days can enable companies to avoid the impact of the epidemic and maintain rapid development.
cooperation. Autonomous driving is a brand new industry. There will be a huge market in the future, and it is impossible for one company to dominate. Cooperation between upstream and downstream enterprises in the industry to jointly promote industrial development is the basis for the commercialization of autonomous driving.
3 Qingzhou Zhihang
Industry keywords:
Urban NOA
Both L4 autonomous driving companies and L2 companies, including vehicle companies, are competing to promote the application and implementation of urban NOA, becoming a new track in the field of intelligent driving.
Urban NOA can bring a safer, more efficient, smoother and more coherent intelligent driving experience in urban scenarios where people spend more time driving daily, truly meeting consumers' expectations for this technology.The large-scale implementation of
urban NOA requires the joint efforts of the industry. It will be the hottest word in the field of intelligent driving in the next 2-3 years.
Enterprise keywords:
front-end mass production
Qingzhou Zhihang released a dual-engine strategy this year: to create a "power engine" with open-road L4 autonomous driving software and hardware solutions; to create a cost-effective autonomous driving front-end mass production solution "Innovation engine", guided by customer value, continues to create products that meet customer and market needs.
Driven by the "innovation engine", Qingzhou Zhihang has launched a new generation of car-grade pre-installed mass production autonomous driving solutions. Combined with efficient data closed-loop capabilities, urban NOA can be achieved with at least one lidar, significantly reducing the cost. production cost.
Qingzhou Zhihang is also actively joining hands with industrial partners for win-win cooperation to bring urban NOA into reality with higher efficiency.
4 Intelligent Traveler
Industry keywords:
Moving away from reality
In terms of substantial changes in the industry, 2022 is the year of implementation of the "commercialization" of the autonomous driving industry.
From the actual situation, some autonomous driving companies use scene dimensionality reduction, while others choose hierarchical dimensionality reduction. I won’t go into the reasons in detail, but judging from the results, the transformation from technology to application has been truly realized.
We believe that the key word in the first half of the year is "moving away from virtual reality", and this keyword will also become the key word for the whole year of 2022, and even longer.
Enterprise keywords:
Real
Overall, despite the increase in unstable factors such as the epidemic, Intelligent Walker still performed relatively solidly in the first half of the year.
Facing the ever-changing environment, the company adheres to the main line of "multi-scenario" and "commercial implementation" and actively promotes the commercialization of driverless brains in multiple scenarios to anchor the company's sustainable development. On the other hand, we should actively adjust the stage development plan, be proactive but not aggressive, and be fully prepared to deal with the changing external environment.
Specifically, in the first half of the year, we made good progress in technological breakthroughs, market implementation and team building, and the overall performance was better than expected.
5 Zhixing Technology
industry keywords:
combination, division, pursuit
combination is reflected in the convergence of technology and the convergence of ecology. Technically, multiple functions of autonomous driving are integrated, such as driving and parking. Zhixing Technology also has a three-in-one driving + parking + 360 panoramic view that has been put into mass production. Ecologically, some companies are working together to integrate efforts in the supply chain.
points means that the number of leading autonomous driving companies has tended to be around 10, compared with 100 expected five years ago;
chasing means that capital continues to be optimistic about leading autonomous driving industry companies, and many leading autonomous driving companies have news of financing , showing the industry development momentum of catching up with each other.
Enterprise keywords:
Ju
In the first half of the year, Zhixing Technology completed Series C financing, with a financing amount of hundreds of millions. It has gathered leading ecological partners, such as Geely , Great Wall, Chery , Dongfeng , etc., as well as new car-making forces Weimar and Qingcheng Era; chip companies have also become strategic partners of enterprises, such as Infineon Ling, Renesas, Texas Instruments , Mobileye ; have gathered full-scenario domain control mass production, with more than 20 mass-produced models; newly added automated production lines to meet future supply needs. In terms of recruiting talents,
has 80% of them with master's degrees or above, from 120 people in 2021 to 220 people now. It has developed rapidly and supports the listing strategy in the next few years.
6 White Rhino
Industry Keywords:
Breakthrough
During the Shanghai epidemic, White Rhino insisted on non-stop delivery to participate in the anti-epidemic work. Meituan Autonomous Vehicles, JD Autonomous Vehicles and other industry partners also overcame many difficulties to come to help. , not only assists the anti-epidemic work, but also allows more people to feel the power of unmanned delivery.
has also seen major breakthroughs in its autonomous driving implementation policy.Shenzhen took the lead in legislating to support L3 on the road, promulgated the first domestic regulations on the management of intelligent connected vehicles, included "fully autonomous driving intelligent connected vehicles" into the scope of legislation for the first time, and clarified many issues that will be faced by intelligent connected vehicles on the road. , making every effort to remove legal obstacles to the development of intelligent connected cars, which is of great significance to the entire autonomous driving industry.
Enterprise keywords:
In terms of pioneering
industry standards, White Rhino pioneered the industry and became the first autonomous driving company in Greater China to pass the international standard ISO22737 scene evaluation test for L4 autonomous driving systems; in terms of
business implementation, in March this year , the company's unmanned delivery vehicles began trial runs on many road sections in Hefei, becoming the first batch of unmanned vehicles operating on public roads in Hefei. After nearly two months of testing, they have now been put into operation, providing Hefei citizens with fresh food supermarket items. Unmanned delivery service; in terms of helping to fight the epidemic, the first batch of white rhinos arrived in Suzhou, contributing unmanned vehicles to Suzhou's fight against the epidemic; during the epidemic in Shanghai, the company's unmanned delivery service never stopped for a day, not only insisting on serving customers in supermarkets It provides unmanned delivery with guaranteed supply, and is ready to meet the needs of relevant government departments in Jiading District, and has developed new experience in technological epidemic prevention.
7 Guoqi Intelligent Control
industry keywords:
domestic substitution, independent and controllable
domestic substitution. Faced with the current situation of the industry lacking cores and few cores, CNN chips based on the third-generation convolutional neural network need to be replaced by a large number of domestic products. In this context, excellent independent chip suppliers such as Black Sesame, Horizon, and Xinchi have fully cooperated. Guoqi Intelligent Control provides operating system software including system software, functional software, some core applications and algorithms, and there is a wave of domestic substitution.
is autonomous and controllable. Some OEMs with independent capabilities have moved into joint development as tier 1, allowing them to independently define and develop the touch application level. In this process, China Automotive Intelligent Control focuses on enterprise-level development, forming a situation of complementary resources and synergy.
Enterprise keywords:
Focus on implementation
Since the first half of this year, Guoqi Intelligent Control has taken relevant scientific research topics as the starting point and fully focused on the implementation of core products of multiple OEMs, including software and hardware integration, pure software and data security. Cooperation conversion for mass production. Among them, Yutong's L2 mass production and L3 comprehensive cooperation, BYD delivery of NOA-related functions, and Changan multi-model cooperation are the symbols.
8 Intelligent Driving Technology MAXIEYE
Industry Keywords:
Rener East, West, South, North and South Wind
The automobile industry is standing on the cusp of intelligent transformation, spawning technologies and commercialization in various subdivisions. This is a tailwind; the epidemic repeatedly affected production and delivery in the first half of the year. And supply chains are facing serious challenges and the market is slowing down, which are headwinds. In the face of tailwinds, the industry can take advantage of the opportunity to integrate resources and achieve rapid growth; in the face of headwinds, the industry can work together to overcome the difficulties and accumulate core capabilities and experience in crisis response. The development of the
industry always moves forward in the alternation of tailwinds and headwinds. No matter what situation it faces, companies and even industries must stick to their true intentions and take root in the market with technology accumulation and product quality.
Hardships and hardships have brought you success. The intelligent driving industry has moved from initial conceptualization to today's industrialization and implementation. Only by continuously establishing core technical capabilities to solve the industry's pain points, designing products and business models based on the industry's real needs, and delivering tangible value can we achieve anything we want. The calmness of the east, west, north and south winds.
Enterprise keywords:
Looking back, the road is long and difficult
In the first half of the year, companies whose main business is in Shanghai must have experienced considerable challenges. Under the impact of the epidemic, the upstream and downstream of China's automobile industry chain have also been widely affected. MAXIEYE spends its time in mutual support and collaboration with upstream suppliers, downstream customers and the team.
's "road is long and difficult" represents the situation and state of the company in the relatively difficult environment in the first half of the year, but "retrospective and follow it" represents the growth that has gathered the strength and resources of all parties to go against the trend.
In the first half of the year, through most of the cloud collaborative development, MAXIEYE successfully completed the development and deployment of a new generation of intelligent driving technology. At the same time, the effective expansion of new business orders was maintained through the off-site work of staff from other branches. Financing and other progress on the business line will also be disclosed in the second half of the year.
9 Zhitu Technology
Industry keywords:
Accelerating the implementation of multiple scenarios
The pace of large-scale commercial use of autonomous driving is accelerating.
From ports, mines, parks and other scenarios to ports and trunk lines, the commercial value of autonomous driving companies is gradually being verified.
Taking Zhitu Technology as an example, benchmark projects from ports to sanitation have been put into operation, and trunk logistics scenarios are also frequently mass-produced and delivered. This year, it has expanded new tracks at border ports and used unmanned card collection to effectively reduce the impact of the epidemic on port customs clearance. The impact has added impetus to the development of national trade.
Enterprise keywords:
Talented and civilized
On the main line logistics track, Zhitu Technology has completed batch delivery. In terms of the formulation of the
standard, Zhitu Technology and FAW Jiefang jointly serve as the leading unit of the two standard working groups "Commercial Vehicle Autonomous Driving Application Framework" and "Commercial Vehicle Chassis Wire Control Project", contributing to the standardization of China's automotive basic software Strength; the "Research on Key Technologies and Management Policies for the Application of Autonomous Operational Vehicles" that the company participated in was selected into the Ministry of Transport's 2021 "List of Key Science and Technology Projects in the Transportation Industry", which will ultimately contribute to the proposed management countermeasures and promotion of autonomous road transport vehicles. The safe application of driverless technology in the field of road transportation is of great practical significance.
10 Hao Mo Zhixing
Industry keywords:
Data intelligence explodes
Data intelligence is the "pearl" of AI autonomous driving technology. Data is the biggest driving force for artificial intelligence , and it is also the biggest cost in the progress of artificial intelligence. A complete data intelligence system is the cornerstone of the success of AI autonomous driving technology companies.
In 2022, the "first principle of autonomous driving" will return, which is the explosion of data intelligence. In 2022, the competition in the autonomous driving industry will officially enter the second half, mainly focusing on the field of leading intelligent driving in urban open scenarios.
Enterprise keywords:
Urban high-end assisted driving
As of June 2022, China's first data intelligence system MANA, launched by Hao Mo Zhixing at the end of last year, has more than 240,000 hours of learning, and its virtual driving experience is equivalent to 20,000 years of driving for human drivers. , is the driving force behind the evolution of all products. MANA will use lower costs and faster iteration speed to provide safer and better-use products to users. China's first large-scale mass-produced urban NOH launched by
will be officially launched in the second half of the year to undergo market testing. The company will also complete the project delivery of more than 30 models of different hardware platforms during the year. How to ensure that these projects can be delivered smoothly and that the delivered products meet customer expectations and are market competitive is a topic that Haimo's core management will discuss intensively in early 2022. .
(In no particular order)
Text: Zhao Lingling Editor: Xue Yapei Layout: Zhao Fangting
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