At the end of the year, we launched a 3,000 yuan smart driving plan to "cross the gap" one step ahead.

The new M7 explosion in the world has brought a signal to the whole automobile industry that the turning point of intelligent driving is really coming. A few days ago, the "Happy News" sent by Yu Chengdong showed that among the cumulative sales of the new M7, the Max Smart Driver Edition accounted for 60%-70%, and the selection rate of the high-end smart driver package supporting the city NCA was about 70%. According to this data, it is estimated that about 40%-50% of the large users chose the high-end smart driver supporting the city NCA.

Moreover, the recently sold version of Intelligent Driving is not the only one from Huawei, but Tucki G9 and Baojun YunYunLinxi Edition with high-level intelligent driving ability are equally brilliant, which shows that the influence of Intelligent Driving on users’ minds and consumption decisions is improving. According to Guo Shougang, deputy director of the Equipment Industry Division I of the Ministry of Industry and Information Technology, in the first half of this year, the market penetration rate of intelligent networked passenger cars equipped with assisted automatic driving systems in China has reached 42.4%.

The wave of intelligent driving brings infinite challenges and opportunities with irresistible trend, which makes various manufacturers step up their efforts and smoke everywhere. After the live broadcast of the end-to-end AI autopilot technology on the FSD V12 system, the discussion heat has not subsided, and the competition of domestic OEMs has become white-hot. The Weilai intelligent driving team has issued a military order and updated a version every half month. At the recent ideal autumn strategy meeting, Zhijia was also raised to an unprecedented height. Li Xiang, the founder, even reflected on this, and it was at least half a year late to devote himself to intellectual driving.

When the iteration speed becomes the key threshold of the knockout stage, the power of the Japanese arch will really appear, and the deep plowers will stand out in the vast sea of people.

3,000 yuan, 5Tops, floor and ceiling.

On October 11th, the ninth HAOMO AI DAY with the theme of "BETTER AI, BETTER HAOMO" was held by the industry. The sustainable development and commercialization of intelligent driving have always been the focus of the outside world, and the answer to this question is given by a series of subversive progress and achievements-innovative commercialization model and accurate product definition, which can gain the persuasiveness of making users pay the bill, realize the cycle of pressure-type R&D investment and establish an unbreakable technical moat.

HAOMO AI DAY invited Cheng Li, founder and CEO of & Electric State; Dai Dali, CTO of Hezhong New Energy Automobile Co., Ltd.; Zhang Zhenlin, CTO of Zhongqi Chuangzhi Intelligent Driving; Mu Beipeng, R&D Director of Meituan Automatic Vehicle; Guo Yu, head of product and planning of Dada Express Delivery; Yang Liwei, general manager of Volcano Engine automobile industry, and other industry leaders discussed "2023 Autopilot: Riding the Wind Model, Creating a New Paradigm".

The first climax of the scene appeared in the three "cost-effective" intelligent driver-assisted products HP170, HP370 and HP570, which were released at the end of the year. It is expected that they will get on the bus in 2023 and 2024. Amazingly, the lowest-priced HP170, as the latest mass-produced L2+ intelligent driving bottom kit, has dropped to 3,000 yuan. This indicates that the cost of smart driving scheme in China automobile industry has reached the floor price.

3000 yuan HP170, with 1 forward-looking camera, 4 fisheye cameras, 2 back-angle radars and 12 ultrasonic radars, with a computing power of 5TOPS. What can be achieved is the intelligent driving function of high-order navigation and parking. In the scene, it can realize the functions of no-map NOH and short-distance memory parking on high-speed and urban expressways, and has been certified by the high safety standard of E-NCAP 5 star AEB.

The series of products also has a 5,000-yuan HP370, which focuses on the "cost performance" of urban memory driving and memory parking, and can realize the intelligent driving of parking and parking. In terms of hardware configuration, the computing power is 32TOPS. The sensor scheme comes standard with 2 forward-looking cameras, 2 side-looking cameras, 1 rear-looking camera, 4 fisheye cameras, 1 front radar, 2 back-angle radars and 12 ultrasonic radars, and 2 front-angle radars can be flexibly selected. In the scene, it can realize the functions of high speed, fast city and memory driving in the city, parking without teaching memory, intelligent obstacle avoidance and so on. Zhang Kai said: "The memory driving can be regarded as the smallest set of the city NOH, which is a powerful supplement to the city NOH."

The 8000-yuan HP570 focuses on the "cost performance" of NOH products in the whole city scene, and will land in 100+ cities in the future. In terms of hardware configuration, two chips, 72TOPS and 100TOPS, are available for computing power. The sensor scheme comes standard with 2 forward-looking cameras, 4 side-looking cameras, 1 rear-looking camera, 4 fisheye cameras, 1 front radar, 12 ultrasonic radars, and also supports the optional laser radar. In the scene, it can realize the functions of urban no-map NOH, full-scene auxiliary parking, full-scene intelligent obstacle avoidance, cross-floor teaching memory-free parking and so on. Zhang Kai emphasized: "The historical mission of HP570 platform is to build high-end urban smart driving products with cost performance in the industry."

These three intelligent assisted driving products find low, medium and high positioning, and form a combination of multiple product lines. Under the ultra-high functional experience, they can take into account the relative ultra-light sensor scheme and ultra-low computing power requirements, which is obviously expected to accelerate the expansion of intelligent driving functions in the cost-sensitive mass market. All along, the cost of smart driving solutions that can achieve similar experiences in the industry is at least tens of thousands of yuan. Because of the huge amount of data, it is a huge consumption in the process from feeding data, optimizing the algorithm over and over again, and measuring the road over and over again. This determines that it is difficult for users to experience enough amazing intelligent driving functions on low-priced models.

The big model is blessed, and the technical muscles are shown in the end.

The reason why the price of Millimeter can be greatly reduced is because it has got rid of the dependence of heavy sensors and improved the interpretability and generalization of the autonomous driving strategy. The technical exploration behind it was fully demonstrated in this HAOMO AI DAY-the Millimeter DriveGPT model, which is a representative work of the evolution of autonomous driving to the 3.0 era.

Gu Weihao, CEO of Millie Zhixing, believes that the development model and technical framework of the autonomous driving 3.0 era will undergo subversive changes compared with the 2.0 era. In the era of autonomous driving 2.0, it is characterized by small data and small models, and the development mode is driven by Case tasks. In the era of autonomous driving 3.0, it is characterized by big data and big models, and the development model is data-driven. Compared with the traditional modular framework in the 2.0 era, the technical framework in the 3.0 era will undergo subversive changes.

First of all, autonomous driving will achieve a breakthrough in the ability of perception model and cognitive model in the cloud, and gradually unify all kinds of small models at the vehicle end into perception model and cognitive model, and at the same time AI model the control module. Subsequently, the evolution route of the intelligent driving system at the vehicle end will be gradually modeled as a full link on the one hand, and gradually modeled as a large model on the other hand, that is, the small model will be gradually unified into a large model. Then, the cloud-based big model can gradually improve the perception ability of the vehicle end through pruning, distillation and other ways. Even in places with good communication environment, the big model can even realize remote control of the vehicle through Che Yun coordination. Finally, in the future, both the car and the cloud are end-to-end autopilot models.

The cognitive model of DriveGPT gives autopilot "common sense". In the cognitive stage, based on the "everything recognition" ability provided by the general semantic perception model, DriveGPT describes the driving environment and driving intention by constructing a Drive Language, and then combines the navigation guidance information and the historical actions of the car, and assists in giving driving decisions with the massive knowledge of the external large language model LLM.

In the final analysis, the essence of cost reduction is the rapid evolution of intelligent driving ability based on visual programs. When intelligent driving enters the stage of "easy to use and not expensive", large-scale quantity can be more imaginative. Only by getting on the train on a large scale can we get more training data, accelerate technical iteration and form a positive cycle of self-evolution. The turning point of intelligent driving across the gap will come.

In this regard, Zhang Kai, Chairman of Millimeter Zhixing, said: "Millimeter’s newly released third-generation HPilot passenger car assisted driving products have all been upgraded at the same time, making the middle-level intelligent driving cheaper and better, and making the high-level intelligent driving easier and cheaper." This is the answer sheet handed over to China’s smart driving market in 2023.

While releasing new products, Zhang Kai also introduced the latest achievements of the four major battles in 2023.

The first is "the battle for the installed capacity of intelligent driving". Among the autonomous driving companies in China, Millimo ranks first in mass-produced autonomous driving in China, and the auxiliary driving product HPilot has been carried to more than 20 models, and the mileage of user-assisted driving has exceeded 87 million kilometers. Among them, the latest models equipped with Millimeter HPilot are Shanhai Gun HEV Edition and New Mocha Hi-4S.

Followed by the "Battle of the Peak of MANA Big Model", DriveGPT accumulated 4.8 million Clips high-quality tests in about 200 days after its release. At present, there are 17 eco-partners, helping eco-partners to improve efficiency by 90%. In 2023, DriveGPT was successfully selected into the "Beijing General Artificial Intelligence Industry Innovation Partnership Program" to become the first batch of model partner observers and the first batch of 10 large-scale artificial intelligence industry application cases in Beijing. In addition, DriveGPT also helped Mimo win the title of China AI Basic Large Model Innovation Enterprise in 2023.

The third is the "NOH Hundred Cities Battle in the City". The milli HP550 (formerly HPilot3.0) with the function of NOH navigation and driving assistance in the city will be officially mass-produced in the first quarter of 2024. On-site, Zhang Kai and Gu Weihao publicly tested the video exposure of Weipai Blue Mountain in NOH, a city equipped with HP550 for the first time. During the 12-kilometer driving in downtown Baoding, it lasted 35 minutes and was manually taken over three times. Among them, there are 21 traffic lights, and 7 intersections turn … NOH, a tiny city that re-perceives the route, shows excellent performance, especially in the face of complicated scenes such as congested roads, alternating traffic lights and mixed traffic, which is handled naturally and leads the product industry.

Finally, there is the "commercial battle of terminal logistics automatic distribution". The terminal logistics automatic distribution vehicle Little Magic Camel 3.0, with a price of 89,999 yuan, is the world’s first medium-sized terminal logistics automatic distribution vehicle with a price of 90,000 yuan, which can meet the needs of nine major scenes such as logistics, supermarkets and retail. The launch of the product Little Magic Camel 3.0 has a milestone significance in the industrial process of large-scale commercialization of unmanned vehicles in China. At present, the small magic camel has delivered more than 220,000 orders. The little magic camel will soon make a profit in the fourth quarter of 2023 in Shangchao’s performance delivery scenario. In the commercial sense, Millie has the ability to become the first company in the world with large-scale profit L4 business. This also marks the official birth of the world’s first L4 autonomous driving profit model.

Take the lead in "crossing the gap"

Born in Baoding, it was hatched by the Smart Driving Prospective Branch of Great Wall Motor Technology Center. At the end of 2019, we started several rounds of financing independently from the Great Wall system. The well-known names in the industry such as Meituan, Qualcomm and Gaoyao Capital are all strategic investors. However, Great Wall still completed absolute control of Millie through two subsidiaries.

So before, the main cooperation of Millicent focused on the products of various brands of the Great Wall. In an interview in September 2021, Gu Weihao described the relationship with the Great Wall. "The Great Wall itself is a very thick leg. It sold 1 million vehicles for several years in a row. The strategy announced in 2025 is to sell 4 million vehicles (one year). Why don’t I serve the Great Wall well?"

On this basis, Millie is also actively expanding cooperation with other OEMs. Cheyun. com learned that Dai Dali, CTO of Hezhong New Energy Vehicle, who was invited as a third-party car company, revealed that Nezha is negotiating cooperation with Millie on autonomous driving. Another senior executive of Mimo said that regarding the specific progress of cooperation between other OEMs and Mimo, it may be expected that Mimo will release new news in the future.

The explosive sharing of this technological achievement is undoubtedly a crucial breaking point for the future. The intelligent driving scheme of 3,000 yuan is itself an attitude of opening up technical capabilities to the whole industry. The status quo of the industry is that intelligent driving is developed by a few OEMs with development capabilities, and the models equipped with related hardware are 20,000 to 30,000 yuan more expensive than the ordinary version, and there may be a lot of subscription fees.

The two main players in the supplier model are Horizon and DJI. In particular, DJI’s smart driving scheme is considered as the floor price of smart driving by the industry. In September, two Linxi versions of Baojun Yunduo equipped with DJI plan were officially launched and delivered, of which the price of Baojun Yunduo 460Pro Linxi version was 125,800 yuan, and the price of 460 Max Linxi version was 133,800 yuan. It is 10000 yuan more expensive than the ordinary version.

Therefore, the three intelligent assisted driving products HP170, HP370 and HP570 released this time not only brought the intelligent driving ability to the "thousand yuan era" for the first time. Moreover, it will help alleviate the technical anxiety of the late-stage manufacturers of smart driving, and let smart driving technology return to the most mainstream supplier era in the automobile industry in the past. As the vanguard of intelligent driving solutions, Mimo always holds an open and shared attitude towards technological achievements, and some people in the industry also mentioned the establishment of a data sharing mechanism at the event site. The establishment of data sharing mechanism can help car companies get rid of the infinite expansion of chip computing power and make more efficient iterations based on real scenes.

Of course, this will also play a huge role in establishing its own cost advantage and data barrier. Therefore, at the end of the speech, Gu Weihao mentioned: "Millie is about to be established for the fourth anniversary. As soon as an appointment is made, thousands of mountains will be unimpeded. Millionaires will continue to use AI to connect the wider world and use technology to ask for a broader future. " The vast number of users in the middle and low price segments get the leapfrog experience of intelligent driving. Even in the price war, the differentiation in the field of intelligent driving can still bring a new dawn to many automobile manufacturers.