Until 2023, there is little hope about when the new forces will make money, believing that they will not be able to make money in the short term. Many people feel that if the new forces make money, then there is no story to tell, only the story told when the huge loss is lost can be more attractive, but in the first quarter of 2023, the ideal really made money.
In the first quarter of 2023, Li Auto achieved profitability, starting from the fourth quarter of last year, it has achieved profitability for two consecutive quarters, with a net profit of 930 million yuan in the first quarter, and on the day of the financial report, Li Motor's stock price rose sharply in US stocks and Hong Kong stocks, announcing the ideal delivery volume almost every week, and almost all aspects are rolling other new forces.
The intelligence of the ideal MPV should not wait?
While making money, the ideal new MPV exposure news is increasing, this car is not only an MPV so simple, more importantly this will be the ideal first pure electric model, this car compared to the current ideal L series model, what will be the difference in intelligence?
This ideal MPV model, is likely to be named ideal M9, in the previous ideal has officially registered this name, with the size of this car and ideal previous naming method, the probability will be called ideal M9, and M series is likely to be the next ideal MPV model series code.
With the continuous emergence of new energy MPV models in recent years, this is a new market outlet. This ideal pure electric MPV is about 5.3 meters long, the wheelbase may exceed 3.2 meters, this size is really a full-size MPV model, almost larger than all MPV models currently on the market, this car will be released in the second half of 2023, it is expected to be like last year's ideal L9, released in July, delivered in September, but the pure electric M9 model may also not be delivered until the end of the year.
In the second half of this year, when the ideal AD Max 3.0 lands, the ideal MPV with a laser mine on its head is likely to be able to open assisted driving when it is delivered. The ideal shape of this MPV is more topical, the appearance is not very similar to the current mainstream MPV models, some people say that it is like the bullet of Toyota Previa in the past, and some people say that it is like the front of the high-speed rail, of course, the appearance is a matter of opinion. The laser thunder above the head of the ideal MPV may still be the Hesai AT128 equipped with the ideal L series model, and we have also seen from some spy photos that some road test models do not have lidar.
Then in the intelligent driving part, the ideal pure electric MPV may also be divided into two configurations, high-end AD Max and low-end AD Pro, the appearance of the car can be distinguished, the difference is whether there is LiDAR.
At present, the ideal AD Max intelligent driving system includes a Hesai AT128 lidar, six 8 million pixel cameras and five 2 million pixel cameras, one millimeter wave radar and 12 ultrasonic radars in terms of perception hardware, and its computing part includes AP controller Horizon J3 + J5 chip (responsible for adaptive cruise) and SP controller customized 2 NVIDIA Orin-X chips (responsible for high-end assisted driving).
The AD Pro system will use dual front-view cameras, no lidar, and the core computing unit is a Horizon Journey 5 chip with a computing power of 128Tops, which can realize high-speed NOA navigation assisted driving.
The ideal AD Max 3.0, with both BEV and occupied networks?
Ideal will launch the AD Max 3.0 system from this quarter, indicating that Ideal assisted driving will also begin to enter the city. The ideal AD Max 3.0 will begin to get rid of the dependence on high-definition maps through the latest large model AI algorithms, and begin to perceive, decide, and plan in real time like human drivers.
From the ideal current release of assisted driving video, this AD Max 3.0 system in the urban area performance can reach the mainstream level, in the face of some difficult scenes such as temporary road repair sections, and there are a large number of people and vehicles mixed road sections, it can achieve accurate identification, and smooth and safe passage, for some detailed aspects, such as suddenly opened doors, puppies that are crossing the road, the system can achieve more accurate identification, although this perception system does not have a lateral millimeter-wave radar, But the visual perception is relatively perfect.
The ideal AD Max 3.0 system uses three neural network large model algorithms, namely static BEV network, dynamic BEV network and Occupancy network, and also enhances the Occupancy network with NeRF technology to restore higher accuracy and detail, so as to achieve as complete a restoration of the physical world as possible on the virtual model.
The perception data of these three neural network large model algorithms will be summarized into the predicted model, and through further calculation and deduction, the prediction of the trajectory of all the surrounding traffic participants in the next few seconds can be output in real time, and the system will predict a variety of results respectively, enhance the redundancy of the system, provide richer information for the subsequent decision-making planning, and prepare a variety of schemes. At present, Li Auto's autonomous driving training mileage has exceeded 400 million kilometers, and the training time has reached 10.74 million hours.
The static and dynamic BEV network mentioned above, as well as the Occupancy network, you should be familiar with it, this BEV network has been a necessary skill for almost all new forces in the city assisted driving, and what is this Occupancy network? If you translate it into Chinese, you can understand at once that the Occupancy network is occupying the network, Tesla mentioned this technology at last year's AI DAY, and this year NIO and Ideal have also begun to use.
Xpeng has realized some functions of urban NGP assisted driving through BEV network and other technologies; Huawei's autonomous driving models will also gradually develop urban NCA functions in cities without maps this year. NIO's occupied network technology through lidar will also deploy the city's NOP function this year; Tesla will use an end-to-end architecture for the next version of FSD Beta, and FSD is likely to enter China this year.
And ideal not only uses BEV, but also uses the occupation network, this year will also be in the city without map large-scale opening of the landing assisted driving NOA function, ideal this step is not late, and with the ideal L series model mass delivery, the ideal amount of data information acquisition should be much more than Xpeng, NIO and Huawei.
This is indeed a fact that other new forces have to admit, although the ideal refrigerator color TV sofa has not been sprayed on the Internet, but the display of sales has left many people speechless, of course, this may only be a short-term phenomenon at present, Xiaopeng and NIO and other new forces of the model is also in the pain of the replacement transformation, the ideal is to seize this opportunity, so there is the current performance, after a period of time the competition may be more fierce than now.
summary
The ideal MPV has the blessing of AD Max 3.0, and the cockpit part is likely to use the Qualcomm 8295 chip driven by the car, from some spy photos, the cockpit of this new MPV should not completely replicate the cockpit design of the L series model.
Of course, this new pure electric MPV that may be named the ideal M9, and may also be equipped with 800V architecture and 4C fast charging and other cutting-edge technologies of current pure electric models, ideal through the way of self-built charging piles, has begun to pave the way for later pure electric models. When a number of new energy MPV models are strangled together, the market may also give birth to new opportunities.