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FSD (Full Self-Drive), "Full Self-Drive". FSD is a fully self-driving solution that Tesla has developed for many years, with the goal of enabling driving without human intervention. Tesla announced on Friday that its cars have traveled 1 billion miles with the help of its Full Self-Driving (FSD) software, which CEO Elon Musk praised: "It won't be long before Tesla's FSD mileage exceeds 10 billion miles." ”
Recently, Musk said on X that Tesla's cumulative investment in the field of autonomous driving this year will exceed $10 billion. The remarks stemmed from an EV proponent's speculation about Tesla's FSD training process, with Musk pointing out in response to netizens that Tesla will spend more than $10 billion this year on training calculations, data pipelines, and video storage.
Musk wrote: "The difficulty of achieving universal autonomous driving is staggering, and it requires everything we described above and more. This year alone, Tesla will spend more than $10 billion in training computing, massive data pipelines, and massive video storage. But that's nothing compared to the roughly $250 billion worth of cars on the road with Tesla-designed AI inference computers installed and trained by drivers. ”
-- The evolution of autonomous driving technology architecture
According to the "Autonomous Driving 3.0 Era, Large Models Reshape the Intelligent Technology Route of Automobiles" released at the 2023 (7th) Gaogong Intelligent Vehicle Annual Conference, the autonomous driving of mainland China has entered the 3.0 era.
The 1.0 era of autonomous driving is hardware-driven, mainly relying on lidar and artificial rules to provide autonomous driving solutions. The 2.0 era is software-driven, characterized by sensors outputting results separately and providing autonomous driving solutions with small models and less data. The 3.0 era is a data-driven era, which uses multi-modal sensors to jointly output results and provides autonomous driving solutions in the mode of large model big data.
-- Autonomous driving will become an important development direction for future transportation
Autonomous driving technology, as one of the important applications in the field of artificial intelligence, is gradually entering our lives and becoming an important development direction of future transportation, playing an important role in the improvement of traffic safety, the optimization of traffic efficiency and the selection of travel modes. Autonomous driving has already been used in a variety of fields, such as public transportation, taxis, logistics and distribution, and urban infrastructure. In the future, with the further development of technology and the improvement of regulations, it is expected that more application scenarios will emerge.
-- Autonomous driving technology path planning of major car companies
At present, China's major car companies have laid out the autonomous driving business, Geely, Great Wall, Changan, Dongfeng, FAW Hongqi, SAIC, and Chery have achieved L3 level intelligent driving layout, of which Geely, Great Wall, and Dongfeng have entered the L4/L5 level intelligent driving field, and by 2025, major mainland car companies will deploy L4/L5 level intelligent driving.
-- Prediction of the penetration rate of autonomous driving
From the perspective of penetration rate, it is optimistically predicted that by 2030, the penetration rate of L0, L1, L2, L3 and L4 autonomous driving in China will reach 7%, 11%, 51%, 20% and 11% respectively.
According to the report of the Prospective Industry Research Institute, with the development of 5G, cloud computing, Internet of Things and other technologies, the performance and stability of the autonomous driving system have been greatly improved. In terms of key technologies such as perception, decision-making, and execution, in the future, autonomous driving technology will achieve more breakthroughs and market applications, and continue to develop in a more efficient, safer, and intelligent direction.
Minsheng Securities said that it is optimistic about the FSD installation rate and the catalysis of the landing of new models on Tesla's vehicle sales, and is bullish on Tesla's industrial chain; At the same time, it is expected that the increase in FSD mileage will bring about the continuous optimization of intelligent driving algorithms, and accelerate its landing through the reuse of algorithms to humanoid robots, which is optimistic about intelligent driving and humanoid robots.
Prospective Economist APP Information Group
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