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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. In the context of fierce competition in the global electric vehicle market and sluggish market demand, Tesla is fully committed to autonomous driving, trying to rely on it to fight a "turnaround".
Recently, Tesla's "FSD" has been coming with good news. Recently, the V12 version of Tesla's FSD software has begun to accelerate in North America, and its frequency of manual intervention is only one percent of that of the V11 version. At the same time, Tesla has already driven 1 billion miles with the help of its FSD software, and Tesla's cumulative investment in the field of autonomous driving will exceed $10 billion this year.
In order to better popularize FSD, Tesla CEO Elon Musk personally arranged a new task for front-line sales, requiring sales to take the owner to experience FSD before handing over the car, and announced that it would provide a one-month FSD free trial for users who buy new cars. FSD fees have also dropped significantly, with the FSD subscription price dropping from $199 to $99 per month; The purchase price of the FSD package has also been reduced from $12,000 to $8,000.
On April 24, at Tesla's Q1 2024 earnings call, Tesla CEO Elon Musk emphasized, "If anyone wants to invest in Tesla stock, then I strongly recommend that you try FSD, if you don't know FSD, it's hard to say that you know Tesla." "Even if aliens kidnap me tomorrow, Tesla will solve the problem of autopilot."
Musk said that "we are indeed moving towards a future where electric vehicles are self-driving, and gasoline cars will be like riding a horse and using a flip phone" and that "the perception of Tesla is almost all about solving the problem of self-driving and being able to turn on self-driving for a large fleet of vehicles".
-- Autonomous driving is in the transition stage from combined driving assistance to conditional autonomous driving
Autonomous driving refers to the ability of a car to autonomously perceive the surrounding environment, make decisions, and perform driving tasks without the direct control of a human driver, through sensors, controllers, actuators, computing platforms, communication technologies and other devices, so as to achieve safe and efficient vehicle operation.
According to the GB/T 40429-2021 "Classification of Automobile Driving Automation" issued by the State Administration for Market Regulation, based on the degree to which the driving automation system can perform dynamic driving tasks, according to the role allocation in the execution of dynamic driving tasks and whether there are design operation range restrictions, automotive driving automation can be divided into levels 0 to 5, corresponding to emergency assistance, partial driving assistance, combined automatic driving, conditional automatic driving, highly automated driving and full automatic driving. At present, with the advancement and development of technology, the autonomous driving industry is in the transition stage from combined driving assistance to conditional autonomous driving.
-- Comparison of autonomous driving architectures of leading enterprises
According to Xiaomi's technology conference, the underlying algorithm adopted by Xiaomi Zhijia is BEV+Transformer+Occupy the network, and the large model technology is fully integrated. However, compared with Tesla and Huawei, which are leaders in the field of autonomous driving, Xiaomi's underlying algorithm for autonomous driving is still similar to Tesla's FSD V11 in 2022, while Tesla has begun to formally train end-to-end models in 2023, and has released the FSD Beta V12 beta version in 2024. Compared with Huawei, a Chinese manufacturer, Huawei adopts the BEV + Transformer + GOD network (General Obstacle Detection Network) architecture, and further enhances the inference network based on road topology, which has excellent performance in actual operation and reduces the dependence of autonomous driving technology on high-definition maps.
——The development trend of autonomous driving technology: it is developing in the direction of being more efficient, safer and smarter
With the development of technologies such as 5G, cloud computing, and the Internet of Things, the performance and stability of autonomous driving systems 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.
Prospective Industry Research Institute believes that China's autonomous vehicle industry is currently and will be in the initial stage of research and development for a period of time in the future, so China is still in the development period of the automatic automobile industry, and it is expected that with the continuous improvement of foreign technology maturity, the enthusiasm of domestic car companies to participate in the research and development of autonomous vehicles will rise. 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.
Musk said that in the future, almost all cars will be self-driving, and there will only be a small number of manually driven cars for entertainment. He believes that the direction of future automobiles is electrification and autonomous driving. Cars without self-driving in the future are not useless, but rare, and autonomous driving is only a matter of time. In addition, Musk said that "self-driving cars will be worth 5-10 times more than regular cars." ”
Prospective Economist APP Information Group
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