Smart and Sustainable Electric Mobility
The data center has a computing power of 1,420 PFLOPS, allowing autonomous driving models to be trained up to 125 times faster.
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Horizon Robotics' former smart driving R&D director Liao Jie has joined BYD as head of the latter's smart driving team in Shanghai, according to local media.
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BMW will be fully prepared for the future adaptation and application of L3 autonomous driving features in China in accordance with local regulatory requirements, it said.
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BMW will be fully prepared for the future adaptation and application of L3 autonomous driving features in China in accordance with local regulatory requirements, it said.
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A total of 13 percent of NEVs were equipped with more advanced L2+ driver assistance systems, with Li Auto and Nio contributing about half of that total.
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NOP+ has achieved full coverage on Beijing's city ring roads, including the 2nd, 3rd, 4th and 5th ring roads, as well as fast roads and highways, Nio said.
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With the official release of NOP+, Nio brings a new BEV and occupancy network awareness model and switches to the same technology stack as NAD.
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Nio (NYSE: NIO) has ended beta testing of NOP (Navigate on Pilot) Plus, its assisted driving software, and started accepting paid subscriptions as planned.
Along with the release of Nio OS Banyan 2.0.0, NOP+ Beta will be upgraded to the official version, the electric vehicle (EV) maker announced today.
Starting July 1, NOP+ will start accepting subscriptions at RMB 380 ($52) per month, and free access benefits for new car buyers will be handed out at the same time, Nio said.
As of June 30, NOP+ Beta has been in a free trial for 185 days and has accumulated 42.86 million kilometers, adding 2.1 million kilometers per week, the company said.
More than 52,000 users participated in the NOP+ Beta trial, and the software achieved rapid iterative updates, it said.
On the official version of NOP+, Nio brought a new BEV (Bird's Eye View) and occupancy network perception model and switched to the same technology stack as NAD (Nio Autonomous Driving), it said.
The BEV perception architecture can display richer information including dynamic models, road elements, vehicle taillights, and turn signals, allowing assisted driving to reduce the frequency of degradation by 80 percent, resulting in a smoother NOP+ experience, Nio said.
In the second half of 2023, NOP+ will be extended to cover battery swap scenarios in highway service areas, and gradually cover battery swap stations in highway service areas nationwide, it said.
In the future, Nio will continue to optimize the assisted driving experience based on BEV and occupancy network awareness model, it said.
NOP+ will be pushed to vehicles with the Banyan 2.0.0 CN release, and users who do not receive the push in time will get 1 month of free access, Nio said.
The new ES6 already comes with Banyan version 2.0.1 CN software, and the ET5 Touring and new ES8 come with Banyan 2.0.0 CN on delivery, it said.
Nio announced on April 10 that customers who purchase ET7, ES7, EC7 and ET5 customers before June 1, and the new ES8 before August 1, will receive 2 years of free access to NOP+.
Customers who have previously purchased Nio Pilot software will receive at least 5 years of free NOP+ access if they purchase a new model of Nio's Banyan-based system again, Nio said at the time.
On May 31, Nio announced that all customers who purchase a new Nio vehicle will receive 1 year of free use of NOP+, with an expiration date for the benefit to be announced in the future.
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Nio deliveries rebound to 10,707 units in Jun as new models bring relief
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City NGP feature is expected to cover dozens of additional cities within the year, XPeng said.
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XPeng's (NYSE: XPEV) Advanced Driver Assistance System (ADAS) similar to Tesla's FSD (Full Self-Driving) is now available in Beijing, making the company the first to launch the feature in the Chinese capital city.
The XPeng feature, called City NGP (Navigation Guided Pilot), is open in Beijing for users participating in a public test and is currently available on Beijing's ring roads and major highways, according to a press release today.
In addition to public test users, the feature will soon be available for general users of the Max version of XPeng's flagship G9 and P7i with the Xmart OS 4.3.0 system update, it said.
XPeng P5's P-version models will also be able to use the City NGP feature in Beijing after upgrading to Xmart OS 3.5.0, according to the company.
City NGP is an ADAS feature similar to Tesla's FSD, which allows the vehicle to perform driving tasks when it is activated and navigation destinations are set.
This includes cruising at a safe distance from the vehicle ahead, changing lanes due to navigation or vehicle overtaking decisions, handling merging and lane splitting, and going around stationary vehicles or obstacles.
On September 17, 2022, the City NGP feature became available on a pilot basis in Guangzhou, where XPeng is headquartered. One month later, XPeng officially opened the feature to all eligible P5 cars in Guangzhou on October 21.
When XPeng launched its flagship SUV, the G9, on September 21, 2022, it said the model would feature a second-generation assisted driving system called XNGP.
XNGP is a full-scenario assisted driving system, and XPeng aims to have it provide driving assistance in all scenarios including highways, city roads, internal campus roads, and parking lots.
On October 24, 2022, XPeng said at its annual Tech Day event that XNGP for G9 Max will enable support for City NGP in Guangzhou, Shenzhen and Shanghai in the first half of 2023.
On March 31 of this year, XPeng announced that XNGP achieved the first phase of capability, covering the G9 Max and P7i Max versions, to gain City NGP capability in Shanghai, Shenzhen and Guangzhou, three cities with high precision map coverage.
Phase 2 of XNGP, which XPeng will launch in the second half of 2023, will see full lane-changing, overtaking and left/right turn capabilities extended to major Chinese cities without high-precision maps, while full-scenario ADAS is planned for 2024, the company said at the time.
When the full rollout of the XNGP system is completed in 2024, it will enable full-scenario ADAS from start to stop, the company said.
Based on XNGP's ability to iterate quickly, the improved capabilities of City NGP brought by the Xmart OS 4.3.0 upgrade will allow vehicles to handle tasks including lane changes, detours and following vehicles with greater ease, XPeng said today.
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City NGP under the XNGP system has powerful AI learning capabilities that will allow driving skills to improve faster and also allow it to cover more cities at a faster pace, according to XPeng.
In addition to Beijing, Shanghai, Guangzhou and Shenzhen, the City NGP feature is expected to cover dozens of additional cities within the year, XPeng said.
The latest XNGP will also bring next-generation Highway NGP capabilities that perform closer to L4 assisted driving, with almost 0 takeover in highway scenarios, the company said.
City NGP has gained the equivalent of one year of driving experience for human drivers on average each quarter since its launch in October 2022, XPeng said.
In the second half of 2023, XPeng will gradually release ADAS features for Chinese cities or urban areas without HD map coverage, it said, adding that it also plans to offer customized NGP features for daily commutes across the country.
These initiatives will cater to a wider range of driving scenarios and provide users with a more intelligent driving experience in a variety of environments, XPeng said.
XPeng is seen as one of the strongest in China in terms of assisted driving capabilities, though its local counterparts are also making rapid progress on their own.
NIO's similar feature is called NOP (Navigate on Pilot), though it doesn't yet cover urban areas. The company began allowing owners of all its NT 2.0 platform vehicles to apply for a trial of an improved version of the system, NOP+ Beta, on February 20.
NOP+ Beta covers 95 percent of China's core highways and urban fast roads, and offers significant improvements in safety and comfort of experience in scenarios including following, lane changing and overtaking, and ramp passing, NIO said on April 10.
NOP+ will gradually switch and upgrade to BEV architecture in 2023, and the hardware capability and algorithm architecture will help NOP+ cover more road scenarios, the company said at the time.
In addition, starting in the second half of 2023, the feature will support pilot navigation to battery swap stations along highways and automatic replacement of fully charged batteries, according to NIO.
NIO's assisted driving software covering urban areas is called NAD (NIO Autonomous Driving), and the system is not yet available.
Li Auto (NASDAQ: LI) unveiled its latest generation of assisted driving system, AD Max 3.0, on the first day of the Shanghai auto show on April 18. The system's all-scenario Navigation on ADAS (NOA) will kick off internal testing this quarter and will cover more than 100 cities by the end of the year, Li Auto said at the time.
XPeng says G6 gets over 25,000 orders 72 hours after pre-sale starts
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While the overall trend is for FSD to enter China, there are still two major issues before it becomes a reality -- data collection eligibility and supercomputing centers, according to CITIC Securities.
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A Chinese official's remarks a month ago sparked much anticipation for Tesla to bring FSD (Full Self-Driving) to China.
However, Tesla still has a lot of work to do if it makes this a reality. A team of local analysts shared their views in a new research note.
The trend of Tesla FSD entering China is becoming clearer, which is expected to accelerate the progress of intelligence in local electric vehicles (EVs), said a team of CITIC Securities analyst Lian Yixi in a research note today.
While the overall trend is for FSD to enter China, it is still two major issues away from becoming a reality -- data collection eligibility and supercomputing centers, according to the team.
Under China's current regulations, high-precision map mapping can only be conducted by qualified entities, and only 19 currently hold the qualification, the team noted.
Moreover, the compilation of electronic maps for navigation is currently open only to local companies, and the transmission of mapping data outside of China must also be approved in advance, the team said.
Map data is highly sensitive and related to national security, and exactly how Tesla should obtain the qualification is still unknown, the team said.
Viable options for Tesla include forming a joint venture with a Chinese company or moving the process forward in Shanghai on a pilot basis, but it would be difficult for it to roll out the effort on a large scale any time soon, according to the team.
In addition to map-related qualifications, Tesla would need to build a supercomputing center in China.
The pure vision route for autonomous driving relies more on massive data collection and model training for image processing, so Tesla built Dojo, a supercomputing center in the US, and developed its own D1 chip to improve the training efficiency of FSD, CITIC Securities noted.
And in China, even if Tesla obtains the data acquisition qualification, the probability is that it can only train the model locally in China and the data may not be allowed to be transmitted back to the US, the team said.
This means that to achieve the same training efficiency as in the US, Tesla would need to establish a supercomputing center in China similar to Dojo, which would require a certain development cycle and cost, according to the team.
Despite these two major issues, CITIC Securities believes that if Tesla succeeds in bringing FSD to China, it will benefit the overall intelligence of China's EVs, helping to strengthen consumer education, expand the market, and accelerate the process of letting the best win out.
The entry of FSD into China is likely to significantly strengthen consumers' awareness of the intelligence of cars and develop their daily needs and habits for smart driving, which is expected to allow the market to expand significantly in China, the team said.
It is also important to note that if Tesla introduces the highly profitable FSD to China, it has the potential to further reduce the prices of its vehicles and could launch a lower-priced Model 2/Q, with pricing likely in the RMB 150,000 ($21,070) to RMB 200,000 range, according to the team.
If such a scenario emerges, cost pressures on local low- and mid-range models would be further exacerbated, when obtaining a low-priced but qualified smart driving software from a third-party supplier could become a mainstream option for car companies with weaker R&D capabilities, the team said.
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Shanghai official hints at support for Tesla's FSD rollout in China
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Li Auto is hiring talent in China as well as abroad, and some of its core executives recently visited Silicon Valley, according to local media. | Li Auto US | Li Auto HK
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Li Auto (NASDAQ: LI) is ramping up its R&D investment at a time when its major local peers are struggling with weak sales.
Li Auto's smart driving and chip teams are expanding rapidly, and the extended-range electric vehicle (EREV) maker is hiring talent in China and abroad, according to a report today in local media outlet 36kr.
Some of Li Auto's core executives, including senior vice president Fan Haoyu, smart driving vice president Lang Xianpeng, and product strategy chief Zhang Xiao, recently visited Silicon Valley and launched recruiting presentations at universities, the report said, citing industry sources.
As part of its efforts to ramp up recruitment of talent for its smart driving R&D team, Li Auto even asked employees to recommend resumes, according to the report.
In addition to its smart driving team, Li Auto's chip development team is also expanding, with a new chip lead, Luo Min, already on board to fill the position, which was vacant, the report said.
Li Auto's chip team had fewer than 100 people last year, and the company plans to expand it to about 200 this year, according to the report.
Li Auto invited some of Zeku's employees to talk about onboarding after cell phone maker OPPO shut down the chip design unit, the report said.
As China's new energy vehicle (NEV) industry enters 2023 with weak sales, NIO (NYSE: NIO) and XPeng (NYSE: XPEV) were seeing sales decline due to product switches.
In contrast, Li Auto maintained strong sales, delivering 25,681 vehicles in April, another monthly high and the second consecutive month over the 20,000-delivery mark.
Li Auto's 5-seat SUV, the Li L7, delivered more than 10,000 units in April, its first full month of deliveries.
On April 18, Li Auto unveiled its all-electric solution on the first day of the Shanghai auto show, along with its latest generation of assisted driving system, AD Max 3.0, and said the software will be free for life.
AD Max 3.0's all-scenario Navigation on ADAS (NOA) will kick off internal testing this quarter and will cover more than 100 cities by the end of the year, Li Auto said at the time.
Li Auto CEO predicts China NEV penetration to exceed 80% by Dec 2025
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