Wallstreetcn
2024.07.31 03:52
portai
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He Xiaopeng reveals his cards: "Fully autonomous" driving from door to door by the end of the year!

Xiaopeng He said that XPeng Motors plans to achieve door-to-door autonomous driving by the end of the year. Previously, XPeng Motors conducted a public test of automatic toll payment at ETC toll stations on July 29th and plans to connect parking lot barriers and national roads by the fourth quarter of 2024. Xiaopeng He believes that AI is the next big trend, and XPeng Motors is committed to making breakthroughs in the field of autonomous driving. The launch and updates of the XNGP system are also important steps towards achieving the goal of intelligent driving. In the future, XPeng Motors will embark on a new journey in the global market

The United States is working hard on end-to-end, what are people arguing about in China today? They are arguing about the weekly sales ranking.

At the AI ​​autonomous driving conference that ended two hours ago, He Xiaopeng showed off his surfing intensity.

Behind this joke is He Xiaopeng, who returned from his trip to the United States, believing that across the ocean, the United States is sprinting on the track of AI-based technologies such as robots and autonomous driving, while he does not approve of some of the current trends in China.

In his view, there are four waves in this AI trend: chips, large models, autonomous driving, robots.

"Xiaopeng will enter all of the above," He Xiaopeng summarized.

AI is replacing new energy and becoming the next big trend, and He Xiaopeng is another entrepreneur racing between two eras - where does his confidence come from?

Broadly speaking, it is Xiaopeng's annual R&D investment of 3.5 billion yuan in AI-related technologies; specifically, it is the full-scale push of the XOS 5.2.0 Tianji system tonight, and even the continuous updates of 5.3 and 5.4 later this year.

He Xiaopeng hopes that these three versions will completely establish the XNGP user mindset of "good to drive everywhere" for Xiaopeng Motors, and ultimately achieve a high-level, end-to-end intelligent driving experience at the door-to-door level in the fourth quarter.

Moreover, starting from August 15th, just half a month later, XNGP will embark on a new journey of "good to drive globally" - Tianji 5.2.0 will be officially pushed to overseas users.

Tonight, in Guangzhou, it is the most intense summer in China's new car competitiveness, and He Xiaopeng has revealed the core sword.

Can AI+XNGP pave the way for Xiaopeng Motors in the new era?

XNGP's usability, usefulness, and desirability

In 2021, Xiaopeng P7 began to push VPA parking memory parking. We recorded the details of Xiaopeng's intelligent driving "useful" features for the first time at that time, even the details that are "necessary" in daily life.

Three years later, He Xiaopeng hopes that every function and detail of XNGP will evolve from "usable" to "useful" comprehensively

There are standards for good and bad, XNGP's "good nationwide" standard, the official has given three: "no city restrictions, no route restrictions, no road conditions restrictions".

Just meeting the first standard "no city restrictions", XPeng has been on the road for nearly 20 months, which is also the competitive trend of China's intelligent driving from high-precision maps to mapless, evolving to end-to-end comprehensive pursuit of landing.

He Xiaopeng said that behind XNGP without city restrictions, XPeng claims to be the first in the country to travel through 2595 cities, experiencing 7.56 million kilometers of real vehicle testing.

"There is no standard answer, anyway, we ran on our own, it was really hard, most (car companies) are not willing to spend so much money, so much time."

Longer than 20 months, XPeng spent two years, covering the road network from "city expressways → some main roads → all city main roads → all public roads".

When it comes to this topic, He Xiaopeng pointed out the division of the industry's "black and white lists": he pointed out that some whitelist-style "can be opened nationwide" are only for some roads and some users.

"Some places you haven't tested, you can't open," He Xiaopeng said that the whitelist model is equivalent to "only daring to open some sections, in fact, we have also experienced this model."

But he is fortunate that Xiaopeng Motors ultimately achieved the blacklist mode first, with only a very small number of constraints according to regulatory requirements.

The ultimate version without restrictions, He Xiaopeng summarized in just three words: "door-to-door."

The scenario summarized in these three words is probably only surpassed by Xiaopeng's own imagination - a bold enough flag, the question is when He Xiaopeng will achieve it?

He gave a deadline:

"Public testing of automatic ETC toll booths on July 29" → "Open parking lot gates in the fourth quarter of 2024" → "All national roads will be opened in the fourth quarter of 2024, including internal roads in industrial parks."

"China has nearly ten thousand traffic lights, really bleeding," He Xiaopeng joked about the complexity of urban road conditions in China, and said that some demos look good, but "if you let it run across the country, it's completely different."

As for the third criterion "unrestricted road conditions," He Xiaopeng believes that XNGP in July can start solving two major urban area experience difficulties: U-turns and roundabouts.

He described the complexity of U-turns and roundabouts as follows: "It's easy for a three-year-old child to grab something, but it's hard for him to put something back" - he believes the core behind this is "planning while perceiving."

And XNGP in July is the third of the four stages of intelligent driving in China defined by He Xiaopeng: in addition to industrial parks, gates, ETC, it will conquer other city public roads and complex road conditions.

XOS 5.2.0, Xiaopeng's Global Intelligent Driving Journey

XOS 5.2.0 is the new journey of Xiaopeng's intelligent driving that is "good to drive" globally.

Starting from August 15th, in countries where Xiaopeng has already started sales and supports Dimensity chip models, users will gradually receive updates, including not only updates to the intelligent cockpit but also to the intelligent driving capabilities.

Of course, the global urban intelligent driving still needs to wait, but Xiaopeng believes they are moving faster.

"Why can we move faster in Europe? Because we have the experience in China," he believes that XNGP will gradually cover all public roads in other countries around the world in a faster time frame.

Previously, he used a three-year-old child to describe XNGP's control over complex road conditions. When talking about the globalization of intelligent driving, Xiaopeng believes that after crossing the entire country, Xiaopeng Motors has officially entered the stage of being "good to drive" globally.

Behind this is a comprehensive acceleration.

Xiaopeng pointed out that the internal iteration speed of XNGP has now reached one version every two days, "previously it was a formal upgrade every four to five months."

Rapid iteration requires massive data support. Currently, Xiaopeng Motors' simulation speed is claimed to have reached a scale of "tens of millions of kilometers per day." The foundation of crazy iteration is even more "crazy" investment.

"In the past, we spent 1 billion, now I'm sorry, we will invest tens of billions every year." He Xiaopeng believes that in terms of investment scale, iteration scale, and data scale, this year will be a crucial year for intelligent driving in China.

From being able to drive nationwide, to driving well nationwide, and then to driving well globally in the future, He Xiaopeng believes that by "the end of next year to the year after next," they can truly make XPeng's users feel the "love" of intelligent driving.

5.2.0 is the prelude to this topic.

Yu Tong, the head of XPeng's intelligent experience, pointed out that 5.2.0 covers a total of 484 update items, but they do not want to call it "6.0" because "every small version update that follows will have such a large scale of updates."

"Faster iteration than smartphones," Yu Tong describes the next evolution of XOS.

The most crucial aspect is "driving well nationwide," for which Yu Tong provided a more important quantitative indicator:

Truly nationwide: Without using highways, more than 99% of the roads from Guangzhou to Harbin/Urumqi can be driven using XNGP

Unrestricted road conditions: Amap version 8-9 can handle roundabouts and U-turns, XNGP version can also pass.

Unrestricted routes: Users within the XPeng app can spontaneously vote on destinations, and XPeng will live stream to wherever the votes go.

A personal note here: Guangzhou Zhongda Cloth Market hopes all smart driving companies can live stream from there.

Lastly, here is a summary of some functions in the intelligent cockpit area, presented directly with images, such as the brand new 100-meter reverse tracking:

For example, enabling gesture control of the car through Apple Watch:

And also, a brand new personalized cockpit with higher freedom in defining the dashboard:

Ten Years of XPeng, A Global Beginning

This year marks the tenth anniversary of XPeng Motors.

These ten years have also been a decade of rapid changes in China's new car manufacturing industry, from coding with bare arms to now being known as the "world's only end-to-end intelligent driving" company. He Xiaopeng has gone through another entrepreneurial era.

For XPeng Motors in the new decade, the main theme is globalization.

He Xiaopeng first announced that within 24 months, the first model based on the electronic and electrical architecture jointly developed by XPeng Motors and Volkswagen Group will be officially mass-produced and launched.

On July 26th last year, the "big and small cooperation" was officially announced. Volkswagen Group invested $700 million in XPeng Motors, acquiring 4.99% of the shares, and officially started comprehensive and in-depth strategic cooperation.

"XPeng has learned global quality management and demand management from Volkswagen," He Xiaopeng said that this cooperation is a key driving force for XPeng's globalization acceleration.

It is expected that this year, XPeng Motors will enter 30 countries, and with a local price range of 40,000-80,000 euros (310,000-630,000 yuan), the G9 has already taken the first place in multiple countries in the segmented market "I look forward to the next ten years, where XPeng cars can be seen in many countries when people travel abroad," said He Xiaopeng.

Finally, summarizing his expectations for the new decade, new Chinese car manufacturing, Chinese intelligent driving, and XPeng cars, in a sentence he said during a group interview after the press conference:

"I believe that when my children grow up, they won't need to learn how to drive."