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Exclusive: Xpeng's New Model Due in Q4 to Ditch LiDAR and Move to Tesla-like Pure Vision Solution

Exclusive: Xpeng's New Model Due in Q4 to Ditch LiDAR and Move to Tesla-like Pure Vision Solution

獨家消息:小鵬汽車的新車型將於第四季度放棄激光雷達,並轉向特斯拉式純視覺方案。
CnEVPost ·  00:10

Xpeng's new model, internally codenamed F57, will not be using any LiDAR and move to a pure vision solution similar to Tesla's FSD, a source familiar with the matter told CnEVPost.

據知情人士告訴CnEVPost,小鵬汽車的新車型內部代號爲F57,不會使用任何激光雷達,而是採用類似於特斯拉FSD的純視覺解決方案。

(A rendering of Xpeng's new model, internally codenamed F57, obtained exclusively by CnEVPost.)
(一張CnEVPost獨家獲得的小鵬汽車新車型內部代號F57的效果圖。)

Xpeng (NYSE: XPEV) will launch a new model, internally codenamed F57, in the fourth quarter that will ditch the use of LiDARs, CnEVPost has learned.

小鵬汽車(NYSE:XPEV)將會在第四季度推出一款名爲F57的新車型,CnEVPost了解到該車將會放棄使用激光雷達。

The model won't be using any LiDARs, and the smart driving system will switch to a pure vision solution similar to Tesla's (NASDAQ: TSLA), a source familiar with the matter told CnEVPost today.

據知情人士今日告訴CnEVPost,該車不會使用任何激光雷達,智能駕駛系統將會交換到類似於特斯拉(NASDAQ:TSLA)的純視覺解決方案。

Tesla's assisted driving system hasn't used LiDAR from the very beginning, and in China all local electric vehicle (EV) makers except for Baidu-backed Jiyue use LiDAR's capabilities in their most capable version of smart driving software.

特斯拉的輔助駕駛系統從一開始就沒有使用過激光雷達,而在中國,所有本地電動汽車製造商,除了百度支持的吉越使用激光雷達能力的最強化版本智能駕駛軟件之外,其他都使用了激光雷達。

The plan to ditch LiDAR in an upcoming new model is a major shift for Xpeng, as the company was the first in the world to install LiDARs in production vehicles.

對於小鵬汽車來說,捨棄激光雷達是一個重大的轉變,因爲該公司曾經率先在生產車輛中安裝了激光雷達。

On September 15, 2021, Xpeng launched the P5 electric sedan, which used two LiDARs in its top-trim variant. After the P5, the P7's facelift, the P7i, as well as newer models including the G6, G9, and X9, all featured two LiDARs.

2021年9月15日,小鵬汽車推出了P5電動轎車,其頂配版本使用了兩個激光雷達。P5之後,P7的改款車型P7i以及包括G6、G9和X9在內的新車型都擁有兩個激光雷達。

However, He Xiaopeng, Xpeng's chairman and CEO, does not seem to be a strong advocate of LiDAR.

但是,小鵬汽車的董事長和CEO何小鵬似乎不是激光雷達的強烈支持者。

From the perception point of view, LiDAR is less important than cameras, just like a person is observing the entire world with his eyes, Mr. He mentioned in a September 2021 interview with local media.

從感知的角度來看,激光雷達比攝像頭不那麼重要,就像一個人用他的眼睛觀察整個世界一樣,何先生在2021年9月接受本地媒體採訪時提到。

Late last month, Mr. He experienced Tesla's FSD (Full Self-Driving) during a visit to the US and praised the software for performing "extremely well" in Silicon Valley and on the highway.

上個月底,何小鵬在訪問美國期間體驗了特斯拉FSD(全自動駕駛),並稱贊這一軟件在硅谷和高速公路上的表現“非常好”。

Mr. He's visit was intended to pave the way for Xpeng to launch a Tesla-like pure-vision solution, the source told CnEVPost.

據知情人士告訴CnEVPost,何小鵬此次訪問旨在爲小鵬汽車推出一個類似於特斯拉的純視覺解決方案鋪平道路。

Xpeng is seen as one of the strongest players in China's smart driving space, with its XNGP (Xpeng navigation guided pilot) assisted driving feature now covering almost every city in China.

小鵬汽車被視爲中國智能駕駛領域中最強大的競爭者之一,其XNGP(小鵬導航引導駕駛)輔助駕駛功能現在已經覆蓋了中國的幾乎所有城市。

In Xpeng's efforts to increase the city coverage of its XNGP feature over the past few months, LiDARs have only been used as an aid when dealing with static targets, CnEVPost has learned.

在過去幾個月裏,小鵬汽車爲了增加XNGP功能的城市覆蓋率,學習使用激光雷達時只在處理靜態目標時使用激光雷達,CnEVPost了解到。

Ditching LiDAR may aim to align Xpeng's tech stack with Tesla's, whose end-to-end large modeling technology used in FSD V12 is becoming an industry consensus.

捨棄激光雷達可能旨在使小鵬汽車的技術堆棧與特斯拉保持一致,後者的端到端大模型技術在FSD V12中得到了行業共識。

Executives from a number of local EV makers have made frequent references to end-to-end AI over the past few months, and Xpeng said in May that it realized the use of end-to-end technology.

近幾個月來,多家本地電動汽車製造商的高管經常提到端到端人工智能,而小鵬汽車在5月份表示,它已經實現了端到端技術的使用。

In addition to alignment with Tesla in terms of technology direction, ditching for the use of LiDAR may also have cost considerations.

除了技術方向上與特斯拉的對齊外,放棄激光雷達可能還考慮了成本問題。

The Xpeng brand will begin deliveries of a new B-class all-electric sedan in the fourth quarter of this year as the first model to reach its goal of a 25 percent cost reduction for technology, the company's management said on a May 21 earnings call.

小鵬汽車品牌將於今年第四季度開始交付一款全新的B級全電動轎車,成爲實現其技術成本降低25%目標的第一款車型,該公司管理層在5月21日業績會上表示。

Xpeng did not mention a codename for the model at the time, but it's apparently the F57.

當時小鵬汽車並沒有提到該車的代號,但顯然就是F57。

By 2025, Xpeng plans to bring its urban smart driving experience up to the highest level of current smart driving experience on highways, meaning that it can drive hundreds of kilometers in the city before needing to be taken over once, the company's management said on the call.

到2025年,小鵬汽車計劃將其城市智能駕駛體驗提升至目前智能駕駛體驗的最高水平,這意味着在需要接管前他們的汽車可以在城市內行駛數百公里,該公司管理層在業績會上表示。

China's 300 million e-scooters to be major challenge for Tesla FSD, says Xpeng exec

小鵬汽車高管表示,對於特斯拉全自動駕駛技術來說,中國3億電動自行車將是一個重大挑戰。

譯文內容由第三人軟體翻譯。


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