The trend of the automobile market after the Spring Festival is in everyone's eyes, and there are many official price cuts, and there are also brands like Weilai that have no new products this year but insist on not reducing the price of old models. And Tesla, a player who likes to make a fuss with **, has passed 41 days since the last price cut, and now there is no action, but it makes people feel a little abnormal.
Perhaps, this is a more interesting thing in the process.
When most of the mainstream models of intelligent driving hardware use lidar, do you think that only lidar can go smoothly on the road of intelligent driving? Actually, it's not. After Tesla's FSD test in China and the new Model Y, all models sold by Tesla in China have been upgraded to HW40 hardware system.
The full range of domestic Tesla products have been replaced with HW40 hardware suit, indirectly conveying a meaning, the landing of FSD is closer. It also means that in the domestic intelligent driving market, consumers may have a second mature and reliable choice. The possibility of landing in the domestic market this year is gradually increasing, and Tesla may start to reduce prices in order to popularize this intelligent driving system?
Give the point of view first. hw4.The FSD V12 under 0 has a good reputation among overseas car owners, and the practicality is high, so it is good for reference; But the domestic market price is 630,000 yuan is much higher than the price of other brands of intelligent driving systems of 30,000 yuan, which is expensive, and most of the people who buy it will not be willing to pay for the intelligent driving system that is twice the market price for the influence of Tesla's brand power. However, in the later smart car market with intelligent driving as the core, FSD will have the "right" to lead consumers' car purchase decisions.
Get down to business. Why do you want to change HW4 in Model Y0 after that, take the whole thing out and say that the reason is hw40 hardware and hw3The hardware of the 0 era, the corresponding FSD function has been greatly improved. The core upgrade is HW40 can use 3D images to complete intelligent driving assistance functions, including high-speed sections as well as urban road sections.
The computing platform is still FSD Computer 2 but the number has increased to 3, and the chip is based on Samsung's Exynos architecture, but the CPU core has been increased from 12 to 20, and the maximum frequency is 235ghz。The neural network accelerator has been increased from dual-core to triple-core, and the maximum frequency has been increased from HW30 period of 2ghz increased to 22GHz, the maximum computing power has increased to about 500TOPS (5 times). Then the processor is also redundant, and both the CPU and GPU are double-shared.
In this set of HW4Under the 0 architecture, the number of cameras is 8, and the number of pixels has been increased to 5 million (the original 1.2 million pixels). By hw30 and hw40 contrast**, the overall clarity is like the viewing experience that has been improved from 720p to 1080p, just take the intersection sign, which is a very detailed but very important marker. hw3.0The information received by the system camera is relatively vague, and it is doubtful whether it has normal reference; But hw4After the picture information of 0 is enlarged, it is still clearly visible, and it is likely to be used as reference information, and the accuracy is not low.
In addition, the system has a maximum detection range of 424 meters, and the two front-facing main cameras (at the windshield) are equipped with heating elements to prevent normal use in bad weather. Now the detection distance of lidar is between 500 meters and 600 meters, but it is generally very expensive.
If we don't dig deeper, it's better for HW40 and fsd are two things that we don't perceive, and we don't know how they affect or change us. hw4.The application of 0 allows FSD to have point cloud information that is closer to that generated by LiDAR for perception, and this kind of information needs to be executed with higher calculations. Moreover, it relies on BEV+Transformer to achieve 3D imaging, and with the deep learning ability of neural networks, it cancels the ** and so on.
Benchmarking directly against lidar solutions, at least from a consumer perspective, is the first thing we would think about. Now a tone in the domestic market, pure vision = doubtful, lidar = good performance, mainly because there are too few people who take the road of pure vision, and lidar has become the only choice for most mainstream car companies.
In terms of the use effect, in the test of many overseas car owners, we judged by the ** without clipping and no acceleration that the driving of the high-speed section can be done without taking over, and the ** is a high-speed section of about 20km; Urban roads have achieved accurate perception of static vehicles parked around, vehicles and pedestrians driving at low speeds, and items stacked next to them. Even in the open parking lot, do the following car, parking, turning, waiting, avoiding pedestrians and other operations, you must know that there is no traffic light intersection is a basic no rules to follow in the open environment of the actual use of the machine.
But, to tell the truth, the strategy of the FSD V12 version, like most of the assisted driving systems we are exposed to on the market today, is conservative and not aggressive enough, and still cannot be close to the state of human driving. But I also have to admit that at this stage, FSD V12 is the same as the system of the LiDAR solution, which is easy to use.
You don't have to take HW3 either0 and hw40 under the FSD to compare, most domestic users basically do not use FSD, so it is more perceptible to directly benchmark the intelligent driving of lidar. The small conclusion is that the expressiveness of FSD V12 is not lost to the intelligent driving solution of LiDAR, and the two are on the same level.
For now, use hw4FSD V12 after 0 hardware can be used very well, and it is not too much to say that it has reached the level of mainstream intelligent driving functions of brands such as Huawei, Weilai, and Xiaopeng at this stage. But in contrast, the domestic market still lacks a consumer motivation to take the initiative to use FSD, after all, the value is 6A full set of driving assistance of 40,000 yuan is indeed very expensive.
Tesla HW4What is the level of 0 compared with Huawei, NIO, Xpeng and Ideal?
From the perspective of chips, only Tesla and Huawei are self-developed chips, while Weilai, Xiaopeng and ideal chips are all from **Shang NVIDIA. In terms of computing power, because NIO is equipped with up to four NVIDIA Drive Orin X chips, the computing power has come to 1016tops, which is also the highest level of chip computing power among the models currently on sale in China. secondly, the models of Ideal and Xpeng are only equipped with two Nvidia's Drive Orin X chips at most, with a computing power of 508TOPS; AVATR 11 uses Huawei's MDC810 chip, one, with a computing power of 400TOPS.
New HW40 launched, according to Tesla's official statement, the computing power has increased by 5 times, to the 500tops level, which is enough, the demand for computing power of the large model is completely sufficient for 500tops, and the computing power of the tops that breaks the thousand is still not satisfied, and it may be changed to hw5When it is 0, it is possible for the computing power to break 1,000. At this stage, several companies are very close at the chip level, except for the four NVIDIA chips of Weilai, most of them are concentrated at the level of 400-500tops, and there is no obvious gap.
The landing of FSD in China is likely to happen within this year, and it is speculated from the progress of model upgrades. Then you need to think about a question, choose FSD or other intelligent driving assistance, the obvious difference is that the perception mechanism is different, the algorithm logic is different, and the use experience cannot be concluded at present.
However, the ** of FSD should be the highest in the current intelligent assisted driving system, a full set of 640,000 yuan.
Compared with NIO's NOP+ subscription form of 380 yuan per month; Compared with Xiaopeng NGP, when buying a car, it is 20,000 yuan when it is directly purchased, and it is used for life; Huawei ADS20 one-time buyout 360,000 yuan, 7,200 yuan per year, 720 yuan per month. Tesla's FSD**, doubling growth, is meaningless for promotion and landing, even if Tesla wants to make a lot of money from FSD, but it must be considered in combination with the real situation of the market.
Therefore, this year's Tesla will also have another wave of price cuts because of the promotion of FSD (if it meets the landing, at least 30,000, equaling the ** bought out by other manufacturers) is either a car drop or a FSD drop; It's worth waiting, FSD has a good reputation overseas, and it is only a matter of time before it adapts to China's localization.