Here comes the wall breaker in the field of robotaxi. Author | janson
Edit |When Zhihao explores a new generation of transportation, L4 autonomous driving technology is undoubtedly on the cusp. This technology allows cars to be fully automated under certain circumstances without the intervention of a human driver, giving rise to Level 4 fully autonomous driving – a new type of passenger car that is gradually entering people's daily lives without driver or driver intervention, and has the potential to change the way cities travel in the future. However, as technology advances at a rapid pace, so do risks. In the past six months, a cruise accident has been like a mirror, giving birth to a more complete protection mechanism and a better policy. At the same time that Cruise stopped, Waymo, which has safer and more mature technology, applied to expand its fully unmanned operation in Silicon Valley at the same time, not only in Sanfan City, but also in the new area covering almost the entire South Bay area of Silicon Valley. At the same time, in 2022, the field of autonomous driving has undergone a reshuffle, and the industry pattern has begun to restructure. In addition, counting the feedback from the market and the number of L4 autonomous driving services opened in various cities, some domestic companies continue to make efforts in the field of robotaxi. According to the currently available data, in terms of the number of Kaecheng and business continuity, Autox Antu Robotaxi has achieved significant growth, completing the extensive and in-depth deployment of autonomous driving fleets in the six first-tier cities of Beijing, Shanghai, Guangzhou, Shenzhen, Hangzhou, and Silicon Valley. In the process of L4 moving towards the real landing, AutoX has no distractions and always focuses on fully unmanned driving, what kind of moat does this route bring, and can it provide inspiration for the entire industry? 01.Robotaxi is developing at the right time, and despite some changes in the industry, L4 is also ushering in the best era. At the same time, there are a few players who are working in the field of L4 autonomous driving and firmly believe in the future of this business. This belief also means that even leaders in autonomous driving technology need to constantly review and adapt to changes in the industry to ensure that their products are both forward-looking and safe. With the rapid development of technology, strategic support and a reasonable regulatory framework have become important factors to promote development. With the rapid advancement of autonomous driving technology, the establishment of policy licensing and regulatory frameworks has become particularly important. To this end, in 2023, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Housing and Urban-Rural Development, and the Ministry of Transport** departments issued key policies to promote the development and regulation of intelligent networked vehicles, which have a profound impact on the future of Level 4 autonomous driving. At the end of November 2023, China's four leading ministries jointly issued the Notice on the Pilot Work on the Access and Road Access of Intelligent Connected Vehicles, aiming to formulate specific road driving conditions for L3 and L4 autonomous vehicles. With this "notice", eligible vehicles can be tested on the road in specific areas. Following this, in early December, the Guidelines for Safe Transportation Services for Autonomous Vehicles (Trial) further clarified the safety conditions that must be met by autonomous vehicles, especially when engaging in public transportation services. Especially in the field of public transport services. The guidelines specify in detail the specifications that should be followed in the operation of Level 4 autonomous driving robots, and further clarify the rules for the deployment of safety officers for Robotaxi vehicles and the conditions under which safety officers can be removed, allowing enterprises to appoint remote safety officers in approved situations, with a ratio of no less than 1:3. In addition, different policy environments have also had a corresponding impact on the development of Roborobotaxi. With the opening of policies and the gradual establishment of regulatory frameworks, the testing and operation of Robotaxi is expected to obtain a clearer direction and permission. However, in the current policy environment, the L4 Robotaxi market still experiences challenges and opportunities.
Autox runs in city alleys.
In an interview, the head of Autox said that although policies provide a framework and guidance for the entire industry, they will also allow enterprises to invest more compliance resources, which may affect the development direction of different enterprises to varying degrees. Stricter policy measures to ensure that participants have the necessary qualifications to improve the quality of the market, they may also affect the innovation drive and product diversity of new players. The ever-rising barriers to the L4 industry may also mean that there will not be too many "endgame" players left in the end, and only a few companies can pick the final fruits. For industry leaders like Autox, the established brand and technology advantage allows them to be more agile in adapting to policy changes to minimize the impact and build a higher moat through strict policies. However, for smaller businesses, this norm brought about by the policy may mean that their business models and growth paths need to be evaluated more carefully. Overall, the push for new policies and guidelines has raised expectations for Level 4 autonomous driving safety and operational standards, but it has also raised the bar for existing and potential players in the industry. This reflects the attitude of the regulatory authorities towards the protection of people's property. At the same time, this also puts forward more requirements for players entering the game, which constitutes a certain constraint on the future development of the L4 unmanned driving industry. It also highlights the tension between the further development of the industry and policy guidance and regulatory practices. However, it is undeniable that such an environment is also stimulating the innovation and growth of L4 autonomous driving companies that are more suitable for China's road conditions and safer. 02.Up to now, Autox has carried out Robotaxi testing and operation in five major cities in China - Shenzhen, Hangzhou, Beijing, Guangzhou and Shanghai, and has obtained driverless (driverless) licenses in four of the super first-tier cities. Through an in-depth understanding of the current state of market acceptance and opening strategies in each city, Autox has obtained policy approval to operate in the core urban area, and the expansion strategy seeks to cover more high-value areas. Recently, Bao'an District, Shenzhen issued the first batch of unmanned commercial pilot qualifications in the field of intelligent networked vehicles to Autox, so that Autox has obtained the permission to carry out unmanned robotaxi unmanned operation in the central urban area of Shenzhen, and has the right to provide paid commercial services. The granting of this qualification makes Autox one of the first companies in the core area of Shenzhen to obtain the qualification for the commercial operation of unmanned robotaxis. It is worth mentioning that Autox is the only company that has been approved for unmanned autonomous driving in the three major regions of Shenzhen (Bao'an District, Nanshan District, and Pingshan District). Autox was piloted in Bao'an District.
This not only marks Autox's leading position in the connected car industry, but also an important milestone in the company's technical prowess and safety standards. The success of the Autox Robotaxi service is evidenced by the positive market feedback and user experience it has received as the qualification continues to expand. Autox covers more than 600 square kilometers of autonomous driving areas worldwide and has expanded its autonomous driving field to more than 2,000 square kilometers. In these coverage areas, Autox meticulously serves every road, from wide avenues to narrow alleys, ensuring that the area is sufficient to meet the practical travel needs of many city dwellers.
Autox Robotaxi is on the way.
In Beijing, Guangzhou, Shanghai and other operating cities, their services have been widely praised by users. What's more, in its operating area, its "stop at will" feature greatly improves convenience, which is extremely important for transforming Robotaxi services from theoretical applications to practical services in real life. Compared to its main competitors, Autox shows a clear advantage in market performance, strategic planning, and technology leadership. Compared to other players in the market, Autox's strategy of focusing on high-level autonomous driving software and hardware is guided by market feedback and user experience, and regards technical capabilities and safety and reliability as the key to improving service quality. It is not difficult to see that in response to market and policy changes, Autox has adopted a strategy of active adaptation and adjustment as needed. By measuring the openness and commercial value of different city policies, Autox carefully selects the direction and pace of its expansion, while maintaining close communication with ** and regulatory departments to ensure that its business strategy is in sync with policy developments. 03.Finding the right model Accelerating the commercialization of Robotaxi L4 Robotaxi can achieve rapid development thanks to the openness and licensing of policies on the one hand, and the business model and innovative thinking of operating enterprises on the other hand. Over the past few years, Autox has not only demonstrated its leading technology in the field of autonomous driving, but also proven its strength in large-scale deployment. According to the person in charge of the company, AutoX has a team of more than 1,000 engineers focusing on L4 autonomous driving technology, and its seven R&D centers around the world continue to iterate autonomous driving hardware and software to ensure the safety and reliability of its services. AutoNavi Taxi and Xiangdao Travel are already available for subscription on AutoNavi Taxi and other platforms, bringing convenience to the public and collecting key market feedback. At the same time, AutoX has also established cooperative relationships with a number of industry partners to jointly promote the development and commercialization of autonomous driving technology.
AutoX and AutoNavi take a taxi.
In the face of competitors, AutoX maintains a leading position among its competitors with its innovative hardware, computing power of up to 2200tops, and in-depth software optimization. Its in-depth understanding of LiDAR and camera technology, combined with the rapid application of advanced AI algorithms, makes Robotaxi more accurate and fast in environmental understanding and decision-making, so as to ensure a safe and high-quality riding experience. At the same time, the powerful perception system provides reliable data support for AutoX's core technology of autonomous driving. In terms of market expansion, Autox carefully evaluates each potential market and develops strategies, prioritizing opening-up policies and cities with high business potential. Overall, AutoX's Robotaxi services enrich the business model of the autonomous driving industry, lead technological innovation, and shape people's new expectations for the future of urban mobility. As commercial operations move from the pilot stage to maturity worldwide, AutoX will continue to be at the forefront of the autonomous driving technology revolution and provide a strong impetus for the commercialization of Level 4 autonomous driving. 04.Conclusion: L4 autonomous driving industry technology is king, L4 autonomous driving will still maintain relatively strict access standards in China to ensure the safety and stability of operations. At the same time, in such an environment, the top players can still start from technology iteration, continuously improve the quality of products, and build higher barriers through increasingly strict supervision. It is foreseeable that in the future, the core advantages of Robotaxi companies will still be based on technology leadership and safety, supplemented by market expansion, so that more people can enjoy the efficiency and safety brought by autonomous driving.