In April 2021, Huawei ADS 1Version 0 was officially launched and installed on the ARCFOX Alpha S Huawei HI Edition model; In April 2023, Huawei launched ADS 2 for the first time on the M5 intelligent driving modelVersion 0, which raises the level of intelligent driving to a higher level; In April 2024, Huawei ADS 3Will 0 come?
After Yu Chengdong drove the M9 intelligent driving for 1300 kilometers, it was reported that Yu Chengdong said that Huawei would have a new action in intelligent driving in April, which inevitably made people speculate that the new action will be an upgrade of only some functions, or ADS 30 is coming.
Just looking at Yu Chengdong's thoughts after driving, what he wants to cancel the most is the setting that his hands have to be on the steering wheel all the time in the process of turning on the smart driving. There have also been many discussions before, Huawei ADS 20 is actually no different from Level 3 autonomous driving, except that in order to meet the regulatory requirements, you have to comply with the requirement that your hands must not be completely off the steering wheel while driving.
According to the available data, Huawei has a very clear plan for the version change of ADSVersion 0 is capable of completing daily commuting with assisted driving; 2.Version 0 emphasizes the further opening of difficulties in all scenarios, such as no pictures, etc.; 3.The 0 version can complete point-to-point**, such as completing full-scene intelligent driving from the garage of your own community to the company's parking space, and this experience is based on the premise of qualitative improvement of reliability and safety, and the second is to achieve the effect of a significant decrease in the proportion of human takeover. Currently, ADS 20 can complete the identification of special-shaped obstacles, and at the same time realize the functions of mapless intelligent driving, intelligent parking, etc., and in the performance of high-speed intelligent driving, the average mileage of manual takeover has been increased to 200 kilometers. That is, to implement ADS 30 required foundation for Huawei in ADS 2Phase 0 is basically opened. Next, if the city, high-speed intelligent driving and intelligent parking are further connected smoothly, 3The point-to-point intelligent driving operation envisioned in version 0.
In addition, in terms of reliability and human takeover requirements, if you look at Yu Chengdong's feedback after 1300 kilometers of intelligent driving, it seems that it has been able to reach Huawei's ADS 30 security requirements. In other words, under Huawei's planning, ADS 20 and ads 30 The difference in intuitive use experience for users may not be subversive in the main function, but a better experience in the convenience of use.
Combined with Huawei's current intelligent driving capabilities, ADS release rhythm and market development needs, if Huawei still holds a press conference in April this year as usual, ADS 30 is likely to be the highlight of the day.
The products cooperated with Huawei, whether it is smart cars or HI mode, are all based on intelligent driving. When we visited Huawei's experience store, the most confident sentence said by the sales of smart cars is that in addition to your lack of demand for intelligent driving, you can compare other new energy vehicles.
However, the interesting thing is that taking the main intelligent driving as an example, the best-selling M7 is not equipped with ADS 20 high-end intelligent driving, only the two top models with five seats and six seats are equipped with a price of 3 as standard60,000 yuan for ADS 20 high-end intelligent driving functions. According to the data, Wenjie upgraded ADS 2After 0, the number of cameras and radars has decreased. Among them, the number of lidars has been reduced from the original three to one, compared with the same ADS 20 of AVAT11, the millimeter-wave radar of Wenjie is also three less than AVATR 11. That is, ADS 20 times compared to ads 1In the 0 era, the cost of hardware has decreased significantly, but in terms of actual selling price, ADS 20 is better than ads 10 one-time purchase ** is 4000 yuan more expensive, and the monthly ** is also more than 1Version 0 is 120 yuan higher.
From a universal point of view, ADS 3After the launch of 0, it is likely to be better than ads 20 sells more expensive. Press ADS 20 and 1The difference between 0 is calculated, ADS 30 in 20 original price 3On the basis of 60,000 yuan, it is 4,000 yuan more expensive, and the price of this system is likely to come to 40,000 yuan. The monthly rent** will also exceed 800 yuan, and the annual rent** will be close to 10,000 yuan.
Of course, refer to ADS 20 after the launch of the frequent ** move, after its listing in April last year, in June to achieve a discount in half, only 180,000 yuan can have this function at one time, and the discount period will last until December 31. At the beginning of this year, ADS 20** recovery, one-time purchase price from January 1 to March 31 is 280,000 yuan. If Huawei launches ADS 3 in April0, combined with the reason that this year is the first year of intelligent driving, Huawei is likely to continue ADS 20 The current means of discounting and giving away, in order to be able to build Huawei's intelligent driving label at a deeper level.
Yu Kai, founder and CEO of Horizon, said in August last year that more than 80% of more than 300,000 Chinese car brands are equipped with L2+ level assisted driving functions, and NOA delivery accounts for 85%.
Previously, Huawei also announced on the M7 poster that the sales of the M7 intelligent driving version accounted for 60%, and the optional rate of the intelligent driving bag was 75%. And AVATR and Jihu, products that give away smart driving bags, may ads 2The option rate of 0 will be higher.
Combined with the above data, in fact, the more expensive new energy vehicles in the high-end intelligent driving option rate is theoretically higher, after all, consumers buy the best electrified products, intelligent driving is one of the most important configurations for users, coupled with the car company's time-limited free policy and discounts, the selection rate of high-end intelligent driving will be the most trendy.
Another example is Tesla's FSD option rate, Tesla's own data shows that in 2022, Tesla's annual FSD option rate will reach 27%, and at the beginning of this year, we asked Tesla's first-line sales and learned that at present, in China, in the case of FSD not opening all functions, the option rate has basically come to 50%.
That is, even if FSD sells for 640,000 yuan**, which accounts for almost 25% of the price of the Model Y Model 3, and the most important assisted driving function has not yet been opened, and consumers are still willing to pay for it. From this point of view, even in the future ADS 30 really sold for 40,000 yuan, in the case that the manufacturer no longer discounts or gifts, this only accounts for 10% of the price of the intelligent driving package product equipped with ADS intelligent driving package products The most important auxiliary driving function of the intelligent model, there will also be a more considerable optional rate.
On the other hand, ADS 2 was just launched last yearAt 0:00, Yu Chengdong once admitted that the cost of this latest intelligent driving system has increased by 30,000 yuan, and Huawei's ability to control costs in this area needs to be strengthened. However, after the explosion of orders from the new Wenjie M7 and Wenjie M9, Huawei can find ADS 3The method of 0 cost reduction may be the icing on the cake for the optional rate of Huawei's high-end intelligent driving package in the future.
Yu Chengdong's words have been released, and we will wait and see what big moves Huawei can make in terms of intelligent driving in April. At present, under the premise of not going beyond laws and regulations, Huawei only targets ADS 20 upgrades in terms of details, it seems that it is not quite satisfying to the user's appetite. Only ads 30, to achieve point-to-point safer and smoother assisted driving, in order to allow users to avoid aesthetic fatigue.
In addition, Huawei wants to truly achieve "far ahead" in intelligent driving, only technology is not enough, according to the most popular saying now, it is the king to beat down the **.