July 15 news, sponsored by Netease Technology, NetEase smart hosting "2017 Netease future technology summit AI + travel" special venue held this afternoon. Future co-founder and COO Hao Jianan of Tucson shared more footholds in unmanned business. There are also different business models for both driverless and driver-assisted driving.
How to assist commercial driving? Hao Jianan said that the same model as the original, the entire industry chain has not changed, from Tler2 to Tler1, it is possible Tler2 to provide new algorithms or new modules, and ultimately how profitability is more certain: or to sell cars, but because the car There are additional functions, there is the function of assisting driving, so the car can be sold more expensive, there will be a part of the profits in the middle part of the added value, which is the entire business model.
Driverless real driving is reflected in the operation after the vehicle is sold. During the operation, the driver is saved. Therefore, there is a certain profit, and then this part is divided again. "This part of the profits of the mainframe factory will be part of the separation, but the most important part of the operation of this end, may be the operating company, may be a technology provider, the technology provider is not a one-time delivery of technology on OK," Hao Good man said.
For Tucson, it is to do a complete solution, including all the hardware and software inside.
The following is the full text of Hao Jianan's speech:
Thank you, the host, thank you Netease for hosting your event today. Just now the host has said that Tucson is mainly concerned with the commercial transportation of commercial vehicles, especially logistics. The main scene is from Highway Gang to Highway Gang B. The middle road section is much smaller than our scene in the city. For example, just like Chen Quanti's five rings or the junction between the urban and rural areas, it is much better than this road condition. The old lady who may touch porcelain is slightly less. To solve other problems, there is no reversing of the highway, and there is no car parked on the roadside. We must achieve automatic driving from point A to point B in a completely unmanned state, and only by doing so can we reach a point where we can fall commercially.
Today, there are relatively few technical talks. We mainly talk about how to do commercialization. Commercialization In fact, now we can see the entire automatic driving. Just now Mr. Chen also mentioned the ICE classification. Let's talk about it again. For example, from the L0 to L3 levels of automatic driving, we usually use a driver's term to describe it, but Higher levels such as L4, L5 may I say it is unmanned, L4 may be completely unmanned in a particular scenario, and L5 is unmanned in all scenarios. There are not only technical differences but also commercial differences between the two. Today I will say this.
What is driving assistance? The main one is the core. I am referring to the driver, after having assisted driving, the original car how to sell is still how to sell, but I may have some new features, such as AEB, ACC, ACC is to automatically cruise with the front of the car it faster I fast it I am slow, for example, where there is a lane line, keep the car on the lane line for lateral control. If you have one of these technologies, you can say that you are an L1 autopilot. For example, there are two composites, such as ACC and LKA, which can be combined horizontally and vertically to reach L2.
For example, ALCS may have different nouns referring to active lane changing technologies. For example, it is found that the vehicle ahead is very slow, and the road on the edge is found to be relatively empty by some strategy. The lane change continues and this can be called L2.5 or L3. The definitions are different, and different vendors have different definitions. Assisted driving must be an artificial core, and the rest is an auxiliary function.
Driverless is not a helper. He is not helping people to replace a person. People do not participate in the whole process. For the driverless driver, there is no list of functions. He doesn't say how he can change lanes when he sees the front, or what situation I can handle. . There is only one, such as L4 to define what the current scene is. For example, for us, I want to limit the road between the highway and the post, most of which are high-speed road sections, but some of them are expressways, even urban-rural junctions. In this scenario, people will be less.
There is no way to define the function of the whole system, function 2, the entire system is divided into several modules, such as the perception of the environment, positioning, positioning yourself in where, including the role, control, only the system's modules, and ultimately sitting in the car It is a passenger car, or for us there is no person on the car. For people, he does not directly enjoy the process of car opening, and this leads to a completely different commercialization.
For example, how to assist the commercialization of driving? The same as the original model, the entire industry chain has not changed, from Tler2 to Tler1, it is possible that Tler2 provides new algorithms or new modules, but in the end how my approach to profitability is relatively certain. Or the original car, but because my car has additional features to assist the driving function, so my car can be sold more expensive, in the middle I will have a part of the profit has a part of added value, which is the entire business model.
Peng also mentioned Tesla’s example earlier. Tesla’s previous plan was to provide visually sensible parts to Mob’s. Tesla, as an OEM, provided his own visual algorithm to combine the Pull the L2's automatic driving. How does it sell? Tesla inside if the car itself hardware support, buy a package to activate this, this part of the money is the entire profit is its commercial model.
Look no driver. Driverless We think it has more than a few links. Tler1 and the OEM factory of the OEM will not change this part. Everybody will make a car and other companies will be introduced here. For example, like us, like vimo and aoto, they play a very important role as technology providers, but they don’t mean to sell my technology to the automaker. Then the automaker sells the car as one of his features. Because this part does not produce too much value, where is the real value? Reflected in the fact that the car itself has commercial purposes, this is an exact need, and this part of the business involves operations. For example, Uber, lift are all operating companies how to make profits? For example, with the cooperation of vimo and lift, vimo may have this car or even vimo own possibility to lift possession is not a car plus a functional vehicle factory to make money, is actually the car after the sale to do the operation, because during the operation to save the driver Therefore, there is a portion of profit, and this part of the profit is divided into shares. This part of the profits of the mainframe factory will be parted, but the most important part is in the operation of this end, may be the operating company, may be the technology provider, the technology provider is not It's OK to hand over the technology once, because the entire driver is not able to adapt to all the scenarios today. It is an iterative process. The technology provider is not sold, and the entire process is important. The first step is to collect data to replace their systems and update many places, but also to conduct more analysis on the data. It must be to generate all the profits of the operation at this end. This is also the business route, driverless driving, and driving assistance. a little bit.
For Tucson, we will definitely do a complete solution, including all the hardware and software in it. I will cooperate with the OEM and Tler1. My prototype system will be handed to them and they will mass-produce the car. The state of production, the final production of the car may keep us, may also be a company such as Amazon, Robinson to retain, but this part is only my assets belong to the problem, the real profit is that the latter car running on the road does not require human savings The human cost of this part is divided by everyone. So this is the difference between driver assistance and driverlessness.
thank you all!
On July 15, 2017 Netease Future Technology Summit was held in Beijing.
The theme of this year’s NetEase Future Technology Summit “New Life†is to point out that the Internet industry is recovering from the capital winter that has spread for two years. Large companies are accelerating reforms. Unicorns are emerging in an endless stream. Young entrepreneurs are catching up and reborn. The Internet has brought a whole new future.
This year's NetEase Future Science and Technology Summit set up six forums: New Technology, New Future, New Content, New Entertainment, New Consumption, AI+ Finance, AI+ Travel, AI+ Life, and AR Future. We invited the most outstanding scientists, entrepreneurs, investors and cross-border stars at home and abroad to discuss the future of artificial intelligence, consumer upgrading and AR.
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