New Year’s heavyweight 丨 Xiaopeng who is a “ hard plate ” and Tesla who is a “ big price cut ” | Lei Feng.com



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There is no shortage of new stories in the field of smart driving.

On the first day of 2021, this lively field will usher in two major events: Xiaopeng married Livox to take advantage of the high ground for mass-produced Lidar cars; the domestic version of the Model Y was officially released for sale, and Tesla, who said it would not lower the price, cut the price again. Above.

Is the world’s first production car equipped with lidar?

First of all, Xiaopeng and Livox.

Xiaopeng Motors announced today that it has reached a cooperation with Livox Technology (hereinafter referred to as Livox) created by DJI. It will use Livox’s custom car-level Lidar on new mass-produced models launched in 2021.

As a result, Livox officially became Xiaopeng Motors’ first partner in the field of lidar.

New Year's blockbuster 丨 Xiaopeng which is a `` hard plate '' and Tesla which is a `` big price cut ''

According to Xinzhijiao’s understanding, in this cooperation, Livox will carry out custom development based on Horiz automotive lidar platform, so that the final mass-produced supply version can be adjusted to Xiaopeng’s various indicators.

Prior to this, Xiaopeng Motors had set a flag to launch the world’s first mass-produced smart car equipped with lidar in 2021. It now appears that the realization of this goal has taken a crucial step.

Livox has received orders from Xiaopeng Motors, but in fact it has only been a year since this team, which was established in 2016, first appeared in the public eye for the first time.

During CES 2020, Livox brought in two automotive Lidar products, Horizon and Tele-15.

Compared to some high-performance lidars designed for L4 autonomous driving, Livox products are more aimed at the pre-installed mass production market with the greatest commercial potential, which is why Livox has set a car standard since its inception. , The three main directions of mass production and low cost.

Livox once said when communicating with Xinzhijia:

In fact, we are looking at the key window period for the pre-installed mass production market in 2020-2022. At this stage, there will be no large-scale application of solid-state LIDAR, but there will be clear planning of the automatic driving function, excellent algorithm capabilities, Customers who are determined to use LIDAR began to try to gradually break the ice in next-generation mass-produced models.

Xiaopeng Motors is an “icebreaker”.

New Year's blockbuster 丨 Xiaopeng which is a `` hard plate '' and Tesla which is a `` big price cut ''

In this cooperation between the two parties, Livox will customize the car-level lidar for Xiaopeng Motors.

It is understood that the final production version of the lidar is developed on the basis of Livox’s Horiz car-level lidar platform, and this platform is better than the public beta in basic indicators such as detection range, density of the point cloud and field of view. (Horizon) has been greatly improved.

From these perspectives, Livox’s custom lidar can provide Xiaopeng Motors with a detection range of 150 meters and an ultra-wide point cloud field of view of 150 ° -180 ° in front of the vehicle, helping to implement the detection system. Xiaopeng XPILOT autonomous driving assistance on the roads. , Advanced detection of distant obstacles in scenes such as urban roads; enhances the vehicle’s ability to respond to scenes such as side vehicle congestion.

Currently, Xiaopeng Motors has a multi-module autopilot architecture for mass production vehicles.

With the addition of lidar, you can further enhance vehicle awareness and enhance the overall experience of NGP, AEB, and other functions. At the same time, it can provide a deeper level of safety redundancy for autonomous driving assistance functions.

Also, this year’s OEM attention to lidar has generally increased. Before Xiaopeng Motors, Livox also received a fixed point order from FAW Jiefang.

Tesla hits the face, domestic Model Y cuts price by as much as 165,100

Today, the national version of the Model Y is officially on sale.

However, on the first day of the new year, Tesla did not talk about martial arts:

More importantly, a few days ago, Tao Lin, a Tesla executive in China, told the China Business News reporter:

Tesla’s location rate target has basically been achieved, and it is unlikely that it will continue to lower prices in the future, and there is even the possibility of price increases.

The speed of this price reduction is so great that it inevitably makes people feel like “cutting leeks.” Netizens joked:

Congratulations to those who just bought the Model Y in a month, they can buy another one immediately to reduce the average cost by 74,000 yuan.

New Year's blockbuster 丨 Xiaopeng which is a `` hard plate '' and Tesla which is a `` big price cut ''

In fact, as early as last year, the industry had predicted that the selling price of the domestic Model Y would drop to some extent.

The Model Y is built on the Model 3 platform of Tesla’s best-selling model. The SUV version called the Model 3 is 10% larger than the Model 3 and shares up to 75% of the parts. However, the price of the Model Y is almost double that of the Model 3.

Plus, the Model 3 itself has been continually slashing prices since the national pre-sale launched last year. Therefore, the price reduction of the domestically produced Model Y is not unexpected.

Today, the nationally produced Model Y is already on the market and will be delivered in the near future. This is a huge challenge for new domestic automakers, especially competing SUV models like Weilai and Ideal.

In this regard, Wei Lai Li Bin once said that Tesla’s first price cut early last year had an impact on Weilai’s orders, but the impact thereafter was not significant. In his opinion, the real rival to the domestic Model Y is the Model 3.

On the other hand, Xiaopeng has announced that it will be equipped with lidar on the new models, stating that it will launch the world’s first mass-produced model equipped with lidar, which will also help Xiaopeng to divide the market cake to some extent.

Citing an earlier report from the auto call review, an industry insider mentioned that Tesla’s FSD chip and Hardware3.0 computing platform were not designed with a lidar interface.

This means that if you want to install LIDAR, you must first redesign the chip and computing platform.

The person in charge of a lidar manufacturer said when talking about Tesla’s upcoming dilemma:

As soon as Xiaopeng said that he would use lidar, Musk immediately became anxious. As a personal interest in the vision project, you have realized that a new technical solution has matured, but you are not yet ready for it.

In short, the strength of the national new car forces should not be underestimated, and Tesla’s price cuts may continue.

Red Lei Feng Red Lei Feng(Public account: Leifeng.com)Lei feng

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