下一篇:“高价”难掩国产手机的内虚本质
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20世纪50年代出版的《星期六晚报》,美国电力公司的广告中勾勒出无人车的畅想图
zairuanjianhehulianwangzhihou,conglaimeiyouyigedangedexifenshichangshoudaorucidadeguanzhu、dedaoruciduodezibenzhichi、bingqieyouruciduoderencaiyongru。
在我看来,无人车是整个汽车软件化、互联网化、智能化中的一个重要环节,它是人类迈向自动化社会的关键技术。danshi,youyudisanboaidezhuyaogongxian——jianduxuexidetedian,wurenchefazhanxuyaodaliangshujudejilei。yinci,zhenzhengdedisijinaizhidiwujiwurenchejishushangyehuahaiyoudaishiri。ershanzhangchanpinhuadegongsi、youjishutuponenglidegongsijiangtuyingerchu。
tongshi,woxiguanxingdiyishangyedejiaodu、touzidejiaodulaishenshizheigelingyu。worenwei,muqiandewurenchegongsirengchuyujishutupojieduan,danshiyidannenggoushixianwurenchedebufenshangyehua,zeweiaizaiqitagengdadelingyu,rujiqirenlingyudeshangyehuadaxiajishu、jingyanherencaidejichu。
benwenjiangtaolunyixiahuati:
1. wurenchejishudanshengdebeijing:qicheshichangdelishiyangehexianzhuang—congzhizaodaoruanjian
2. wurenchegongsidesanzhongmoshi:aiqudong、zaochequdongjifuwuyunyingqudong
3. tuanduizujian:wenhuadechongtu
4. weilaidetiaozhanhequshi
1. wurenchejishudanshengdebeijing
1)qicheshichangdelishiyangehexianzhuang——congzhizaodaoruanjian
福特”T”型车生产线
zi1908nianhengli·futedefutegongsituichu”txingche”bingbataliangchanzhihou,qichegongyezaizhihoudejin50nianbingmeiyoutaidadegemingxingbiange,yineiranjiqudongbingdaguimodeliangchanshigongyegemingzhihoudexianzhutedian。
直到日本丰田在二十世纪50年代发明了“丰田生产体系” 即 “TPS(Toyota Production System)”,后来麻省理工学院称之为“精益生产(Lean Production)”。jingyishengchanshiyizhongyizuidaxiandudijianshaoqiyeshengchansuozhanyongdeziyuanhejiangdiqiyeguanliheyunyingchengbenweizhuyaomubiaodeshengchanfangshi。zheiyishengchanfangshiyinghelehoulaixingqidexiaopiliangdingzhidexiaofeixuqiu,shideribenqichezaiguojishichangdaxingqidao。
tongyangzaizhizaoyejubeiqiangdayoushideshiouzhouguojia,youqishideguo,qizhuiqiuzhilianghewanmeishejidejingshenshidedeguoqicheyizhishizhonggaoduanqichedeshouxuanzhiyi,zaierzhanzhihouzhijindechaoguobangeshijideshijianneiyizhizhanjushichanglingdaodiwei。
zhangjiuyilai,qicheyonghuyijingxiguanlejiangqichezuoweiyigeputongdejiaotonggongju,womensuoqiwangdegongnengwufeishifangxiangkongzhi、donglikongzhi、yijijiandandeyulexinxixitongrudiantai、cdbofangji。yizhiyilaideshejilinianshi,kaicheshixuyaozhuanxinheanquandijinxing,erqitadegongnengbingbuzhongyao。
直到2004年Elon Musk入主当时的汽车初创公司Tesla, 并将诸多革命性的理念带入到汽车领域(如重视软件、互联网等设计理念)。2013nian,teslazaiqimodel sxingcheshangjiazaichicundadao17yingcundepadxianshiping,shideqichenenggoutigongruiphonebandetiyan,zheishiqicheyemaixiangruanjianhuahezhinenghuadelichengbei。
zaizhinengshoujizhihou,renmenturanfaxian,yigewomentiantiandouzaishiyongdepingtai,erqieshigangxingxuqiudepingtai-qiche,rengrantingliuzai20nianqiandezhuangtai,yinci,zaiqicheshangdazaoyigeruanjianhehulianwangdeshengtai,chengweiguoqu5~10niantouzijiederedian。
汽车软件市场规模的历史和预测(2016~2025)
youyuxingchediannaodefazhan,anquanhegongnenganquanyijibuduanbianhuadecheliangjiagoudailailejudadejisuanpingtaixuqiu,congercujinleqicheruanjianshichangdezengzhang。jumarketsandmarketsdetongji,2018nianquanqiuqicheruanjianshichangyijingdadao187yimeiyuandeguimo,juguji,zi2019niandao2025nian,qicheruanjianshichangnianzengzhanglvjiangbaochida18.12%,yujidao2025niandadao600yimeiyuandeguimo,zheigezengzhanglvshifeichanglingrenzhenjingde,qicheyezaicuishengxinderuanjianjutou。
qicheruanjiandegexindianzhuyaoyouyixiajidian:
Advanced Driver Assistance Systems(ADAS),jigaojijiashifuzhuxitong
autonomous drive:wurenjiashijishu
vehicle electrification:qichedianqihua
digital cockpit technologies:shuzizuocangjishu
vehicle to vehicle technologies: chelianwangyijicheshanghulianwangjishu
2)qichechuangxinzhongxin:congdeguo、ribendaomeiguo、zhongguo
shangtushi2017nianguigushangyedichangongsicbrezuodebeijiazhouqichejishuxiangguangongsidefenbutu,womenchijingdifaxian,guigudeqichegongsijingranruyuhouchunsunbanmaolechulai,dadao400duojia。
weishenmezheixiexinxinggongsimeiyouchuxianzaiditelv、riben、huozhedeguo?
答案如上面描述,汽车在向软件化、智能化和互联网化发展,拥有这些基因的人才不在日本、德国和底特律,而是在硅谷,在中国!
huozheribenhedeguoyijingyishidaozheiyidian,zaiguoqudejiniannei,tamentongguotouzi,daliangrugumeiguoxinxingqichejishugongsi,ruwurenchejishucruisededaoruanyinhefengtianchaoguo20yimeiyuandetouzi,erfusiyechunchunyudong,yiduyuyi10yimeiyuanshougouqianwaymowurenchefuzerenchris urmsonchuanglideaurora, danzaodaojujue,houyouchuanyanyutouzifutesuoshougoudeargo ai。
bujinshirencaifangmiandexianzhi,tongyangzairenliziyuanfalvzhidufangmian,deguoheribenderuanjianchuangxinshoudaojidadezhigu。deguodelizhijiaojietongchangyaojigeyueshenzhibannian,erqieliangguoqiyepubiannanyicaiyuan,zheizaochengqiyehennangenjushunxiwanbiandeshichanglaidiaozhengqirenlibushu,zhangciyiwang,zezaochengdiedaihuanman,yanwushichangshiji。
zaiwokanlai,sunzhengyideruanyinkandaoleribenqiyemianlindeweiji,yincidaliangtouzizhongmeixinxingchuxinggongsiruuber,didi,yijiwurenchejishugongsicruise、uber atg, qichushoudexiajiayijingbeihao,neijiushifengtian、bentian、nisang、mazidadengdengjidaibiangederibenqiye。
1975年~2017年全美交通事故死亡统计:总计死亡人数,以及每10万人死亡人数
zaiqicheruanjianhuadequshixia,rengranyoufeichanggaodeqicheshigulvyijishigusiwanglv。jutongji,jinjinzai2017nian,quanmeidejidongcheshigusiwangrenshujiujiangjin4wanren,neiyejiuyiweizhe,meitianyoujin100rensiyujiaotongshigu,xiangdangyumeitianyouyijiaboyin747feijidiaoxialai。zheiyangdeshuzishifeichangkepade。
最根本的原因是,每一辆汽车后面,都有一个拥有“自由意志”的驾驶者,这样的自由意志会因为吸毒、喝酒、疲惫、意识错乱、受干扰等等各种原因造成人身伤亡的事故。于是业界开始考虑,能否通过人工智能技术来训练素质最高的机器驾驶员、而代替容易出错的人类的驾车呢?
2. wurenchegongsidesanzhongmoshi:aiqudong、zaochequdongjichuxingfuwuyunyingqudong
“jinridewurenchejiuxiangmalacheyiyang,aidezhilizuiduonenggoudadaomadezhili。“
——jesse levinson,wurenchedujiaoshouzooxlianhechuangshiren,cto
16nianqiande2002nian,dangwocanyukaifajintianwurenchelidehaomiboleidajishu,bingbaleidazhuangzaishangqidecheshangzailushangceshideshihou,womenbingmeiyouxiangdaorihoushijuejishu、shenduxuexihuirucidianfuqiche,yewufaxiangxiangwurenchebianderucizhishoukere。
归根结底,人类是用视觉来驾驶汽车的。而视觉也能探测到最丰富的环境信息。zi2012nianshenduxuexidedaoguangfanguanzhuyilai,jisuanjishijueyincihuodezhangzufazhan。ganzhizuoweijisuanjishijuededianxingyingyong,zaiguoqujinianneihuodelejudadejinbu。
无人车的问题从根本上是一个系统工程问题,需要解决核心的AI技术问题、感知问题以及无人车技术的可靠性、稳定性问题。zaimianlinzheiyangdetiaozhandeshihou,tuanduidejiyinjiujuedinglezheigegongsidezhangbanheduanban。congzheiyiyishangjiang,wurencheshichangdezheixiegongsikeyidazhifenweisanzhongqudongmoshi:aiqudong、zaochequdongyijichuxingyunyingfuwuqudongmoshi。
AI驱动
最早进行无人车技术研究的商业公司是Google, 后成立专门的子公司Waymo。2009年,原斯坦福大学人工智能实验室主任Sebastian Thrun领导Google X lab开始无人驾驶方面的研究,他在之前分别领导了两支无人车研究团队,获得了DARPA challenge 2005年的冠军(斯坦福团队)和2007年的亚军(卡内基梅隆团队)。
2012nianzhihoushenduxuexideyijuntuqijidaditisulewurencheganzhijishuheditujishudefazhan。yinci,jubeijisuanjishijuejishujishenduxuexideaituanduisuizhifenfenchulaichuangye,erwurenchelingyuyeshitamenxuanzezuiduodelingyu。rucidetuanduibaokuositanfuchulaizoox,drive.ai, kaneijimeilongdaxuedebryan saleskyhepeter randerchuanglideargo ai,zhongguobaiduchulaidepengjunjiloutianchengchuanglidepony aidengdengaiyanjiuzhechuanglidewurenchegongsi。
zheixieaiyanjiuzhechuangyedegongsiyouhenqiangdeyanjiuhejishujiyin,danshimianlinqichezheigexuyaodaliangxingyezhishihejingyandelingyu,tamenxuyaoxiyingengduoyouxiudefeiairencai,rucheliangjicheng、kongzhidengdengrencai。tongshi,ruhejiangzheixiejishuchanpinhua,binghuodegailingyudedaguimoshangyong,tongyangshijudadetiaozhan。
yinci,chuqizheixiegongsidadouxuanzel4zheiyangjiaonengfahuiaijishunenglidechangjing,birushuorobo-taxi, houlaiqizhongyixiegongsiyouyuchanpinluodiheshangyehuadeyali,kaishijinxingyixiexianzhichangjingjishudekaifa,ruwurenkache,wuliudengdeng。
duiyurobo-taxizheiyangdeyingyong,worenweiyouruxiajigetiaozhan:
技术的挑战:l4zheiyangdechangjingyaoqiumeibaiwanyinglideshigulvdidaogeweishu,duiyujintiandeganzhiheguihualaijiang,rengranshihendadetiaozhan,kuangqie,jiuruwaymodeganzhibuzongjiansacha arnoudsuoyan,zuodao90%xiangduirongyi,shengxiade10%zexuyaozhangda90%deshijianlaiwancheng,qizhongdehenduoqingkuangshicorner case, yejiushishuobushichangjiandeqingkuang,xuyaojihuqiongju。
成本的挑战:jiuruwaymodejiejuefangan,xuyaojiguangleidadengangguidechuanganqi,shidejiazhuangdechuanganqihejisuandanyuandengbujiandechengbenshenzhishiqichebenshende3-4beiyishang,zaijiashangwaymodejiejuefangangaoduyilaigaoqingditu,ergoujianhecehuigaoqingdituxuyaodaliangderenliwuli。ruguorobo-taxixuyaodianfumuqiandefuwutigongche,ruuber, lyfthuozhedidi,tamendechengbenzaimeiyingli2meiyuanzuoyou,neirobo-taximeiyinglidechengbenyinggaizaiyimeiyuanyixia,jintiandejishubujinbunenggouheuberdenggongsijingzheng,shenzhiyuangaoyumeiyingliliangmeiyuandechengben。
风险转移:l3dehaochushi,hexindechanpinshiqiche,erqichebaoxianyetigongleyigekegusuandefengxianzhuanyijizhi,erduiyul4zheiyangdeyingyongeryan,youyubaoxianyemuqianhaibuzhidaoruhepingguwurenchedailaidefengxian,yinci,haibunenggoujirobo-taxideyunyingzhetigongyigehelidefengxianzhuanyijizhi,zheiduileisiyingyongdeshangyehuashizhimingde。
当然,并不是这些挑战就会阻止这个市场的发展,人类的进步意义恰恰就是不畏艰险,迎难而上。suizhejishudefazhanhewomenjubeigengduodejingyan,xiangxinhuizaishangyehuashangshixiangemingxingdetupo。
造车驱动
zaidaliangaichuchuangqiyekaishishezuqichelingyu,bingzhiliyugemingxingdigaibianzheigexingyedeshihou,chuantongdehexinxingdezaocheqiyejungandaojudadeweixie。ruguoqichedeweilaishiwurenjiashi,zaocheqiyezuoweiyuanlaichanpindetigongzhe,yidingyaoyinghexindeshichangqushi,yinci,tamenkaishiwusegeleiwurenchechuchuanggongsi,huoshougou,huohezuo,huotouzi。xianhouyoutongyongqicheshougoucruise automation,futeruguargo ai, tesilachuangjianzijidewurenchetuandui,fengtianjibentiantouzicruisedengdenganli。
che,zuoweiyigechanpin。zaoche,zuoweidazaozheigechanpindeguocheng。zaocheqiyeziranjubeihenqiangdexingyezhishi。danshi,dangyigeshuxizaochedeqiyexuyaoyongbaoshuxiruanjian、 ai、hulianwangdetuanduideshihou,ziranhuiyinqijudadewenhuachongtu。yinci,keyijingchangkandao,yigezaochedeqiyenanyixiyinyouxiudeaiheruanjiantuandui,eryigeyiaiqijiadewurenchegongsi,nanyixiyinshuxizaochehechelianggaizaokongzhidetuandui。
当造车步向自动化和智能化的时候,车这个产品的内涵也发生了很大的变化,核心的一个变化是迭代周期的变化,过去一辆车可以研发好几年,现在更强调的硬件平台一旦确定,则如何更快速的根据用户反馈来迭代软件版本。无人车也是一样,不断的功能被汽车产商以OTA(空中下载技术)defangshigengxindaochepingtaishang。
相对于L4的企业而言,大多数的车企选择以L2、L3起步,这中间最著名的就是特斯拉,技术路线坚持无Lidar的视觉为主路线,用深度学习加上自己研发的神经网络专用集成来实现车载感知计算。因为其搭载这样的传感器配置车被销售到全球各地,而且数量高达几十万辆,因此在数据上也获得了巨大的优势。另外一种模式是利用被Intel收购的Mobileye提供的视觉解决方案,据Mobileye称,全球搭载其解决方案的车辆达到1600多万辆,而且共享的REM(道路经验管理)xitongkeyijileidaliangshuju,congertigaoqijiejuefangandejingzhundu。
对于中国大多数的新兴造车企业而言,他们不仅要解决造车问题,而且要面临全球性的汽车智能化、无人化的挑战。zaiqianjinianduanzanderechaozhihou,xinxingzaocheqiyekaishimianlinliangchanhejiaofudeyankewenti。danshi,jutongji,zhongguomeiniandeqichexiaoliangchaoguo3000wanliang,erdaliangdezhongxiaochengshihenongcunshichangdeqichebaoyoulianghaibijiaodi,xiangbiyumeiguomeiniandeqichexiaoliangyezhiyou2000duowanliang,zhongguoxianranjuyouquanqiuzuidadeqicheqianzaixiaofeishichang。
出行服务运营驱动
zaijiaotongchuxingxingyedelishishang,guoqushiniandefazhankeweishibolanzhuangkuo。yiuber、lyft、didi、ofo、limeweidaibiaoderuanjiangongsi,zijibushengchanyiliangche,danshiqueweishuyishushiyiderenquntigongrichangdechuxingfuwu,zheixiegongsidechenggongdiliyongruanjianhehulianwanggemingxingditigaojiaotongchuxinglingyudeyunyingxiaolv,bingqieshideputongrenzaiyouxiandeziyuanxia,huodelegengduodechuxingbianli。
uber、lyftzheixiegongsidehexinshixuqiuhegongjidequanjupipei、zhifudebianlixinghemianxiangxiaofeizheshequndewangluoxiaoying。zheixieshitamendejiyin。
dangtamenyishidaoweilaiyouyitianwurenchekenengchengweizhuliuhou,yuanyoudeshangyemoshi——suoweidegongxiangjingjimoshi——bianbucunzaigongxiangsijidexuqiu,eryongyouwurenchedeqiyejiukeyitigongfuwu。yinci,tamenbiandehenkonghuang。
yushi,womenjiukandaoubershougouotto, lyft、 didiyefenbiechuangjianlezijidewurenchetuandui。danshi,danguberzaoyuwenhuatiaozhanyijishangshideyalizhihou,yigegengtimiandeceobiandanqileranggongsinenggoushunlishangshidezeren,erwurenchezheiyangzhangyuandetouzi,zebushiuberzheiyangbuduanshaoqian、buduankuiqiandegongsinenggoudulifudandeyouxile,yushiyouleruanyinzuijinduixindulideuberwurencheyewudetouzi。
shuxichuxingyunyingfuwudegongsiziranzuijubeishangyebianxiandenengli。tamenshil4fangandezuizhongyaokehu,wentishi,ruguol4shixianle,zheixiegongsihaishinongchaoerma?
3. tuanduizujian:wenhuadechongtu
rutongshangwenzhongtidaode,zaiwurenchelingyu,yousandamingxiandewenhua:aiwenhua、hulianwangwenhuajizaochewenhua。xiamianmiaoshuyixiazheisanzhongwenhuadedianxingtezheng:
AI文化:tongchangshixueshupai,zaidubodushuojieduanjinxingguozhuanyedeaikexueyanjiu,shidisanboailangchaodezhulijunhezuidashouyizhe。qiangdiaosuanfayanjiudezhongyaoxing,yougongchengjingyanzhehaibijiaozhongshigongchengzhiliang,erchuncuidexueshupaizejingchanghulvegongchengdezhongyaoxing。
互联网文化:tongchangshihulianwangchuangyedeshouyizhe,qiangdiaochanpindezhongyaoxing,qiangdiaogenjuyonghutiyanjinxingkuaisudiedaidezhongyaoxing。hulianwangwenhuadexinfengzhetongchangshishiganpai,danshiyouyuguoyuqiangdiaoshijianhebuduanchangshidezhongyaoxing,nanmianmeiyoudiyunhejichulaijiejueleisiyuwurenchezheiyangfuzayingyonghoumiandekexuewenti。
造车文化:tongchangshiyipichangshijieshouxinxianshiwuruchelianwang、wurenchedezaocheliliang。qiangdiaozhizao、zhiliang,qiangyucheliangshejihezhizao,tongchangnanyijieshouhulianwangwenhuaheaiwenhuadailaidefuzaogan。tamenshiwurenchejishuluodibixuyikaodeliliang,tamenshichelianganquandedaiyanren,tongshi,zaihulianwangzheheaizhekanlai,tamenkenengshichuangxindelanluhu。
这三种文化没有对错之分,只是在这样需要各方力量合作的情况下,需要理解各方的背景和文化渊源,加深彼此的理解,以达到团队共赢,产品落地的结局。
4. weilaidequshihetiaozhan
zai2016nianzhihoujinsanniandefengkuangzibenzhuizhuxia,wurencheyijingkaishichangshiluodifaya。eryiwurencheweidaibiaodedisanboaikexueyanjiuhechuangyelangchao,zekaishijinrugaizaochuantongchanyedeshenshuiqu,mianlindetiaozhanbaokuowenhuachongtudetiaozhan、shichangjieshoududetiaozhan、yonghutiyandetiaozhanyijijingjichanchudetiaozhan。
wenhuadetiaozhancuchengledaliangdecheqiheaiqiyedehebinghuozhezhishaoshihezuo,shichangjieshoududetiaozhanshidewurenchejishuhuiguiyonghujiazhi,zhaodaozhenzhengyonghudetongdian,zhubutuichuyonghukeyishiyongdegongneng,birushuozidongboche、chedaoxianbaochi、shijuemubiaoshibie、zidonggenchedengdeng,yeyoubufenqiyexuanzelewuliudenglingyudeluodi。
eryonghutiyandetiaozhanhejingjichanchudetiaozhanzeyaoyanjundeduo。juyoubaodaofenxi,zaimeiguoyalisangneizhoushiyunxingdewaymowurenjiashiche,zaodaolezhuduoshimindediyi,tamenyoudeguyizhizaomafan,youdezequeshibeizheixiebuchengshudewurenchedejiashixiguanerkunrao。dangwurenchezheiyangdexinxingshiwukaishijiqianrenqianmiandefusitigongfuwudeshihou,caishiduizheixiegongsizuidadetiaozhan。
duiyujingjichanchueryan,guoqutouziwurenchedefengtouyijingdaliangshuxuedaozheixiegongsi,weilaitamenziranqiwanghengaodehuibao,danshiyimuqiandejishueryan,chengbendeyoushihaihennanxianxian。
bizhewuyiweiwurenchezheiyirenleiweidadekexuehegongchengchangshipolengshui。renhedemengxiangdouxuyaofuchujudadedaijia,yezhiyouzheiyang,renleicainenggouzaizheixieweidadekexuehegongchengxiezuodeguochengzhongdedaozuidadeshouhuo。woxiangxin,renleizhongyouyitianhuijiejuezheigewenti:ruhequebaojiashigaosuxingshicheliangdeshiyigechongfenjiankangerlixingdedanao。erwoyexiangxin,womenmeiyigerendouzaiweizheigemengxiangerfendou!
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