Recently, the Ministry of Industry and Information Technology and other five departments officially issued the “Notice on Announcing the List of Pilot Cities for the Application of “Vehicle-Road-Cloud Integration” of Intelligent Networked Vehicles, and identified 20 cities (consortiums) as pilot cities for the application of “vehicle-road-cloud integration” of intelligent networked vehicles, and Nanjing was successfully selected as the first batch of application pilot cities.
The tuyere of intelligent networked vehicles is coming, who can catch the “splashing wealth”? This article will give you an in-depth understanding of related technologies and industry chains.
Bicycle intelligent driving has been commercialized
The implementation of high-end intelligent driving still needs to be improved
The single-vehicle intelligent autonomous driving technology, represented by Tesla’s autonomous driving (FSD), has been successfully commercialized in North America. Tesla leverages multiple cameras and neural networks to enable advanced driver assistance features and continues to push the boundaries of technical challenges, including algorithms, drive tests, cloud computing, data annotation, simulation training, and system software.
Its FSD V12 version optimizes parameters for autonomous driving through video data and employs an end-to-end integration strategy to improve performance and reduce costs, while leveraging the latest deep learning technology to achieve direct mapping from perception to decision-making. On April 24, 2024, Tesla announced that FSD users have driven more than 1.3 billion miles, marking the beginning of the large-scale application of Tesla’s autonomous driving technology.
With the blessing of various benefits, the penetration rate of intelligent driving in China is also accelerating. In 2023, the penetration rate of L2 (autonomous driving) of passenger cars in China will reach 47.3%, and it will exceed 50% from January to May 2024, and some functions are close to the level of L3 intelligent driving.
In recent years, domestic urban navigation assisted driving technology (NOA) has developed vigorously and become a hot spot in the field of intelligent driving. Gasgoo Automotive Research Institute predicts that by 2025, the number of vehicles equipped with urban NOA functions in China will exceed 3 million. This market trend is considered to be an important milestone in the development of intelligent driving technology, which improves the level of intelligence of vehicles and provides new competitive advantages and data training methods for car companies. NOA technology in domestic cities is in a stage of rapid development, and many car companies are actively investing in promoting the popularization and application of this technology.At present, autonomous driving is divided into two technical routes: autonomous driving (AD) andvehicle-infrastructure cooperative autonomous driving (VICAD).
Among them, AD mainly relies on the vehicle’s own vision, lidar and other sensors, computing units, and wire control systems for environmental perception, computing decision-making, and control execution. On the basis of AD, VICAD carries out real-time high-precision perception and positioning of the road traffic environment through advanced vehicle and road perception and positioning equipment (such as cameras, radars, etc.), and carries out data interaction and sharing according to the agreed agreement, so as to realize different degrees of information interaction and sharing between vehicles, vehicles and roads, and vehicles and people (i.e., network interconnection), and cover different degrees of vehicle automation driving (i.e., vehicle automation), as well as consider the collaborative optimization problem between vehicles and roads (i.e., system integration). Through vehicle automation, network interconnection and system integration, a vehicle-road cooperative autonomous driving system will be finally built.
According to the news released by the Ministry of Industry and Information Technology on June 4, 2024, nine automobile manufacturers, including BYD, Guangzhou Automobile Group, NIO, SAIC, and FAW, have been approved to enter the pilot of intelligent networked vehicles and road traffic, becoming the first batch of car companies in the country to carry out L3 autonomous driving road access pilots. These companies cover three categories: passenger cars, buses and trucks, showing the breadth and diversity of the pilots.
The implementation of the pilot will be divided into five stages, including pilot declaration, product access pilot, road access pilot, pilot suspension and withdrawal, and evaluation and adjustment. This means that although these companies have passed the initial selection, whether the actual autonomous driving functions can be mass-produced and put on the road still needs to be further tested and evaluated. As the pilot progresses, Level 3 autonomous driving technology is expected to be more widely adopted and developed in the coming years.
The vehicle-road coordination policy promotes industrial construction
Intensive release of bidding and bidding accelerates the development of the industry
In recent years, China’s vehicle-road coordination related policies have continued to help accelerate industrial development, related policies involve smart transportation, Internet of vehicles and other fields, and the government has continued to introduce policies and regulations to match the construction needs of the modern economic system and bring a better policy environment for the development of the vehicle-road coordination industry. Among them, smart transportation will further play an important supporting role in “new infrastructure”; The Internet of Vehicles policy mainly focuses on vigorously promoting the construction of Internet of Vehicles infrastructure, commercial application, related 5G and V2X and other high-tech development, information security and other aspects.
On July 3, the Ministry of Industry and Information Technology and other five departments jointly announced the list of pilot cities for the application of “vehicle-road-cloud integration” of intelligent networked vehicles, Beijing, Shanghai, Chongqing, Ordos City, Inner Mongolia Autonomous Region, Shenyang City, Liaoning Province, Changchun City, Jilin Province, Nanjing, Suzhou, Wuxi City, Jiangsu Province, Hangzhou-Tongxiang-Deqing Consortium of Zhejiang Province, Hefei City, Anhui Province, Fuzhou City, Fujian Province, Jinan City, Shandong Province, Wuhan City, Shiyan City, Hubei Province, Changsha City, Hunan Province, 20 cities (consortiums), including Guangzhou and Shenzhen in Guangdong Province, Haikou-Sanya-Qionghai Consortium in Hainan Province, and Chengdu in Sichuan Province, were selected, marking a new stage of large-scale development of “vehicle-road-cloud integration”. The application pilot of different levels and different types of cities will help promote the wider application of “vehicle-road-cloud integration” and provide practical experience and data support for its promotion across the country.
The bidding for “vehicle-road-cloud integration” has been released intensively, and industrial construction is accelerating. It is expected that the next 20 application pilot cities (consortiums) will release the corresponding plans for “vehicle-road-cloud integration” and start construction, and the entire industry will enter the stage of intensive project implementation.