The human dream of autonomous driving began in the 1920s. General Motors (GM) can be said to be the originator of self-driving cars. At the 1939 New York World’s Fair, its Futurama first showed the world its vision for the future of autonomous driving. But it wasn’t until around 2015 that the auto industry saw the promise of autonomous driving. By 2018, China is already discussing how to implement and industrialize autonomous driving-related technologies as soon as possible. Today, the industry has reached a consensus: the close integration of artificial intelligence (AI) technology and smart cities, especially smart transportation, will promote the real implementation of autonomous driving.
At the 2021 Zhongguancun Intelligent Connected Vehicle International Innovation Forum with the theme of “Smart Cars, Smart Driving, Smart Futures”, Tong Lifeng, General Manager of Mobileye Greater China, shared some of Mobileye’s plans and new ideas for the automotive field.
Big Era Headlines for Chip and Auto Convergence
Tong Lifeng said that Mobileye’s more than 20 years of development history in the field of autonomous driving is just a microcosm of the integration of key technologies in the automotive industry’s public travel and digital management platforms. From the early ADAS software and hardware to the “blowout” rapid growth of the autonomous driving industry, the entire industry has evolved from pure or pure technology and basic products to a new stage.
At this stage, the industry is thinking more about how autonomous driving and intelligent networking technologies can help the development of automobiles and pan-automobiles, as well as the entire intelligent industry? How do these technologies integrate with various applications in our daily travel process?
Back in 1999, Mobileye, which was going to install eyes on cars, was established in Israel. As a software, algorithm and chip technology company, it has been focusing on ADAS and autonomous driving solutions. Its vision system analysis and data processing research and development of vehicles and The lane line recognition rate can reach 99.99%.
Since 2012, Mobileye has expanded its organization around the world to drive business development in the automotive industry and mobility field everywhere. At that time, Mobileye entered the Chinese market, established a professional team, and began to contact traditional car manufacturers, including the segmented transportation field, and made a very early layout in ADAS technology and intelligent network technology.
Mobileye represents the convergence of automotive semiconductors
In 2014, Mobileye was officially listed on the New York Stock Exchange, becoming the largest single IPO project in Israel’s history. In 2017, Mobileye ushered in a major event in the industry and a milestone in the integration of the chip and automotive industries. Intel acquired Mobileye for $15.3 billion, which has also become a benchmark and promoter of the automotive industry within the Intel family.
After 2020, in addition to traditional ADAS applications, Mobileye’s autonomous driving technology has also begun to land in large numbers around the world. At present, L4 Robotaxi projects using Mobileye technology have been launched in Munich, New York, Tokyo and other cities.
At this time, Mobileye’s self-developed vision processor system-level chip EyeQ series products have developed into the fifth generation, with automatic emergency braking, lane departure warning, forward vehicle distance monitoring and warning, pedestrian collision warning, front collision warning and other functions , which can allow drivers to take emergency measures in advance to effectively avoid traffic accidents.
EyeQ1, EyeQ2, EyeQ3, EyeQ4, EyeQ5 technology comparison
So far, more than 75 million Mobileye EyeQ series chips have been delivered in vehicles; 20 million new cars around the world are equipped with Mobileye products every year; more than 28 auto OEMs and more than 300 models have used Mobileye’s solutions Program.
Cross-border integration and interpretation of new business models
The implementation of intelligent network connection or autonomous driving technology is the focus of general attention in the industry. Mobileye is also shifting from an ADAS supplier in the traditional automotive supply chain to a role that provides the industry with end-to-end or cross-border converged solutions.
Tong Lifeng believes that in addition to the gradual iteration of research and development, the next step in the field of autonomous driving needs to pay more attention to sub-scenarios. Mobileye sees three main scenarios: consumer self-driving cars, which are still mainstream; self-driving taxis and self-driving buses and trucks. They cover To B and To C modes respectively. In terms of To C, there needs to be a certain cycle for consumers to experience, accept and enhance their understanding of new products, and gradually penetrate and promote.
It can be seen that Mobileye’s point of view is not the same as that of some manufacturers. The mainstream point of view is that the main application scenario of autonomous driving is To B, and only after the integration of network connection or vehicle-road coordination into bicycle intelligence, can automatic Driving into To C territory. This also proves from another aspect that Mobileye treats To B and To C equally.
Of course, this does not hinder Mobileye’s cognition of some new business models in the To B circle: two scenarios that can enable ADAS technology, intelligent network connection and autonomous driving technology to quickly land are Robotaxi autonomous taxis, and the other is automatic Driving a minibus is the last mile connection, logistics and trunk transportation.
In addition to technical reliability, the implementation in the To B scenario must also consider whether the automatic driving technology and the sub-sector can be truly integrated, and whether the business link can be opened up. Therefore, integration is an important symbol of the implementation of autonomous driving and intelligent network technology in the next 5 to 10 years. Whoever can highly combine core technologies with industry application scenarios can quickly promote the development of the industry.
For the upstream and downstream of the supply chain, including the underlying technology suppliers such as Mobileye, and even government planning departments, in the iterative process of new technologies, everyone may not pay much attention to its cost. However, once you want to industrialize the technology, the business model becomes the most basic and most important link. Everyone believes that the benefits of autonomous driving technology for industrial iteration are that Robotaxi and other vehicles using autonomous driving technology will have better path planning, more comfortable driving experience, higher safety and better sharing. The ultimate core is the ability to reduce costs, increase usage, and improve security.
As the industry becomes more mature, it will form a new business model – MaaS (Mobility as a Service) after integrating with sub-sectors. Mobileye divides MaaS into five layers. The top two layers are the autonomous driving system, which is the solution of system providers such as Mobileye, and the self-driving vehicle. These two layers are still in the process of technical iteration on the R&D and automobile manufacturing side. The 4th and 5th floors are more business formats. In the field of online car-hailing or taxis, smart travel platforms are needed to provide users with better services and provide better experiences for drivers and passengers. The middle is the key point of integration. Whoever can combine better technology with more market-oriented application services can open up the entire travel industry.
Seize the Opportunity of Digital Mobility
Tong Lifeng believes that the digital transformation of travel has brought us a lot of opportunities. From the perspective of the technology itself, it is necessary to have an integrated software and hardware and an open platform ecosystem to drive travel services. This requires many years of accumulation of core technologies and cooperation with OEMs, as well as proven technologies that can be marketed. Mobileye’s digital solutions include AI hardware, customized software and open platforms. By providing core algorithms, chips, and final products, Mobileye can create more suitable travel solutions for in-vehicle hardware and industry ecosystem partners. In order to promote changes in the field of travel, Mobileye has created a platform-based AI hardware product ME 8 (Mobileye 8 Connect). Equipped with the latest processor EyeQ4 and upgraded camera, ME 8 has the most advanced anti-collision technology, which is suitable for the application of data open platform in the travel industry while meeting the requirements of vehicle regulations. ME 8 products can provide all-in-one ADAS functions, which can realize lane departure, forward collision, pedestrian collision, vehicle speed monitoring, speed limit recognition, etc. on a single product.
When it comes to software updates, Mobileye-equipped vehicles will automatically receive updates over the network. Software updates that the ME 8 system can receive regularly add new safety features and improve existing ones.
ME 8 retrofit products are suitable for any vehicle model, whether it is a passenger vehicle after rolling off the production line or a commercial vehicle, which can be simply retrofitted and equipped with ME 8 products.
Most importantly, for any fleet of vehicles, these capabilities can be experienced first without having to buy new vehicles with ADAS capabilities or wait for the mass adoption of autonomous vehicles.
ME 8 provides the following actionable data for fleet management:
The driver management platform can receive analytics reports on Mobileye alerts, vehicle efficiency and GPS data, giving fleet managers a better understanding of driving behavior and operational visibility.
Provides custom alert settings for drivers, allowing alert distance and sensitivity parameters to be set for specific drivers based on driver performance.
Optimize route planning and further optimize routes with high accident area identification, geofencing and tracking capabilities.
Based on the ME 8 platform, Mobileye has created different customized products for different formats and customer needs. In response to the problem of hidden safety hazards in the blind spot during the turning process of large vehicles, Mobileye has developed a multi-camera vehicle-mounted solution Aegis Pro based on the ME 8 platform to cover all blind spots of large vehicles, including forward blind spots and turning side blind spots. Through unique pedestrian recognition vision technology, pedestrians and cyclists in side blind spots can be identified and tracked in real time. Before the collision of the target object, the driver is warned in advance and braking measures are taken in advance.
Blind spot solution for large vehicles
The current solution is mainly customized for EU and Chinese blind zone regulations, and has been applied in some whole OEMs and terminal fleets. After 2024, the EU will require vehicles to be equipped with corresponding blind spot solutions before leaving the factory, so OEMs will implement hardware expansion based on subdivision scenarios under the promotion of regulations.
How to cross the border?
Tong Lifeng, for example, said that in the process of subdividing the industry, the systematization of Mobileye’s hardware technology can solve the industry’s pain points. The analysis shows that with the increasing application of ADAS technology, the safety of the whole vehicle is bound to be better improved, and the result of safety is that the accident rate is greatly reduced. Then, insurance companies, which are part of the automobile ecological chain, can benefit from it. After the safety is improved, there will be fewer accidents, and insurance claims will be reduced. Therefore, the application of future technologies will change the entire ecological model more, so that more application parties in the pan-automotive field will participate.
An OEM has evaluated the impact of driver behavior factors on insurance costs, from which it can be seen that there is a correlation between autonomous driving-related technologies and insurance. Many of the technical points given by this OEM are directly related to reducing accidents and reducing insurance claims. It is these factors that provide opportunities for cross-border applications.
The relationship between self-driving technology and insurance
Based on the above analysis and using camera-related core technologies, Mobileye provides more data dimensions to correlate the linear relationship between driving safety and insurance. It includes the analysis of the vehicle situation, the role of the ADAS system, the number of ABS triggers, the number of lane departures, and the distance between vehicles, which provides a useful basis for insurance claims.
driving behavior analysis
Now, more and more OEMs or fleets are gradually combining autonomous driving technology with cross-border applications. The cooperation with insurance companies is only one application among many cross-border integrations. As the industry becomes more mature and the number of participants in various industries continues to increase, more applications will be developed, and at the same time, the scale of the autonomous driving industry will be enhanced. and richness, as well as more valuable services and user experiences. – End