On September eighth, it was discovered that Li Auto is planning to enter the area of autonomous driving vans, probably led by VP of Intelligent Driving Business, Lang Xianpeng.
At current, Ideal has been utilizing a number of headhunters to seek for expertise in the business associated to autonomous truck driving, and there have been interviews with staff from different autonomous driving firms at Ideal.
The job title is “Director of Truck Autonomous Driving Technology”. The major duties of this place embody “taking overall responsibility for the system design, development, testing, and experimental verification work of autonomous driving for factory logistics trucks, delivering safe and efficient autonomous driving products.”
In the {qualifications} for this place, candidates are required to have “over 10 years of work experience, with at least 6 years of relevant research and development management and technical architecture experience, leading the construction and optimization of core business systems in a company.” Additionally, having a background in mature port and terminal autonomous logistics implementation is most well-liked. Some headhunters have indicated that this place might be benchmarked in opposition to Alibaba‘s P9-P10 ranges.
Li Auto mentioned: Li Auto at present has no plans to enter the area of autonomous trucking. They have certainly been recruiting abilities with backgrounds in autonomous trucking lately, however their software background is in the area of clever manufacturing, used for finishing up environment friendly element distribution tasks for clever driving logistics.
The aforementioned knowledgeable sources said that over the previous 12 months, there have been a number of discussions inside beliefs relating to the worth factors of L4-level autonomous driving expertise. The major areas of implementation embody passenger automobiles and business automobiles. By mid to late June this 12 months, Ideals’ senior administration mainly finalized their entry into the area of autonomous driving vans in the business automobile sector.
As far as capabilities are involved, there’s an inner viewpoint inside Li Auto that the firm has gathered a considerable amount of information by its passenger automobile superior driver help system. Data-driven expertise holds nice worth in high-level clever driving techniques at L3/L4 ranges. From this angle, Li Auto possesses cross-domain benefits.
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The aforementioned knowledgeable supply additionally added that Ideal has already set sure targets internally for the mission and goals to attain phased outcomes subsequent 12 months.
Before the ideally suited openness and transparency, it’s tough for the outdoors world to find out the true motives, enterprise fashions, and potential crew and enterprise scale of getting into the area of autonomous driving vans.
An business insider analyzed that in the early phases, Lixiang might set up a crew of a number of dozen to 100 folks. They will repeatedly take a look at their autonomous driving system by retrofitting current vans. Once the system turns into comparatively mature and able to mass manufacturing, Lixiang will face two decisions for its enterprise mannequin: one is being an autonomous truck producer, and the different is being an autonomous truck logistics operator. Both choices have sure market sizes, however the latter has higher potential for growth and could also be extra advantageous from a market worth perspective.
An fascinating perspective is that, when it comes to the autonomous driving truck race monitor, each NIO and XPeng Motors, two of the three main new forces in automotive manufacturing, didn’t straight take part. Instead, they not directly laid out their methods by investments – NIO Capital invested in Yikong Zhijia for unmanned driving situations in mines and Miaoche Technology for long-haul logistics situations; whereas Xpeng Motors, as a cornerstone investor, invested in Qiangua Technology for the similar long-haul logistics state of affairs.
This implies that as soon as Li Auto independently enters the area of autonomous driving vans, it’s going to kind totally different camps below two modes with NIO and Xiaopeng, which can to some extent replicate the respective genes of the firms in addition to the pondering logic and judgment of decision-makers.
Li Auto at present has sure strengths in incubating autonomous driving truck tasks. In phrases of its major enterprise, Li Auto has skilled speedy gross sales progress this 12 months and has already pulled forward of NIO and XPeng Motors by a sure margin. Its supply quantity in the first half of the 12 months exceeded the whole supply quantity for 2022. In phrases of market dimension, Li Auto‘s current market value is $42.25 billion, for reference, NIO‘s market value is $18.75 billion and XPeng Motors’ market worth is $16.41 billion.
In phrases of fight readiness reserves, the ideally suited second-quarter monetary report exhibits that the firm’s internet revenue for the first half of the 12 months has offset the internet losses of the earlier three years. The full-year income in 2023 is predicted to exceed 100 billion yuan. At the similar time, its enterprise free money move has elevated to 1.31 billion US {dollars}, with a big progress charge. As of June thirtieth, the firm’s money reserves reached 10.05 billion US {dollars}.
For beliefs, that is certainly a superb alternative to develop new companies.
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…. to be continued
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