Grok: "how is tesla fsd competing against huawei ads 3.0"
Tesla's Full Self-Driving (FSD) and Huawei's ADS 3.0 represent two of the most advanced autonomous driving systems currently in development, each with unique approaches and technological focuses:
- Technological Approach:
- Tesla FSD: Tesla's approach is primarily vision-based, relying heavily on cameras (with up to 8 cameras in newer models) and minimalistic hardware, aiming for simplicity and cost-effectiveness. Tesla's strategy involves leveraging vast amounts of real-world data collected from its fleet to train its neural networks, aiming for an end-to-end learning model where the system learns to drive from raw sensor data to control signals without explicit programming for every scenario.
- Huawei ADS 3.0: Huawei's system, on the other hand, incorporates a more traditional multi-sensor fusion approach, including LiDAR, radar, and cameras. This method aims to provide a more robust sensory input for better environmental understanding, especially in complex scenarios where vision alone might be insufficient. ADS 3.0 focuses on what's described as a "GOD network" for multi-sensor fusion, enhancing its capability to recognize and react to a broader range of obstacles and scenarios.
- Market and Development Strategy:
- Tesla: Tesla has been pushing towards achieving full autonomy through iterative software updates, with a significant emphasis on real-world data collection and processing. Elon Musk has expressed ambitions for Tesla's FSD to be a pioneer in achieving true Level 5 autonomy, where no human intervention is required. Tesla's approach also includes developing its own AI hardware (like the Dojo supercomputer) to accelerate this process.
- Huawei: Huawei's strategy involves not only developing the ADS technology but also integrating it into a broader ecosystem of smart vehicle solutions. Huawei's approach might be seen as more conservative in terms of technology readiness for full autonomy but is arguably more comprehensive in terms of immediate practical applications, offering advanced driver assistance systems that are currently operational in various vehicles in China.
- Competitive Edge:
- Tesla's Edge: Tesla's edge lies in its massive fleet acting as a real-time data collection network, potentially giving it a lead in software learning and adaptation. The simplicity of its hardware design also aims at reducing costs, which could be crucial in scaling autonomous driving technology.
- Huawei's Edge: Huawei's ADS 3.0 might have an edge in scenarios where environmental perception beyond vision is crucial, thanks to its multi-sensor approach. This could be particularly beneficial in complex urban environments or adverse weather conditions where cameras might struggle. Additionally, Huawei's integration into the broader automotive ecosystem in China, including partnerships and technology licensing, positions it well within the local market.
- Current Sentiment and Perception:
- Based on discussions and sentiments from platforms like X, there's a mix of skepticism and admiration for both technologies. Some users and analysts believe Tesla's vision-only approach might face limitations in achieving full autonomy due to its reliance on visual data. Conversely, Huawei's system, while praised for its technological breadth, is sometimes critiqued for not yet matching Tesla's software sophistication in real-world driving scenarios.
Pretty good answer. Better than I could articulate.
There are two recent developments that reenforce my view on NEV landscape in general and autonomous driving in particular.
One is an interview of Professor Zhu from Tong Ji University on state of NEV and autonomous driving. For reference, "
". He basically echoed my perception that FSD is struggling to hit the road in China, therefore is giving more time to HW ADS 3.0 dominance. In essence and on road, there is really no other viable competitive solution against FSD or ADS 3.0 (full or vision-only).
The other is "rumor" from Beijing that HW people are the main technical contributor on China national autonomous drive regulation. In other words, on NEV autonomous driving, HW is a player and a referee at the same time.
Put those two in the context of recent announcements on BYD Bao 8 with ADS 3.0 and Audi going with HW on autonomous driving in China. Consolidation in China NEV business is getting closer and reshuffling of state-owned and private-owned auto assets is going to be very interesting in the next 2 years.
