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Pony.ai’s autonomous-driving distance tops 100m km as China scales up L4 commercialization_我的网站
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Chinese autonomous-driving company Pony.ai said on Monday that its cumulative autonomous-driving distance worldwide has surpassed 100 million kilometers, marking the latest milestone as China's driverless sector moves from technology validation toward mass production and scaled commercial deployment.
The milestone comes as L4 autonomous driving gains commercial traction across passenger transport and logistics in China, while Chinese companies are accelerating overseas deployment through partnerships with local operators in markets including Europe and Southeast Asia.
Industry experts said that the significance goes beyond rising distance. As commercialization gathers pace, the next phase of competition will increasingly hinge on whether autonomous-driving technology can be deployed at scale, brought down to commercially viable costs and replicated across different transport scenarios and markets.
At a recent media briefing, Pony.ai said that its fourth-generation L4 autonomous electric heavy-duty truck had entered mass production, with commercial operations expected to begin in the coming months. The company plans to deploy 500 to 1,000 trucks over the next two to three years across long-haul freight, bulk cargo transport and port logistics.
A notable part of that transition is the sharp decline in costs. Autonomous-driving hardware costs for Pony.ai's fourth-generation heavy truck are about 70 percent lower than for the previous generation, according to the company.
Similar cost reductions are also emerging in robotaxis. Pony.ai said on its official blog that the bill-of-materials cost of the autonomous-driving kit for its seventh-generation robotaxi has fallen 70 percent from the previous generation, helping the company achieve unit-economics breakeven in Guangzhou and Shenzhen, South China's Guangdong Province.
China's autonomous-driving sector is moving from technology validation to large-scale commercial deployment, underpinned by the rapid accumulation of real-world driving data, Pan Helin, a member of the Expert Committee for the Ministry of Industry and Information Technology, told the Global Times on Monday.
"Continuous road testing allows L4 systems to better adapt to local traffic conditions, laying the groundwork for wider commercial use," Pan said.
China has opened multiple cities to autonomous-driving applications, with commercialization gathering pace. As deployment expands and marginal technology costs fall, autonomous driving is expected to unlock significant commercial value and emerge as a new form of mobility, veteran industry analyst Liu Dingding told the Global Times.
Pony.ai aims to expand its robotaxi fleet to more than 3,000 vehicles by the end of 2026 and operate in 20 cities worldwide, with nearly half of those cities overseas. It also plans to develop an international version of its seventh-generation robotaxi tailored to different regulatory requirements and infrastructure, supporting the deployment of more than 1,000 vehicles in overseas markets.
Pony.ai's ambition also reflects a broader push by Chinese autonomous-driving companies to expand overseas.
On August 3, WeRide announced a partnership with Danish shared-mobility platform GreenMobility to deploy autonomous ride-hailing services in Denmark, marking its first entry into the Nordic region and sixth European market. Subject to regulatory approval, the service is expected to open to the public in the first half of 2027 using WeRide's latest GXR L4 robotaxi.
WeRide said on its website that its autonomous-driving products are now deployed in more than 40 cities across 12 countries. The company holds autonomous-driving permits in eight markets and operates a global L4 fleet of more than 3,000 vehicles.
A similar expansion is taking place in public transport. On July 17, Chinese autonomous-driving company MOGOX announced a strategic partnership with Singapore-based ComfortDelGro Bus. The two companies will cooperate on autonomous-vehicle deployment and operations, commercial expansion and coordination with regulators.
Pan said that China's autonomous-driving sector has two key advantages: a broad supplier base for major components and a large domestic market that allows companies to deploy services widely and accumulate real-world data. Advances in simulation and synthetic-data technologies have further strengthened the sector's ability to train and refine autonomous-driving systems.
Liu pointed to the cost benefits of scale. As deployment expands, the cost of key automotive-grade components such as lidar and chips continues to fall, improving the economics of commercial operations and creating more room for technological iteration, he said.
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英特尔在文件中称，该公司计划筹集至多8.2亿美元资金，将用于营运资金和公司用途。英特尔将保留对Mobileye的控制权，该公司将持有超过7.5亿股B类股票，其投票权是A类股票的10倍。此外，英特尔预计将有4，626万股A类股票流通股，A类股票是投资者将在IPO中购买的股票。
二 | 具体数量可能会更多，取决于承销商是否决定选择购买额外股票。英特尔预计，Mobileye总计将发行7.9626亿股流通股，如果以20美元定价，自动驾驶业务的估值将高达159亿美元。英特尔周二股价跌超2%，年初至今跌幅达到48%。
三 | 2017年，英特尔以153亿美元收购了以色列的Mobileye。成立于1999年的Mobileye为自动驾驶汽车，以及驾驶员辅助等功能提供芯片、硬件和软件。
四 | 英特尔目前正经历其核心业务——制造计算机芯片的转型。
五 | 它正在建造更多的工厂，但是建造和装备新的晶圆厂是资本密集型的。
六 | Mobileye在文件中称，该公司与奥迪（Audi）、宝马（BMW）和大众（Volkswagen）等汽车制造商有合作关系，其技术目前应用于800款车型。文件显示，Mobileye的营收强劲增长，从2019年的8.79亿美元增长到2021年的13.9亿美元。Mobileye本财年前六个月实现收入8.54亿美元，较上年同期增长21%，该公司净亏损6700万美元。今年以来，由于通胀和利率不断上升、对美国经济的担忧以及美股波动，美国IPO发行受到了沉重打击，尤其是对Mobileye的科技公司同行而言。Dealogic的数据显示，美国IPO市场正在经历有记录以来最糟糕的一年之一，传统IPO的筹资规模可能是1995年以来最少的。美国主要股指均处于熊市，即从近期高点下跌20%或以上。另一个阻碍新上市的因素是：在2020年和2021年上市的大多数公司股价都低于IPO价格，其中许多公司的股价远低于IPO价格。
七 | 数百家原定于2022年在美国上市的公司现在被迫旁观，因为投资者愿意为它们业务支付的价格下降了。这些公司没有在公开市场上市和融资，而是被迫以低得多的估值寻求私人资金，通过裁员或退出某些市场等其他措施削减成本，或者以远低于预期的估值上市。这些公司用于增长或招聘的资金减少，这是对美国整体经济的又一个潜在打击。虽然大多数准备在2022年进行IPO的公司都将公开发行推迟到明年，但Mobileye是最大的、众所周知的例外之一。食品杂货快递公司Instacart也定于今年IPO，Mobileye估值的进一步下调对已经削减内部估值的Instacart来说是个坏信号。如果Mobileye的交易表现不佳，这将是对Instacart IPO希望的又一个不祥之兆。
八 | 英特尔首席执行长格尔辛格（Pat Gelsinger）曾表示，Mobileye的上市将使其自动驾驶汽车部门获得更高的知名度，并吸引更多业务。他还表示，英特尔不需要Mobileye IPO带来的资金。如今在英伟达、地平线、华为、百度等技术性厂商崛起的背景下，Mobileye自动驾驶芯片一哥的位置实在难保。包括蔚来、特斯拉、理想在内的一众终端厂商，纷纷抛弃了Mobileye。特斯拉更不必说，在英特尔收购Mobileye之后，便与Mobileye分手，开始采用FSD芯片。理想在2021年也将EyeQ4换装成地平线征程3，而蔚来等一批车企更是为新一代车型选配了强大的英伟达Orin芯片。前段时间英伟达刚研发出算力“天花板”Thor，Mobileye这些老企业还有一席之地吗？不过Mobileye也发现了这些问题，正在进行下一代ADAS的产品开发，包括 SuperVision 系统的新功能以及导航辅助驾驶，希望能打破“英姿不再”的僵局。
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