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binbinsaner
2020-08-04
$老虎证券(TIGR)$
这几天强烈看好,老虎发虎威!!!
binbinsaner
2020-07-27
$老虎证券(TIGR)$
老虎迟早会发威的!
binbinsaner
2020-11-25
$老虎证券(TIGR)$
哎,跑早了[流泪]
binbinsaner
2020-06-20
感觉风暴越来越进了!
binbinsaner
2020-12-04
$一起教育科技(YQ)$
破发的趋势[汗颜]
binbinsaner
2020-07-24
$老虎证券(TIGR)$
今天大几率要涨!
binbinsaner
2020-05-04
边操作边学习
binbinsaner
2020-08-03
$老虎证券(TIGR)$
妈的,终于涨了,爽!差点割肉跑了!
binbinsaner
2022-09-21
$零跑汽车(09863)$
自研是产品的生命线!
binbinsaner
2020-08-05
请教下最近大家怎么入金的?
binbinsaner
2020-07-28
$老虎证券(TIGR)$
我看那些主力如何玩下去?随便你怎么玩,我都持有
binbinsaner
2020-07-06
感觉美股涨的太离谱了,随时可能回调!
binbinsaner
2020-07-02
续航
抱歉,原内容已删除
去老虎APP查看更多动态
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明天来接盘就行了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945269349,"gmtCreate":1596583255381,"gmtModify":1704212766339,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"3549919306435409"},"themes":[],"htmlText":"请教下最近大家怎么入金的?","listText":"请教下最近大家怎么入金的?","text":"请教下最近大家怎么入金的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945269349","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945847363,"gmtCreate":1596535766952,"gmtModify":1704212562652,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"3549919306435409"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今天大几率要涨!","text":"$老虎证券(TIGR)$今天大几率要涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946340995","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940223478,"gmtCreate":1593989851994,"gmtModify":1704203377089,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"3549919306435409"},"themes":[],"htmlText":"感觉美股涨的太离谱了,随时可能回调!","listText":"感觉美股涨的太离谱了,随时可能回调!","text":"感觉美股涨的太离谱了,随时可能回调!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940223478","isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940159942,"gmtCreate":1593704192386,"gmtModify":1704202991661,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"3549919306435409"},"themes":[],"htmlText":"续航","listText":"续航","text":"续航","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940159942","repostId":"2048438889","repostType":2,"repost":{"id":"2048438889","kind":"news","pubTimestamp":1593700307,"share":"https://www.laohu8.com/m/news/2048438889?lang=&edition=full","pubTime":"2020-07-02 22:31","market":"us","language":"zh","title":"一直走在前面的特斯拉,可能要被反超了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2048438889","media":"雪球综合","summary":"原标题:一直走在前面的特斯拉,可能要被反超了? 来源:雪球综合大家好,我是电动车公社的社长。今天想跟聊点硬核的。说起造车新势力,有一个词应该会得到所有人的赞同,那就是“激进”。最激进的比如贾跃亭,步子","content":"<html><body><p>原标题:一直走在前面的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,可能要被反超了? 来源:雪球综合</p><p>大家好,我是电动车公社的社长。今天想跟聊点硬核的。</p><p>说起造车新势力,有一个词应该会得到所有人的赞同,那就是“激进”。</p><p>最激进的比如贾跃亭,步子迈得过大扯到了蛋,如今人在美国停留多年,而就算是目前看起来还算成功的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏,也都有过于激进的一面。</p><p>比如小鹏G3更新换代带来的维权,蔚来走服务路线带来的非议。</p><p>事实上你们可能不知道的是,在新能源车赛道上最激进的,不是蔚来小鹏,也不是特斯拉,而是平时心如止水,稳得一批的大众!</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/229/w640h389/20200702/e2b1-ivwfwmn7571537.jpg/w720fin.jpg\"/></div><p>大众的激进程度,已经让它自己掉到了一个巨大的坑里至今不能自拔:按照大众的计划,MEB平台ID系列第一款纯电动车型ID3,应该在2019年底交付市场。</p><p>但残酷的事实是:连德国总理默克尔都亲自来站台的ID3,其实已经从流水线上走下来好几个月了,但一批又一批的ID3如今只能堆放在停车场里,无法交付到车主的手中。</p><p>此时此刻这批车和一堆“废铜烂铁”没什么区别。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/229/w640h389/20200702/d493-ivwfwmn7571541.jpg/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider202072/148/w640h308/20200702/b9cb-ivwfwmn7571578.jpg/w720fin.jpg\"/></div><p>这个事情最近终于有了新的进展:</p><p>根据官方消息,大众150名员工开始测试ID.3电动汽车,员工将对车辆进行日常使用压力测试,将进行数十万公里的测试工作。</p><p>但是在软件方面,测试用车尚未达到量产车的水平。大众此前表示,在交付之初,包括自动泊车系统在内的部分功能将暂时无法提供,未来该公司将通过升级逐步开放软件功能。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/322/w640h482/20200702/da79-ivwfwmn7571580.jpg/w720fin.jpg\"/></div><p>大众在新能源车领域一反常态,比蔚来、小鹏、特斯拉这种新生的造车公司还要激进的多,这甚至逼得大众开始和小鹏一样搞起了首批新能源车的beta测试。</p><p>大众不惜放下架子,让员工参与测试的根源,就在于那套不惜招徕了<a href=\"https://laohu8.com/S/MSFT\">微软</a>帮忙打造的VW.OS操作系统。这套系统的目标,就是让大众成为车企中的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/765/w500h265/20200702/63a3-ivwfwmn7571620.jpg/w720fin.jpg\"/></div><p>VW.OS主要包括底层的E3整车电子电子架构,和上层的Volkswagen Automotive Cloud。</p><p>底层的电子架构可以理解为android或者ios,上层的Cloud就相当于app store。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/201/w640h361/20200702/1eb2-ivwfwmn7571621.jpg/w720fin.jpg\"/></div><p>这样做的好处显而易见:不但可以大幅降低整车软件的数量和复杂程度,从而通过实现集团层面的高度统一而降低成本;</p><p>而且将来在VW.OS上就会诞生针对整车应用的app——就像当年用<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>的人,很难想象到将来几年后的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机上有无数的app可以实现不同的用途。</p><p>举个例子:特斯拉曾经通过OTA改善过刹车距离,而且最近也增加了例如哨兵模式这样的全新用法。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/164/w640h324/20200702/c7bf-ivwfwmn7571656.jpg/w720fin.jpg\"/></div><p>在这个模式下,汽车处于待机休眠状态,但是车载摄像头和传感器会继续运作。车辆一旦检测到有人靠近,就会切换到警戒状态,此时车内屏幕会亮起红灯并且警告接近者,而一旦有人打破车窗,汽车会自动大声播放内部音响,并且自动向车主手机发送警报。</p><p>看到这里,你们心里一定会有疑问:</p><p>大众要做的VW.OS的功能,难道不是特斯拉、蔚来、小鹏已经完成了吗?</p><p>但事实上,虽然它们是国内新势力造车企业的代表,也可以OTA升级,但蔚来和小鹏在电气架构开发上其实和传统车企无异。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/201/w640h361/20200702/2eb3-ivwfwmn7571655.jpg/w720fin.jpg\"/></div><p>以最简单的车窗控制和气囊控制为例,一个传统的汽车主机厂,是不会去考虑车窗、气囊如何控制这种“小问题”的。</p><p>因为它的供应商例如伟巴斯特会把一套完整的车窗控制方案做好,而另一家供应商<a href=\"https://laohu8.com/S/ALV\">奥托立夫</a>会把一套完整的气囊控制方案做好。</p><p>主机厂要做的,只是把他们安装到一起就可以了。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/170/w640h330/20200702/4148-ivwfwmn7571670.jpg/w720fin.jpg\"/></div><p>这样做的情况下,每个系统(车窗、气囊等等)都有一个自己专属的控制器,从控制器硬件到相关代码都由供应商开发。</p><p>也就是说,每个供应商都只对自己的零件系统负责,因此它的控制器设计往往会直接服从零部件整个公司的需求,于是可能就出现了运算能力较弱,或者运算能力冗余的情况,结果都会使得整车的电气架构的效率没有办法达到最优。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/54/w500h354/20200702/ba49-ivwfwmn7571669.jpg/w720fin.jpg\"/></div><p>——蔚来和小鹏这样的国内智能化程度较高的车型来说,它的整车电气架构非常复杂。最直接的影响就是线束较多,且走向复杂,不仅对整车总布置提出不小的挑战,同时在整车减重如今已是论克为单位的基础上,让电动车本来就已经不太富裕的续航里程会更加捉襟见肘。</p><p>控制器问题,是传统整车电气架构非常致命的问题。单个控制器较弱的运算能力以及没有办法将算力得到充分释放,使得一台整车上虽然有无数的控制器,但它们的计算能力还不如我们日常使用的手机。对于日后系统持续更新升级,都存在明显的制约因素。</p><p>蔚来和小鹏,目前只是在传统汽车的电气架构基础上,增加了更多更复杂的功能。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/160/w640h320/20200702/4237-ivwfwmn7571708.jpg/w720fin.jpg\"/></div><p>而特斯拉相比于小鹏和蔚来来说更进了一步。</p><p>比起蔚来小鹏车内各个器件各自为战的情况,特斯拉其实已经实现了功能域的控制器模式。</p><p>所谓功能域控制器,就是通过将功能相近的几个控制器进行整合,由一个控制器实现对于多个电器系统的控制。</p><p>这么做一来可以提升控制器的运行效率,同时也能减少一定的整车线束的布置工作量,降低线束的成本,同时也能为整车减重发挥作用。</p><p>比起蔚来和小鹏,特斯拉最关键的进步在于:日后马斯克要想实现对于某些功能的升级时,就可以不受到供应商控制器水平和内部代码开发的制约。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/240/w640h400/20200702/5944-ivwfwmn7571707.jpg/w720fin.jpg\"/></div><p>而蔚来和小鹏分散各处无法集中算力的控制器组合方式也就意味着,针对单一器件将来可以升级的空间相对很小。</p><p>不仅如此,在升级时也需要供应商来配合,受到的限制更多,花费的时间更长。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/267/w640h427/20200702/e217-ivwfwmn7571730.jpg/w720fin.jpg\"/></div><p>实现了功能域的特斯拉,相关的功能OTA,就可以根据自己的研究和理解来进行。</p><p>特斯拉的下一个目标是车身域。</p><p>车身域的好处就是加强版的功能域:进一步将线束的重量降至最低,同时能够最大限度发挥控制器的功能。</p><p>通俗讲就是现在特斯拉是“将功能相近的几个器件的操控进行整合”,将来要进化成直接按照车身位置进行控制器的排布。比如说特斯拉左前方有一个控制器,那么所有车子左前方的所有电器都需要靠这一个控制器来搞定,做出来的挑战比功能域只会更大。</p><p>原因是原本只需要熟悉车身控制器的软件工程师,可能需要将大灯、甚至中控台的代码纳入自己的工作范畴。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/240/w640h400/20200702/3083-ivwfwmn7571732.jpg/w720fin.jpg\"/></div><p>那有什么是特斯拉可以升级蔚来小鹏无法升级的呢?</p><p>——答案是目前的基本功能上,这三家车企没有差异,但是将来开发复杂功能上那就不一定了:</p><p>例如将来如果想让车窗更智能一些,到时候对那个控制器的要求就会比现在的要高很多,不单单是车窗往上摇,或者遇到夹了就不往上走的简单算法,而是要结合更多的使用情景和环境判断,例如下雨自动摇上车窗这样的功能,就需要车前方的雨滴感应器一起配合,这时候单一控制器就难以胜任了。</p><p>虽然这个复杂的功能目前还没开发出来,但据蔚来工程师内部透露的信息,下一代蔚来的车型,就已经开始向功能域控制器的方向在进行研发。</p><p>毕竟,谁也不想落后。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/200/w640h360/20200702/9ceb-ivwfwmn7571759.jpg/w720fin.jpg\"/></div><p>大众要做的,是干脆跳过蔚来小鹏的蹒跚学步,跳过特斯拉的小步快跑,直接奔着最完善、最彻底的方向走去——将现有整车上的数以百计的ECU进行整合,通过三个功能强劲的控制器来加以解决。</p><p>(它们分别是:与无人驾驶或者驾驶辅助相关的ADAS控制器,与底盘控制或者主动安全相关的整车控制器和娱乐控制器)</p><p>而这个难度和复杂度是前所未有的。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/234/w640h394/20200702/bd13-ivwfwmn7571761.jpg/w720fin.jpg\"/></div><p>从芯片角度看,原来每一个零部件的控制芯片就是多种多样,CPU、GPU、AI芯片、通信芯片、存储芯片,将不同性能或者用途的控制器整合在一起,ID.3延迟上市就足见其难度之大。</p><p>从软件角度看,原先供应商可以提供的整套零部件解决方案,但现在不得不去适应全新的VW.OS来重新打造软件或者控制系统。这就需要在VW.OS的框架内重新进行设计,满足整车层级的要求</p><p>——事实上是在VW.OS之前,全球范围内只有<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果、微软这样的公司才有能力打造一个通用性较广的底层平台,然后由各个公司在平台上开发多种多样的各类应用。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/172/w640h332/20200702/f01f-ivwfwmn7571780.jpg/w720fin.jpg\"/></div><p>而大众现在希望成为他们中的一员。</p><p>因为如果大众成功了,那么就如开头说的一样,大众会直接超越还在研发车身域的特斯拉,直接成为新时代汽车圈里的真正霸主。</p><p>毕竟车用APP生态一旦成功建立起来,那就几乎是个牢不可破的护城河。</p><p>所以哪怕是大众集团CEO迪斯被迫放弃大众品牌CEO且差一点被剥夺集团CEO,他也要坚持将这个项目持续推进下去。</p><div><img src=\"http://k.sinaimg.cn/n/spider202072/160/w640h320/20200702/9248-ivwfwmn7571782.jpg/w720fin.jpg\"/></div><p>文章素材与图片来源于网络,侵删</p><p>最近有朋友反馈在公众号列表找不到我们了,记得“标星”哦~</p><div><img src=\"http://n.sinaimg.cn/spider202072/731/w231h500/20200702/710b-ivwfwmn7571813.gif\"/></div><p>我们一直在致力于做一家良心且客观公正的新能源汽车媒体,也在尽力写出对大家有用的新闻和评论内容,如果觉得我们的东西有点意思,记得关注我们~</p><p>前段时间,我们根据销量和热度榜</p><p>刚做了10款热门车的真实续航测试</p><p>当我们把这10款车的电全部跑光</p><p>结果让人大跌眼镜!</p><p>如今这10款车的</p><p>冬季续航和夏季续航都已经出炉</p><p>涵盖北汽、广汽、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、特斯拉</p><p>蔚来、吉利、威马、小鹏</p><p>等8个品牌、10款车型</p><p>微信关注电动车公社</p><p>回复「续航」,就可以看到啦!</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一直走在前面的特斯拉,可能要被反超了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-02 22:31 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-07-02/doc-iircuyvk1679288.shtml><strong>雪球综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:一直走在前面的特斯拉,可能要被反超了? 来源:雪球综合大家好,我是电动车公社的社长。今天想跟聊点硬核的。说起造车新势力,有一个词应该会得到所有人的赞同,那就是“激进”。最激进的比如贾跃亭,步子迈得过大扯到了蛋,如今人在美国停留多年,而就算是目前看起来还算成功的蔚来和小鹏,也都有过于激进的一面。比如小鹏G3更新换代带来的维权,蔚来走服务路线带来的非议。事实上你们可能不知道的是,在新能源车赛道...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-07-02/doc-iircuyvk1679288.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-07-02/doc-iircuyvk1679288.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2048438889","content_text":"原标题:一直走在前面的特斯拉,可能要被反超了? 来源:雪球综合大家好,我是电动车公社的社长。今天想跟聊点硬核的。说起造车新势力,有一个词应该会得到所有人的赞同,那就是“激进”。最激进的比如贾跃亭,步子迈得过大扯到了蛋,如今人在美国停留多年,而就算是目前看起来还算成功的蔚来和小鹏,也都有过于激进的一面。比如小鹏G3更新换代带来的维权,蔚来走服务路线带来的非议。事实上你们可能不知道的是,在新能源车赛道上最激进的,不是蔚来小鹏,也不是特斯拉,而是平时心如止水,稳得一批的大众!大众的激进程度,已经让它自己掉到了一个巨大的坑里至今不能自拔:按照大众的计划,MEB平台ID系列第一款纯电动车型ID3,应该在2019年底交付市场。但残酷的事实是:连德国总理默克尔都亲自来站台的ID3,其实已经从流水线上走下来好几个月了,但一批又一批的ID3如今只能堆放在停车场里,无法交付到车主的手中。此时此刻这批车和一堆“废铜烂铁”没什么区别。这个事情最近终于有了新的进展:根据官方消息,大众150名员工开始测试ID.3电动汽车,员工将对车辆进行日常使用压力测试,将进行数十万公里的测试工作。但是在软件方面,测试用车尚未达到量产车的水平。大众此前表示,在交付之初,包括自动泊车系统在内的部分功能将暂时无法提供,未来该公司将通过升级逐步开放软件功能。大众在新能源车领域一反常态,比蔚来、小鹏、特斯拉这种新生的造车公司还要激进的多,这甚至逼得大众开始和小鹏一样搞起了首批新能源车的beta测试。大众不惜放下架子,让员工参与测试的根源,就在于那套不惜招徕了微软帮忙打造的VW.OS操作系统。这套系统的目标,就是让大众成为车企中的苹果。VW.OS主要包括底层的E3整车电子电子架构,和上层的Volkswagen Automotive Cloud。底层的电子架构可以理解为android或者ios,上层的Cloud就相当于app store。这样做的好处显而易见:不但可以大幅降低整车软件的数量和复杂程度,从而通过实现集团层面的高度统一而降低成本;而且将来在VW.OS上就会诞生针对整车应用的app——就像当年用诺基亚的人,很难想象到将来几年后的智能机上有无数的app可以实现不同的用途。举个例子:特斯拉曾经通过OTA改善过刹车距离,而且最近也增加了例如哨兵模式这样的全新用法。在这个模式下,汽车处于待机休眠状态,但是车载摄像头和传感器会继续运作。车辆一旦检测到有人靠近,就会切换到警戒状态,此时车内屏幕会亮起红灯并且警告接近者,而一旦有人打破车窗,汽车会自动大声播放内部音响,并且自动向车主手机发送警报。看到这里,你们心里一定会有疑问:大众要做的VW.OS的功能,难道不是特斯拉、蔚来、小鹏已经完成了吗?但事实上,虽然它们是国内新势力造车企业的代表,也可以OTA升级,但蔚来和小鹏在电气架构开发上其实和传统车企无异。以最简单的车窗控制和气囊控制为例,一个传统的汽车主机厂,是不会去考虑车窗、气囊如何控制这种“小问题”的。因为它的供应商例如伟巴斯特会把一套完整的车窗控制方案做好,而另一家供应商奥托立夫会把一套完整的气囊控制方案做好。主机厂要做的,只是把他们安装到一起就可以了。这样做的情况下,每个系统(车窗、气囊等等)都有一个自己专属的控制器,从控制器硬件到相关代码都由供应商开发。也就是说,每个供应商都只对自己的零件系统负责,因此它的控制器设计往往会直接服从零部件整个公司的需求,于是可能就出现了运算能力较弱,或者运算能力冗余的情况,结果都会使得整车的电气架构的效率没有办法达到最优。——蔚来和小鹏这样的国内智能化程度较高的车型来说,它的整车电气架构非常复杂。最直接的影响就是线束较多,且走向复杂,不仅对整车总布置提出不小的挑战,同时在整车减重如今已是论克为单位的基础上,让电动车本来就已经不太富裕的续航里程会更加捉襟见肘。控制器问题,是传统整车电气架构非常致命的问题。单个控制器较弱的运算能力以及没有办法将算力得到充分释放,使得一台整车上虽然有无数的控制器,但它们的计算能力还不如我们日常使用的手机。对于日后系统持续更新升级,都存在明显的制约因素。蔚来和小鹏,目前只是在传统汽车的电气架构基础上,增加了更多更复杂的功能。而特斯拉相比于小鹏和蔚来来说更进了一步。比起蔚来小鹏车内各个器件各自为战的情况,特斯拉其实已经实现了功能域的控制器模式。所谓功能域控制器,就是通过将功能相近的几个控制器进行整合,由一个控制器实现对于多个电器系统的控制。这么做一来可以提升控制器的运行效率,同时也能减少一定的整车线束的布置工作量,降低线束的成本,同时也能为整车减重发挥作用。比起蔚来和小鹏,特斯拉最关键的进步在于:日后马斯克要想实现对于某些功能的升级时,就可以不受到供应商控制器水平和内部代码开发的制约。而蔚来和小鹏分散各处无法集中算力的控制器组合方式也就意味着,针对单一器件将来可以升级的空间相对很小。不仅如此,在升级时也需要供应商来配合,受到的限制更多,花费的时间更长。实现了功能域的特斯拉,相关的功能OTA,就可以根据自己的研究和理解来进行。特斯拉的下一个目标是车身域。车身域的好处就是加强版的功能域:进一步将线束的重量降至最低,同时能够最大限度发挥控制器的功能。通俗讲就是现在特斯拉是“将功能相近的几个器件的操控进行整合”,将来要进化成直接按照车身位置进行控制器的排布。比如说特斯拉左前方有一个控制器,那么所有车子左前方的所有电器都需要靠这一个控制器来搞定,做出来的挑战比功能域只会更大。原因是原本只需要熟悉车身控制器的软件工程师,可能需要将大灯、甚至中控台的代码纳入自己的工作范畴。那有什么是特斯拉可以升级蔚来小鹏无法升级的呢?——答案是目前的基本功能上,这三家车企没有差异,但是将来开发复杂功能上那就不一定了:例如将来如果想让车窗更智能一些,到时候对那个控制器的要求就会比现在的要高很多,不单单是车窗往上摇,或者遇到夹了就不往上走的简单算法,而是要结合更多的使用情景和环境判断,例如下雨自动摇上车窗这样的功能,就需要车前方的雨滴感应器一起配合,这时候单一控制器就难以胜任了。虽然这个复杂的功能目前还没开发出来,但据蔚来工程师内部透露的信息,下一代蔚来的车型,就已经开始向功能域控制器的方向在进行研发。毕竟,谁也不想落后。大众要做的,是干脆跳过蔚来小鹏的蹒跚学步,跳过特斯拉的小步快跑,直接奔着最完善、最彻底的方向走去——将现有整车上的数以百计的ECU进行整合,通过三个功能强劲的控制器来加以解决。(它们分别是:与无人驾驶或者驾驶辅助相关的ADAS控制器,与底盘控制或者主动安全相关的整车控制器和娱乐控制器)而这个难度和复杂度是前所未有的。从芯片角度看,原来每一个零部件的控制芯片就是多种多样,CPU、GPU、AI芯片、通信芯片、存储芯片,将不同性能或者用途的控制器整合在一起,ID.3延迟上市就足见其难度之大。从软件角度看,原先供应商可以提供的整套零部件解决方案,但现在不得不去适应全新的VW.OS来重新打造软件或者控制系统。这就需要在VW.OS的框架内重新进行设计,满足整车层级的要求——事实上是在VW.OS之前,全球范围内只有谷歌、苹果、微软这样的公司才有能力打造一个通用性较广的底层平台,然后由各个公司在平台上开发多种多样的各类应用。而大众现在希望成为他们中的一员。因为如果大众成功了,那么就如开头说的一样,大众会直接超越还在研发车身域的特斯拉,直接成为新时代汽车圈里的真正霸主。毕竟车用APP生态一旦成功建立起来,那就几乎是个牢不可破的护城河。所以哪怕是大众集团CEO迪斯被迫放弃大众品牌CEO且差一点被剥夺集团CEO,他也要坚持将这个项目持续推进下去。文章素材与图片来源于网络,侵删最近有朋友反馈在公众号列表找不到我们了,记得“标星”哦~我们一直在致力于做一家良心且客观公正的新能源汽车媒体,也在尽力写出对大家有用的新闻和评论内容,如果觉得我们的东西有点意思,记得关注我们~前段时间,我们根据销量和热度榜刚做了10款热门车的真实续航测试当我们把这10款车的电全部跑光结果让人大跌眼镜!如今这10款车的冬季续航和夏季续航都已经出炉涵盖北汽、广汽、比亚迪、特斯拉蔚来、吉利、威马、小鹏等8个品牌、10款车型微信关注电动车公社回复「续航」,就可以看到啦!","news_type":1},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954933003,"gmtCreate":1592615477402,"gmtModify":1704199948446,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"3549919306435409"},"themes":[],"htmlText":"感觉风暴越来越进了!","listText":"感觉风暴越来越进了!","text":"感觉风暴越来越进了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/954933003","isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924411318,"gmtCreate":1588574239434,"gmtModify":1704367777390,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"3549919306435409"},"themes":[],"htmlText":"边操作边学习","listText":"边操作边学习","text":"边操作边学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/924411318","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":945847363,"gmtCreate":1596535766952,"gmtModify":1704212562652,"author":{"id":"3549919306435409","authorId":"3549919306435409","name":"binbinsaner","avatar":"https://static.tigerbbs.com/f26a9d6109a105bd046e63dcb6b2b522","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549919306435409","authorIdStr":"35499193064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