胖胖飞龙的个人主页 - 老虎社区

胖胖飞龙

胖胖飞龙

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IP属地：上海

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2主题

0勋章

2021-05-06

$老虎证券(TIGR)$老虎又完成了一笔，但这次时间有点长，融券利息交了不少

2021-05-16

上周五纳指大幅反弹，下周走势比较关键了，个人认为，还会继续往下走

2021-05-04

$老虎证券(TIGR)$发现这个策略挺好，21以上买空老虎，在19卖出17.5的put期权，来回倒腾

2021-02-13

昨天完成了一笔英伟达的做空交易，602.26出，592买回，小赚

2021-03-22

希望B站能中

2021-05-22

$老虎证券(TIGR)$行权了，看大盘吧，估计大概率在18附近出

2021-05-18

$水滴(WDH)$何时是底[捂脸]

2021-04-25

$知乎(ZH)$打新没亏

2021-04-24

$老虎证券(TIGR)$又开了老虎的空仓

2021-04-13

$老虎证券(TIGR)$20卖空，18.3平仓

去老虎APP查看更多动态

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13:16","market":"hk","language":"zh","title":"小米集团涨超5%！收购自动驾驶公司 DeepMotion","url":"https://stock-news.laohu8.com/highlight/detail?id=1112290720","media":"老虎资讯综合","summary":"7月9日，小米集团-W涨超5%，消息称小米集团已经在近期收购自动驾驶技术公司DeepMotion(深动科技)。\n\n小米加速造车进程：收购自动驾驶公司 DeepMotion\n小米造车新进展。\n汽车之心从","content":"<p>7月9日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超5%，消息称小米集团已经在近期收购自动驾驶技术公司DeepMotion(深动科技)。</p>\n<p><img src=\"https://static.tigerbbs.com/0f1211fba5e5b919b70b173c517d9865\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小米加速造车进程：收购自动驾驶公司 DeepMotion</b></p>\n<p>小米造车新进展。</p>\n<p>汽车之心从多个信息源获悉：<b>小米</b>已经在近期收购自动驾驶技术公司<b>DeepMotion</b>（深动科技）。DeepMotion 最多将有 20 余人的团队加入小米。</p>\n<p>这将帮助小米初步补齐自动驾驶技术各个模块的负责人阵容，此举或将奠定小米汽车自动驾驶技术研发的基础。</p>\n<p>在发稿前，汽车之心就此事向小米公关部以及 DeepMotion 官方核实。小米公关部表示「不清楚」收购事宜，DeepMotion 方面则还未做出回应。</p>\n<p><b>1、谁是 DeepMotion？</b></p>\n<p>DeepMotion 创办于 2017 年 7 月。多位自动驾驶行业人士将 DeepMotion 归入「高精地图与定位技术公司」的范畴。</p>\n<p><img src=\"https://static.tigerbbs.com/10f017cd1452d36c5a189b47f73fec18\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"></p>\n<p>DeepMotion 的联合创始人——CEO 蔡锐、CTO 李志伟、首席科学家杨奎元、研发总监张驰 4 人均系出身<a href=\"https://laohu8.com/S/MSFT\">微软</a>亚研究院的背景。</p>\n<p>2018 年，蔡锐在接受媒体采访时表示：Deepmotion 采用了视觉为主的多传感器融合策略。</p>\n<p>当时，其高精度定位技术已经能达到前后 30 - 40cm、左右 10 - 20cm 的定位精度。在技术路线方面，Deepmotion 以高精地图为核心，对感知、定位与构图模块在算法层面进行整合。</p>\n<p><img src=\"https://static.tigerbbs.com/c54a1f9094cd444a9afa844974b8b942\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ae129b17eaa75948eda75445740d7253\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"></p>\n<p>以<b>高精度地图和定位</b>为出发点，后续 DeepMotion 开始提供全栈的自动驾驶解决方案，包括<b>前视/环视/感知系统</b>、<b>自主代客泊车 AVP</b>方案等技术。</p>\n<p><img src=\"https://static.tigerbbs.com/bad9bb07fbc884164092f3bd990d96e5\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p>\n<p>整体上，一位接近此项收购事宜的人士向汽车之心评价，DeepMotion 的主要团队出自微软亚研，<b>算法能力强</b>，与小米在工程能力和商业化上将形成互补。</p>\n<p>如果 DeepMotion 团队与小米汽车自动驾驶团队顺利完成整合，我们基本上可以推断，小米自动驾驶将采用以视觉为主的方案，配置高精度地图，支持众包采集更新这样的技术路径。</p>\n<p><b>2、小米为何收购 DeepMotion？</b></p>\n<p>业内人士向汽车之心分析，小米选择收购 DeepMotion 可能有 3 方面的原因：</p>\n<ul>\n <li><p>DeepMotion 技术能力强；</p></li>\n <li><p>标的公司的股权相对简单，估值相对较低；</p></li>\n <li><p>高精度地图赛道商业化前景不清晰。</p></li>\n</ul>\n<p>如果说<a href=\"https://laohu8.com/S/BIDU\">百度</a>是中国自动驾驶的黄埔军校，那<b>微软亚洲研究院</b>则是<b>中国 AI 算法人才</b>的<b>黄埔军校</b>，在人才前面加上「顶尖」二字也不为过。</p>\n<p>旷视的首席科学家孙剑、Momenta 的 CEO 曹旭东、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的自动驾驶 <a href=\"https://laohu8.com/S/VP..UK\">VP</a> 任少卿等人悉数出自微软亚研。</p>\n<p>一位 DeepMotion 的前员工也在<a href=\"https://laohu8.com/S/ZH\">知乎</a>提到，公司内部有很高的学术热情。</p>\n<p>DeepMotion 的核心团队在微软亚研究主攻<b>深度学习</b>与<b>立体视觉</b>方面的研究。</p>\n<p>到 2018 年，DeepMotion 对外宣称，已经具备成熟的大规模制作高速/快速道路高精地图的能力，「较复杂的中心城区道路的高精地图自动化程度已经能达到 90%」。</p>\n<p>有多位业内人士直接或间接表示，DeepMotion 的技术能力很不错。</p>\n<p>但这并不意味着公司的发展就一路坦途。</p>\n<p>实际上，DeepMotion 上一轮公开的融资是在 2018 年 3 月完成的 A 轮融资，这轮融资由红点中国领投，天使轮资方源码资本跟投，融资金额为数千万美元。</p>\n<p>但此后，Deepmotion 就没有再公布进一步的融资消息。</p>\n<p>这与高精度地图赛道的特点、管制以及竞争有关。我们稍后展开。</p>\n<p>从估值层面出发，DeepMotion 在 2020 年初寻求融资的期望估值是 2 亿美元。</p>\n<p>据我们获知的消息，本轮小米收购 DeepMotion 估值可能在<b>10 亿元人民币级别</b>。</p>\n<p>与市面上头部的自动驾驶公司相比，DeepMotion 的估值又是处在相对低位。</p>\n<p>Pony.ai 小马智行在完成今年初的一轮融资后估值在 53 亿美元，WeRide 文远知行的最新估值是 33 亿美元，Momenta 则在 2018 年跨过了 10 亿美元估值门槛。</p>\n<p><b>3、高精度地图：是巨大的市场，也是华容道</b></p>\n<p>DeepMotion 所在的高精度地图领域，拥有广阔的市场空间，同时又是一个非常狭窄和拥挤的赛道。</p>\n<p>随着蔚来 NOP、小鹏 NGP 等领航辅助驾驶功能推出，目前不管是传统车企还是新车企的不少车型上都已经搭载了高精度地图。但这些高精度地图大部分来自于百度、高德和<a href=\"https://laohu8.com/S/002405\">四维图新</a>等大型图商。</p>\n<p>由于地图与国土安全密切相关，地图数据的采集、绘制、存储都受到特定的法律监管。</p>\n<p>目前，全国仅有 20 余家公司获得制作导航电子地图所需要的甲级测绘资质。2019 年以来，甲级测绘资质的审核有所放宽，新入局者如宽凳科技、Momenta、华为、美团等公司先后拿到了甲级资质。</p>\n<p><img src=\"https://static.tigerbbs.com/8435146af095e24e4973f854e0ad0802\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>但 DeepMotion 并未取得所需的资质。这也可能是后续 DeepMotion 转战全栈自动驾驶解决方案的原因之一。</p>\n<p>高精度地图的采集成本高昂，之后更加困难的是进行大规模的更新。</p>\n<p>仅仅凭借 1 - 2 家车企客户，极难完成高精地图采集的<b>成本摊销</b>，量产之后也无法实现大规模的道路覆盖与定期更新，这让高精度地图领域的中小企业举步维艰。</p>\n<p><b>4、小米自动驾驶的走向</b></p>\n<p>高峰时期 DeepMotion 有超过 40 人的团队。</p>\n<p>汽车之心获悉，随着收购，DeepMotion 可能有 20 余人加入小米。</p>\n<p>在此之前，小米自动驾驶团队还处于早期筹备阶段，内部的自动驾驶业务向人工智能部总经理<b>叶航军</b>汇报，叶航军在一段时间内也是「小爱同学的老板」。</p>\n<p>DeepMotion 加入后，其骨干人员将承担起自动驾驶各个模块负责人的角色。</p>\n<p>回看历史，故事总是有些相似性。</p>\n<p><img src=\"https://static.tigerbbs.com/4c6665b9b1980f51691501edf56c8c8f\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p>\n<p>2019 年，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收购了由吴恩达参与发起的自动驾驶公司 Drive.ai，据说就是为造车业务做准备。</p>\n<p>Drive.ai 的联合创始人王弢后续加入了<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，现在则是小鹏汽车北美感知研发的负责人。</p>\n<p>顺便提一句，小鹏的自动驾驶路线也是以视觉为主的方案，配置高精度地图。加之小鹏的车价定位是在 15 - 30 万元的车型，这样的价格区间与技术路线，小鹏汽车和小米汽车或有一战。</p>\n<p>回到小米，其在今年宣布造车之后，已经投资了一家自动驾驶公司。</p>\n<p>6 月 3 日，<b>纵目科技</b>官宣完成 1.9 亿美元的 D 轮融资，其中小米长江产业基金领投了 D3 融资。纵目科技的拳头产品是自动泊车系统，标杆客户包括<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、东风岚图等。</p>\n<p>另一则消息则显示，小米有意参投 AI 芯片公司，这家公司的主攻方向是大算力自动驾驶计算平台。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团涨超5%！收购自动驾驶公司 DeepMotion</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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小米集团涨超5%！收购自动驾驶公司 DeepMotion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-09 13:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月9日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超5%，消息称小米集团已经在近期收购自动驾驶技术公司DeepMotion(深动科技)。</p>\n<p><img src=\"https://static.tigerbbs.com/0f1211fba5e5b919b70b173c517d9865\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小米加速造车进程：收购自动驾驶公司 DeepMotion</b></p>\n<p>小米造车新进展。</p>\n<p>汽车之心从多个信息源获悉：<b>小米</b>已经在近期收购自动驾驶技术公司<b>DeepMotion</b>（深动科技）。DeepMotion 最多将有 20 余人的团队加入小米。</p>\n<p>这将帮助小米初步补齐自动驾驶技术各个模块的负责人阵容，此举或将奠定小米汽车自动驾驶技术研发的基础。</p>\n<p>在发稿前，汽车之心就此事向小米公关部以及 DeepMotion 官方核实。小米公关部表示「不清楚」收购事宜，DeepMotion 方面则还未做出回应。</p>\n<p><b>1、谁是 DeepMotion？</b></p>\n<p>DeepMotion 创办于 2017 年 7 月。多位自动驾驶行业人士将 DeepMotion 归入「高精地图与定位技术公司」的范畴。</p>\n<p><img src=\"https://static.tigerbbs.com/10f017cd1452d36c5a189b47f73fec18\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"></p>\n<p>DeepMotion 的联合创始人——CEO 蔡锐、CTO 李志伟、首席科学家杨奎元、研发总监张驰 4 人均系出身<a href=\"https://laohu8.com/S/MSFT\">微软</a>亚研究院的背景。</p>\n<p>2018 年，蔡锐在接受媒体采访时表示：Deepmotion 采用了视觉为主的多传感器融合策略。</p>\n<p>当时，其高精度定位技术已经能达到前后 30 - 40cm、左右 10 - 20cm 的定位精度。在技术路线方面，Deepmotion 以高精地图为核心，对感知、定位与构图模块在算法层面进行整合。</p>\n<p><img src=\"https://static.tigerbbs.com/c54a1f9094cd444a9afa844974b8b942\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ae129b17eaa75948eda75445740d7253\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"></p>\n<p>以<b>高精度地图和定位</b>为出发点，后续 DeepMotion 开始提供全栈的自动驾驶解决方案，包括<b>前视/环视/感知系统</b>、<b>自主代客泊车 AVP</b>方案等技术。</p>\n<p><img src=\"https://static.tigerbbs.com/bad9bb07fbc884164092f3bd990d96e5\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p>\n<p>整体上，一位接近此项收购事宜的人士向汽车之心评价，DeepMotion 的主要团队出自微软亚研，<b>算法能力强</b>，与小米在工程能力和商业化上将形成互补。</p>\n<p>如果 DeepMotion 团队与小米汽车自动驾驶团队顺利完成整合，我们基本上可以推断，小米自动驾驶将采用以视觉为主的方案，配置高精度地图，支持众包采集更新这样的技术路径。</p>\n<p><b>2、小米为何收购 DeepMotion？</b></p>\n<p>业内人士向汽车之心分析，小米选择收购 DeepMotion 可能有 3 方面的原因：</p>\n<ul>\n <li><p>DeepMotion 技术能力强；</p></li>\n <li><p>标的公司的股权相对简单，估值相对较低；</p></li>\n <li><p>高精度地图赛道商业化前景不清晰。</p></li>\n</ul>\n<p>如果说<a href=\"https://laohu8.com/S/BIDU\">百度</a>是中国自动驾驶的黄埔军校，那<b>微软亚洲研究院</b>则是<b>中国 AI 算法人才</b>的<b>黄埔军校</b>，在人才前面加上「顶尖」二字也不为过。</p>\n<p>旷视的首席科学家孙剑、Momenta 的 CEO 曹旭东、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的自动驾驶 <a href=\"https://laohu8.com/S/VP..UK\">VP</a> 任少卿等人悉数出自微软亚研。</p>\n<p>一位 DeepMotion 的前员工也在<a href=\"https://laohu8.com/S/ZH\">知乎</a>提到，公司内部有很高的学术热情。</p>\n<p>DeepMotion 的核心团队在微软亚研究主攻<b>深度学习</b>与<b>立体视觉</b>方面的研究。</p>\n<p>到 2018 年，DeepMotion 对外宣称，已经具备成熟的大规模制作高速/快速道路高精地图的能力，「较复杂的中心城区道路的高精地图自动化程度已经能达到 90%」。</p>\n<p>有多位业内人士直接或间接表示，DeepMotion 的技术能力很不错。</p>\n<p>但这并不意味着公司的发展就一路坦途。</p>\n<p>实际上，DeepMotion 上一轮公开的融资是在 2018 年 3 月完成的 A 轮融资，这轮融资由红点中国领投，天使轮资方源码资本跟投，融资金额为数千万美元。</p>\n<p>但此后，Deepmotion 就没有再公布进一步的融资消息。</p>\n<p>这与高精度地图赛道的特点、管制以及竞争有关。我们稍后展开。</p>\n<p>从估值层面出发，DeepMotion 在 2020 年初寻求融资的期望估值是 2 亿美元。</p>\n<p>据我们获知的消息，本轮小米收购 DeepMotion 估值可能在<b>10 亿元人民币级别</b>。</p>\n<p>与市面上头部的自动驾驶公司相比，DeepMotion 的估值又是处在相对低位。</p>\n<p>Pony.ai 小马智行在完成今年初的一轮融资后估值在 53 亿美元，WeRide 文远知行的最新估值是 33 亿美元，Momenta 则在 2018 年跨过了 10 亿美元估值门槛。</p>\n<p><b>3、高精度地图：是巨大的市场，也是华容道</b></p>\n<p>DeepMotion 所在的高精度地图领域，拥有广阔的市场空间，同时又是一个非常狭窄和拥挤的赛道。</p>\n<p>随着蔚来 NOP、小鹏 NGP 等领航辅助驾驶功能推出，目前不管是传统车企还是新车企的不少车型上都已经搭载了高精度地图。但这些高精度地图大部分来自于百度、高德和<a href=\"https://laohu8.com/S/002405\">四维图新</a>等大型图商。</p>\n<p>由于地图与国土安全密切相关，地图数据的采集、绘制、存储都受到特定的法律监管。</p>\n<p>目前，全国仅有 20 余家公司获得制作导航电子地图所需要的甲级测绘资质。2019 年以来，甲级测绘资质的审核有所放宽，新入局者如宽凳科技、Momenta、华为、美团等公司先后拿到了甲级资质。</p>\n<p><img src=\"https://static.tigerbbs.com/8435146af095e24e4973f854e0ad0802\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>但 DeepMotion 并未取得所需的资质。这也可能是后续 DeepMotion 转战全栈自动驾驶解决方案的原因之一。</p>\n<p>高精度地图的采集成本高昂，之后更加困难的是进行大规模的更新。</p>\n<p>仅仅凭借 1 - 2 家车企客户，极难完成高精地图采集的<b>成本摊销</b>，量产之后也无法实现大规模的道路覆盖与定期更新，这让高精度地图领域的中小企业举步维艰。</p>\n<p><b>4、小米自动驾驶的走向</b></p>\n<p>高峰时期 DeepMotion 有超过 40 人的团队。</p>\n<p>汽车之心获悉，随着收购，DeepMotion 可能有 20 余人加入小米。</p>\n<p>在此之前，小米自动驾驶团队还处于早期筹备阶段，内部的自动驾驶业务向人工智能部总经理<b>叶航军</b>汇报，叶航军在一段时间内也是「小爱同学的老板」。</p>\n<p>DeepMotion 加入后，其骨干人员将承担起自动驾驶各个模块负责人的角色。</p>\n<p>回看历史，故事总是有些相似性。</p>\n<p><img src=\"https://static.tigerbbs.com/4c6665b9b1980f51691501edf56c8c8f\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p>\n<p>2019 年，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收购了由吴恩达参与发起的自动驾驶公司 Drive.ai，据说就是为造车业务做准备。</p>\n<p>Drive.ai 的联合创始人王弢后续加入了<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，现在则是小鹏汽车北美感知研发的负责人。</p>\n<p>顺便提一句，小鹏的自动驾驶路线也是以视觉为主的方案，配置高精度地图。加之小鹏的车价定位是在 15 - 30 万元的车型，这样的价格区间与技术路线，小鹏汽车和小米汽车或有一战。</p>\n<p>回到小米，其在今年宣布造车之后，已经投资了一家自动驾驶公司。</p>\n<p>6 月 3 日，<b>纵目科技</b>官宣完成 1.9 亿美元的 D 轮融资，其中小米长江产业基金领投了 D3 融资。纵目科技的拳头产品是自动泊车系统，标杆客户包括<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、东风岚图等。</p>\n<p>另一则消息则显示，小米有意参投 AI 芯片公司，这家公司的主攻方向是大算力自动驾驶计算平台。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112290720","content_text":"7月9日，小米集团-W涨超5%，消息称小米集团已经在近期收购自动驾驶技术公司DeepMotion(深动科技)。\n\n小米加速造车进程：收购自动驾驶公司 DeepMotion\n小米造车新进展。\n汽车之心从多个信息源获悉：小米已经在近期收购自动驾驶技术公司DeepMotion（深动科技）。DeepMotion 最多将有 20 余人的团队加入小米。\n这将帮助小米初步补齐自动驾驶技术各个模块的负责人阵容，此举或将奠定小米汽车自动驾驶技术研发的基础。\n在发稿前，汽车之心就此事向小米公关部以及 DeepMotion 官方核实。小米公关部表示「不清楚」收购事宜，DeepMotion 方面则还未做出回应。\n1、谁是 DeepMotion？\nDeepMotion 创办于 2017 年 7 月。多位自动驾驶行业人士将 DeepMotion 归入「高精地图与定位技术公司」的范畴。\n\nDeepMotion 的联合创始人——CEO 蔡锐、CTO 李志伟、首席科学家杨奎元、研发总监张驰 4 人均系出身微软亚研究院的背景。\n2018 年，蔡锐在接受媒体采访时表示：Deepmotion 采用了视觉为主的多传感器融合策略。\n当时，其高精度定位技术已经能达到前后 30 - 40cm、左右 10 - 20cm 的定位精度。在技术路线方面，Deepmotion 以高精地图为核心，对感知、定位与构图模块在算法层面进行整合。\n\n以高精度地图和定位为出发点，后续 DeepMotion 开始提供全栈的自动驾驶解决方案，包括前视/环视/感知系统、自主代客泊车 AVP方案等技术。\n\n整体上，一位接近此项收购事宜的人士向汽车之心评价，DeepMotion 的主要团队出自微软亚研，算法能力强，与小米在工程能力和商业化上将形成互补。\n如果 DeepMotion 团队与小米汽车自动驾驶团队顺利完成整合，我们基本上可以推断，小米自动驾驶将采用以视觉为主的方案，配置高精度地图，支持众包采集更新这样的技术路径。\n2、小米为何收购 DeepMotion？\n业内人士向汽车之心分析，小米选择收购 DeepMotion 可能有 3 方面的原因：\n\nDeepMotion 技术能力强；\n标的公司的股权相对简单，估值相对较低；\n高精度地图赛道商业化前景不清晰。\n\n如果说百度是中国自动驾驶的黄埔军校，那微软亚洲研究院则是中国 AI 算法人才的黄埔军校，在人才前面加上「顶尖」二字也不为过。\n旷视的首席科学家孙剑、Momenta 的 CEO 曹旭东、蔚来的自动驾驶 VP 任少卿等人悉数出自微软亚研。\n一位 DeepMotion 的前员工也在知乎提到，公司内部有很高的学术热情。\nDeepMotion 的核心团队在微软亚研究主攻深度学习与立体视觉方面的研究。\n到 2018 年，DeepMotion 对外宣称，已经具备成熟的大规模制作高速/快速道路高精地图的能力，「较复杂的中心城区道路的高精地图自动化程度已经能达到 90%」。\n有多位业内人士直接或间接表示，DeepMotion 的技术能力很不错。\n但这并不意味着公司的发展就一路坦途。\n实际上，DeepMotion 上一轮公开的融资是在 2018 年 3 月完成的 A 轮融资，这轮融资由红点中国领投，天使轮资方源码资本跟投，融资金额为数千万美元。\n但此后，Deepmotion 就没有再公布进一步的融资消息。\n这与高精度地图赛道的特点、管制以及竞争有关。我们稍后展开。\n从估值层面出发，DeepMotion 在 2020 年初寻求融资的期望估值是 2 亿美元。\n据我们获知的消息，本轮小米收购 DeepMotion 估值可能在10 亿元人民币级别。\n与市面上头部的自动驾驶公司相比，DeepMotion 的估值又是处在相对低位。\nPony.ai 小马智行在完成今年初的一轮融资后估值在 53 亿美元，WeRide 文远知行的最新估值是 33 亿美元，Momenta 则在 2018 年跨过了 10 亿美元估值门槛。\n3、高精度地图：是巨大的市场，也是华容道\nDeepMotion 所在的高精度地图领域，拥有广阔的市场空间，同时又是一个非常狭窄和拥挤的赛道。\n随着蔚来 NOP、小鹏 NGP 等领航辅助驾驶功能推出，目前不管是传统车企还是新车企的不少车型上都已经搭载了高精度地图。但这些高精度地图大部分来自于百度、高德和四维图新等大型图商。\n由于地图与国土安全密切相关，地图数据的采集、绘制、存储都受到特定的法律监管。\n目前，全国仅有 20 余家公司获得制作导航电子地图所需要的甲级测绘资质。2019 年以来，甲级测绘资质的审核有所放宽，新入局者如宽凳科技、Momenta、华为、美团等公司先后拿到了甲级资质。\n\n但 DeepMotion 并未取得所需的资质。这也可能是后续 DeepMotion 转战全栈自动驾驶解决方案的原因之一。\n高精度地图的采集成本高昂，之后更加困难的是进行大规模的更新。\n仅仅凭借 1 - 2 家车企客户，极难完成高精地图采集的成本摊销，量产之后也无法实现大规模的道路覆盖与定期更新，这让高精度地图领域的中小企业举步维艰。\n4、小米自动驾驶的走向\n高峰时期 DeepMotion 有超过 40 人的团队。\n汽车之心获悉，随着收购，DeepMotion 可能有 20 余人加入小米。\n在此之前，小米自动驾驶团队还处于早期筹备阶段，内部的自动驾驶业务向人工智能部总经理叶航军汇报，叶航军在一段时间内也是「小爱同学的老板」。\nDeepMotion 加入后，其骨干人员将承担起自动驾驶各个模块负责人的角色。\n回看历史，故事总是有些相似性。\n\n2019 年，苹果收购了由吴恩达参与发起的自动驾驶公司 Drive.ai，据说就是为造车业务做准备。\nDrive.ai 的联合创始人王弢后续加入了小鹏汽车，现在则是小鹏汽车北美感知研发的负责人。\n顺便提一句，小鹏的自动驾驶路线也是以视觉为主的方案，配置高精度地图。加之小鹏的车价定位是在 15 - 30 万元的车型，这样的价格区间与技术路线，小鹏汽车和小米汽车或有一战。\n回到小米，其在今年宣布造车之后，已经投资了一家自动驾驶公司。\n6 月 3 日，纵目科技官宣完成 1.9 亿美元的 D 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