Tesla 明年推出AP 3.0，並免費升級硬體 - 汽車

https://goo.gl/xJvPfS

Tesla claims to have ‘world’s most advanced computer for autonomous driving
’ with Autopilot 3.0 update coming next year

標題：Tesla 聲稱擁有"世界上最先進的自動駕駛電腦"，並將於明年推出Autopilot 3.0

Tesla is finally ‘letting the cat out of the bag’ when it comes to its new
custom-built chip for the next generation Autopilot.

Tesla 終於公開了他們為下一代AP 定製的新晶片

The automaker claims that it now has the ‘world’s most advanced computer
for autonomous driving’ that will be released in an upgrade to current
owners next year.

將於明年升級給現有車主。

Back in 2016, we first exclusively reported on Tesla quietly hiring legendary
chip architect Jim Keller from AMD and we were fairly excited by the
implications of Tesla hiring such an important chip architect.

早在2016年，我們首次專門報導Tesla 悄悄聘請了AMD的傳奇晶片架構師Jim Keller，
我們對Tesla 聘請如此重要的晶片架構師所帶來的影響感到非常興奮。

At the time, we speculated that Tesla could be looking into making its own
silicon at some point – speculation that was further reinforced after Keller
’s hiring was followed by a team of chip architects and executives from AMD
also joining Tesla.

當時，我們推測Tesla 可能會考慮在某個時候製造自己的晶片 - 在招聘Keller 之後，
來自AMD的晶片架構師和團隊也加入了特斯拉，市場的猜測得到進一步加強。

Finally, our suspicions were confirmed two years later when Elon Musk
confirmed that Tesla is working on its own AI chip.

最後，我們的懷疑在兩年後證實，當時Elon Musk 證實Tesla 正在開發自己的AI 晶片。

Keller has since left Tesla, but the team is now led by Pete Bannon, who were
amongst the other chip architects hired by Tesla over 2 years ago.

Keller 離開了Tesla，但該團隊現在由Pete Bannon 領導，他們是Tesla 2年前聘請的
其他晶片架構師。

During Tesla’s earnings call today, Bannon confirmed that they have now
produced the chip and have it working in test vehicles on the road.

在Tesla 今天的財報電話會議上，Bannon 證實他們現在已經在生產晶片
並將它裝測試車輛中上路測試。

Bannon said that the new chip will be released in a new ‘hardware 3’ suite
for Autopilot which will take the form of a new computer that will replace
the existing computer in the vehicles with Autopilot hardware 2.0 and 2.5,
which have been in production since October 2016.

Bannon 表示新晶片將在對應AP 的"硬體3"新套件中發布，它將取代自2016年10月開始
生產的那些使用AP 2.0 和2.5 硬體的車輛中的現有電腦。

Musk added that he believes that the new computer that they’ve developed is
an order of magnitude better than what they can buy now.

Musk 補充說，他相信他們開發的新電腦比他們現在購買的電腦好一個數量級。
(Nvidia 表示不服 XD)

The computer in the Autopilot 2.0 hardware suite is powered by Nvidia GPUs.
Musk says that it is capable of processing 200 frames per second and Tesla’s
hardware 3 will be able to handle 2,000 frames per second with redundancy.

Autopilot 2.0硬體套件中的電腦由Nvidia GPU 驅動。
Musk 表示它的處理速度達到200 fps，而Tesla 的硬體3套件處理速度將超過2000 fps。

He explained that they achieved that by building the chip from the ground up
to act as a ‘neural network accelerator’ based on the neural net that Tesla
’s AI and vision team have been building.

他解釋說，他們通過從頭開始構建晶片來實現這一目標，
將晶片做為基於Tesl AI 和視覺團隊一直在構建的神經網路的"神經網路加速器"。

Bannon and Musk reiterated that the new computer will be offered as an
upgrade to current Autopilot 2.0 (and up) owners by simply swapping the
current computer.

Bannon 和Musk 重申，通過簡單地交換目前的電腦，
將可為當前的Autopilot 2.0(及以上) 的車主升級新電腦。

Earlier this year, we took a close look at the current computer in Model S,
Model X, and Model 3 with Autopilot 2.5.

今年早些時候，我們仔細研究了使用AP 2.5 的Model S/X/3 中的電腦。

Tesla has previously said that this upgrade will be offered for free since
Tesla has been advertising Autopilot 2.0 cars as being fully autonomous ready
and therefore, any upgrade to make it fully autonomous should be free.

Tesla 此前曾表示，此次升級將免費提供，因為Tesla 已經將AP 2.0 汽車宣傳為
完全自主的，因此任何使其完全自主的升級都應該是免費的。

Bannon said the upgrade is planned for next year.

Bannon 說這項升級計劃於明年實施。

In the meantime, Tesla is still planning to improve Autopilot on the current
hardware with software version 9 coming in ‘4 weeks’.

與此同時，Tesla 仍計劃在現有硬體上改進Autopilot，軟體版本v.9 將在4週內發送。

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這是Tesla 首度證實了他們自製的晶片已經在測試中

以前我在這篇文章中有提到關於Keller 大神離職的事情：
┌─────────────────────────────────────┐
│ 文章代碼(AID): #1QvfQjwN (car) [ptt.cc] [新聞] 自動駕駛之爭的縮影：Waymo │
│ 文章網址: https://www.ptt.cc/bbs/car/M.1525061293.A.E97.html │
│ 這一篇文章值 25 Ptt幣 │
└─────────────────────────────────────┘

當時我認為Keller 離職代表的是Tesla 的自主晶片研發已經接近完成

現在看來的確是這樣，現在證實已經用在真實車輛上測試了

這大概是今天電話會議中最重要的消息

這比每股虧損高於預期、收入也高於預期、盤後大漲9.x% 要重要多了

這代表Tesla 是目前唯一一間有自己的自動駕駛AI 晶片的車廠

另外一間有自己的AI 晶片的汽車相關公司是Waymo，但它並不生產汽車

Waymo 想要做的是買車來改裝，創建自己的全自動駕駛車隊

可能的話再將此套件賣給車廠

而Tesla 想要做的是不管車主有沒有花錢買全自動駕駛套件，只要是從Tesla 生產的車

都會有全自動駕駛硬體

當然其他車廠也可以向Nvidia 或Intel(mobileye) 買自駕晶片

但除了硬體之外，對於全自動駕駛來說，就是發展演算法(軟體)需要的測試里程資料了

Waymo 有自己的車隊(未來過幾年大概會成長到接近10萬輛這量級)可以蒐集

而Tesla 則是目前就有10幾20幾萬輛能在路上蒐集資料(當然需要車主同意)

今年Tesla 預估應該會賣出20幾萬輛新車，明年應該可以來到50萬輛

所以在蒐集測試里程這件事情上，Tesla 跟Waymo 都有很大的先行優勢

這些有點扯遠了...


回到免費更換 3.0硬體這件事情上，這對於消費者來說應該是再好不過的消息了

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