Pony.ai's Proprietary L4 Automotive-Grade Domain Controller Achieves 2 Million Kilometer Milestone
Rhea-AI Summary
Pony.ai (NYSE:PONY) announced that its Level 4 (L4) automotive-grade autonomous driving domain controller has achieved a significant 2 million kilometer milestone in on-road testing. The seventh-generation system, unveiled at the Shanghai Auto Show, features 80% cost reduction compared to its predecessor and is designed for a 10-year or 600,000-kilometer lifecycle.
The proprietary controller utilizes four NVIDIA OrinX chips, delivering 1,016 TOPS of computing power, with integrated redundancy systems. The company has achieved 50-80% reduction in size, weight, power consumption, and cost through its innovative design. Pony.ai plans to deploy a fleet of 1,000 autonomous vehicles in 2025, marking its first year of mass production.
Positive
- 80% cost reduction in domain controller compared to previous generation
- Achieved 2 million kilometers milestone in on-road testing
- 50-80% reduction in size, weight, power consumption through innovative design
- Plans to deploy 1,000 autonomous vehicles in 2025
- 10-year or 600,000-kilometer system lifecycle demonstrates durability
Negative
- Requires complex redundancy systems for safety operations
- Dependent on liquid cooling system with backup passive cooling
News Market Reaction 36 Alerts
On the day this news was published, PONY gained 13.01%, reflecting a significant positive market reaction. Our momentum scanner triggered 36 alerts that day, indicating elevated trading interest and price volatility. The stock closed at $15.82 on that trading session. This price movement added approximately $647M to the company's valuation, bringing the market cap to $5.62B at that time. Trading volume was above average at 1.5x the daily average, suggesting increased trading activity.
Data tracked by StockTitan Argus on the day of publication.
Unveiled at the Shanghai Auto Show in April as a production-ready solution for L4 autonomy, Pony.ai's seventh-generation AD system is built entirely with automotive-grade components. Designed for a lifecycle of 10 years or 600,000 kilometers, the full AD stack—including the domain controller—represents a major leap in performance, durability, and cost-efficiency. Through extensive algorithm optimization and system engineering, Pony.ai has reduced the domain controller's cost by
Developed entirely in-house, the world-first L4 automotive-grade domain controller utilizes three NVIDIA OrinX chips in the main unit with a fourth OrinX chip dedicated to system redundancy, delivering 1,016 TOPS of computing power. Through a co-designed hardware-software architecture, Pony.ai custom-developed the domain controller to meet the comprehensive system and functional requirements of fully driverless Robotaxis, as well as the performance and safety demands of L4 autonomous driving algorithms. As a result, the controller achieves a
Functioning as the central computing hub, this controller integrates a wide array of sensors, essential functions and supporting controllers required for Robotaxi operation. These include system power management, interactive display, hazard warning lights, gateways, and Global Navigation Satellite System (GNSS). By integrating these features into a single unit, Pony.ai has reduced wiring complexity and the number of individual components, streamlining vehicle layout, lowering manufacturing costs, and minimizing potential failure points. Furthermore, it simplifies assembly line processes, making mass production faster and more efficient. The domain controller supports both liquid cooling and passive cooling. When the liquid cooling system encounters malfunction, the redundant system ensures safe pull-over with passive cooling.
The system incorporates a multi-layered safety architecture and degradation strategies, delivering "Fail Operational" capability. In the event of a primary system failure, the controller can seamlessly switch to the redundant system or the Minimum Risk Condition Controller (MRCC) to ensure safe vehicle control. Even if the main system's power or chassis communication fails, the redundant system can still maintain critical perception (including blind spot coverage) and safe driving capabilities. This allows the vehicle to navigate intersections or ramps and safely pull over, minimizing the risk of traffic disruption or collisions.
At the core of Pony.ai's system is a "safety first" philosophy, realized through full-vehicle redundancy and a high degree of algorithmic intelligence. Leveraging its PonyWorld foundation model and reinforcement learning, the company delivers driving performance that consistently surpasses human-level capabilities, while continuously improving its system's response to complex real-world scenarios.
With seventh-generation Robotaxis now in mass production and actively undergoing road testing, this safe, robust, and cost-effective solution is set to significantly expand Pony.ai's driverless fleet and enhance user mobility experiences. 2025 marks Pony.ai's first year of mass production, with a planned fleet of 1,000 autonomous vehicles—a key step toward achieving economies of scale and operational excellence.
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SOURCE Pony.ai