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Are You Sure You Want a Car With a Giant Touch Screen?

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著者: BeauHD

🤖 AI Summary

記事では、RAM不足が自動車の価格に影響を及ぼす可能性があることが説明されています。現代の自動車はインフォテインメントやドライバー支援システムなど、様々な機能を実現するためにRAMが必要で、これにより車両の基本的なコストが上昇しています。

具体的には、RAM不足は新車価格に4%程度の上昇をもたらすと見込んでいます。これは一見小規模な数値ですが、5万ドルクラスの車種では約2000ドルの価格上昇につながる可能性があります。また、ソフトウェア重視型の自動車が普及すると、中古車市場もさらに安くなり難くなるかもしれません。

RAM不足は長く続くと予想され、その結果、車両価格は今後6万ドル以上まで上昇する可能性もあります。この傾向は、車両がコンピュータに近づきつつあることを示しており、自動車メーカーもソフトウェア課金制や広告といった新しいビジネスモデルを導入する可能性があります。

さらに、供給面でのリスク管理のために、多くの自動車会社は高利益の車種へと生産資源をシフトしています。これは、既に高額車購入者に対して価格上昇にはほとんど影響を受けないことを示しており、今後も車両価格が引き上げられる可能性が高いという点でも重要です。

このRAM不足は、自動車業界だけでなく、ソフトウェアと密接に関連する現代のテクノロジー企業にも影響を与えているということを強調しています。
RAMageddon could soon push car prices higher as modern vehicles rely on ever more RAM and powerful centralized computers to run everything from infotainment to driver-assistance systems. Analysts cited by The Atlantic estimate the shortage could add a few percentage points to vehicle prices, which might not sound like much, but could potentially translate to around $2,000 on a $50,000 vehicle. The broader shift toward software-heavy vehicles could also make used cars even less affordable. An anonymous reader quotes an excerpt from the report: Just like laptops, cars depend on microprocessors and RAM, or random-access memory, to run all of their computations. "There's just a baseline level of tech, and thus a baseline level of cost, required of every vehicle," Karl Brauer, the executive analyst at iSeeCars, an automotive-research platform, told me. Technology is a major reason the average price of a new car in the U.S. has reached some $50,000, and that was before RAM became one of the most prized commodities in the world. AI companies are snatching up as much memory as possible for their data centers, causing a RAM shortage that has significantly raised the prices of phones, laptops, and just about any consumer-electronic device. Cars are next. [...] Over the next year, the memory shortage -- sometimes known as RAMageddon -- will likely raise vehicle prices by a few percentage points, on average, [said Sam Abuelsamid, an analyst at Telemetry and a former automotive engineer]. The relative amount would be smaller than the shocking double-digit jumps for gaming consoles and MacBooks but in some ways more significant: A 4 percent price hike for cars amounts to some $2,000 on average. Cars with those centralized computers will be affected the most, but no vehicle will be spared. "Even if you don't need the high-end chips, you're going to pay more even for the low-end chips just because of the supply constraint," Abuelsamid said. On a recent earnings call, Ford's chief financial officer said that the company had paid $1 billion in higher materials costs due to the memory shortage and inflation. GM and Volkswagen, too, have noted rising chip costs to investors. (Ford and GM did not respond to a request for comment. A spokesperson for Volkswagen told me that the company has "recognized an increased demand for memory chips, primarily driven by growing requirements in other industries," and that in recent years, Volkswagen has taken measures to "mitigate supply risks.") RAMageddon is poised to last for several years, but the consequences for car buyers may be permanent. Consider what happened during the pandemic, when supply-chain disruptions and rising demand for electronics produced a major chip shortage. Nearly every major car company had to slash production because they simply couldn't procure enough chips, and shifted their focus to selling higher-end and higher-profit vehicles. Potential customers already willing to spend six figures on a car are much less likely to care about a 5 or 10 percent price hike, [said Ivan Drury, the director of insights at Edmunds]. Even now, car companies are continuing to focus on selling more profitable models. Since the pandemic, the average price of a new vehicle has jumped $11,000. The AI-fueled chip crisis could play out more severely. The average price of a new car could, before long, jump to $60,000 and beyond. These rising costs are making cars even more similar to computers and all of the software they run: Perhaps in an effort to mitigate higher prices, some automakers are also introducing in-car advertisements and putting certain features, such as heated seats, behind a paywall. As cars have morphed into computers, the inevitable next step is for automakers to behave like modern tech companies.

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Amazon's Drones Will Soon Deliver to Nearly 500 US Cities and Towns

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著者: BeauHD

🤖 AI Summary

Amazonのドローン配送サービス「Prime Air」は、2026年までに約500の米都市および町に拡大されると発表しました。シカゴ周辺、サyracuse、クリーブランド、アトランタ、ボイセなどの地域も含まれます。David Carbon(Amazon Prime Air副社長)によると、今年は「数十万件の荷物を配送」しており、通常約1時間で配達可能です。

すでにアメリカ合衆国では11カ所でドローン配送が行われており、各Prime Air施設は約175平方マイルの地域をカバーしています。最大5ポンド(約2.2キログラム)までの荷物を迅速に配送することを目指しています。安全機能として、「業界最高水準のDetect-and-Avoidシステム」が強調されています。

しかし、既存のドローンはクレーンやインターネットケーブル、庭園、アパートビルなどに衝突する問題があり、これに対応するための安全性確保努力が行われています。
Amazon says its Prime Air drone delivery service will expand sixfold to nearly 500 U.S. cities and towns by the end of 2026, including metro areas around Chicago, Syracuse, Cleveland, Atlanta, and Boise. According to Amazon Prime Air vice president David Carbon, the service has already delivered "hundreds of thousands of packages to customers" this year, typically within about an hour. The Verge reports: These will join 11 locations across the US where Amazon already offers drone deliveries, with each Prime Air site serving an area of approximately 175 square miles. The service aims to quickly deliver packages of up to 5 pounds or less [...]. Amazon reiterated its drone safety features alongside these expansion plans, including Prime Air's "industry-leading Detect-and-Avoid system." That's likely an attempt to minimize any concerns raised by the communities where the service is expanding, given these drones have already been scrutinized for crashing into cranes, internet cables, gardens, and an apartment building.

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Waymo CEO Explains Why Camera-Only Self-Driving Falls Short

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著者: BeauHD

🤖 AI Summary

WAYMOの共同CEO、ドミトリ・ドルゴフは、カメラだけによる自動運転が完全な自走性能に到達しない理由について、最も技術的な説明を行った。彼は、「弱いセンサー」は「超人的性能」に達する前に安全限界に到達すると主張した。

ドルゴフはY Combinatorのスタートアップスクールでの講演の中で、WAYMOが近20年間で学んだ教訓を語り、センサーの種類について明確な答えを出した。「人間はただ目だけでも運転ができるので、それが存在証明だ。人間レベルの性能や補助製品を作るなら、それが合理的だ」と述べた後、その落とし穴は「完全な自走性能と超人的な性能を目指す場合、「弱いセンサー」は早すぎる安全限界に到達してしまう」と指摘した。

ドルゴフはカメラ、レーザーレーダー、ミリ波レーダーが互換的であり、バックアップ関係ではないことを強調し、「これらの異なるセンサーモデリティは互いのバックアップではなく、一つのセンサーで得られる視界以上のものを生み出す」と説明した。さらに、複数のセンサーにより物理的な故障に対する保護が可能になり、「完全な自動運転のための「指数関数的な9段階の登り」を築くのに貢献する」と述べた。

ドルゴフはカメラだけのシステムが短期間で大幅に向上した後、それが必要とする性能よりも早く plateau に達すること警告した。また、レーザーレーダーに関するコスト議論に対して反論し、「ハードウェアコストが引き下がるにつれて有効な数字は短い期間のものだ」と述べた。

この記事では、WAYMO CEOがカメラのみの自走性能に対する批判を展開し、多様なセンサーを使用することが安全性和技術性の向上に寄与することを強調している。
Longtime Slashdot reader AmiMoJo shares a report from Electrek: Waymo co-CEO Dmitri Dolgov laid out the clearest technical case yet for why cameras alone can't take a self-driving system to full autonomy, arguing that "weak sensing" hits a safety ceiling long before it reaches superhuman performance. [...] Dolgov made the comments in a talk at Y Combinator's Startup School, walking through the lessons Waymo has learned building its driver over close to two decades. He put the sensor question on the table plainly: "there's been a long-standing debate about what kind of sensors do you actually need for autonomous driving." His answer draws the line that camera-only advocates tend to skip right past. "Humans of course can drive with just eyes, so there's that proof of existence," he said. "If the goal were to just approximately match human performance or to build an assist product, that's a very reasonable way to go." Then the catch. If you're targeting full autonomy and strongly superhuman performance, he said, "you find that weak sensing just leads to a safety curve that flattens out way too early." Dolgov said that cameras, lidar, and radar are complementary rather than redundant: "These different sensing modalities, they're not backups to each other," and combining them produces a view "vastly superior to what you get with any one sensor." He said multiple sensor types also protect against physical failures, such as a leaf or branch blocking a camera, while helping Waymo climb the "exponential ladder of nines" required for fully driverless safety. Dolgov warned that camera-only systems may improve quickly before plateauing "way before the performance that is required by your product." He also pushed back on the cost argument against lidar, calling it "a number that has a fairly short shelf life" as hardware costs continue to fall.

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New Spinning Drone Hides In Plain Sight

🤖 AI Summary

北華大學の研究チームは、高速回転を利用した「モーションブラー」を用いて完全に見えないドローンを開発しました。この技術により、ファンが消えるように見える原理と同じく、ドローンが25回転/秒で高速回転することで人間の目からは見えにくくなります。

研究チームはまず、計算モデルを使って安定した飛行を可能にする約2万通りのドローン設計を生成し、次に人工知能(AI)と最適化アルゴリズムを利用して主要な部品(モーター、プロペラ、基板、カウンターバランス、バッテリーなど)を繰り返し配置換えました。その後、さまざまな構成案の中から最適なドローンの配置を見つけるためのアルゴリズムを使用し、実世界の100枚の背景画像上で各ドローンを回転させたシミュレーションを行い、人間の視覚モデルを使ってどれだけ見えにくいか評価しました。最も見えにくい500種類を選出し、さらに最適化アルゴリズムによって部品の配置を見直して評価を下げる作業を行いました。

このドローンは「ファントム・ツイスト」と名付けられ、今後の改良ではより透明な素材や静かになったプロペラを使用することでより見えにくくする計画です。7月16日にシドニーで開催された「ロボティクス:科学とシステムズ2026」で研究結果が発表されました。
To design invisible drones, researchers have tried camouflage, transparent materials and light-bending optical systems. But engineers at Northwestern University used "motion blur," which an announcement from the school notes is the effect that makes fast-spinning fans seem to disappear. "The drone spins up to 25 times per second, which is too fast for the human eye to see clearly. While it isn't completely invisible, it morphs into a ghostly smudge that seamlessly blends into the background... " To design the drone, the Northwestern team first used a computational model to generate roughly 20,000 drone configurations capable of stable flight. Then, they used artificial intelligence (AI) and optimization algorithms to repeatedly rearrange the drones' major components, including a motor, propeller, circuit board, counterweight and batteries. After sifting through many different configurations, the algorithms determined the ideal placement of the drone's components to minimize its visibility from virtually every viewing angle while allowing for stable flight. After selecting promising candidates, the engineers simulated each drone spinning in flight and overlaid those images a hundred real-world backgrounds. Then, they used a perception model that approximates human vision to determine how noticeable each design appeared. Designs that blended into their surroundings received lower visibility scores. The team selected the 500 lowest-scoring designs and applied the optimization algorithm, which repeatedly adjusted the positions of components to further minimize those scores. "The design process was fully automated," [said Northwestern's associate CS professor Michael Rubenstein, who led the work]. "Then, when we were confident that a drone met all our criteria, we built it." They've named the drone "Phantom Twist"," and plan to design future iterations with more transparent materials or quieter propulsion to make it even less noticeable. The Northwestern team presented the work on July 16 at Robotics: Science and Systems 2026 in Sydney, Australia... Thanks to long-time Slashdot reader fahrbot-bot for sharing the news.

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Used EV Prices are Now Going Up in America

🤖 AI Summary

アメリカで中古電気自動車(EV)の価格が上昇しています。 CNBCによると、Used EVsは過去に高価な維持費や販売価格の低下により「有名」でした。しかし今年、米国の中古EVの価格は1月から6月までで5.1%上昇し(7月の中間まででは年間で7%上昇)、これが一般的には起こらない状況であるとRecurrentの分析は述べています。

この傾向は一貫しており、Cox Automotiveの業界洞察部長Stephanie Valdez Streatyによると、25台中21台の中古EVモデルが価格を上げたそうです。しかし、中古EVの供給量が多いにもかかわらず価格が上昇していることが不思議とされています。

消費者の需要増加にはいくつかの要因があります。高原油価格やインフレーションによる全体的な費用対効果が主な理由だと言われています。また、6月の販売統計によると、中古EVの販売量は前年比20%上昇し、一方で新規EVの販売量は約28%減少しました。

この記事によれば、新規EVは全新車販売の5.4%を占めていますが、中古EVは2.4%と少ないです。
Electric vehicles have historically been "notorious" for losing their resale value, reports CNBC. But this year prices for used EVs in the U.S. "are up 5.1% from January to June 2026, according to a Recurrent analysis published this month." The trend continued into the second half of the year: Prices are up 7% year to date through mid-July, it said. Recurrent compared EVs according to the same make and model year across 108 combinations and weighted price growth according to inventory volume. "Used EVs are appreciating, which almost never happens," according to an e-mailed Recurrent statement about the analysis. Other auto analysts found a similar trend... Price growth for used EVs has been broad-based, said Stephanie Valdez Streaty, the director of industry insights at Cox Automotive, a market research firm. Twenty-one of the 25 used EV models with the highest sales volume increased in price between January and June this year, she said... [T]he price growth for used EVs this year has been all the more surprising because it has happened despite a high supply of used EVs hitting the market — which, all else being equal, would generally cause prices to fall, experts said... There are several factors juicing consumer demand for used EVs, experts said. Among them are high gasoline prices due to the Iran war, which have pushed more consumers to consider fuel-efficient options, experts said... Overall affordability is another big factor, against a backdrop of inflation that has remained above policymakers' target of 2% for five or so years, auto experts said. The dynamic has pushed more consumers toward the used car market more broadly. Two interesting statistics from the article: "Used EV sales were up 20% in June versus a year earlier, while sales of new EVs were down about 28%, according to Cox Automotive data." New EVs accounted for 5.4% of total new-vehicle sales in June, while the market share for used EVs was just 2.4%, according to Cox Automotive data.

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