地平线CEO余凯:智能驾驶应回归理性,高级辅助驾驶市场40以上的份额%的市场份额。

Core Viewpoint - The CEO of Horizon, Yu Kai, emphasizes the need for rational development in the intelligent driving sector, advocating for a focus on advanced driver assistance systems (ADAS) rather than blind pursuit of full automation [1][3]. Group 1: Market Position and Strategy - Horizon aims to capture over 40% of the Chinese OEM ADAS market by the end of 2024 [3]. - The company plans to establish industry standards for intelligent driving, likening its role to that of a locomotive driving technological advancement [5]. - The newly launched Horizon HSD urban assistance driving system is positioned as a response to tightened regulations from the Ministry of Industry and Information Technology (MIIT) [1][3]. Group 2: Technological Development and User Trust - Horizon introduces a "user trust model" to standardize and enhance trust in intelligent driving systems, potentially defining new industry standards [5]. - The company argues that 99% of human driving behavior is not worth emulating, advocating for AI systems that exceed human capabilities [6][8]. - The focus is on simulating human-like decision-making in intelligent driving to enhance user safety and comfort [8]. Group 3: Industry Collaboration and Competition - The trend is shifting from full in-house development to collaboration with external suppliers, as companies realize the need for mature solutions [10][12]. - Horizon believes that a combination of 20% in-house development and 80% collaboration will be the stable state for the intelligent driving sector [14]. - The competitive landscape is increasingly defined by efficiency and speed, with Horizon positioned as a key supplier to enhance the mass production capabilities of automotive companies [14].