Core Insights - The domestic smart driving industry is experiencing rapid growth, with Horizon achieving a significant milestone of over 10 million units shipped by August 2025, making it the first smart driving technology company in China to reach this level [2] - Horizon's CEO, Yu Kai, has set ambitious targets for the Horizon SuperDrive (HSD) system, aiming for mass production of 10 million units in the next 3-5 years [2][5] - The company has seen a substantial increase in the average selling price of its smart driving solutions, which rose by 70% year-on-year, driven by the new generation of products [3] Group 1: Product Development and Market Position - Horizon's Journey family of products has achieved over 10 million units shipped in just five years, with significant partnerships with major automotive brands like BYD, Li Auto, and Aion [2] - The new Horizon Journey 6E/M models are expected to be featured in over 15 new vehicles this year, indicating strong market demand [3] - The HSD system, developed from the Journey 6P, is recognized as China's version of Tesla's Full Self-Driving (FSD) and is positioned to meet various driving needs from L2 to full urban driving scenarios [4] Group 2: Financial Performance and Future Outlook - Horizon anticipates a total shipment of around 4 million units for the year, with a balanced distribution between low-end and mid-to-high-end products [5] - The company has secured partnerships with over 40 global automakers, with more than 100 models featuring mid-to-high-end driving assistance functions [3][6] - Horizon's investment in cloud computing for model training has increased significantly, leading to a reported operating loss of 1.11 billion yuan in the first half of the year, but the company remains optimistic about future profitability [6]
地平线芯片出货量超千万套，欲切分高阶智驾和Robotaxi“大蛋糕”
Jing Ji Guan Cha Bao·2025-09-03 07:51