对话地平线吕鹏：做中国版FSD，“车圈苹果”永远是少数

Core Viewpoint - The article discusses the rapid growth of intelligent driving companies in China, highlighting the emergence of a market structure dominated by four key players: Huawei, Horizon, Momenta, and DJI. It emphasizes the significance of the "end-to-end" approach in intelligent driving systems, particularly through Horizon's advancements in their Horizon SuperDrive (HSD) system, which is positioned as the "Chinese version of FSD" [1][2][3]. Group 1: Market Trends and Growth - The penetration rate of L2 assisted driving functions is expected to reach 50% this year, surpassing the adoption rate of electric vehicles, which took 10 years to achieve the same level [1]. - Horizon has shipped over 10 million units of its intelligent vehicle chips and is set to mass-produce its HSD system [1][2]. Group 2: Technological Advancements - Horizon's "soft and hard integration" capability is highlighted as a strong competitive advantage, allowing for faster development cycles in the ICT industry [2]. - The transition to an "end-to-end" system is seen as a pivotal moment for the intelligent driving industry, moving away from traditional rule-based systems to a more streamlined, data-driven model [3][4]. Group 3: Product Development and Strategy - Horizon aims to avoid producing ordinary products by focusing on the end-to-end approach, which enhances user experience and safety [3][5]. - The company is concentrating on the passenger vehicle market and does not plan to diversify into other areas in the short term, emphasizing the importance of mastering this segment [9][12]. Group 4: Challenges and Future Directions - The article notes that achieving true autonomous driving remains a significant challenge, with many existing products lacking the necessary foundational capabilities [10][11]. - Key areas for improvement include increasing computational power, optimizing infrastructure, and standardizing sensors to support rapid iterations and scalability in the industry [11].