自动驾驶的“4G时刻”，正在十几万的车上爆发

Core Insights - The article discusses the strategic positioning of Horizon Robotics in the global smart driving industry, emphasizing its role as a "non-car manufacturer Tesla" that focuses on providing comprehensive solutions in the smart driving ecosystem [3][4] - Horizon's approach is characterized by a collaborative philosophy, aiming to empower automotive manufacturers by filling the gaps in the smart driving value chain, thus achieving a significant market share in China [4][5] - The company is poised for a technological leap, likening the current moment in smart driving to the "4G moment" in mobile communications, with its HSD system set to revolutionize the market by making advanced driving assistance accessible to mainstream vehicles [5][6][8] Company Strategy - Horizon Robotics is recognized for its "four quadrants" strategy, encompassing chips, software, cockpit, and intelligent driving, positioning itself as a comprehensive enabler for automotive companies [3][4] - The company has achieved a 45.8% market share in China's ADAS front-view integrated machine market in the first half of 2025, collaborating with over 40 manufacturers and enabling more than 400 models [4][5] - Horizon aims to transition from "millions of chips" to "millions of HSD systems," focusing on delivering a fully integrated autonomous driving solution that combines perception, decision-making, and execution [11][12] Technological Advancements - The HSD system, which debuted at the Munich Auto Show, integrates advanced algorithms and low-latency processing, marking a significant step in the evolution of smart driving technology [5][6][7] - Horizon's chips, such as the Journey 6P, boast a processing power of 560 TOPS, placing them in the same league as competitors like Mobileye and NVIDIA [7] - The company emphasizes making high-level driving assistance a standard feature in affordable vehicles, aiming to democratize access to advanced driving technologies [6][8] Global Expansion - Horizon has established a European headquarters in Munich and formed deep partnerships with major Tier-1 suppliers, completing extensive overseas testing [15][16] - The company has secured collaborations with nine joint venture automakers for 30 models, projecting over 7.5 million overseas orders in the future [15][16] - Horizon's strategy for international expansion focuses on building trust and ecological partnerships rather than merely increasing shipment volumes, reflecting a long-term vision for global market integration [15][16]