地平线余凯：若每辆新车标配芯片 市场年规模或达千亿美元

Core Insights - The evolution of autonomous driving technology to L4/L5 levels will enable vehicles to possess autonomous decision-making capabilities akin to "robot drivers" [1] - The potential for a significant business model emerges as users may rely on autonomous driving systems for daily commutes, leading to hourly service fee payments [1] - The market for chips in autonomous vehicles is projected to reach hundreds of billions to a trillion dollars, based on global annual sales of 100 million vehicles, even if computing costs remain stable [1] Business Models - There are two main revenue models in the autonomous driving sector: 1. Supplier Model: This involves providing components (such as chips and sensors), software, or solutions to new vehicles for one-time revenue [3] 2. Subscription Model: This is characterized by ongoing payments from users for services, such as monthly subscription fees [3]