年底前实现Robotaxi“车端无人” Momenta曹旭东：中国AI正走向世界

Core Insights - The importance of intelligent assisted driving systems is increasing, with the expectation that they will become standard features in vehicles due to the decreasing hardware costs and improving product experiences driven by Moore's Law [1] - Momenta has established partnerships with over 160 vehicle models, collaborating with both international automakers like BMW, Audi, and Toyota, as well as domestic companies such as BYD and SAIC [1] Industry Trends - The application service market for intelligent connected vehicles in China is projected to reach 222.3 billion yuan by 2025, with McKinsey forecasting that China will become the largest autonomous driving market globally by 2030, generating over 500 billion USD (approximately 35,619 billion yuan) in revenue [3] - Safety in intelligent driving has become a core variable for the survival and development of companies, with a consensus on prioritizing safety as the industry advances [3] Company Strategy - Momenta has implemented a multi-layered safety protocol, including self-closure loops for functionality testing, inter-team approvals, and extensive scenario testing to ensure product safety [4] - The company views its relationship with automakers as a strategic partnership rather than a simple supplier relationship, emphasizing the importance of technology, product delivery, and meeting stringent safety standards [6] Competitive Landscape - The competitive landscape for urban assisted driving is expected to stabilize next year, with only two to three players remaining in China and three to four globally [9] - Momenta is pursuing a dual product strategy, focusing on mass production of autonomous driving and the development of fully driverless technology, with a goal to achieve Robotaxi capabilities by the end of the year [9]