地平线余凯：保持谦逊 在智能驾驶行业坚定创新

Core Viewpoint - Horizon Robotics is experiencing significant growth and is positioned as a leading partner for global automotive companies in the smart driving sector, with a focus on high-quality development and innovation in the coming years [3][6][7]. Group 1: Company Overview - Founded by Yu Kai, Horizon Robotics is the first Chinese company specializing in deep neural network chips for smart vehicles and robots, aiming to integrate intelligent driving into daily life [4][5]. - The company has transitioned from a challenging startup phase to becoming a top supplier of Advanced Driver Assistance Systems (ADAS) and high-level autonomous driving (AD) solutions in China since 2021 [5][7]. Group 2: Strategic Focus and Partnerships - Horizon Robotics has decided to concentrate on the automotive sector, terminating its AIOT-related business and reducing its workforce by nearly half to enhance strategic focus [5]. - The company has established partnerships with over 40 automotive manufacturers, enabling more than 200 models to incorporate its smart driving solutions [7]. Group 3: Product Development and Market Position - The Horizon Journey 6 series and Horizon SuperDriveTM urban driving solutions are set to launch in 2024, with mass production expected to begin in 2025, involving ten initial automotive partners [5][7]. - By August 2025, the cumulative shipment of the Journey series is projected to exceed 10 million units, making Horizon Robotics the first company in China to achieve this milestone in smart driving technology [7]. Group 4: Industry Trends and Future Outlook - The automotive industry is entering a new cycle of electrification and intelligence, prompting deeper collaborations between Horizon Robotics and automotive partners [8]. - The company aims to achieve mass production of high-level autonomous driving technology in the next 3 to 5 years, indicating a commitment to innovation and long-term sustainability in the smart driving market [7][8].