地平线推高阶智驾普及10万元车型，智驾平权迈入深水区

Core Insights - The high-level autonomous driving technology is accelerating its penetration into the mass market, with Horizon Robotics announcing the upcoming mass production of its city navigation assisted driving (NOA) system based on the Journey 6M chip, expected to be featured in vehicles priced around 100,000 yuan [2] Group 1: Market Trends - Historically, advanced city NOA features have been limited to high-end models priced above 200,000 yuan due to the high cost of computing chips and complex algorithm development [3] - The demand for intelligent driving at lower price points is increasing in the Chinese market, with nearly 50% of NOA deliveries in the first three quarters of this year coming from vehicles priced below 200,000 yuan, contributing to a 70% increase in market delivery [4] Group 2: Technological Advancements - Horizon's Journey chip family has achieved cumulative shipments of over 10 million units in five years, with the latest Journey 6 chip series achieving over one million shipments in its first year [3] - The HSD Together algorithm service model aims to significantly reduce the manpower, computing power consumption, and time to market by 90% for partners developing products based on Horizon's validated intelligent foundation [3] Group 3: Competitive Landscape - Major automakers are increasingly introducing high-level autonomous driving features in lower-priced models, such as GAC Toyota's model priced at 149,800 yuan and Zeekr's model featuring city NOA [4] - The competition in the intelligent driving sector is shifting from high-end to mid-range and low-end vehicles, necessitating a balance between cost and performance to avoid a "low price, low quality" cycle [4]