自动驾驶迈向规模化商用，国产芯片与生态协同成破局关键

Core Insights - The transition of autonomous driving from technology-driven to value-driven is highlighted, with domestic chips and ecosystem collaboration being key to industry breakthroughs [1][4] Group 1: Commercialization of Autonomous Driving - A clear scene stratification for the commercialization of autonomous driving has been established, with different companies following differentiated development paths based on specific scenarios [4] - In the last-mile logistics sector, the CTO of New Stone Technology emphasized that cost reduction is the primary principle of the logistics industry, supported by four core capabilities: deep insight into logistics scenarios, breakthroughs in technical algorithms, self-built hardware and production capabilities, and compliance with regulatory operations [4] - The founder and CEO of Xing Shen Intelligent pointed out that the value of autonomous driving extends beyond replacing drivers to achieving full automation of the entire logistics process, with four core elements necessary for commercial success: extreme cost reduction, improved operational performance, enhanced deployment efficiency, and data security [4] Group 2: Long-Distance Truck Transportation - The CEO of Ying Che Technology noted that while truck users are sensitive to costs, they will invest if the solution provides significant safety, cost, and revenue returns, with the current intelligent driving system offering a return on investment period of 10 to 24 months [4] - The CEO of Carl Power described long-distance logistics as the "artery of the national economy," stating that logistics efficiency significantly impacts a country's competitiveness, with logistics costs in China being about 14% of GDP, more than double that of developed countries [4] Group 3: Robotaxi Market - In the Robotaxi sector, the founder of GoGoX and Amigo identified the aging taxi driver demographic and outdated vehicles in Hong Kong as key pain points, with plans to convert 1,000 taxis into Robotaxis using Horizon's technology [5] - The average monthly revenue for a single taxi license in Hong Kong is HKD 20,000, and the conversion to autonomous operation could transform the local transportation market [5] Group 4: Ecosystem Collaboration and Chip Development - The success of autonomous driving commercialization relies on deepening ecosystem collaboration, with the rise of domestic chips providing dual benefits of cost reduction and supply chain security [5] - The founder and CEO of Horizon defined the company's role as providing chips and tools while promoting cooperation across various sectors, including logistics and mining [5] - The Chief Ecosystem Officer of Horizon highlighted that the BPU chip has seen a performance increase of 1,000 times over 10 years, with the latest 6P chip offering 560 TOPS of computing power, essential for deploying large models in vehicles [5]