地平线生态联盟扩张,抵御Momenta的猛攻
3 6 Ke·2025-12-17 11:00

Core Viewpoint - Horizon Robotics aims to democratize urban assisted driving technology by making it available for vehicles priced at 100,000 yuan, targeting the mass market [3][8]. Group 1: Market Dynamics - In the first three quarters of this year, vehicles priced above 200,000 yuan accounted for 30% of the market share, while those below 130,000 yuan made up 50%, with the latter lacking urban assisted driving features [3]. - The competition in the intelligent driving sector is consolidating around a few leading companies, with Huawei and Momenta establishing strong positions in the high-end market [4]. - Horizon Robotics is rapidly expanding its market presence by introducing new algorithm service models and collaborating with various partners, including major automotive suppliers [6][10]. Group 2: Technological Developments - Horizon Robotics has transitioned from being solely a chip manufacturer to a full-stack solution provider, emphasizing the integration of hardware and software [6][10]. - The company plans to equip vehicles priced as low as 70,000 yuan with its urban assisted driving solutions next year, targeting a significant portion of the Chinese passenger car market [8][12]. - The introduction of the HSD Together model allows Horizon to collaborate with international partners, facilitating its entry into overseas markets [17][18]. Group 3: Competitive Landscape - The competition between Horizon Robotics and Momenta is intensifying, with both companies vying for market share in the L2+ segment and preparing for a direct confrontation in the lower-priced vehicle market [13][16]. - Momenta is also developing its own chips, which are expected to enhance its competitive edge in the intelligent driving space [14][15]. - The ongoing competition is characterized by a race to achieve higher performance at lower costs, with both companies focusing on production efficiency and ecosystem collaboration [15][19].