余凯判断，目前具身智能大脑基础模型尚处早期，未来地平线将持续推进其进化。 （文章来源：每日经济新闻） 12月8日，在2025地平线技术生态大会上， 表示，公司正布局具身智能全栈关键技术，发布HoloMotion和HoloBrain两大具身开源模型。 据悉，HoloMotion作为具身智能小脑基座模型，能让机器人学会像人一样行动；HoloBrain是具身智能 大脑基座模型，具有开源、轻量等特点，支持实时推理。 ...

Group 1 - Tesla's Shanghai Gigafactory has produced its 4 millionth vehicle, a golden Model Y L, marking a significant milestone in its production history [1][7] - The Shanghai Gigafactory has contributed nearly half of Tesla's global vehicle deliveries, establishing itself as a core pillar of Tesla's global production capacity [5][7] - The time taken to produce the last million vehicles (from 3 million to 4 million) was less than 14 months, indicating a stable ramp-up in production capacity [7] Group 2 - Horizon Robotics announced that its urban assisted driving technology will be available for vehicles priced at 100,000 yuan, expanding accessibility to advanced driving features [8][11] - The HSD product from Horizon Robotics has seen over 12,000 activations within just two weeks of its launch [9][10] - The latest smart driving chip, the fourth-generation Riemann architecture, boasts a tenfold increase in computing power, surpassing Moore's Law [10] - Horizon Robotics aims to achieve mass production of urban assisted driving systems in partnership with ecosystem partners over the next 3-5 years [11][14]

Summary of Conference Call Records Industry Overview - The records focus on the autonomous driving chip landscape in the Chinese automotive industry, highlighting various companies' strategies and developments in self-driving technology and chip utilization. Key Points by Company NIO - NIO's self-driving solution utilizes fully self-developed technology, primarily promoting a world model, but currently lags in effectiveness. The main task for next year is to improve the connectivity rate of the parking-to-parking function and handle complex cases. The Lido and Firefly series are expected to continue using NVIDIA solutions [1][3]. Xpeng Motors - Xpeng's mid-to-high-end models will feature the self-developed Turing chip with a computing power exceeding 1,000 TOPS. The focus is on the iteration of VLA and world models, deeply integrating the BL module. The Turing chip will also be used in the Robotic business line to optimize Robot Taxi efficiency and safety [1][5]. Li Auto - Li Auto's self-developed M100 Schumacher chip is expected to enter mass production in Q2 2026, debuting in high-end models. The AD Max system will feature a mix of M100 and Horizon solutions, while the AD Pro system will continue with Horizon but may upgrade to the G6H version. The algorithm will firmly follow the VOL route [1][5]. Xiaomi - Xiaomi plans to use NVIDIA's 42 series chips in high-end models, while the self-developed Xuanjie O2 chip will be temporarily shelved due to regulatory challenges. The algorithm will be upgraded to address key issues, adopting a structure similar to Tesla's, focusing on world models and language models to solve parking and urban commuting challenges [1][6]. BYD - BYD will upgrade its high-end solutions to NVIDIA's Orin solution, debuting in the Yangwang U8 model. The terminal solution, Tianyi Cloud B1, will have two versions, one continuing with the Orin 3OX low-cost solution and another possibly using Horizon's G6P. BYD plans to significantly adopt the Orin solution and phase out Horizon [1][7]. Chery - Chery's 2026 autonomous driving plan includes multiple tiers. The Falcon 500 series will primarily use Horizon and Qualcomm platforms, while the Falcon 700 series will adopt a dual Orin X platform. The Falcon 900 series will utilize the Sora Ultra platform [1][4][9]. Geely - Geely's autonomous driving layout spans low, mid, and high-end models. Low-end models will mix Black Sesame 1,000 and Horizon Orin chips, while mid-range models will use single and dual Orin X chips. High-end models will feature Soar and dual Soar chips, debuting in flagship models like Zeekr 001 [1][10]. Great Wall Motors - Great Wall's autonomous driving solutions are categorized into low, mid, and high computing power platforms. The low computing power platform will use TI TDA 4VH and Horizon GLM chips, while the mid computing power platform will collaborate with Momenta. The high computing power platform will include dual Orin X and Soar, with Soar expected to replace dual Orin X in 2026 [1][11]. Market Trends - By 2026, companies like BYD, Chery, Geely, and Great Wall, along with joint ventures like Toyota and Volkswagen, are expected to become significant third-party chip purchasers. Volkswagen plans to accelerate its smart vehicle process, heavily adopting Horizon's G6P and G6M solutions [1][12]. Cost Trends - The cost of mid-range platforms, such as BYD's Tianlian B1, is projected to decrease by about 10% in 2026, dropping to around 7,000 yuan. Low-end solutions like Horizon GO6M will see annual hardware cost reductions of 5%-7%. High-end solutions like Orin and Sol are expected to have limited cost reductions, primarily relying on software supplier price drops and increased shipment volumes [1][14][16]. Chip Development - The records indicate a growing trend towards self-developed chips in high-end vehicles to enhance profit margins and optimize resource allocation. In contrast, low-end vehicles will continue to utilize third-party solutions for cost efficiency and quality assurance [1][26]. Conclusion - The autonomous driving sector in China is rapidly evolving, with various companies adopting different strategies for chip development and algorithm integration. The competition is intensifying, particularly in the high-end market, where self-developed solutions are becoming more prevalent.

Core Viewpoint - The article emphasizes the transition of Horizon Robotics from "striving for excellence" to "collaborating for excellence," focusing on empowering industries and making advanced driving technology accessible to the public [2]. Group 1: Event Overview - The Horizon Together 2025 technology ecosystem conference was held on December 8 in Shenzhen, featuring a keynote speech by Dr. Yu Kai, the founder and CEO of Horizon Robotics [2]. - The conference highlighted the significance of accelerating the entry of every enterprise and user into the era of smart vehicles and general robotics [2]. Group 2: Product Launch and Market Impact - The HSD (Horizon Smart Driving) system, first implemented in the vehicles Xpeng ET5 and Deep Blue L06, achieved over 12,000 activations within two weeks of launch, bringing advanced driving experiences to the mainstream market under 150,000 yuan [4]. - The HSD system's mass production marks a significant step in fulfilling Horizon's commitment to making high-level intelligent driving more accessible [4]. Group 3: Technological Advancements - Horizon Robotics introduced its fourth-generation BPU architecture named "Riemann," which enhances computing power by ten times for key operators and supports over ten times more high-precision operators, achieving a performance increase of over 1,000 times in ten years [8]. - The new compiler technology, OpenExplorer® 4.0, significantly improves compilation speed from hours to minutes and enhances model performance by 20% through AI-driven optimization strategies [10]. Group 4: Ecosystem and Collaboration - The HSD Together algorithm service model aims to reduce the human input, computing consumption, and time to market by 90% for partners, allowing them to focus on their strengths while leveraging Horizon's proven technology [14]. - Horizon's product family has seen a rapid reduction in time to market, with the latest series achieving a million units shipped in just 12 months [14]. Group 5: Robotics and AI Development - Horizon has become the largest consumer robotics computing platform in China, with over 100 products and connections to more than 100 partners and 100,000 developers [18]. - The company launched two open-source models for embodied intelligence: HoloMotion for motion intelligence and HoloBrain for spatial perception and task planning [18]. Group 6: Educational Initiatives - Horizon is committed to building a prosperous robotics ecosystem by collaborating with over 500 educational institutions to nurture future industry talent [20]. - The article shares inspiring stories of young developers, showcasing the inclusive nature of innovation and the importance of fostering a diverse talent pool [20].

有分析师对《证券日报》记者表示，地平线通过HSD方案有效压缩了高阶智驾的硬件与算法成本，为车 企提供了兼具性能与性价比的技术路径，进而推动智能驾驶从"可选"向"标配"演进，加速智能驾驶普 惠。 AI能力向物理世界延伸 在推动智能驾驶普及的同时，地平线也在夯实其AI计算的技术底座。会上，地平线正式发布第四代BPU 架构"黎曼"，并同步推出编译器"天工开物4.0"及智能驾驶大模型，构建起以BPU、编译器和基础模型为 核心的三大技术支柱。 12月8日，在2025地平线技术生态大会上，地平线创始人兼CEO余凯回顾了过去两年地平线在高阶辅助 驾驶领域持续发力的成果。 "从2021年起，地平线持续推动高阶驾驶向高而行，2024年4月24日征程6家族重磅发布、2025年4月18日 征程6P与HSD（地平线城区辅助驾驶系统）发布。2025年11月18日起，地平线智驾HSD正式首发量 产，降低了高阶智驾门槛。首搭HSD量产落地的星途ET5和深蓝L06上市仅两周，HSD激活量超12000 辆，市场反响热烈，展现出地平线在高阶辅助驾驶领域的强大实力与广阔前景。"余凯表示。 技术底座持续迭代 "传统的两段式端到端、一段式端到端+规则 ...

导读：酷睿程自研的芯片将定名为"C7H"。 （文 / 观察者网 周盛明 编辑 / 高莘） 此外，韩鸿铭介绍，C7H芯片将为3—4纳米制程，AI算力约为500—700TOPS。该芯片将为大众与小鹏 联合研发的CEA电子电气架构"完美适配"，支持L2+的高阶辅助驾驶，甚至L3、L4级别的自动驾驶。 "未来不仅是软件的快速进化，硬件也必须跟随软件进化。因此，地平线与大众决定共同设计一颗芯 片，让它能够匹配地平线最新的软件算法，从而获得最佳的技术、最佳的成本，并真正做到根据需求定 制芯片。这就是我们做出这个决定的原因。"韩鸿铭表示。 根据地平线及大众汽车此前透露的信息，C7H芯片研发主要由酷睿程执行，CARIAD和地平线将提供支 持。据悉，该芯片将在未来三至五年内实现量产。 此外，韩鸿铭还介绍，目前酷睿程的全职员工约700人，其中超过90%是纯研发专家和技术人员，甚至 有70%拥有硕士或博士学位，并且70%拥有至少5年的行业经验。韩鸿铭表示，团队成员不仅来自大众 软件子公司CARIAD或地平线，酷睿称近期也吸引了行业内来自其他公司的优秀专家。 韩鸿铭表示，2025年底，大众基于J6M的L2+将正式SOP（量产启动）， ...

BPU计算架构如同超一流"交响乐队"，兼具强大运算力与协同能力，为AI计算筑牢硬件根基。在"2025地平线技术生态大会"发布会上，地平线创 始人兼CEO余凯详细回顾了BPU从伯努利架构到纳什架构的技术演进历程——其随自动驾驶技术迭代持续升级，现已全面支持全场景NOA高效支 持交互式博弈。余凯说"科技的浪潮永远滚滚向前，我们不能停歇。"BPU架构不断优化性能，处理复杂场景，从感知到预测，从预测到决策，黎 曼架构将不断逼近世界真相，走向通用机器人计算的终极架构。同时，余凯指出， "高维世界的真相是简单的低维流形结构"，这也指引了第四代 BPU的研发方向。会上，他正式发布地平线第四代BPU架构并命名为黎曼(致敬数学家黎曼)，通过高维数据降维提升模型效率，优化算法和架 构，具备算力更强、效率更高、算子更丰富、能效更优的核心优势。第四代BPU黎曼将搭载于征程7系列芯片。 更大算力：关键算子算力性能提升10倍 更多算子：高精度算子支持数量增加超10倍 更高效率：Tensor→Vector 全浮点计算支持 更优能效：面向大语言模型优化设计，能效提升5倍 （原标题：重磅发布！地平线第四代BPU架构：黎曼，定义下一代AI计算新 ...

Core Viewpoint - Horizon Robotics is set to mass-produce its urban auxiliary driving system based on the single journey 6M, targeting the market segment priced at 100,000 yuan [2] Group 1: Product Launch - The first batch of the single journey 6M urban auxiliary driving system will be produced through two collaboration models: chip toolchain cooperation and algorithm service cooperation [2] - Partners for chip toolchain cooperation include Bosch, Zhuoyue, and Qingzhou Zhihang [2] - Partners for algorithm service cooperation include Denso, CoolCore, and NeueHCT [2]

Core Viewpoint - The founder and CEO of Horizon, Dr. Yu Kai, emphasized the importance of a collaborative ecosystem for technological advancement during the "2025 Horizon Technology Ecosystem Conference" [1] Group 1: Technological Evolution - Horizon shared insights on the evolution of computing platforms from CPU to NPU, highlighting the transition towards intelligent vehicles and general AI robots [1] - The company aims to provide a computing platform for ubiquitous robots in the future, positioning itself as "the Tesla that does not make cars" [1] Group 2: Ecosystem Philosophy - The concept of an ecosystem is central to Horizon's philosophy, which believes that the ecosystem plays a crucial role in technological progress [1] - Horizon's mission is to enhance the safety and quality of life for users through its technological advancements [1]

Core Viewpoint - Horizon Robotics has made significant advancements in high-level assisted driving technology, aiming to make advanced driving experiences accessible to a broader audience [1] Group 1: Company Achievements - Horizon Robotics has been actively pushing high-level driving technology since 2021, achieving notable results in the past two years [1] - The company plans to launch the Journey 6 family of chips on April 24, 2024, followed by the Journey 6P and HSD on April 18, 2025 [1] - The HSD will officially start mass production on November 18, 2025, providing a luxury driving experience that lowers the barriers to high-level assisted driving [1] Group 2: Market Response - The first vehicles equipped with HSD, namely the Xingtu ET5 and Deep Blue L06, were launched just two weeks ago, with over 12,000 units activated, indicating a strong market response [1] - The positive reception highlights Horizon Robotics' robust capabilities and promising future in the high-level assisted driving sector [1]