Core Insights - The article highlights three main advantages for China's development in intelligent driving: scenario advantage, ecosystem advantage, and policy advantage [1] - The integration of scenario advantages with advanced intelligent driving platforms marks the transition to the 2.0 stage of automotive intelligence [1] Group 1: Intelligent Driving Technology - Horizon's HSD (Horizon SuperDrive) solution has significantly improved urban driving capabilities, providing a smoother, more human-like, and reliable experience [4] - The "end-to-end + reinforcement learning" architecture is a key highlight of the HSD upgrade, enabling low latency and enhanced safety and efficiency [4][5] - The system's ability to process complex scenarios without modular segmentation allows for a more fluid driving experience, akin to human control [5] Group 2: System Performance - HSD demonstrates ultra-low latency and strong defensive driving capabilities, with rapid responses to unexpected situations such as construction zones and sudden obstacles [6][7] - The system's performance includes smooth control in various driving conditions, maintaining stability and fluidity even in complex traffic scenarios [7] Group 3: Safety and Certification - Horizon has established the largest active safety testing scenario database in the industry, covering over 30,000 scenarios and achieving over 10 million kilometers of testing [10] - The company has received the world's first and only ISO 8800 AI functional safety certification, enhancing its credibility in the global market [10]

Core Viewpoint - The article discusses the rapid growth of intelligent driving companies in China, highlighting the emergence of a market structure dominated by four key players: Huawei, Horizon, Momenta, and DJI. It emphasizes the significance of the "end-to-end" approach in intelligent driving systems, particularly through Horizon's advancements in their Horizon SuperDrive (HSD) system, which is positioned as the "Chinese version of FSD" [1][2][3]. Group 1: Market Trends and Growth - The penetration rate of L2 assisted driving functions is expected to reach 50% this year, surpassing the adoption rate of electric vehicles, which took 10 years to achieve the same level [1]. - Horizon has shipped over 10 million units of its intelligent vehicle chips and is set to mass-produce its HSD system [1][2]. Group 2: Technological Advancements - Horizon's "soft and hard integration" capability is highlighted as a strong competitive advantage, allowing for faster development cycles in the ICT industry [2]. - The transition to an "end-to-end" system is seen as a pivotal moment for the intelligent driving industry, moving away from traditional rule-based systems to a more streamlined, data-driven model [3][4]. Group 3: Product Development and Strategy - Horizon aims to avoid producing ordinary products by focusing on the end-to-end approach, which enhances user experience and safety [3][5]. - The company is concentrating on the passenger vehicle market and does not plan to diversify into other areas in the short term, emphasizing the importance of mastering this segment [9][12]. Group 4: Challenges and Future Directions - The article notes that achieving true autonomous driving remains a significant challenge, with many existing products lacking the necessary foundational capabilities [10][11]. - Key areas for improvement include increasing computational power, optimizing infrastructure, and standardizing sensors to support rapid iterations and scalability in the industry [11].

Core Viewpoint - The article discusses the advancements in autonomous driving technology, particularly focusing on WePilot AiDrive, a new end-to-end ADAS solution developed by WeRide, which aims to enhance the driving experience and safety through advanced AI capabilities [5][9][10]. Group 1: WeRide's New Technology - WeRide has launched a new end-to-end ADAS solution named WePilot AiDrive, which is set to be mass-produced within the year [5]. - The system integrates sensor data input and vehicle trajectory output into a single model, enhancing the efficiency and responsiveness of autonomous driving [10][24]. - The new system demonstrates improved performance in complex driving scenarios, such as navigating through urban villages and recognizing pedestrians in challenging lighting conditions [12][14][24]. Group 2: Comparison with Previous Systems - The previous two-stage model used separate perception and control models, which often led to data loss and limited understanding of driving environments [25][30]. - The new one-stage model allows for direct learning of the relationship between input data and output trajectories, significantly improving the system's performance [33]. - The transition from a rule-based approach to a more integrated model aims to overcome the limitations of earlier systems, which struggled with generalization and adaptability [32][35]. Group 3: Market Implications - The collaboration between WeRide and Bosch aims to make advanced driving capabilities accessible across various vehicle price segments, not just high-end models [41][44]. - Currently, less than 20% of vehicles in the Chinese market are equipped with advanced intelligent driving features, indicating significant growth potential for WeRide's technology [42]. - The goal is to push L2+ capabilities beyond the "value inflection point," making advanced driving technology more mainstream [44].

Core Viewpoint - The article discusses the challenges and opportunities faced by SenseTime's autonomous driving division, particularly in the context of market competition and technological advancements. Group 1: Leadership Changes - The head of the world model development for SenseTime's autonomous driving division has left the company, which raises concerns about the continuity of their cloud technology system and the R-UniAD development [2][3]. Group 2: Market Dynamics - 2025 is expected to be a challenging year for SenseTime's autonomous driving division, with significant upgrades in the mid-tier market, transitioning from highway NOA to full-area NOA [4]. - The mid-tier market will see algorithm upgrades that could reshape the competitive landscape, with companies that keep pace remaining viable while others may be pushed out [4]. Group 3: High-End Strategy - The focus for high-end projects this year is on a one-stage end-to-end solution, which has shown impressive performance, leading manufacturers to prioritize this in their tenders [5]. - SenseTime's UniAD one-stage end-to-end solution has partnered with Dongfeng Motor, aiming for mass production by Q4 2025, which is crucial for establishing a foothold in the high-end market [5][6]. Group 4: Competitive Positioning - SenseTime's ability to deliver a benchmark project in the high-end segment is critical for gaining credibility with manufacturers and securing further projects [6][7]. - The current window of opportunity for SenseTime in the high-end market is limited, as many manufacturers are testing high-end models this year, which could lead to a saturation of opportunities [6][8].