Core Insights - Horizon's HSD (Horizon SuperDrive) has achieved significant upgrades, marking a milestone with over 10 million units produced in the Journey family [1][8] - The HSD system features a one-stage end-to-end architecture combined with reinforcement learning, enhancing driving safety, efficiency, and user experience [2][3] Group 1: HSD System Features - The HSD system utilizes a one-stage end-to-end architecture, which reduces response delays and improves information transmission, leading to a more human-like driving experience [2][3] - The introduction of reinforcement learning allows the HSD system to self-explore and interact within its world model, enhancing its scene understanding and reasoning capabilities [3][7] Group 2: Performance and User Experience - During real-world testing, the HSD demonstrated low system latency, strong defensive driving capabilities, and seamless control, significantly improving the user experience [6] - The system can quickly adapt to unexpected scenarios, such as construction zones or sudden lane changes, showcasing its advanced scene recognition and decision-making abilities [6][7] Group 3: Market Launch and Production Goals - The star model, the ET5, equipped with the Horizon HSD, is set to launch in November 2025, integrating the latest urban driving assistance technology [8] - Horizon plans to accelerate the commercialization of HSD, aiming for large-scale production by the end of this year, with partnerships established with over 10 global automotive brands [8]

Core Insights - Horizon showcased its upgraded urban auxiliary driving system HSD (Horizon SuperDrive™) in Beijing, emphasizing its low latency, defensive driving capabilities, and human-like control [1][7]. Group 1: Technology and Features - The HSD system utilizes a "one-stage end-to-end + reinforcement learning" architecture, overcoming the limitations of traditional decoupled systems, resulting in enhanced performance [1][7]. - HSD demonstrated smooth longitudinal and lateral control, with features such as gentle start-stop, seamless cornering, and agile detours in complex traffic scenarios [3][7]. - The system can intelligently adjust speed in dynamic interactions, quickly generate solutions for construction zones, and respond to sudden scenarios with millisecond-level reaction times [3][7]. Group 2: Market Position and Future Plans - The Xingtu ET5 will be the first vehicle globally to feature the HSD and the Journey 6P, set to launch in November 2025 [7]. - HSD has completed validations in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, and has established partnerships with over 10 global automotive brands, aiming for mass production by the end of this year [7]. - The company plans to achieve a production target of 10 million units in the next 3-5 years, transitioning auxiliary driving from a "high-end configuration" to a "universal benefit" [7].

Core Viewpoint - The automotive industry is transitioning from a "function era" to an "experience era" in assisted driving, with Horizon's HSD (Horizon SuperDrive™) representing a significant upgrade that enhances user experience through advanced technology [1][16]. Group 1: Technology and Architecture - Horizon's HSD introduces a one-stage end-to-end architecture combined with reinforcement learning, significantly improving the safety, efficiency, and comfort of assisted driving [4][6]. - The system achieves ultra-low latency and robust defensive driving capabilities, closely mimicking human driving behavior [2][4]. - The HSD upgrade is supported by the powerful 560 TOPS computing capability of the Journey 6P computing solution, enhancing overall system performance [6]. Group 2: User Experience and Testing - A recent experience event in Shanghai showcased HSD's capabilities, receiving positive feedback for its low latency, human-like defensive driving, and smooth control [7]. - The system demonstrates rapid response to unexpected situations, such as construction zones and sudden lane changes, ensuring a seamless driving experience [9][10]. Group 3: Safety and Certification - Horizon emphasizes a user-centric approach, backed by the largest active safety testing scenario database in the industry, covering over 30,000 scenario datasets and more than 10 million kilometers of testing [11]. - The company has received the world's first and only ISO 8800 certification for AI functionality in road vehicles, establishing a strong safety foundation for its products [11][16]. Group 4: Market Position and Future Plans - HSD is set to enter mass production, with the first deployment expected in the Chery Exeed Star Era E05 by the end of this year, and partnerships with nearly 10 global automotive brands are in progress [16]. - The shift in the smart driving industry from "function competition" to "experience upgrade" positions Horizon to enhance user experience and make assisted driving accessible to the general public [16].