轻舟智航联合创始人、董事长兼CEO 于骞 这种在"依赖与独立之间寻找动态平衡"的思路，不仅体现在轻舟与主机厂的合作关系中，也体现在其与地平线的相处方式上。 尽管轻舟是地平线生态中的早期成员之一，但并未选择与其深度绑定，而是在同步推进英伟达和高通方案的适配，在不同芯片平台之间保持迁移能力。 文｜肖漫 编辑｜李勤 智驾行业正处于一个微妙的周期交替点。 一方面，智驾平权正在真正走向量产落地，进入更低的车型价格带；另一方面，更大的算力、更复杂的模型、更激进的技术叙事也同时在发生，目标直指 L3 甚至 L4。这是机会，也是清场的时刻。 在此前一轮又一轮的淘汰赛中，轻舟智航成为上一轮大逃杀里面的幸存者之一。它并非起点最高、融资最猛的智驾公司，却始终能够审时度势，在关键时间 节点上做出相对克制、但方向正确的选择。 在行业仍高度迷信 L4 叙事的阶段，轻舟率先从 L4 赛场转向 L2 量产软件交付，是最早一批主动卸下自动驾驶公司"技术包袱"的厂商；而当汽车行业全面拥 抱英伟达芯片、算力竞赛愈演愈烈时，轻舟却选择与地平线建立深度合作关系，围绕征程芯片打磨软件方案，提前进入对成本和效率更敏感的技术区间。 作为一家算法方案厂商，轻 ...

Core Insights - QCraftDAY2026 event showcased QCraft's next-generation autonomous driving technology and future development plans, marking the mass production of the first city NOA solution based on Horizon's 6M chip [2] - The company aims to expand its partnerships, targeting over 50 new vehicle models equipped with city NOA by 2026 and plans to achieve 3 million units of intelligent driving systems by 2027 [2] Technology Developments - QCraft introduced the "VLA+ World Model" unified architecture, which enhances decision-making, remote takeover, and human-machine interaction through language capabilities [2] - The company emphasized that L2, L3, and L4 technologies share the same AI model foundation, with a focus on safety, comfort, and predictability [3][4] Product Offerings - QCraft launched the "QCraft Chengfeng 2.0" driver assistance solution, creating a three-tier product matrix: Chengfeng AIR for highway NOA, Chengfeng PRO for urban NOA, and Chengfeng MAX integrating VLA and world model technologies [2] - The "Robo-X" autonomous driving open platform was unveiled, aiming to become the "Android of the autonomous driving field," providing comprehensive tools for Robobus, Robovan, and Robotaxi [4] Market Strategy - The company is expanding its business from passenger vehicles to more L4 commercial scenarios, establishing a dual-line layout of passenger vehicle intelligent driving and commercial vehicle automation [4] - QCraft plans to initiate small-scale operations of Robotaxi in 2026, with a broader deployment expected in 2027, while acknowledging potential delays in China compared to the U.S. due to various factors [5]

Core Insights - The era of transitioning from assisted driving to autonomous driving has begun, with 2026 marking the start of a new golden decade for autonomous driving and the "super intelligent" era [1][3] - QCraft, co-founded by Dr. Yu Qian, has successfully crossed the production milestone of 1 million units for its assisted driving systems, indicating a new phase of large-scale implementation [3][5] Group 1: Company Developments - QCraft has achieved a significant milestone with over 1 million units of its assisted driving system deployed, marking a new starting point for the company [5] - The company has established partnerships with nearly 10 automotive manufacturers, aiding in the mass production of 23 vehicle models, with expectations to exceed 50 new models in 2026, all featuring urban NOA capabilities [7] - QCraft's user base has accumulated over 2.5 billion kilometers of assisted driving mileage, with nearly 100 million uses of smart parking assistance [7] Group 2: Technological Innovations - QCraft has introduced the industry's first "safety explainable" end-to-end large model, addressing safety concerns associated with the "black box" nature of end-to-end systems [11] - The company has developed a unified architecture called "VLA+ World Model," which enhances the ability of assisted driving systems to handle complex real-world scenarios [13] - QCraft's technology allows for the use of a single journey 6M chip to achieve urban NOA, demonstrating a commitment to providing affordable and effective intelligent driving solutions [8] Group 3: Future Plans - QCraft has outlined a product evolution roadmap from advanced assisted driving to large-scale operations of autonomous driving from 2025 to 2027 [14] - The company aims to enter the L4 unmanned logistics market, collaborating with automotive manufacturers to create a new paradigm of "production equals operation" [16] - QCraft is accelerating its international expansion, establishing offices in cities like Beijing, Suzhou, and Munich, and targeting markets in Europe, East Asia, the Middle East, and Singapore [19]