Core Insights - The SesameX platform represents a significant advancement in the robotics industry, marking the transition from demo to commercial deployment, akin to the evolution of the smart automotive sector in 2018, but with a faster growth trajectory [2][9][30] - SesameX is the first comprehensive computing platform designed for the commercial deployment of robots, integrating perception, understanding, reasoning, motion control, and safety into a unified architecture [1][10][12] Industry Transition - The robotics industry is at a pivotal point, with the potential for rapid growth surpassing that of smart vehicles, as indicated by the industry's current position on the S-curve [2][8] - The global service robotics market is projected to exceed $40 billion by 2025, with a compound annual growth rate of over 20%, particularly in China, which is becoming the largest application market for robots [8][30] Technological Advancements - SesameX is not merely a chip or an operating system; it is a comprehensive system that enables robots to grow and evolve, characterized by five core capabilities: expertise, excellence, expression, experience, and expedition [12][23] - The platform consists of five layers, including a computing platform, network communication, operating system, middleware, and atomic application layers, each designed to enhance the capabilities and safety of robots [13][16][17][18][19][20] Safety and Reliability - The X-Safety system is a groundbreaking feature of SesameX, embedding safety into every layer of the platform, ensuring that robots operate with a proactive safety mindset [21][30] - The platform adheres to ASIL-D automotive safety standards, indicating a high level of reliability and safety in robotic operations [21][30] Ecosystem and Commercialization - SesameX has already established partnerships with various robotics companies, indicating its readiness for commercial deployment and integration into real-world applications [24][25][29] - Collaborations with industry leaders, such as Junsheng Electronics and Huazhong Electric Power Technology, highlight the platform's engineering maturity and commercial viability [25][29] Future Outlook - The emergence of SesameX is expected to catalyze a shift from fragmented technological innovations to a collaborative platform-based competition in the robotics industry, accelerating overall industry growth [31][32] - The establishment of a foundational platform like SesameX is seen as a critical step in the evolution of the robotics sector, similar to the pivotal platforms in previous technological eras [33][34]

Core Insights - Black Sesame Intelligence (2533.HK) has launched the SesameX multidimensional embodied intelligent computing platform, marking a strategic shift from being an automotive chip supplier to an enabler of "robotic brain engines" [3][4] - The company aims to leverage its experience in the automotive sector to support the burgeoning robotics industry, which is expected to see significant growth, with annual sales of various robots projected to exceed one billion units by 2040 and a market size reaching one trillion USD [3][7] Company Overview - Founded in 2016, Black Sesame Intelligence specializes in automotive-grade intelligent computing chips and has developed several chip series, including the Huashan A1000, A2000, and Wudang C1200, with the A1000 family being the most widely used single-chip solution in domestic mass-produced vehicles [3][4] - The company is set to go public on the Hong Kong Stock Exchange in August 2024 [3] Product and Technology - The SesameX platform is described as the industry's first full-stack self-evolving platform that supports comprehensive brain intelligence for commercial robot deployment, featuring a four-layer architecture from hardware to software [3][4] - The platform includes three core modules—Kalos, Aura, and Liora—designed for high reliability and optimized for robotic applications, with the Liora module offering nearly 600 TOPS of computing power [4] Market Position and Strategy - Black Sesame has established partnerships with 11 companies across various sectors, including commercial services and specialized operations, to enhance ecosystem collaboration [5] - The company has initiated its robotics business, generating revenue since the end of 2024, and aims to position this segment as a significant growth driver, contributing substantially to overall revenue [5][6] Competitive Landscape - The valuation of Black Sesame is transitioning from an "automotive chip company" to a "core supplier of cross-domain intelligent terminals," allowing it to benefit from dual-track growth in AI and robotics [6][7] - The company faces competition from international giants like NVIDIA and domestic startups, but it aims to leverage its local advantages and engineering capabilities to differentiate itself [6][7] Industry Outlook - China is the largest market for robot applications, with service robot production expected to reach 10.519 million units in 2024, reflecting a year-on-year growth of 34.3%, and the market size is projected to reach 108 billion USD by 2028 [7] - Black Sesame aims to become a "definer of architecture" in the era of embodied intelligence, providing a range of computing power from 0.1 TOPS to hundreds of TOPS for various electronic devices [7]

Core Viewpoint - The launch of the SesameX multidimensional intelligent computing platform marks a significant expansion of the company's development path from smart driving to the embodied intelligence industry, showcasing a combination of technology, experience, and overall capability [3][6]. Group 1: Product Overview - SesameX is the industry's first full-stack self-evolving platform that supports whole-brain intelligence for commercial deployment in robotics, addressing key industry pain points such as safety, system integration, and algorithm evolution [6][8]. - The platform consists of a comprehensive system from hardware to software, including self-developed modules and a neural communication layer [8][10]. Group 2: Technical Structure - The SesameX system architecture is divided into four layers: the computing platform with three self-developed modules (Kalos, Aura, Liora), the middleware layer, the atomic application layer, and the safety assurance layer [8][10]. - Kalos is designed for low-speed robotic applications, Aura serves high-performance heterogeneous computing needs, and Liora acts as the all-encompassing brain for embodied intelligence [9][10]. Group 3: Safety and Evolution - The platform emphasizes safety as an intrinsic attribute rather than a standalone feature, encapsulated in the principle "Action = Safety" [10]. - Future robots are envisioned as self-evolving intelligent entities rather than mere program executors, enabled by the SesameX architecture [10]. Group 4: Strategic Partnerships and Deployment - The company has established strategic partnerships with various firms, including Junsheng Electronics and Hubei Huazhong Electric Power Technology, to explore applications in the robotics field [11]. - Commercial deployments of the SesameX platform have already been realized with partners, showcasing its core value in logistics and robotic applications [10].

Core Insights - The next decade is expected to usher in a "robotic new era," with significant advancements in the integration of intelligent technology into the physical world [2] - Black Sesame Intelligence has launched the SesameX multidimensional intelligent computing platform, marking the industry's first dedicated deployment platform for commercial robots [2][5] Group 1: Company Developments - Black Sesame Intelligence's founder and CEO, Dan Jizhang, emphasized the company's experience in the smart automotive sector will support new applications in robotics, aiming to drive the evolution of embodied intelligence [4][5] - The SesameX platform is designed to address four major technical pain points in the robotics industry, including safety mechanisms and system integration [7][11] - The platform consists of a four-layer system architecture, including a computing platform, middleware, atomic application layer, and a comprehensive safety framework [8][11] Group 2: Technological Innovations - The SesameX platform features three core computing modules: Kalos, Aura, and Liora, each targeting different levels of robotic intelligence and capabilities [8][11] - Kalos is designed for low-speed robotic applications, while Aura serves as a high-performance computing platform for more complex robotic tasks [8][11] - Liora is positioned as the most advanced robotic brain, capable of handling complex tasks with a processing power of nearly 600 TOPS [11] Group 3: Market Strategy and Collaborations - Black Sesame Intelligence aims to foster an open ecosystem for robotics, collaborating with various partners to drive the commercialization of robotic solutions [12][13] - The company has already established partnerships with several firms, including Junsheng Electronics and Hubei Huazhong Electric Power Technology, to explore applications in the robotics sector [13] - The launch event included a roundtable forum discussing the future of intelligent robotics, featuring experts from academia and industry [13]

Group 1: Company Updates - Ansem Semiconductor welcomes the U.S. authorities' decision to suspend the "penetration rule" for one year, which could have impacted its operations as a subsidiary of Wingtech Technology [1] - Ansem has had to suspend direct wafer supply to its factories in China since October 29, while operations in Europe and other regions continue normally [1] - Honda is adjusting its strategy to manage existing parts amid ongoing semiconductor supply chain issues affecting the automotive industry [1][2] Group 2: Automotive Industry Insights - The automotive industry has faced multiple production disruptions due to natural disasters and supply chain issues, highlighting the importance of supply chain stability [2] - China's automotive production and sales are projected to reach 31.28 million and 31.43 million units in 2024, with a year-on-year growth of 3.7% and 4.5% respectively [3] - The penetration rate of new energy vehicles in China is expected to exceed 40%, providing significant market demand for automotive chip manufacturers [3] Group 3: Semiconductor Market Developments - Domestic automotive chip production is accelerating, with a high import ratio still present in the automotive chip market [4] - Horizon Robotics announced that its chip family has surpassed 10 million units in production, indicating a strong growth trajectory in the SoC segment [5] - Black Sesame Technologies has successfully integrated its A1000 chip into multiple vehicle models, with plans for further production in 2025 [5][6] Group 4: MCU and Power Device Trends - The automotive MCU market is expected to exceed 100 billion by 2029, with domestic MCU production rapidly increasing [7] - Chip manufacturers like Chipone Technology and GigaDevice have reported significant milestones in MCU and SoC product lines, indicating robust growth in the automotive electronics sector [7] - Power devices are becoming increasingly critical in hybrid and electric vehicles, with domestic manufacturers like Silan Microelectronics gaining market share [11][12] Group 5: Industry Challenges and Future Outlook - The automotive semiconductor industry faces challenges in high-end product capacity, while domestic brands are covering mid-to-low-end products [8] - The Chinese automotive semiconductor market is expected to grow, but collaboration among automakers, Tier 1 suppliers, and chip manufacturers is essential for a complete development model [14] - The future of the semiconductor supply chain will require a shift from linear models to collaborative networks among various stakeholders [14][15]

Group 1 - The core viewpoint of the news highlights the positive market response to Hezhima's stock, which saw a rise of over 6% due to recent developments in the intelligent driving sector in China [1] - The Ministry of Industry and Information Technology has released a draft for mandatory national standards on intelligent connected vehicles, establishing safety baselines for these products [1] - The government is promoting the industrial application of intelligent connected technology and has proposed conditional approval for L3 level vehicle production [1] Group 2 - According to Puyin International, the A1000 high-speed NOA solution is set to enter mass production in passenger vehicles starting in 2023, with extensive validation already completed [2] - Hezhima has deepened cooperation with core existing customers, expanding from driver assistance to cabin and driving integration, which is expected to significantly boost shipment volume and revenue by 2025 [2] - The company anticipates shipping over 300,000 A1000 units and is exploring potential growth opportunities through overseas projects and collaborations based on the C1200 series [2]

Group 1 - The stock of Hezhima Intelligent (02533) rose over 6% recently, with a current price of 20.26 HKD and a trading volume of 664 million HKD [1] - The Ministry of Industry and Information Technology of China has released a draft for mandatory national standards on intelligent connected vehicles, establishing a safety baseline for these products [1] - The draft requires that systems can only be activated under their designed operating conditions, indicating a regulatory push towards safer intelligent driving technologies [1] Group 2 - According to Puyin International, the high-speed NOA solution based on Huashan A1000 will begin mass production in passenger vehicles starting in 2023, having undergone thorough validation [2] - Hezhima Intelligent has deepened cooperation with core existing customers this year, expanding from driver assistance to cabin and driving integration [2] - The company is expected to benefit from the trend of domestic automakers accelerating the deployment of vehicles equipped with NOA features, with projected shipments of A1000 exceeding 300,000 units by 2025 [2]

Core Viewpoint - The article highlights the journey and vision of the company Black Sesame Intelligence, focusing on its development of advanced intelligent driving chips and the broader implications for the automotive and AI industries. The founder, Dan Jizhang, emphasizes the importance of safety in driving and the potential of intelligent driving technology to significantly reduce accident rates. Group 1: Company Overview - Black Sesame Intelligence was founded in 2016 and launched its first mass-produced intelligent driving chip, the "Hua Shan A1000," in 2020, which has been adopted by several major automotive brands [1][2]. - The company has since developed the "Wudang" series of chips, such as the C1236 and C1296, which integrate cockpit management and intelligent driving tasks, thereby reducing costs for automakers [1][2]. Group 2: Technological Advancements - The latest chip, the Hua Shan A2000, utilizes a 7nm process and offers performance comparable to 4nm flagship chips, supporting L3-L4 level autonomous driving [2]. - The company aims to break traditional chip application boundaries by expanding into various forms of robotics, promoting a "one chip, multiple functions" approach [2]. Group 3: Market Trends and Opportunities - The global intelligent automotive market is projected to exceed $500 billion by 2030, with an annual growth rate of over 20%, and China is expected to reach a 40% market share in smart vehicles by 2025 [6]. - The company recognizes the challenges of high R&D costs and the need for substantial investment in software and tools for mass production [6]. Group 4: Strategic Partnerships and Ecosystem - Black Sesame Intelligence positions itself as a full-process technology partner, providing not only chips but also algorithms and development support, which enhances collaboration with automotive manufacturers [7]. - The company emphasizes the importance of an open ecosystem to achieve scale, as the development cost of automotive-grade chips can exceed $100 million [8]. Group 5: Future Outlook - Black Sesame Intelligence plans to go public in Hong Kong, becoming the first listed company focused on automotive-grade chips, which reflects its strategic foresight [9]. - The company is also exploring the integration of vehicle and road technologies, aiming to reduce costs and improve efficiency in traffic management systems [12]. Group 6: Industry Challenges - The intelligent driving chip industry is expected to face a brutal elimination process, with only a few companies likely to survive due to intense competition [12]. - The company is aware of the geopolitical challenges affecting the chip industry but sees opportunities in the growing demand for AI-driven solutions and embodied intelligence [11].