第二，是行业的推动，我们看到在过去几年里边，城区 NOA 或者高速 NOA 功能逐渐从这个30 万以上 的高端车型逐年下探，今年已经下探到了 15 万以下。另外，今年一季度车企的智驾平权也进一步推动 了普及应用，会进一步推动技术的发展，成本的降低和性能的提升，让更多的消费者能够消费得起。 新浪科技讯7月11下下午消息，在第15届中国汽车论坛上，地平线总裁陈黎明表示，当一项技术在创新 过程中，处于10%到20%阶段是关键节点，要么迎来拐点快速增长，要么坠入创新鸿沟走向消亡。过 去，智能手机因给用户带来真正价值，在拐点后实现快速的增长；新能源汽车也是一样，给用户带来实 实在在的价值，也得到迅速增长。所以我们认为，中高阶智能驾驶也是迎来了一个拐点，后续也会快速 地增长。 陈黎明从三个方面分享了自己这一判断得出的依据。 第一，智能驾驶是我国智能网联新能源汽车发展战略的一个重要组成部分，在政府工作报告里，国务院 的报告里，还有我们工信部，都对整个智能汽车的发展作出了规划和行动方向。在电动化上，我们可以 说是变道超车，助力中国汽车从大国走向强国。电动化也助力了产业升级，助力中国制造向中国智造发 展。我们相信智能化，在 " ...

Core Viewpoint - The article discusses the challenges and opportunities faced by SenseTime's autonomous driving division, particularly focusing on the competitive landscape and the importance of technological advancements in the industry. Group 1: Company Developments - The head of the world model development for SenseTime's autonomous driving division has left the company, which raises concerns about the future of their cloud technology system and the R-UniAD generative driving solution [2][3]. - SenseTime's autonomous driving division has successfully delivered a mid-tier solution based on the J6M model to GAC Trumpchi, but the mid-tier market is expected to undergo significant upgrades this year [4]. Group 2: Market Dynamics - The mid-tier market will see a shift from highway-based NOA (Navigation on Autopilot) to full urban NOA, which represents a major change in the competitive landscape [4]. - Leading companies are introducing lightweight urban NOA solutions based on high-tier algorithms, targeting chips with around 100 TOPS computing power, which are already being demonstrated to OEM clients [4]. Group 3: High-Tier Strategy - The key focus for SenseTime this year is the one-stage end-to-end solution, which has shown impressive performance and is a requirement for high-tier project tenders from OEMs [5]. - Collaborations with Dongfeng Motor aim for mass production and delivery of the UniAD one-stage end-to-end solution by Q4 2025, marking a critical opportunity for SenseTime to establish a foothold in the high-tier market [5][6]. Group 4: Competitive Landscape - SenseTime's ability to deliver a benchmark project in the high-tier segment is crucial for gaining credibility with OEMs and securing additional projects [6][7]. - The current window of opportunity for SenseTime in the high-tier market is limited, as many models capable of supporting high-tier software and hardware costs are being released this year [6][8].

Core Viewpoint - Horizon Robotics is a leading supplier of advanced driver assistance systems (ADAS) and high-level autonomous driving solutions, benefiting from the expanding market for intelligent driving solutions driven by the trend of driving equality [1][2] Group 1: Market Growth and Revenue Projections - The company is expected to achieve revenues of 3.644 billion, 5.618 billion, and 8.190 billion CNY from 2025 to 2027, with year-on-year growth rates of 52.9%, 54.2%, and 45.8% respectively [1] - The global and Chinese intelligent driving solutions market is projected to reach 1,017.2 billion and 407.0 billion CNY by 2030, with a CAGR of 49.2% and 49.4% from 2023 to 2030 [1] Group 2: Competitive Positioning - The company is one of the few suppliers that can provide both chips and algorithms, enhancing its core competitiveness [2] - The hardware offerings include the J6P and HorizonCell, providing 1,120 TOPS of computing power, positioning the company among the top tier in domestic computing power [2] - The company has established a strong customer base, with products already integrated into models from Li Auto, NIO, and Chery, and has entered partnerships with BYD, Chery, and Bosch [2] Group 3: Product Development and Market Strategy - The company is accelerating its efforts in the high-level autonomous driving market, particularly in urban NOA (Navigation on Autopilot) solutions, with plans to launch HSD in 2025 [1][2] - The company currently holds a 35.9% market share in the Chinese OEM ADAS market, ranking first, and aims to increase its presence in the urban NOA market [1]

高速 NOA 之后，供应商们开始比拼城市智驾的能力。 文丨张家豪 编辑丨程曼祺 我们独家了解到，智驾方案商元戎启行近日完成了 1 亿美元 C 轮融资，由国内头部车企长城汽车集团独家 投资。 元戎启行目前已完成 5 轮融资，累计融资金额超 5 亿美元，股东包括复星锐正、云启资本、阿里巴巴、耀 途资本和东风资产等。据了解，元戎启行目前约有 700 名员工。 依靠端到端辅助驾驶方案，元戎启行在今年一季度成为长城供应商。据了解，今年 8 月发布的长城新蓝山 上，已搭载了由元戎提供的智驾方案，目前新蓝山已支持保定、石家庄、武汉、广州、郑州、西安等 9 座城 市的城区领航辅助驾驶，即业内所称的 "城区 NOA" 功能。 不久后的 10 月，吉利与奔驰合资品牌 Smart 旗下 smart 精灵#5 上市。据了解，该车型也采用了元戎启行提 供的无图城区 NOA 功能。 市场现在一般视 "基础自适应巡航" 等功能为低阶智驾，高速 NOA 为中阶智驾，城区 NOA 为高阶智驾。 长城新蓝山和 smart 精灵#5 的上市，意味着元戎启行已成为第三家能提供城区 NOA 功能的高阶智驾量产供 应商。而直到今年上半年，全球第三方供应 ...