文 | 听潮TI，作者 | 郭佳哿，编辑 | 张晓 智能驾驶已经走到新的现实拐点。 过去几年，它被定位为高端车型的核心卖点；但随着渗透率进入主流区间，行业焦点开始从PPT里的期 望值转向交付规模。能否真正让更多用户买得起、用得上，成为当下最直接的竞争锚点。 去年末，地平线举办了自己成立十年来的第一届技术生态大会，会上地平线创始人兼CEO余凯给出了新 目标：10万元的车将普遍实现城区NOA。 更早一些，去年年初Momenta创始人曹旭东也曾断言，2025年高阶智驾会规模起势，并在2026年触达10 万级市场。 对内，这是技术与成本的再压缩；对外，则意味着主动拥抱更大体量的普惠市场。 事实上，在能力下放这件事上，真正承担工程复杂度、成本压力和交付责任的，并非只有整车厂。 地平线与Momenta所代表的，是智能驾驶背后一条不被大众熟知但至关重要的供应链价值链：地平线依 托车规级芯片与工具链，试图通过软硬结合建立可复制的量产能力；Momenta以算法和数据驱动的渐进 式迭代路线，与车企深度绑定，推动高阶方案走向规模落地。 它们的角色，不只是技术提供方，更是推动智驾平权的核心力量。 如果说过去的行业竞争更像打着口号炫肌 ...

智通财经记者 | 周姝祺 过去一年，中国智能驾驶行业的扩张与收缩同时发生。辅助驾驶功能正在以前所未有的速度被推向量产车型，汽车公司对智驾能力的需求被迅速放大；另一 方面，智驾公司融资节奏放缓，部分企业已经被迫退出主流竞争序列。技术在加速落地，但行业的容错空间正在缩小。 12月30日，智驾供应商卓驭在十周年庆祝活动上晒出成绩单，公司已拥有9家客户、15个合作品牌以及超50个已量产车型；同月，地平线在首届生态大会 上，邀请了来自奇瑞、大众、一汽、吉利等10家整车厂站台。其征程系列芯片累计出货突破1000万套，最新推出的城区辅助驾驶方案在上市两周内激活量超 过1.2万辆。 在聚光灯之外，另一条轨迹正在同步展开。估值一度超过90亿元的纵目科技于2025年4月进入司法重整，禾多科技被申请破产清算；背靠长城汽车的毫末智 行，被曝暂停北京、上海等四地业务，员工关于欠薪和社保断缴的追问，未能等来明确回应。 这种反差标志着一个阶段性的变化。智能驾驶不再只是一个需要被验证的技术方向，而是进入了以规模化交付、成本效率和长期服务能力为核心的竞争周 期。在这一周期中，机会仍然存在，然而它只集中流向少数能够持续证明自身价值的公司。对其他 ...

Core Viewpoint - The article discusses the emergence of VITADYNAMICS, a company founded by former automotive experts, focusing on consumer-grade robotic dogs, specifically the Vbot "Big Head BoBo," which aims to integrate advanced AI and autonomous capabilities into everyday life [2][3][6]. Group 1: Company Background and Founders - VITADYNAMICS was established in December 2024 by three founders with extensive experience in intelligent driving systems, recognizing a gap in the consumer robotics market [2][9]. - The founders include Yu Yinan, a PhD in deep learning and former key member of Horizon Robotics, Zhao Zhelun, who has a strong background in product and market understanding from his time at Li Auto, and Song Wei, an expert in engineering systems [8][9]. Group 2: Product Development and Market Strategy - The first product, the Vbot "Big Head BoBo," is priced at 12,988 yuan, with a launch price of 9,988 yuan, and aims to be a user-friendly, intelligent companion without the need for remote control [2][14]. - The product is designed to address practical household needs, with a focus on safety and usability, targeting a market segment that values technology and quality [17][24]. Group 3: Market Potential and Competition - The consumer-grade robotic dog market in China is projected to grow from 470 million yuan in 2023 to 660 million yuan in 2024, with an expected CAGR of 37.5% over the next five years [17]. - VITADYNAMICS aims to differentiate itself in a competitive landscape, where existing players have established market presence, by focusing on practical applications and user experience rather than just advanced capabilities [24][25]. Group 4: Technological Innovations - The Vbot integrates advanced technologies such as 360° high-precision LiDAR, dual-camera systems, and a powerful AI computing platform, leveraging the founders' experience in autonomous driving [18][20]. - The company emphasizes a "computational density" approach, optimizing sensor use to enhance the robot's environmental understanding and decision-making capabilities [18][27]. Group 5: Challenges and Industry Outlook - The company faces challenges in proving the value and user experience of consumer robots, as many potential customers remain skeptical about their practical utility [29][30]. - The industry is expected to evolve towards providing comprehensive solutions for specific scenarios, with a focus on emotional interaction and user engagement becoming critical for long-term success [32][33].

Core Viewpoint - The article emphasizes the importance of collaboration and technological breakthroughs in achieving scalable commercialization of autonomous driving, focusing on various applications such as Robotaxi, unmanned logistics, and trunk logistics [1]. Group 1: Event Overview - The "Towards High Collaboration" 2025 Horizon Technology Ecosystem Conference featured a forum on "Scaling Commercialization of Autonomous Driving," discussing sustainable business models and efficient industry ecosystems [1]. - Horizon's founder and CEO, Dr. Yu Kai, highlighted the significance of service providers in the autonomous driving sector, emphasizing the need for scene-based services beyond just vehicle manufacturing [1]. Group 2: Partnerships and Innovations - Horizon collaborates with various partners to provide key technological support for diverse scenarios, including Robotaxi and unmanned logistics, showcasing successful outcomes and industry trends during the forum [3]. - GoGoX and Amigo's founders shared their vision for deploying Robotaxi in Hong Kong, aiming to enhance urban mobility and improve service experiences [3]. - 行深智能 (Xing Shen Intelligent) announced a partnership with Horizon to launch the first L4 urban unmanned logistics solution based on Horizon's 6M chip, achieving a 30% cost reduction compared to similar solutions [3][5]. Group 3: Industry Trends and Developments - 京东物流 (JD Logistics) is advancing unmanned delivery capabilities, aiming to redefine logistics networks through automation across all stages of the supply chain [6]. - 嬴彻科技 (Yingche Technology) has validated its truck autonomous driving system through real operational data, achieving over 400 million kilometers in commercial operation [9]. - 卡尔动力 (Carl Power) introduced the KargoBot Space, a global first in L4 autonomous heavy trucks, which enhances cargo space and profitability while aiming for a commercial breakthrough in 2025 [10]. Group 4: Insights from Industry Leaders - A roundtable discussion led by industry leaders explored the transition from technology-driven to value-driven commercialization of autonomous driving, emphasizing the need for robust technical foundations and ecosystem collaboration [12]. - 佑驾创新 (Youjia Innovation) focuses on creating standardized unmanned vehicle platforms while customizing solutions for different scenarios, maintaining close collaboration with Horizon [14]. - The article concludes with a call for continued collaboration and innovation within the autonomous driving ecosystem, highlighting Horizon's commitment to being a trusted enabler in the industry [20].

Core Insights - The conference "Horizon Together 2025" focuses on the transition of smart driving from commercialization to widespread adoption, emphasizing collaboration among industry leaders [1][3] - Dr. Yu Kai, CEO of Horizon, highlighted the company's journey from "high aspirations" to "collaborative growth," aiming to democratize advanced technology for a broader audience [3][5] Group 1: Technological Advancements - Horizon has introduced three technological pillars: BPU®, compilers, and algorithms, which are essential for driving advancements in smart driving and robotics [3][10] - The newly released fourth-generation BPU architecture, named Riemann, boasts a tenfold increase in key operator computing power and supports full floating-point calculations, enhancing efficiency for large language models [14][16] - The compiler technology has evolved into an "AI-driven compilation" era, significantly improving compilation speed and model performance [14][16] Group 2: Market Strategy and Collaboration - Horizon is transitioning from a traditional model to an "HSD Together" algorithm service model, allowing partners to focus on their strengths while Horizon provides comprehensive algorithm services [20][21] - The company aims to reduce the time and costs associated with product development by 90% through this collaborative approach, enabling more companies to leverage advanced smart driving capabilities [20][21] - Horizon's products have achieved significant market penetration, with the latest series reaching over one million units shipped in just 12 months [20][29] Group 3: Industry Impact and Vision - Horizon positions itself as a foundational player in the robotics era, aspiring to be the "Wintel of the robotics age," focusing on ecosystem collaboration rather than competing as a vehicle or robot manufacturer [9][24] - The company has expanded its influence beyond automotive applications, becoming a leading platform for consumer robotics with over 100 products and extensive partnerships [24][25] - Horizon emphasizes the importance of making advanced technology accessible to the masses, aiming to transform high-end innovations into everyday solutions for consumers [28][29]

" 城区辅助驾驶将普惠到 10 万元国民车型，未来 3 - 5 年将实现千万量产。 " 在地平线 2025 首届技术生态大会的舞台上，创始人兼 CEO 余凯博士立下的这两个 Flag 。这不仅是一个技术愿景，更是一份商业世界的价值宣言。 它意味着，地平线正试图将曾专属于豪华车的顶尖智能，变为一场全民可及的平权运动。 此刻，地平线正站在一个奇妙的交汇点上，其征程系列芯片累计出货已突破 1000 万套，中国市场 " 每三辆智能汽车就有一辆搭载地平线 " ；而其最新推 出的 HSD （地平线城区辅助驾驶方案 ），在搭载星途 ET5 和深蓝 L06 上市短短两周后，激活量已超 12000 辆。 从千万级的芯片基石，到爆发式增长的终端体验，地平线用十年时间，验证了一条迥异于行业巨头特斯拉的路径 —— 不做垂直整合的 " 颠覆者 " ，而甘 当开放生态的 " 赋能者 " 。 这就是地平线所定义的 "Wintel 式 " 软硬结合技术路径。在从数字智能迈向物理智能的历史拐点，地平线选择成为那个提供底层计算平台与生态基座的 " 连接器 " ，其战略、技术与商业成果，共同描绘了一个技术足够强、规模足够大、前景足够广的独特投资图 ...

Core Insights - The first Horizon Technology Ecosystem Conference was held on December 8, 2025, focusing on the development of smart vehicles and robots, aiming to promote the integration of smart technology into everyday life [1] Group 1: Technological Advancements - Horizon's founder and CEO, Yu Kai, emphasized the need for a solid technological foundation for the widespread adoption of smart technology, highlighting three core pillars: BPU (intelligent computing architecture), compilers, and algorithms [2] - The newly released fourth-generation BPU architecture "Riemann" achieves a tenfold increase in key computing power and enhances energy efficiency for large language models by five times, marking over a 1000-fold performance improvement in BPU over the past decade [4] - The fourth-generation compiler, OpenExplorer 4.0, reduces compilation time from hours to minutes and improves model performance by 20%, indicating a shift towards machine learning-driven self-evolution in the industry [4] Group 2: Business Model Innovation - Horizon introduced a new collaboration model "HSD Together," which allows partners to focus on their strengths while Horizon provides comprehensive algorithm services, reducing R&D costs, computing power consumption, and time to market by 90% [5] - The HSD driver assistance system has already been applied in models like the Xingtu ET5 and Deep Blue L06, achieving over 12,000 activations within two weeks of launch, making advanced driving assistance accessible in the 150,000 RMB market [5] Group 3: Market Expansion - Horizon aims to democratize advanced urban driving assistance for vehicles priced at 100,000 RMB, with a new solution based on a single Journey 6M chip set to go into mass production [6] - The Journey series chips have achieved significant market penetration, with over 10 million units of the Journey 6B/L models and over 1 million units of the Journey 6E/M models shipped in the first year [6] Group 4: Robotics and Open Source Models - Horizon has expanded its technology ecosystem beyond the automotive sector, becoming China's largest consumer robotics computing platform, collaborating with over 100 partners and connecting more than 100,000 developers [7] - Two open-source models, HoloMotion and HoloBrain, were launched, focusing on motion intelligence and spatial awareness for robots, respectively, while Horizon collaborates with over 500 educational institutions to cultivate talent in the smart industry [8] - Horizon's mission is to empower smart vehicles and robots to enhance safety and quality of life, with a goal of achieving "HSD million-unit production" in the next 3 to 5 years [8]

Core Insights - Horizon Robotics has recently received multiple industry awards, including "Annual Advanced Intelligent Driving Popularization Award" and "Annual Benchmark Level Assisted Driving Solution" for its HSD product, as well as being recognized as "Annual Intelligent Driving Supplier" and one of the "Top 100 New Automotive Supply Chains in China" [1][2] Group 1: Company Achievements - Horizon's HSD product has been acknowledged for its leading position in the intelligent driving sector, showcasing its unique industrial value by promoting advanced intelligent driving technology [1] - The company has established deep collaborations with over 10 mainstream automakers, with plans to equip more than 20 new models with the HSD system [2] Group 2: Market Performance - The HSD-equipped Chery Exeed ET5 has started pre-sales, and models like Fengyun T9L and iCAR V27 have debuted at the Guangzhou Auto Show, demonstrating strong market competitiveness [2] - Horizon has empowered over 400 vehicle models and achieved a chip shipment volume exceeding 10 million units, indicating robust market demand and production capabilities [2] Group 3: Future Strategy - Horizon aims to achieve mass production of HSD reaching 10 million units within the next 3-5 years, making advanced assisted driving accessible to a wider audience [2] - The company plans to continue collaborating with automotive partners to accelerate the popularization of intelligent driving technology, enhancing user experience in daily travel [2]

Core Insights - Horizon has recently achieved significant recognition in the industry, with its product HSD (Horizon SuperDrive™) winning multiple prestigious awards, highlighting its leadership in the intelligent driving sector [1][2][6] - The company has established itself as a key enabler in the smart driving industry, focusing on the integration of hardware and software technologies to drive innovation [8] Group 1: Product Recognition - HSD has won the "Annual High-Level Intelligent Driving Popularization Award" at the 2026 NetEase Annual New Car Evaluation Awards and the "Annual Benchmark Level Assisted Driving Solution" at the 2025 Automotive Development Conference hosted by Daily Economic News [2][5] - The HSD system features a one-piece end-to-end architecture with reinforcement learning capabilities, significantly enhancing safety, efficiency, and comfort in assisted driving [5] Group 2: Market Impact - HSD is currently being pre-sold in models like the Chery Xingtu ET5, with strong market performance anticipated as it is showcased in major auto exhibitions [5] - The system has established deep collaborations with over 10 mainstream automakers, with plans to be featured in more than 20 new models [5] Group 3: Company Achievements - Horizon has been awarded the title of "Annual Intelligent Driving Supplier" at the 2025 New Automotive Annual Ceremony, further solidifying its position in the industry [6][8] - The company has partnered with numerous mainstream brands, enabling over 400 models and achieving a chip shipment milestone of over 10 million units [8]

Core Viewpoint - The article discusses the emergence of a new wave of entrepreneurs in China, particularly from the "Horizon" company, highlighting the shift from a "demographic dividend" to an "engineer dividend" in the Chinese tech landscape [12][15]. Group 1: Entrepreneurial Trends - Two prominent companies, DJI and Horizon, are leading the entrepreneurial charge, with many former employees from Horizon starting their own ventures [3][4]. - Recent funding rounds indicate a strong interest from investors in startups founded by former Horizon employees, showcasing a trend where talent from established firms quickly attracts investment [4][7]. Group 2: Key Figures and Companies - Zhang Yufeng, the founder and CEO of Wujie Power, previously held significant positions at Horizon, illustrating the direct lineage of talent from established companies to new startups [4][5]. - Notable figures like Yu Yinan and Sun Yilong have transitioned from Horizon to establish their own companies, such as Weita Power and Jian Zhi Robotics, respectively, indicating a robust entrepreneurial ecosystem [5][6]. Group 3: Investment Landscape - Wujie Power recently completed a 300 million yuan angel round led by Sequoia China, with participation from several prominent venture capital firms, reflecting the high investor confidence in Horizon alumni [4]. - Jian Zhi Robotics received strategic investment from 4D Map New, totaling 1.8 billion yuan, further emphasizing the financial backing for startups emerging from the Horizon network [6][10]. Group 4: The Engineer Dividend - The article emphasizes that China is transitioning from a demographic dividend to an engineer dividend, with a vast pool of engineering talent driving innovation and entrepreneurship [15]. - High-quality talent, efficient supply chains, and large-scale verifiable scenarios position China to produce globally competitive companies in the tech sector [15].