作者 | 周智宇 这个"智驾基带论"，不仅是对当前行业主流信仰的直接挑战，更是余凯一以贯之的"反共识"哲学的集中体现。 如今汽车行业里每一个参与者也都需要重新思考一个根本性问题：在智能汽车的下半场，究竟什么样的产业形态和商业模式，才更具生命力？是赢家通吃 的"垂直帝国"，还是专业分工的"开放联盟"？地平线和它的"反共识"盟友们所走的这条路，其最终的成败，将为这个问题的答案写下至关重要的一笔。 从边缘到牌桌上 当下的智能汽车行业，一个词被奉为圭臬——"灵魂"。 编辑 | 张晓玲 2025年的中国汽车市场，智能化"军备竞赛"已达白热化，一个观念被所有头部玩家奉为圭臬：智能驾驶是汽车的"灵魂"，必须"全栈自研"，牢牢掌握在自己 手中。从新势力到科技巨头，无数企业耗费百亿重金，只为在这场"灵魂之战"中占据高地。 然而，地平线创始人余凯，一位科学家出身的"闯入者"，却为这场狂热的豪赌提出了一个截然相反的"反共识"预言。 他在近期的一次采访中表示，今天被车企视为"灵魂"和核心壁垒的智能驾驶，终将演变成一个标准化的"功能价值"产品，如同智能手机中人人使用却无人自 研的通信"基带"。在他看来，绝大多数车企未来都将放弃自研智驾 ...

Core Viewpoint - The article emphasizes that Horizon Robotics is not merely a chip company but aims to become a software company, focusing on integrated hardware-software systems for autonomous driving, particularly in urban environments [2][4][5]. Group 1: Company Background and Development - Horizon Robotics was founded in 2015, and its founder, Yu Kai, recognized the nearing end of the mobile internet boom, leading the company to focus on robotics chips instead of algorithms [7]. - The company faced significant challenges in 2019, including a reduction in workforce by one-third, but pivoted to focus solely on the automotive sector [7][8]. - Collaborations with major automotive manufacturers like Changan and Li Auto have been pivotal in establishing trust and achieving market penetration [8][10]. Group 2: Market Position and Achievements - Horizon Robotics has achieved over 8 million units of front-mounted production and has a market share of 33.97% in the L2 autonomous driving computing solutions market for domestic brands [13]. - The company claims that one in three smart vehicles is equipped with its technology, projecting rapid growth towards 10 million units [14]. Group 3: Future Vision and Strategy - Horizon Robotics aims to redefine the essence of smart driving, focusing on both functional and emotional value, similar to how smartphones evolved beyond basic communication [15]. - The company plans to transition from L2 to L3 and L5 autonomous driving capabilities, requiring significant computational power and extensive real-world data [18][21]. - The introduction of the Horizon Smart Driving (HSD) system, featuring the Journey 6P chip, is set to enhance urban autonomous driving capabilities and is expected to be launched in 2025 [24][28]. Group 4: Technological Approach and Innovation - The HSD system utilizes a one-piece end-to-end technology architecture, ensuring high performance and efficiency in data processing [24]. - Horizon Robotics emphasizes the importance of a robust software-hardware integration strategy, akin to successful models like Apple and NVIDIA, to maintain a competitive edge [23]. Group 5: Market Dynamics and Competitive Landscape - The article discusses the competitive landscape, highlighting that while other companies may have launched similar technologies earlier, Horizon Robotics prioritizes product quality over timing [30]. - The company is aware of the potential pitfalls of technological advancements leading to homogenization in the market and focuses on building a sustainable competitive advantage through consistent R&D efforts [20].