地平线CEO 余凯 基于这一判断，地平线提出全新的商业模式——HSD Together模式。 在从征程2、征程3到征程5时期，地平线的主流商业模式是卖芯片、方案，包括工具链、基础软件以及硬件、域控制器的参考设计、芯片IP授权、算法IP授 权等。 文｜肖漫 编辑｜李勤 地平线正在试图打造一个"新生态"，拉更多人入局，把生意做大。 近日，地平线CEO余凯在地平线首届生态大会上提出，智能驾驶尚未真正进入大众市场。今年前三个季度，20万以上乘用车占30%的份额，13万以下占50% 的份额，但后者车型基本都不具备城区辅助驾驶功能。 今年年内，地平线打造的智能驾驶解决方案HSD已经在售价13万的车型上搭载。余凯透露，地平线明年将把基于单征程 6M 的城区辅助驾驶方案搭载到售价 最低 7 万元的车上。 为了进一步支撑智能驾驶能力的进化，满足新一代智能驾驶模型的需求，地平线宣布打造第四代 BPU 架构——黎曼架构。 相比上一代架构，高精度算子数量增加超 10倍；支持Tensor（张量）计算、Vector（向量计算），全面支持浮点计算，具备更高效率；面向大语言模型优化 设计，能效提升5倍。 征程7家族将全系搭载BPU黎曼架构， ...

Core Insights - The Chinese automotive market in 2025 is experiencing an intense "arms race" in smart driving technology, with leading players believing that smart driving is the "soul" of the car and must be developed in-house [2][5] - Yu Kai, founder of Horizon Robotics, presents a contrarian view, suggesting that smart driving will become a standardized "functional value" product, similar to the communication "baseband" in smartphones, leading most car manufacturers to abandon in-house development in favor of purchasing mature solutions [2][5] - Horizon's latest computing solution, the "Journey 6" series, has been adopted by major automakers like Li Auto, BYD, and Chery, validating Yu's "baseband theory" [2][5][16] Industry Dynamics - The automotive industry is at a crossroads, questioning whether a "vertical empire" or an "open alliance" model will be more sustainable in the second half of the smart vehicle era [3] - Horizon Robotics aims to be an indispensable "arms dealer" in the industry rather than competing for the "soul" of the vehicle [6][12] Strategic Positioning - Horizon's strategy focuses on providing a high cost-performance and deeply integrated service platform through parallel development of software and hardware [7] - Yu Kai's philosophy emphasizes that the future of car manufacturers should focus on creating "emotional value" rather than duplicating standardized technologies [5][12] Historical Context - Yu Kai's journey into deep learning and his decision to focus on chip development over software during the founding of Horizon Robotics reflect his contrarian approach [9][10] - The company's initial struggles and subsequent strategic pivot to focus solely on the automotive sector were crucial for its survival and growth [10][11] Future Outlook - Horizon Robotics aims to become a reliable "baseband" supplier in the autonomous driving field, with a roadmap predicting significant advancements in automation over the next decade [12][13] - The ultimate goal is to create an open, integrated computing platform that empowers various robotic applications beyond just automotive [14][15] - The success of Horizon's "baseband" strategy will depend on its ability to establish itself as an industry standard amidst competition from top chip suppliers and tech giants [16]

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].