陈黎明指出，智能驾驶技术正处于关键发展阶段。从创新曲线来看，当技术处于10%到20% 的阶段时，要么迎来快速增长，要么走向消亡。智能驾驶技术已经迎来了拐点，未来将快速增 长。这一判断基于三点：一是智能驾驶是我国智能网联新能源汽车发展战略的重要组成部分，政 府在电动化和智能化方面都做出了明确规划；二是城区NOA（Navigate on Autopilot）和高速NOA 功能逐渐从高端车型下探至中低端车型，推动了技术的普及和成本降低；三是麦肯锡的统计报告 显示，智能化已成为消费者选择电动车的重要因素，尤其是在高端品牌中，智能驾驶和智能座舱 的属性备受关注。 7月10日至12日，第15届中国汽车论坛在上海嘉定成功举办。 陈黎明分享了地平线在智能驾驶领域的最新研究成果。地平线研发了Vision Mamba算法，该 算法通过引入双向量状态空间和位置编码器，解决了计算和视野问题，具有线性复杂度和全局感 受野，性能显著提升。地平线的Senna架构结合了端到端模型和VLM（Visual Language Model）模 型，提升了系统的泛化能力和决策能力，降低了规划误差和碰撞率。地平线的征程6系列芯片覆 盖低、中、高阶智能驾 ...

Core Insights - The intelligent driving industry is at a critical inflection point, with the potential for rapid growth or falling into an innovation gap as technology penetration reaches 10% to 20% [4] - The future growth of mid-to-high level intelligent driving is supported by three main factors: its central role in China's smart connected new energy vehicle strategy, the decreasing costs and increasing accessibility of advanced driving features, and strong consumer demand for intelligent features in vehicle purchases [4] Industry Trends - Intelligent driving is a core component of China's "14th Five-Year Plan" and is expected to drive the automotive industry from manufacturing to intelligent manufacturing [4] - The cost of advanced driving features has decreased significantly, with functionalities like urban NOA and highway NOA now available in vehicles priced below 150,000 yuan, accelerating the "smart driving equality" movement [4] - Consumer surveys indicate that intelligent features are among the top factors influencing the purchase of new energy vehicles, with a strong emphasis on intelligent driving and smart cockpit features in high-end models [4] Challenges - Despite advancements, intelligent driving still faces challenges, particularly in urban NOA, which is currently at a "usable" level but not meeting user expectations [5] - Issues include the system's performance in complex scenarios, limited operational design domain (ODD), and high costs, necessitating improvements in both system performance and application range [5] Technological Innovations - Horizon has made significant breakthroughs in four core areas: algorithms, software architecture, computing power, and data/engineering capabilities [6][7][8] - The Vision Mamba algorithm represents a key advancement in visual perception technology, achieving a 2.8 times increase in computation speed and an 87% reduction in GPU memory usage [6] - The new Senna multi-modal architecture integrates sensor and map data for improved vehicle control, resulting in over a 40% reduction in average planning displacement error and a 45% decrease in collision rates [6] Product Development - Horizon has launched the Horizon SuperDrive urban assistance driving system, which utilizes a combination of cameras and radar to enable full-scene intelligent driving without high-precision maps [9] - The system has demonstrated its ability to handle complex driving scenarios and is set for mass production this year [9] Future Outlook - The future of intelligent driving is expected to evolve towards hardware integration and software unification, with a focus on creating user-friendly intelligent driving products [9]

Core Insights - The 15th China Automotive Forum will be held in Shanghai from July 10 to 12, 2025, focusing on the theme "Quality Improvement and New Directions for Intelligent Driving" [1] - Dr. Chen Liming, President of Horizon Robotics, delivered a keynote speech discussing the latest research and industry insights in the field of intelligent driving [1] Industry Trends - Intelligent driving is at a critical inflection point in China, driven by three main factors: its significant role in the national strategy for smart connected new energy vehicles, the industry's push for technology democratization, and increasing consumer demand for intelligent features in electric vehicles [3][7] - The functionality of Highway Navigation on Autopilot (NOA) is becoming more user-friendly, while urban NOA is still in a "usable" stage, facing challenges such as complex traffic conditions and system performance issues [7] Technological Innovations - Horizon Robotics has made significant advancements in visual perception algorithms, evolving from traditional methods to the new Vision Mamba algorithm, which improves computational efficiency and resource optimization [11] - The Senna architecture combines end-to-end models with Visual Language Models (VLM), demonstrating over 40% reduction in average planning displacement error and 45% decrease in average collision rates compared to traditional models [14] Chip Technology - The Journey 6 series chips from Horizon Robotics cover a full range of intelligent driving applications, with the Journey 6P chip innovating in areas such as function, floating-point operations, and memory management, effectively reducing system deployment costs [17] Data and Engineering Capabilities - Horizon Robotics has introduced a solution combining reinforcement learning with world models, enabling continuous interaction with the environment for autonomous learning and optimization [19] - The company has achieved ISO 8800 certification for road vehicle safety and AI, providing over 8 million solutions and aiming to exceed 10 million this year, supporting over 200 vehicle models [19] Product Launches - The Horizon SuperDrive (HSD) for urban driving utilizes a one-stage end-to-end model and is set to enter mass production this year, featuring a configuration of 11 cameras and 1 millimeter-wave radar [22] - Horizon Robotics emphasizes its commitment to serving both domestic and global markets, collaborating with major international companies like Bosch and Denso [22]

Group 1 - The stock price of Zhixing Technology (01274.HK) surged by 23.31% on July 10, reaching a market capitalization of HKD 4.22 billion after two months of consolidation, driven by multiple positive factors [1] - Zhixing Technology announced on July 10 that it received a designated development notice from a leading domestic brand for five models, including mainstream passenger and commercial vehicles, to provide iDC assisted driving domain controllers and iFC front-view integrated machines [1] - Within 30 days, Zhixing Technology secured a total of 14 model designations, building on the nine commercial vehicle platform designations from early June, showcasing its technical strength and mass production capabilities [1] Group 2 - The new designated projects include ADAS solutions based on the Horizon J6M chip, which will enable advanced driving and parking capabilities, including urban lightweight functions [2] - Zhixing Technology has established a comprehensive service system that supports low, medium, and high-level driving and parking functions, facilitating flexible and cost-effective assisted driving solutions for automakers [1][2] - The company is also focusing on the development of its robotics business, with its subsidiary Aimosing Robotics acquiring a majority stake in Suzhou Xiaogongjian Robotics, enhancing its technological accumulation in key robotic components [2] Group 3 - Aimosing Robotics has completed the full-chain functional verification of its first embodied intelligent product, the "charging robot," which automates the entire charging process [3] - The company is accelerating the development of other core components for the charging robot, aiming to create a highly intelligent and cost-effective product that integrates deeply with Zhixing Technology's high-performance assisted driving product system [3] - Zhixing Technology plans to collaborate with Aimosing in areas such as investment, software and hardware design, supply chain, and manufacturing to expedite the industrialization of Xiaogongjian Robotics [3]

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 2025上半年已经过去了，上半年自动驾驶发展的怎么样？业内落地量产在做什么？学术界在关心什么技术方 向？转行具身还是深耕智驾？全都是问题！ 为此，自动驾驶之心采访了国内外数十位学术界和工业界的诸位大佬，和他们一起聊聊对这些问题的看法，希望 对大家有帮助~ 1. 当下前沿技术的发展路线是否已经成熟并适合量产？有哪些难点需要攻克？ 2. 如何看待新兴的技术方向：VLA/VLM、扩散模型、闭环仿真、强化学习、端到端自动驾驶、世界模型等等 3. 未来自动驾驶技术还有哪些值得探索的新方向？ 4. 深耕自动驾驶 or 投身具身智能，怎么选？ SJTU 张志鹏 BEV，Occ， E2E， VLA， 这几个词是从2022年到2025年自动驾驶中热词的一个变迁。BEV和Occ的引入某种程 度上都是因为特斯拉推崇纯视觉方案，然后借鉴Lidar和机器人的一些建模方式去表征整个驾驶环境。近期又出 现了一些用3DGS建模3D环境的方式。但是整体来看，自动驾驶中感知的场景表征的方式还是比较成熟了，各家 厂商也验证了这种模式在实际中是走的 ...

Robotaxi 商业化专家解读会 20250625 摘要 初期 Robotaxi 运营表现与预期相符，技术水平与几年前 Pony.ai 等公 司相当，存在误入车道、违规掉头等问题，反映出 Robotaxi 技术仍处 于发展初期阶段。 Robotaxi 行业呈现稳中向好趋势，大型企业和主机厂陆续入局，预计 未来两三年是关键期，有望在部分区域实现盈亏平衡，宁德时代和蚂蚁 集团等公司的合作也印证了市场即将迎来繁荣。 Robotaxi 芯片正从英伟达 Orin X 向国产地平线征程 6 过渡，主要考量 在于打破垄断、降低成本和规避供应风险，预计未来两种芯片将共存， 地平线芯片搭载比例将大幅提升。 Robotaxi 算法训练大规模采用模型训练方式，小马智行和百度 Apollo 等公司已广泛采用类似于端到端的方式进行算法训练，短期内多段式方 案仍是 Robotaxi 的最优解。 国内 Robotaxi 单车在特定运营条件下（每日接 18 单，每单平均 5 公里， 车内无司机，后台安全员与车辆比例达到 1:5 以上），预计到 2026 年 基本能实现盈亏平衡（不考虑车辆折旧成本）。 Q&A 特斯拉 Robotaxi 于 ...

本文来自微信公众号：电子工程世界 （ID：EEworldbbs），作者：付斌 在汽车芯片领域，一场前所未有的"冰火两重天"大戏正在上演。 曾经被视为"兵家必争之地"的汽车芯片市场，此刻有人黯然离场，又有人踌躇满志。可谓是"甲之蜜 糖，乙之砒霜"。 巨头纷纷退场 就在近期，国际上就发生了五起备受关注的巨头退出事件。 第一，英特尔即将关闭汽车业务，并裁减该部门大部分员工。6月25日消息称，该公司在给员工的一份 通知中表示："英特尔计划逐步停止英特尔架构汽车业务。"该公司还提到，会继续履行对现有客户的承 诺，但会裁减英特尔汽车部门的"大多数"员工。 汽车并非英特尔核心业务，陈立武上任CEO后一直也在强调英特尔要回归核心业务，不过有数据显示目 前有5000万辆汽车使用英特尔的处理器。值得注意的是，目前英特尔还掌握Mobileye多数股权，不过此 项决定似乎不会影响该公司运营；2024年初英特尔收购了电动汽车能源管理SoC公司Silicon Mobility。 第二，安霸(Ambarella)有意出售。6月25日消息称，安霸正在与银行家合作，并已接洽潜在买家。消息 传出后，该公司股价上涨21%，市值达到约26亿美元。该 ...

Core Viewpoint - Horizon Robotics aims to build a foundational platform that empowers various robotic applications, positioning itself as a leader in the robotics era, particularly in the automotive sector [4][10]. Group 1: Company Milestones - Horizon Robotics celebrated its 10th anniversary on June 1, marking its evolution from being the first Chinese company focused on deep neural network computing solutions to becoming the largest mass-production intelligent driving technology company in China [4]. - The company is set to officially list on the Hong Kong Stock Exchange on October 24, 2024, achieving the largest IPO for a Chinese tech company since 2022 and the fastest entry into the Hang Seng Tech Index [4]. - Horizon has been included in the FTSE Global Equity Index Series, effective June 20, 2024, enhancing its visibility to global investors [4]. Group 2: Market Position and Collaborations - Horizon has established partnerships with over 40 automotive manufacturers, including the top ten Chinese car companies, and has achieved over 8 million units of pre-installed production [12][14]. - The company holds a market share exceeding 40% in the Chinese OEM Advanced Driver Assistance Systems (ADAS) market for 2024, maintaining its position as the leading supplier of intelligent driving solutions [14]. - Horizon's technology is currently integrated into one out of every three intelligent vehicles in China, with expectations to surpass 10 million units shipped by the end of the year [12][14]. Group 3: Technological Innovations - Horizon Robotics has consistently focused on the integration of hardware and software, achieving over 1000 times improvement in computing performance over the past decade [23][25]. - The company has introduced significant advancements in its core algorithms, including the end-to-end autonomous driving model UniAD and the next-generation Vision Mamba model, which has gained recognition in the AI research community [24]. - Horizon emphasizes the importance of continuous technological breakthroughs to establish a long-term competitive advantage, with a commitment to high R&D investment, projected at approximately 5 billion yuan for 2024 [21][25]. Group 4: Future Vision - The long-term vision of Horizon Robotics, referred to as "Horizon 2.0," focuses on expanding into the general robotics field, with automotive applications being the initial focus [10][19]. - The company aims to leverage its technology to enhance automation capabilities in various sectors, including elder care, household service robots, agriculture, manufacturing, and logistics [10]. - Horizon's strategy includes deepening collaborations with a wide range of partners to drive advancements in intelligent driving and ensure safer, more efficient transportation solutions for everyone [19].

日前，2025首届国际汽车及供应链博览会(香港)在亚洲博览馆正式开幕。地平线机器人(09660.HK，以 下简称"地平线")携城区辅助驾驶系统Horizon SuperDrive(简称HSD)和车载智能计算方案征程6系列首度 亮相。凭借领先的软硬结合技术，地平线HSD获得了大会颁发的2025中国汽车供应链创新成果奖，向全 球展现了智驾科技的未来方向与实践路径。 目前，地平线已与奇瑞集团就HSD量产展开全面合作，HSD将作为奇瑞"猎鹰"的一款先进方案，与征程 6P计算方案一同在星途品牌上全球首发，并于2025年实现量产。 6月12日，地平线宣布，现有股东将以每股6.93港元的配售价配售6.81亿股现有股份，占配售及认购完成 后公司扩大后股本的约4.9%，配售价为每股6.93港元，较6月11日收市价7.44港元，折让约6.85%。公司 此次配售募资净额约46.74亿港元，将主要用于加速业务扩张、投资于研发以进一步提升科技实力，以 及其他一般公司用途。 持续赋能全球汽车产业智能化升级 地平线是市场领先的乘用车高级辅助驾驶和高阶自动驾驶解决方案提供商，拥有专有的软硬件技术。自 成立至今的十年间，地平线始终锚定Tier ...

陈黎明表示："中国汽车智能化水平正持续攀升，地平线始终坚守技术创新之路，依托开放生态与十年 软硬结合技术沉淀，构建覆盖全场景辅助驾驶应用的解决方案体系。面对智能驾驶价值拐点，地平线以 征程6系列和HSD为全球客户提供性能最优、灵活可升级的智驾解决方案，推动智能驾驶面向全球汽车 市场的量产落地"。 记者在现场了解到，针对当前行业发展趋势和用户需求，地平线首创基于辅助驾驶领域的 "用户智驾信 任度" 公式，以安心度、专业度、亲密度这三个维度作为综合考量指标，精心打造出一套体验 "类人"、 用户 "信任" 的极致城区辅助驾驶系统。 作为国内首个实现软硬结合全栈开发的城区辅助驾驶系统，地平线HSD搭载的征程6P宛如一颗强大的 "智慧心脏"，能为整个系统的高效运行提供澎湃动力。 2025年6月12日，香港亚洲博览馆被一片科技与汽车交织的热潮所笼罩，2025首届国际汽车及供应链博 览会（香港）上，各类酷炫车型与前沿科技展品让人目不暇接，空气中弥漫着人们对未来出行的期待。 作为国内率先在香港交易所主板挂牌上市的智驾科技企业，携城区辅助驾驶系统Horizon SuperDrive （简称HSD）和车载智能计算方案征程6系列亮 ...