Group 1 - Nvidia launched the open-source physical AI and robot vision reasoning model, Cosmos Reason, enabling robots to reason and make decisions like humans [1] - Nvidia is increasing its focus on the robotics sector and seeking new application scenarios for AI GPUs beyond AI data centers [1] - Nvidia has partnered with several leading humanoid robot companies, including Apptronik, Boston Dynamics, and others [1] Group 2 - Horizon Robotics is a leading provider of intelligent driving solutions for passenger vehicles, focusing on integrating algorithms, software, and advanced hardware [4] - Horizon's subsidiary, Diguang Robotics, provides intelligent hardware and software systems for various robotic applications, with over 200 creators and 50+ categories of robots developed [4] - Horizon Robotics and Diguang Robotics signed a cooperation agreement with a major 3D vision sensor supplier to enhance robot intelligence [5] Group 3 - Black Sesame Intelligence specializes in automotive-grade AI computing chips and platforms, focusing on high-performance computing for autonomous driving [7] - The company has launched the Wudang series of cross-domain computing chips to meet diverse needs in smart vehicles and is expanding into other application areas [7] - Black Sesame has formed a strategic partnership with a research team to innovate humanoid robot technology, providing chips for their first humanoid robot [8] Group 4 - Cambricon is a well-known emerging company in the AI chip sector, focusing on the development and sales of AI core chips for various applications [10] - The company has launched multiple AI chips to meet the growing demand for computing power in AI applications across various industries [10] - Cambricon aims to enhance its market presence by optimizing technology and product iterations to meet diverse customer needs [10] Group 5 - Nasda, founded in 2000, has become a leading laser printer manufacturer and integrated circuit design company, with over 5 billion yuan invested in R&D in the past three years [12][13] - The company has a comprehensive product line covering the entire printing industry chain and has established a strong market presence globally [12] - Nasda's integrated circuit division focuses on industrial-grade and automotive-grade microcontrollers and has made significant advancements in humanoid robot applications [13] Group 6 - Rockchip, established in 2001, specializes in integrated circuit design and has become a leading AIoT processor chip company [15] - The company has extensive experience in robotics, with products that support various robotic functions and applications [15][16] - Rockchip plans to deepen its involvement in machine vision and expand its product line to enhance its role in humanoid robotics [16] Group 7 - Yuntian Lifei, founded in 2014, is an AI company with capabilities in algorithms, chips, and big data, focusing on providing integrated solutions across various industries [18] - The company has developed a series of hardware devices for edge AI scenarios and has established partnerships with multiple robot manufacturers [20] - Yuntian Lifei's products are being deployed in service robots, showcasing the growing integration of AI in robotics [20]

Core Viewpoint - The article discusses the journey and achievements of Horizon Robotics, founded by Yu Kai, highlighting the importance of social intelligence and unique business strategies in the company's success [3][5][14]. Company Achievements - Horizon Robotics was established in 2015 after Yu Kai left Baidu, focusing on developing AI chips independently [5]. - The company launched its first domestic automotive-grade AI chip in 2019, marking a significant milestone for China [5]. - Over the past decade, Horizon has delivered more than 7.7 million intelligent driving solutions, with a market share exceeding 40% in China's OEM ADAS market [5]. Strategic Partnerships - Key partnerships with Changan Automobile starting in 2018 and with Li Xiang in 2019 were pivotal for Horizon's growth [5][11]. - These collaborations have significantly influenced the company's trajectory and market positioning [11]. Social Intelligence - Yu Kai emphasizes the importance of social intelligence, which involves understanding and navigating the implicit rules of various social fields [9][11]. - The article references Pierre Bourdieu's theory of social fields, suggesting that social intelligence is not merely innate but also shaped by one's environment [9][10]. Business Philosophy - Yu Kai advocates for a business strategy of differentiation, stating, "When others go right, I go left," which reflects a unique approach to competition [14]. - He also stresses the importance of understanding customer needs and pain points as a key to differentiation in business [15].

Core Viewpoint - Horizon Robotics has successfully launched its new entry-level vehicle intelligent computing solution, Journey 6B, which marks a significant advancement in the ADAS market, emphasizing both performance enhancement and cost reduction [3][5]. Group 1: Product Development and Performance - The Journey 6B achieved a remarkable industry speed by powering on and producing output in just 23 minutes, setting a new benchmark for intelligent driving computing solutions [3]. - The AI computing power of Journey 6B is rated at 18 TOPS, benefiting from the BPU Nash architecture, which allows it to efficiently support mainstream algorithms and enhance computing performance by over two times [3][5]. - Compared to the previous generation, Journey 6B has improved system performance by over two times, reduced system costs by over 25%, and decreased power consumption by over 30%, while also reducing the size of the integrated solution by over 40% [5]. Group 2: Market Position and Collaborations - Horizon Robotics is expected to maintain a leading position in the integrated computing solution market, with a projected market share of over 30% in the Chinese market for passenger vehicle front-view integrated computing solutions in 2024 [5]. - Multiple collaborations based on Journey 6B are progressing steadily, including a new multifunctional camera platform being developed by Bosch, which is planned for mass production by mid-2026 [5]. - The Journey 6 series has achieved "full-stage access" within just 15 months of its release, indicating a significant advancement in the company's capabilities from research and development to mass production [7]. Group 3: Market Insights and Future Prospects - The Journey 6 series is designed to cater to various market segments, providing a comprehensive range of computing power from 18 TOPS to 560 TOPS, making it the first full-stage intelligent driving computing solution in the industry [7]. - The mid-tier intelligent driving market has seen Journey 6E/M gain over 20 partnerships with automakers, enabling more than 100 smart vehicle models [7]. - The high-performance flagship Journey 6P is positioned as the strongest computing solution for auxiliary driving, with plans for its deployment in the Chery "Falcon" model by 2025 [7].

Core Insights - The 2025 International Automotive and Supply Chain Expo in Hong Kong showcased cutting-edge vehicles and technologies, highlighting the future of transportation [2] - Horizon Robotics, a leading smart driving technology company, presented its Horizon SuperDrive (HSD) and Journey 6 series, receiving the 2025 China Automotive Supply Chain Innovation Achievement Award [2] - The company emphasizes its commitment to technological innovation and aims to provide optimal, flexible, and upgradable smart driving solutions for global customers [2] Company Developments - Horizon Robotics introduced the "User Trust in Smart Driving" formula, focusing on safety, professionalism, and intimacy to enhance user experience in urban driving [3] - The HSD system features an end-to-end architecture that ensures seamless operation from photon input to trajectory output, providing a human-like driving experience [3] - The system incorporates end-to-end reinforcement learning and a digital twin world to continuously improve driving capabilities [3] Product Offerings - HSD offers various configurations to meet diverse user needs, including HSD 300 for general urban driving, HSD 600 for high-performance L2 urban driving, and HSD 1200 for all-scenario driving [4] - The modular design of the Horizon Cell "magazine system" allows for easy upgrades of the onboard computing platform, similar to upgrading a personal computer [3][4] Market Collaborations - Horizon Robotics has partnered with Chery Group for the mass production of HSD, which will debut in the "Falcon" model under the Exeed brand, expected to launch in Q3 2025 [5] - The company has established close collaborations with leading Tier-1 companies such as Bosch, Denso, and ZF, with over 8 million units of its pre-installed solutions shipped to date [5] - Currently, one in three smart vehicles in the market is equipped with Horizon's driving assistance solutions [5]

Core Viewpoint - The 2025 International Automotive and Supply Chain Expo in Hong Kong showcased Horizon's advanced driving technology, highlighting its innovative contributions to the automotive industry and its commitment to smart driving solutions [1][3][5]. Group 1: Event Overview - The expo served as a platform for showcasing new ideas, technologies, and products in the automotive industry, emphasizing the global trends of vehicle intelligence and electrification [3]. - Horizon's products, including the Horizon SuperDrive™ (HSD) and the Journey® 6 series, were prominently featured, demonstrating the company's full-stack technology capabilities [1][3]. Group 2: Product Highlights - Horizon's HSD system received the 2025 China Automotive Supply Chain Innovation Achievement Award for its human-like driving experience and reliable technology [6]. - The HSD is the first fully integrated urban driving assistance system developed in China, utilizing the Journey 6P computing solution to provide a seamless driving experience [6][8]. Group 3: Strategic Partnerships and Collaborations - Horizon has established comprehensive cooperation with Chery Group for the mass production of HSD, which will debut in the global market under the Starway brand in 2025 [10]. - The company has formed partnerships with over 40 automotive brands, resulting in more than 310 vehicle models equipped with its driving assistance solutions [13]. Group 4: Market Position and Future Outlook - Horizon has achieved significant market penetration, with over 8 million units of its driving assistance solutions shipped, indicating that one in three smart vehicles in the market is equipped with Horizon's technology [13]. - The company aims to lead the innovation in the smart driving sector by promoting the widespread adoption of its technology and enhancing the safety and intelligence of vehicles [15].

征程6系列是业内唯一满足全阶智能驾驶量产的系列计算方案。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，比亚迪日前在智能化战略发布会上发布全民智驾战略，并推出天神之眼C高阶智 驾三目版（以下简称天神之眼C）。 此次发布标志着地平线最新一代车载智能计算方案征程®6系列正式全球首发落地比亚迪天神之眼。 作为比亚迪两家核心车载智能计算方案合作伙伴之一，地平线依托行业领先的软硬结合创新技术，助 力比亚迪持续降低智驾使用门槛，开创全民智驾新时代。 目前，地平线征程家族已为上百万台比亚迪汽车提供智驾计算方案底座支撑。随着天神之眼C的正式 发布，地平线旗下征程全家族四代计算方案将率先在比亚迪车型上迎来规模化量产。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ @C叔 扫码添加C叔微信 加入【IPO早知道用户交流群】 参与资本市场讨论,获取第一 手价值讯息 推荐阅读 随着搭载天神之眼C的比亚迪车型正式面向用户交付，征程6系列也在2月正式开启大规模量产交付。 凭借在智能驾驶领域丰富可靠的量产经验与工程化落地能力，地平线 ...

自地平线2024年10月24日正式登陆港交所以来，余凯首次对外系统性分享。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，地平线创始人兼CEO余凯博士在1月13日举行的"Beyond the Horizon地平线 智驾科技畅想日"上系统性地分享了其对于2024年及地平线过去9年多发展的总结和思考、以及对未 来智能驾驶行业发展的期许和展望。 这也是自地平线2 024 年 10 月2 4 日正式登陆港交所以来，余凯首次对外系统性分享。 事实上，在2024年这一年里，地平线发布了征程6系列，拿下了超过20家车企品牌的100款车型定 点；同时，地平线也正式发布了高阶智驾系统SuperDrive，并且已经实现了全国泛化，即将在今年 Q3正式上车量产。 截至目前，地平线的智驾方案出货量已突破700万套，持续引领中国智驾最大规模量产，且已服务了 全球超过40家车企，是中国前十大车企的一致选择，同样也是500多万位车主的智驾选择。 此外，余凯还强调，他特别相信巴菲特的一句话——"股价在短期是整个市场对你的投票机，但是这 个股价长期是对你的称重机"。换言之，这个公司 ...

地平线今天取得的成绩某种程度上为中国科技公司注入了更强的信心。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，Horizon Robotics（以下简称"地平线"）于2024年10月24日正式以"9660"为 股票代码在港交所主板挂牌上市。 地平线在本次IPO中总计发行13.55亿股股份，募集净额约为51.42亿港元。其中， 阿里巴巴、百 度、达飞集团和宁波国资基金 作为 基石投资者 参与本次发行，累计认购 约2.2亿美元 ，以示对地 平线长期价值的看好。 成立至今，地平线还已获得高瓴、五源资本、红杉中国、线性资本、真格基金、嘉实投资等知名机 构，以及大众集团、上汽集团、广汽资本、长城汽车、奇瑞汽车、一汽集团、比亚迪、宁德时代等众 多车企资本及产业链上下游企业的投资。 截至10:10，地平线报于每股5.01港元，较发行价上涨25.56%，市值652.80亿港元。 成立于2015年的地平线作为首家且每年均为最大的提供前装量产的高级辅助驾驶和高阶自动驾驶解 决方案的中国公司，其软硬一体解决方案现已与27家OEM（42个OEM）达成合作，定点车型290 ...