关注 「电动车公社」 和我们一起重新思考汽车 这年头，辅助驾驶厂商也开始"不务正业"了 ， 居然在狂卖机器人芯片！ 影石 Insta360的 无人机、维他动力的机器狗、云鲸的扫地机器人……各种大家耳熟能详的爆款产品，用的都是这家公司的芯片。 当然，他们自己也搞机器人算法和模型。 其实验室的机器人，能灵活跳舞： 能模仿真人，做出灵活的手部动作： 还打造了机器人"一站式开发平台"，为开发者提供从数据生成、模型训练、仿真评测到端侧部署的全链路工具。 整个车圈都在关注的具身智能领域，这家公司也搞得有声有色，甚至偷偷做成了 中国最大的消费类机器人计算平台 ！ 这家公司，就是前不久刚刚召开了技术生态大会的 地平线 。 01.智驾公司不务正业？ 老实说，地平线做机器人绝非不务正业，而是蓄谋已久 。 其实最早地平线原本就想做机器人的上游， 只是当时机器人的产业链还不够完善，为了能尽快实现商业化，地平线才转向汽车领域。 但即便如此，地平线公司内部也保留了一个专门的机器人事业部。 几年下来，经过给理想 ONE 供应辅助驾驶芯片、与大众软件子公司 CARIAD 成立合资公司、在港股上市这一路发展，地平线在汽车领域已经干得非常成 功 ...

今年前三个季度，国内20万元以上乘用车市场份额占比30%，13万元以下市场份额则高达50%，但后者 多数车型尚未配备城区辅助驾驶功能。这一广阔的蓝海市场，正吸引着地平线、Momenta等智驾厂商加 速布局，全力抢占市场先机。 今年4月，地平线正式推出基于征程6系列芯片的城区辅助驾驶解决方案——HSD（Horizon SuperDrive）。尽管并非该赛道的先行者，但地平线已快速迈入大规模量产阶段。11月，随着星途ET5 正式上市，地平线的HSD解决方案同步实现量产；另一款搭载该方案的车型深蓝L06也于同期发售。两 款车型上市短短两周后，地平线HSD的激活量便突破12000辆，量产落地成效显著。 除了推出全新的解决方案，地平线还通过生态拓展加速市场渗透。12月初的地平线技术生态大会上，公 司公布了两大生态推进举措：一是拓展生态合作模式，新增算法服务模式"HSD Together"，并已与日本 电装、大众的合资公司CARIZON（酷睿程）、HCT（智驾大陆）达成合作；二是引入更多生态合作伙 伴，元戎启行、卓驭等企业已加入其生态体系。 缺乏芯片研发能力的算法公司、软硬研发实力薄弱的车企，正纷纷向地平线聚拢。地平线接 ...

（原标题：地平线吕鹏：端到端是基石，做不好端到端就做不好VLA） 21世纪经济报道记者 易思琳 除了推出全新的解决方案，地平线还通过生态拓展加速市场渗透。12月初的地平线技术生态大会上，公 司公布了两大生态推进举措：一是拓展生态合作模式，新增算法服务模式"HSD Together"，并已与日本 电装、大众的合资公司CARIZON（酷睿程）、HCT（智驾大陆）达成合作；二是引入更多生态合作伙 伴，元戎启行、卓驭等企业已加入其生态体系。 缺乏芯片研发能力的算法公司、软硬研发实力薄弱的车企，正纷纷向地平线聚拢。地平线接下来的目 标，是让城区辅助驾驶功能下沉至10万元国民车型，实现技术普惠，并计划在未来3-5年内达成千万级 量产规模。 地平线敢于定下这一目标，底气源于其在智驾端到端方案上的长期坚守与深耕。据地平线工程师透露， 公司自2024年底便集中力量主攻端到端技术，90%的研发人力均投入到该方案的研发与量产落地工作 中。 WA/VLA皆需端到端支撑 今年前三个季度，国内20万元以上乘用车市场份额占比30%，13万元以下市场份额则高达50%，但后者 多数车型尚未配备城区辅助驾驶功能。这一广阔的蓝海市场，正吸引着地平 ...

地平线(09660)创始人兼CEO余凯博士以"向高同行"战略作答，指出破局的两大支柱：一是推动底层计算技术向更高性能演进，筑牢物理AI底座；二是携手 伙伴共建开放生态，将高阶智驾体验转化为规模化用户价值。目前，地平线HSD城区辅助驾驶系统已经实现规模化量产，基于征程6系列的商业生态成果也 在持续落地，意味着这一战略路径的价值正在加速兑现。 2025，智驾技术突破到普惠落地的分水岭 会上形成清晰共识：2025年是智能驾驶从技术突破迈向规模化普惠的分水岭。其中，"城区NOA的大规模普及"已成为智驾走向商业成功的决定性战场，其 成败系于体验、成本、安全与政策的复杂协同。 中国汽车工业协会常务副会长兼秘书长付炳锋 这一路径获得行业深刻共鸣。中国汽车工业协会常务副会长兼秘书长付炳锋在开场发言中表示："汽车产业的向上发展，不是单点突破的独行，而是价值共 享的同行。"要摒弃单点思维，迈向全链共进，让智能驾驶技术，最终转化为用户的安全与体验价值。 智通财经APP获悉，2025年12月8日，地平线首届技术生态大会(Horizon Together 2025)在深圳启幕。大会以"向高同行"为主题，首日汇聚全球汽车产业链头 部公司 ...

"真正技术的价值一定要普惠，要让少数人的尖端科技，成为多数人的日常。"12月8日，以"向高同 行"为主题的首届地平线技术生态大会召开，地平线创始人兼CEO余凯以这句核心表述开篇，此次大会 上，第四代BPU架构"黎曼"、HSD Together合作模式等成果亮相，《中国经营报》记者观察到，这背后 是国内智能汽车从技术创新向规模化普惠的核心趋势。 "一家企业也许可以走得很快，但整个生态能够更加生机勃勃，才能走得更健康、更长远！"余凯始终将 生态视为地平线的核心信仰。余凯表示："过去真正推动科技进步的，尤其是在计算行业里，真正成 功、伟大的科技企业，都是生态的玩家，"智能汽车与机器人时代更需生态共荣。为此，地平线明确自 身"不做'本体'（既非车企，也非机器人品牌）"的角色定位，立志成为"机器人时代的Wintel"（PC时代 微软与英特尔的"软件+芯片"生态联盟模式），以"全维利他"的开放理念为核心，构建能滋养生态的基 础底座，携手全球产业链伙伴共同催生枝繁叶茂的智能生态森林。余凯强调："生态不是简单的业务叠 加，而是相互赋能、价值共创的共同体。" 2025年前三季度，13万元以下乘用车占国内市场份额超50%，但高阶 ...

2025 年 12 月 8 日，地平线首届技术生态大会（ Horizon Together 2025 ）在深圳启幕。大会以"向高 同行"为主题，首日汇聚全球汽车产业链头部公司，聚焦"加速全场景辅助驾驶量产普及"的阶段性使命， 分享前沿实践，凝聚关键共识。会场同步设置的科技展览与试乘试驾，集中展示了从智能驾驶到智能机器 人的领先技术与创新成果。 2025 ，智驾技术突破到普惠落地的分水岭 会上形成清晰共识： 2025 年是智能驾驶从技术突破迈向规模化普惠的分水岭。其中，"城区 NOA 的大规 模普及"已成为智驾走向商业成功的决定性战场，其成败系于体验、成本、安全与政策的复杂协同。 地平线创始人兼 CEO 余凯博士以"向高同行"战略作答，指出破局的两大支柱：一是推动底层计算技术向 更高性能演进，筑牢物理 AI 底座；二是携手伙伴共建开放生态，将高阶智驾体验转化为规模化用户价 值。目前，地平线 HSD 城区辅助驾驶系统已经实现规模化量产，基于征程 6 系列的商业生态成果也在持 续落地，意味着这一战略路径的价值正在加速兑现。 比亚迪集团高级副总裁、汽车新技术研究院院长杨冬生从全球视角印证了这一趋势： "智能化正成为定 ...

Core Viewpoint - The article emphasizes the transition of Horizon Robotics from "striving for excellence" to "collaborating for excellence," focusing on empowering industries and making advanced driving technology accessible to the public [2]. Group 1: Event Overview - The Horizon Together 2025 technology ecosystem conference was held on December 8 in Shenzhen, featuring a keynote speech by Dr. Yu Kai, the founder and CEO of Horizon Robotics [2]. - The conference highlighted the significance of accelerating the entry of every enterprise and user into the era of smart vehicles and general robotics [2]. Group 2: Product Launch and Market Impact - The HSD (Horizon Smart Driving) system, first implemented in the vehicles Xpeng ET5 and Deep Blue L06, achieved over 12,000 activations within two weeks of launch, bringing advanced driving experiences to the mainstream market under 150,000 yuan [4]. - The HSD system's mass production marks a significant step in fulfilling Horizon's commitment to making high-level intelligent driving more accessible [4]. Group 3: Technological Advancements - Horizon Robotics introduced its fourth-generation BPU architecture named "Riemann," which enhances computing power by ten times for key operators and supports over ten times more high-precision operators, achieving a performance increase of over 1,000 times in ten years [8]. - The new compiler technology, OpenExplorer® 4.0, significantly improves compilation speed from hours to minutes and enhances model performance by 20% through AI-driven optimization strategies [10]. Group 4: Ecosystem and Collaboration - The HSD Together algorithm service model aims to reduce the human input, computing consumption, and time to market by 90% for partners, allowing them to focus on their strengths while leveraging Horizon's proven technology [14]. - Horizon's product family has seen a rapid reduction in time to market, with the latest series achieving a million units shipped in just 12 months [14]. Group 5: Robotics and AI Development - Horizon has become the largest consumer robotics computing platform in China, with over 100 products and connections to more than 100 partners and 100,000 developers [18]. - The company launched two open-source models for embodied intelligence: HoloMotion for motion intelligence and HoloBrain for spatial perception and task planning [18]. Group 6: Educational Initiatives - Horizon is committed to building a prosperous robotics ecosystem by collaborating with over 500 educational institutions to nurture future industry talent [20]. - The article shares inspiring stories of young developers, showcasing the inclusive nature of innovation and the importance of fostering a diverse talent pool [20].

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 Robotics has secured a significant order from a leading Japanese OEM for mid-to-high-level assisted driving solutions based on its Journey 6 series chips, which will enhance its market presence in China [2] - The Journey 6 series encompasses six versions with computing power ranging from 10 to 560 TOPS, making it the only domestic solution that meets the full spectrum of driving assistance needs from basic ADAS to full urban driving scenarios [3] - Horizon has established deep partnerships with over 40 automotive companies globally, enabling more than 400 vehicle models and serving over 6 million car owners [3] Company Developments - Horizon Robotics is the first Chinese company to achieve mass production of over 10 million intelligent driving solutions, with its HSD system being recognized as the "Chinese version of FSD" [2][3] - The company is accelerating its international expansion, having formed partnerships with nine joint venture automakers, including Volkswagen and Japan's largest automotive group, for 30 model collaborations by September 2025 [4] - The Journey 6B solution has been adopted by two foreign automakers for overseas models, with an expected total delivery of 7.5 million units [4]

Core Viewpoint - In the first half of 2025, the company achieved a revenue of 1.57 billion yuan, representing a year-on-year growth of 67.1% [2][6][7] Revenue and Profitability - The company's net profit for the first half of 2025 was -5.23 billion yuan, slightly worse than -5.10 billion yuan in the first half of 2024 [2][7] - Adjusted operating loss was -1.11 billion yuan, compared to -820 million yuan in the same period last year [2][7] - The gross profit margin for the first half of 2025 was 65.36%, a decrease of 13.7 percentage points year-on-year [3][15] - The net profit margin improved by 209.6% year-on-year, reaching -334% [3][15] Business Segmentation - Revenue from automotive solutions was 1.516 billion yuan, an increase of 66.1% year-on-year [11] - Revenue from automotive product solutions surged by 250.0% to 778 million yuan, driven by the rapid growth in shipments of the Chengcheng 6 series hardware [11] - Revenue from licensing and service business was 738 million yuan, up 6.9% year-on-year, as more clients integrated the company's IP into their software stacks [11] - Non-automotive solutions revenue reached 50 million yuan, a significant increase of 134.5% [11] Market Position and Growth Drivers - The company maintained the leading market share in basic and overall assisted driving solutions in China, with shares of 45.8% and 32.4% respectively [20] - The shipment volume of the Chengcheng series hardware reached 1.98 million units, doubling year-on-year [3][22] - The number of new model approvals reached nearly 400, with over 100 models approved for highway-assisted driving and above [3][22] Product Development and Partnerships - The Chengcheng 6 series chips are accelerating in mass production, with abundant orders on hand [4][6] - The company is collaborating with Bosch to develop a new multifunctional camera platform based on the Chengcheng 6B, expected to enter mass production by mid-2026 [5][33] - The Horizon SuperDrive (HSD) system, based on the Chengcheng 6P, is set to become a benchmark for urban assisted driving solutions [30][35] Global Expansion and Future Outlook - The company is expanding its global business layout and deepening cooperation with leading international automotive manufacturers [47] - The expected cumulative shipment of the Chengcheng series processing hardware is projected to exceed 10 million units by 2025, marking a significant milestone for the company [32][40]