智通财经APP获悉，随着汽车领域的加速智能化，辅助驾驶已从"遥遥领先"的高科技命题落地为"人人可享"的全民体验，并逐步从"功能时代"迈入"体验时 代"。作为这一浪潮背后的核心推动者，近日，地平线(09660)重磅推出HSD(Horizon SuperDrive️™)有史以来升级最大的版本，新版本基于业内领先的一段式 端到端架构和强化学习能力，为用户带来专车司机般丝滑、拟人、可信赖的全场景辅助驾驶体验。 "传统的两段式端到端、一段式端到端+规则后处理等混合式架构采用横纵向解耦，导致系统模块增多、整体响应延迟增加、信息传递损失等难题。地平线 HSD打造真正的一段式端到端，有很强的防御性驾驶能力，和专业司机开得非常像，推动辅助驾驶迎来拟人化体验拐点。"地平线副总裁、战略部&智驾产 品规划与市场部负责人吕鹏表示。 技术升级：打造"一段式端到端+强化学习"领先架构 地平线副总裁，战略部&智驾产品规划与市场部负责人吕鹏在媒体沟通会上讲话 "一段式端到端+强化学习"的领先架构是此次HSD升级的最大亮点。得益于真正的一段式端到端，HSD实现从光子输入到轨迹输出，保持超低时延，防御驾 驶，横纵合一的丝滑，大幅提升辅助驾驶的安全 ...

Core Viewpoint - The automotive industry is shifting towards localization in response to global market dynamics, with increasing competitiveness among domestic chip manufacturers in China [1][15]. Group 1: Collaboration and Competition - Chery Automobile and Horizon Robotics have expanded their collaboration, with plans for mass production of the Horizon SuperDrive (HSD) system in Chery's vehicles starting as early as September 2023 [5][4]. - The partnership aims to integrate Horizon's chip solutions across Chery's entire product line, including both fuel and new energy vehicles, while still utilizing NVIDIA's solutions for certain models [5][6]. - Domestic chip companies like Horizon and Black Sesame are gradually gaining market share from established players like NVIDIA, which has historically dominated the smart driving chip market in China [5][6]. Group 2: Market Dynamics and Localization - The automotive industry in China is experiencing a significant shift towards smart technology, with local manufacturers increasingly adopting domestic chip solutions to reduce reliance on foreign suppliers [6][9]. - Major suppliers like Aptiv are also working towards localizing their chip supply chains, although they acknowledge that achieving full localization remains a challenge [9][14]. - The market share of Qualcomm in the smart cockpit chip sector has increased significantly, from 65.4% to 77.0% within a year, indicating a strong competitive landscape [10]. Group 3: Strategic Responses to Geopolitical Challenges - U.S. chip companies are facing challenges in the Chinese market due to geopolitical tensions and trade disputes, prompting them to consider local production strategies [13][15]. - Companies like Texas Instruments are exploring local manufacturing options in China to mitigate risks associated with supply chain disruptions and tariffs [14][15]. - The automotive supply chain is expected to adapt to these challenges, focusing on cost adjustments rather than severe shortages, as companies enhance their local capabilities [14].