2025年11月20日，SesameX多维具身智能计算平台在上海浦东文华东方酒店首次完整亮相。在"多维进化，智赋新生"2025黑芝麻智能机器人平台产品发布会 上，当SesameX多维具身智能计算平台首次完整呈现在行业面前时，台下几十位来自机器人、智能驾驶、科研与投资界的领军人物，几乎不约而同地前倾了 身体——与其说是为技术的突破性所震撼，不如说是一种发自内心的认可：一个业界期盼已久、认为早该有人去做的事情，今天终于等到了。 这并不是一次普通的技术升级。它是业内首个真正面向机器人商业化部署的全栈计算平台。这是第一次有企业把感知、理解、推理、运动控制、安全体系全 部拉到同一套架构里，并且以车规级安全的标准去构建机器人"全脑"。 一个集成了车规级安全、异构算力、多模态感知、跨模组统一生态等特性的平台就此诞生，机器人领域或许正迎来属于自己的"安卓时刻"。 一、产业处于拐点：机器人从Demo时代迈向商业化时代 机器人新纪元已经到来 0 0 C 所有智能从数字世界溢出到物理世界的迹象，都在机器人身上集中重演：过去十年，智能先在互联网跃迁，再在车端扎根，如今它正向更复杂的物理场景 ——机器人渗透。市场数据也支撑了这一判断： ...

Group 1: Industry Standards and Regulations - The Ministry of Industry and Information Technology has released a draft for mandatory national standards on "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems," establishing a safety baseline for intelligent connected vehicle products [1] - The draft emphasizes that systems can only be activated under their designed operating conditions and sets comprehensive safety technical requirements across various functionalities, including human-machine interaction and data recording [1] - The introduction of these standards is expected to drive technological upgrades, accelerate the implementation of advanced intelligent driving, and provide a regulatory framework that enhances consumer safety [1] Group 2: Market Trends and Growth - The penetration rate of L2 and above driving assistance functions in new energy passenger vehicles is projected to reach 82.6% by mid-2025, with a significant increase in the market for vehicles priced below 160,000 [2] - In the first seven months of this year, new car sales equipped with combination driving assistance systems reached 7.76 million units, marking a year-on-year growth of 21.31% and a penetration rate of 62.58% [2] - The current period until next year is seen as a critical window for breakthroughs in automotive advanced driving technology, policy regulations, user acceptance, and business models [2] Group 3: Competitive Landscape and Technology Development - Leading manufacturers are enhancing their driving assistance solutions through strategic collaborations rather than solely relying on in-house development, which is expected to increase the penetration of intelligent driving technologies [3] - Domestic suppliers of components such as lidar, cameras, and radar are strengthening their industry influence and moving towards integrated hardware and software solutions [3] - Companies like Horizon Robotics and Black Sesame are positioned as key players in the advanced driving assistance market, with significant computational capabilities and partnerships with major automotive OEMs [4][5]

Industry Overview - The Ministry of Industry and Information Technology has released a draft for mandatory national standards on "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems," aiming to establish a safety baseline for intelligent connected vehicles [1] - The draft emphasizes that systems can only be activated under their designed operating conditions and sets comprehensive safety technical requirements, including human-machine interaction, functional safety, information security, and data recording, creating a "triple safety guarantee" [1] - The standard is expected to drive technological upgrades and accelerate the implementation of advanced intelligent driving, facilitating smoother international expansion for the industry [1][2] Market Trends - The penetration rate of combination driving assistance systems in new passenger cars in China reached 62.58% in the first seven months of this year, with sales of such vehicles amounting to 7.76 million units, a year-on-year increase of 21.31% [2] - By mid-2025, the installation rate of L2-level and above driving assistance functions in new energy passenger vehicles is projected to reach 82.6% [2] - The current period until next year is seen as a critical window for breakthroughs in the maturity of advanced intelligent driving technology, policy regulations, user acceptance, and business models [2] Company Developments - Horizon Robotics is a leading player in the advanced driving assistance solutions market, providing both chips and algorithms, with products like J6P and HorizonCell offering 1120 TOPS computing power [4] - Black Sesame Intelligence has developed the A1000Pro chip with 106 TOPS performance and is collaborating with major automotive OEMs, enhancing its product matrix with the A2000 chip [4] - SUTENG Juchuang has achieved mass production of its high-line count LiDAR products, which are now featured in new models from various automakers [5] - Youjia Innovation has secured multiple contracts in the intelligent driving sector and is investing in high-level driving assistance and L4 autonomous driving solutions [5][6]

Core Insights - The local supply chain is reshaping the global automotive industry landscape through technological breakthroughs, rapid response, and cost advantages, with future competition in the smart vehicle sector focusing on ecosystem collaboration and supply chain integration efficiency [1][2] Industry Developments - The 2025 Shanghai Auto Show featured a dedicated "China Chip Exhibition Area," showcasing over 1,200 domestic automotive chips from more than 150 member units of the China Automotive Chip Industry Innovation Strategic Alliance, marking the largest participation in history [1] - Intel debuted its second-generation SDV (AI-enhanced Software Defined) SoC at the auto show, collaborating with Black Sesame Intelligence to develop an integrated cockpit and driving assistance platform, which is set to support scenarios from L2+ to L4 and aims for a reference design release in Q2 2025 [2] Competitive Landscape - The global smart driving assistance chip market is experiencing a shift as domestic chip companies like Horizon Robotics and Black Sesame Intelligence gain traction, challenging the dominance of Nvidia and Tesla [3][4] - A report from Founder Securities indicates that in 2024, the global installation volume of smart driving domain control chips is projected to reach 5.28 million units, with Nvidia's Drive Orin-X series holding nearly 40% market share and Tesla's FSD at 25.1% [3] Strategic Collaborations - Black Sesame Intelligence has initiated mass production of its first domestic single-chip central computing platform based on the Wudang C1296 chip, in collaboration with Dongfeng Motor and Junlian Zhixing [3] - Local chip companies are forming partnerships with multiple OEMs, which is crucial for driving large-scale production and ensuring supply chain security amid geopolitical factors [4] Market Positioning - Domestic chip companies are focusing on entry-level smart driving assistance systems, primarily used in vehicles priced below 200,000 yuan, while high-end products remain dominated by Nvidia [4] - The competition in high-end smart driving chips is expected to intensify in the next two to four years as urban NOA technology matures and becomes widely adopted [5]