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卓驭科技“跨界”:乘用车之外,拓展重卡NOA、无人车等泛自动驾驶
Jing Ji Guan Cha Wang· 2026-01-05 01:00
Core Insights - Zhuoyu Technology celebrated its 10th anniversary in Shenzhen, unveiling a new multimodal end-to-end world model as a "data-driven spatial intelligent mobility foundation" for the future [2] - The company, founded in 2016 and spun off from DJI in 2023, has transitioned to an independent player in the driver assistance solutions market [2] - CEO Shen Shaojie emphasized the shift from a "rule-driven" approach to an end-to-end model, which has improved the company's situation amid financial pressures [2] Technology and Market Position - Zhuoyu's end-to-end approach draws inspiration from Tesla's philosophy, breaking down the VLA into interpretable, modular components, effectively addressing industry challenges like causal reasoning and low-frequency data generation [3] - The company boasts a competitive edge in computational power and sensor optimization, achieving performance comparable to dual Orin X chips while maintaining lower computational requirements [3] - Zhuoyu has successfully implemented L2+ driver assistance using a mid-computational power visual solution, launching the world's first high Qualcomm 8775 integrated cockpit solution, which enhances cost efficiency in the industry [3] Client Base and Industry Strategy - Zhuoyu has secured nine major clients, serving 15 brands and covering over 50 vehicle models in the passenger car sector [3] - The company targets the mass-market passenger vehicle segment, offering affordable driver assistance solutions, which has earned it the nickname "price butcher" [4] - Zhuoyu aims to transition from L2+ to L3 driver assistance, believing that consumer trust in fully developed products will shift pricing logic from BOM cost to value in time savings and attention release [4] Future Expansion and Business Model - The company plans to extend its business beyond passenger vehicles into heavy-duty trucks and unmanned logistics vehicles, indicating a shift towards a more comprehensive mobility technology enterprise [5] - Zhuoyu has initiated a heavy-duty truck highway NOA project to enhance logistics safety and efficiency, collaborating with leading industry players for mass production by mid-2026 [6] - Despite diversifying, Zhuoyu expects that the majority of its revenue will continue to come from passenger vehicles in the near term, with any new ventures being carefully evaluated for resource allocation [6]
沈劭劼:从辅助驾驶供应服务商转型多元移动智能体生态科技企业
Yang Shi Wang· 2025-12-31 11:05
Core Insights - The event marked the 10th anniversary of Zhuoyu, highlighting its evolution from a DJI subsidiary to an independent entity focused on intelligent mobility solutions [1][3] - CEO Shen Shaojie announced the launch of a new multimodal end-to-end world model, emphasizing the company's transition from a supplier of driver assistance systems to a comprehensive technology enterprise [3][11] Company Development - Zhuoyu was established in 2016 and has expanded its business from passenger vehicle driver assistance to include heavy-duty trucks and unmanned logistics vehicles [3][11] - The company has partnered with nine clients in the passenger vehicle sector, covering 15 brands and achieving mass production for over 50 models [3][5] Technological Advancements - Zhuoyu has shifted its technical approach from rule-based development to an end-to-end technology route, overcoming challenges in urban navigation systems [3][8] - The company has achieved significant breakthroughs, including the first global mass production of a Qualcomm 8775 integrated cockpit solution and advancements in fuel vehicle intelligence [8] Market Strategy - Zhuoyu aims to make intelligent driver assistance accessible for low-cost vehicles, targeting A0-class electric cars priced under 100,000 yuan [5] - The company is focused on creating a competitive edge in the intelligent driver assistance market by ensuring safety and usability at low costs [5][8] Future Outlook - Zhuoyu is expanding its capabilities beyond passenger vehicles, initiating projects for heavy-duty trucks and collaborating with leading commercial vehicle manufacturers for unmanned logistics solutions [11][13] - The company is committed to enhancing its brand and mission, aiming to provide safe and convenient mobility solutions while leading the autonomous mobile robot era [13]