Core Viewpoint - The article discusses the strategic shift of Horizon Robotics from being primarily an autonomous driving chip supplier to expanding into the robotics sector, highlighting its recent developments and future ambitions in both fields [7][9][20]. Group 1: Company Background and Developments - Horizon Robotics has successfully transitioned from focusing solely on autonomous driving to also developing robotics technologies, maintaining a dedicated robotics division throughout its journey [11][12]. - The company has achieved significant milestones in the automotive sector, becoming the leading supplier of ADAS (Advanced Driver Assistance Systems) in China by 2024, surpassing Mobileye [14][28]. - The launch of the Journey 6 series chips marks a pivotal moment for Horizon, enabling it to expand into higher-level autonomous driving markets and significantly increasing its product shipment volume [21][25][26]. Group 2: Robotics and AI Integration - Horizon Robotics has introduced the "Diguo Robot" and its latest chip offerings, which support a wide range of robotic applications, including humanoid robots and service robots [19]. - The company aims to position itself as a foundational platform for the robotics era, similar to "Wintel" in the computing world, by leveraging its advancements in autonomous driving technology to enhance robotic capabilities [39]. - The integration of autonomous driving models into robotics is seen as a key strategy, with the belief that success in autonomous driving is crucial for establishing a foothold in the robotics market [41]. Group 3: Future Outlook and Market Trends - The article emphasizes the importance of the Journey 6 series chips in facilitating the transition to a new era of robotics and autonomous driving, with expectations for rapid advancements in technology and deployment [46][49]. - Horizon Robotics is committed to significantly increasing computational power and model capacity with each new generation of chips, aiming for a tenfold improvement [47]. - The company anticipates that the widespread adoption of advanced driver assistance systems will mirror the historical transition from manual to automatic transmissions in vehicles, making such technologies accessible to a broader consumer base [55][63].

Core Insights - Jinqiu Capital has completed its investment in Digua Robot, focusing on long-term investment in AI startups with breakthrough technologies and innovative business models [1][38] - Digua Robot is a leading provider of general-purpose robot hardware and software, with a comprehensive product system covering chips, algorithms, and software, catering to various robotic applications [2] Investment Overview - Jinqiu Capital, an AI-focused fund, emphasizes a long-term investment philosophy and seeks to support startups with transformative technologies [1] - The investment in Digua Robot aligns with this philosophy, as the company has developed a robust platform for intelligent robotics [1] Company Profile - Digua Robot, established in 2015, has created a complete product ecosystem from chips to software, enabling diverse robotic applications [2] - The company has shipped over 5 million units of its Xuri intelligent computing chips and has engaged with over 200 small and medium-sized enterprises and 200+ leading universities globally [2] Technological Advancements - Digua Robot has introduced a new visual robot operation method called VO-DP, which enhances operational precision and demonstrates the potential of pure visual perception in robotics [2][4] - The VO-DP method integrates semantic and geometric features, significantly improving the performance of robotic manipulation tasks [6][16] Research and Development - The focus on end-to-end robotic operation learning is crucial in the field of embodied intelligence, with current mainstream technologies divided into Vision-Action Models (VA) and Vision-Language-Action Models (VLA) [4][7] - The research highlights the limitations of VLA and emphasizes the foundational importance of VA modeling for understanding action prediction [8] Experimental Results - The VO-DP method has shown competitive performance in simulations, achieving accuracy levels comparable to traditional 3D methods [5][30] - Experiments indicate that the integration of DINOv2 and VGGT-AA features significantly enhances the success rate of robotic manipulation tasks [22][25] Future Directions - The company plans to expand its research to multi-view representations and dynamic predictions, aiming to improve robustness and task success rates in complex environments [39]

Core Insights - Jinqiu Capital has completed its investment in Digua Robotics in 2025, focusing on long-term investment strategies in breakthrough technologies and innovative business models in the AI sector [1][8] - The "Digua Craft Brewery" event aims to facilitate high-quality dialogues among entrepreneurs, investors, and industry partners, marking a significant moment in the rapidly developing robotics industry [1][3] Event Details - The event will take place on September 24, 2025, from 19:00 to 21:00 at West Lake, Hangzhou, with limited seating for 30 participants [3] - Participants will engage in a series of activities including a robot interaction show, deep dialogues, and networking opportunities with top industry founders [5][6] Target Audience - Entrepreneurs in the fields of embodied intelligence, robotics, and AI interaction - Investors seeking opportunities in the robotics sector - Industry partners interested in the commercialization of robotics [7] About Digua Robotics - Founded in 2015, Digua Robotics is a leading provider of general-purpose hardware and software platforms for robotics, with a comprehensive product system covering chips, algorithms, and software [9] - The company has shipped over 5 million units of its Xuri intelligent computing chips and has supported over 200 small and medium-sized enterprises and 200+ top universities globally [9] D-Robotics Gravity Program - The D-Robotics Gravity Program is an initiative by Digua Robotics aimed at supporting robotics startups through a free membership system, with plans to empower 1,000 companies over the next five years [9] - The program collaborates with nearly 40 incubators, accelerators, universities, investment institutions, and industry partners to build a vertical entrepreneurial ecosystem in the robotics field [9] Soil Seed Special Program - Jinqiu Capital's "Soil Seed Special Program" is designed to provide funding support to early-stage AI entrepreneurs, helping them transform innovative ideas into practical applications [18]

Core Insights - The collaboration between Zhixing Technology and Horizon Robotics aims to develop the iRC100 robot controller based on the RDK S100P intelligent computing platform, providing integrated hardware and software solutions for intelligent robots [1][2] - The iRC100 controller will support advanced algorithms and various interfaces, catering to the needs of different types of intelligent robots [2][3] - The RDK S100P integrates CPU, BPU, and MCU on a single SoC, offering high performance and low power consumption for both decision-making and control functions [3] Company Overview - Zhixing Technology is a leading provider of advanced driver assistance solutions in China and has recently entered the embodied intelligence sector by establishing a wholly-owned subsidiary, Aimosing Robotics [4] - Aimosing Robotics has developed core capabilities in intelligent integrated joints, main controllers, perception algorithms, and decision-making, serving both humanoid and non-humanoid robot industries [4] - Horizon Robotics is recognized as a leading provider of general-purpose hardware and software platforms for robotics, with a comprehensive product system covering various computing needs for different robot types [4]

Group 1 - The establishment of a joint laboratory for embodied intelligence between Digua Robotics and Shenzhen University focuses on talent cultivation and research breakthroughs, aiming to convert technological achievements into industrial applications [1] - Prior to the lab's establishment, Digua Robotics and Shenzhen University collaborated on multiple robotics courses and created a university-level embodied intelligence club to provide a complete growth chain for students from theoretical learning to practical operation [1] - Digua Robotics, a spin-off from Horizon Robotics, is a leading provider of general hardware and software platforms for robotics, dedicated to advancing research in embodied intelligence and facilitating the application of consumer-grade robotics [1] Group 2 - Digua Robotics completed a $100 million Series A financing round on May 28, with participation from Hillhouse Capital, Wuyuan Capital, and Meihua Venture Capital [2] - On June 11, Digua Robotics launched its first integrated robot development kit, RDK S100, designed for robotics and embodied intelligence scenarios, marking a significant increase in computing power to the hundred TOPS level [2] - The previously released robot chips by Digua Robotics had computing power of 10 TOPS or lower, primarily serving low to mid-power applications such as vacuum cleaners and lawn mowers [2]

Core Viewpoint - The investment community is optimistic about the potential of humanoid robots and embodied intelligence, emphasizing the need for innovation and the ability to free humans from mundane tasks to focus on creative work [4][6]. Industry Insights - The valuation of some projects in the humanoid robot sector is high, making early-stage investments challenging, but the sector itself is not a bubble, with many companies showing better-than-expected commercialization progress [4]. - The advancements in AI large models are making the implementation of embodied intelligence clearer, and the domestic supply chain for manufacturing humanoid robots is superior to that of overseas counterparts [4][6]. - The development of humanoid robots has received significant support from national policies, with a shift in focus from general robotics to humanoid robotics [4]. Company Focus - The company has invested in various aspects of the embodied intelligence supply chain, including complete humanoid robots, integrated joints, chips, and sensors, emphasizing the importance of performance, cost, and stability in product development [4][6]. - The company prioritizes engineering implementation and self-research capabilities, which are crucial for maintaining technological barriers and ensuring timely delivery without supply chain disruptions [4][6]. - Specific investments include companies like Luming Robotics, which excels in engineering capabilities and core component self-research, and Tianghu Robotics, which focuses on integrated joints with enhanced performance [6].