地平线机器人-W:汽车智能计算平权的公约数(智联汽车系列之42暨AI硬件系列之3)

申万宏源研究
21 Apr

本篇报告旨在阐明地平线机器人成为“汽车智能计算平权公约数”的原因。具体分析其战略演化、团队禀赋、软硬结合的技术优势、开放生态。从辅助驾驶,探索机器人通用平台愿景。公司创业之初的定位为“机器人时代的微软+英特尔”,布局泛在的AIoT 场景。于2019 年发生战略转折。地平线意识到须深耕单一垂直场景(汽车有足够大规模)以反向推动通用平台的形成,从此开启量产积累期。截至2024年底,地平线在中国OEM ...

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