地平线机器人-W涨超14%,智驾芯片市场形成“双强”格局,公司HSD持续量产上车

智通财经
8 hours ago

6月29日,地平线机器人-W(09660)涨超14%,涨14.68%,报4.14港元,成交额10.67亿港元。

消息面上,根据NE时代新能源数据统计显示,4月国内乘用车辅助驾驶域控芯片装机总量达60万,英伟达以超30万的装机量、50.9%的市场份额稳居榜首;地平线超越华为、特斯拉,跃升至第二位,装机量超8万,占比13.6%。行业分析认为,当前辅助驾驶域控芯片市场已呈现 “双强”的格局,国际芯片巨头、国产智驾供应商领跑,车企自研方案多元阵营并存。

值得一提的是,地平线的高增长与其征程6系列芯片的全阶布局与落地上车密切相关。征程6是国内唯一满足全阶智能驾驶量产需求的系列计算方案,已获得超25家车企,超100款车型的定点合作,已有超40款车型量产上市。同时,基于征程6打造的地平线全场景辅助驾驶系统HSD正在持续量产上车,将进一步带动芯片出货量的提升。目前,HSD已获得国内外多达10家车企品牌的合作,累计定点合作车型超20款。

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