[News] Chip to be the Game Changer in EV Market, Battery Becomes the Past

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On April 24, Horizon Robotics, a Chinese autonomous driving solution provider,  officially released six chips of Horizon Journey™ 6 series, supporting low, medium, and high-scale intelligent driving applications. Among them, the Journey 6E/M chips feature computing power of 80 TOPS and 128 TOPS respectively; while the Journey 6P chip is suitable for intelligent driving in all scenarios, with a computing power of up to 560 TOPS.

The first cooperative auto companies and brands for the Journey 6 series chips include SAIC Moto, Volkswagen Group, BYD, Li Auto, GAC Group, Deepal, BAIC Group, Chery Auto, EXEED, VOYAH, as well as multiple Tier1, software, and hardware partners. Horizon stated that the Journey 6 series will start delivery of the first mass-produced model within 2024 and is expected to achieve mass delivery of over 10 models by 2025.

BYD’s director Mr. Wang Chuanfu made a surprise presence at the product launch. Assuming the development of new energy industry is a game, Wang thought that the first half of this game focused on electrification, and the second half will be on intelligence. If the first half is about batteries, then the second half will be chips.

It is reported that as early as 2021, BYD and Horizon had established a strategic cooperation relationship, and millions of BYD vehicles have been equipped with Horizon’s Journey 2, 3, and 5 series chips in 2024. As BYD will continue to integrate Horizon Journey 6 chips into its automobiles, the two parties will promote the popularization of advanced intelligent driving by deepening collaboration.

Amid the development trend of electrification and intelligence in automotive industry, intelligent driving chips will embrace vast growth. As to manufacturers, representatives from abroad include Tesla, NVIDIA, Mobileye, Qualcomm, and AMD, while Chinese manufacturers include Horizon, Black Sesame, and others.

Meanwhile, the research and production of intelligent driving chips also face technological and performance challenges. Due to the characteristics of automotive chips, intelligent driving chips are required to meet high stability and long lifespan under extreme conditions.

In addition, with the continuous development of autonomous driving technology, the performance and computing power requirements for intelligent driving chips are also constantly increasing, which requires chip manufacturers to pursue further innovation and breakthroughs in the future.

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