大众汽车酷睿程报告-2025-04-企业研究

Today’spresenterofthe2ndblock

MarcusHafkemeyer

韩鸿铭

CEOofCARIZON酷睿程CEO

Ourmission

Deploystate-of-the-artandcost-competitiveautomatedassistingdrivingsolutionsseamlesslyupgradableovertheair

Agenda

CARIZONIntroduction

ADASStrategy&ProductPortfolio

ADASExperience

SystemLearningLiveDemonstration

CARIZONcombinesglobalscalewithbest-in-classADAS

JointventureofVolkswagenGroup’sCARIADandADASspecialistHorizonRobotics

60%

40%

Registeredcapital:€900mn

4

DrivenbyhighlyskilledandmotivatedteaminChinaforChina

KEYFACTS

11/2023established500+specialists

2sites

ISO9001/ISO26262/TISAXcertification

Beijing(HQ)

Shanghai

HIGHLYSKILLEDTEAM

>90%R&Dtalents

.60%fromlocalhigh-techcompanies

.70%with>5yearsofworkingexperience.>70%withMasters/PhD

PROPRIETARYTECHNOLOGY

AI/DataDrivenSoftwareandesp.ADASstackAIenhancedSystem-on-Chip(“SoC”)

AutomatedassistingdrivingsolutionsforVolkswagenGroupinChina

Developing,manufacturingandsellingADASfortheGroup’sJointVentures

OneADAS

inChina:

ADASsupplierforVolkswagen

GroupinChinaofdifferentiatedproductscoveringvariousbrands

奥迪—汽

Executingourmissionalongourcustomers’demands

Pioneeringadvancementsinautomatedassistingdrivingsolutions

Whatourcustomersdemand……andhowwedeliver

Superiortechnologyandperformance

Competitivecost

Cooperativeattitudeandstrongadaptability

L2+/L2++asstandardfrom2025andpathingthewaytowardsL3

LocalinhousedevelopmentofcustomizedAIsoftwarestack

HighlevelofflexibilitywhiledeeplyunderstandingVWGroupneeds

Agenda

CARIZONIntroduction

ADASStrategy&ProductPortfolio

ADASExperience

SystemLearningLiveDemonstration

L2+highwayNoAtoentermarketthisyear,L2++expectedfor2026

UrbanNavigatingonAutopilot(NoA)enhancedbynewChinaElectricalArchitectureCEA

L2+StandardHighwayNoAL2++StandardUrbanNoAL2++ProUrbanNoA

128

6

1

12

128

11

1

12

TOPs

CamerasRadarsUSS’s

420

11

1

12

TOPs

CamerasRadarsUSS’s

Lidars

0

0

0

Lidars

20252026

CustomerwillbeabletochoosefromvariousoptionsinA-segment

VLMReasoning

11V

420TOPs

UrbanNOA

Perception

PlanningandControl

Map&Localization

HMI

SystemState

CMPBEV

SOP:Q32026

E2EAI

BSWandMiddleware

HW

Scaleupchip

Perception

PlanningandControl

Map&Localization

HMI

SystemState

BSWandMiddleware

HW

UrbanNOA

11V

128TOPs

E2EAI

MEB/CEA

SOP:Q32026

Trimdowncameras

Perception

6V

128TOPs

PlanningandControlMap&LocalizationHMI

SystemState

BSWandMiddleware

E2EAI

MEB/CEA

SOP:Q42025

Creatingsynergies:ImprovedchipandVLMforpremiumL2++,downsizedsensorsetupforentry-levelcars

ProL2++

Increase

performance

StandardL2++

Lowercost

EntryLevelL2+

HW

L2++byleveragingAI:Fromrule-toreasoning-basedalgorithms

Decision-makingevolutionbasedonAIensuresstate-of-the-artendtoendADsolutions

AI-drivenmodel

Rule-basedmodel

50%AIdriven

0%AIdriven

0%AIdriven

Prediction&Planning

Perception

Fusion

90%AIdriven

100%AIdriven

Perception

Prediction&Planning

DegreeofAI

poweringADASstack

>90%AIdriven

E2EtransformerVisualLanguage

ModelandAssistant(VLM/VLA),

internallydeveloped

PastToday2026

Complexandrule-basedTransitorysolutionutilizingstrongReasoning-basedVLM/VLA

algorithmswithoutAIlocalAImodelsonCEAenhancesADAS

CARIZON’sADASstacktobehighlycompetitive

Near-termlaunchplannedasADASstackmaturesandbecomescostcompetitiveand“VW-reliable”

PerformanceCompetitiveness

L2+HighwayNoA

VolumePremium

CARIZON

SOP2025

Costefficiency

PerformanceCompetitiveness

L2++UrbanNoA

Premium

VolumePremium

CARIZON

ProSOP2026

Standard

Costefficiency

CARIZONL2+arriveslate,butiscost-efficient,secureand

readytodemocratizeADAS

Source:HorizonRobotics

DifferentiatedL2++stacks

outperformcost-wise

withcompetitiveperformance

HighVWstandardsdelaylaunch,butensurereliability,securityandexcellence

WorkingtowardsmarketentryofL3readysystems

CEAinnewChinaScalablePlatformCSPfeaturingfullyautomated/L3readysolutions

L2++ProNoAL2++PremiumNoAL3ready

420

11

1

560

11

3

TOPs

CamerasRadars

2*560

TOPs

CamerasRadars1

2*420or

11

5

12

0

12

1

USS’sLidars

USS’sLidars

121~3

20262027+

1.CornerRadarisoptional

CustomizedSystemonChip(SoC)tofeatureanewAIEra

Paradigmchange:Software-definedSoCabouttobecomethe“FUTUREENGINE”ofSDVs

…andimplicationforus

Emergencyofsoftware-definedrequirementsforcustomizedchipdesign…

Rule-basedSoftware

PAST

Software

followsSoC

fromsupplier

Follow

Traditional

Hardware-First

Chipmanufacturers’off-the-shelfSoC

JVpartnerHorizon

ParadigmChange

Now

expertiseinADAS

chipdesignoffering

CARIZONone

optiontoparticipateinthistechtrend

Roboticshasgreat

CustomizedSoC

EmergingAIAlgorithms

SoC

AI-drivenneuralnetwork

FUTURE

AI-driven

Software-First

follows

Define

NPU

Softwar