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“The industry will eventually converge. Converge until 80% of OEMs will cooperate with suppliers, and 20% of Tajian car manufacturers will do vertical self-research.” On September 15, Yu Kai, founder and CEO of Horizon, gave his own judgment on the current controversy in the automotive industry about “self-development of intelligent driving or supplier cooperation” in an interview with reporters. According to Yu Kai, as the intelligent driving industry gradually matures, an open division of labor will eventually become mainstream, and only a few leading car companies will insist on vertical self-research. At the same time, third-party vendors themselves will also experience a round of elimination and concentration. “In the end, I don't think there will be more than two or three suppliers of core technology for autonomous driving in the world. There will be a high degree of convergence, just like mobile phone basebands.” Yu Kai said.

Zhitongcaijing·09/16/2026 11:25:13
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“The industry will eventually converge. Converge until 80% of OEMs will cooperate with suppliers, and 20% of Tajian car manufacturers will do vertical self-research.” On September 15, Yu Kai, founder and CEO of Horizon, gave his own judgment on the current controversy in the automotive industry about “self-development of intelligent driving or supplier cooperation” in an interview with reporters. According to Yu Kai, as the intelligent driving industry gradually matures, an open division of labor will eventually become mainstream, and only a few leading car companies will insist on vertical self-research. At the same time, third-party vendors themselves will also experience a round of elimination and concentration. “In the end, I don't think there will be more than two or three suppliers of core technology for autonomous driving in the world. There will be a high degree of convergence, just like mobile phone basebands.” Yu Kai said.