ChinAI Newsletter

“ChinAI #265: The Race to Become China’s No. 1 Autonomous Driving Chipmaker” by Jeffrey Ding

May 13, 2024

Exploring Horizon Robotics and Black Sesame in the race to dominate China's autonomous driving chip market. The importance of local collaboration in developing high-end chips for smart cars. Insight into AI safety in China and teens' reliance on AI chatbots for emotional support.

06:35

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Quick takeaways

Horizon Robotics and Black Sesame are rivaling to dominate China's autonomous driving chip market with established market shares.

Chinese automotive OEMs are increasingly partnering with domestic chip suppliers like Horizon and Black Sesame to meet the growing demand for specialized chips in smart cars.

Deep dives

Horizon Robotics vs. Black Sesame in the Race for China's Autonomous Driving Chip Market

Horizon Robotics and Black Sesame are both unicorns competing to become China's top autonomous driving chipmakers. While NVIDIA currently dominates the market, Horizon and Black Sesame are the leading Chinese manufacturers in this segment. Horizon holds a 6.7% market share, while Black Sesame follows closely with 5.2%. Industry analysts suggest that new competitors may face significant challenges due to upfront R&D costs and technical iterations, giving established players like Horizon and Black Sesame an advantage.

Introduction

2min

The Race to Become China’s No. 1 Autonomous Driving Chipmaker

3min

Exploring AI Safety in China and Teens' Relationship with AI Chatbots

2min

Featured links

Thank you for reading and engaging

These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.

Check out the archive of all past issues here & please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).

Any suggestions or feedback? Let me know at chinainewsletter@gmail.com or on Twitter at @jjding99

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First published:
May 13th, 2024

Source:
https://chinai.substack.com/p/chinai-265-the-race-to-become-chinas

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