Autonomous Driving Chip and LiDAR Global Hegemony: NVIDIA and Mobileye vs. Horizon Robotics and Hesai

Hi, this is DatumDraft. Every time you open the tech news lately, a flood of unfamiliar names and numbers spills across the screen. One headline talks about NVIDIA Orin and Thor hitting thousands of TOPS, the next covers Mobileye’s efficiency, and another points out that Chinese companies like Horizon Robotics and Hesai are taking over … Read more

China Automotive Supply Chain Analysis: 12 Tier 1 Suppliers Behind Tesla, Xiaomi, and BYD

Hi, this is DatumDraft. The real threat of the Chinese electric vehicle industry does not come from consumer brands like BYD or Xiaomi. It comes from the local supply chain that allows a smartphone company to engineer, validate, and mass-produce a 600-horsepower electric sedan in less than three years. Yet when engineers or investors look … Read more