From the first fixed point to strategic resonance: PATEO (02889) secures its first fully domestically produced integrated cabin and cockpit fixed-point order, positioning itself at the forefront of AI innovation.

PATEO's "Soft-Hard Core Cloud" full-stack strategy has taken a crucial step in the integrated cockpit and driving track. On August 11, PATEO (02889) announced that it recently received a project allocation notification from a leading domestic new energy vehicle manufacturer. The company will act as the supplier for the clients new vehicle platform, utilizing the Horizon starry sky chip solution. The announcement explicitly states that this is the industry's first high-end AI cockpit allocation with 100% domestically produced integrated cockpit chips, marking the companys transition from a leader in smart cockpits to a cross-domain pioneer in "cockpit-driving integration" and the commercialization of its AI strategy. Trust and collaboration forge the first allocation This allocation did not happen overnight, but is built on the longstanding deep collaboration between PATEO and the leading domestic new energy vehicle manufacturer, as well as Horizon. PATEO has maintained long-term deep technical collaboration and commercial cooperation with the leading domestic new energy vehicle manufacturer. The announcement clearly states that both parties are highly unified in technology routes, product planning, and ecosystem construction. Industry insiders point out that PATEO has provided smart cockpit products and services for over 50 automotive brands, including Lantu and Avita, establishing a solid foundation of trust within the high-end new energy vehicle sector. This allocation is the concrete realization of such long-term collaboration. PATEO's relationship with Horizon is also well-established. In April this year, PATEO became one of the first signed customers for the Horizon starry sky chip, and the two companies have launched strategic cooperation in areas such as integrated cockpit solutions, intelligent driving, and Siasun Robot & Automation innovative applications. More notably, Horizon is not only a technical partner of PATEO but also acts as a cornerstone investor, having voluntarily extended its lock-up period to 18 monthsthis action itself signals the deep binding and long-term mutual trust between the two parties. From AIBox to Starry Sky, PATEO's two strategic moves in AI technology stack PATEO has a clear strategic positioningan integrated automotive and mobile terminal solution provider and ecosystem builder centered on AI technology, embodying the concept of "Soft-Hard Core Cloud." Breaking down this positioning, "Soft" refers to self-developed operating systems and AI application layer capabilities, "Hard" represents the hardware platforms for intelligent cockpit domain control and integrated cockpits, "Core" indicates deep adaptation around mainstream chip platforms like Qualcomm, NVIDIA, Horizon, and Huawei, while "Cloud" signifies cloud-based AI services and closed-loop data capabilities. The integration of these four elements forms PATEO's core barrier, distinguishing it from traditional Tier 1 suppliers, emphasizing its capability as a technology platform company with full-stack system integration abilities. This mass production allocation based on the Horizon starry sky chip serves as a thorough test of the Soft-Hard Core Cloud capability. According to the announcement, PATEO's role in this project is not simply as a hardware integrator. Leveraging its full-stack technical capabilities of "Soft-Hard Core Cloud," PATEO has completed the entire system integration from the foundational system to upper-layer applications around the starry sky chip, establishing a next-generation in-vehicle interactive system that incorporates physical AI and universal intelligence, enabling intelligent features such as real-time environmental modeling, proactive travel services, and natural human-vehicle interaction. Recent research by EB SECURITIES indicates that as the AI cockpit solutions continue to progress, PATEO's per-vehicle value is expected to further rise. Coupled with the demand for deeper system integration due to the trend of integrated cockpits, PATEO is experiencing a leap in per-vehicle value from a single cockpit domain control to the integration of intelligent driving functionsthis increase stems not only from upgrades in hardware platforms but also from the expanded penetration depth of its "Soft-Hard Core Cloud" full-stack capabilities. Integrated cockpits are at the cusp of a breakthrough, driven by both policy and market forces. The sector in which this allocation is placed is on the eve of an explosion. It is expected that by 2030, the penetration rate of integrated cockpits will exceed 30%. The Gao Gong Intelligent Automobile Research Institute simultaneously points out that by 2025, the domestic market will support the delivery scale of models equipped with both high-speed NOA and intelligent cockpit configurations to reach about 6.7 million units, a year-on-year increase of over 120%. The demand for integrated cockpits is accelerating. At the same time, policy support is also accelerating. Since 2026, the Ministry of Industry and Information Technology has continuously reinforced the construction of automatic driving compliance systems, with the regulatory framework for high-level intelligent driving becoming increasingly clear. The integration of cockpits is positioned as the core structure supporting L2+ and higher levels of autonomous driving, standing at the forefront of new compliance opportunities. The shift from "dual-domain separation" to "single-core integration" elevates the integrated cockpit from a cost-driven "cost-reduction option" to a technology-driven "essential architecture." With this first mass production allocation for an integrated cockpit as a starting point, PATEO, alongside deep ecological collaboration with leading partners such as new energy vehicle manufacturers and Horizon, has completed a crucial "starting position" in this track. The company stated that PATEO is persistently breaking through along three main lines: integrated cockpits, AI commercialization, and globalization, with the first mass production allocation for an integrated cockpit merely the beginningsubsequent success in replicating this full-stack capability across more vehicle platforms will determine PATEO's ultimate positioning in the trillion-dollar intelligent automotive market.