Horizon Robotics-W: High Compute + HSD Architecture Are Entering a Multi-Year Ramp-Up
Horizon Robotics is moving into a decisive scale-up phase, and this update highlights why the market should not ignore it.
The key catalyst is computing power + full-stack architecture advancing simultaneously.
The Journey series has now shipped over 10 million SoCs, covering more than 40 OEMs and 400 models, making Horizon one of the most widely deployed intelligent-driving chip suppliers in China.
The newly mass-produced Journey 6 platform spans 10–560 TOPS, positioning it as the only domestic solution capable of supporting L2 to full-scenario urban assisted driving on a single architecture.
At the same time, the company’s HSD software-hardware integrated ADAS stack is entering a rapid commercialization cycle. It has already secured 10 OEMs and 20+ models, including Exeed ET5 and Fengyun T9L, with analysts expecting installation volumes to expand sharply from 2026 onward.
Revenue is forecast to grow 50%+ annually in 2025 and 2026, with gross margin improvement driven by the Journey 6 ramp.
For investors, the central question is straightforward:
As China’s ADAS penetration rises and computing power requirements shift upward, is Horizon positioned to become one of the core beneficiaries of the next intelligent-driving upgrade cycle?@TigerStars @Tiger_comments @TigerObserver
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