NVIDIA leads, Horizon (09660) rises, forming a "dual-strong" pattern in the smart driving chip market.

Recently, the installation data of domestic passenger car ADAS domain control chips in April 2026 was released. According to NE Times New Energy data, the total installation of ADAS domain control chips for passenger cars in April reached 600,000 units, with NVIDIA ranking first with over 300,000 installations and a market share of 50.9%; Horizon (09660) surpassed Huawei and Tesla, rising to second place with over 80,000 installations and a 13.6% market share. The industry is forming a "dual strong" pattern with NVIDIA and Horizon leading the smart driving chip industry. Industry concentration is increasing, forming a "dual strong" pattern for smart driving chips Data shows that the top two, NVIDIA and Horizon, together hold 64.8% of the total top 8 installations, with NVIDIA alone accounting for 50.9%, approximately half of the total top 8 installations; the remaining six companies account for only 35.2%. Industry analysis believes that the ADAS domain control chip market has formed a "dual strong" pattern, with international chip giants and domestic smart driving suppliers leading the way, while car manufacturers have diverse self-developed solutions. Horizon's market share has risen against the trend, solidifying its leading position in domestic smart driving chips It is worth noting that Horizon's market share continues to rise. From January to February this year, Horizon's market share was 9.3%, ranking fourth; in March, it rose to 11.6%, surpassing Huawei to come in third; in April, it further increased to 13.6%, surpassing Tesla and rising to second place. From January to April, Horizon's market share has cumulatively increased by over 4 percentage points. Data shows that from January to April 2026, domestic passenger car sales in narrow terms dropped by 18.5%, but Horizon achieved growth against the trend, showing strong growth momentum. Horizon's high growth is closely related to the full-stage deployment and implementation of its Journey 6 series chips. Journey 6 is the only series of computing solutions in China that meets the needs of mass production for intelligent driving at all stages, with partnerships from over 25 car manufacturers and over 100 models. Furthermore, Horizon's full-scenario ADAS system HSD, based on Journey 6, is continuously in mass production and implementation on vehicles, further driving up chip shipments. Currently, HSD has partnered with as many as 10 car brands domestically and internationally, with over 20 models in designated cooperation. The continuous growth of the urban NOA market provides ample room for the development of domestic smart driving chips, and Horizon's rapid rise demonstrates the technical strength and industrial potential of domestic smart driving chips. As of August 2025, Horizon's Journey family has accumulated over 10 million sets in mass production, leading China's assisted driving solutions to achieve the largest scale of mass production. Horizon has become the first domestic smart driving technology brand to surpass the 10-million-level mass production milestone. Currently, the brand cooperation ecosystem is comprehensive, with partnerships with over 40 car manufacturers and brands, deploying over 400 models, making it a unanimous choice for the top 10 car companies in China. Over 300 models have been put into mass production and released to serve over six million car owners, continuously leading the way in the Chinese smart driving race. With the steady increase in market share of domestic onboard chips, the localization and industrialization of intelligent driving are steadily accelerating.