Horizon Robotics

Positioning

Horizon Robotics is a Chinese automotive-AI chip and toolchain maker (HKEX:9660) with FY25 revenue of RMB 3.758B (~$545M, +57.7%) at 64.5% gross margin, though a heavy R&D spend (137% of revenue) drove a large net loss by design. It shipped 4M+ Journey-series auto chips in 2025 and holds 47.7% of China's domestic-brand ADAS share; it is on this list as a robotics-compute candidate, where the RMB 201M non-auto sliver is today's relevant business and the auto-grade SoC plus toolchain is the transferable asset. A Journey 7 chip targeting Tesla-class performance is announced for next year.

Latest signals

• 31 Oct 2026Horizon Robotics will disclose two separate compute figures for its products.Pandaily
• 31 Oct 2026Horizon Robotics’ Journey 6P chip and HSD software are reportedly entering BYD’s God’s Eye B system.Pandaily
• 29 Oct 2026Volkswagen-Horizon Robotics joint venture CARIZON developed the L2++ HS8 driving-assistance solution.Yicai
• 4 Oct 2026Suzuki will use Horizon Robotics SoCs in next-generation ADAS from 2028.Nikkei xTech
• 1 Oct 2026Horizon Robotics released HSD V2.1 with end-to-end reversing across all scenarios.Pandaily

26 signals name Horizon Robotics. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 17 Aug 2026[object Object]Revenue band · technode.com — 2026-08-17
• 17 Aug 2026Volkswagen Group China will roll out CARIZON driver assistance across seven electrified modelsProduct launch · technode.com — 2026-08-17
• 9 Mar 2026无问智科 and 地平线 launched EmbodiedGen digital-twin capabilities for physical-AI data generationPartnership · QbitAI 量子位
• 9 Mar 202650Partnership · QbitAI 量子位

28 facts on file. Members see all of them with the source link.

Scores, Humanoids (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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