As 2025 draws to a close, a flurry of rankings in the autonomous driving sector have been released. Among them, the latest 2025 autonomous driving computing chip ranking from Gaogong Intelligent Automotive Research Institute clearly outlines the current competitive landscape: the Matthew effect is evident in the overall market, with advantages highly concentrated among the top players in the autonomous driving chip sector. Leading players, leveraging integrated hardware and software solutions to enter the high-end autonomous driving market, are showing significant growth momentum. Data reveals that in the ADAS front-view integrated module and small domain controller computing chip segment, Horizon Robotics (09660) commands nearly half the market with a 47.66% share, topping the ADAS market share ranking among independent brands for two consecutive years. Together with the second-ranked Mobileye, they account for seventy-five percent of the market. Manufacturers ranked third to fifth, meanwhile, share less than 20% of the market share. It is reported that Horizon Robotics' Journey 6B is rapidly penetrating the ADAS market; products developed by Bosch and Zongmu Technology based on this chip have already secured design wins from automakers. Collaborations with leading Tier 1 suppliers like NavInfo and Continental have also resulted in design wins, accumulating over 10 brands in total, suggesting the leading advantage will be further consolidated. The high-end autonomous driving computing chip market supporting urban NOA experienced a major boom in 2025. Data shows that the delivery volume of passenger vehicles in the Chinese market (excluding imports and exports) with factory-standard (including limited-time free promotions) urban NOA reached 2.0709 million units, a sharp increase of 155.83% year-on-year, with the penetration rate rising to 15.18%. The urban NOA function is gradually penetrating into mid-to-high-end mainstream price segments, effectively driving volume for high-end autonomous driving computing platforms. In the urban NOA computing chip market, the concentration at the top is even more pronounced, with the top three players—NVIDIA, Huawei, and Horizon Robotics—collectively holding 90% of the market share. NVIDIA remains the leader, holding approximately a 26% market share lead over second-ranked Huawei. The third-ranked Horizon Robotics, relying on the concentrated mass production and deployment of its Journey 6M/6P in 2025, became one of the fastest-growing players in terms of urban NOA market share, with the gap to Huawei's share not being overly large. Notably, as Horizon Robotics' HSD enters mass production and delivery, and it collaborates with domestic and international Tier 1 suppliers to promote the penetration of urban NOA solutions based on a single Journey 6M chip into the 100,000-yuan mass-market vehicle segment, this could trigger even more intense competition in the high-end autonomous driving market in 2026. With the maturation of end-to-end technology, breakthroughs in product experience, and the trend of cost reduction, the high-end autonomous driving market may witness a significant transformation in 2026. Against the backdrop where in-house development by automakers remains limited, players adhering to the integrated hardware and software approach,凭借 their synergistic capabilities in chips, algorithms, systems, ecosystems, and mass-production advantages, possess stronger long-term market competitiveness. Their market share is expected to continue rising, further expanding their leading advantage.
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