Nvidia, Horizon Robotics account for 80% of self-driving chips enabling NOA in China

Annie Huang, Taipei; Peng Chen, DIGITIMES Asia 0

Credit: Horizon Robotics

China-based autonomous driving chip developer Horizon Robotics is showcasing solutions for smart driving and advanced driver assistance systems (ADAS) powered by its Journey chip series at IAA Mobility 2023. The company said deliveries of the Journey chips are approaching four million units.

Horizon is demonstrating the forward-looking smart camera jointly developed with tier-1 supplier Aptiv at IAA. The solution is enabled by Horizon's Journey 2 chip. The nDrive series of domain control products from China-based Joynext Technology are also presented. The products are based on the Journey series.

Horizon recently announced that it will strategically partner with Stradvision for ADAS solutions.

Data from China's Gaogong Intelligent Automobile Research Institute showed that in the first half of 2023, Nividia and Horizon took up over 80% of chips enabling navigate on autopilot (NOA) in China's high-end vehicles. Nvidia accounted for 52.57% and Horizon accounted for 30.71%. Other major chip suppliers were Texas Instruments (TI), Mobileye and Huawei.

In the first six months of 2023, China saw deliveries of passenger cars equipped with NOA rise by 108.98% year-over-year to 209,400 vehicles. The number of car models enabling NOA was more than 50, growing more than twice from 2022.

Horizon previously announced that over 20 vehicle models with NOA are based on its Journey series. The vehicles have a wide price range from CNY150,000 (US$20,516) to CNY400,000.

According to Horizon, deliveries of its Journey series are close to four million units. The Journey 5, which went into mass production in September 2022, has seen deliveries surge to over 200,000 units. The monthly delivery has surpassed 20,000 units.

Yu Kai, founder and CEO of Horizon, said China has become the top chip battlefield as cars get smarter. Nvidia, Qualcomm, Mobileye, Horizon and TI all chose to begin mass production of their most advanced chips first in the country. Many of the chips go to domestic car brands.

Yu said Chinese car brands would have to develop their technology to meet domestic demand. They must build a leading position in China before competing globally.