Core Insights - The autonomous driving chip market is experiencing a significant concentration of market share among leading players, with Horizon Robotics dominating the ADAS market with a 47.66% share, followed by Mobileye [1] - The market for high-level autonomous driving chips supporting urban NOA is expected to see explosive growth in 2025, with a year-on-year increase in delivery volume of 155.83% [1] - The top three players in the urban NOA chip market—NVIDIA, Huawei, and Horizon—hold a combined 90% market share, indicating a strong competitive landscape [2] Market Dynamics - Horizon Robotics has maintained its position as the leading player in the ADAS market for two consecutive years, capturing nearly half of the market share, while the top five players collectively hold less than 20% [1] - The urban NOA market is characterized by rapid growth, with Horizon's products based on the Journey 6M/6P chips gaining traction and increasing market share [2] - The trend of decreasing costs and improved product experiences is expected to lead to a significant shift in the high-level autonomous driving market by 2026, with players focusing on integrated hardware and software solutions likely to gain a competitive edge [2]
地平线(09660)霸榜ADAS市场，高阶全面爆发，2026高阶智驾竞争或迎大变局