据悉，地平线征程6B正加速渗透ADAS市场，博世、知行科技等基于该芯片开发的产品均已斩获车企定 点；与四维图新（002405）、大陆等头部tier1的合作也均获得车企定点，累计定点超10余家品牌，未来 头部优势还将进一步巩固。 消息面上，高工智能汽车研究院近期发布2025年智驾计算芯片榜单。数据显示，在ADAS前视一体机及 小域控计算芯片领域，地平线以47.66%的市占率独占近半壁江山，连续两年蝉联自主品牌ADAS市场份 额榜首。 地平线机器人-W(09660)午后涨超3%，截至发稿，涨2.51%，报8.16港元，成交额12.67亿港元。 ...

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]