Horizon Journey chip shipments hit 2.218 million in H1

On August 31, Horizon Robotics announced its results for the first half of 2026: revenue reached 2.055 billion yuan, while its overall gross margin remained at 66%. Shipments of Journey-series chips rose 12.1% year over year to 2.218 million units.

Behind these chip shipments are nominations for nearly 500 vehicle models, including close to 130 models with mid- to high-level intelligent-driving capabilities. Horizon is also advancing partnerships in joint-venture and overseas markets, entering the supply chains of joint-venture automakers with partners including Bosch, Denso, CoreChips, Zhijia Xincheng and Amstemon. Nominations for export models have surpassed 60, several of which feature mid- to high-level intelligent-driving hardware platforms. The company did not disclose when all of these nominated models will enter mass production, so a “nomination” still indicates confirmation of a vehicle project and does not mean the vehicles have already begun large-scale deliveries.

Horizon’s faster growth is coming from licensing and services. Revenue from this business reached 1.129 billion yuan in the first half, up 52.7% year over year, outpacing the 14.8% growth in products and solutions. Open underlying-platform licensing means providing customers with the BPU, chips, foundation models, algorithms and toolchains so automakers and partners can develop independently on the platform. The CoreChips project with Volkswagen Group is an example of this model, with the two companies planning to begin Level 3 automated-driving deliveries in the second half of 2027.

Specifically, this shifts automotive intelligence from purchasing a single chip to sharing a developable computing and software foundation. Automakers can integrate driver assistance and cockpit functions on the same platform, while suppliers can replicate the technology across more vehicle models and edge devices. The activation rate for intelligent driver-assistance functions on vehicles equipped with HSD V2.0 has exceeded 88%. The Xingkong cockpit-and-driving fusion vehicle intelligence-agent chip and KKClaw vehicle intelligence-agent operating system are scheduled for mass production in the fourth quarter of 2026, while Journey 7 is expected to officially launch in 2027. The company also said the technology is entering scenarios including embodied intelligence, autonomous logistics vehicles, home intelligence agents and electric two-wheelers through its partners,