NVIDIA takes the lead, Horizon Robotics surges, and the intelligent driving chip market forms a 'duopoly' landscape. - 富途牛牛

In April 2026, data on the installation of ADAS domain controller chips in China’s passenger vehicle market revealed that NVIDIA maintained its leading position with over 300,000 units installed, capt... Read original →

Geopolitical decoupling is accelerating China's autonomous driving chip self-reliance. While NVIDIA maintains leadership via its 3nm EUV-based Orin-X, U.S. export controls have pushed domestic automakers to embed Horizon Robotics into core supply chains. Journey 6—the only domestically developed platform passing full-stack automotive validation—is triggering cascading redesigns across sensor fusion algorithms and domain controller architectures, forcing radar vendors to optimize for its low-power heterogeneous compute units. Regulatory constraints on advanced semiconductor equipment paradoxically validate Horizon’s mature-node-plus-software-defined-hardware strategy, drastically reducing supply chain fragility. Huawei may counter by fast-tracking Ascend-based ADAS suites, while Tesla could leverage localized FSD V12 training to regain ground. Over the next 18 months, as Horizon SuperDrive scales across 20+ models, competition will shift from raw performance to ecosystem lock-in—solidifying a duopoly if Horizon secures OEM pre-development cycles.