Core Event: 15 Million Chips Shipped and HSD V2.1 Launch
Horizon Robotics held a ceremony in Shanghai Lingang on September 15, 2026, to celebrate its 15 millionth chip shipment, while announcing key developments:
- The 15 millionth Journey® chip will be搭载 on FAW-Volkswagen’s new ID. AURA T6 model
- HSD V2.1 release imminent, featuring a new full-scenario reverse driving feature with end-to-end trajectory output
- HSD V2.0 launched in June 2026, centered on “any-point-to-point routing, all-dimensional collision prevention”
- ID. AURA T6 serves as FAW-Volkswagen’s strategic flagship for its EV 2.0 era, first搭载ing the Journey 6H chip
- Horizon CEO Dr. Yu Kai became the ID. AURA T6’s 001 customer
- HSD will搭载 on a top-tier new energy manufacturer’s vehicle within 2026
Market Position and Scale: From Follower to Leader
Horizon completed an 11-year journey from market follower to leader:
- Founded in 2015, specializing in deep neural network computing
- Journey 6 series achieved mass production in 2025
- Journey family cumulative shipments exceed 15 million units, powering over 8 million vehicles daily
- Over 100 billion kilometers of real-world driving data collected across global conditions
GGII data shows Horizon’s 2026 H1 market performance:
- First to surpass 50% share in Chinese brand ADAS chips (nearly 2x second-place)
- 22.8% share in Chinese brand city NOA chips, up 5 pts YoY, ranking second industry-wide
- One in three smart-enabled Chinese-branded cars搭载s Horizon chips
FAW-Volkswagen VP Wang Shengli called the partnership a milestone for foreign joint-venture localization of intelligence, noting that “only chips that have survived 15 million unit mass production testing deserve Volkswagen’s quality standards.”
HSD System Evolution and Capability Comparison
| Version | Release | Core Capabilities | New Features |
|---|---|---|---|
| HSD V2.0 | June 2026 | Any-point-to-point, all-dimensional collision prevention | — |
| HSD V2.1 | Imminent | End-to-end trajectory output | Full-scenario reverse driving |
HSD V2.1 builds upon V2.0 with “accelerated performance improvements,” particularly for parking assistance and narrow-space maneuvering.
Industry Impact and Recommendations
Early adopters should watch:
- Budget-conscious buyers of 100k RMB fuel SUVs: Horizon partner HCT智驾新程 brings city NOA to accessible price brackets
- Volkswagen brand enthusiasts: The ID. AURA T6 as strategic flagship warrants attention
- Existing Horizon-搭载ing vehicle owners: Potential HSD V2.1 OTA upgrades may enhance functionality
Consider waiting if:
- Full-scenario reverse driving is essential: Await V2.1’s official launch and搭载ing vehicle availability
- Budget-constrained high-advancement seekers: Watch for HSD搭载ing from a top-tier new energy maker later this year
In Closing
The 15 million unit milestone represents more than scale—it signals智驾平权’s transition from vision to reality, as high-level driver assistance loses its luxury-car exclusivity. By combining BPU architectural evolution with open ecosystem collaboration, Horizon is redefining how Chinese smart driving chips deliver value and safety at scale.