Horizon ships 2.2 million Journey chips in H1 2026 and guides to more than 5 million for the year

Horizon Robotics/Journey 6 chips

Horizon Robotics shipped about 2.2 million Journey chips in the first half of 2026, up 12.1% despite a weak car market, on revenue of RMB 2.055 billion (up 32.9%). It expects more than 5 million chips this year and about 7 million in 2027. The Journey 6B entered mass production in a GAC Toyota model, and the next-generation Journey 7 is due to tape out early in Q2 2027.

• Gross margin about 66%; adjusted net loss RMB 1.67 billion; breakeven targeted around 2028
• Journey 6M is the main volume driver in H2 2026; 6B lifetime orders cited above 20 million units
• 24 brands and nearly 60 export models; partners include Bosch, Denso and Astemo
• Journey 7 targets Level 3/4 driving