Industry Revenues:

• Automotive Industry: 60%
• Consumer Goods Technology: 25%
• Industrial Automation: 15%

TOP 3 Markets:

• China: 50%
• USA: 30%
• Europe: 15%

Horizon Robotics generates the majority of its revenues from the automotive industry, particularly by providing AI solutions for autonomous vehicles. The largest market is China, attributed to the strong demand for advanced driver assistance systems and strategic partnerships with leading automakers.

In the USA and Europe, the company also holds significant market shares as it has successfully positioned its AI technologies in the consumer goods technology and industrial automation sectors there.

Production Sites: China

Horizon Robotics, a leading company in the field of artificial intelligence and autonomous driving, mainly produces its products in China. The company specializes in developing AI chips and solutions that are used in various applications, especially in the automotive sector.

By producing in China, Horizon Robotics can benefit from cost-effective production facilities and proximity to key automotive manufacturers. This enables the company to offer competitive prices while optimizing supply chains.

Focus on AI Chips for the Automotive Industry: Horizon Robotics is focusing on the development and marketing of AI chips specifically designed for the automotive industry.

Partnerships with Automotive Manufacturers: The company has formed strategic alliances with leading automotive manufacturers to integrate its technologies into their vehicles.

Expansion of Product Range: Horizon Robotics plans to expand its product range to cover new use cases in autonomous driving and intelligent vehicles.

Horizon Robotics is pursuing a growth strategy that is heavily focused on the automotive industry, particularly through the development of specialized AI chips. These chips are designed to enhance the performance and efficiency of autonomous driving systems. By partnering with major automotive manufacturers, the company gains access to a broad market and can directly integrate its technologies into the vehicles of the future.

Additionally, Horizon Robotics is working to diversify its product range to address further applications in the field of intelligent mobility. This could position the company to benefit from the increasing demand for advanced driver assistance systems and autonomous driving technologies.

Main raw materials: Semiconductors, electronic components, rare earths
Main importing countries: China, Taiwan, South Korea, Japan

Horizon Robotics is a leading company in the field of artificial intelligence and chip development for autonomous vehicles. The production of these chips requires a variety of raw materials and components, especially semiconductors and electronic components. These are mainly imported from Asian countries known for their strong semiconductor industry.

China and Taiwan are significant suppliers of semiconductors and electronic components. South Korea and Japan also supply important materials, especially rare earths, which are essential for the production of high-performance chips. These countries are strategic partners for Horizon Robotics to ensure the supply of critical materials.

Market share in China: 20% (2024, estimated)
Research and Development (R&D) expenses: 25% of revenue (2024)
Partnerships: Collaboration with leading automotive manufacturers such as BYD and Volkswagen

Horizon Robotics has established itself as one of the leading providers of AI chips for autonomous vehicles in China. With an estimated market share of 20% in 2024, the company demonstrates a strong presence in the competitive Chinese market.

A key competitive advantage of Horizon Robotics lies in its high R&D expenses, which account for approximately 25% of its revenue. These investments enable the company to continuously develop innovative products and enhance its technology.

Additionally, Horizon Robotics has formed strategic partnerships with major automotive manufacturers such as BYD and Volkswagen, which not only facilitate market penetration but also strengthen trust in the quality and reliability of their products.

Overall, these factors position themselves as significant competitive advantages that help Horizon Robotics to establish itself in a dynamic and rapidly growing market.

Institutional Investor Share: 45% (estimated 2025)
Insider Buys/Sells: No significant activities reported (2025)

The institutional investor share in Horizon Robotics is estimated to be around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term growth strategy.

In 2025, no significant insider buys or sells were reported. This could suggest that the management and other insiders are currently not making significant changes to their holdings, which is often interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Horizon Robotics: 8% (2025, estimated)

Top competitors and their market shares:

1. NVIDIA Corporation: 25%
2. Qualcomm Incorporated: 20%
3. Intel Corporation: 15%
4. MediaTek Inc.: 12%
5. Horizon Robotics: 8%
6. Renesas Electronics Corporation: 7%
7. Texas Instruments Incorporated: 5%
8. Samsung Electronics Co., Ltd.: 4%
9. Broadcom Inc.: 3%
10. Infineon Technologies AG: 1%

Moat of Horizon Robotics:

In recent years, Horizon Robotics has made a name for itself through its specialization in AI chips for autonomous vehicles and intelligent systems. The company's moat lies in its advanced AI technology and the ability to provide tailored solutions for specific applications. This has helped Horizon Robotics to position itself in a competitive market.

In comparison to larger competitors like NVIDIA and Qualcomm, which have extensive resources and a broader product portfolio, the moat of Horizon Robotics is less pronounced. These larger companies have the advantage of a stronger brand presence and a wider customer base.

However, Horizon Robotics offers a certain competitive advantage through its focus on specialized AI applications and partnerships with leading automakers. Continuous innovation and adaptability to new market requirements could further strengthen the company in the coming years.

Revenue Growth: 22% (2024) Research and Development Ratio: 35% of revenue (2024) Market Share in AI Chips Sector: 15% (2024)

Horizon Robotics achieved an impressive revenue growth of 22% in 2024, driven by the increasing demand for AI chips and solutions. The company is heavily investing in research and development, with 35% of revenue allocated to this area. This demonstrates Horizon Robotics' commitment to expanding its technological capabilities and developing innovative products.

With a 15% market share in the AI chips sector, the company is positioned as a significant player in a rapidly growing market. Continued investments in research and development could help Horizon Robotics further strengthen its market position and explore new business opportunities.

Overall, the strong growth momentum and strategic focus on innovation suggest that Horizon Robotics is well positioned to benefit from the growing demand for AI technologies. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend payment: No dividend (as of 2025)

Horizon Robotics, listed on SEHK:9660, currently does not pay a dividend. The company is in a strong growth phase and reinvests its profits in research and development as well as in expanding its business activities.

In the technology sector, especially in companies focusing on artificial intelligence and autonomous systems, it is common for dividend payments to be deferred in favor of investments in future growth. Therefore, investors should not focus on short-term dividend yields, but rather on long-term capital growth.