Japanese Automakers Adopt Chinese Automotive Chips

Japanese automakers Toyota, Suzuki and the Volkswagen Group are increasingly adopting Chinese-made automotive SoC chips from Horizon Robotics, with Toyota expected to install the products in mass-produced models from about 2028–2029. Horizon said in December it received orders for 10 million SoC units, and partnerships with suppliers including Denso and Bosch aim to integrate the chips into ADAS systems. Automakers weigh cost advantages against China-related security and global usability concerns.
Key Points
- 1Adopt Chinese SoC: Toyota, Suzuki, Volkswagen select Horizon Robotics chips for vehicles globally starting around 2028-2029
- 2Highlight cost and integration: Horizon’s SoCs offer price competitiveness and integrated SoC performance across ADAS features
- 3Signal supply-chain shift: Automakers must balance lower costs against China-related security and global usability concerns
Scoring Rationale
Strong industry relevance and procurement shift; limited by single-source reporting and uncertain global usability implications.
Sources
Public references used for this report.
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