From：Internet Info Agency 2026-06-09 07:59:00
In 2025, the penetration rates of urban and highway NOA (Navigation on Autopilot) in China's passenger vehicle market are expected to reach 14% and 15%, respectively, significantly boosting shipments of high-to-mid computing-power autonomous driving chips, LiDAR systems, and autonomous driving domain controllers. This growth is driving substantial revenue increases for leading companies in these segments. Meanwhile, commercialization of Level 4 (L4) autonomous driving is accelerating, with multiple companies already achieving economic returns from flagship projects and actively expanding their business scale and exploring new business models. By 2026, all segments of the autonomous driving supply chain are expected to continue advancing technology development and product deployment, enabling the broader intelligent automotive ecosystem to further benefit.
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