Core Insights - The 2025 Shanghai International Automobile Industry Exhibition, themed "Embracing Innovation for a Win-Win Future," showcases over 1,300 vehicles from nearly 1,000 companies, highlighting the rapid advancement of smart technology in the automotive sector [1][3] - The exhibition features a significant increase in the adoption of LiDAR technology, with 105 models equipped with it, representing a 46% year-on-year growth compared to the 72 models at the 2024 Beijing Auto Show [1][3] - Major automakers, including both domestic and joint venture brands, are increasingly integrating smart technologies to meet consumer demands, marking a shift towards a fully intelligent automotive era [3] Industry Trends - The exhibition covers a total area exceeding 360,000 square meters, indicating the scale and importance of the event in the global automotive industry [1] - The penetration rate of LiDAR-equipped vehicles is expected to rise, with projections indicating that by 2025, 65% of new passenger cars in China will feature L2-level or higher driver assistance systems [3] - The presence of joint venture brands like FAW Toyota and SAIC Volkswagen adopting advanced LiDAR technology in their new models signifies a competitive response to the growing demand for intelligent vehicles in the Chinese market [3] Company Highlights - Supertone's LiDAR technology is featured in over 53 models at the exhibition, accounting for more than 50% of the total LiDAR-equipped vehicles, showcasing its market leadership [1][3] - Hesai's LiDAR is present in 31 models, representing a 29.5% share, while Huawei's models account for 10.5%, indicating a competitive landscape among technology providers [3] - The introduction of new models like the bZ5 and ID.ERA by joint venture brands reflects a strategic move to leverage smart technology in response to evolving consumer preferences [3]
2025上海车展超百款车型搭载激光雷达展出，速腾聚创搭载量占比过半