Core Insights - The local supply chain is reshaping the global automotive industry landscape through technological breakthroughs, rapid response, and cost advantages, with future competition in the smart vehicle sector focusing on ecosystem collaboration and supply chain integration efficiency [1][2] Industry Developments - The 2025 Shanghai Auto Show featured a dedicated "China Chip Exhibition Area," showcasing over 1,200 domestic automotive chips from more than 150 member units of the China Automotive Chip Industry Innovation Strategic Alliance, marking the largest participation in history [1] - Intel debuted its second-generation SDV (AI-enhanced Software Defined) SoC at the auto show, collaborating with Black Sesame Intelligence to develop an integrated cockpit and driving assistance platform, which is set to support scenarios from L2+ to L4 and aims for a reference design release in Q2 2025 [2] Competitive Landscape - The global smart driving assistance chip market is experiencing a shift as domestic chip companies like Horizon Robotics and Black Sesame Intelligence gain traction, challenging the dominance of Nvidia and Tesla [3][4] - A report from Founder Securities indicates that in 2024, the global installation volume of smart driving domain control chips is projected to reach 5.28 million units, with Nvidia's Drive Orin-X series holding nearly 40% market share and Tesla's FSD at 25.1% [3] Strategic Collaborations - Black Sesame Intelligence has initiated mass production of its first domestic single-chip central computing platform based on the Wudang C1296 chip, in collaboration with Dongfeng Motor and Junlian Zhixing [3] - Local chip companies are forming partnerships with multiple OEMs, which is crucial for driving large-scale production and ensuring supply chain security amid geopolitical factors [4] Market Positioning - Domestic chip companies are focusing on entry-level smart driving assistance systems, primarily used in vehicles priced below 200,000 yuan, while high-end products remain dominated by Nvidia [4] - The competition in high-end smart driving chips is expected to intensify in the next two to four years as urban NOA technology matures and becomes widely adopted [5]
国产汽车芯片暗战上海车展