Momenta曹旭东:智能驾驶上半场格局将定,下半场将迎来超级玩家
Zhong Guo Jing Ji Wang·2025-10-17 03:45

Core Insights - The CEO of Momenta predicts that the market landscape for urban assisted driving will be established by next year, with only two to three companies dominating in China and three to four globally [1] - The transition from assisted driving to fully autonomous driving will occur in the second half of the market evolution, with existing players continuing to compete while new super players may emerge [1] Industry Outlook - The first half of the intelligent driving market is characterized by a focus on urban assisted driving, which is expected to solidify in 2024 [1] - The second half will see a shift towards fully autonomous driving, indicating a potential for significant market evolution and the entry of new competitors [1]

Momenta曹旭东:智能驾驶上半场格局将定,下半场将迎来超级玩家 - Reportify