城市NOA第三方智驾供应商Momenta市占率超60% 中国智驾全球竞争力跃升

Core Insights - The popularization of intelligent driving in China is entering a critical phase in 2025, transitioning from "production accumulation" to a "scale explosion" cycle [1] - The penetration rate of urban NOA (Navigation on Autopilot) hardware in domestic passenger cars has reached 2.392 million units in the first ten months of 2025, marking a year-on-year increase of 62.8% [1] - Third-party intelligent driving suppliers like Momenta and Huawei are gaining market leadership and global recognition, enhancing the competitiveness of China's intelligent driving supply chain [1] Market Share Analysis - From January to October 2025, Momenta and Huawei's HI model together captured over 80% of the urban NOA third-party intelligent driving supplier market, with Momenta holding a market share of 60.2% and Huawei at 20.6% [3] - Leading suppliers have achieved rapid technological iteration and efficient replication across models and brands due to early production layouts and scalable engineering capabilities [3] Trends in Adoption - The acceleration of urban NOA penetration in 2025 is driven by three factors: technological maturity, increased supply, and awakened demand [5] - Domestic brands like BYD, Geely, and Chery are key drivers of this penetration, implementing a "main model standard configuration" strategy to bring advanced driving features to lower-priced vehicles [5] - Global brands such as Toyota, Nissan, and Mercedes-Benz are collaborating with top Chinese intelligent driving suppliers to enhance their smart transformation, indicating the global recognition of China's intelligent driving solutions [5] Competitive Focus - The competition in urban NOA has shifted from "whether features are available" to "experience is king," with a focus on providing a safe and reassuring high-level driving experience [5] - Momenta is leveraging "reinforcement learning + end-to-end architecture" combined with production data to enhance the driving experience, with its R6 model being the first to achieve mass production based on reinforcement learning [5][6] Strategic Positioning - 2025 is a pivotal year for urban NOA in China, marking the transition from "usable" to "user-friendly" and from niche markets to widespread adoption [6] - Leading suppliers like Momenta and Huawei are not only enhancing domestic market experiences but also actively participating in the global restructuring of the intelligent driving supply chain, providing a "Chinese solution" for the global automotive industry's smart transformation [6]