中汽协发布《2025城市NOA汽车辅助驾驶研究报告》

Core Insights - The report highlights the significant development of urban Navigation Assisted Driving (NOA) as a new competitive frontier for China's automotive industry, driving a transformation in the global industrial ecosystem [1] Market Overview - From January to November 2025, the cumulative sales of passenger cars equipped with urban NOA reached 3.129 million units, with a market penetration rate of 15.1%, an increase of 5.6 percentage points compared to the entire year of 2024 [2] - Domestic brands led the smart driving wave, contributing 2.5373 million units, accounting for 81.1% of total sales, while global brands like Mercedes-Benz, BMW, Audi, and Toyota are collaborating with leading Chinese technology suppliers [2] Competitive Landscape - The market is characterized by a "dual-driven" model of "in-house development" by car manufacturers and "third-party collaboration" [4] - In the third-party supplier market, Momenta and Huawei dominate, holding approximately 80% of the market share, with Momenta leading at about 61.06% and Huawei at 19.76% [4] Technological Advancements - The report emphasizes that technological iteration is the fundamental driving force of industry development, with end-to-end large models leading the transformation of smart driving system architecture [6] - Companies like Tesla and Li Auto have achieved mass production of "one-piece" end-to-end models, while Huawei's architecture enhances complex scenario processing through cloud-vehicle collaboration [7] Future Outlook - The report anticipates that by 2030, high-level autonomous driving functions will achieve large-scale market application, with urban NOA expected to become a mainstream configuration, potentially generating trillions in industry growth [8] - It identifies challenges such as the need for breakthroughs in core technologies, data security, and the establishment of a regulatory framework, proposing five key development recommendations [8]