2024中国NOA功能技术发展路线洞察分析报告：千帆竟发，勇进者胜

Industry Investment Rating - The report does not explicitly provide an industry investment rating [1] Core Views - The penetration rate of high-speed NOA (Navigate on Autopilot) is expected to reach 8.5% in 2024, with a market size of 19 billion RMB, projected to exceed 300 billion RMB by 2030 [9] - High-speed NOA is becoming a standard feature for domestic automotive brands, with the price of vehicles equipped with this feature dropping below 150,000 RMB [27] - The cost of high-speed NOA solutions can be controlled within 10,000 RMB, with potential for further reduction to 5,000 RMB in the future [33] - The "arms race" for LiDAR in urban NOA has ended, with a single LiDAR sufficient for functional safety, and prices expected to drop to 1,500 RMB by 2025 [3] - Traditional rule-based control systems are being replaced by AI-driven systems, enhancing adaptability and flexibility in decision-making [3] NOA Function Development and Technology Segmentation - The penetration rate of L2+ intelligent driving functions in China is expected to reach 8.5% in 2024, with urban NOA penetration projected to reach 25% by 2030 [9] - High-speed NOA is becoming a standard feature for domestic automotive brands, with urban NOA in a rapid deployment phase [13] - The market size for NOA functions is expected to reach 19 billion RMB in 2024, with a projected growth to over 300 billion RMB by 2030 [9] NOA Function Technology Route Comparison - High-speed NOA is transitioning from technology-driven to cost-driven development, with the price of vehicles equipped with this feature dropping below 150,000 RMB [27] - The mainstream hardware configuration for high-speed NOA includes 10/11V + sub-150TOPS chips, with potential for further cost reduction [29] - The cost of high-speed NOA solutions can be controlled within 10,000 RMB, with potential for further reduction to 5,000 RMB in the future [33] - New entrants in the high-speed NOA market are adopting pure vision solutions, focusing on high-cost performance differentiation [37] NOA Function Market Competition and Cooperation Models - The competition in the high-end intelligent driving market is intensifying, with suppliers focusing on AI capabilities to meet OEM demands [78] - Four types of solution providers dominate the NOA intelligent driving function market: strong AI tech companies, L2/L2+ solution providers, L4-descended solution providers, and chip solution providers [81] - Full-stack self-research enables autonomous control, while cooperation can shorten development cycles [84] NOA Function Technology Development Trends - End-to-end architecture is simplifying traditional driving solutions, integrating perception, decision-making, and control processes [87] - High-end models continue to adopt multi-sensor fusion routes, while mid-to-low-end models are gradually trying pure vision solutions [96] - The choice of sensor types for new models in the second half of 2024 is determined by vehicle positioning and cost budgets [99] NOA Function Market Competition and Industry Landscape - The development of NOA functions has led to increased competition among LiDAR manufacturers, map providers, and data annotation companies [78] - The market is expected to become more concentrated, with companies that can quickly respond to OEM demands and possess AI capabilities standing out [104]