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Canalys:预计2025年中国市场L2级及以上功能渗透率将达62%
Zhi Tong Cai Jing· 2025-04-29 05:52
Group 1 - The core viewpoint of the articles highlights the rapid advancement and adoption of Advanced Driver Assistance Systems (ADAS) in the automotive industry, particularly in China, with a significant increase in the penetration rate of L2-level and above functionalities expected by 2025 [1][7] - Canalys forecasts that by 2025, the penetration rates for highway NOA and city NOA will reach 10.8% and 9.9% respectively, indicating a shift in market dynamics [1] - The competition among SoC suppliers is intensifying, with platform capabilities and high performance becoming critical factors for success, as exemplified by Qualcomm's Snapdragon Ride platform [5][11] Group 2 - Major automotive manufacturers are increasingly adopting cross-platform ADAS strategies to enhance the functionality of mid-range vehicles priced between 100,000 to 200,000 yuan, aiming for a balance between performance and cost [2][6] - The Snapdragon Ride platform demonstrates strong scalability, catering to a wide range of vehicle models from budget to flagship, with the Snapdragon 8650 showcasing superior performance metrics [5][6] - Qualcomm's collaboration with various Chinese automotive brands emphasizes its ability to adapt algorithms and deliver efficient solutions tailored to local market needs [6][13] Group 3 - The fuel vehicle market is emerging as a new growth point for driving assistance systems, with traditional fuel vehicles being upgraded with intelligent features despite the rise of electric vehicles [7][8] - Qualcomm's passive cooling mechanism in the Snapdragon Ride platform is particularly suited for fuel vehicles, addressing challenges related to heat dissipation and energy consumption [8] - The trend towards centralized E/E architecture is evident, with a shift from dual-domain control to integrated solutions that balance cost and user experience [9][11] Group 4 - Chinese automotive manufacturers are focusing on global expansion, necessitating enhanced capabilities to meet local demands and ensure consistent intelligent experiences across markets [12][15] - Qualcomm supports these manufacturers by providing localized technical support and scalable hardware platforms, facilitating rapid adaptation to various regional requirements [13][15] - The collaboration between new energy vehicle brands and traditional manufacturers highlights the importance of cross-regional cooperation in meeting the growing global demand for driving assistance technologies [15]