China Auto Manufacturers_ China-Mobileye Tracker
-·2024-12-03 14:08
29 Nov 2024 05:31:44 ET │ 9 pages China Auto Manufacturers China-Mobileye Tracker CITI'S TAKE We track NEV models adopting Mobileye EyeQ4/Q5 ADAS chip, with the sales of NEV equipped with MBLY ADAS chip reaching 592,873/461,982 units in FY23/10M24 (+54.1%/+1.0% YoY) as shown in Figure 2. We observe the sales of NEV models adopting MBLY ADAS chip as % of total NEV PV in China dipped to 5.0% in 10M24, from 6.7% in FY23. By brand, Volkswagen / Zeekr / BMW / GWM Ora contributed significant shares of 32.2%/23.4% ...