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展示 11:在 L2+ 中,由 TOPS 测量的市场格局显示出与车辆数量类似的趋势
展示 11:在 L2+ 中,由 TOPS 测量的市场格局显示出与车辆数量类似的趋势
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伯恩斯坦:中国智能驾驶芯片季度追踪(25Q4):NOA渗透率达37%;环比上升5个百分点;L2++份额增速超越L2+-260205(英文版)(37页).pdf
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图11 - 按投资者类型划分的净交易值在SET上的分布(2020–25)
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附录9: Horizon在L2+细分市场中位居第二,并迅速扩大市场份额,按渗透车辆数量测量
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在L2++细分市场中,英伟达仍然保持领先地位。然而,自2025年第四季度以来,Horizon和高通已成为OEM的新的第 三方选择。其余的份额主要由特斯拉、华为、蔚来和小鹏的内部解决方案主导 Horizon目前提供两种L2++芯片配置:单J6P(560 TOPS)或双J6M配置(256TOPS),这两者的性能可与英伟达的Thor-U和 Orin-X媲美,但成本更低。Horizon的策略在各个细分市场中有所不同:具备HSD的J6P旨在提供高端用户体验,而双J6M则针 成本敏感的车型。到2026年,Horizon计划推出一种由单J6M驱动的L2++解决方案,能够为价格在人民币10万元左右的车辆提供城市 NOA功能。理想汽车已经通过OTA在单J6M平台上提升了城市NOA功能。这 与此同时,高通正在推动其SA8775P的极限,旨在以仅72TOPS的计算能力提供城市NOA功能。我们认为这不太可能成为主流解
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伯恩斯坦:中国智能驾驶芯片季度追踪(25Q4):NOA渗透率达37%;环比上升5个百分点;L2++份额增速超越L2+-260205(英文版)(37页).pdf
DISTRIBUTION OF EQUITY RATINGS/INVESTMENT BANKING SERVICES
EXHIBIT 29: L2+ & L2++ in functionality is closed to L3 but is still defined as ADAS. The core distinction between L2+&L2++ and L3 lies in the shift of responsibility from drivers to system/OEM
EXHIBIT 28: Long-range ADAS LiDAR in China: Market share breakdown
EXHIBIT 27: Long-range ADAS LiDAR in China: Increasing penetration and volume share breakdown
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