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2024-2025年中国乘用车市场 L2+ 和 L2++ 月度渗透率
2024-2025年中国乘用车市场 L2+ 和 L2++ 月度渗透率
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图片大小:93KB
图片尺寸:1810*1016
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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24.19-25年6月L2++及以上车型销量及渗透率
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展览23:目前,传统OEM和本土探险者在L2++细分市场的份额明显低于其在更广泛的乘用车市场的份额,这表明有相当大的上行空间
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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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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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竞争格局
2026-02-09
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L2++:按供应商在中国销售的车辆中安装的总TOPS(百万TOPS)
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2026-02-09
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附录10: 在L2+细分市场中,NVIDIA的渗透车辆数量在2025年第四季度连续下降,而Horizon和Qualcomm扩大了其渗透数量
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2026-02-09
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展示1:在加速渗透的推动下,L2+ 和 L2++ 智能驾驶车辆的销量在 2025 年第四季度同比增长超过两倍,尽管乘用车销量疲软
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2026-02-09
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林青远博士 +852 2123 2654 qingyuan.lin@bernsteinsg.com 展览2:整体智能驾驶渗透率相比2024年12月增加10.8个百分点。L2++渗透率提升更快,部分侵占其他细分市场 来源:Gasgoo,Bernstein分析
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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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