报告指，进入2025年，一方面中国自主车企大力推进“智驾平权”，推动高速NOA搭载车型价格段的下探;另一方面龙头新能源车企在端到端架构基础上推进算法的继续演进，两端发力促进智驾芯片实现量价齐升。在此背景下，本土智驾芯片供应商进一步崭露头角，凭借性价比芯片产品和自身量产经验积极拓展客户，同时受益于国产替代趋势，有望实现份额加速扩张。该行根据Frost & Sullivan测算，2023年全球车规级SoC市场规模已达579亿元人民币(下同)，到2028年将成长至2，053亿元，复合增长率29%。而中国作为汽车智能化的重要参与者，2023年车规级SoC市场规模为267亿元，到2028年将增长至1，020亿元，占全球市场份额的50%。
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