所在赛道的空间怎么看?我们测算智能驾驶芯片SoC 2025~2030 年市场规模CAGR 达29%。从量来看,智能驾驶渗透率提升的底层逻辑是技术平权。2024 年中国乘用车销量约2300 万辆,智驾渗透率55%(约1250 万辆),主要由ADAS(L1/L2,约1000 万辆)构成。基于盖世数据我们预测,2030 年智能化渗透率近100%,其中AD 渗透率达96%(约2300 万辆)。价格维度,...
Source Link所在赛道的空间怎么看?我们测算智能驾驶芯片SoC 2025~2030 年市场规模CAGR 达29%。从量来看,智能驾驶渗透率提升的底层逻辑是技术平权。2024 年中国乘用车销量约2300 万辆,智驾渗透率55%(约1250 万辆),主要由ADAS(L1/L2,约1000 万辆)构成。基于盖世数据我们预测,2030 年智能化渗透率近100%,其中AD 渗透率达96%(约2300 万辆)。价格维度,...
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