In 2025, intelligent driving technology reaches a key node of large-scale implementation. High-level assisted driving functions expand from highway scenarios to urban scenarios, and urban NOA (Navigate on Autopilot) begins mass rollout.
From a technical route perspective, pure vision solutions and multi-sensor fusion solutions are developing in parallel. Tesla FSD adheres to the pure vision route and has also made good progress in the Chinese market. Chinese brands generally adopt multi-sensor fusion solutions with LiDAR + cameras + millimeter-wave radar.
From a market application perspective, electric vehicles above 200,000 RMB are basically equipped with L2+ level assisted driving functions, and some high-end models have already achieved L2++ or even near-L3 functions. Urban NOA functions are also expanding from first-tier cities to second and third-tier cities.
Deep integration of intelligent driving and electric vehicles is becoming an industry consensus. Electric platforms provide a better hardware foundation for intelligence, and intelligence enhances the product value and user experience of EVs.
For export enterprises, intelligent driving functions are becoming an important bargaining chip for product differentiation competition. However, different countries and regions have very different regulatory requirements for intelligent driving, requiring good localization adaptation.