Global And China Autonomous Driving Soc Research Report 2025 High-Level Intelligent Driving Penetration Continues To Increase, With Large-Scale Upgrading Of Intelligent Driving Soc

(MENAFN- GlobeNewsWire - Nasdaq) China's passenger car market is surging with high-level intelligent driving technology. In 2024, domestic car sales rose to 22.84 million, featuring a 63.8% installation rate for L2+ intelligent driving SoCs. Expect large-scale upgrades in 2025 with advanced chips like XPeng's 'Turing' and NVIDIA's Thor series.

Dublin, Sept. 09, 2025 (GLOBE NEWSWIRE) -- The "Autonomous Driving SoC Research Report, 2025" report has been added to ResearchAndMarkets's offering.
In 2024, the total sales volume of domestic passenger cars in China was approximately 22.84 million, a year-on-year increase of 8.6%, which was about 3 percentage points higher than the 5.8% growth rate in 2023. Among them, the number of passenger cars equipped with L2 and above intelligent driving SoC exceeded 14.56 million, with installation rate of 63.8%, which was about 6 percentage points higher than that of in 2023.
The sales volume of China's domestic passenger cars has increased year by year, but the growth rate has slowed down. At the same time, intelligent driving SoC has been accelerating its installation in vehicles. From the perspective of intelligent driving levels:
L2.9: The most models in the 250,000-300,000 yuan price range are equipped with it. In 2024 and Q1 2025, the penetration rate has exceeded 50%; for the price range above 500,000 yuan, the penetration rate in 2024 and Q1 2025 exceeded 30%; currently, NVIDIA Orin-X, Huawei Ascend 610, Tesla FSD, etc. dominate the market. New products include NVIDIA Thor-X, Thor-U, Orin-Y, Qualcomm 8797/8397, Horizon J6P/J6M, Black Sesame Technologies A2000/C1236, RHINO Guangzhi R1, XPeng 'Turing', NIO Shenji NX9031, etc., which will be put into mass production in vehicles one after another in 2025.
L2.5: The penetration rate of models above 200,000 yuan shows an upward trend. Among them, mainstream intelligent driving SoCs include Horizon J5/J6E, NVIDIA Orin-X/Orin-N, Black Sesame Technologies A1000, TI TDA4VH/VM, Mobileye EyeQ5H and other chips.
L2: It has been dropped to models within 100,000 yuan, most of which are equipped with low-level intelligent driving SoC chip products from manufacturers such as Horizon, Axera, and Mobileye.
Entering 2025, intelligent driving SoC has entered a replacement cycle. Some automakers have begun to introduce self-developed intelligent driving SoC, such as NIO and XPeng; most automakers have upgraded their products as in the past, such as Li Auto.
Typical performance of 'Turing' AI chip:

In 2025, the intelligent driving SoC of the Max and Ultra versions of Li Auto's L-series models will be upgraded to NVIDIA Thor-U chip, with a single-chip computing power of 730 TOPS, supporting VLA large models. The core capabilities of VLA include:
Language interactive driving: Support voice commands to perform complex operations (such as 'avoid congestion' and 'find a parking space to park'), realizing anthropomorphic decision.
Scene generalization: Optimize driving trajectories through diffusion models to solve long-tail scenes (such as unmarked roads and special-shaped intersections)
The Li Auto L6 Pro will add a lidar, and the intelligent driving chip will be upgraded from Horizon J5 (1 chip) to J6M (2 chips), with computing power upgraded from 128TOPS to 256TOPS, supporting up to 12 cameras, 6 radars and lidar. According to the official statement, after upgrading the hardware, the AD Pro intelligent driving system models will be comparable to AD Max in terms of active safety capabilities.
Intelligent driving SoC chip vendors move towards high computing power chips and accelerate the deployment of full-stack self-developed algorithm IP to reduce the technical application threshold for OEMs
Chip vendors continue to introduce new products to seize the high-level intelligent driving market. NVIDIA's latest Thor chip has multiple versions, with a maximum computing power of up to 2000TOPS, and will be mass-produced one after another starting from 2025. As of June 2025, models such as Li Auto MEGA, the intelligent driving upgraded version of L-series, Lynk & Co 900, Zeekr 9X, and Xiaomi YU7 have officially announced their installation. Potential partners also include BYD, GAC, Mercedes-Benz, Hyundai, Jaguar Land Rover and other automakers.
NVIDIA Thor has four main versions: X, U, S, and Z. Among them, the Thor U with 730T computing power has attracted the most attention from passenger car manufacturers; the Thor X with 1000T computing power is mainly used in Robotaxi scenarios, and some manufacturers are considering using a single Thor X or a combination of dual Thor U to build an L3 autonomous driving system. The estimated price of Thor-X is between 600-800 US dollars.
In addition, there are two other versions. One is Thor-X-Super, which is the combination of two Thor-X chips, possibly using MCM, a process similar to Chiplet, with an estimated price between 1000-1300 US dollars. The other is Thor-Jetson, used in robotics and industrial fields, with 1000TOPS computing power, Ethernet interface bandwidth of 100GB, and an estimated price between 400-500 US dollars.
At the same time, chip vendors are accelerating the deployment of full-stack self-developed algorithm IP, and everything is ready for OEMs to use directly.
NVIDIA launched the L3 autonomous driving system NDAS (NVIDIA DRIVE AV Solution) at the GTC 2025 conference, codenamed Alpamayo. It is actually an end-to-end system. NVIDIA covers from model training, sensor simulation, traffic flow simulation, synthetic data, world model to model deployment, from VLM to VLA. The first version of NDAS was launched in April 2025, the dual Thor highway version L3 will be launched in the first quarter of 2027, and the dual Thor Urban version L3 will be launched at the end of 2027.
Qualcomm mainly promotes two product lines: Snapdragon Ride and Snapdragon Ride Flex. According to data released by Qualcomm, 2025-2026 will be a large-scale mass production window for its assisted driving projects: more than 20 ADAS/AD projects worldwide are planned to be launched within these two years, with cooperating automakers covering Chinese and foreign brands such as Leapmotor, FAW, Geely, BAIC, Chery, Volkswagen, GM, Honda, Mercedes-Benz, and BMW.

Based on the Snapdragon Automotive Platform Ultimate Edition, Qualcomm has, through model lightweight and scheduling optimization, collaborated with Tier-1 manufacturers to achieve smooth operation of 14 billion parameter (14B) large models on the local end. Autolink, Bosch, and Visteon have demonstrated solutions integrating 7 billion parameter (7B) end-side models.

Domestically, Black Sesame Technologies has launched its high computing power chip platform designed for next-generation AI models - Huashan A2000 family.

At the same time, Horizon officially launched Journey 6P (J6P). Compared with the previous generation Journey 5 (about 20 billion transistors), the transistor scale has increased by nearly 85%. Based on the newly developed BPU 'Nash' architecture, it adopts a super-heterogeneous computing core, integrating five computing modules: CPU, GPU, NPU, MCU and VPU. Cooperating with a three-level storage architecture and data transformation engine, it significantly improves the chip's processing capability for complex intelligent driving algorithms.
Key Topics Covered:
1 China Passenger Car Intelligent Driving System and SoC Configuration Strategy

• Definition of Intelligent Driving SoC
• Detailed Performance Indicators of Intelligent Driving SoC Chips
• China's Taxonomy of Driving Automation for Vehicles
• Installation Rate of L1-L4 Autonomous Driving System (Including Hardware Embedded) for Passenger Cars in China, 2022-2030E
• Installation Rate and Chip Share of L2.5 Intelligent Driving for Passenger Cars in China (by Price Range)
• L2.5 Intelligent Driving SoC Market Share of Passenger Cars in China (2024 & Jan.-Mar. 2025)
• Installation Rate and Chip Share of L2 Intelligent Driving for Passenger Cars in China (by Price Range)
• L2 Intelligent Driving SoC Market Share of Passenger Cars in China (2024 & Jan.-Mar. 2025)
• Intelligent Driving SoC Configuration Strategy of Passenger Cars by Price Range
• Sales of Passenger Cars in China (by Price Range), 2023-2024

2 Intelligent Driving SoC Market Research and Data Analysis

• Classification Logic of Intelligent Driving SoC by Level
• Intelligent Driving SoC Classification: By Intelligent Driving Level
• Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs
• Summary of Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs and Cooperation with OEMs
• Summary of High Computing Power (150-500TOPS) Intelligent Driving SoCs and Cooperation with OEMs
• Summary of Medium Computing Power (30-150TOPS) Intelligent Driving SoCs and Cooperation with OEMs
• Installations and Market Share of Intelligent Driving SoCs in Mass Production, 2022-2024
• Installations of Intelligent Driving SoCs in Mass Production (by Intelligent Driving System Level), 2022-2024
• Shipments and Market Share of Intelligent Driving SoCs in Mass Production, 2022-2024
• Installations and Market Share of Intelligent Driving SoCs in Mass Production by Vendor, 2022-2024
• Intelligent Driving SoC Cost Analysis
• Breakdown of China's Intelligent Driving SoC Shipments by Nanometer Process, 2022-2024; Share Forecast for 2030
• Intelligent Driving SoC Market Size and Revenue of Major Vendors
• China's Intelligent Driving SoC Market Size, 2022-2030E
• Global Intelligent Driving SoC Market Size, 2022-2030E
• Revenue and Shipments of Global and Chinese Intelligent Driving SoC Vendors, 2022-2024...
• Status Quo of OEMs' Intelligent Driving SoC Configurations and Their Future Planning
• OEMs' Intelligent Driving SoC Solutions and Planning

3 Intelligent Driving SoC Deployment and Self-research Strategy of OEMs

• NIO
• Xpeng
• Li Auto
• Leapmotor
• FAW Hongqi
• GAC Group
• SAIC
• BAIC Group
• Changan Automobile
• Great Wall Motor
• Dongfeng Motor
• Geely Auto
• Chery
• BYD
• Xiaomi Automobile
• Tesla
• BMW
• Volkswagen
• Audi
• Daimler Benz
• Toyota

4 Foreign Intelligent Driving SoC Players and SoC Chip Design

• Nvidia
• Qualcomm
• Mobileye
• TI
• Renesas Electronics
• Ambarella
• Intel

5 Chinese Intelligent Driving SoC Players and SoC Chip Design

• Horizon

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