According to CITIC Securities, the domestic penetration rate of mid-to-high-level intelligent driving technology is anticipated to double by 2025, fueling an additional market worth 35 billion yuan. This growth will benefit four key segments: chips, controls, sensors, and connectivity, with chips and controllers experiencing particularly significant market resilience. Given that independent automakers are set to intensify their intelligent driving strategies in 2026, the industry's prosperity is expected to continue to soar. Currently, focus should be directed towards two primary areas: BYD's supply chain and chip localization initiatives.
