Canalys' most recent report anticipates that by 2025, the adoption of L2 and higher-level autonomous driving features in China's market will reach 62%. Specifically, the report projects that the penetration of highway Navigate on Autopilot (NOA) and urban NOA will stand at 10.8% and 9.9%, respectively. Notably, between 2027 and 2028, the growth rate of urban NOA is expected to outpace that of highway NOA, signaling a significant transformation in the market structure that will consequently reshape the competitive landscape for System on Chips (SoCs).
