CITIC Securities: High growth in intelligent driving penetration in the automotive industry, with upstream and downstream profitability improving.
A report from CITIC Securities indicates a significant increase in the penetration of intelligent driving features in passenger vehicles for 2025. This trend is expected to drive substantial growth in shipments for high-computing power intelligent driving chips, lidar, and domain controllers, leading to increased revenue for leading companies in the sector. The report also notes the acceleration of L4 autonomous driving commercialization, with companies achieving profitability and expanding operations. AI
IMPACT Forecasts increased adoption of autonomous driving tech, driving demand for AI-powered automotive components.