Autonomous Driving SoC Research Report, 2025

Description

High-level intelligent driving penetration continues to increase, with large-scale upgrading of intelligent driving SoC in 2025

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.

On August 23, 2024, the world's first AI chip, XPeng's "Turing" chip, successfully taped out; it was officially mass-produced and launched in June 2025, and was first equipped on the XPeng G7 Ultra, with 3 chips installed. Among them, 2 Turing chips run the VLA model (VLA-OL with autonomous reinforcement learning capability, responsible for motion control and real-time decision, with a frame rate requirement of >=20fps), and the other 1 Turing chip (runs VLM, handles environmental perception and semantic understanding, such as road sign recognition and instruction parsing, with a frame rate requirement of 1-2fps). The Turing chips communicate through PCIe, simulating the "human brain partition collaboration" mode (VLA is the motor brain region, VLM is the cognitive brain region).

Typical performance of "Turing" AI chip:

Single chip computing power 750TOPS, equivalent to three NVIDIA Orin-X;

AI large model customization, integrating 2 self-developed neural network processing brains (NPU), 2 independent image signal processors (ISP), and adopting DSA (Domain-Specific Architecture) for neural networks;

Equipped with 40-core processor, providing strong computing support for large models and supporting the operation of large models with high parameters on the local end;

An independent safety island is set up to carry out real-time full-vehicle blind-spot-free safety detection.

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.

According to Qualcomm's official data, more than 10 Chinese automakers and Tier-1 partners are using the Snapdragon Automotive Platform Ultimate Edition (including Snapdragon 8797 and Snapdragon 8397) to build driving assistance and intelligent cockpit solutions:

On June 27, 2025, Leapmotor and Qualcomm Technologies announced that Leapmotor's flagship D series will be equipped with the Snapdragon Automotive Platform Ultimate Edition (QAM8797P), with a single-chip equivalent computing power of 640TOPS and dual-chip is up to 1280TOPS. One chip specializes in intelligent cockpit, realizing immersive voice interaction and high-definition audio-visual entertainment; the other focuses on assisted driving, supporting L3+ level intelligent driving functions, realizing in-depth integration of cockpit and driving;

BAIC confirmed that it will cooperate with Autolink and Zhuoyu Technology to promote intelligent landing based on Qualcomm's solutions.

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. From the perspective of performance indicators:

SAIC-GM plans to equip the Snapdragon 8775 chip to realize the "8-screen linkage" experience in Buick models.

14B model inference can achieve a frame rate of more than 40 FPS, which can be increased to 50-60 FPS after optimization;

The 7B model has a frame rate of 60-72 FPS, meeting real-time interaction needs, such as understanding user's voice and semantics, and building user portraits.

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

Manufactured using 7nm process, integrating multi-functional units such as CPU, DSP, GPU, NPU, MCU, ISP and CV, with a built-in self-developed "Jiushao" NPU, featuring single-chip multi-task processing capability. When the intelligent driving function is operating normally, it can desensitize, compress, encode and store the entire vehicle's data;

Including three products: A2000 Lite (urban intelligent driving), A2000 (full-scenario general intelligent driving) and A2000 Pro (high-level full-scenario general intelligent driving), which are respectively aimed at different levels of autonomous driving needs, with computing power ranging from 256TOPS to 1000TOPS.

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.

Product Code: CL006

1 China Passenger Car Intelligent Driving System and SoC Configuration Strategy

1.1 Definition of Intelligent Driving SoC
Definition of Intelligent Driving SoC
Detailed Performance Indicators of Intelligent Driving SoC Chips (1)
Detailed Performance Indicators of Intelligent Driving SoC Chips (2)
Detailed Performance Indicators of Intelligent Driving SoC Chips (3)
1.2 Installation Rate and Market Share of Intelligent Driving System for Passenger Cars in China
- 1.2.1 Installation Rate of L1-L4 Intelligent Driving System for Passenger Cars in China
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

1.2.2 Installation Rate and Chip Share of L2.9 Intelligent Driving for Passenger Cars in China (by Price Range)

China Passenger Car L2.9 Intelligent Driving (Including Hardware Embedded) Distribution by Price Range (Jan.-Mar.2025)
China Passenger Car L2.9 Intelligent Driving (Including Hardware Embedded) Distribution by Price Range (2024)
China Passenger Car L2.9 Intelligent Driving (Including Hardware Embedded) Distribution by Price Range (2023)
L2.9 Intelligent Driving SoC Market Share of Passenger Cars in China (2024 & Jan.-Mar. 2025)

1.2.3 Installation Rate and Chip Share of L2.5 Intelligent Driving for Passenger Cars in China (by Price Range)

China Passenger Car L2.5 Intelligent Driving (Including Hardware Embedded) Distribution by Price Range (Jan.-Mar.2025)
China Passenger Car L2.5 Intelligent Driving (Including Hardware Embedded) Distribution by Price Range (2024)
China Passenger Car L2.5 Intelligent Driving (Including Hardware Embedded) Distribution by Price Range (2023)
L2.5 Intelligent Driving SoC Market Share of Passenger Cars in China (2024 & Jan.-Mar. 2025)

1.2.4 Installation Rate and Chip Share of L2 Intelligent Driving for Passenger Cars in China (by Price Range)

China Passenger Car L2 Intelligent Driving Distribution by Price Range(2025.1-2025.3)
China Passenger Car L2 Intelligent Driving Distribution by Price Range (2024)
China Passenger Car L2 Intelligent Driving Distribution by Price Range (2023)
L2 Intelligent Driving SoC Market Share of Passenger Cars in China (2024 & Jan.-Mar. 2025)
1.3 Intelligent Driving SoC Configuration Strategy of Passenger Cars by Price Range
Sales of Passenger Cars in China (by Price Range), 2023-2024

1.3.1 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB500,000 and Above)

Intelligent Driving SoC Share of Passenger Cars Priced RMB500,000 and Above, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB500,000 and Above, 2023-2025

1.3.2 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB400,000-500,000)

Intelligent Driving SoC Share of Passenger Cars Priced RMB400,000-500,000, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB400,000-500,000, 2023-2025

1.3.3 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB350,000-400,000)

Intelligent Driving SoC Share of Passenger Cars Priced RMB350,000-400,000, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB350,000-400,000, 2023-2025

1.3.4 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB300,000-350,000)

Intelligent Driving SoC Share of Passenger Cars Priced RMB300,000-350,000, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB300,000-350,000, 2023-2025

1.3.5 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB250,000-300,000)

Intelligent Driving SoC Share of Passenger Cars Priced RMB250,000-300,000, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB250,000-300,000, 2023-2025

1.3.6 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB200,000-250,000)

Intelligent Driving SoC Share of Passenger Cars Priced RMB200,000-250,000, 2023-2024

1.3.7 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB150,000-200,000)

Intelligent Driving SoC Share of Passenger Cars Priced RMB150,000-200,000, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB150,000-200,000, 2023-2025

1.3.8 Configuration Strategy and Chip Share of Intelligent Driving SoC for Passenger Cars in China (RMB150,000 and Below)

Intelligent Driving SoC Share of Passenger Cars Priced RMB150,000 and Below, 2023-2024
Configuration Strategy for Intelligent Driving SoCs in Mainstream Models Priced RMB150,000 and Below, 2023-2025

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 (1)
Intelligent Driving SoC Classification: By Intelligent Driving Level (2)
2.1 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 (1)
Summary of Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs and Cooperation with OEMs (2)
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Nvidia Thor-X
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Nvidia Thor-U
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Qualcomm 8797
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Horizon J6P
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Xpeng "Turing" AI Chip
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: NIO Shenji NX9031
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Huixi Guangzhi R1
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: SiEngine "Xingchen No.1" (AD1000)
Comparison of Typical Ultra-high Computing Power (More Than 500TOPS) Intelligent Driving SoCs: Ambarella CV3-AD685
2.2 Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs
Summary of High Computing Power (150-500TOPS) Intelligent Driving SoCs and Cooperation with OEMs
Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs: Nvidia Orin-Y
Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs: Nvidia Orin-X
Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs: Tesla HW 4.0 or FSD Computer 2
Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs: Renesas R-Car X5H
Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs: Huawei Ascend 610
Comparison of Typical High Computing Power (150-500TOPS) Intelligent Driving SoCs: Black Sesame A2000
2.3 Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs
Summary of Medium Computing Power (30-150TOPS) Intelligent Driving SoCs and Cooperation with OEMs
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Nvidia Orin N
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Nvidia Xavier
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: TI TDA4VH
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Renesas R-Car V4H
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Ambarella CV72AQ
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Black Sesame A1000
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Horizon J5
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Horizon J6M
Comparison of Typical Medium Computing Power (30-150TOPS) Intelligent Driving SoCs: Horizon J6E
2.4 Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs
Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs: Mobileye EyeQ6L
Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs: TI TDA4VM
Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs: Horizon J2
Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs: Horizon J3
Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs: Horizon J6B
Comparison of Typical Low Computing Power (Less Than 30TOPS) Intelligent Driving SoCs: Black Sesame A1000L
2.5 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 (1)
Installations of Intelligent Driving SoCs in Mass Production (by Intelligent Driving System Level), 2022-2024 (2)
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
2.6 Intelligent Driving SoC Cost Analysis
Intelligent Driving SoC Cost Composition (1)
Intelligent Driving SoC Cost Composition (2)
Intelligent Driving SoC Cost Composition (3): Tape-out Cost
Intelligent Driving SoC Shipping Price, 2022-2025 (1)
Intelligent Driving SoC Shipping Price, 2022-2025 (2)
Intelligent Driving SoC Shipping Price, 2022-2025 (3)
2.7 Intelligent Driving SoC Process Analysis
Breakdown of China's Intelligent Driving SoC Shipments by Nanometer Process, 2022-2024
Breakdown of China's Intelligent Driving SoC Shipments by Nanometer Process, 2022-2024; Share Forecast for 2030
2.8 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 (1)
Revenue and Shipments of Global and Chinese Intelligent Driving SoC Vendors, 2022-2024 (5)
Revenue and Shipments of Global and Chinese Intelligent Driving SoC Vendors, 2022-2024 (6)
2.9 Status Quo of OEMs' Intelligent Driving SoC Configurations and Their Future Planning
OEMs' Intelligent Driving SoC Solutions and Planning (1)
OEMs' Intelligent Driving SoC Solutions and Planning (2)
OEMs' Intelligent Driving SoC Solutions and Planning (3)
OEMs' Intelligent Driving SoC Solutions and Planning (4)
OEMs' Intelligent Driving SoC Solutions and Planning (5)
OEMs' Intelligent Driving SoC Solutions and Planning (6)
OEMs' Intelligent Driving SoC Solutions and Planning (7)
OEMs' Intelligent Driving SoC Solutions and Planning (8)
OEMs' Intelligent Driving SoC Solutions and Planning (9)

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

3.1 NIO
Intelligent Driving SoC: Performance Parameters of Shenji NX9031
Intelligent Driving SoC: Shenji NX9031
Intelligent Driving SoC Platform: Central Computing Platform (ADAM)
Software and Toolchain: SkyOS
Software and Toolchain: World Model (1)
Software and Toolchain: World Model (2)
Software and Toolchain: World Model (3)
Intelligent Driving System Development and Iteration
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)
The Latest Cooperation on Intelligent Driving Chips and Installation
3.2 Xpeng
Intelligent Driving AI SoC: Performance Parameters of Turing Chip
Intelligent Driving AI SoC: Turing Chip
Intelligent Driving AI SoC: Successful Tape-out of Turing Chip
Intelligent Driving AI SoC: Application Scenarios of Turing Chip
Intelligent Driving AI SoC: Turing Chip First Installed in Xpeng G7
Software and Toolchain: End-to-End Intelligent Driving Large Model (1), "Cloud Model Factory"
Software and Toolchain: End-to-End Intelligent Driving Large Model (2), "World Foundation Model"
Software and Toolchain: End-to-End Intelligent Driving Large Model (3), "World Foundation Model"
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)
The Latest Cooperation on Intelligent Driving Chips and Installation
3.3 Li Auto
Intelligent Driving SoC: Mach 100
Software and Toolchain: End-to-End Model + VLM (Vision-Language Model) (1)
Software and Toolchain: End-to-End Model + VLM (Vision-Language Model) (2)
Software and Toolchain: End-to-End Model + VLM (Vision-Language Model) (3), Upgraded MindVLA Multimodal Large Model
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)
The Latest Cooperation on Intelligent Driving Chips and Installation
3.4 Leapmotor
EEA Iteration
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)
The Latest Cooperation on Intelligent Driving Chips and Installation
3.5 FAW Hongqi
FAW Group's Five-domain Fusion SoC: Hongqi No.1
FAW Group's Intelligent Driving System: Sinan Intelligent Driving System
FAW Group's Planning and Model Orientation (By Vehicle Platform)
FAW Group's Installation of Intelligent Driving SoCs (by Vehicle Platform)
FAW Hongqi: Application of Intelligent Driving SoCs (2023-2024)
FAW Hongqi's Latest Cooperation and Deployment in Intelligent Driving Chips
3.6 GAC Group
Intelligent Driving SoC Installation (by Vehicle Model Platform)
AION Brand: Application of Intelligent Driving SoC (2023-2024)
Hyptec Brand: Application of Intelligent Driving SoC (2023-2024)
Trumpchi Brand: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.7 SAIC
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (1)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (2)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (3)
IM Brand: Application of Intelligent Driving SoC (2023-2024)
Rising Auto Brand: Application of Intelligent Driving SoC (2023-2024)
MG Brand: Application of Intelligent Driving SoC (2023-2024)
Maxus Brand: Application of Intelligent Driving SoC (2023-2024)
Roewe Brand: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.8 BAIC Group
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform)
ARCFOX Brand: Application of Intelligent Driving SoC (2023-2024)
BEIJING Brand: Application of Intelligent Driving SoC (2023-2024)
BAIC's Brands: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.9 Changan Automobile
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (1)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (2)
Avatr Brand: Application of Intelligent Driving SoC (2023-2024)
Deepal Brand: Application of Intelligent Driving SoC (2023-2024)
NEVO Brand: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.10 Great Wall Motor
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform)
ORA Brand: Application of Intelligent Driving SoC (2023-2024)
Tank Brand: Application of Intelligent Driving SoC (2023-2024)
WEY and Haval Brands: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.11 Dongfeng Motor
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (1)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (2)
Voyah Brand: Application of Intelligent Driving SoC (2023-2024)
FORTHING Brand: Application of Intelligent Driving SoC (2023-2024)
Aeolus Brand: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.12 Geely Auto
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (1)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (2)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (3)
Zeekr Brand: Application of Intelligent Driving SoC (2023-2024)
Smart Brand: Application of Intelligent Driving SoC (2023-2024)
GEOME Brand: Application of Intelligent Driving SoC (2023-2024)
Galaxy Brand: Application of Intelligent Driving SoC (2023-2024)
Lynk & Co Brand: Application of Intelligent Driving SoC (2023-2024)
Livan Brand: Application of Intelligent Driving SoC (2023-2024)
Latest Cooperation and Installation Status of Intelligent Driving Chips
3.13 Chery
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (1)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (2)
LUXEED and iCAR: Intelligent Driving SoC Application (2023-2024)
EXEED: Intelligent Driving SoC Application (2023-2024)
New Energy Brand: Intelligent Driving SoC Application (2023-2024)
Cowin: Intelligent Driving SoC Application (2023-2024)
Jetour: Intelligent Driving SoC Application (2023-2024)
Chery: Intelligent Driving SoC Application (2023-2024)
Latest Cooperation in and Installation of Intelligent Driving Chips
3.14 BYD
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (1)
Intelligent Driving SoC Installation (by Vehicle Model Platform) (2)
Denza: Intelligent Driving SoC Application (2023-2024)
Yangwang: Intelligent Driving SoC Application (2023-2024)
Fangchengbao: Intelligent Driving SoC Application (2023-2024)
Ocean and Dynasty: Intelligent Driving SoC Application (2023-2024)
Latest Cooperation in and Installation of Intelligent Driving Chips
3.15 Xiaomi Automobile
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform)
Latest Cooperation in and Installation of Intelligent Driving Chips
3.16 Tesla
Intelligent Driving Hardware System Roadmap
Intelligent Driving Hardware System: Parameter Evolution of Tesla FSD HW1.0 - HW4.0 System
SoC Performance Parameters of HW 4.0 or FSD Computer 2
SoC Performance Parameters of HW 3.0 or FSD Computer 1
Intelligent Driving SoC: Speculation on Third Generation FSD SoC for FSD HW5.0 (1)
Intelligent Driving SoC: Speculation on Third Generation FSD SoC for FSD HW5.0 (2)
Intelligent Driving SoC: Typical Features of Second Generation FSD SoC for HW 4.0
Intelligent Driving SoC: The Second Generation FSD SoC for HW 4.0 Can Support GDDR6
Intelligent Driving SoC: The Second Generation FSD SoC for HW 4.0 Upgrades MAC and SRAM Capacity to Improve Computing Capabilities of Convolutional Neural Network
Intelligent Driving SoC: Key Parameters of The First Generation FSD SoC for HW3.0
Intelligent Driving SoC: Internal Structure of The First Generation FSD SoC for HW3.0
Software and Toolchain: Development of Intelligent Driving Software Systems and Algorithms
Software and Toolchain: End-to-end Foundation Models
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform)
Tesla: Intelligent Driving SoC Application (2023-2024)
Latest Cooperation in and Installation of Intelligent Driving Chips
3.17 BMW
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform)
Intelligent Driving SoC Application (2023-2024)
Latest Cooperation in and Installation of Intelligent Driving Chips
3.18 Volkswagen
Planning and Model Orientation (By Vehicle Platform)
Intelligent Driving SoC Installation (by Vehicle Model Platform)
Intelligent Driving SoC Application (2023-2024)
Latest Cooperation in and Installation of Intelligent Driving Chips
3.19 Audi
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)
The Latest Cooperation on Intelligent Driving Chips and Installation
3.20 Daimler Benz
Planning and Model Orientation (By Vehicle Platform)
Daimler Benz's Installation of Intelligent Driving SoCs (by Vehicle Platform)
Beijing Benz: Application of Intelligent Driving SoCs (2023-2024)
Daimler Benz's Latest Cooperation on Intelligent Driving Chips and Installation
3.21 Toyota
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)
3.22 Honda
Planning and Model Orientation (By Vehicle Platform)
Installation of Intelligent Driving SoCs (by Vehicle Platform)
Application of Intelligent Driving SoCs (2023-2024)

4 Foreign Intelligent Driving SoC Players and SoC Chip Design

4.1 Nvidia
Intelligent Driving SoC Roadmap
Intelligent Driving Solution: L3 Intelligent Driving Full-Stack System Alpamayo (1)
Intelligent Driving Solution: L3 Intelligent Driving Full-Stack System Alpamayo (2)
Intelligent Driving SoC Partners/Mass Production and Installation
Intelligent Driving SoC Market: Installation Structure by Auto Brand, 2023-2024
NVIDIA DRIVE Thor: Performance Parameters of Thor-X
NVIDIA DRIVE Thor: Performance Parameters of Thor-U
NVIDIA DRIVE Thor: Centralized Vehicle Computing Platform
NVIDIA DRIVE Thor: Key Parameters
NVIDIA DRIVE Thor: Product Model
NVIDIA DRIVE Thor: Support NVLink Multi-Chip Cascading
NVIDIA DRIVE Thor: GPU Adopts Blackwell Architecture (1)
NVIDIA DRIVE Thor: GPU Adopts Blackwell Architecture (2), Supporting 7 Billion-Parameter Large Model
NVIDIA DRIVE Thor: Adopting Grace CPU, Based on ARM Neoverse V3 Core (1)
NVIDIA DRIVE Thor: Adopting Grace CPU, Based on ARM Neoverse V3 Core (2)
NVIDIA DRIVE Thor Hardware Solution: Intelligent Driving Domain Controller Based on Thor Series
NVIDIA DRIVE Orin: Performance Parameters of Orin-Y
NVIDIA DRIVE Orin: Performance Parameters of Orin-X
NVIDIA DRIVE Orin: Performance Parameters of Orin-N
Nvidia NVIDIA DRIVE Orin
Nvidia NVIDIA DRIVE Orin: Orin-X
Nvidia NVIDIA DRIVE Xavier
NVIDIA DRIVE Platform Software and Toolchain
NVIDIA DRIVE Platform: Complete Ecosystem - Hardware (1)
NVIDIA DRIVE Platform: Complete Ecosystem - Hardware (2)
NVIDIA DRIVE Platform: Complete Ecosystem - Software (1)
NVIDIA DRIVE Platform: Complete Ecosystem - Software (1)
NVIDIA DRIVE Platform: Complete Ecosystem - Software (2)
NVIDIA DRIVE Platform: Complete Ecosystem - Software (3)
NVIDIA DRIVE Platform: Complete Ecosystem - Middleware
NVIDIA DRIVE Platform: Complete Ecosystem - Safety Mechanism
NVIDIA DRIVE Platform: Complete Ecosystem - Other
4.2 Qualcomm
Intelligent Driving SoC Roadmap
Intelligent Driving Solution: Intelligent Driving Full-Stack System
Intelligent Driving System-Level Solution: Digital Chassis
Intelligent Driving System-Level Solution: Digital Chassis Development Platform
Intelligent Driving Business Solution
Intelligent Driving Cooperation Model
Intelligent Driving SoC Market: Installation Structure by Auto Brand, 2023-2024
Cockpit-Driving Integration SoC: Snapdragon Ride Flex Series
Cockpit-Driving Integration SoC: Snapdragon Ride Flex Series Architecture Design
Cockpit-driving Integration SoC: Performance Parameters of 8799
Cockpit-driving Integration SoC: Performance Parameters of 8797
Cockpit-driving Integration SoC: Performance Parameters of SA8775P
Qualcomm Gen2 Cockpit-Driving Integration SoC: Snapdragon Ride Elite, 8797/8799 (1)
Qualcomm Gen2 Cockpit-Driving Integration SoC: Snapdragon Ride Elite, 8797/8799 (2)
Qualcomm Gen2 Cockpit-Driving Integration SoC Solution: 8797-based Central Computing Platform
Gen1 Cockpit-driving Integration SoC: Key Parameters of SA8775P (1)
Gen1 Cockpit-driving Integration SoC: Key Parameters of SA8775P (2)
Gen1 Cockpit-Driving Integration SoC: SA8775P Safety Island Design
Gen1 Cockpit-Driving Integration SoC: Interfaces and Storage of SA8775P
Gen1 Cockpit-Driving Integration SoC: Internal Block Diagram of QAM8775P Module
Gen1 Cockpit-Driving Integration SoC: External Block Diagram of QAM8775P Module
Gen1 Cockpit-Driving Integration SoC: Power Architecture of QAM8775P Module
Gen1 Cockpit-Driving Integration SoC Solution: SA8775-based Cockpit-Driving Integration Central Computing Platform
Intelligent Driving SoC: Snapdragon Ride Series
Intelligent Driving SoC: Snapdragon Ride Series Software and Toolchain
Gen2 Intelligent Driving SoC: Key Parameters of SA8650
Intelligent Driving SoC Platform Solution: NavInfo's Intelligent Driving Solution Based on Qualcomm SA8620/SA8650 (1)
Intelligent Driving SoC Platform Solution: NavInfo's Intelligent Driving Solution Based on Qualcomm SA8620/SA8650 (2)
4.3 Mobileye
Intelligent Driving SoC Roadmap
Intelligent Driving SoC Solution: L2-L4 Intelligent Driving Solutions (1)
Intelligent Driving SoC Solution: L2-L4 Intelligent Driving Solutions (2)
Intelligent Driving SoC Solution: L2-L4 Intelligent Driving Solutions (3)
Intelligent Driving SoC Solution: L2-L4 Intelligent Driving Solutions (4)
Intelligent Driving SoC Solution: ODD Extensions
Intelligent Driving Redundancy Solution: True Redundancy(TM) (1)
Intelligent Driving Redundancy Solution: True Redundancy(TM) (2)
Intelligent Driving Redundancy Solution: True Redundancy(TM) (3)
Intelligent Driving SoC Market: Installations and Model Brand Ratio, 2023-2024
EyeQ Series: EyeQ Ultra Performance Parameters
EyeQ Series: EyeQ6H Performance Parameters
EyeQ Series: EyeQ6L Performance Parameters
Intelligent Driving SoC: EyeQ Ultra
Intelligent Driving SoC: EyeQ Ultra Key Parameters
Intelligent Driving SoC Solution: Intelligent Driving Solution Based on EyeQ(R) Ultra(TM) - SuperVision (TM)
Intelligent Driving SoC: EyeQ6H
Intelligent Driving SoC: EyeQ6L
Intelligent Driving SoC Solution: SuperVision(TM) Based on Dual EyeQ6H
Intelligent Driving SoC Solution: Chauffeur(TM) Based on Multiple EyeQ6H
Intelligent Driving SoC: EyeQ5
Intelligent Driving SoC: EyeQ5 Open Platform
Intelligent Driving SoC Solution: EyeQ5-based SuperVision(TM)
Software and Toolchain
Software and Toolchain: Algorithm Architecture, CAIS (Composite Artificial Intelligence System)
Software and Toolchain: EyeQ Kit SDK
Software and Toolchain: REM(TM) Map Technology (1)
Software and Toolchain: REM(TM) Map Technology (2)
Software and Toolchain: "Responsibility-Sensitive Safety" (RSS) Model
Software and Toolchain: Driving Experience Platform (DXP)
Software and Toolchain: Two Dimensions of Full Intelligent Driving
Intelligent Driving Partners
4.4 TI
Chip Business Capacity Layout
Intelligent Driving SoC Roadmap (1)
Intelligent Driving SoC Roadmap (2)
Intelligent Driving Solution
Intelligent Driving SoC Platform: TI Jacinto(TM) 7 Automotive Processor Platform
Intelligent Driving SoC Platform: TI Jacinto(TM) 7 Automotive Processor Platform Realizes Multi-functional Integration of ADAS-SoC
Intelligent Driving SoC Platform: TI Jacinto(TM) 7 Automotive Processor Platform Hyper-heterogeneous Design (1)
Intelligent Driving SoC Platform: TI Jacinto(TM) 7 Automotive Processor Platform Hyper-heterogeneous Design (2)
Intelligent Driving SoC Platform: Hyper-Heterogeneous Design of TI Jacinto(TM) 7 Automotive Processor Platform (3)
Intelligent Driving SoC Platform: Hyper-Heterogeneous Design of TI Jacinto(TM) 7 Automotive Processor Platform (4)
Intelligent Driving SoC Platform: TI Jacinto(TM) 7 TDA4x Evaluation Module Design Reference
Intelligent Driving SoC Market: Installation Volume and Model Brand Ratio, 2023-2024
TI Jacinto(TM) 7Intelligent Driving SoC: TDA4AH Performance Parameters
TI Jacinto(TM) 7Intelligent Driving SoC: TDA4VH Performance Parameters
TI Jacinto(TM) 7Intelligent Driving SoC: TDA4VM Performance Parameters
Intelligent Driving SoC: TI TDA4x Series
Jacinto(TM) 7Intelligent Driving SoC: TDA4AH
Jacinto(TM) 7Intelligent Driving SoC: TDA4VH
Jacinto(TM) 7 Intelligent Driving SoC: TDA4VM
Jacinto(TM) 7 Intelligent Driving SoC: Matrix Multiplication Accelerator (MMA) of TI TDA4VM SoC Deep Learning
Jacinto(TM) 7 Intelligent Driving Solution: Dual TDA4VM Based Driving-parking Integration Solution (1)
Jacinto(TM) 7 Intelligent Driving Solution: Dual TDA4VM Based Driving-parking Integration Solution (2)
Software and Toolchain: Sensor Fusion Technology
Software and Toolchain: Software Algorithms, OpenVX (1)
Software and Toolchain: Software Algorithms, OpenVX (2)
Software and Toolchain: Software Algorithms, OpenVX (3)
Software and Toolchain: Software Algorithms, OpenVX (4)
4.5 Renesas Electronics
Intelligent Driving SoC Roadmap
Intelligent Driving SoC Platform: Renesas Autonomy
Intelligent Driving SoC Market: SoC Installations by Car Brand, 2023-2024
R-CAR: Performance Parameters of R-Car X5H
R-CAR: Performance Parameters of R-Car V4H
R-Car Gen 5: Renesas R-Car X5H (1)
R-Car Gen 5: Renesas R-Car X5H (2)
Gen5 R-CAR Series: R-Car X5H (3)
R-Car Gen 5: R-Car X5H Utilizes an Imagination GPU
R-Car Gen 5: R-Car X5H Uses ARM Cortex-A720AE CPU
R-Car Gen 4: R-Car V4M/V4H
R-Car Gen 4: Key Parameters of R-Car V4M/V4H
Gen3 R-CAR Series: R-Car V3U
Gen3 R-CAR Series: R-Car V3U Architecture Design
Gen3 R-CAR Series: R-Car V3U Internal Framework
Gen3 R-CAR Series: R-Car V3U Modular Design
Gen3 R-CAR Series: R-Car V3H
Gen3 R-CAR Series: R-Car V3H Product Block Diagram
Gen3 R-CAR Series: R-Car V3H Key Parameters
Gen3 R-CAR Series: R-Car V3H Features Ultra-low Power Consumption
Gen3 R-CAR Series: R-Car V3H Delivers Outstanding Visual Performance
Gen3 R-CAR Series: R-Car V3H Applied to L4 Computing Platforms
Gen3 R-CAR Series: R-Car V3H2
Gen3 R-CAR Series: R-Car V3M
Software and Toolchain: R-Car Open Access Platform (1)
Software and Toolchain: R-Car Open Access Platform (2)
Software and Toolchain: R-Car Software Development Kit (SDK)
4.6 Ambarella
Chip Capacity Layout
Intelligent Driving SoC Roadmap (1)
Intelligent Driving SoC Roadmap (2)
Intelligent Driving SoC Application Scenarios
Intelligent Driving SoC Market: SoC Installations by Car Brand, 2023-2024
CV3 Family of Automotive AI Domain Controllers: Performance Parameters of CV3-AD685
Intelligent Driving SoC: CV3 Family of Automotive AI Domain Controllers
CV3 AD Series: Fusing 4D Imaging Radar Software Algorithm
CV3 AD Series: Neural Vector Processor (NVP) Equivalent Computing Power up to 500 eTOPS
CV3 Family of Automotive AI Domain Controllers: Target ASIL-B on the Chip Level with an ASIL-D Safety Island
CV3 AD Series: Key Parameters
CV3 Family of Automotive AI Domain Controllers: CV3-AD685
CV3 Family of Automotive AI Domain Controllers: CV3-AD655 for Urban NOA
CV3 Family of Automotive AI Domain Controllers: CV3-AD685 for High-level Solutions
Intelligent Driving SoC: Performance Parameters of CV72AQ
Intelligent Driving SoC: CV72AQ
Intelligent Driving SoC: Key Parameters of CV72AQ
Intelligent Driving SoC: CV2x Series AI Vision Autonomous Driving Chips
Intelligent Driving SoC: CV2x Series, Cooperation Cases
CV2x Series CV22FS, CV2FS
CV2x Series Architectural Designs of CV22FS and CV2FS
Software and Toolchain
Software and Toolchain: Intelligent Driving SoC Uses Self-developed ISP
Software and Toolchain: Intelligent Driving SoC Uses self-developed CVflow(R)
4.7 Intel
Automotive Business
Automotive Business: ACU (Adaptive Control Unit) Concept
Vehicle Platform Solutions
Cockpit-Driving Integration SoC: Nominal Process 1.8nm, Mass Production in 2026
SDV SoC: Second-generation AI-enhanced SDV SoC
SDV SoC: Adopting Chiplet Architecture
Software and Toolchain: Automotive Virtual Development Environment (VDE)
Software and Toolchain: SDV Software Architecture

5 Chinese Intelligent Driving SoC Players and SoC Chip Design

5.1 Horizon
Intelligent Driving SoC Roadmap
Intelligent Driving SoC Planning
Intelligent Driving SoC IP: Intelligent Computing Architecture BPU (1)
Intelligent Driving SoC IP: Intelligent Computing Architecture BPU (2)
Intelligent Driving SoC IP: Intelligent Computing Architecture BPU (3), IP Licensing Model
Intelligent Driving SoC Ecosystem: Positioned as Tier 2, Offering Four Cooperation Model