The China Passenger Car Association (CPCA) just released new data:
- In the first half of 2025, 82.6% of new energy passenger cars sold in China came with L2-level or higher driver-assistance features.
- Even in the under-160,000 RMB (~$22K) segment, adoption is climbing fast.
- Falling hardware/software costs and rapid tech iterations are fueling this momentum.
🔎 What does this mean for the industry?
- Mass-market adoption – Intelligent driving is no longer limited to premium models; it’s becoming a baseline expectation.
- Global benchmark – China is setting the pace for smart driving penetration. Western and Japanese automakers will need to accelerate their roadmaps to remain competitive.
- Ecosystem opportunity – The rising standardization of L2+ opens the door for Tier 1 suppliers, AI startups, and semiconductor companies to capture value in hardware, software, and integration.
- Shift in consumer perception – Car buyers are beginning to see advanced driver-assistance not as a luxury, but as a safety and convenience feature they should demand.
📈 The trajectory is clear: China’s EV industry is normalizing intelligent driving at scale, and this will reshape global competition in the next 3–5 years.
👉 The real question isn’t if L2+ becomes the global baseline — it’s when, and who will lead the next leap beyond it.
Category: News