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China Independent OEMs' ADAS and Autonomous Driving Research Report 2026: Era of Physical AI, Standard Configuration of D2D, and Initial Exploration of L3 Commercial Pilot Projects

globenewswire.com
XPEV XPeng Motors is listed as an emerging OEM brand in China that is actively involved in ADAS and autonomous driving research and development. LI Li Auto is identified as an emerging OEM brand in China with a focus on ADAS and autonomous driving technologies, suggesting its participation in this growing market segment. NIO NIO is mentioned as an emerging OEM brand in China that is engaged in the research and development of ADAS and autonomous driving systems. BYDDY BYD is listed as a traditional independent OEM in China focusing on ADAS and autonomous driving, indicating its role in the advancement of these automotive technologies.

China Independent OEMs' ADAS and Autonomous Driving Research Report 2026: Era of Physical AI, Standard Configuration of D2D, and Initial Exploration of L3 Commercial Pilot Projects Dublin, May 12, 2026 (GLOBE NEWSWIRE) -- The "Chinese Independent OEMs' ADAS and Autonomous Driving Report, 2026" report has been added to ResearchAndMarkets.com's offering.

From 2023 to 2025, the intelligent driving installation structure of passenger cars in China has shown a clear trend of stepped upgrading and structural substitution. Non-intelligent driving level (NL) and low-level intelligent driving (L1) have seen declining installation volume, and have gradually withdrawn from mainstream market, confirming that intelligent driving is fully becoming a standard configuration for passenger cars; basic high-level intelligent driving (L2) remains the absolute foundation of the industry.

Although its installation volume slightly declined in 2025, the basic market is stable, and the industry's growth focus has clearly shifted to higher-level assisted driving. Wherein, L2.5 highway NOA and L2.9 urban NOA have become the core growth engines, with their installation volumes achieving a substantial jump in 2025 respectively, and the penetration rate of high-level NOA functions rises rapidly. Yet the installation volume of L2+ has shrunk slightly, indicating that its functional value is being replaced by more complete high-level solutions such as L2.5/L2.9. The overall intelligent driving market presents a clear pattern of "low configuration clearance, stabile basic market, and high-level outbreak".

Independent brands have skipped low-level and vigorously developed high-level intelligent driving. The proportion of non-intelligent driving (NL) dropped sharply from 60.9% in 2022 to 36.0% in 2025, and low-level intelligent driving of L0-L1 was almost zero (1.3%). In the same period, the proportion of high-level intelligent driving such as L2 and above doubled to 62.7%. Among them, the installation rate of L2.9 urban NOA has risen from 2.1% in 2022 to 17.2% in 2025, realizing a leapfrog structural shift from "dominated by non-intelligent driving" to "dominated by high-level intelligent driving".

In contrast, joint venture/foreign brands have adopted a conservative route of steady substitution and hierarchical iteration. The proportion of non-intelligent driving has dropped from 40.0% to 14.5%, but low-level intelligent driving of L0-L1 still retains a considerable share of 16.4%. Although the proportion of high-level intelligent driving of L2 and above has risen to 69.0%, the overall market still maintains a decentralized pattern of coexistence of multiple levels including "non-intelligent driving + low-level + high-level", forming a sharp contrast with the radical route of independent OEM brands.

2026 will become a key inflection point for China's automotive industry to move from "quantitative change" to "qualitative change" in intelligent driving capabilities. By systematically sorting out intelligent driving strategies, strategic layout, technical routes and implementation progress of 15 Chinese independent OEMs from 2023 to 2026, the analyst has summarized four core insights.

Key Topics Covered:

1 Status Quo of Chinese Independent OEM ADAS Market

2 ADAS/Autonomous Driving Layout and Trends of Chinese Independent OEMs

2.1 ADAS Evolution Direction of OEMs in 2026

2.2 End-to-End Large Models

2.3 OEMs' L3/L4 Layout

3 ADAS/Autonomous Driving of Chinese Traditional Independent OEMs

3.1 Dongfeng

3.2 SAIC

3.3 BYD

3.4 GAC

3.5 Geely Auto

3.6 BAIC Group

3.7 Changan Automobile

3.8 Great Wall Motor

3.9 Chery

3.10 IM Motors

4 ADAS/Autonomous Driving of Emerging OEM Brands

4.1 Xiaomi

4.2 XPeng Motors

4.3 Li Auto

4.4 NIO

4.5 Harmony Intelligent Mobility Alliance (HIMA)

For more information about this report visit https://www.researchandmarkets.com/r/56t8bn

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