Urban NOA: The Tipping Point of Autonomous Driving Commercialization

CICAutonomous Driving IndustryBlue Paper:Urban NOA as an Inflection Point forAutonomous Driving Commercialization CICis a renowned consulting firm. Its services include IPO industry consulting, commercial due diligence,strategic consulting, expert network services and other advisory services. CIC’s consulting team has longtracked market trends across sectors including technology, artificial intelligence, manufacturing, industrials, CIC conducts both primary and secondary research through a wide range of research methodologies.Primary research includes interviews with industry experts and market participants, while secondaryresearch includes the review and analysis of publicly available data sources, including data from the .All statistical data are presented on a truthful and reliable basis and are based on information available as For more information about CIC, or to explore media or market cooperation opportunities with CIC, joinCIC’s industry community, scan the QR code or contact us at marketing@cninsights.com. Research background and methodology (1/2) Report background •The autonomous driving industry has evolved from basic ADAS functions to more advanced NOA solutions. While traditional L2 ADAS focuses on single-pointassistance, Urban NOA represents a more complex system-level capability, enabling continuous point-to-point assisted driving in open urban environments. •Compared with highway scenarios, urban roads involve higher uncertainty as well as opportunities. As a result, Urban NOA has become a key benchmark formass-production autonomous driving. Driven by rapid progress in both software and hardware, Urban NOA is moving from premium models to broader mass-market vehicle segments. This shift is accelerating the commercialization of autonomous driving and reshuffling the value pool among OEMs, Tier-1 suppliers and •This report focuses on Urban NOA as a key inflection point for autonomous driving at scale. It analyzes the technology evolution, commercialization path,competitive dynamics and future opportunities of Urban NOA, while also exploring how Urban NOA may pave the way for the next stage of L4 autonomous drivingcommercialization. Report methodology •In preparing this report, we adopted a rigorous research approach and combined multiple research methods to analyze the current status and future developmenttrends of the Urban NOA industry. The key research methods are set out below:： •Methodology： 1.Information collection and research:We collected relevant first-hand and second-hand data across the Urban NOA value chain, covering market size,technology roadmap, commercialization progress, competitive landscape and policy environment •Primary research:We conducted in-depth interviews with industry experts across the autonomous driving value chain, including OEMs, independentsolution providers, sensor suppliers, computing platform providers and other ecosystem participants. The interviews covered topics such as technologydevelopment, product deployment, customer demand, commercialization models and future market trends.•Market landscape analysis：We continuously tracked representative Urban NOA players and market participants to understand their product launches, Research background and methodology (2/2) Methodology •Research methodology： 2.Market sizing and estimation： •Modeling：Based on the characteristics of the Urban NOA industry, we adopted a top-down and bottom-up approach to estimate market size andgrowth potential. We analyzed the industry from multiple dimensions, including vehicle sales, Urban NOA penetration, solution adoption, OEMdeployment progress, hardware configuration and software monetization models. The analysis covers both demand-side factors, such as consumer •Calculation and estimation methodology： Supply-side：We reviewed the development status of major participants across the Urban NOA value chain, including OEMs, independentautonomous driving solution providers, sensor suppliers, computing platform providers and other ecosystem participants. The review focuseson product capabilities, technology roadmap, OEM cooperation, SOP progress, deployment scale, commercialization model and competitive Demand-side：We conducted interviews with experts and practitioners across the autonomous driving value chain, including OEMs, UrbanNOA solution providers, Tier-1 suppliers, sensor companies, computing platform providers and industry specialists. The interviews focused on Model validation and cross-checking：Throughout the research process, we validated key assumptions and conclusions through multiplesources and methods. Public information, expert interviews, company case studies and market observations were cross-checked to ensure Table of contents I.Urban NOA: the inflection point for autonomous driving at scaleII.Urban NOA leaders: case studies of two Definition of vehicle automation At present, Level 2+ and Level 2++ represent the most commercially viabl