In May 2026, city NOA penetration in passenger vehicles first broke 15%, up over 5 percentage points from 2024. Momenta holds 61.06% of third-party supplier market. Chip share: NVIDIA 39.43%, Horizon 22.82%, Huawei 16.89%. McKinsey survey shows nearly 80% of consumers view city NOA as a must-have.
Penetration Breaks 15%: From Novelty to Necessity
| Indicator | Data | Change |
|---|---|---|
| City NOA penetration | 15%+ | +5pp from 2024 |
| Must-have perception | ~80% | McKinsey survey |
| Price coverage | 100K-500K yuan | Full range |
Full Price Coverage
| Price Range | Representative | Feature |
|---|---|---|
| 100K yuan | BYD Seagull (DiPilot 5.0) | First mass-market ADAS |
| 150-200K | Chery Arrizo 8 PRO | First ICE sedan with city NOA under 150K |
| 200-300K | XPeng G6/G9, AITO M5/M7 | Huawei ADS 2.0/3.0 |
| 300K+ | Mercedes CLA EV, BMW | Momenta solution, 60% lower R&D cost |
Supplier Landscape
| Supplier | Third-Party Share | Partners |
|---|---|---|
| Momenta | 61.06% | 8 of top 10 global OEMs |
Chip Tripartite
| Rank | Vendor | Share |
|---|---|---|
| 1 | NVIDIA | 39.43% |
| 2 | Horizon | 22.82% |
| 3 | Huawei | 16.89% |
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