H1 2026 China NEV core component installation data shows CATL and FinDreams (BYD) solidifying their battery duopoly. Horizon Starry chip entered the ADAS chip top 3 for the first time. Domestic chips continue gaining share in MCU, power devices, and other fields.
3021 day ago
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.
1431 day ago
By end of May 2026, 15 automakers have announced price increases of 3% to 8%, affecting over 120 passenger vehicle models. MCU procurement prices have risen 15% to 25% year-over-year, IGBT and SiC devices are up 20% to 30%, and certain ADAS SoC models have surged over 40%. Analysts expect chip cost pressure to peak in Q3 2026 before gradually easing.
55181 days ago
EX1000
