伯恩斯坦_中国智能驾驶芯片追踪(2026年第一季度):NOA渗透率因电动车销量疲软暂时降至32
聚焦伯恩斯坦_中国智能驾驶芯片追踪(2026年第一季度):NOA渗透率因电动车销量疲软暂时降至32。NOA (L2+ & L2++) penetration decreased to 32% in 1Q26, edging down from 36%in 4Q25 amid weaker EV sales. Within this, L2++ and L2+ penetration declined by 1ppt and 3ppt QoQ, respectively, continuing to suggest that L2++ adoption is more sustainable.