Revolutionizing China's EV Future

Convenience and Intelligence in Future Mobility – Exploring NEV Manufacturers' Supply Chains for ADAS and Smart Cockpits

With the growth of the market for new energy vehicles (NEVs, which include electric vehicles or EVs), Chinese automakers have emerged as major players. Already commanding 80% of their domestic market, Chinese automotive brands are now actively expanding into international markets. A significant factor contributing to their dominance in the burgeoning NEV industry is the support of their robust domestic supply chain. Partners in the supply chain not only help Chinese automakers accelerate the introduction of new vehicle models and their variants but also provide significant cost advantages. This research report examines the supply chain and industry ecosystem of major Chinese automotive brands, with a special focus on components related to smart cockpits and ADAS. The aim of this report is to help readers understand the collaborative relationships between automakers and their suppliers for critical components and semiconductor chips.