Huawei, YuanRong, and Momenta Form a Triumvirate as Intelligent Driving Enters the Million-Unit Mass Production Race

[Technical Landscape] Huawei, DeepRoute (YuanRong), and Momenta firmly hold the top three positions in China's urban NOA market, marking the entry of intelligent driving into a new phase of mass production at the million-unit scale.

Core Development: Huawei–YuanRong–Momenta Triumvirate Solidified

According to the China Intelligent Driving Industry Trends White Paper (2025), from January to October 2025, Huawei ADS (Qiankun Intelligent Driving), DeepRoute (YuanRong), and Momenta captured the top three spots in third-party urban NOA adoption with installation rates of 22%, 23%, and 54%, respectively. Notably, DeepRoute ranked first in October 2025 alone, delivering over 200,000 units for the full year, with a 2026 target set directly at 1 million units.

Key Metrics: Urban NOA Penetration Rate Set to Double

Urban NOA’s pre-installed standard-fit penetration rate is projected to exceed 10% in 2025 and surge to 22% in 2026, propelling the market toward the million-unit scale. Huawei’s Vehicle BU has already achieved 1 million intelligent driving installations, setting a new industry milestone.

Strategic Foundation: Mass Production Capability Becomes the Decisive Factor

As competitors like Haimo ZhiXing exit the race, the intelligent driving competition has shifted from technical validation to large-scale commercial deployment. Only suppliers with stable delivery capacity and rapid iteration capabilities will remain competitive in this 'endless war.'