- NBD's October 22 commentary links assisted-driving adoption to lower component costs and advances in large AI models.
- Its longer-term adoption figures are forecasts, rather than completed deployment.
China adoption outlook
More than 70% of new passenger cars in China had L2 assisted-driving functions in the first half of 2026, according to an October 22 investment briefing by National Business Daily reporter Yang Jian. The commentary links adoption to falling sensor and system costs and the growing use of large AI models.
The briefing projects that the proportion will exceed 95% by 2030. It also forecasts L3 automated-driving penetration of more than 35% by that year. Both figures are the publication's outlook, rather than measures of current deployment.
Testing infrastructure
NBD says China had opened 57,000 kilometres of testing roads by the first half of 2026, issued more than 20,000 testing and demonstration permits, and accumulated over 220 million kilometres of testing.
The China figures appear in commentary alongside a summary of Nvidia's October 21 autonomous-driving announcements. The briefing does not name the underlying statistical sources for its Chinese adoption and testing figures, limiting independent verification.
Sources & context
Go to the original material. Company claims remain attributed to their sources.
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