瑞银：汽车电子的未来：智能驾驶舱和自动驾驶（英）

Potential Rmb150bn market as cockpits go smart; expect L2.5/L3 AVs to kick-off Automotive cockpits are riding the wave of smart tech, propelled by policy, market and technological factors. We estimate these are putting China's cockpit-electronics market on track to reach nearly Rmb150bn by 2025E (a 15% CAGR in 2020E-25E). Last year was a tipping point for autonomous vehicles (AVs) in China as it unveiled an intelligent vehicle innovation strategy and autonomous-driving-level scheme.