Robotaxi Acceleration! Ningbo Joyson Electronic Corp. (00699) will soon begin mass production of its first L3 and L4 intelligent driving domain control.
Recently, the global intelligent car technology solution provider Allwinner Electronics (600699.SH/00699) has made significant breakthroughs in the field of advanced intelligent driving. The company's first L3 level intelligent driving domain control product is planned to be mass-produced and installed on certain models of a well-known leading car manufacturer in the middle of 2027.
Recently, global intelligent automotive technology solutions provider Ningbo Joyson Electronic Corp. (600699.SH/00699) has made a significant breakthrough in the advanced intelligent driving field. The company's first L3-level intelligent driving domain controller product is planned for mass production and installation in mid-2027, and will be installed in certain models of a well-known top-tier automaker. At the same time, the company's L4 intelligent driving domain controller is set to be installed on low-speed unmanned logistics vehicles, potentially becoming the first mass-produced L4 intelligent driving domain controller product based on domestically-produced chip platform.
With the improvement of regulations in the intelligent driving industry, 2026 could be the start of mass production for L3, and at the same time, the breakthrough in scene-based L4 intelligent driving is reaching the turning point from 0 to 1. In the future, L4 level of autonomous driving will experience an explosive growth in areas such as passenger transport, freight transport, operations, and smart travel in closed areas.
Ningbo Joyson Electronic Corp. stated that their intelligent driving domain controller series products not only support L3 intelligent driving functions, but can also be applied in commercial scenarios such as Robotaxi (autonomous taxi) and RoboVan (autonomous logistics vehicle). Especially in the "capillaries" of urban travel - the last few kilometers of logistics, sanitation, delivery, sightseeing, patrol, etc. - there is a huge market space for the intelligent upgrades.
With its global layout advantage, Ningbo Joyson Electronic Corp. has developed localized solutions adapted to various markets based on mainstream chips from both domestic and international sources. Especially in the domestic market, the company strategically invested in the intelligent auxiliary driving chip company NewChiway, and has deep cooperation with BLACK SESAME, Horizon Robotics, AXERA, etc., to develop intelligent driving or central domain control products based on domestically-produced chips.
In the field of intelligent driving, Ningbo Joyson Electronic Corp. has built a complete matrix of intelligent driving products including intelligent driving domain controllers, cross-domain integrated central computing units (CCU), covering all scenarios from L2 to L4. In the higher-level L4 intelligent driving scenarios, Ningbo Joyson Electronic Corp. and Snova Intelligent Driving are jointly expanding the scale of L4 applications. The smart port digital management platform based on "V2X+L4 intelligent driving+intelligent cloud scheduling" jointly developed by the two companies has been put into operation and stable operation at ports such as Ningbo Zhoushan Port and Xiamen Port.
Currently, Ningbo Joyson Electronic Corp. has achieved multiple breakthroughs in intelligent driving, intelligent cabins, and intelligent network connection in the automotive intelligent business. In just the third quarter of 2025, the company secured over 20 billion RMB in global orders for intelligent driving domain controllers, cross-domain integrated central computing units (CCU), intelligent network connection, intelligent driving, and in-vehicle multi-screen display.
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