Apr. 24 at 10:30 AM
$ARBE From January to May 2025, 2.86 million 4D millimeter-wave radar units were delivered as standard equipment in passenger vehicles in the Chinese market, a surge of 723% compared to the same period in 2024. Brands such as BYD, Li Auto, NIO, and Wenjie have achieved large-scale adoption, with a pre-installation rate exceeding 10%.
The delivery price of 4D millimeter-wave radar has dropped to 200-400 yuan, with the lowest falling below 200 yuan, approaching the level of traditional 3D millimeter-wave radar. It is expected to drop another 30% in 2026. Industry insiders bluntly stated: "Currently, no company in the entire 4D millimeter-wave radar industry is making a profit."