The cumulative installations of DJI’s ADAS solutions reached 90k units in the first three quarters. After a QoQ surge of 202.4% in Q2, the volume declined by 9.3% QoQ in Q3. Meanwhile, the proportion of models in the 100K-200K RMB price range increased significantly from 43.2% in Q1 to over 80%, reflecting limited capability in upward market expansion.

Q1-Q3 2025 saw significant changes in the brand landscape of passenger vehicles equipped with DJI ADAS and their vehicle installation performance: BYD’s share rose from 23.6% to 56.7%, while Volkswagen’s dropped from 31.7% to 11.3%. Among models, the installation volume of Tang DM was around 30K units, the installation rate of Yunhai EV reached 89%, and that of Tiguan L was only 6%.

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