1. HUD Installation Rate Exceeds 25% in April, Hitting a New Record High
In April 2026, the standard installation volume of HUDs in domestic passenger vehicles reached 342,000 units, a year-on-year increase of 20.6%. The installation rate climbed to 25.3%, up 8.3 percentage points from the same period in 2025, setting a new historical high for a single month.
From the perspective of OEM installations, market concentration among the top 10 brands further increased to 59.1%, up 2.9 percentage points year-on-year.
In terms of specific brand performance, Li Auto saw a significant surge in ranking, jumping to the top with an installation volume of 33,000 units and a market share of 9.8%. AITO followed closely with a market share of 6.7%. Zeekr broke into the top three with an installation volume of 23,000 units, a substantial year-on-year increase of 85.8%. Its installation rate reached 6.7%, up 2.4 percentage points from the same period last year.
2. AR-HUD Accounts for Over One-Third, with Mid-to-High-End Models as the Core Driving Force
In terms of product structure, W-HUD remains the mainstream, accounting for 62.5% of the installation volume in April. The installation volume of AR-HUD grew rapidly, reaching 34.6%, up 10.9 percentage points year-on-year. P-HUD is mainly installed in Xiaomi models, accounting for 2.9% in April, showing a slight month-on-month decline.
Mid-to-high-end models are the main force for AR-HUD installations. In April, the installation proportion of AR-HUD in models priced above 350,000 RMB reached 39.4%, up 5.7 percentage points year-on-year. In the 200,000 to 350,000 RMB price range, the installation proportion was 23.7%, basically flat compared to the same period last year.
3. AR-HUD Competitive Landscape Reshaped: ZJING Electronics and Future Black Technology Break Through Strongly to Become Market Mainstream
In April 2026, the market competition landscape among domestic AR-HUD suppliers accelerated its restructuring, with Huayang Multimedia, ZJING Electronics, and Huawei ranking in the top three. Among them, ZJING Electronics saw a significant improvement in competitiveness, with its market share increasing from 5.6% in the same period last year to 15.5%, jumping from fifth to second place.
Future Black Technology showed an even stronger momentum, breaking into fourth place for the first time in April with an 8.7% market share (in April 2025, its market share was only 2%, failing to enter the top 10). This was mainly driven by the large-scale installation in the Zeekr 9X (launched in September 2025, with the entire lineup standardly equipped with Future Black Technology's 47-inch AR-HUD).
Looking at different price segments, competition is fierce, and the market landscape has changed significantly:
Passenger Vehicle Market Below 200,000 RMB: Huayang Multimedia still leads with a 48.9% market share, but its share has dropped significantly year-on-year, with some of its market taken by Jiangcheng Technology, ZJING Electronics, and others. Jiangcheng Technology captured a 13.2% market share in this price segment, basically flat year-on-year. ZJING Electronics achieved a 10% market share, up 1.1 percentage points year-on-year.
Passenger Vehicle Market Between 200,000 and 350,000 RMB: Huayang Multimedia firmly holds the first place with a 34.9% market share, but its share decreased by 3.6 percentage points year-on-year. Huawei, Eely Electronics, and Crystal Optech have risen rapidly, with a combined market share reaching 36.5%, an increase of over 30 percentage points. Among them, Huawei, through technology trickle-down, landed AR-HUD in mid-to-high-end models, capturing a 12.7% share in this market and jumping to second place.
Passenger Vehicle Market Above 350,000 RMB: ZJING Electronics has risen rapidly, ranking first in April with a 29.2% market share. While expanding into the mid-to-high-end market, Huawei continues to consolidate its high-end advantages. Its market share in April was 24.9%, a decrease of 31.4 percentage points year-on-year, but an increase of 7.1 percentage points month-on-month.