The safety value of intelligent vehicle cabins is being redefined amidst the accelerating adoption of smart cars. Previously, cabin intelligence primarily focused on screens, voice commands, entertainment, and comfort. Today, with the continuous upgrading of domestic and international regulations and safety evaluation systems, in-cabin perception capabilities like DMS (Driver Monitoring Systems) and OMS (Occupant Monitoring Systems) are being elevated to a more central role. They are becoming crucial technological supports for automakers to build safety foundations and enhance vehicle competitiveness.
It has been learned that MINIEYE (02431) recently announced a series of significant contract wins. These include securing a full-platform contract for a major domestic independent brand's key model for both domestic and international markets, and having its DMS solution selected as a standard feature across the Audi E7X series. This series of new DMS and OMS contracts represents not only a significant expansion of MINIEYE's intelligent cabin business but also demonstrates the company's alignment with evolving industry safety regulations.
As combined driving assistance systems become more widespread, vehicles are expected not only to "drive smarter" but also to confirm whether the driver remains in a state capable of safely taking over or continuing to drive. Consequently, the value of DMS has expanded beyond fatigue and distraction warnings to form a safety loop integrated with intelligent driving systems. When the system detects the driver's gaze or hands leaving the wheel, declining attention, or even sudden incapacitation, the vehicle must issue timely warnings and, when necessary, activate functions like assisted driving, safe parking, or emergency calls to mitigate escalating risks. This is the core rationale behind the regulatory push for mandatory DMS standards.
In April 2026, China's Ministry of Industry and Information Technology completed and published a draft of the mandatory national standard "Safety Requirements for Combined Driving Assistance Systems of Intelligent Connected Vehicles," slated for implementation on January 1, 2027. A key requirement is that once a Level 2 system is activated, it must continuously monitor driver behavior, implementing dual-dimensional monitoring of "hands + eyes" with non-deactivatable functions. This signifies that DMS is accelerating its transition from a premium feature to a foundational safety capability for combined driving assistance systems. The implementation of this regulatory benefit is expected to significantly boost DMS market penetration.
Data shows that in 2025, approximately 5.644 million passenger cars in China were equipped with DMS as standard, a year-on-year increase of 29.2%, achieving a penetration rate of about 24.6%, up 5.5 percentage points from the previous year. It is projected that by 2027, DMS installations in Chinese passenger cars could exceed 14 million units, representing nearly 150% growth compared to 2025, indicating a clear signal of explosive growth.
Compared to DMS, the OMS market may hold even greater potential for expansion. In 2025, approximately 1.417 million passenger cars in China were equipped with OMS as standard, with a penetration rate of only about 6.0%, indicating it remains in an early stage. However, from the perspective of international five-star safety rating systems, the safety attributes of OMS are becoming increasingly prominent.
In the newly released E-NCAP 2026 assessment framework, OMS has been incorporated as a scoring item under the "Safe Driving" dimension, with a maximum of 30 points. It primarily covers three categories: seat belt usage, occupant classification, and occupant presence detection, involving functions such as rear-seat occupant detection, body type detection, improper posture detection, and child left-behind detection. This signifies that international safety assessments are no longer solely focused on driver attentiveness but have begun to consider broader in-cabin safety perception, making OMS a requisite for achieving a five-star E-NCAP rating.
Although E-NCAP is not a mandatory regulation, it holds strong guiding significance for automakers' safety ratings, vehicle configurations, and market competition. DMS has rapidly developed along the path of "rating certification — regulatory strengthening — mass installation." In the future, OMS is also expected to see its configuration priority elevated by international rating systems, which may further influence the direction of domestic safety evaluations and regulations.
From any perspective, the progression of overseas regulations followed by domestic mandatory standards is jointly propelling in-cabin DMS and OMS into a cycle of mass-scale vehicle installation. Players in the intelligent cabin space who possess the capability for five-star safety ratings, extensive mass production and delivery experience, and global service expertise are poised to capture more opportunities in this wave.
MINIEYE's DMS and OMS products are strictly developed to meet global regulatory standards, complying with international mainstream requirements such as ADDW, DDAW, E-NCAP, and A-NCAP. The company's products have already been delivered in volume to mature markets like the European Union and Australia. Concurrently, MINIEYE has proactively initiated R&D and planning for DMS functionalities related to Level 3 regulations, continuously strengthening its cabin safety technology system to meet increasingly stringent market demands.
Simultaneously, MINIEYE's capabilities in DMS and OMS are translating into commercial recognition. In 2025, the company's intelligent cabin business achieved revenue of 188 million yuan, a year-on-year increase of 80.2%, a growth rate significantly higher than the同期 installation growth rate for DMS. Its customer portfolio has also expanded to include various types of automakers such as domestic independent brands, new energy vehicle startups, joint ventures, and luxury brands, helping more high-value and platform-based vehicle models achieve comprehensive safety perception for all occupants.
From DMS mandates to OMS scoring, and from domestic and international policy tailwinds to product upgrades, safety has become an inescapable and crucial proposition in the development of intelligent cabins. Looking ahead, MINIEYE will continue to build upon a safety foundation, leverage compliance as a driving force, and empower more automakers to construct more reliable and intelligent cabin safety systems in the global competition of smart vehicles.
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