中國自主OEM ADAS與自動駕駛市場:2022年版
市場調查報告書
商品編碼
1099296

中國自主OEM ADAS與自動駕駛市場:2022年版

Chinese Independent OEMs' ADAS and Autonomous Driving Report, 2022

出版日期: | 出版商: ResearchInChina | 英文 170 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

2021年中國自主品牌安裝ADAS功能248.9萬台(安裝率:29.1%),同比增長69.6%,2022年1-4月同比從 63.6 萬台繼續增長到 88.7 萬台(安裝率:33.9%)。

本報告調查了中國自主OEM的ADAS和自動駕駛市場,自主品牌在中國引入ADAS的數量和比例,分類別、功能和解決方案,主要獨立性。總結了概況、關聯品牌的戰略、路線圖、商業計劃、發展等。

目錄

第 1 章中國自主品牌ADAS市場現狀

  • 自主品牌ADAS在中國的引進數量和比例:按功能層級劃分
  • 中國自主品牌結構:按ADAS級別
  • 自主品牌ADAS在中國的引進數量和比例:按功能分
  • 中國自主品牌L2/L2+ADAS的引進數量和比例:總體情況
  • 中國自主品牌L2/L2+ADAS引進數量及比例:按品牌分類
  • 中國自主品牌L2/L2.5/L2.9 ADAS引進數量:按品牌分類
  • 中國自主品牌 L2/L2.5/L2.9 ADAS 推出數量:按型號
  • 中國自主品牌L2/L2.5/L2.9 ADAS引進數量及比例:按價格
  • 中國自主品牌L2.5/L2.9 ADAS引進數量:價格+車型
  • 中國自主品牌L2.5/L2.9 ADAS引進數量及比例:價格+車型

第 2 章中國自主品牌ADAS與自動駕駛現狀

  • 中國自主品牌ADAS與自動駕駛實施方案
  • L2/L2.5/L2.9 ADAS解決方案對比
  • L2.5 ADAS 狀態:特性和解決方案
  • L2.9 ADAS 狀態:特性和解決方案
  • 中國獨立OEM合作夥伴陣營

第 3 章中國自主品牌ADAS與自動駕駛調查

  • Changan Automobile
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD 策略
    • ADAS/AD開發課程
    • ADAS/AD 路線圖
    • 典型的 ADAS/AD 功能
    • ADAS/AD系統
    • ADAS/AD 技術現狀
    • 自動駕駛執照考試
    • ADAS/AD 合作夥伴
    • ADAS/AD 中的動態部署
  • Great Wall Motor
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD 策略
    • ADAS/AD開發課程
    • ADAS/AD 技術現狀
    • 典型的 ADAS/AD 功能
    • ADAS/AD系統
    • 自動駕駛執照考試
    • ADAS/AD 合作夥伴
    • ADAS/AD 中的動態部署
  • BYD
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD發展戰略
    • ADAS/AD開發課程
    • ADAS/AD 路線圖
    • D++開放平台
    • ADAS/AD系統
    • ADAS/AD 技術現狀
    • 典型的 ADAS/AD 兼容模型
    • 自動駕駛執照考試
    • ADAS/AD 合作夥伴
  • FAW
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD 戰略發展規劃
    • ADAS/AD 技術的實施
    • ADAS/AD技術研發課程
    • ADAS/AD研發架構
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 技術現狀
    • ADAS/AD負載測試
    • 與 ADAS/AD 進行投資與合作
  • Geely
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD 戰略計劃
    • ADAS/AD 路線圖
    • ADAS/AD技術路線
    • 典型的 ADAS/AD 技術
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 技術現狀
    • 自動駕駛執照考試
    • ADAS/AD 合作夥伴
    • 與 ADAS/AD 進行投資與合作
  • GAC
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD 戰略計劃
    • ADAS/AD 解決方案評估路線圖
    • ADAS/AD系統
    • L4/L5 自動駕駛狀態
    • ADAS/AD技術現狀:EE架構
    • 自動駕駛測試:測試領域
    • 與 ADAS/AD 進行投資與合作
  • BAIC
    • ADAS 安裝數量:按品牌/型號
    • ADAS/AD 策略
    • 自動駕駛開發課程
    • ADAS/AD 路線圖
    • 典型的 ADAS/AD 兼容模型
    • 自動駕駛執照考試
    • 自動駕駛合作現狀
    • ADAS/AD 中的動態部署
  • SAIC
    • ADAS 安裝數量:按品牌/型號
    • 自動駕駛計劃
    • 自動駕駛開發課程
    • ADAS/AD 路線圖
    • 自動駕駛系統
    • 典型的 ADAS/AD 兼容模型
    • 自動駕駛執照考試
    • ADAS/AD 合作夥伴
    • ADAS/AD 中的動態部署
  • Chery
    • ADAS 安裝數量:按品牌/型號
    • 情報策略
    • ADAS/AD 商業計劃書
    • ADAS/AD 路線圖
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 合作夥伴
    • ADAS/AD 中的動態部署
  • Dongfeng Motor
    • ADAS 安裝數量:按品牌/型號
    • 自動駕駛計劃
    • 自動駕駛開發課程
    • ADAS/AD 路線圖
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 技術現狀
    • ADAS/AD 合作夥伴
    • ADAS/AD 中的動態部署
簡介目錄
Product Code: SDY011

ResearchInChina released "Chinese Independent OEMs' ADAS and Autonomous Driving Report, 2022". This report combs through and summarizes status quo (installations, installation rate), function application, market layout, development trends, etc. of leading conventional OEMs in China in the current ADAS and autonomous driving market.

Chinese independent brands plan implementation of L4 autonomous driving in 2024/2025

This report sorts out the autonomous driving development plans and product implementation of each company. In terms of L4 autonomous driving, they set almost the same goal: implementation in 2024/2025.

  • In its strategy "Smart Geely 2025", Geely proposes commercialization of L4 autonomous driving, complete mastery of L5 autonomous driving, and realization of full-stack self-development in 2025.
  • GAC will release a strategic model (AH8) in 2024, which will be based on Huawei's MDC810 platform and support L4 autonomous driving.
  • In April 2022, HAOMO.AI, an autonomous driving subsidiary of Great Wall Motor, announced its roadmap for HPilot, an intelligent driving product for passenger cars, and the plan of launching HPilot 4.0 in 2023, a product that supports L4 autonomous driving.

Following their progressive development strategy, Chinese independent brands have kept rolling out vehicle models with L0-L2.9 functions. In sales' term, their performance also shines.

Chinese independent brands have been in the battle position of L2 ADAS and launch an offensive in L2.5/2.9.

ResearchInChina's data show that Chinese independent brands had 2.489 million vehicles equipped with ADAS functions in 2021 (installation rate: 29.1%), an upsurge of 69.6% year on year; from January to April 2022, the ADAS installations sustained growth, up from 636,000 vehicles in the same period of the previous year to 887,000 units (installation rate: 33.9%). It is clear that the ADAS installation has not been hampered by negative factors such as the epidemic or chip shortage, but instead taken a big step forward.

From sub-functions, it can be seen that with the battle position in L2 ADAS, Chinese independent brands go on the offensive in L2.5/L2.9. In 2021, Chinese auto brands gradually doubled down on L2, and thus enjoyed growth in both installations and installation rate. Between January and April 2022, L2 installations soared by 118.4% on the previous year to 574,000 units, and the installation rate also reached 21.9%; the installations of L2.5 and L2.9 surged to 106,000 units, and the combined installation rate rose to 4.1%.

Around 2021, quite a few OEMs such as Changan, GWM and BYD added the lane change turn signal capability, plus TJA+ICA+LKA, enabling highway assist (HWA), which meant they stepped into L2.5 autonomous driving. Furthermore, the upgrade of HD maps and sensors empowers vehicles with the function of navigation guided pilot (NGP) or navigate on pilot (NOP), realizing the L2.9 autonomous driving function. Examples include WEY Mocha, Lynk & Co 01EM-F and new ARCFOXαS HI version.

BYD is way ahead in L2 ADAS market, and local suppliers follow local OEMs to rise.

As of April 2022, among all the Chinese independent competitors (including emerging carmakers), 47 and 14 brands have delivered L2 and L2.5 models to users, respectively, of which BYD, Haval and Geely were at the forefront.

Entering 2022, BYD still gains popularity in market, becoming a sought-after brand among multiple consumers. The average monthly installations of L2 in Song PLUS and Han models outnumber 10,000, helping BYD to claim the top spot on the OEMs' ranking list by L2 installations.

The boom of Chinese independent OEMs in the L2 passenger car market has also boosted local L2 suppliers, among which HAOMO.AI, Jingwei HiRain Technologies, Hongjing Drive and Freetech among others lead the way.

In the L2.5 camp, there are few companies, 14 in total, having actually delivered cars to users, of which 5 are conventional brands. From both installations and installation rate, it can be said that GWM WEY is an outstanding typical conventional automaker in L2.5.

Thanks to the full-stack self-development of autonomous driving algorithms of Great Wall Motor's autonomous driving subsidiary HAOMO.AI, the full range of WEY Mocha models rolled out in May 2021 carry standard L2.5 functions, gaining the lead in the industry. In addition, in April 2022 BYD introduced 2022 Han, a model equipped with highway assist (HWA) and interactive lane change assist (ILCA) systems. This model is expected to be a trump card for BYD to forge into the L2.5 market.

Table of Contents

1 Status Quo of Chinese Independent Brands' ADAS Market

  • 1.1 ADAS Installations and Installation Rate of Chinese Independent Brands: By Function Level
  • 1.2 Structure of Chinese Independent Brands by ADAS Level
  • 1.3 ADAS Installations and Installation Rate of Chinese Independent Brands: By Function
  • 1.4 L2/L2+ ADAS Installations and Installation Rate of Chinese Independent Brands: Overall Situation
  • 1.5 L2/L2+ ADAS Installations and Installation Rate of Chinese Independent Brands: By Brand
  • 1.6 L2/L2.5/L2.9 ADAS Installations of Chinese Independent Brands: By Brand
  • 1.7 L2/L2.5/L2.9 ADAS Installations of Chinese Independent Brands: By Model
  • 1.8 L2/L2.5/L2.9 ADAS Installations and Installation Rate of Chinese Independent Brands: By Price
  • 1.9 L2.5/L2.9 ADAS Installations of Chinese Independent Brands: By Price + Model
  • 1.10 L2.5/L2.9 ADAS Installations and Installation Rate of Chinese Independent Brands: By Price + Model

2 ADAS and Autonomous Driving Layout of Chinese Independent Brands

  • 2.1 ADAS and Autonomous Driving Implementation Plan of Chinese Independent Brands
  • 2.2 Comparison of L2/L2.5/L2.9 ADAS Solutions
  • 2.3 L2.5 ADAS Layout: Functions and Solutions
  • 2.4 L2.9 ADAS Layout: Functions and Solutions
  • 2.5 Partner Camps of Chinese Independent OEMs

3 Research on ADAS/Autonomous Driving of Chinese Independent Brands

  • 3.1 Changan Automobile
    • 3.1.1 ADAS Installation (by Brand/Model)
    • 3.1.2 ADAS/AD Strategy
    • 3.1.3 Development Course of ADAS/AD
    • 3.1.4 ADAS/AD Roadmap
    • 3.1.5 Typical ADAS/AD Functions
    • 3.1.6 ADAS/AD System
    • 3.1.7 ADAS/AD Technology Layout
    • 3.1.8 Autonomous Driving Tests
    • 3.1.9 ADAS/AD Partners
    • 3.1.10 Dynamic Deployments in ADAS/AD
  • 3.2 Great Wall Motor
    • 3.2.1 ADAS Installation (by Brand/Model)
    • 3.2.2 ADAS/AD Strategy
    • 3.2.3 Development Course of ADAS/AD
    • 3.2.4 ADAS/AD Technology Layout
    • 3.2.5 Typical ADAS/AD Functions
    • 3.2.6 ADAS/AD System
    • 3.2.7 Autonomous Driving Tests
    • 3.2.8 ADAS/AD Partners
    • 3.2.9 Dynamic Deployments in ADAS/AD
  • 3.3 BYD
    • 3.3.1 ADAS Installation (by Brand/Model)
    • 3.3.2 ADAS/AD Development Strategy
    • 3.3.3 Development Course of ADAS/AD
    • 3.3.4 ADAS/AD Roadmap
    • 3.3.5 D++ Open Platform
    • 3.3.6 ADAS/AD System
    • 3.3.7 ADAS/AD Technology Layout
    • 3.3.8 Typical ADAS/AD-Enabled Models
    • 3.3.9 Autonomous Driving Tests
    • 3.3.10 ADAS/AD Partners
  • 3.4 FAW
    • 3.4.1 ADAS Installation (by Brand/Model)
    • 3.4.2 ADAS/AD Strategic Development Plan
    • 3.4.3 Implementation of ADAS/AD Technology
    • 3.4.4 R&D Course of ADAS/AD Technology
    • 3.4.5 ADAS/AD R&D Architecture
    • 3.4.6 Typical ADAS/AD-Enabled Models
    • 3.4.7 ADAS/AD Technology Layout
    • 3.4.8 ADAS/AD Road Tests
    • 3.4.9 Investment and Cooperation in ADAS/AD
  • 3.5 Geely
    • 3.5.1 ADAS Installation (by Brand/Model)
    • 3.5.2 ADAS/AD Strategic Plan
    • 3.5.3 ADAS/AD Roadmap
    • 3.5.4 ADAS/AD Technology Route
    • 3.5.5 Typical ADAS/AD Technologies
    • 3.5.6 Typical ADAS/AD-Enabled Models
    • 3.5.7 ADAS/AD Technology Layout
    • 3.5.8 Autonomous Driving Tests
    • 3.5.9 ADAS/AD Partners
    • 3.5.10 Investment and Cooperation in ADAS/AD
  • 3.6 GAC
    • 3.6.1 ADAS Installation (by Brand/Model)
    • 3.6.2 ADAS/AD Strategy Plan
    • 3.6.3 Evaluation Roadmap of ADAS/AD Solution
    • 3.6.4 ADAS/AD System
    • 3.6.5 Layout of L4/L5 Autonomous Driving
    • 3.6.6 ADAS/AD Technology Layout: EE Architecture
    • 3.6.7 Autonomous Driving Test: Test Field
    • 3.6.8 Investment and Cooperation in ADAS/AD
  • 3.7 BAIC
    • 3.7.1 ADAS Installation (by Brand/Model)
    • 3.7.2 ADAS/AD Strategy
    • 3.7.3 Development Course of Autonomous Driving
    • 3.7.4 ADAS/AD Roadmap
    • 3.7.5 Typical ADAS/AD-Enabled Models
    • 3.7.6 Autonomous Driving Tests
    • 3.7.7 Autonomous Driving Cooperation Layout
    • 3.7.8 Dynamic Deployments in ADAS/AD
  • 3.8 SAIC
    • 3.8.1 ADAS Installation (by Brand/Model)
    • 3.8.2 Autonomous Driving Plan
    • 3.8.3 Development Course of Autonomous Driving
    • 3.8.4 ADAS/AD Roadmap
    • 3.8.5 Autonomous Driving System
    • 3.8.6 Typical ADAS/AD-Enabled Models
    • 3.8.7 Autonomous Driving Road Tests
    • 3.8.8 ADAS/AD Partners
    • 3.8.9 Dynamic Deployments in ADAS/AD
  • 3.9 Chery
    • 3.9.1 ADAS Installation (by Brand/Model)
    • 3.9.2 Intelligence Strategy
    • 3.9.3 ADAS/AD Business Plan
    • 3.9.4 ADAS/AD Roadmap
    • 3.9.5 Chery Vehicles Carry Unlimited AI's L2.99 Intelligent Driving Domain Controller
    • 3.9.6 Typical ADAS/AD-Enabled Models
    • 3.9.7 ADAS/AD Partners
    • 3.9.8 Dynamic Deployments in ADAS/AD
  • 3.10 Dongfeng Motor
    • 3.10.1 ADAS Installation (by Brand/Model)
    • 3.10.2 Autonomous Driving Plan
    • 3.10.3 Development Course of Autonomous Driving
    • 3.10.4 ADAS/AD Roadmap
    • 3.10.5 Typical ADAS/AD-Enabled Models
    • 3.10.6 ADAS/AD Technology Layout
    • 3.10.7 ADAS/AD Partners
    • 3.10.8 Dynamic Deployments in ADAS/AD