市場調查報告書
商品編碼
1065508
汽車事件數據記錄器 (EDR) 行業報告:2022 年版Automotive Event Data Recorder (EDR) Industry Report, 2022 |
2021年中國乘用車事件數據記錄儀(EDR)的安裝率維持在9%左右的低水平,但由於強制安裝EDR,2022年將增加到70%以上。預計到 2024 年將飆升至 90% 以上。
如果不考慮 EDR 數據讀取工具,僅 EDR 硬件的價格在 300 到 500 元之間,2022 年的市場規模在 48.5 億到 80.3 億元之間。
本報告調查了汽車事件數據記錄器 (EDR) 市場,並總結了市場概況、市場趨勢、EDR 系統發展趨勢、EDR 系統供應商和其他進入者的概況。
An event data recorder (EDR), sometimes referred to informally as an automotive black box, is a device or a system installed in vehicle to monitor, collect and record technical vehicle data and occupant protection information for a very brief period of time before, during and after a crash.
In December 2020, China publicized GB39732-2020 Vehicle Event Data Recorder System to replace GB39732-2017, requiring passenger cars be equipped with EDR from January 1, 2022.
Abide by the new national standards, some requirements are posed on EDR to record crashes, i.e., 1) have certain trigger threshold; 2) the recorded data will be locked automatically and cannot be modified; 3) the system can record data of at least three consecutive collision events.
The data recorded by EDR is divided into Level-A and Level-B, including 17 Level-A data and 43 Level-B data, effective from January 1, 2022 and January 1, 2024 respectively.
It is in 2006 that the U.S. formulated regulations concerning EDR, and it is clearly stipulated in NHTSA CFR regulations in 2012 that all vehicles sold after September 2014 need to be equipped with EDR.
In Europe, EDR is compulsory in all new cars from March 2022 on (pursuant to the general safety regulation issued in March 2019), and corresponding CDR must be purchased on the market. By March 2024, stock vehicles require to be installed with EDR as well.
Millions of passenger cars and light-duty trucks worldwide are equipped with EDR, as is revealed by Bosch data, and a total of more than 200 million vehicles are installed with EDR in the U.S. and Canada where roughly 98% of the new cars on the market carry EDR.
The brands like BMW, Mercedes-Benz, Lexus, Tesla, Toyota, BYD, XPENG and Haval first employ EDR. Through our analysis of the motor vehicle filing enterprises in 348th-350th batches issued (from Sept.2021 to Dec.2021) by the Ministry of Industry and Information Technology (MIIT), the passenger cars reported are all nearly with EDR, indicating the readiness of Chinese automakers for the policy about compulsory installation of EDR, and thus ushering in the explosive EDR market in 2022.
In 2021, the rate of EDR installations onto passenger cars in China remained low, about 9%, a figure projected to climb over 70% in 2022 along with compulsory installation of EDR, and even surge to at least 90% in 2024, according to ResearchInChina.
If with EDR data retrieval tools unconsidered, EDR hardware alone is priced between RMB300 and RMB500, and then the market in 2022 is valued at RMB4.85 billion to RMB8.03 billion.
EDR market ushers in explosive growth from 2022 when the new national standards for EDR take effect, and the players in the EDR industry chain are stepping up efforts in this lucrative segment.
EDR gets increasingly used onto passenger cars besides commercial vehicle.
The providers of data storage, chips, data retrieval tool, etc. race to beef up production lines and technology input.
OEMs expedite the testing and verification of their products and make them available onto cars.
Qiming Information Technology: It started in 2020 to develop products in line with national standards for EDR, has boasted a rich portfolio of EDR related data storage products and got them used in commercial vehicle.
Bosch: a world-renowned provider of EDR data retrieval tools has got its CDR (crash data retrieval) available for information acquisition of EDR on passenger cars and light-duty trucks since 2000.
As of January 2022, Bosch CDR has been iterated to the version 21.4, which fully supports a multitude of vehicle models (2022) in China such as Bentley, Maserati, Ferrari, Chrysler, Fiat, Jeep, and Toyota Corolla.
GigaDevice Semiconductor (Beijing) Inc.: MCUs have been used in EDR devices and shipped massively, particularly the MCUs like 105 and 305 with handsome deliveries; wherein, GD32F105 is the EDR used for commercial vehicle.
Ingenic Semiconductor Co., Ltd.: It grows into a leading supplier of automotive memories through acquisition of ISSI (Beijing) in 2019. For automotive sector, the company delivers FLASH memory for EDR.
On the whole, it takes quite a period of time for independent suppliers' products to be verified for access to the OEM passenger car market although without a high technical barrier for EDR. The technology provider, by contrast, is faced with more opportunities. No matter which side it is, overall competence is vital in competition.
EDR alone can no longer meet the future market demand amid the prevailing autonomous vehicle. With a focus on recording information about vehicle and the driver when an accident occurs, EDR is unable to record whether the driver or the automated driving system is held accountable. To that end, DSSAD, short for data storage system for automated driving, is needed.
It is clearly required in the world's first international regulations in June 2020 on L3 autonomous vehicle that autonomous vehicle must be equipped with DSSAD. The Chinese DSSAD standards is still being formulated.
In the DSSAD market, the competitors such as CalmCar and Duvonn Electronic Technology have made preemptive moves and rolled out DSSAD products. Noticeably, CalmCar DSSAD system suited for more than a dozen vehicle models in 2021.
Hopefully, DSSAD system will be popularized as the policy on L3 autonomy gets enforced and advanced autonomous vehicle is produced on a large scale.