乘用車T-Box全球及中國市場(2023)
市場調查報告書
商品編碼
1275655

乘用車T-Box全球及中國市場(2023)

Global and China Passenger Car T-Box Market Report, 2023

出版日期: | 出版商: ResearchInChina | 英文 255 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

預計中國乘用車T-Box市場規模將從2022年的50.3億元左右增長到2027年的100億元左右,未來5年年均增長率為14.8%。隨著越來越多的車輛聯網,以及對具有 OTA、遠程車輛控制和數字鑰匙等功能的通信需求的增加,對乘用車 T-Box 的需求也在進一步增長。

T-BOX行業調查:百億市場規模 整合趨勢趨明

ResearchInChina著眼於全球及中國乘用車T-Box市場的現狀、規模、產業鏈、競爭格局,並對未來趨勢進行總結和展望。" 發佈公告。

2027年中國乘用車T-box市場規模將達100億元

隨著越來越多的汽車聯網,以及對具有 OTA、車輛遠程控制和數字鑰匙等功能的通信需求的增加,對乘用車 T-Box 的需求正在進一步增長。從市值來看,中國乘用車T-box市場規模預計2022年達到50.3億元左右,2027年達到100億元左右,未來5年保持14.8%的AAGR,我預計。

T-Box廠商競爭加劇,市場集中度提升

從競爭格局看,2022年中國前10大乘用車T-box供應商市場份額合計約為80%,較2021年提升16個百分點,市場集中度提升,企業規模效應顯現增加了。變得突出了。

國外供應商主要供應國外品牌:

  • LGE是中國最大的T-box供應商,近年來在中國T-box市場排名第一,供應Volkswagen、GM、HyundaiKia等品牌;
  • Denso是Toyota和Honda兩個日本品牌的供應商;
  • Continental集團主要供應Mercedes-Benz、Cadillac等;
  • Continental主要為Mercedes-Benz、Cadillac配套,Valeo也獲得了Changan Automobile、Great Wall Motor等自主品牌以及BMW的訂單。

中國本地供應商正從本地公司轉向外國品牌:

  • Neusoft集團2022年將成為中國本土T-BOX第一供應商,自主品牌包括Haval、Hongqi、Tank、Lynk&Co、ORA,以及BMW、Mercedes Benz, Volvo, Audi等。我們也供應國外品牌;
  • Lan-You Technology主要為Dongfeng Fifi系列配套產品,包括Dongfeng自主品牌Dongfeng Aoi和Dongfeng Fifi,以及合資品牌Dongfeng Nissan和Dongfeng Fifi。

T-Box整合趨勢

T-Box傾向於提供數據清洗、分析、控制、OTA、多個ECU數據的整合分析、數據採集和傳輸等功能。軟硬件融合趨勢更加明朗 從硬件融合來看,主要趨勢有:

1. T-Box與中央網關的融合

T-Box和Central Gateway都處理海量數據,功能相似。通過將兩者整合,可以降低成本,提高數據處理效率。。

2.T-Box集成5G模塊

自2019年5G商用以來,T-Box已經開始向5G通信升級。

2022年標配5G的乘用車將達到27.9萬輛,佔比1.4%,2023年Q1躍升至4.2%。T-Box廠商方面,截至2023年2月,工信部已發放90張5G T-Box入網許可證,其中Neusoft 13張、Huawei 8張、Datang Gohigh 8張。

T-Box產品形態趨勢

在產品形態上,傳統的T-Box正在向智能天線、V-Box和通信域控制器方向發展。

1. 智能天線

4G/GPS/BT天線等智能天線提高通信質量,降低線束成本

  • Continental新一代Mercedes Benz、Volvo、PSA的T-Box配備鯊魚鰭天線;
  • Neusoft智能天線採用一體化設計理念,集調諧器、GPS、Wi-Fi等軟硬件於一體。通過整合常規魚翅和T-BOX,對整車無線電信號進行採集數字化處理,克服常規車輛佈線困難,功能上提升通訊質量,流暢安全,實現一體化智能連接體驗和全-場景覆蓋,有效降低佈線成本。Neusoft智能天線廣泛應用於Hongqi H9/HQ9等車型。同時,該產品全面支持5G和5G+V2X應用。

2.V盒

T-Box通信模組從單一模組發展為4G+V2X、5G+V2X等一體化模組,提供越來越豐富的功能,實現獨立的V-Box產品形態。

Neusoft 5G V2X BOX支持5G NSA/SA通信、L1+L5 GNSS、C-V2X通信、千兆以太網技術、CAN FD通信、LIN通信、藍牙5.0+通信、WiFi 6通信、RKE、TPMS通信、ETC等。目前,Neusoft 5G V2X BOX已為Geely Automobile、Great Wall Motor等汽車品牌量產,未來將搭載於知名主機廠數十款中高端車型,打造更多智能汽車高品質和穩定性,使能智能通信。

3.通信域控制器

隨著汽車E/E架構從分散式向集中式演進,T-Box配備了4G/5G、C-V2X、藍牙、UWB等車內外通信技術,未來還將實現6G和衛星通信.以及逐步集成網關、域控制器等功能,從單一的電子單元演化為信息通信域控制器和高性能計算(HPC)平台。

Flaircomm Microelectronics於2018年啟動信息通訊域控制器項目,搭載於SAIC等主機廠,不斷迭代升級,2021年推出新一代自研互聯計算平台(CCP),不僅支持信息通訊和通信域功能(4G/5G、C-V2X、網關路由、FOTA等),還提供高性能計算和數據通信安全功能。此報告是 HPC 的入門級產品。

本報告對全球及中國乘用車T-Box市場進行研究分析,提供市場規模及預測、未來趨勢、廠商概況等。

目錄

第一章T-Box市場現狀

  • 系統架構及T-Box定義
  • T-Box與CAN通訊
  • T-Box政策
  • T-Box 安裝數量和安裝率
  • 中國T-Box入網統計
  • T-Box市場競爭格局

第二章T-Box產業鏈

  • T-Box產業鏈
  • T-Box的成本結構
  • 通訊模塊
  • 汽車單片機
  • 典型的OEM T-Box解決方案

第三章MCU及通信模塊供應商T-Box業務

  • 基於車用MCU的T-Box方案
  • 通信模塊供應商T-Box業務佈局

第四章全球T-Box廠商

  • LGE
  • Denso
  • Continental
  • Valeo
  • Harman
  • Visteon
  • Bosch
  • Ficosa

Chapter 5 中國T-Box廠商

  • Neusoft
  • Lan-You Technology
  • Gosuncn
  • Flaircomm Microelectronics
  • Jinwei Hirain
  • Desay SV
  • THREAD
  • Shanghai Changxing Software
  • Honghu Technology
  • SiRun
  • PATEP
  • Unicom Continental Intelligent Transportation Technology (UCIT)
  • INTEST
  • SOLING
  • JOYNEXT
  • Hopechart
  • Yaxon Network
  • Yuwei Information & Technology
  • BICV
  • iGentAI
  • Shenzhen SOFAR Communication
  • Sinocastel
  • Yunka Intelligent
  • Nobo Automotive Technology

第六章T-Box發展趨勢

  • 市場規模
  • T-Box產品形態趨勢
  • T-Box整合趨勢
  • T-Box的替代品
  • T-Box 和網絡安全
簡介目錄
Product Code: YSJ118

T-Box industry research: the market will be worth RMB10 billion and the integration trend is increasingly clear.

ResearchInChina released "Global and China Passenger Car T-Box Market Report, 2023", which combs through and summarizes the status quo, size, industry chain, and competitive pattern of the global and China passenger car T-Box markets, and provides an outlook on future trends.

China passenger car T-Box market will be valued at RMB10 billion in 2027

As more vehicles get connected and the demand for communication from functions like OTA, remote vehicle control and digital key increases, the demand for automotive T-Box is further expanding. In terms of market value, China's passenger car T-Box market was worth about RMB5.03 billion in 2022, a figure projected to reach about RMB10 billion in 2027, sustaining an AAGR of 14.8% in the next five years.

The competition among T-Box suppliers intensifies, and the market becomes more concentrated.

In terms of the competitive pattern, in 2022 the top ten passenger car T-Box suppliers in China took a combined share of about 80%, an increase of 16 percentage points over 2021. The market featured a higher concentration and the scale effect of companies became obvious.

Foreign suppliers mainly supply foreign brands:

  • LGE is still the largest T-Box supplier in China, positioned first in the Chinese T-Box market in recent years, and supplies such brands as Volkswagen, GM and Hyundai Kia;
  • Denso is the supplier of two Japanese brands, Toyota and Honda;
  • Continental mainly supplies Mercedes-Benz and Cadillac among others;
  • In addition to BMW, Valeo has also secured orders from some Chinese independent brands such as Changan Auto and Great Wall Motor.

China's local suppliers are making an expansion from local companies to foreign brands:

  • Neusoft Group ranked first among China's local T-Box suppliers in 2022, supplying not only independent brands such as Haval, Hongqi, Tank, Lynk & Co and ORA, but also foreign brands like BMW, Mercedes-Benz, Volvo and Audi;
  • Lan-You Technology mainly supplies the Dongfeng family, including Dongfeng's own brands like Dongfeng Aeolus and Dongfeng Forthing and also its joint venture brands such as Dongfeng Nissan and Dongfeng Infiniti.

Integration trends of T-Box

As well as data collection and forwarding, T-Box tends to offer many other functions including data cleansing, analysis, control, OTA, and integration and analysis of data from multiple ECUs. The trend for software and hardware integration is more obvious. From the prospective of hardware integration, the key trends cover the following.

1. T-Box integrates central gateway

T-Box and central gateway both process enormous amounts of data and have similar functions. The integration of them saves cost and improves data processing efficiency.

2. T-Box integrates 5G module

Since the commercial use of 5G in 2019, T-Box has started upgrading to 5G communication.

The passenger cars equipped with 5G as a standard configuration reached 279,000 units in 2022, accounting for 1.4%, a figure jumping to 4.2% in 2023Q1. In terms of T-Box manufacturers, as of February 2023, the Ministry of Industry and Information Technology (MIIT) has issued a total of 90 5G T-Box network access licenses, including 13 to Neusoft, 8 to Huawei and 8 to Datang Gohigh.

Product form trends of T-Box

In terms of product form, conventional T-Box is heading in the directions of smart antenna, V-Box and communication domain controller.

1. Smart antenna

Smart antennas such as 4G/GPS/BT antenna improve communication quality with fewer wire harnesses, thus saving costs.

  • Continental's new-generation T-Box for Mercedes-Benz, Volvo and PSA integrates a shark fin antenna;
  • Neusoft's smart antenna adopts the all-in-one design concept, integrating Tuner, GPS, Wi-Fi and other software and hardware. The integration of conventional shark fin and T-BOX and the collection and digitalization of the wireless signals of the whole vehicle are a way to overcome the difficulty of conventional wiring on the vehicle, functionally improving the communication quality, enabling the smooth, safe and integrated intelligent connection experience and all-scenario coverage, and effectively saving wiring cost. Neusoft's smart antenna has been widely used in Hongqi H9/HQ9 and other models. Meanwhile, the product fully supports 5G and 5G+V2X applications.

2. V-Box

T-Box communication modules evolve from single modules to integrated modules such as 4G+V2X and 5G+V2X, offering increasingly diversified functions, and bring out independent V-Box product forms.

Neusoft 5G V2X BOX supports 5G NSA/SA communication, L1+L5 GNSS, C-V2X communication, Gigabit Ethernet technology, CAN FD communication, LIN communication, Bluetooth 5.0+ communication, WiFi 6 communication, RKE, TPMS communication, and ETC. Currently, Neusoft 5G V2X BOX has been mass-produced for Geely, Great Wall and other auto brands, and will be installed in dozens of mid- and high-end models of well-known OEMs, making it possible for more intelligent vehicles to achieve high quality, stable intelligent communication.

3. Communication domain controller

As the automotive E/E architecture evolves from the distributed to the centralized, T-Box not only supports vehicle interior and exterior communication technologies such as 4G/5G, C-V2X, Bluetooth, UWB, and even 6G and satellite communications in the future, but also gradually integrates gateway, domain controller and other functions, evolving from a single electronic unit to an information communication domain controller and high-performance computing (HPC) platform.

Flaircomm Microelectronics started the information communication domain controller project in 2018, which has been installed by SAIC and other OEMs. With continuous efforts on iteration and upgrade, the company introduced a new-generation self-developed connection computing platform (CCP) in 2021, which not only supports information and communication domain capabilities (e.g., 4G/5G, C-V2X, gateway routing and FOTA), but also offers high-performance computing and data & communication security capabilities. This product can be used as an entry-level HPC product.

Table of Contents

1 Status Quo of T-Box Market

  • 1.1 System Architecture and Definition of T-Box
    • 1.1.1 System Architecture of T-Box
    • 1.1.2 System Architecture of Software and Hardware for T-Box
    • 1.1.3 T-Box Workflow
  • 1.2 Communication between T-Box and CAN
  • 1.3 T-Box Policies
  • 1.4 Installations and Installation rate of T-Box
    • 1.4.1 Global T-Box Installations and Installation Rate, 2020-2027E
    • 1.4.2 China T-Box Installations and Installation Rate, 2020-2027E
    • 1.4.3 TOP15 Brands by T-Box Installations in China
    • 1.4.4 TOP15 Models by T-Box Installations in China
    • 1.4.5 Price Structure of Models Installed with T-Box in China
  • 1.5 Network Access Statistics of T-Box in China
    • 1.5.1 Network Accesses of T-Box
    • 1.5.2 Rankings of T-Box Vendors
    • 1.5.3 5G T-Box Vendors with Network Access Licenses
  • 1.6 Competitive Pattern of T-Box Market
    • 1.6.1 Competitive Pattern of Global T-Box Suppliers
    • 1.6.2 Comparison between Global Passenger Car T-Box Vendors
    • 1.6.3 Competitive Pattern of China T-Box Suppliers
    • 1.6.4 Comparison between Major China T-Box Vendors

2 T-Box Industry Chain

  • 2.1 T-Box Industry Chain
  • 2.2 Cost Composition of T-Box
  • 2.3 Communication Modules
    • 2.3.1 T-Box Market's Demand for Communication Module
    • 2.3.2 Competitive Pattern in Automotive Communication Module
    • 2.3.3 Communication Modules for T-Box
  • 2.4 Automotive MCUs
    • 2.4.1 T-Box Market's Demand for Automotive MCU
    • 2.4.2 Competitive Pattern in Automotive MCU
    • 2.4.3 Overseas Automotive MCUs for T-Box
    • 2.4.4 China Automotive MCUs for T-Box
  • 2.5 Typical T-Box Solutions of OEMs
    • 2.5.1 GM
    • 2.5.2 WEY Mocha
    • 2.5.3 Volvo
    • 2.5.4 Mercedes-Benz

3 T-Box Business of MCU and Communication Module Suppliers

  • 3.1 T-Box Solutions Based on Automotive MCU
    • 3.1.1 NXP MCU-based T-Box Architecture
    • 3.1.2 Renesas MCU-based T-Box Design
    • 3.1.3 Infineon SPC584B-based T-Box Solution
    • 3.1.4 Autochips AC781x
    • 3.1.5 GigaDevice GD32A Series
    • 3.1.6 Hangshun HK32AUTO39A Family
    • 3.1.7 ChipON KF32A Series
    • 3.1.8 Semidrive E3 Series
    • 3.1.9 AMEC BAT32A2 Series
    • 3.1.10 CVA-Chip Blue Whale M01 Series
    • 3.1.11 Flagchip FC4150 Series
    • 3.1.12 Geehy APM32F103RCT7 Series
  • 3.2 T-Box Business Layout of Communication Module Suppliers
    • 3.2.1 Quectel
    • 3.2.2 Fibocom
    • 3.2.3 Gosuncn
    • 3.2.4 Huawei
    • 3.2.5 ZTE

4 Global T-Box Vendors

  • 4.1 LGE
    • 4.1.1 Profile
    • 4.1.2 Automotive Components Business
    • 4.1.3 Features and Customers of T-Box Products
    • 4.1.4 T-Box Solutions for XXXX
    • 4.1.5 Dynamics in 5G T-Box
  • 4.2 Denso
    • 4.2.1 Profile
    • 4.2.2 T-Box Products
  • 4.3 Continental
    • 4.3.1 Profile
    • 4.3.2 Features and Customers of T-Box Products
    • 4.3.3 T-Box Products Developed for XXXX (1)
    • 4.3.4 T-Box Products Developed for XXXX (2)
    • 4.3.5 5G T-Box Products
  • 4.4 Valeo
    • 4.4.1 Profile
    • 4.4.2 Features and Customers of T-Box Products
  • 4.5 Harman
    • 4.5.1 Profile
    • 4.5.2 5G T-Box Products and Customers
    • 4.5.3 5G TCU Module for XXXX
  • 4.6 Visteon
    • 4.6.1 Profile
    • 4.6.2 T-Box Products
  • 4.7 Bosch
    • 4.7.1 Profile
    • 4.7.2 T-Box and Software
    • 4.7.3 Dynamics in Vehicle Computing Platform and 5G
  • 4.8 Ficosa
    • 4.8.1 Profile
    • 4.8.2 T-Box Products and Customers

5 Chinese T-Box Vendors

  • 5.1 Neusoft
    • 5.1.1 Profile
  • 5.1.2 Intelligent Communication (T-Box) Products
  • 5.1.3 5G V2X T-Box
  • 5.1.4 T-Box Automaker Customers and Cooperation Cases
  • 5.2 Lan-You Technology
    • 5.2.1 Profile
    • 5.2.2 Vehicle Intelligent Terminal Integrated Solutions
    • 5.2.3 4G/5G T-Box Product Matrix
    • 5.2.4 Introduction to 4G/5G T-Box Products
    • 5.2.5 Specifications of 4G/5G T-Box Products
    • 5.2.6 T-Box Automaker Customers
    • 5.2.7 Vehicle Intelligent Connection Development Layout: Intelligent Driving & Intelligent Cockpit
    • 5.2.8 Vehicle Intelligent Connection Development Layout: Cloud Platform
  • 5.3 Gosuncn
    • 5.3.1 Profile
    • 5.3.2 T-Box Products and Customers
    • 5.3.3 5G T-Box R&D
  • 5.4 Flaircomm Microelectronics
    • 5.4.1 Profile
    • 5.4.2 Operation
    • 5.4.3 Products and Technology Roadmap
    • 5.4.4 Products and Services
    • 5.4.5 EEA Products Route
    • 5.4.6 Information Communication Domain Solution
    • 5.4.7 Telematics Solution
    • 5.4.8 Telematics Intelligent Terminals
    • 5.4.9 T-Box Products
    • 5.4.10 T-Box 1.0 & 2.0
    • 5.4.11 T-Box 3.6 & 4.0
    • 5.4.12 5G T-Box
    • 5.4.13 T-Box and Telematics Customers
  • 5.5 Jinwei Hirain
    • 5.5.1 Profile
    • 5.5.2 Development History
    • 5.5.3 R&D and Production Layout
    • 5.5.4 Operating Results in 2022
    • 5.5.5 Automotive Electronic Accessories
    • 5.5.6 T-Box Products
    • 5.5.7 T-Box Automaker Customers
    • 5.5.8 Main Customers
  • 5.6 Desay SV
    • 5.6.1 Profile
    • 5.6.2 5G T-Box Products and Customers
  • 5.7 THREAD
    • 5.7.1 Profile
    • 5.7.2 4G T-Box Products
    • 5.7.3 Timeshare Rental Solutions Based on T-Box
    • 5.7.4 T-Box Automaker Customers
    • 5.7.5 5G T-Box Products
  • 5.8 Shanghai Changxing Software
    • 5.8.1 Profile
    • 5.8.2 "Cloud - Pipe - Terminal" Integrated Telematics Solution
    • 5.8.3 T-Box Products
    • 5.8.4 T-Box Customers
  • 5.9 Honghu Technology
    • 5.9.1 Profile
    • 5.9.2 T-Box Products
    • 5.9.3 Telematics Solutions Based on T-Box
    • 5.9.4 T-Box Automaker Customers
  • 5.10 SiRun
    • 5.10.1 Profile
    • 5.10.2 T-Box Products and Customers
    • 5.10.3 5G T-Box Products
  • 5.11 PATEP
    • 5.11.1 Profile
    • 5.11.2 Data Products
    • 5.11.3 T-Box Products
    • 5.11.4 V2X T-Box Products
    • 5.11.5 Main T-Box Customers
    • 5.11.6 5G C-V2X T-Box Products
  • 5.12 Unicom Continental Intelligent Transportation Technology (UCIT)
    • 5.12.1 Profile and T-Box Products
    • 5.12.2 Continental - China TransInfo Bought in UCIT
    • 5.12.3 5G OBU
  • 5.13 INTEST
    • 5.13.1 Profile
    • 5.13.2 T-Box Products
    • 5.13.3 5G T-Box Products
    • 5.13.4 Telematics Solutions Based on T-Box
    • 5.13.5 New Energy Vehicle Timeshare Rental Solutions
    • 5.13.6 T-Box Automaker Customers
  • 5.14 SOLING
    • 5.14.1 Profile
    • 5.14.2 T-Box Products
    • 5.14.3 Telematics Solutions Based on T-Box
  • 5.15 JOYNEXT
    • 5.15.1 Profile
    • 5.15.2 5G T-Box Products
  • 5.16 Hopechart
    • 5.16.1 Profile
    • 5.16.2 New Energy Vehicle Telematics Solutions
    • 5.16.3 T-Box Products
    • 5.16.4 Dynamics in 5G T-Box & Telematics and Automaker Customers
  • 5.17 Yaxon Network
    • 5.17.1 Profile
    • 5.17.2 T-Box Products
    • 5.17.3 5G V2X OBU
  • 5.18 Yuwei Information & Technology
    • 5.18.1 Profile
    • 5.18.2 T-Box Products
  • 5.19 BICV
    • 5.19.1 Profile
    • 5.19.2 Products and Services
    • 5.19.3 T-Box Products
    • 5.19.4 Communication-Navigation Integrated Positioning Terminal
    • 5.19.5 T-Box Automaker Customers
  • 5.20 iGentAI
    • 5.20.1 Profile
    • 5.20.2 T-Box Products
  • 5.21 Shenzhen SOFAR Communication
    • 5.21.1 Profile
    • 5.21.2 T-Box Products
  • 5.22 Sinocastel
    • 5.22.1 Profile
    • 5.22.2 T-Box Products
    • 5.22.3 OEM Solutions Based on T-Box
  • 5.23 Yunka Intelligent
    • 5.23.1 Profile
    • 5.23.2 T-Box Products
  • 5.24 Nobo Automotive Technology
    • 5.24.1 Profile
    • 5.24.2 5G T-Box Products and Customers

6 Development Trends of T-Box

  • 6.1 Market Size
    • 6.1.1 Global and China T-Box Market Size in the Next 5 Years
    • 6.1.2 Global and China T-Box Market Size Estimation Table in the Next 5 Years
  • 6.2 Product Form Trends of T-Box
    • 6.2.1 Smart Antenna
    • 6.2.2 V-Box
    • 6.2.3 Information Communication Domain Controller
  • 6.3 Integration Trends of T-Box
    • 6.3.1 T-Box Integrating 5G Modules
    • 6.3.2 Features of 5G T-Box
    • 6.3.3 5G T-Box Installations of OEMs
    • 6.3.4 Competitive Pattern of 5G T-Box Suppliers
    • 6.3.5 Heating Problem of 5G T-Box
  • 6.4 Alternatives to T-Box
  • 6.5 T-Box and Cyber Security
    • 6.5.1 Cyber Security Threats to T-Box
    • 6.5.2 Security Measures of T-Box Vendors
    • 6.5.3 T-Box Security Certification
    • 6.5.4 EU T-Box Certification Regulations and Directives