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乘用車ADAS域控制器、主控芯片中國市場數據及供應商（2023年1季度）
市場調查報告書
商品編碼
1337765

乘用車ADAS域控制器、主控芯片中國市場數據及供應商（2023年1季度）

China Passenger Car ADAS Domain Controller,Master Chip Market Data and Supplier Research Report, 2023Q1
出版日期: | 出版商: ResearchInChina | 英文 95 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

2023年第一季度，中國搭載L2+及以上自動駕駛功能的乘用車（不含進口車）銷量達到36萬輛，同比增長68.2%。

本報告對中國L2+及以上（含L2+、L2.5、L2.9）乘用車ADAS域控制器市場進行調查，提供ADAS域控制器市場和主芯片市場數據，以及主要市場信息提供了供應商的現狀、最新的行業發展趨勢以及未來六個季度和未來五年的市場規模預測。

目錄

第一章總體數據趨勢

  • L2+ 以上的銷售額
    • 中國L2+及以上乘用車銷量及滲透率（2021年第一季度至2023年第一季度）
    • L2+在中國乘用車市場的份額（2021年第一季度至2023年第一季度）
    • 中國乘用車L2+及以上的安裝結構：按價格範圍劃分（2021年第一季度 - 2023年第一季度）
    • 中國乘用車L2+及以上車型的普及：按價格範圍劃分（2021年第一季度至2023年第一季度）
    • 中國乘用車中 L2+ 或更高級別的安裝量和滲透率：按 OEM 類型劃分（2021 年第一季度 - 2023 年第一季度）
    • 中國L2+及以上乘用車銷量：按能源類型劃分（2021年第一季度-2023年第一季度）
    • 中國L2+以上乘用車銷量結構：按能源類型（2021年1季度-2023年1季度）
    • 中國L2+以上乘用車車型擴散情況：按能源類型劃分（2021年第一季度 - 2023年第一季度）
    • 中國乘用車L2+及以上安裝結構：按汽車品牌劃分（2022年第一季度-2023年第一季度）
  • L2+車型銷售
    • 中國乘用車中 L2+ 的安裝情況：按車型價格範圍劃分（2022 年第 1 季度 - 2023 年第 1 季度）
    • 中國乘用車L2+安裝情況：按整車廠類型劃分（2022年第一季度至2023年第一季度）
    • 中國乘用車L2+搭載結構：按燃料分（2022年第一季度至2023年第一季度）
  • L2.5車型銷售
    • 中國乘用車L2.5安裝情況：按車型價格範圍劃分（2022年第一季度至2023年第一季度）
    • 中國乘用車L2.5安裝情況：按整車廠類型劃分（2022年第一季度至2023年第一季度）
    • 中國乘用車L2.5搭載結構：按燃料分（2022年第一季度至2023年第一季度）
  • L2.9車型的銷售
    • 中國乘用車中 L2.9 的安裝情況：按車型價格範圍劃分（2022 年第 1 季度 - 2023 年第 1 季度）
    • 中國乘用車中 L2.9 的安裝情況：按 OEM 類型劃分（2022 年第 1 季度 - 2023 年第 1 季度）
    • 中國乘用車L2.9搭載結構：按燃料劃分（2022年第一季度至2023年第一季度）
  • ADAS域控制器/算法供應商市場份額（L2+及以上）
    • 中國乘用車L2+（域控制器）供應商市場份額（2021年1季度-2023年1季度）
    • 中國乘用車L2+（算法）供應商市場份額（2021年1季度-2023年1季度）
    • 中國乘用車L2+及以上（域控制器）供應商（合資模式）市場份額（2021年1季度-2023年1季度）
    • 中國乘用車L2+（域控制器）供應商（中國自主車型）市場份額（2021年1季度-2023年1季度）
    • 中國乘用車L2+及以上（算法）供應商（合資模式）市場份額（2021年1季度-2023年1季度）
    • 中國乘用車L2+（算法）供應商（中國自主車型）市場份額（2021年1季度-2023年1季度）
  • ADAS域控制器芯片（L2+及以上）市場結構
    • 中國L2+以上乘用車車型域控制器主芯片解決方案份額（2021年1季度-2023年1季度）
    • 中國L2+及以上乘用車車型域控制器主芯片安裝（2021年第一季度至2023年第一季度）
    • 中國L2+乘用車車型域控制器主芯片市場佔有率（2021年1季度-2023年1季度）
    • 中國L2+乘用車車型域控制器主芯片安裝情況（2021年第一季度-2023年第一季度）
    • 中國L2.5乘用車車型域控制器主芯片市場佔有率（2021年1季度-2023年1季度）
    • 中國L2.5乘用車車型域控主芯片安裝情況（2021年第一季度-2023年第一季度）
    • 中國L2.9乘用車車型域控制器主芯片市場佔有率（2021年1季度-2023年1季度）
    • 中國L2.9乘用車車型域控制器主芯片安裝（2021年第一季度至2023年第一季度）
  • L2+及以上車型停車系統的市場數據
    • 自動泊車在L2+及以上乘用車車型中的普及（2021年第一季度至2023年第一季度）
    • L2+及以上乘用車停車系統供應商市場份額（2021年第一季度-2023年第一季度）
    • L2+及以上乘用車歸屬區停車試點數量（2021年第一季度至2023年第一季度）
    • 遠程停車在L2+及以上乘用車車型中的普及程度（2021年第一季度至2023年第一季度）
    • 視覺停車在 L2+ 及以上乘用車車型中的廣泛應用（2021 年第 1 季度 - 2023 年第 1 季度）

第二章 ADAS域控制器企業數據及動態

  • Desay SV
  • Freetech
  • Aptiv
  • Hong Jing Drive
  • Veoneer
  • iMotion
  • Bosch
  • ZF
  • Jingwei Hirain
  • 其他 ADAS 域控制供應商動態

第 3 章 ADAS 域控制器主芯片供應商數據和動態

  • Nvidia
  • Mobileye
  • Horizon Robotics
  • TI
  • 其他 ADAS SoC 供應商動態
    • Black Sesame Technologies的最新機制
    • Hoomo.AI最新機制
    • SiEngine 的最新機制
    • Chipletgo 的最新機制

第四章數據預測與趨勢

  • 數據預測
  • 趨勢和動態
簡介目錄
Product Code: SDY019

Quarterly Report on ADAS Domain Controllers: L2+ and above ADAS Domain Controller Master Chip Market Structure

This report highlights the passenger car L2+ and above (including L2+, L2.5 and L2.9) ADAS domain controller market data, the ADAS domain controller master chip market data, the status quo and layout of major suppliers, the latest industry development trends, and the market size forecast for the next six quarters and the next five years.

L2+, L2.5, and L2.9 are defined as follows:

  • L2+: Feature L2 functions, as well as automatic lane change or HD maps
  • L2.5: Feature L2 functions, as well as highway NOP
  • L2.9: Feature L2 functions, as well as city NOP

In 2023Q1, the sales of passenger cars (excluding imported ones) equipped with L2+ and above autonomous driving functions hit 360,000 units in China, a like-on-like upsurge of 68.2%. These 360,000 L2+ and above cars carried a total of 656,000 ADAS master chips, of which: Tesla's self-developed FSD chips swept 41.7%; Nvidia's chips, most of which offer high computing power, were about 190,000 pieces, taking a 29.0% share.

According to expert interviews, this report also answers the following questions:

1. Currently what is the purchase price of a mainstream intelligent driving SoC and the domain controller based on this SoC?

  • Nvidia OrinX
  • Nvidia Xavier
  • Mobileye EyeQ4
  • Mobileye EyeQ5
  • TI TDA4 VM
  • TI TDA4 VH
  • Horizon Robotics J2
  • Horizon Robotics J3
  • Horizon Robotics J5
  • Black Sesame A1000
  • Black Sesame A1000L
  • Huawei Ascend 610
  • Qualcomm 8295
  • Ambarella CV72AQ

2. What are the advantages and disadvantages of the current mainstream ADAS SoCs?

  • Nvidia OrinX
  • Mobileye EyeQ4
  • Mobileye EyeQ5
  • TI TDA4 VM
  • TI TDA4 VH
  • Horizon Robotics J2
  • Horizon Robotics J3
  • Horizon Robotics J5
  • Black Sesame A1000
  • Black Sesame A1000L
  • Huawei Ascend 610
  • Qualcomm New Generation Snapdragon Ride
  • Qualcomm 8295
  • Ambarella CV72AQ

3. The average intelligent driving domain controller packs a functional safety chip. Examples include TC397 and TC497, and what is their respective approximate purchase price? Is there any Chinese product to replace the TC Family, and what is the approximate purchase price of the domestic product?

4. Currently what is the proportion of the intelligent driving domain controller to the entire intelligent driving system (including sensor and decision systems and excluding the execution system)? What is the average proportion of the intelligent driving system to the cost of a vehicle?

5. Tesla (as well as NIO, Huawei, etc.) insists on charging for the intelligent driving system, while the NOA system of Li Auto is free. Which one do you think represents the future trend?

6. We see that there are still increasing high-compute chip companies trying to enter the intelligent driving chip market, such as Cambricon Singgo, Chipletgo (chiplet technology), Rhino, and Houmo.AI (the first computing in memory chip). Do you think they still have a market opportunity? If so, who do you prefer, and why?

7. We have seen that leading high-compute chip companies like Qualcomm, Horizon Robotics and Nvidia have large software teams working on basic software and algorithms such as middleware, visual perception algorithm, driving and parking algorithms, and NOA algorithm, and they obviously squeeze the living space of conventional Tier 1 suppliers. ADAS Tier 1 suppliers also try to multiplex algorithms provided by mainstream chip companies in a bid to launch driving-parking integrated or NOA solutions as fast as they can. Will this blunt the competitive edges of ADAS Tier 1 suppliers?

8. NIO, Xpeng and Li Auto independently develop intelligent driving domain controllers. Competitive OEMs like SAIC, Geely, Great Wall Motor, BYD and Chery all build their own autonomous driving team to self-develop intelligent driving domain controllers. Will this narrow the living space of Tier 1 suppliers engaged in intelligent driving domain controllers? How should intelligent driving Tier 1 suppliers respond?

9. Which type of intelligent driving domain controller companies perform well at present, and what's the reason? Please give an example.

10. Which type of intelligent driving domain controller companies are unsuccessful in the business development, and what's the reason? Please give an example.

11. Some listed cockpit companies like ThunderSoft, Desay SV and Foryou have set up an autonomous driving department or branch, and also deploy cockpit-driving integration. What do you think of the intelligent driving domain controllers developed by them? Do you think they will gain an upper hand in the implementation of cockpit-driving integration?

12. In the development of driving-parking integrated domain controllers (or cockpit-driving integrated domain controllers), OEMs split the task into two or more to suppliers, or some outsource it to one supplier. Which model do you prefer, and why?

13. Single-chip driving-parking integrated domain controllers that can bring a lower cost are becoming an important direction. Do you think they can become mainstream, and why?

14. Many driving-parking integrated domain controllers use the TDA4 and J3 combination. What is the purpose of this and what do they complement each other?

15. Now cutting-edge autonomous driving companies have switched to BEV algorithms. What impact will it have on the design of autonomous driving domain controllers?

16. It is said that quite a few start-ups have engineering difficulties in their driving-parking integrated domain controller projects. Although their products have been designated, they fail to achieve engineering implementation and mass production. What's the main reason? Does this mean that ADAS companies without a Tier 1 background will face big challenges in OEM mass production even if they are proficient in algorithms? How to solve this problem?

Table of Contents

1 Overall Data Trends

  • 1.1 Sales of L2+ and Above
    • 1.1.1 Sales and Penetration of L2+ and Above Passenger Cars in China, 2021Q1-2023Q1
    • 1.1.2 Share of L2+ in China Passenger Car Market, 2021Q1-2023Q1
    • 1.1.3 Installation Structure of L2+ and Above in Passenger Cars (by Price Range) in China, 2021Q1-2023Q1
    • 1.1.4 Penetration of L2+ and Above in Passenger Cars (by Price Range) in China, 2021Q1-2023Q1
    • 1.1.5 Installations and Penetration of L2+ and Above in Passenger Cars (by OEM Type) in China, 2021Q1-2023Q1
    • 1.1.6 Sales of L2+ and Above Passenger Car Models (By Energy Type) in China, 2021Q1-2023Q1
    • 1.1.7 Sales Structure of L2+ and Above Passenger Car Models (By Energy Type) in China, 2021Q1-2023Q1
    • 1.1.8 Penetration of L2+ and Above Passenger Car Models (by Energy Type) in China, 2021Q1-2023Q1
    • 1.1.9 Installation Structure of L2+ and Above in Passenger Cars (By Auto Brand) in China, 2022Q1-2023Q1
  • 1.2 Sales of L2+ Vehicle Models
    • 1.2.1 Installations of L2+ in Passenger Cars (by Model Price Range) in China, 2022Q1-2023Q1
    • 1.2.2 Installations of L2+ in Passenger Cars (by OEM Type) in China, 2022Q1-2023Q1
    • 1.2.3 Installation Structure of L2+ in Passenger Cars (by Fuel Type) in China, 2022Q1-2023Q1
  • 1.3 Sales of L2.5 Vehicle Models
    • 1.3.1 Installations of L2.5 in Passenger Cars (by Model Price Range) in China, 2022Q1-2023Q1
    • 1.3.2 Installations of L2.5 in Passenger Cars (by OEM Type) in China, 2022Q1-2023Q1
    • 1.3.3 Installation Structure of L2.5 in Passenger Cars (by Fuel Type) in China, 2022Q1-2023Q1
  • 1.4 Sales of L2.9 Vehicle Models
    • 1.4.1 Installations of L2.9 in Passenger Cars (by Model Price Range) in China, 2022Q1-2023Q1
    • 1.4.2 Installations of L2.9 in Passenger Cars (by OEM Type) in China, 2022Q1-2023Q1
    • 1.4.3 Installation Structure of L2.9 in Passenger Cars (by Fuel Type) in China, 2022Q1-2023Q1
  • 1.5 Market Share of ADAS Domain Controller/Algorithm Suppliers (L2+ and Above)
    • 1.5.1 Market Share of Passenger Car L2+ and Above (Domain Controller) Suppliers in China, 2021Q1-2023Q1
    • 1.5.2 Market Share of Passenger Car L2+ and Above (Algorithm) Suppliers in China, 2021Q1-2023Q1
    • 1.5.3 Market Share of Passenger Car L2+ and Above (Domain Controller) Suppliers (Joint Venture Models) in China, 2021Q1-2023Q1
    • 1.5.4 Market Share of Passenger Car L2+ and Above (Domain Controller) Suppliers (Chinese Independent Models) in China, 2021Q1-2023Q1
    • 1.5.5 Market Share of Passenger Car L2+ and Above (Algorithm) Suppliers (Joint Venture Models) in China, 2021Q1-2023Q1
    • 1.5.6 Market Share of Passenger Car L2+ and Above (Algorithm) Suppliers (Chinese Independent Models) in China, 2021Q1-2023Q1
  • 1.6 ADAS Domain Controller Chip Market Structure (L2+ and Above)
    • 1.6.1 Share of Domain Controller Master Chip Solutions for L2+ and Above Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.2 Installations of Domain Controller Master Chips in L2+ and Above Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.3 Market Share of Domain Controller Master Chips for L2+ Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.4 Installations of Domain Controller Master Chips in L2+ Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.5 Market Share of Domain Controller Master Chips for L2.5 Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.6 Installations of Domain Controller Master Chips in L2.5 Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.7 Market Share of Domain Controller Master Chips for L2.9 Passenger Car Models in China, 2021Q1-2023Q1
    • 1.6.8 Installations of Domain Controller Master Chips in L2.9 Passenger Car Models in China, 2021Q1-2023Q1
  • 1.7 Market Data of Parking Systems for L2+ and Above Vehicle Models
    • 1.7.1 Penetration of Automated Parking in L2+ and Above Passenger Car Models, 2021Q1-2023Q1
    • 1.7.2 Market Share of Parking System Suppliers for L2+ and Above Passenger Car Models, 2021Q1-2023Q1
    • 1.7.3 Penetration of Home-zone Parking Pilot in L2+ and Above Passenger Car Models, 2021Q1-2023Q1
    • 1.7.4 Penetration of Remote Parking in L2+ and Above Passenger Car Models, 2021Q1-2023Q1
    • 1.7.5 Penetration of Vision-based Parking in L2+ and Above Passenger Car Models, 2021Q1-2023Q1

2 Data and Dynamics of ADAS Domain Controller Companies

  • 2.1 Desay SV
    • 2.1.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.1.2 Latest Dynamics
  • 2.2 Freetech
    • 2.2.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.2.2 Latest Dynamics
  • 2.3 Aptiv
    • 2.3.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.3.2 Latest Dynamics
  • 2.4 Hong Jing Drive
    • 2.4.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.4.2 Latest Dynamics
  • 2.5 Veoneer
    • 2.5.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.5.2 Latest Dynamics
  • 2.6 iMotion
    • 2.6.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.6.2 Latest Dynamics
  • 2.7 Bosch
    • 2.7.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.7.2 Latest Dynamics
  • 2.8 ZF
    • 2.8.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.8.2 Latest Dynamics
  • 2.9 Jingwei Hirain
    • 2.9.1 (L2+ and Above) ADAS Domain Controller Sales, 2021Q1-2023Q1
    • 2.9.2 Latest Dynamics
  • 2.10 Dynamics of Other ADAS Domain Control Suppliers

3 Data and Dynamics of ADAS Domain Controller Master Chip Vendors

  • 3.1 Nvidia
    • 3.1.1 (L2+ and Above) ADAS Domain Controller Chip Sales, 2021Q1-2023Q1
    • 3.1.2 Latest Dynamics
  • 3.2 Mobileye
    • 3.2.1 (L2+ and Above) ADAS Domain Controller Chip Sales, 2021Q1-2023Q1
    • 3.2.2 Latest Dynamics
  • 3.3 Horizon Robotics
    • 3.3.1 (L2+ and Above) ADAS Domain Controller Chip Sales, 2021Q1-2023Q1
    • 3.3.2 Latest Dynamics
  • 3.4 TI
    • 3.4.1 (L2+ and Above) ADAS Domain Controller Chip Sales, 2021Q1-2023Q1
    • 3.4.2 Latest Dynamics
  • 3.5 Dynamics of Other ADAS SoC Vendors
    • 3.5.1 Latest Dynamics of Black Sesame Technologies
    • 3.5.2 Latest Dynamics of Houmo.AI
    • 3.5.3 Latest Dynamics of SiEngine
    • 3.5.4 Latest Dynamics of Chipletgo
  • .......................

4 Data Forecast and Trends

  • 4.1 Data Forecast
    • 4.1.1 Sales of Above L2+ ADAS Domain Controllers, 2022Q1-2024Q4E
    • 4.1.2 Installations of Masters Chips in Above L2+ Vehicle Models, 2022Q1-2024Q4E
    • 4.1.3 Penetration of L2+/L2.5/L2.9, 2022Q1-2024Q4E
    • 4.1.4 Sales of Above L2+ ADAS Domain Controllers, 2021-2028E
    • 4.1.5 Installations of Masters Chips in Above L2+ Vehicle Models, 2021-2028E
    • 4.1.6 Penetration of L2+/L2.5/L2.9, 2022-2028E
    • 4.1.7 Above L2+ ADAS Domain Controller Market Size, 2021-2028E
    • 4.1.8 Market Size of ADAS Master Chips for Above L2+ Vehicle Models, 2021-2028E
  • 4.2 Trends and Dynamics
    • 4.2.1 Current Purchase Prices of the Mainstream Intelligent Driving SoC and the Domain Controller Based on the SoC
    • 4.2.2 Advantages and Disadvantages of Current Mainstream ADAS SoCs
    • 4.2.3 Purchase Price of Functional Safety Chips and Replacement of Foreign Products in China
    • 4.2.4 Market Opportunities for New High-compute ADAS Chip Entrants
    • 4.2.5 Will the Living Space of Conventional ADAS Tier 1 Suppliers Be Squeezed by ADAS Chip Companies and OEMs?
    • 4.2.6 Which Type of ADAS Domain Controller Companies Perform Well
    • 4.2.7 Which Type of ADAS Domain Controller Companies Fail to Develop the Business
    • 4.2.8 Where Are the Opportunities for Listed Cockpit Companies to Deploy ADAS Domain Controllers
    • 4.2.9 The Development Outsourcing Model for Driving-parking Integrated Domain Controllers (or Cockpit-driving Integrated Domain Controllers)
    • 4.2.10 What Impact BEV Algorithms Have on the Design of Autonomous Driving Domain Controllers
    • 4.2.11 Engineering Challenges Faced by Start-ups in Driving-parking Integrated Domain Controller Projects