智慧座艙域控制器/SoC市場(2023年第2季)
市場調查報告書
商品編碼
1348749

智慧座艙域控制器/SoC市場(2023年第2季)

Intelligent Cockpit Domain Controller and SoC Market Analysis Report, 2023Q2

出版日期: | 出版商: ResearchInChina | 英文 110 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

2021年第一季至2023年第二季度,中國乘用車智慧座艙域控制器安裝數量整體呈現成長趨勢。2023年第一季年增96.7%至96.48萬台,安裝率為23.7%;2023年第二季年增119.7%至132.57萬台,安裝率為25.6% 。

該報告調查了智慧座艙域控制器/SoC市場,並提供了數量和滲透率數據、公司數據和行業發展趨勢等資訊。

目錄

第一章 整體數據趨勢

  • 座艙域控制器整體安裝
    • 安裝的駕駛艙域控制器數量(2021 年第一季 - 2023 年第二季)
    • 安裝的駕駛艙域控制器數量:按價格範圍劃分(2021 年第一季 - 2023 年第二季)
    • 駕駛艙域控制器滲透率:依價格範圍劃分(2021 年第一季 - 2023 年第二季)
    • 安裝的駕駛艙域控制器數量和滲透率:按 OEM 類型劃分(2021 年第一季 - 2023 年第二季)
    • 座艙域控制器的數量和滲透率:按能源類型劃分(2021年第一季 - 2023年第二季)
    • 中國乘用車品牌座艙控制器前15保有量及滲透率(2023年第2季)
    • 中國乘用車車型座艙控制器搭載前15名(2023年第2季)
  • 安裝數量:依駕駛艙級別
  • 座艙域控制器供應商市場份額
    • 十大駕駛艙域控制器供應商(2023 年第 2 季)
    • 中國前10名獨立OEM座艙控制器廠商(2023年2季)
    • 十大合資OEM座艙域控制器供應商(2023年第2季)
  • 座艙域控制器 SoC 供應商市場份額
    • 座艙域控制器 SoC 供應商市佔率(2023 年第 2 季)
    • 按類型劃分的駕駛艙域控制器 SoC 市場份額(2023 年第 2 季)
    • 高通 8155 SoC 市佔率(2023 年第二季)
    • 中國自主整車廠座艙域控制器SoC市佔率(2023年2季)
    • 合資OEM座艙域控制器SoC市佔率(2023年第2季)
  • 10萬元-20萬元車型智慧座艙市場數據
  • 20萬-30萬元車型智慧座艙市場數據
  • 30萬元-50萬元車型智慧座艙市場數據

第 2 章:駕駛艙域控制器企業資料與動態

  • FindDreams Technology
  • Megatronix
  • Continental
  • Desay SV
  • Yanfeng Visteon
  • Harman
  • Bosch
  • Panasonic

第 3 章:駕駛艙域控制器 SoC 供應商資料與動態

  • Qualcomm
  • AMD
  • Intel
  • Renesas
  • Samsung
  • NVIDIA
  • MediaTek
  • Huawei
  • TI
  • 其他座艙SoC公司動態
    • UNISOC
    • SiEngine

第四章 預測資料及趨勢

  • 預測數據
    • 座艙域控制器數量及滲透率(2021年第1季至2024年第4季)
    • 駕駛艙域控制器的數量和滲透率:按供應商類型劃分(2021 年第一季 - 2024 年第四季)
    • 安裝的駕駛艙域控制器數量和滲透率:按駕駛艙等級劃分(2021 年第一季 - 2024 年第四季)
    • 安裝的駕駛艙域控制器數量:按價格(2021 年第一季 - 2024 年第四季)
    • 座艙域控制器/SoC 市場規模(2021 年第 1 季 - 2024 年第 4 季)
  • 趨勢
    • 目前主流座艙SoC及基於SoC的網域控制器採購價格
    • 目前主流座艙SoC的優缺點
    • MCU採購價格,與中國替代方案集成
    • 座艙域控制器和SoC發展趨勢
    • 對駕駛艙推動中央運算平台整合趨勢的看法
  • Qualcomm SA8255P可望再次稱霸智慧座艙市場
    • Qualcomm SA8255P、8155、8295對比
    • SA8255P的功能安全設計
    • SA8255P和8295P的進一步比較
簡介目錄
Product Code: YPX007

Cockpit domain controller and chip in 2023Q2: by intelligent cockpit level, L1 surged by 105% on a like-on-like basis, and L2 soared by 171%.

On May 17, 2023, the "White Paper on Automotive Intelligent Cockpit Levels and Comprehensive Evaluation" prepared by China-SAE together with industry professionals was officially released. It defines five levels of intelligent cockpits from L0 to L4.

Referring to China-SAE's automotive intelligent cockpit levels and combining cockpit functions of mainstream vehicle models on market, ResearchInChina presents the intelligent cockpit levels in the form of specific function parameters, and divides intelligent cockpit into 4 levels.

This Report only studies vehicle models with both L1+ intelligent cockpit functions (including L1, L2, L3 and L4) and cockpit domain controllers.

According to ResearchInChina, from 2021Q1 to 2023Q2, the installations of intelligent cockpit domain controllers in passenger cars in China showed an overall upward trend. In 2023Q1, the installations surged by 96.7% on an annualized basis to 964,800 units, and the installation rate was 23.7%; in 2023Q2, the installations reached 1,325,700 units, soaring by 119.7%, and the installation rate was 25.6%.

Currently, cockpit domain controller and intelligent driving domain controller are very similar in hardware architecture, both being the SoC+MCU solution. The core of cockpit domain controller is cockpit SoC, and single-chip multi-system solutions prevail at present. In 2023Q2, single-SoC solutions swept 92.6%, largely from Qualcomm and AMD; dual-SoC solutions made up 7.4%, mainly Qualcomm 8155.

From the sales of models of differing intelligent cockpit levels, it can be seen that in 2023Q2, the sales of models equipped with L1 intelligent cockpit with cockpit domain controller reached 950,000 units, jumping by 104.7% from the prior-year period, of which joint venture and Chinese independent automakers each occupied more than 40%; the sales of models with equipped with L2 intelligent cockpit with cockpit domain controller were 357,000 units, a like-on-like spurt of 170.5%, of which Chinese independent automakers accounted for 61%, and emerging car brands shared 32.4%; the sales of models equipped with L3 intelligent cockpit with cockpit domain controller were 1,8000 units, of which emerging car brands swept 98.8%.

Different types of OEMs vary greatly not only in layout of intelligent cockpit level but also in selection of cockpit domain control chip for vehicle models in different price range.

When it comes to intelligent cockpit chips, people often think that the vast majority of master chips for models with an intelligent cockpit are Qualcomm SA8155P. Actually, ResearchInChina's statistics shows that in models priced at RMB100,000-200,000, Qualcomm SA8155P boasts the highest share, but only 38%. In the intelligent cockpit domain control master chip market for models in the price ranges of RMB200,000-300,000 and RMB300,000-500,000, Qualcomm SA8155P makes up 21.9% and 31.2%, respectively.

The huge development potential of intelligent cockpits and the high differentiation in market segments bring market opportunities to latecomers of intelligent cockpit chips and domain controllers as well.

This Report provides in-depth analysis of intelligent cockpit domain controller and master chip market segments via a detailed and accurate database, and also demonstrates the industry development trends through expert interviews. Intelligent cockpit domain controller and SoC players and participants can also know the competitive pattern of the industry in this Report, and thus find their niche.

Table of Contents

Intelligent Cockpit Levels Defined in the "White Paper on Automotive Intelligent Cockpit Levels and Comprehensive Evaluation"

Intelligent Cockpit Levels Defined by ResearchInChina: Referring to the "White Paper on Automotive Intelligent Cockpit Levels and Comprehensive Evaluation" and Presenting in the Form of Specific Parameters.

1 Overall Data Trends

  • 1.1 Overall Installation of Cockpit Domain Controller
    • 1.1.1 Installations of Cockpit Domain Controller, 2021Q1-2023Q2
    • 1.1.2 Installations of Cockpit Domain Controller (by Price Range), 2021Q1-2023Q2
    • 1.1.3 Penetration Rate of Cockpit Domain Controller (by Price Range), 2021Q1-2023Q2
    • 1.1.4 Installations and Penetration Rate of Cockpit Domain Controller (by OEM Type), 2021Q1-2023Q2
    • 1.1.5 Installations and Penetration Rate of Cockpit Domain Controller (by Energy Type), 2021Q1-2023Q2
    • 1.1.6 TOP 15 Passenger Car Brands in China by Installations of Cockpit Domain Controller, and Their Penetration Rate, 2023Q2
    • 1.1.7 TOP 15 Passenger Car Models in China by Installations of Cockpit Domain Controller, 2023Q2
  • 1.2 Installation by Cockpit Level
    • 1.2.1 Structure of Vehicle Models of Differing Cockpit Levels with Cockpit Domain Controller
    • 1.2.2 Sales of Vehicle Models of Differing Cockpit Levels with Cockpit Domain Controller (by OEM Type)
    • 1.2.3 Sales Structure of Vehicle Models of Differing Cockpit Levels with Cockpit Domain Controller (by OEM Type), 2023Q2
    • 1.2.4 Sales Structure of Vehicle Models of Differing Cockpit Levels with Cockpit Domain Controller (by Energy Type), 2021Q1-2023Q2
    • 1.2.5 Sales Structure of Vehicle Models of Differing Cockpit Levels (by Energy Type), 2023Q2
  • 1.3 Market Share of Cockpit Domain Controller Vendors
    • 1.3.1 TOP 10 Cockpit Domain Controller Vendors, 2023Q2
    • 1.3.2 TOP 10 Cockpit Domain Controller Vendors for Chinese Independent OEMs, 2023Q2
    • 1.3.3 TOP 10 Cockpit Domain Controller Vendors for Joint Venture OEMs, 2023Q2
  • 1.4 Market Share of Cockpit Domain Controller SoC Vendors
    • 1.4.1 Market Share of Cockpit Domain Controller SoC Vendors, 2023Q2
    • 1.4.2 Market Share of Cockpit Domain Controller SoCs by Type, 2023Q2
    • 1.4.3 Market Share of Qualcomm 8155 SoC, 2023Q2
    • 1.4.4 Cockpit Domain Controller SoC Market Share of Chinese Independent OEMs, 2023Q2
    • 1.4.5 Cockpit Domain Controller SoC Market Share of Joint Venture OEMs, 2023Q2
  • 1.5 Market Data of Intelligent Cockpits for Vehicle Models Priced at RMB100,000-200,000
    • 1.5.1 Sales and Penetration of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB100,000-200,000
    • 1.5.2 Sales Structure of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB100,000-200,000 (by OEM Type)
    • 1.5.3 Sales Structure of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB100,000-200,000 (by Energy Type)
    • 1.5.4 Share of Cockpit Domain Controllers Vendors for Vehicle Models Priced at RMB100,000-200,00
    • 1.5.5 Share of Cockpit Domain Controller Master Chip Vendors for Vehicle Models Priced at RMB100,000-200,000
    • 1.5.6 Market Share of Cockpit Domain Controller Master Chips (by Type) for Vehicle Models Priced at RMB100,000-200,000
  • 1.6 Market Data of Intelligent Cockpits for Vehicle Models Priced at RMB200,000-300,000
    • 1.6.1 Sales and Penetration of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB200,000-300,000
    • 1.6.2 Sales Structure of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB200,000-300,000 (by OEM Type)
    • 1.6.3 Sales Structure of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB200,000-300,000 (by Energy Type)
    • 1.6.4 Share of Cockpit Domain Controllers Vendors for Vehicle Models Priced at RMB200,000-300,000
    • 1.6.5 Share of Cockpit Domain Controller Master Chip Vendors for Vehicle Models Priced at RMB200,000-300,000
    • 1.6.6 Market Share of Cockpit Domain Controller Master Chips (by Type) for Vehicle Models Priced at RMB200,000-300,000
  • 1.7 Market Data of Intelligent Cockpits for Vehicle Models Priced at RMB300,000-500,000
    • 1.7.1 Sales and Penetration of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB300,000-500,000
    • 1.7.2 Sales Structure of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB300,000-500,000 (by OEM Type)
    • 1.7.3 Sales Structure of Different Intelligent Cockpit Levels for Vehicle Models Priced at RMB300,000-500,000 (by Energy Type)
    • 1.7.4 Share of Cockpit Domain Controllers Vendors for Vehicle Models Priced at RMB300,000-500,000
    • 1.7.5 Share of Cockpit Domain Controller Master Chip Vendors for Vehicle Models Priced at RMB300,000-500,000
    • 1.7.6 Market Share of Cockpit Domain Controller Master Chips (by Type) for Vehicle Models Priced at RMB300,000-500,000

2 Data and Dynamics of Cockpit Domain Controller Companies

  • 2.1 FindDreams Technology
    • 2.1.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 2.2 Megatronix
    • 2.2.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 2.3 Continental
    • 2.3.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
    • 2.3.2 Latest Dynamics
  • 2.4 Desay SV
    • 2.4.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
    • 2.4.2 Latest Dynamics
  • 2.5 Yanfeng Visteon
    • 2.5.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
    • 2.5.2 Latest Dynamics
  • 2.6 Harman
    • 2.6.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 2.7 Bosch
    • 2.7.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 2.8 Panasonic
    • 2.8.1 Cockpit Domain Controller Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2

3 Data and Dynamics of Cockpit Domain Controller SoC Vendors

  • 3.1 Qualcomm
    • 3.1.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
    • 3.1.2 Qualcomm SA8155P to Be Installed in BMW Models
    • 3.1.3 Cooperation between Qualcomm and Leapmotor
    • 3.1.4 Leapmotor's Qualcomm-based Cockpit-driving Integrated Solution
  • 3.2 AMD
    • 3.2.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 3.3 Intel
    • 3.3.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 3.4 Renesas
    • 3.4.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 3.5 Samsung
    • 3.5.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
    • 3.5.2 Latest Dynamics
  • 3.6 NVIDIA
    • 3.6.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
    • 3.6.2 Latest Dynamics
  • 3.7 MediaTek
    • 3.7.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 3.8 Huawei
    • 3.8.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 3.9 TI
    • 3.9.1 Cockpit Domain Controller SoC Installation, Share Trend and Supply Relationships, 2021Q1-2023Q2
  • 3.10 Dynamics of Other Cockpit SoC Players
    • 3.10.1 UNISOC
    • 3.10.2 SiEngine

4 Forecast Data and Trends

  • 4.1 Forecast Data
    • 4.1.1 Cockpit Domain Controller Installations and Penetration Rate, 2021Q1-2024Q4E
    • 4.1.2 Cockpit Domain Controller Installations and Penetration Rate by Vendor Type, 2021Q1-2024Q4E
    • 4.1.3 Cockpit Domain Controller Installations and Penetration Rate by Cockpit Level, 2021Q1-2024Q4E
    • 4.1.4 Cockpit Domain Controller Installations by Price, 2021Q1-2024Q4E
    • 4.1.5 Cockpit Domain Controller and SoC Market Size, 2021Q1-2024Q4E
  • 4.2 Trends
    • 4.2.1 Purchase Prices of Current Mainstream Cockpit SoCs and Domain Controllers Based on the SoCs
    • 4.2.2 Advantages and Shortcomings of Current Mainstream Cockpit SoCs
    • 4.2.3 MCU Purchase Price, Chinese Alternative Solutions and Integration
    • 4.2.4 Development Trends of Cockpit Domain Controller and SoC
    • 4.2.5 Views on Cockpit-driving Integration Trend of Central Computing Platforms
  • 4.3 Qualcomm SA8255P May Once Again Sweep up the Intelligent Cockpit Market
    • 4.3.1 Comparison between Qualcomm SA8255P, 8155 and 8295
    • 4.3.2 Functional Safety Design of SA8255P
    • 4.3.3 Further Comparison between SA8255P and 8295P