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市場調查報告書

全球與中國汽車智能駕駛艙平台產業分析 (2020年)

Global and China Intelligent Cockpit Platform for Automobiles Industry Report, 2020

出版商 ResearchInChina 商品編碼 926588
出版日期 內容資訊 英文 180 Pages
商品交期: 最快1-2個工作天內
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全球與中國汽車智能駕駛艙平台產業分析 (2020年) Global and China Intelligent Cockpit Platform for Automobiles Industry Report, 2020
出版日期: 2020年02月18日內容資訊: 英文 180 Pages
簡介

智能駕駛艙平台為整合駕駛艙硬體 (各種晶片、網域控制器等) 及軟體 (OS、Hypervisor等) ,向駕駛提供智能互動、智能情景、個人化服務的系統。隨著晶片和軟體的低價化、多螢幕系統需求擴大,在中國國內搭載著傳統型駕駛艙系統沒有的互動和駕駛輔助功能之平台市場逐漸擴大。特別在將來,預估軟體將成為系統整合和產品差異化的核心。

本報告研究全球各國及中國國內的智能駕駛艙平台產業和市場,彙整系統概要、主要功能、目前技術水準/市場規模和未來發展展望,提供按類別 (硬體/軟體) 的最新情勢、主力商品/供應商、外資/國內企業簡介和業務發展情況等情報。

第1章 智能駕駛艙平台概要

  • 智能駕駛艙平台定義
  • 透過新功能推動系統進步 (多螢幕連鎖等)
  • Volkswagen:Unified Automotive Electrical Architecture
  • SVA:Intelligent Vehicle New Architecture
  • 汽車駕駛艙發展趨勢
  • SoC趨勢
  • 智能駕駛艙平台的軟體/硬體系統架構
  • 駕駛艙軟體從硬體分離的增加
  • 產業鏈融合和垮產業趨勢
  • 海外主要駕駛艙平台解決方案的比較
  • 中國主要駕駛艙平台解決方案的比較
  • 全球主要汽車製造商的智能駕駛艙平台:概要
  • 主要汽車製造商的駕駛艙組成

第2章 智能駕駛艙硬體平台

  • 現況和趨勢:智能駕駛艙硬體平台
    • 傳統駕駛艙內部的多種ECU整合
    • 駕駛艙網域控制器的設計(樣本)
    • 駕駛艙處理器市場模式
  • 智能駕駛艙處理器
    • 典型駕駛艙處理器
    • 主要駕駛艙處理器:比較
  • 駕駛艙處理器供應商和產品
    • Renesas:駕駛艙處理器的R-CAR系列
    • Intel:A3900 處理器
    • Qualcomm:駕駛艙處理器: 820A
    • Qualcomm:Snapdragon 駕駛艙處理器 - 第3代駕駛艙SoC
    • NVIDIA:Parker Deep Learning 駕駛艙處理器
    • NXP:駕駛艙處理器
    • TI:駕駛艙晶片
    • Samsung:駕駛艙處理器
    • Allwinner Technology:駕駛艙處理器
    • MediaTek:駕駛艙晶片
    • Horizon Robotics:汽車級駕駛艙晶片
  • 智能駕駛艙硬體平台
    • 駕駛艙硬體平台
    • 駕駛艙網域控制器的發展趨勢和對產業的影響
    • 典型駕駛艙網域控制器的製造商:解決方案/顧客
    • 全球智能車輛駕駛艙網域控制器的市場規模 (推估值)
  • 智能駕駛艙硬體平台主要供應商
    • Visteon:駕駛艙網域控制器
    • Continental:車身電子平台的整合
    • Denso:Harmony Core
    • Panasonic:SPYDR
    • Intel:駕駛艙平台
    • Aptiv:整合型駕駛艙控制器
    • Samsung:駕駛艙硬體平台
    • Huawei:智能駕駛艙
  • 智能駕駛艙硬體平台應用案例
    • Benz A-Class
    • HOZON Auto
    • Tesla
    • Land Rover Defender
    • Volkswagen

第3章 智能駕駛艙軟體平台

  • 智能駕駛艙軟體平台:組成和趨勢
    • 智能駕駛艙軟體平台是什麼?
    • 汽車OS現況
    • Android領導IVI OS市場
    • 車輛:OS市場占比決定因素
    • 基礎OS的二次開發
    • 虛擬機器:多種OS下不可避免的選項
  • 主要汽車OS和供應商
    • BlackBerry QNX
    • Linux&AGL
    • Android & Andriod Auto
    • AliOS
    • VW.OS
    • Huawei Harmony OS
  • Hypervisor
    • QNXHypervisor
    • ACRN
    • COQOSHypervisor
    • PikeOS
    • EB Corbos Hypervisor
    • Harman:裝置虛擬化

第4章 全球智能駕駛艙系統整合商

  • Harman
  • Visteon
  • Faurecia
  • Aptiv
  • Bosch
  • Continental AG
  • Denso
  • Panasonic

第5章 中國智能駕駛艙系統整合商

  • Desay SV
  • Neusoft
  • HASE
  • COOKOO
  • Huawei
  • Thundersoft
  • Auto AI
  • ArcherMind Technology
  • China TSP
  • 其他供應商
    • KOTEI
    • E-planet Technology
目錄

Cockpit electronic system refers to a complete set of system composed of center console, full LCD dashboard, HUD, rear seat entertainment system, smart audio, telematics module, streaming media rearview mirror and telematics system.

Based on cockpit domain controller, intelligent cockpit system as a foundation of human-car interaction and V2X, provides intelligent interaction, intelligent scenarios and personalized services beyond capabilities of a cockpit electronic system, through a unified software and hardware platform.

Intelligent cockpit platform is a software and hardware architecture enabling sub-systems and features of a smart cockpit. It consists of hardware and software parts: hardware part is a hardware platform comprised of domain controllers and chips; software part refers to a software platform built by operating system, Hypervisor, middleware and support tools.

With advances in technologies about chip, software, among others, one-core multi-screen multi-system integrated cockpit platform as a way to integrate systems, cut costs and meet needs for multi-screen interconnection, intelligent interaction and intelligent driving capabilities that an usual cockpit cannot provide, becomes a mainstay in next-generation cockpit.

Quite a few automakers have set about deploying smart cockpit system. Some already equip the system on their production vehicles. Examples include MBUX system mounted on 2018 Mercedes-Benz A Class, and C4-Alfus 2.0 and C4-Pro, two domain controller-based cockpit platforms co-developed by Neusoft and Intel and installed in 2019 models like Hongqi HS7 and EXCEED LX.

At CES 2020, Land Rover unveiled New Defender 90 and 110, the first ever vehicles to feature dual-modem, dual eSIM design for enhanced connectivity and functionality. Powered by the Qualcomm Snapdragon S820Am Automotive Platform with the integrated Snapdragon X12 LTE Modem, the New Defender can download Software-Over-The-Air (SOTA) updates without interruption and while streaming music and apps through the vehicle's new Pivi Pro infotainment system. The New Defender is also the first Land Rover vehicle to include a domain controller that consolidates a number of Advanced Driver Assistance Systems (ADAS) and driver convenience functions built on top of the QNX Hypervisor.

Intelligent cockpit hardware platform tends to be a fusion of more and more sub-systems and capabilities. How to well manage these sub-systems and functions rests with the upgrading of cockpit processor and smart cockpit software platform.

Smart cockpit hardware platform becomes ever more powerful in the process of integration

As the base of an intelligent cockpit hardware platform, cockpit domain controller integrated with multiple electronic control units (ECU) outperforms others in safety, size, power consumption, weight and cost, enabling seamless human-machine interaction in combination with interaction ecosystem.

All automotive system integrators are stepping up their efforts to deploy smart cockpit platform. Among them, Tier1 suppliers like Visteon, Aptiv, Neusoft and Desay SV have spawned intelligent cockpit platforms; Continental, Panasonic, Bosch, Samsung, Huawei and so forth have also rolled out their new-generation intelligent cockpit platforms. In the forthcoming years, competition in cockpit platform field will prick up.

Visteon currently leads the intelligent cockpit domain controller industry. Visteon SmartCore has found massive application in Mercedes-Benz MBUX system early in 2018. At CES 2020, Visteon showcased its newest SmartCore™, an intelligent cockpit platform which is integrated with the Tencent Auto Intelligence (TAI) system and first available to GAC Aion LX, a new BEV model to be launched in 2020. Moreover, Dongfeng and Geely are also partners of Visteon.

At the IAA 2019 in Frankfurt, Continental showcased the latest version of its Integrated Interior Platform (IIP), a new scalable cockpit platform favoring operating systems like QNX, Integrity, and Android. Continental plans to mass-produce the solution in 2021.

At CES 2020, Samsung Electronics unveiled Digital Cockpit 2020, which utilizes 5G to link features inside and outside the vehicle and provide connected experiences for drivers and passengers alike. Digital Cockpit 2020 is the third co-development between Samsung Electronics and Harman International, and combines Samsung's telecommunications technologies, semiconductors and displays with HARMAN's automotive expertise. Digital Cockpit 2020 incorporates eight displays inside the vehicle, as well as eight cameras. The solution utilizes Samsung Exynos Auto V9 SoC (System on Chip), a semiconductor for vehicle electronics, and Android 10, which allow for several features to be run at the same time. Besides, Samsung's integrated IoT platform SmartThings can work in tandem with the revamped "Bixby in the car" to enhance connectivity by allowing the vehicle to actively communicate with the driver. Once the driver logs in using either facial recognition or a smartphone fingerprint reader, the Center Information Display can be used to show the driver's schedule and a range of other information. Unlike the 2019 Digital Cockpit, the 2020 solution allows for connections to be made wirelessly.

Panasonic Automotive revealed its latest fully connected eCockpit concept at CES 2020. The technology platform integrates Panasonic's proprietary SkipGen 3.0 in-vehicle infotainment (IVI) system with Google's Android Automotive OS running on Android 10. In the concept vehicle, SkipGen 3.0 is paired with the next generation cockpit domain controller, SPYDR 3.0. At the core, the single brain SPYDR 3.0 acts as a hypervisor and is capable of driving up to eleven displays.

As the kernel of cockpit domain controllers, cockpit processors are mainly supplied by Qualcomm, NXP, Intel, Renesas, Texas Instruments, NVIDIA, Allwinner, Samsung, MediaTek, Horizon Robotics, etc. Among them, Qualcomm, Intel and Renesas are the most competitive market players by virtue of their bombshells -- Qualcomm 820a / 835A, Intel A3900 and Renesas R-Car H3 / M3. The major processor chips differ in fabrication processes, cores, and especially GPU computing power which determines the infrastructure level of the cockpit hardware platform.

Software platform becomes the focus of differentiation; Cockpit will be defined by software in future

In intelligent cockpit software platform, hypervisor and vehicle operating system are the most important components. Hypervisor allows multiple operating systems and applications to share hardware as a middle software layer that runs between the underlying physical server and the operating system.

The prevailing automotive operating systems embrace QNX, Linux, Android, AliOS, etc., each of which has merits and demerits. Among them, QNX dominates the automotive cluster system market with high security; the open-source Linux has become the underlying system of custom-made operating systems; Android and AliOS are increasingly used by IVI systems due to rich application ecosystem.

Under the software-defined car trend, operating system is crucial to the intelligent connectivity layout of automakers, and the focus of the emerging system integrators' deployments. Tesla's self-developed operating system made a success. In 2019, Volkswagen announced to lavish huge on R&D of VW.OS. Several Chinese emerging automakers follow Tesla to develop operating systems by themselves. Yet, all Japanese automakers support AGL in which China-based SITECH also joined.

Also, the new suppliers such as Huawei, ZTE, Alibaba and Baidu have rolled out self-developed operating systems successively. In the future, there will be cut-throat competition in the automotive operating system market. At length, only two or three mainstream operating systems may survive. In fact, there are three mainstream cockpit operating systems for automakers: QNX, Android, and Linux (AGL).

Due to high requirements on safety, most clusters apply QNX. IVI, co-pilot entertainment and rear seat entertainment systems mostly make use of Android. Chinese brands like Geely, Changan, BYD, Dongfeng, Great Wall Motor and GAC are all based on Android, while SAIC prefers AliOS. Audi launched Android-based MIB3 system in 2019. BMW is extending the reach of seamless connectivity in its vehicles with the introduction of Android Auto™ starting in mid-2020.

Because intelligent cockpit supports multiple operating systems such as QNX, Android and Linux simultaneously, hypervisors running directly on physical hardware have been widely used. As an intermediate software layer, hypervisors allow operating systems and applications to share hardware. Hypervisors not only coordinate access to hardware, but also impose protection between virtual machines. Common hypervisors include QNX Hypervisor, ACRN, COQOS Hypervisor, PikeOS, and Harman Device Virtualization.

QNX Hypervisor 2.0 uses BlackBerry's 64-bit embedded operating system QNX SDP 7.0, allowing developers to unify multiple operating systems to a single computing platform or SoC chip. Operating systems such as QNX Neutrino, Linux, and Android are supported on BlackBerry QNX Hypervisor 2.0. The cockpit platforms of Visteon, Denso, Marelli, WM Motor, etc., unexceptionally render QNX Hypervisor.

‘Global and China Intelligent Cockpit Platform for Automobile Industry Report, 2020’ highlights the followings:

  • Definition, status quo, industry chain and trends of automotive intelligent cockpit platforms;
  • Comparison between automotive intelligent cockpit platform solutions, OEM cockpit platform solution layout;
  • Status quo and trends of intelligent cockpit platforms, domain controller market size forecast, typical cockpit hardware platform domain controller solutions and their customers;
  • Major intelligent cockpit hardware platform vendors (Visteon, Panasonic, Continental, Aptiv, etc.) and product layout;
  • Applied cases of intelligent cockpit hardware platform (Tesla, Mercedes-Benz, Land Rover, etc.);
  • Comparison between intelligent cockpit processors. Major cockpit processor vendors (Qualcomm, Intel, NXP, Samsung, Allwinner, Horizon Robotics) and product development;
  • Composition and trends of major intelligent cockpit software platforms;
  • Status quo of automotive operating systems, underlying OS market share, major automotive operating system vendors and product development;
  • Intelligent cockpit software platform virtualization technology (Hypervisor) layout;
  • 18 global and Chinese automotive intelligent cockpit platform solution integrators (cockpit platform solutions and planning).

Table of Contents

1. Overview of Intelligent Cockpit Platform

  • 1.1. Definition of Intelligent Cockpit Platform
  • 1.2. New Features like Multi-screen Linkage Facilitate the Evolution of Intelligent Cockpit Platform
  • 1.3. Volkswagen's Unified Automotive Electrical Architecture
  • 1.4. SVA Intelligent Vehicle New Architecture
  • 1.5. Development Tendency of Automotive Cockpit
  • 1.6. SOC Trend
  • 1.7. Software and Hardware System Architecture of Intelligent Cockpit Platform
  • 1.8. Increasing Separation of Cockpit Software from Hardware
  • 1.9. Industrial Chain Fusion and Cross-industry Tendencies
  • 1.10. Comparison between Main Overseas Cockpit Platform Solutions
  • 1.11. Comparison between Main Chinese Cockpit Platform Solutions
  • 1.12. Overview of World's Major Automakers' Intelligent Cockpit Platforms
  • 1.13. Composition of Major Automakers' Cockpits

2. Intelligent Cockpit Hardware Platform

  • 2.1. Status Quo and Trends of Intelligent Cockpit Hardware Platform
    • 2.1.1. Integration of Traditional Cockpit's Multiple ECUs
    • 2.1.2. Design (Sample) of Cockpit Domain Controller
    • 2.1.3. Cockpit Processor Market Pattern
  • 2.2. Intelligent Cockpit Processor
    • 2.2.1. Typical Cockpit Processors
    • 2.2.2. Comparison between Main Cockpit Processors
  • 2.3. Cockpit Processor Suppliers and Products
    • 2.3.1. Renesas R-CAR Series for Cockpit Processor
    • 2.3.2. Intel A3900 Processor
    • 2.3.3. Qualcomm Cockpit Processor: 820A
    • 2.3.3. Qualcomm Snapdragon Cockpit Processor: 3rd-Gen Cockpit SoC
    • 2.3.4. NVIDIA Parker Deep Learning Cockpit Processor
    • 2.3.5. NXP Cockpit Processor
    • 2.3.6. TI Cockpit Chip
    • 2.3.7. Samsung Cockpit Processor
    • 2.3.8. Allwinner Technology Cockpit Processor
    • 2.3.9. MediaTek Cockpit Chip
    • 2.3.10. Horizon Robotics Automotive-grade Cockpit Chip
  • 2.4. Intelligent Cockpit Hardware Platform
    • 2.4.1. Cockpit Hardware Platform
    • 2.4.2. Development Trends of Cockpit Domain Controller and Its Influence on the Industry
    • 2.4.3. Solutions and Clients of Typical Cockpit Domain Controller Manufacturers
    • 2.4.4. Estimated Size of Global Intelligent Vehicle Cockpit Domain Controller Market
  • 2.5. Key Suppliers of Intelligent Cockpit Hardware Platform
    • 2.5.1. Visteon Cockpit Domain Controller
    • 2.5.2. Continental Integration of Body Electronics Platform
    • 2.5.3. Denso Harmony Core
    • 2.5.4. Panasonic SPYDR
    • 2.5.5. Intel Cockpit Platform
    • 2.5.6. Aptiv Integrated Cockpit Controller
    • 2.5.7. Samsung Cockpit Hardware Platform
    • 2.5.8. Huawei Intelligent Cockpit
  • 2.6. Application Cases of Intelligent Cockpit Hardware Platform
    • 2.6.1. Benz A-Class
    • 2.6.2. HOZON Auto
    • 2.6.3. Tesla
    • 2.6.4. Land Rover Defender
    • 2.6.5. Volkswagen

3. Intelligent Cockpit Software Platform

  • 3.1. Composition and Trends of Intelligent Cockpit Software Platform
    • 3.1.1. What Is Intelligent Cockpit Software Platform?
    • 3.1.2. Status Quo of Automotive OS
    • 3.1.3. Android Leads the IVI OS Market
    • 3.1.4. Vehicle Underlying OS Market Share
    • 3.1.5. Second Development on the Underlying OS
    • 3.1.6. Under Multiple Operating Systems, Virtual Machine Is an Inevitable Choice
  • 3.2. Main Automotive Operating Systems and Vendors
    • 3.2.1. BlackBerry QNX
      • 3.2.1.1. Profile
      • 3.2.1.2. QNX Cockpit Software Platform Solutions
      • 3.2.1.3. Recent Collaborations in Automotive Sector
    • 3.2.2. Linux&AGL
    • 3.2.3. Android & Andriod Auto
    • 3.2.4. AliOS
    • 3.2.5. VW.OS
    • 3.2.6. Huawei Harmony OS
  • 3.3. Hypervisor
    • 3.3.1. QNX Hypervisor
    • 3.3.2. ACRN
    • 3.3.3. COQOS Hypervisor
    • 3.3.4. PikeOS
    • 3.3.5. EB Corbos Hypervisor
    • 3.3.6. Harman Device Virtualization

4. Global Intelligent Cockpit System Integrators

  • 4.1. Harman
    • 4.1.1. Profile
    • 4.1.2. Harman Intelligent Cockpit Solutions
    • 4.1.3. Harman ExP Solutions
    • 4.1.4. 5G-favored "2020 Digital Cockpit"
    • 4.1.5. Recent Collaborations
  • 4.2. Visteon
    • 4.2.1. Profile
    • 4.2.2. Product Matrix
    • 4.2.3. Visteon Future Cockpit
    • 4.2.4. Visteon SmartCore
    • 4.2.5. Visteon and Tencent Collaborate on Cockpit Domain Controller
    • 4.2.6. Visteon Cockpit Display Trends
  • 4.3. Faurecia
    • 4.3.1. Profile
    • 4.3.2. Portfolios of Automotive Electronics
    • 4.3.3. Faurecia CIP
    • 4.3.4. Faurecia Intelligent Cockpit Layout and Collaborations
  • 4.4. Aptiv
    • 4.4.1. AptivProfile
    • 4.4.2. New-generation Intelligent Vehicle Architecture SVA
    • 4.4.3. Aptiv Infotainment System
  • 4.5. Bosch
    • 4.5.1. Profile
    • 4.5.2. Bosch Car Multimedia
    • 4.5.3. Bosch Convergence Product in Market
    • 4.5.4. Bosch Multimedia Cockpit OSS Software Architecture
    • 4.5.5. Bosch Multimedia Domain Architecture
    • 4.5.6. Graphic Processing Architecture of ADIT Cockpit
    • 4.5.7. Bosch Digital Cabin (Shanghai) R&D Center
  • 4.6. Continental AG
    • 4.6.1. Profile
    • 4.6.2. Continental Automotive Group
    • 4.6.3. Continental IIP
  • 4.7. Denso
    • 4.7.1. Profile
    • 4.7.2. Harmony Core
    • 4.7.3. Denso Driver Status Monitoring
    • 4.7.4. Recent Developments
  • 4.8. Panasonic
    • 4.8.1. Automotive Business
    • 4.8.2. Deployment in Cockpit Electronics
    • 4.8.3. New-generation Connected Electronic Cockpit Solutions
    • 4.8.4. Computing Architecture of Cockpit Electronics
    • 4.8.5. Physical Architecture of Cockpit Electronics
    • 4.8.6. Panasonic Integrated Center Console

5. Chinese Intelligent Cockpit System Integrators

  • 5.1. Desay SV
    • 5.1.1. Profile
    • 5.1.2. Revenue
    • 5.1.3. New Products
    • 5.1.4. Intelligent Cockpit
    • 5.1.5. Partnership with Synopsys in Virtual Cockpit
    • 5.1.6. Leading Ideal ONE Intelligent Cockpit Orders
    • 5.1.7. Dearcc Enovate ME7 Realizes 5-Screen Interaction
  • 5.2. Neusoft
    • 5.2.1. Profile
    • 5.2.2. Operations and Global Footprint
    • 5.2.3. Deployment in Automotive Electronics
    • 5.2.4. Neusoft Reach
    • 5.2.5. Neusoft Intelligent Cockpit System
    • 5.2.6. C4-Alfus
    • 5.2.7. C4-Alfus 2.0
    • 5.2.8. 4-Screen Intelligent Cockpit
    • 5.2.9. C4 Pro Intelligent Cockpit System
    • 5.2.10. Partners
  • 5.3. HASE
    • 5.3.1. Profile
    • 5.3.2. Layout in Intelligent Cockpit
  • 5.4. COOKOO
    • 5.4.1. Automotive Cockpit and Driving Computing Platform Architecture
    • 5.4.2. Intelligent Cockpit Product Roadmap
  • 5.5. Huawei
    • 5.5.1. Introduction to Huawei Intelligent Connected Vehicle (ICV) Solutions
    • 5.5.2. Huawei Automotive CC Architecture
    • 5.5.3. Huawei CDC Intelligent Cockpit Platform
    • 5.5.4. Huawei 5G Intelligent Cockpit
  • 5.6. Thundersoft
    • 5.6.1. Profile
    • 5.6.2. Revenue
    • 5.6.3. Thundersoft Deployment in Intelligent Connected Vehicle
    • 5.6.4. Thundersoft Intelligent Cockpit Solutions
    • 5.6.5. TurboX Auto Platform 4.0
  • 5.7. Auto AI
    • 5.7.1. Profile
    • 5.7.2. Intelligent Cockpit Solutions Based on Virtualization
    • 5.7.3. Non-virtualization Intelligent Cockpit Solutions
    • 5.7.4. Athena OS
  • 5.8. ArcherMind Technology
    • 5.8.1. Profile
    • 5.8.2. Revenue
    • 5.8.3. ArcherMind EX4.0
  • 5.9. China TSP
    • 5.9.1. Profile
    • 5.9.2. Intelligent Cockpit Platform
  • 5.10. Other Suppliers of Intelligent Cockpit Solutions
    • 5.10.1. KOTEI
    • 5.10.2. E-planet Technology