The annual leading supplier in the segmented market of the smart car industry chain is an annual heavyweight industry award issued by Gaogong Smart Car Research Institute based on the comprehensive evaluation of the pre-installation mass production database and fixed-point model library data every year.
2022 will be a key node for China's passenger car market to transform and upgrade from electrification to universal popularization of intelligence. From computing platforms, domain controllers, sensors, Internet of Vehicles, chassis control to intelligent integrated systems, the scale of deployment continues to show a high growth trend.
According to the monitoring data of Gaogong Intelligent Vehicle Research Institute , in terms of intelligence, in 2022, the Chinese market (excluding imports and exports) will deliver 10,012,200 passenger cars equipped with auxiliary driving (L0-L2) as standard equipment, breaking through the scale of 10 million for the first time , At the same time, the front-loading rate also exceeded the 50% mark for the first time.
Among them, 5,859,900 L2 assisted driving (including L2+) pre-installed standard equipment were delivered, a year-on-year increase of 61.66%, and the pre-installed loading rate rose to 29.40%. The loading rate reached 33.14%.
In terms of advanced assisted driving, in 2022, the delivery of NOA pre-installed standard equipment will reach 212,200 vehicles, breaking through the 200,000 vehicle mark for the first time (the pre-installed equipment rate is 1.06%), an increase of nearly 80% year-on-year.
In addition, in 2022, 7,950,500 standard pre-installed passenger cars equipped with smart digital cockpits (big screen + voice + Internet of Vehicles + OTA) will be delivered in the Chinese market (excluding imports and exports), a year-on-year increase of 40.59%, and the pre-installation rate is 39.89% %.
Among them, 2,113,500 2022 new cars equipped with smart digital cockpits were delivered as standard, and the standard pre-installation rate reached 64.84%, which was about 25 percentage points higher than the overall market rate. In terms of high-end smart cockpits, 1,726,500 cockpit domain controllers will be delivered in 2022, and the pre-installed standard configuration rate (accounting for smart digital cockpit deliveries) will be 21.72%.
In terms of computing platforms, Horizon , as China’s leading provider of intelligent computing platforms, won the share of the annual standard L2+NOA functional domain controller chip solution with a share of 49.05% by virtue of the large-scale deployment of a variety of models on the L2+NOA track Leadership Award.
At the same time, more local Chinese suppliers are also shortlisted. Entering 2022, the integration of transportation and parking has become one of the core functions of the car companies' layout of cost-effective and intelligent. Black Sesame Smart relies on the cost-effective advantage of supporting the integration of transportation and parking with a single SoC, and has won multiple mass production sites, and won the annual integration of transportation and parking. Chip Solution Mass Production Breakthrough Award.
In terms of domain controllers, there are currently many players in the industry, ranging from focusing on single domains to multi-domain layouts. As one of the products with the highest value in the intelligent supply chain, it is also the focus of market competition.
As one of the earliest suppliers of on-board domain controllers for passenger cars in China, Flextronics has won the annual volume of multi-domain controllers for vehicles by virtue of its market share in multi-domain controllers such as smart cockpits and smart driving. Production share leader award.
The local supplier, Neusoft Reach, won the annual vehicle multi-domain controller mass production breakthrough award for its efforts in mass production of smart driving domain controllers, vehicle general domain controllers and basic software.
At the same time, as a key component of the intelligent driving system, the sensor circuit also has a group of local Chinese suppliers who have achieved breakthroughs, especially the continuous shortage of automotive chips in 2022, allowing more suppliers to seize the opportunity to achieve large-scale delivery.
Among them, as the pioneer of China's local millimeter-wave radar front-mounted vehicles, Sensitech relies on FAW, Great Wall, Ideal, Xiaopeng, Changan, Geely, Nissan, Ford, Hyundai, Dongfeng Passenger Vehicle, BYD and many other car companies The fixed-point and on-vehicle delivery won the annual millimeter-wave radar (local supplier) mass production share leader award, and also won the 4D imaging forward radar project fixed-point of many car companies such as Ideal, Hongqi, Geely, and Changan.
As a rising star , Chuhang Technology has launched a variety of car-grade radar products that have won 16 OEMs and more than 30 fixed-point projects for main vehicle models, achieving dual mass production in the fields of passenger cars and commercial vehicles. At the same time, the 77GHz forward radar has won the designated projects of well-known domestic independent brand car companies such as Leapmotor and Hezhong New Energy Vehicles, and has achieved mass production on a variety of models.
At the same time, as one of the indispensable sensors for traditional reversing assistance and APA automatic parking, ultrasonic radar is also one of the main sensing components for high-end intelligent driving such as AVP in the future. At the same time, in the human-computer interaction part of the cabin, ultrasonic radar also has many application cases.
Founded in 2003, Suntech , as a national specialized special new small giant enterprise engaged in the R&D, production and sales of key automotive intelligent sensors and systems, serves Chery, BYD, SAIC, BAIC, Great Wall, JAC, Geely, Nissan, Dongfeng , Hezhong, Human Horizons and more than 20 domestic OEMs.
In 2022, the company will sell more than 10 million ultrasonic radars; at present, new products used in APS and AVP scenarios will also enter the mass production cycle in 2023-2024; the company won the annual mass production of ultrasonic radars (local suppliers) Share leader award.
In addition, the wire-controlled chassis is a key part of the upgrade of intelligent experience. From the wire-controlled brake to the integrated/decoupled chassis control track, domestic and foreign suppliers are further strengthening their market competitiveness.
Among them, ZF's IBC brake-by-wire system (One-Box solution), with its leading market share in high-end models (Mercedes-Benz, Cadillac, etc.), won the award for leading supplier of brake-by-wire system share of the year. The Cubix integrated vehicle motion control software system won the annual intelligent chassis system mass production benchmarking award for its mass production in Lotus.
At the same time, in recent years, local Chinese chassis system suppliers are also achieving market breakthroughs. Among them, Likr Technology, established in 2021 , has created the fastest speed from fixed-point to mass production, and has won the project fixed-point of many leading domestic car companies, covering new energy and fuel vehicles, and realized the first car company project last year Large-scale mass production.
As for the intelligent driving system, 2022 is undoubtedly the first year of the large-scale implementation of the Chinese passenger car market from entry-level L2 to high-end intelligent driving (L2+NOA). In addition to the full-stack self-research of new forces, third-party suppliers (independent entities) are also accelerating their participation.
Since the mass production of the HPilot 1.0 version of the intelligent driving system product HPiliot in May 2021, HPiliot has undergone 6 OTA upgrades and two major version changes; 25 million kilometers, the monthly growth rate of the HPilot system in the whole year of 2022 exceeds 200%.
In the past two years, from NOH smart navigation to integrated driving and parking, and then to urban NOH, Momo Zhixing has won the annual leading award for the mass production share of high-end intelligent driving systems by virtue of its front-loading of nearly 20 models.
As for the cockpit car network that entered the intelligentization cycle earlier, local suppliers are even more eye-catching.
According to the monitoring data of Gaogong Intelligent Vehicle Research Institute, in 2022, in the Chinese market (excluding imports and exports), the proportion of delivery of standard passenger cars equipped with Internet of Vehicles functions (total passenger car deliveries) will be close to 70%. 417,400 vehicles equipped with 5G networking function were delivered (170,100 vehicles equipped with V2X function).
Lianyou Zhilian is also one of the first local suppliers in China to deliver 5G-Tbox with pre-installation. In 2022, the company will win the annual Tbox mass production share leader award with its pre-installation delivery of one million units of Tbox.
Among them, the digital key track, at present, the industry is entering a period of rapid growth; in 2022, the Chinese market (excluding imports and exports) will deliver 4,618,900 digital keys as standard equipment for passenger cars, a year-on-year increase of 75.50%. rose to 23.17%. Among them, Yinji Technology , with a market share of more than 40%, won the annual digital key pre-installation share leader award.
According to the annual plan of Gaogong Intelligent Vehicle Research Institute, starting from April this year, the application for various awards in the 2023 annual selection will also start one after another, which will fully cover intelligent driving, digital cockpit, Internet of Vehicles, body control, chassis system and related supporting products. Software and hardware products.