Recently, the “China Automotive New supply chain configuration data Product Conference” sponsored by Gaishi Automotive Research Institute was successfully held in Shanghai.
Gaishi Automotive Research Institute is committed to becoming the leader of the automotive industry think tank, by taking the automobile supply chain configuration information and vehicle production and sales information as the core bottom data resources, deeply vertically focusing on the deep insight of the whole industry chain of smart vehicles, output perfect automobile industry research results and complete industry data resources, and then support industry users to make business decisions.
At the launch of China’s new automobile supply chain configuration data products, Geshi solemnly launched three sets of original database products and supporting market analysis monthly reports on passenger car intelligent driving configuration database, passenger car intelligent cockpit configuration database and passenger car electrification configuration database.
In recent years, with the vigorous development of intelligent electric vehicles, the emerging technology clusters represented by self-driving, intelligent cockpit and three power technologies have begun to gradually replace the traditional “three big pieces”.
It has become the key to shaping the core competitiveness of automobile enterprises and improving the strength of products.
In particular, the smart cockpit, thanks to the deep coordination with advanced on-board display, on-board acoustics, human-computer interaction and cockpit application ecology, is starting a new growth cycle, and the overall market size is expected to exceed 100 billion in the next few years.
Intelligent cockpit accelerated infiltration, as a complex integrated system, intelligent cockpit is not uniformly defined in the industry.
Here the Global Automotive Research Institute defines the intelligent cockpit, especially the cockpit system which is equipped with more than 8-inch central control screen, voice interaction, vehicle networking and OTA functions.
Among them, the central control screen and voice interaction are mainly to provide users with excellent human-computer interaction experience and improve the convenience of control and the efficiency of interaction.
On the other hand, vehicle networking and OTA can greatly broaden the functional boundaries and application scene dimensions of the whole vehicle, and better meet the diversified demands of end users.
After all, for many people, smart electric vehicles are no longer a simple means of transportation, but also bear the multiple demands of users for leisure, entertainment, social interaction and emotional interaction.
It is like the “third living space” for people in addition to living and working space.
According to the relevant analysis data, nearly 90% of domestic users will take the smart cockpit configuration into consideration when buying cars, while more than 60% of users are willing to pay for the functions in the cockpit.
In terms of specific subdivision functions, end users have a relatively high preference for functions such as car chip, voice recognition, car networking, OTA, remote startup, high-precision mapping and mobile phone mapping, all of which are more than 60%.
Photo: Galaxy, however, richer smart cockpit features also mean more complex software and hardware system integration and higher mass production costs.
From the point of view of the terminal market, the overall configuration rate of the intelligent cockpit is higher in the market of more than 300000 yuan.
Among them, the market in the range of 30-500000 yuan, the penetration rate of the smart cockpit is as high as 70% in 2023, and the market above 500000 is more than 80%.
But it is not difficult to understand that, after all, the higher the price of the car, the more inclusive the cost of the smart cockpit system.
In the market under 300000 yuan, the penetration rate of intelligent cockpit is higher in the range of 10-200000 yuan, about 60%, and the lowest in the market under 100000 yuan, which is less than 40%.
However, from the perspective of increment, the carrying rate of intelligent cockpit increased significantly in the market below 300000 yuan last year.
In particular, in the 10-200000 yuan market, the intelligent cockpit permeability reached 60.
1% in 2023, even higher than the 20-300000 yuan market, an increase of nearly 13 percentage points compared with 2022.
This means that, following the popularity of the mid-to-high-end market, the smart cockpit is showing an obvious downward trend of configuration, with a significant increase in the configuration rate in the middle and low-end market.
According to the configuration data of Gaishi Automotive Research Institute, the overall permeability of domestic smart cockpit is close to 60%.
Next, with the further maturity of the entire industrial chain and the continued decline in driving costs, it is expected that the carrying rate of the smart cockpit will continue to increase, and the overall permeability is expected to exceed 70% this year.
At a time when the local supply chain is rising, intelligent cockpit as an important carrier of automobile intelligence, its evolution and innovation depth depends on the deep integration and efficient coordination of core technologies such as on-board display, on-board acoustics, advanced human-computer interaction and high-performance chips.
For this reason, the rapid development of intelligent cockpit in the past few years has not only brought a revolutionary jump in the end-user driving experience, but also strongly driven the maturity and prosperity of the relevant core industrial chain, especially the strong rise of independent supply chain.
Image source: Galaxy, take on-board display as an example, due to the continuous increase in the functional complexity of the whole vehicle and the upgrading of the digital and personalized needs of end users for the interior space of the vehicle, the cockpit display screen, as the core carrier and key man-machine interface for the display of information in the car, has shown an obvious trend of “big screen” and “multi-screen” in recent years.
According to the configuration data of Geshi Automotive Research Institute, the penetration rates of central control screens and liquid crystal meters in the new car market reached 92.
6% and 67.
6% respectively in 2023, with different increases compared with 2022.
Among them, the configuration rate of 12-16-inch central control screen in the cockpit last year was as high as 42.
1%, an increase of more than 10 percentage points compared with 2022.
although the loading rate of 8-12-inch central control screen decreased, it still reached 42.2%. in addition, larger 28-inch or even 40 + inch central control screens also began to be installed in new cars, such as the Galaxy E8, which is equipped with a 45-inch central control screen.
By contrast, the loading rate of the central control screen under 8 inches has dropped significantly, to 14.
4% last year, down nearly 10 percentage points from the same period last year.
As for liquid crystal instruments, the configuration rate of more than 10 inches has increased significantly, accounting for 53.
9% in 2023, especially 10-12 inch liquid crystal meters, with a permeability of 28% in 2023, an increase of 6 percentage points compared with 2022.
The carrying rate of less than 10 inches fell to 46.1%. From the point of view of the core suppliers, Desai Xiwei and BYD account for a relatively high proportion of the central control screen, with 4.
279 million and 2.
488 million sets installed in 2023, respectively, with a corresponding market share of 21.
8% and 12.
7% respectively On the other hand, Continental Group, BYD and Desai Xiwei performed relatively well, with 2.
337 million sets, 2.
182 million sets and 1.
976 million sets of LCD instruments installed in 2023, respectively, accounting for 34.
9% of the CR3 market.
In addition, BOE, TCL and other cross-border players also began to provide relevant supporting.
In addition to the trend of large screen, on the basis of traditional central control and instrument “double screen”, in recent years, such as HUInnovative display technologies such as D, co-driver screen, rear seat entertainment screen, streaming media rearview mirror and transparent A-pillar have also begun to be carried on more and more new cars, promoting the evolution of the intelligent cockpit towards multi-screen.
Photo source: the penetration rate of Galaxy cars, such as HUD, has reached 10.
4% in 2023, which is still the mainstream configuration scheme, accounting for nearly 90% in 2023.
But as the cost of the newer generation of AR-HUD continues to decline, it also begins to get on the bus on a large scale, with the configuration rate rising from 5.
4% of Q1 in 2023 to 15.
3% of Q4.
From the perspective of HUD market pattern, Denso, Huayang Multimedia, Zejing Electronics, Future cool techs and Fudi Seiko are the main supporting suppliers, with installed capacity of 361000 sets, 353000 sets, 255000 sets, 233000 sets and 202000 sets respectively in 2023, with corresponding market shares of 16.
4%, 16%, 11.
6%, 10.
6% and 9.
2%, respectively.
The top five suppliers together account for 63.
8% of the market share.
Photo source: Galaxy Automotive, voice interaction is the most direct communication channel between people and vehicles.
Thanks to the rapid development of AI technology, the loading rate in vehicles is also showing a steady growth trend, with a penetration rate of 78.
8% in 2023, an increase of 5 percentage points compared with 2022.
Among them, the voice interaction-related functions such as wake-up-free, continuous recognition, partition wake-up, visible speaking and voiceprint recognition have been significantly improved in 2023.
IFLYTEK accounts for almost half of the installed capacity, with 7.
706 million sets of voice interaction systems shipped in 2023, corresponding to a market share of 46.4%. Subsequently, Cyrus and Volkswagen asked, respectively, that the installed capacity in 2023 was 2.
861 million and 1.
803 million respectively, with a corresponding market share of 17.
2% and 10.
8% respectively.
For intelligent electric vehicles, in addition to diversified cockpit display and intelligent voice interaction, OTA, which gives the whole vehicle the ability of continuous evolution, has also become standard for more and more new cars.
For example, Tesla and Harvard brands have all come standard with OTA, while BYD is also close to achieving standard OTA, with a penetration rate of 99.
7% in 2023.
According to the core suppliers of OTA, BYD had the highest installed capacity of 2.
388 million units last year, corresponding to a market share of 17.9%. Among third-party suppliers, Alabi performed best, with a cumulative installed capacity of 1.
591 million units last year, with a market share of 11.
9%, followed by Haman, with 1.
27 million units installed in 2023, with a corresponding market share of 9.5%. In addition, thanks to the rapid development of smart driving, it is expected that intelligent electric vehicles will be in the stage of human-computer co-driving for a long time in the future, thus driving DMS, as a core configuration, has begun to be widely used.
For example, brands such as ideal car, Polar Krypton and Wonderland have DMS penetration rates of more than 95% in 2023.
However, at present, DMS is mainly used for driver monitoring, and is expected to be integrated with more ADAS functions in the future to provide drivers with full-scene service applications.
On the whole, in the current round of cockpit intelligent upgrading process, local manufacturers, as an important driver of change, not only effectively promoted the innovation and iteration of cockpit technology, but also effectively stimulated the transformation process of independent new supply chain from scratch and from weak to strong, which laid a solid foundation for China’s automobile industry to seize the commanding heights of global competition in the intelligent era.
The next competition point: hand car fusion and large model boarding, according to the grading standards in the “Automobile Intelligent cockpit grading and Comprehensive Evaluation White Paper” previously released by the Chinese Society of Automotive Engineering, at this stage, the intelligent cockpit as a whole has been in the L2 part of the cognitive stage, that is, it has the ability to actively perceive drivers in some of the cabin scenes, and can actively perform some tasks, including cross-cabin and extravehicular applications.
On the basis of this, how will the next iterative upgrade of the intelligent cockpit be carried out? At present, the cross-scene fusion based on the interconnection of hand cars, the boarding of AI models and the integration of multiple operating systems are becoming new competitive points on the track.
For example, in terms of cross-scene interconnection, the new generation of operating systems, represented by Huawei Hongmeng and Meizu Flyme Auto, have successfully introduced and optimized a large number of mobile applications to the vehicle environment by virtue of their strong system compatibility and scalability, including intelligent upgrades of traditional vehicle functions, such as navigation, entertainment, communication, etc.
, and even spawned many innovative services, such as remote control, home interconnection, personalized recommendation, etc.
The cockpit application matrix is greatly enriched.
In fact, the cross-scene interconnection between cars and mobile phones is not a new application, but in the early days, the cross-terminal interconnection between the two was mainly achieved through mobile mapping systems such as Apple Carplay and Baidu CarLife, which not only had a single function, but also could only control the phone one-way through the central control screen.
The current new generation of mobile car interconnection scheme can not only be compatible with more ecological applications, but also achieve two-way control between mobile phone and mobile phone, and support cross-terminal computing.
Huawei HiCar, for example, supports functions such as car and mobile hardware calls and computing power sharing, while Meizu Flyme Link and Xiaomi CarWith both support computing power sharing between mobile and mobile, as well as two-way control between mobile and mobile.
According to the configuration data of the Global Automotive Research Institute, the penetration rate of the mobile Internet mapping function in the new car market in 2023 is about 56.
4%, of which Baidu CarLife and Apple Carplay are still the mainstream solutions, with penetration rates of 33.
4% and 30.
7% respectively last year.
At the same time, Huawei’s HiCar carrying rate continues to increase, with the configuration rate reaching 8.
5% last year, an increase of 3 percentage points over 2022.
In addition, with the increasing degree of car networking, remote control of cars through mobile APP has also begun to become the mainstream.
Last year, the penetration rate of APP remote control functions exceeded 60%, including vehicle monitoring, remote control, service booking and other functions.
In terms of brands, overseas luxury brands as a whole are highly dependent on mobile phone mapping function, while independent brands rely less on mapping function because of the relatively perfect ecology of the car-machine system, but relatively high dependence on mobile phone APP remote control function, with an overall penetration rate of more than 75% last year.
According to the current trend, in the future, mobile phones can not only serve as an entrance to data collection, but also realize cross-terminal interconnection based on the operating system with cars, and share computing power and sensors to achieve more interactive applications.
Create a real “human-car-life” ecological closed loop to achieve seamless convergence of multi-scenes.
There are also large models on board, which is also the focus of the next stage of the competition in the intelligent cockpit.
In the past few years, althoughSignificant breakthroughs have been made in the process of cockpit intelligence, especially in voice interaction.
Through deep integration with AI technology, many vehicle voice assistants have shown preliminary anthropomorphic features.
It is undeniable that the bottom layer of the current vehicle voice system is still not a fully mature task-based dialogue system, which can not really achieve personalized and emotional interaction.
Photo source: Mercedes-Benz, in 2023, the explosion of large models made the industry see a new upgrade direction of the smart cockpit and carried out the layout one after another.
For example, Jiyue 01, jointly created by Baidu and Geely, has realized Baidu’s “Wen Xin Yiyan” voice model to get on board, raising the human-computer interaction experience of Jiyue 01 to a new height.
IFLYTEK’s spark cognitive model has also been built on the Qirui era ES for the first time, with the goal of creating a more emotional and ultimate intelligent cockpit experience.
In addition, ideal, Lulai, Xiaopeng, Geely, BYD, Mercedes-Benz and other car companies are also scrambling to promote big models to get on the bus.
According to the current trend, this year is expected to be the first year of mass boarding of large models in the cockpit.
What is worth paying attention to is that getting on the bus with a large model can not only help to achieve a more personalized and intelligent driving experience, so that the car really has the logic ability, decision-making ability and generation ability, and realize the evolution from a functional car to a smart car.
it is also expected to promote the transformation of the intelligent cockpit business model through personalized car owner service.
Looking to the future, the development of intelligent electric vehicle is in the ascendant, and the reform of intelligent cockpit is far from the end.
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