최근 중국 내 승용차 초음파 레이더 탑재량이 급증하여 2023년 전년 대비 13.7% 증가한 1억 2,195만 5,000대에 달했으며, 2025년에는 1억 4,000만 대 이상, 2028년에는 2억 2,000만 대 이상에 달할 것으로 예측됩니다.
주요 성장요인으로서 두 가지가 있습니다.
첫째, 초음파 레이더는 다양한 수준과 경로의 자율 주행 솔루션의 요구 사항을 충족시킬 수 있으며 수명주기가 깁니다. 최근 몇 년동안 자동차의 지능화가 가속화됨에 따라 주차 시스템은 반자동 주차에서 APA(자동 주차 보조), 통합 APA, 단거리 원격 주차 보조(RPA)에서 홈 존 주차(HVP), 장거리 자동 주차(AVP)에 이르기까지 기능의 경계를 계속 확장하고 있습니다. AVP)까지 기능의 경계를 계속 확장하고 있습니다.
ResearchInChina에 따르면 2023년 중국 승용차의 통합 APA 시스템 탑재율은 8.2%로 전년 대비 3.0% 상승했습니다. 고급 주차(HVP 또는 AVP) 장착률은 0.7%로 0.4% 상승했습니다. 운전-주차 통합 시장, 조종석-주차 통합 시장이 활기를 띠는 가운데 저속 APA(특히 통합 APA), 고고도 주차(특히 HVP)의 호황이 예상됩니다.
둘째, 도메인 컨트롤러 아키텍처 하에서 기존에 독립적이었던 주행 시스템과 주차 시스템이 통합되는 경향이 있습니다. 즉, 운전과 주차가 센서와 컴퓨팅 파워를 심도 있게 다중화하고 공유하는 것이 가장 큰 특징인 운전-주차 통합으로, 2023년 운전-주차 통합은 대량 채택 단계에 접어들어 자동 주차 시장에 큰 탄력을 받게 될 것이며, 핵심 센서인 초음파 레이더는 '고속 차선'에 진입하게 될 것입니다. 핵심 센서인 초음파 레이더는 '고속 차선'에 진입했습니다.
ResearchInChina의 통계에 따르면, 2023년 중국 승용차 160만 2,000대에 운전-주차 통합 시스템이 탑재되어 전년 대비 61.4% 증가, 탑재율은 2.6% 포인트 증가한 7.6%에 달했습니다. 운전-주차 시스템이 탑재될 것으로 예상되며, 탑재율은 15%를 넘어 2028년에는 약 25%를 나타낼 것으로 전망됩니다.
2. 차세대 AK2 초음파 레이더가 보급될 전망입니다.
주차 시스템의 최적화 및 업그레이드, 운전-주차 통합의 추진 및 활용은 더 긴 감지 거리, 더 높은 간섭 방지 성능, 더 높은 기능 안전에 대한 적합성 등 더 높은 초음파 레이더 성능을 요구합니다. 이에 따라 많은 기업들이 차세대 초음파 레이더 AK2 기술과 제품을 개발했습니다.
AK1과 크게 다른 점은 AK2는 코드화가 가능하며, 신호를 조정하여 제품의 간섭 방지 능력을 향상시켰습니다는 점입니다.
AK1이 작동하면 범퍼의 동일한 측면에있는 모든 프로브가 동일한 채널 간섭을 피하기 위해 차례로 파를 전송하여 시스템 새로 고침 시간에 비례하여 AK2는 여러 특수 인코딩 모드를 통해 여러 센서를 동시에 송수신 할 수 있습니다. 일부는 서로 다른 초음파 신호의 동시 전송을 지원하여 시스템 새로 고침 시간을 크게 줄입니다.
기술 혁신을 통해 AK2는 다음과 같은 뛰어난 성능을 제공합니다.
긴 감지 범위: 최대 7-8m
작은 사각지대: 10cm 이내
예를 들어, Audiowell의 AK2는 상향 변환 모드와 하향 변환 모드를 지원하며, Longhorn의 AK2는 고정 주파수, 주파수 업 스윕, 주파수 다운 스윕의 세 가지 전송 모드를 지원합니다.
리프레시 시간 <40ms, 6개 센서 동시 작동 지원
진단 기능
DSI3 통신 모드, 최대 444kbit/s의 고속 신호 전파
ASIL B의 기능적 안전 수준
ASIL B의 기능적 안전 수준
현재 Audiowell, Baolong Automotive, ForVision, Longhorn Automotive Electronic 등 13개 이상의 기업이 AK2 초음파 레이더를 출시했으며, 일부는 양산 단계에 접어들었습니다.
이 보고서는 중국 및 해외 자동차 산업에 대한 조사 분석을 통해 자동차 초음파 레이더의 탑재 수, 개발 동향, 국내외 기업 등의 정보를 제공합니다.
목차
제1장 자동차용 초음파 레이더와 응용 시나리오
자동차용 초음파 레이더 개요
자동차용 초음파 레이더 주차 시나리오
제2장 중국의 자동차용 초음파 레이더 탑재수와 솔루션 비교
중국 승용차에 대한 초음파 레이더 탑재수
승용차용 초음파 레이더 기업 제품과 솔루션 비교
제3장 중국의 자동차용 초음파 레이더와 주차 개발 동향
초음파 레이더 동향 개요
초음파 레이더는 AK2 시대에
초음파 레이더는 소형화와 통합이 진행
초음파 레이더의 과제와 동향
주차는 초음파 레이더 주류 시나리오
콕핏과 주차 통합이 기본적인 주차 응용을 추진
드라이빙과 주차 통합에 의해 주차가 한층 더 첨단 화
제4장 OEM 주차 경로와 초음파 레이더 탑재 계획
OEM별 승용차 주차 솔루션 비교
BMW
Mercedes-Benz
Ford
GM
Honda
Volkswagen
Great Wall Motor
Changan Automobile
Geely
FAW Hongqi
GAC Aion
HAC Hyper
BAIC
BYD
Dongfeng Motor
Xpeng Motors
NIO
Li Auto
Neta Auto
AITO
제5장 국외 자동차용 초음파 레이더 기업
Bosch
Valeo
Continental
Murata
Denso
Hyundai Mobis
Nicera
제6장 중국의 자동차용 초음파 레이더 기업
Audiowell
Coligen
Longhorn Automotive Electronic
TungThih Electronic
Hangsheng Electronics
Zongmu Technology
Whetron Electronics
Softec
Hikvision
ForVision
Suzhou UDAS
Baolong Automotive
Shunhe Electric Technology
Ubidriving
IS Electronic Technology
Steelmate
Bestar
Youhang Technology
Ligong Technology
Chongqing Guangda Industrial
Weihai Aisite
LSH
영문 목차
영문목차
1. Over 220 million ultrasonic radars will be installed in 2028.
In recent years, the installations of ultrasonic radars in passenger cars in China surged, up to 121.955 million units in 2023, jumping by 13.7% year on year. It is expected to be more than 140 million units in 2025 and over 220 million units in 2028.
There are two key driving factors:
First, ultrasonic radars can satisfy the requirements of autonomous driving solutions of differing levels and routes, and has a long lifecycle. In recent years, as vehicle intelligence has accelerated, parking systems have kept expanding function boundaries from semi-automated parking to APA (automated parking assist) and integrated APA, from short-range remote parking assist (RPA) to home-zone valet parking (HVP) and even long-range automated valet parking (AVP).
According to ResearchInChina, in 2023 the installation rate of integrated APA systems in passenger cars in China hit 8.2%, up 3.0 percentage points on the previous year; the installation rate of high-level parking (HVP or AVP) was 0.7%, up 0.4 percentage points. As driving-parking integration and cockpit-parking integration markets gather pace, low-speed APA (especially integrated APA), and high-level parking (especially HVP), are expected to enjoy a boom.
Second, under the domain controller architecture, driving and parking systems previously independent of each other tend to be integrated, namely, driving-parking integration with the biggest feature that driving and parking can deeply multiplex and share sensors and computing power. In 2023, driving-parking integration entered the stage of mass adoption, giving a big boost to the automated parking market and taking the core sensor, ultrasonic radar, into the "fast lane".
ResearchInChina's statistics shows that in 2023, driving-parking integration was installed in 1.602 million passenger cars in China, a year-on-year spurt of 61.4%, with the installation rate reaching 7.6%, up 2.6 percentage points. It is expected that in 2025, driving-parking integration will be installed in over 3 million passenger cars, with the installation rate higher than 15%, a figured projected to hit about 25% in 2028.
2. New-generation AK2 ultrasonic radars are about to become widespread.
The optimization and upgrading of parking systems and the promotion and application of driving-parking integration require higher ultrasonic radar performance, involving longer detection range, greater anti-interference, and compliance with higher functional safety. On this basis, quite a few companies have developed the new generation of ultrasonic radar AK2 technologies and products.
Greatly differing from AK1, AK2 is codable, and improves the anti-interference capability of products by adjusting signals.
When AK1 works, all probes on the same side of the bumper send out waves in turn to avoid co-channel interference, leading to a relatively system refresh time. AK2 enables multi-sensor simultaneous transmission and reception via some special encoding modes, and some also support simultaneous transmission of different ultrasonic signals, thus greatly shortening the system refresh time.
Technological innovations give AK2 large performance superiorities, including:
Longer detection range: up to 7-8m;
Smaller blind spot: within 10cm;
Support for multi-mode switching; for example, Audiowell AK2 supports up- and down-conversion modes, while Longhorn AK2 supports three transmission modes: fixed frequency, frequency upsweep and frequency downsweep;
Refresh time: <40ms, supporting 6 sensors to work simultaneously;
Diagnostic function;
DSI3 communication mode, with fast signal propagation, up to 444kbit/s;
ASIL B functional safety level.
Currently, more than a dozen companies like Audiowell, Baolong Automotive, ForVision and Longhorn Automotive Electronic have launched AK2 ultrasonic radar, and some of them have entered the mass production phase.
As an ultrasonic radar leader in China, with the ability to self-develop transducers and algorithms, Audiowell was the first to introduce the fourth-generation product, AK2, in 2021, and started batch delivery and sale of it in 2022. In early 2024, Audiowell AK2 has been designated by multiple automakers (including joint-venture and China's independent ones). It is expected that the driving-parking integration solution will be mounted on over 20 new models in the year.
Baolong Automotive invested in UDAS Automotive Technology in 2022. They co-funded BaoU Technology, a company specializing in ultrasonic radar for passenger cars.
In August 2023, Baolong Automotive released AK2, a new-generation high-performance ultrasonic radar featuring a self-designed transducer with the minimum vertical FOV, and 8K FM bandwidth. It improves anti-interference performance through variable frequency transmission, allows for transmission mixed with fixed frequency and encoding modes, and can meet ASIL B functional safety level requirements.
In Q3 2023, BaoU Technology under Baolong Automotive mass-produced AK2 ultrasonic radar sensors for China's independent automakers. In September 2023, the product was designated by another Chinese independent auto brand, and the volume production is scheduled to start in July 2024. In addition, Baolong Automotive has built a fully automated ultrasonic radar production line in Hefei Park, with AK2 capacity up to 300,000 units/month.
As a company engaged in "ADAS + autonomous driving in low-speed scenarios", ForVision received strategic investment from ThunderSoft in 2020 and launched an AK2 product in 2022, with the detection range of 8m and accuracy of 1cm. In July 2023, the product was designated by Voyah for its AK2 algorithm and hardware mass production project based on the new-generation intelligent driving platform on which Voyah builds mid-to-large-size luxury electric executive sedans and new mid-size electric SUVs, with planned lifecycle output of more than 400,000 vehicles.
To meet market demand, ForVision is building its own ultrasonic radar factory in 2024, with capacity expected to reach about 4 million units in May 2024, and annual capacity up to 10 million units. ForVision CEO Xin Yonglei said there will be nearly ten production models using ForVision's ultrasonic sensor technology in the coming year.
3. Localization of core components of AK2 speeds up.
Core components of AK2 ultrasonic radar include transducer, chip, and housing, of which transducer and chip makes up around 60% of the BOM cost.
Transducers are dominated by international Tier1s like Bosch and Valeo. China's local companies such as Audiowell, Zongmu Technology, Baolong Automotive and Youhang Technology make continuous investment and now have self-development and production capabilities.
Wherein, Youhang Technology, positioned as a Tier2, was the first to deliver AK2 ultrasonic radar transducers on large scale in late 2022. It has three fully automated transducer production lines and plans to have capacity of 40 million transducers in 2024.
In terms of chips, in addition to Bosch, the industry mainly purchases products from Germany's Elmos, whose chips can support highway or urban low-speed scenarios, with detection range up to 6m, and can detect obstacles, pedestrians, cyclists, or animals. In 2021, Elmos introduced E524.17, a new-generation ultrasonic radar chip which has become the preferred solution for many suppliers.
To improve chip localization, Ninestar's company, Geehy Microelectronics, has made continuous efforts on development, and mass-produced its first ultrasonic sensor chip on a large scale in 2023. The product features high integration, small size, high precision and comprehensive data collection, and can be used in automated parking assist, ultrasonic parking assist, ADAS and so on.
Moreover, Youhang Technology is also developing an ultrasonic radar chip, and plans to produce it in quantities in 2024. In October 2023, Youhang Technology raised tens of millions of yuan in its Pre-A funding round led by South China Venture Capital and co-invested by Dingjia Ventures. The raised funds are largely spent on projects including automotive-grade validation test and mass production of AK2 sensor chip, ultrasonic transducer capacity expansion, and R&D of automotive micro-crash sensor chip.
The steady development of the downstream parking market and the faster localization of upstream core components provide favorable support for mass adoption of ultrasonic radars. Yet amid fierce competition in vehicle intelligence and diverse market demands, ultrasonic radars still face many challenges.
For instance, since 2022 Tesla has eliminated 12 ultrasonic radars on Model 3/Model Y models in some regions and replaced them with Tesla Vision technology. Some OEMs or suppliers use short-range radars to replace ultrasonic radars. At CES 2024, Continental introduced Radar Vision Parking, a system based on high-resolution surround radars and surround view to replace conventional ultrasonic sensors.
Table of Contents
1 Automotive Ultrasonic Radar and Application Scenarios
1.1 Overview of Automotive Ultrasonic Radar
1.1.1 Introduction
1.1.2 System Composition
1.1.3 Working Principle
1.1.4 Main Types
1.1.5 Iteration History
1.1.6 Key Parameters
1.1.7 Industry Chain
1.1.8 Application Scenarios
1.2 Automotive Ultrasonic Radar Parking Scenarios
1.2.1 Development History of Parking
1.2.2 Automated Parking Assist (APA)
1.2.3 Remote Parking Assist (RPA)
1.2.4 Home-zone Parking Pilot (HPP)
1.2.5 Lane-tracking Reversing Assistance System (LRAS)
1.2.6 Automated Valet Parking (AVP)
1.2.7 Highway Side Assist
2 Automotive Ultrasonic Radar Installations and Solution Comparison in China
2.1 Installations of Ultrasonic Radars in Passenger Cars in China
2.1.1 Overall Installations of Ultrasonic Radars, 2021-2023
2.1.2 Installations of Ultrasonic Radars, 2021-2023: By Company Type
2.1.3 Installations of Ultrasonic Radars, 2021-2023: By Price
2.1.4 Installations of Ultrasonic Radars, 2021-2023: By Brand/Model
2.1.5 Installations of Ultrasonic Radars Per Vehicle, 2021-2023: Overall and by Company Type
2.1.6 Installations of Ultrasonic Radars Per Vehicle, 2021-2023: By Price
2.1.7 Installations of Ultrasonic Radars Per Vehicle, 2021-2023: By Brand/Model
2.1.8 Ultrasonic Radar Installation Solutions: By Number of Radars Installed
2.1.9 Ultrasonic Radar Installation Solutions: By Autonomous Driving Level
2.1.10 TOP15 Models Installed with 4 Ultrasonic Radars by Sales
2.1.11 TOP15 Models Installed with 8 Ultrasonic Radars by Sales
2.1.12 TOP15 Models Installed with 12 Ultrasonic Radars by Sales
2.1.13 Ultrasonic Radar Market, 2024-2028E (1)
2.1.14 Ultrasonic Radar Market, 2024-2028E (2)
2.2 Comparison of Products and Solutions between Passenger Car Ultrasonic Radar Companies
2.2.1 Major Ultrasonic Radar Suppliers
2.2.2 Comparison of Products and Planning between Major Foreign Suppliers
2.2.3 Comparison of Products and Planning between Major Chinese Suppliers (1)
2.2.4 Comparison of Products and Planning between Major Chinese Suppliers (2)
2.2.5 Comparison of Products and Planning between Major Chinese Suppliers (3)
2.2.6 Comparison of Ultrasonic Radar Business Models in China
3 Development Trends of Automotive Ultrasonic Radar and Parking in China
3.1 Overview of Ultrasonic Radar Trends
3.1.1 Product and Technology Trends
3.1.2 Application Trends
3.1.3 Industry Chain Trends
3.2 Ultrasonic Radar Enters AK2 Era
3.2.1 Features of AK2 Encoded Ultrasonic Radar
3.2.2 Encoded Ultrasonic DSI Communication Technology
3.2.3 AK2 Ultrasonic Radar Core Components
3.2.4 Application Scenarios of AK2 Encoded Ultrasonic Radar
3.2.5 Layout Comparison of AK2 Encoded Ultrasonic Radars between Foreign Suppliers
3.2.6 Layout Comparison of AK2 Encoded Ultrasonic Radars between Chinese Suppliers (1)
3.2.6 Layout Comparison of AK2 Encoded Ultrasonic Radars between Chinese Suppliers (2)
3.2.7 AK2 Production Model 1
3.2.8 AK2 Production Model 2
3.2.9 AK2 Production Model 3
3.3 Ultrasonic Radars Tend To Be Miniaturized and Integrated
3.3.1 MEMS Ultrasonic Radar
3.3.2 Audiowell's CPD Solution Based on MEMS Ultrasonic Radar
3.3.3 Concealed Design of Ultrasonic Radar
3.4 Challenges and Trends in Ultrasonic Radar
3.4.1 Challenges
3.4.2 Discussion of Trends
3.5 Parking is the Mainstream Scenario of Ultrasonic Radar
3.5.1 Evolution of Parking Industry
3.5.2 Installation of Major Parking Systems
3.5.3 Installation of APA System (1)
3.5.4 Installation of APA System (2)
3.5.5 Sensor Solution of APA System (3)
3.5.6 Installation of Integrated APA System (1)
3.5.7 Installation of Integrated APA System (2)
3.5.8 Sensor Solution of Integrated APA System (3)
3.5.9 HVP /AVP Systems and Their Sensor Solutions (1)
3.5.10 HVP /AVP Systems and Their Sensor Solutions (2)
3.5.11 HVP /AVP Systems and Their Sensor Solutions (3)
