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세계의 C-V2X 및 CVIS 산업(2024년)
C-V2X and CVIS Industry Research Report, 2024
상품코드 : 1513557
리서치사 : ResearchInChina
발행일 : 2024년 05월
페이지 정보 : 영문 360 Pages
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한글목차

2023년 OEM 규모가 27만대를 넘어 대규모 검증이 시작됩니다.

「차량,도로,클라우드 통합」의 시험 운용이 개시되어, C-V2X는 대규모 검증 사이클에 들어갑니다.

C-V2X는 세계 표준 경쟁에서 DSRC를 기본적으로 이길 것입니다.

미국 : 2023년, C-V2X를 전미에 전개하는 것이 명확해지고 있습니다. 2034년까지 C-V2X는 국도의 100%, 도시 교차로의 75%를 커버했으며, 주로 교통사고에 대응하는 C-V2X 탑승 계획이 책정되었습니다.

유럽 : C-V2X의 위치는 명확하지 않지만, 유럽 연합은 각국이 자국의 기술 판단으로 C-V2X를 선택할 수 있음을 나타내, 유럽에서는 C-V2X와 ITS-G5가 2개의 기술 표준 시스템으로서 공존 합니다.

대한민국 : 2023년 12월, DSRC 기술을 포기하고 LTE-V2X를 유일한 Internet of Vehicles 통신 기술로 채택하는 것을 공식적으로 발표했습니다.

2024년 중국은 지능형 커넥티드 차량의 차량,도로,클라우드 통합 시험 운용을 공식적으로 시작했습니다. 2024년-2026년을 시험기간으로 하고 있습니다.

차량의 접속률을 서서히 향상시켜, 시험 차량의 100%에 C-V2X와 디지털 신분 증명서 캐리어를 탑재합니다.

시 버스, 공용차, 택시 등의 공공 구역에서는 기존 차량에 C-V2X의 탑재를 장려하고 신차량의 50%에 C-V2X를 탑재합니다.

파일럿 도시에서는 L2를 초과하는 자율 운전 기능을 갖춘 신규 생산 차량에 C-V2X를 탑재하는 것이 좋습니다.

ResearchInChina의 통계에 따르면, 2023년에 OEM에 의해 C-V2X가 탑재된 중국 승용차는 27만대 초과(1.2%를 차지한다)입니다. 2026년-2027년에 대규모 탑재가 이루어질 것으로 예측되며, OEM 탑재율은 9% 이상의다는 낙관적인 예측도 있습니다.

C-V2X의 OEM 보급률이 높아지는 기본적인 로직

C-NCAP의 2024년 버전에서는 V2X가 공식적으로 평가 범위에 포함되어 있습니다. C-V2X를 통해 OEM은 신차의 액티브 세이프티 분야에서 더 많은 포인트를 획득할 수 있습니다. 이 규칙은 2024년 7월부터 시행됩니다.

인텔리전트 커넥티드카의 「차량,도로,클라우드 통합」의 시험적 적용 방침이 시행되어, C-V2X는 대규모의 도시 운용과 시나리오 검증의 개발 단계에 들어갔습니다.

BYD, Volkswagen, Audi 등은 신형 차량에 C-V2X 기술을 채용하기 시작했으며, GAC, FAW Hongqi, Ford 등의 OEM은 C-V2X 기술의 두 번째 단계로 진화를 적극적으로 추진하고 있습니다.

C-V2X는 지능형 교통을 강화하여 C-V2X에 돈을 지불하는 소비자가 더 편안하게 느끼게 되고 OEM이 C-V2X를 탑재하게 됩니다. 예를 들어, 도시 NOA가 진행되는 동안 신호등 상태, 실시간 도로 상황, 운전 위험 및 기타 도시 정보의 예측은 매우 중요합니다. C-V2X 시스템을 기반으로 정확한 도로 데이터가 차량에 제공되며, 이는 도시 NOA의 발전에 기여합니다.

C-V2X의 통합도는 점점 높아지고 OEM의 탑재 비용은 계속 낮아지고 있습니다. C-V2X는 5G 지능형 조종석과 5G 통신 모듈에 통합되어 OEM의 탑재율 향상에 기여합니다.

「C-V2X의 길가 설비 커버율」과 「자동차용 단말기 보급률」이 점점 높아지고, 양적 변화로부터 질적 변화로의 발전 노드가 나타납니다.

C-V2X 칩/모듈은 고성능화, 고집적화를 위해 발전하고 있습니다.

전 세계에서 C-V2X 칩을 제공할 수 있는 공급업체는 Qualcomm, Autotalks, Morningcore Technology, Huawei, ZTE 등 여러 회사에 국한되어 있습니다. 그 중에서도 Qualcomm은 C-V2X 칩 분야에서 주도적인 지위를 차지하고 있습니다.

이 보고서는 중국 C-V2X/CVIS 산업에 대해 조사 분석하여 추진 제작, 표준 동향, 시장 규모, 시장 구조 등의 정보를 제공합니다.

목차

제1장 C-V2X의 표준화와 산업 전망입니다.

제2장 C-V2X의 양산과 응용

제3장 C-V2X 탑재

제4장 C-V2X 양산화의 주요 기술

제5장 C-V2X 단말 및 시스템 솔루션 제공업체

제6장 C-V2X 칩 모듈 벤더

BJH
영문 목차

영문목차

C-V2X and CVIS Research: In 2023, the OEM scale will exceed 270,000 units, and large-scale verification will start.

The pilot application of "vehicle-road-cloud integration" commenced, and C-V2X entered a large-scale verification cycle.

C-V2X has basically beaten DSRC in the global standard competition:

United States: In 2023, it was made clear that C-V2X should be deployed throughout the country. By 2034, C-V2X will cover 100% of national highways and 75% of urban intersections, and a C-V2X boarding plan was formulated to mainly handle traffic accidents.

Europe: Although the status of C-V2X is not clear, the European Union has indicated that each country can choose C-V2X according to its own judgment on technology, so that C-V2X and ITS-G5 coexist as two technical standard systems in Europe.

South Korea: In December 2023, it officially announced to abandon DSRC technology and adopt LTE-V2X as the only Internet of Vehicles communication technology.

In 2024, China officially launched the pilot application of "vehicle-road-cloud integration" of intelligent connected vehicles, with the pilot period from 2024 to 2026:

It will gradually improve the connectivity rate of vehicles, and 100% of pilot vehicles will be equipped with C-V2X and digital identity certificate carriers;

In public areas such as city buses, official vehicles, and taxis, existing vehicles are encouraged to install C-V2X; 50% of new vehicles should be fitted with C-V2X.

Pilot cities are advocated to install C-V2X in new production vehicles with L2 and higher-level autonomous driving functions.

According to ResearchInChina's statistics, more than 270,000 Chinese passenger cars (accounting for 1.2%) were equipped with C-V2X by OEMs in 2023. It is expected that large-scale installation will occur from 2026 to 2027, with optimistic predictions that the OEM installation rate can exceed 9%.

The basic logic behind the increasing OEM penetration rate of C-V2X:

The 2024 version of C-NCAP officially includes V2X in the evaluation scope. C-V2X can ensure that OEMs score more points in the field of active safety for new cars. This rule will be implemented from July 2024;

The pilot application policy of "vehicle-road-cloud integration" of intelligent connected vehicles has been enforced, and C-V2X has entered the development stage of large-scale urban operation and scenario verification;

BYD, Volkswagen, Audi and the like have begun to deploy C-V2X technology in new models, and GAC, FAW Hongqi, Ford and other OEMs that dabbled in the field of C-V2X earlier are actively promoting the evolution of C-V2X technology to the second stage;

C-V2X empowers intelligent transportation and more and more application scenarios that reach consumers who are more willing to pay for C-V2X as they feel better, which will then push OEMs to install C-V2X. For example, during the implementation of urban NOA, the prediction of traffic light status, real-time road conditions, driving risks and other information in the city has become very important. Based on the C-V2X system, accurate roadside data is provided to the vehicle, which is conducive to the development of urban NOA;

The integration of C-V2X is getting higher and higher, and the installation cost of OEMs continues to decline. C-V2X will be more integrated into the 5G intelligent cockpit or the 5G communication module to help improve its OEM installation rate;

With the higher and higher "C-V2X roadside equipment coverage rate" and "automotive terminal penetration rate", the development node from quantitative change to qualitative change will appear.

C-V2X chips/modules are developing towards high performance and high integration.

Only a few suppliers who can provide C-V2X chips in the world, such as Qualcomm, Autotalks, Morningcore Technology, Huawei and ZTE. Among them, Qualcomm has a leading position in the field of C-V2X chips.

Qualcomm said in 2023 that it would acquire Autotalks. Through the acquisition, the production-ready, dual mode, Autotalks standalone safety solutions will be incorporated into Qualcomm Technologies' expanding Snapdragon(R) Digital Chassis product portfolio in a bid to help accelerate the development and adoption of V2X solutions to improve traffic efficiency and help with driver and road user safety. In March 2024, the anticipated acquisition by Qualcomm of Autotalks was abandoned due to regulatory inspections, including investigations by the European Commission, UK, and Israeli antitrust regulators.

From the technical layout of major suppliers, C-V2X chip technology is becoming more and more integrated in its evolution to the second stage.

Qualcomm: There are three sets of C-V2X chip platforms: 9150 chipset, 9250 chipset and 2150 chipset. In addition, Qualcomm's 5G SA415/SA515M platform can choose to plug in V2X functions.

Qualcomm's latest 5G platform features a highly integrated V2X solution, which includes an application processor, ITS stack, Aerolink Security, message signing, up to 2500 message verification per second, PC5/Uu modem connectivity, Wi-Fi 6 and BT 5.1 connectivity, MF-GNSS, and controller area network (CAN) support. In addition, Qualcomm's fourth-generation cockpit platform is pre-integrated with Qualcomm's Snapdragon Automotive 5G platform supporting C-V2X technology.

Mass production and application: Based on the Snapdragon(R) Auto 5G Modem-RF Gen 2, HARMAN Ready Connect 5G TCU launched in February 2024 represents a significant advancement in upgradeability and scalability.

Autotalks: The C-V2X chipset has evolved to the third-generation TEKTON3 and SECTON3, which are suitable for the first and second phases of C-V2X. Autotalks is working with Hyundai Mobis to develop MTCU (Multi-functional Telematics Control Unit) connectivity modules (based on Autotalks' third-generation chipset) which will debut in 2024. Models equipped with Autotalks' third-generation chipset will be launched in 2025.

At present, C-V2X is developing in the direction of high integration. In the future, C-V2X will exist in an integrated form on vehicles, while independent modules may be mainly used in roadside communication components.

ZTE: The ZM9300, a full-stack self-developed 5G/V2X automotive module series launched in the second half of 2023, uses 3GPP Rel-16 technology and is developed based on ZTE's full-stack self-developed automotive 5G Modem chip platform. At present, the module has landed in the automotive communication terminal platform project of GAC R&D Center which will unveil the first production model in 2024.

ZTE launched Y2002, the industry's first CVIS integrated equipment, which boasts a powerful AI chip based on the previous Y2001 and integrates RSU with roadside edge calculation.

The computing power of Y2002 hits 100TOPS. It can access 16 cameras, 8 radars, and 2 LiDARs.

C-V2X may give priority to autonomous driving application scenarios such as C-AEB, L2+ urban NOA, and navigation maps.

One of the main reasons for the slow development of C-V2X is that the business model is unclear and consumers are not willing to pay the bill. In order to improve consumers' willingness to pay, roadside infrastructure coverage and application scenario construction are crucial, especially in the fields of autonomous driving application scenarios such as C-AEB, L2+ urban NOA and navigation maps.

Baidu and China Mobile have jointly released the "5G+Beidou+V2X" intelligent transportation plan, created a "5G+V2X" integrated networking solution, and promoted "5G+Beidou High Precision+V2X" applications that empower autonomous driving.

ISMARTWAYS has launched a traffic light service. The massive traffic light data accumulated in the early stage is safely processed and pushed to OEMs who then push it to car owners as a value-added service, including traffic light countdown reminder, green light start reminder, Green Light Optimal Speed Advisory (GLOSA), red light warning and other functions.

At the beginning of 2024, China Mobile put forward the concept of "four integrations": 5G+V2X communication integration, car-road computing power integration, car+city+cloud integration and people+car+home integration. China Mobile believes that the road-network-vehicle basic communication construction must be integrated and unified to jointly improve the coverage, and the roadside equipment coverage is of great significance for the large-scale promotion of C-V2X.

C-V2X and CVIS Industry Research Report, 2024 by ResearchInChina highlights the following:

The promotion policy, standard trends, market size, market structure and so on of China C-V2X industry;

Mass production and application of C-V2X by OEMs and governments;

C-V2X installation modes, technical layout of OEMs, installation cases, etc.

Key technologies of C-V2X, including chips, module, roadside, cloud, network communication, HD maps, information security and so on;

The latest technical layout and solution layout of main C-V2X terminal and system solution suppliers;

Technology evolution and main products of major C-V2X chip and module vendors.

Table of Contents

1 C-V2X Standardization and Industry Prospects

Summary: With the further support of the government, C-V2X will grow

Summary: Main Development Stages of C-V2X

2 Mass Production and Application of C-V2X

3 Installation of C-V2X

4 Key Technologies of C-V2X Mass Production

5 C-V2X Terminal and System Solution Providers

6 C-V2X Chip and Module Vendors

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