세계 및 중국의 자동차용 무선 통신 모듈 시장(2024년)
Global and China Automotive Wireless Communication Module Market Report, 2024
상품코드 : 1513563
리서치사 : ResearchInChina
발행일 : 2024년 06월
페이지 정보 : 영문 310 Pages
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한글목차

5G 자동차 통신 시장이 폭발적으로 확대, 5G FWA는 5G-A로 진화

2023년 5G 자동차 모듈 탑재 수가 급증의 선구자가 되었습니다. 통계에 따르면 중국 승용차 5G 모듈 탑재수는 2023년 163만 3,000대에 달했으며 탑재율은 약 7.5%였습니다. 2027년 탑재수는 785만 6,000대, 탑재율은 35.6%로 증가할 것으로 예측됩니다.

주요 모델에서 보면 5G 모듈의 표준 구성을 실현한 Zeekr, Denza, Avatr, Voyah, IM, Li Auto, NIO 등 신흥 OEM의 신에너지 모델의 5G 탑재율이 높습니다.

OEM의 5G 탑재 촉진요인

5G 인프라는 점차 개선되고 있습니다. : MIIT 통계에 따르면 2024년 2월 현재 중국 5G 기지국 총 수는 350만 9,000에 이르며 모바일 기지국 총 수의 29.8%를 차지하고 있습니다. 또한 중국은 세계에서 가장 5G 기지국 수가 많은 국가이며 65% 이상을 차지하고 있습니다.

5G 정책의 표준은 점차 개선되고 있습니다. : 2023년 8월, 상하이 모바일과 중국 아카데미 오브 인포메이션 및 커뮤니케이션 기술이 주도하여 20개가 넘는 규격기초 유닛을 조직, 5G Network Planning, Construction and Acceptance Requirements for Supporting High-level Autonomous Driving 및 5G Network Performance Requirements for Supporting High-level Autonomous Driving”의 준비에 참가해, 기타 2개의 그룹 규격이 정식으로 릴리스, 실시해, 국내외의 대응 규격의 갭을 메웠습니다. 2023년 12월 Huawei와 China Mobile, Unicom, Quectel, Fuzhou Internet of Things Open Laboratory, Fudan University School of Microelectronics 등이 공동으로 5G 자동차용 통신 규격을 개발, 발표했습니다. 5G 자동차용 등급 모듈인 Uu port communication certification standard 1.0을 공동 개발하여 발표했습니다.

5G는 자율 운전의 발전에 적합합니다. : 자율운전의 발전에는 고속,저지연이 요구되어 4G모듈에서는 대응이 어렵습니다. 5G 네트워크의 3대 특징은 고속 전송 속도, 저지연, D2D 디바이스 전송 기술이며, 1ms의 초저지연, 20Gbps의 높은 피크 레이트, 최대 100만대의 차량과 디바이스의 초고밀도를 실현해, 자율주행 개발에 이상적입니다.

5G는 5G-A를 향해 진화하고 있습니다. : 2024년은 5G-A 원년입니다. 5G-A가 가져오는 신기능은 자동차용 소프트웨어 OTA, 자동차용 대화면 엔터테인먼트, 스마트 운전 트레이닝 등의 용도에 효과적으로 대응할 수 있으며, 5G-A는 AI와 조합하는 것으로, AI 시대의 네트워크 요구에 보다 잘 대응할 수 있다 합니다. 현재 베이징, 상하이, 항저우 등이 5G-A 기반 텔레매틱스의 실증 회선을 상륙시키고 있습니다.

2024년 3월, 상하이 모바일과 화웨이는 상하이 푸동에서 최초의 스마트 주차 지하 주차장 네트워크 건설을 완료했으며 70,000m2 이상의 지하 공간에 5G-A 네트워크를 제공했습니다. 5G-A 주차장은 500Mbps 이상의 업링크 용량을 제공할 수 있으며, 수백 대의 자동차 주차 및 운전 기능을 동시에 충족시킬 수 있다고 합니다. 5G-A 네트워크는 기가비트를 초과하는 다운링크 속도도 달성할 수 있으며 차량의 OTA 버전 업도 최소 30초 만에 완료됩니다.

이에 비해 기존 4G FWA의 평균 속도는 약 20Mbps이고 5G FWA의 평균 속도는 약 100Mbps입니다. 5G-A 네트워크는 더 나은 사용자 경험을 제공하여 5G 모듈의 가속을 촉진합니다.

본 보고서에서는 세계 및 중국 자동차용 무선 통신 모듈 시장에 대한 조사 분석을 실시하고 개발 정책, 업계 표준, 시장 규모, 경쟁 구도 등의 정보를 제공합니다.

목차

제1장 자동차용 통신 모듈 산업의 현상

제2장 자동차용 5G 모듈의 이용 전망입니다.

제3장 자동차용 인텔리전트 모듈의 이용 전망입니다.

제4장 기타 혁신적인 모듈의 이용 전망입니다.

제5장 자동차용 통신 칩(4G/5G, C-V2X) 공급자

제6장 자동차용 통신 모듈 공급업체

BJH
영문 목차

영문목차

Communication module and 5G research: 5G module installation rate reaches new high, 5G-A promotes vehicle application acceleration

5G automotive communication market has exploded, and 5G FWA is evolving towards 5G-A

In 2023, 5G vehicle module installation ushered in a surge. According to statistics, China passenger car 5G module installation hits 1.633 million units in 2023, the installation rate is about 7.5%, and it is expected that the installation in 2027 will rise to 7.856 million with installation rate of 35.6%.

From the perspective of major models, the 5G installation rate of new energy models of emerging OEMs is higher, such as Zeekr, Denza, Avatr, Voyah, IM, Li Auto and NIO, which have all achieved standard configuration of 5G module.

Factors driving 5G installation for OEMs

5G infrastructure is gradually improving: According to MIIT statistics, as of February 2024, the total number of 5G base stations in China reached 3.509 million, accounting for 29.8% of the total number of mobile base stations. And China is the country with the largest number of 5G base stations in the world, accounting for more than 65%;

5G policy standards are gradually improved: In August 2023, Shanghai Mobile and China Academy of Information and Communications Technology took the lead in organizing more than 20 standard drafting units to participate in preparation of "5G Network Planning, Construction and Acceptance Requirements for Supporting High-level Autonomous Driving" and "5G Network Performance Requirements for Supporting High-level Autonomous Driving" and other two group standards were officially released and implemented, filling the gap of corresponding standards at home and abroad; in December 2023, Huawei and China Mobile, Unicom, Quectel, Fuzhou Internet of Things Open Laboratory, Fudan University School of Microelectronics, etc. jointly developed and released 5G automotive-grade module Uu port communication certification standard 1.0;

5G is more suitable for development of autonomous driving: The development of autonomous driving requires high speed and low latency, which is difficult to meet with 4G modules. The three major characteristics of 5G network are fast transmission speed, low latency, and D2D device transmission technology, which realizes ultra-low latency of 1 ms, high peak rate of 20 Gbps, and extremely high density of up to 1,000,000 vehicles and devices, making it ideal for the development of autonomous driving.

5G is evolving towards 5G-A: 2024 is the first year of 5G-A. The new capabilities brought by 5G-A can effectively meet applications such as in-vehicle software OTA, in-car large-screen entertainment and smart driving training, and 5G-A can be combined with AI to better meet the network needs of AI era. At present, Beijing, Shanghai, Hangzhou and other places have landed 5G-A-based telematics demonstration lines.

In March 2024, Shanghai Mobile and Huawei completed the construction of the first smart parking underground parking network in Shanghai Pudong, providing 5G-A network coverage for more than 70,000 square meters of underground space. The 5G-A parking lot can provide an uplink capacity of over 500Mbps, claiming to be able to meet parking and driving functions of hundreds of cars at the same time; the 5G-A network can also achieve a downlink super gigabit rate, and the vehicle OTA version upgrade can be completed in as little as 30 seconds.

In comparison, the traditional 4G FWA average rate is about 20Mbps, and the 5G FWA average rate is about 100Mbps. 5G-A network will bring a better user experience and promote the acceleration of 5G modules.

In satellite broadband technology, MediaTek showcased a new generation of 5G-Advanced satellite test chips at MWC2024, which can provide more than 100Mbps of data throughput for automobiles and a variety of other termnal devices.

5G-Advanced (5G-A) standards are frozen, and the tide of commercialization is launched

R18 is the first 5G-A version. In February 2024, Huawei promoted 3GPP R18 standard base station energy-saving core part to reach an agreement and freeze at the 102nd meeting of RAN. The freezing of this part marks the concept of "0 Bit 0 Watt" and "Double Excellence of Experience and Energy Saving" advocated by Huawei, was officially accepted by 3GPP International Standards Organization. On June 18, 2024, 3GPP Release 18 was officially frozen, meeting the conditions for commercialization.

The milestone of 6G standardization process has arrived

In December 2023, 3GPP held RAN #102 meeting and identified the first batch of 16 RAN projects in the Rel-19 field, marking a new stage in the development of 5G-Advanced international standards. Looking to the future, 3GPP's 6G work began in 2024 during Release 19, which marked the official start of work related to "requirements" (i.e. 6G SA1 business requirements). This is an important milestone in the 6G standardization process and lays the foundation for subsequent work.

In addition, 3GPP expects the first 6G specification to be completed in Release 21 by the end of 2028. This means that in about four years, 3GPP will complete the core specification of 6G, paving the way for commercialization of 6G technology.

5G module development platform: Qualcomm dominates, and domestic platforms such as ZTE, Huawei, and MediaTek are developing rapidly

Mainstream 5G module development platforms include ZTE, Huawei, Qualcomm, MediaTek, etc. Module supplierrs such as Quectel, Fibocom, MeiG Smart Technology, ZTE Communication, Huawei, and LG provide 5G module products for OEMs based on the development platform.

ZTE 5G Development Platform

5G module ZM9300: Using 3GPP Rel-16 technology, based on self-developed car-grade 5G Modem chip platform, supports optional configuration R16 NR & LTE-V2X PC5 direct communication; built-in computing power exceeds 18K + DMIPS CPU, which can support C-V2X ITS protocol stack and applications, without external AP processor. The ZM9300 module will be mass-produced and loaded on GAC in 2024.

4G module ZM8201V: equipped with a self-developed 4G communication chip platform. It has been first mass-produced and delivered in SAIC MAXUS Xintu V80, and subsequent SAIC passenger cars will also be equipped with this module product one after another. At the same time, ZM8201V has passed AEC Q100 vehicle certification, supports overseas eCa11, and has passed network access certification test of operators in more than 70 countries around the world.

MediaTek 5G Development Platform

MediaTek MTK2735: In China, products such as Fibocom AN758 and Mobiletek Communication T800 are equipped with MediaTek MTK2735. Mobiletek Communication T800 is the first MTK 5G module in China to obtain European Union ecall certification and Huawei compatibility test certification. As early as 2022, MediaTek's automotive 5G modems have entered the supply chain of Japanese and European OEMs.

MediaTek Dimensity Auto 5G smart cockpit platform: includes four SoC products, CX-1, CY-1, CM-1 and CV-1, using 3nm/4nm advanced manufacturing process. The communication technologies supported by Dimensity Auto include: 5G Sub-6GHz carrier aggregation technology, Wi-Fi 7, GNSS, 5G NTN two-way satellite communication capability, V2X vehicle connection communication, etc.

Qualcomm 5G Development Platform

Qualcomm's 5G platform has evolved to the latest generation of SA525M/SM522M platforms, and for the latest generation of 5G platforms launched by Qualcomm, module suppliers such as Quectel, Fibocom, and MeiG Smart Technology have also made arrangements.

Quectel AG59 series: including AG59xH series based on Qualcomm SA525M platform and AG59xE series based on Qualcomm SA522M platform. At the same time, Quectel also provides a series of high-performance antenna products to match the modules of this series, which can shorten R & D cycle of customer products. Quectel's modules have been mass-produced in nearly 20 mainstream OEMs such as SAIC, Great Wall, FAW Hongqi, NIO, and Li Auto.

Fibocom AN970T: AN970 series based on Qualcomm SA525M and AN960 series based on SA522M, two series of modules P2P, support customers to switch quickly.

Among them, the AN970 series module has a CPU computing power of up to 22k DMIPS, integrates multi-constellation GNSS receivers, supports optional dual-frequency GNSS, inertial navigation (DR), RTK, C-V2X units, 3GPP Release 16, NR Sub-6, 5G independent networking (SA) and non-independent networking (NSA) architectures, with faster transmission rates, better carrying capacity, and lower network latency.

Innovative in-vehicle communication module products emerge in an endless stream, bringing a diverse experience

1) Intelligent modules: communication modules are moving towards a high degree of integration with cockpit

In the development environment of automotive domain control architecture, automotive wireless communication solutions have entered a stage of cost-effectiveness improvement, driving vehicle modules to evolve towards integrated intelligent modules. Compared with traditional communication modules, intelligent modules will further integrate operating systems, CPUs/GPUs, etc.

The current intelligent modules on the market are mainly developed based on Qualcomm platform. The newly released MediaTek Dimensity Auto 5G smart cockpit platform has received great attention from the market and will help MediaTek achieve high-end market breakthroughs.

MeiG Smart Technology: Intelligent module SLM925 supports LTE Cat.6 communication, integrates Wi-Fi, Bluetooth, GNSS and other wireless functions, supports Android 10 operating system, supports 4K@30fps video codec, supports 3D camera or depth of field photography, supports dual-screen display, can support 8-way camera, supports 8-channel TDM, meets the requirements of vehicle temperature and width, and has obtained designation from a number of OEMs.

2) NearFlash module

NearFlash technology, as a new generation of wireless short-range communication technology, is applied in smart cars including digital car keys, head unit projection, intelligent terminal display, and wireless audio & video application solutions around the smart cockpit.

At present, based on NearFlash technology, Huawei, PATEO, Lilda, etc. have launched vehicle products.

PATEO: In April 2024, the demo product showing NearFlash smart key has characteristics of sensing the owner within 80 meters, automatically opening the lights and reflectors in 9-meter welcome area, and unlocking the vehicle within 3 meters.

3)WIFI7 Module

As the WiFi 7 standard continues to improve, chip vendors and module suppliers have deployed WiFi 7 technology, and the world's first automotive Wi-Fi 7 solution was launched by Qualcomm in early 2024, namely Qualcomm QCA6797AQ.

Qualcomm QCA6797AQ supports 320MHz channel bandwidth, 4K QAM technology enables peak throughput up to 5.8Gbps, and also introduces innovative technologies such as high-frequency concurrency and multi-link multi-radio frequency.

Global and China Automotive Wireless Communication Module Market Report, 2024 includes following contents:

Research on development policies, industry standards, market size, competition landscape, etc. of automotive wireless communication module industry;

Application of automotive 5G modules, including 5G platform selection, 5G loading applications, 5G standard vehicles, 5G technology trends, etc.

The application prospect of automotive intelligent modules, including research on development platform selection, production process, development status and trends, etc.

Research on the latest developments and manufacturer layouts of innovative modules, such as NearFlash modules, WiFi 7 modules, C-V2X modules, etc.;

Research on the product lines of major suppliers of automotive communication chips and communication modules, technology trends, and vehicle loading and mass production trends.

Table of Contents

1 Status Quo of Automotive Communication Module Industry

2 Application Prospects of Automotive 5G Modules

3 Application Prospects of Automotive Intelligent Modules

4 Application Prospects of Other Innovative Modules

5 Automotive Communication Chip (4G/5G, C-V2X) Suppliers

6 Automotive Communication Module Suppliers

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