중국의 주요 지능형 콕핏 Tier 1 공급업체(2024년)
Leading Chinese Intelligent Cockpit Tier 1 Supplier Research Report, 2024
상품코드 : 1518880
리서치사 : ResearchInChina
발행일 : 2024년 07월
페이지 정보 : 영문 490 Pages
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한글목차

Tier 1 콕핏 공급업체들은 '말하기'-음성, '보기'-시각, '듣기'-음향, '쓰기'-생성형 AI, '느끼기'-스마트 표면/스마트 라이팅 등 사용자의 요구를 충족하는 새로운 HMI 제품을 지속적으로 출시하고 있습니다.

"듣기"- 3D, 몰입형 사운드 및 기타 고급 음향 알고리즘이 자동차에 상시 탑재됩니다.

2024년 4월, 화웨이는 스마트 IVI, 스마트 오디오, 스마트 디스플레이의 3대 성능을 갖춘 차세대 HarmonySpace를 포함한 최신 브랜드 'Qian Kun'을 발표했습니다.

스마트 오디오의 경우, 화웨이는 새로운 "Qian Kun"을 발표하여 보급형부터 고급형까지 세 가지 포지셔닝을 포함한 스마트 오디오의 새로운 길을 개척했습니다. 이름은 DYNAMIC, SUPERIOR, ULTIMATE입니다. 가장 고급스러운 ULTIMATE 시리즈는 최초로 사운드 위드 이미지 기술을 만들어 AI 사운드 이미지 분석 기술과 AI 공간 음향 기술을 채택하여 이미지에 따라 차량 내 3D 사운드를 리믹스하여 몰입감 있는 시청각 경험을 제공합니다. 새롭게 업그레이드된 지능형 음장 체험은 앞좌석과 뒷좌석에 독립된 사운드 존을 구현하여 앞좌석에서 노래하는 것과 뒷좌석에서 영화를 보는 것이 서로 간섭하지 않습니다.

ADAYO 디지털 음향 시스템 솔루션은 8-24채널, 평면 서라운드 사운드, 3D 서라운드 사운드, 헤드레스트 오디오, AVAS, RNC, ANC, ANC, ASE, OTA 등의 기능과 구성을 지원하며, 많은 일류 독립 브랜드 OEM의 대량 생산 모델에 탑재되어 있습니다. 탑재되고 있습니다. 한편, ADAYO 음향 팀은 음향 기술과 지능형 콕핏의 심층적인 통합에 초점을 맞추고 혁신을 계속하여 몰입형 표준 레이아웃 재현, 독립적인 사운드 존, 음원 복원, 차량 환경에서의 일련의 고차 음향 효과 알고리즘 등 기술의 적용을 더욱 촉진하고 있습니다.

2023년, 3D 몰입형 서라운드 사운드를 지원하는 ADAYO의 제품이 양산되고, 새로운 듀얼 DSP 지능형 음향 제품 플랫폼이 출시되어 여러 고객 프로젝트에서 지정되었습니다.

"글쓰기"-제너럴 AI가 빠르게 탑재되고 있습니다.

자동차 분야에서 Rubik Foundation 모델을 기반으로 한 ThunderSoft의 세 가지 응용 방향, 즉 Rubik GeniusCanvas(Genius Canvas Tool), Head Unit Theme Store(AU가 헤드 유닛 테마 등 자동 생성), LLM AI Assistant(Large Model Intelligent Assistant)는 빠르게 발전하고 있습니다.), LLM AI Assistant(Large Model Intelligent Assistant)의 세 가지 응용 방향이 빠르게 발전하고 근본적으로 성숙해 왔습니다.

Rubik GeniusCanvas는 ThunderSoft의 지능형 코딩 대형 모델 Rubik Studio와 강력한 자동차 HMI 설계 소프트웨어 및 3D 엔진 Kanzi를 기반으로 설계자에게 컨셉 생성부터 3D 요소 설계, 특수 효과, 코드 생성, 장면 제작까지 초지능적인 지원을 제공합니다. 코드 생성, 장면 구성 및 제작에 이르기까지 초지능적인 지원을 제공할 수 있습니다.

디자이너는 간단한 대화만으로 Rubik GeniusCanvas는 필요에 따라 이미지 설계와 모델 구축을 수행하여 조종석 내 HMI의 설계 효율성과 품질을 크게 향상시킬 수 있습니다.

Rubik GeniusCanvas의 지원으로 콘셉트 제작 주기를 기존 3-4주에서 약 1주일로 70% 단축하고, 3D 요소 설계 주기를 기존 4-6주에서 약 3일로 85% 단축할 수 있게 되었습니다.

이 보고서는 중국 자동차 산업에 대한 조사 분석을 통해 13개 주요 지능형 콕핏 공급업체들의 제품에 대한 정보를 제공합니다.

목차

제1장 지능형 콕핏 Tier 1 기업 비즈니스 플랜 비교

제2장 ThunderSoft의 콕핏 사업 조사

제3장 Desay SV의 콕핏 사업 조사

제4장 iFlytek의 콕핏 사업 조사

제5장 Huawei의 콕핏 사업 조사

제6장 ECARX의 콕핏 사업 조사

제7장 PATEO의 콕핏 사업 조사

제8장 ADAYO 그룹의 콕핏 사업 조사

제9장 Neusoft Group의 콕핏 사업 조사

제10장 Joyson Electronics의 콕핏 사업 조사

제11장 Auto-link의 콕핏 사업 조사

제12장 BICV의 콕핏 사업 조사

제13장 Banma의 콕핏 사업 조사

제14장 Yuanfeng Technology의 콕핏 사업 조사

LSH
영문 목차

영문목차

Cockpit Tier1 Research: Comprehensively build a cockpit product matrix centered on users' hearing, speaking, seeing, writing and feeling.

ResearchInChina released Leading Chinese Intelligent Cockpit Tier 1 Supplier Research Report, 2024. The report mainly covers:

13 Chinese intelligent cockpit Tier 1s: Desay SV, ThunderSoft, ADAYO, iFlytek, PATEO, Joyson Electronics, Huawei, ECARX, Neusoft Group, Yuanfeng Technology, Auto-link, BICV, Banma, etc.

7 major business segments of cockpit

Human-machine interaction (HMI) system: "speak" - voice, "see" - vision, "hear" - acoustics, "write" - generative AI, "feel" - smart surface/smart lighting, etc.

Domain control computing platform: computing, in-cabin AI, cabin-driving-parking integration, central cross-domain computing, etc.

Software system: evolution from cockpit OS to vehicle OS, SOA architecture and application atomization, navigation electronic map, etc.

AI foundation model: general foundation model (hundreds of billions of parameters), vehicle-side application foundation model (billions of parameters), foundation model tools

In-vehicle display system: 2.5K/4K ultra HD screen, AR-HUD display, light field display (naked-eye AR+3D), CMS, etc.

Communication system: TBOX, C-V2X, smart vehicle antenna, etc.

Connected system: connected services, OTA, intelligent diagnosis, etc.

Study the evolution of intelligent cockpit form and product development trends: summarize and analyze new products, new technologies, and new trends of major Tier1s' intelligent cockpit businesses

Cockpit HMI system: "speak" - voice, "see" - vision, "hear" - acoustics, "write" - generative AI, "feel" - smart surface/smart lighting, etc.

Tier 1 cockpit suppliers are continuously launching new HMI products to meet user needs such as "speak" - voice, "see" - vision, "hear" - acoustics, "write" - generative AI, "feel" - smart surface/smart lighting, etc.

"Hear"--3D, immersive sound and other advanced sound algorithms constantly installed in cars

In April 2024, Huawei unveiled its newest brand "Qian Kun", including the new-generation HarmonySpace, which features three major performance: smart IVI, smart audio, and smart display.

In terms of smart audio, Huawei unveiled the new Qiankun, creating a new track of smart audio, which includes three series with different positioning from entry to high-end, namely: DYNAMIC, SUPERIOR and ULTIMATE. The most luxurious ULTIMATE Series is the first to create sound-with-image technology, adopting AI sound and image analysis technology and AI spatial sound technology, which can remix 3D sound in the cabin according to images, realizing an immersive audio-visual experience. The newly upgraded intelligent sound field experience realizes independent sound zones in front and rear seats, so that singing in front row and watching movies in rear row do not interfere with each other.

ADAYO digital acoustic system solutions support functions and configurations including 8~24 channels, planar surround sound, 3D surround sound, headrest audio, AVAS, RNC, ANC, ASE and OTA, and have been equipped with mass-produced models of many first-tier independent brand OEMs. Meanwhile, the ADAYO acoustic team focuses on the deep integration of acoustic technology and intelligent cockpits, continues to innovate, and further promotes the application of technologies such as immersive standard layout replication, independent sound zones, sound source restoration and a series of high-order sound effect algorithms in the vehicle environment.

In 2023, ADAYO's products supporting 3D immersive surround sound have been mass-produced, and a new dual DSP intelligent acoustic product platform has been launched, which has been designated by multiple customer projects.

"Write" - Generative AI is getting on board fast

In the automotive field, the three application directions of ThunderSoft based on Rubik Foundation model, namely, Rubik GeniusCanvas (Genius Canvas Tool), Head Unit Theme Store (AU Automatically Generates head unit Theme, etc.), and LLM AI Assistant (Large Model Intelligent Assistant), have progressed rapidly and have basically matured.

Rubik GeniusCanvas, which is based on ThunderSoft intelligent coding large model Rubik Studio and powerful automotive HMI design software and 3D engine Kanzi, can provide designers with super intelligent assistance from concept creation, 3D element design, special effects code generation and scene construction and production.

Designers only need some simple language conversations, and Rubik GeniusCanvas can perform image design and model construction as required, which greatly enhances design efficiency and quality of HMI in the cockpit.

With the assistance of Rubik GeniusCanvas, the concept creation cycle can be shortened by 70%, from the original 3-4 weeks to about 1 week; 3D element design cycle can be shortened by 85%, from the original 4-6 weeks to about 3 days.

"See"-in-cabin vision (DMS + OMS + CMS), electronic rearview mirrors, etc. are integrated with intelligent cockpit to achieve intelligent interaction capabilities

In January 2024, ThunderSoft officially launched its latest research and development achievement - Falcon, a smart car image quality solution, which provides a one-stop delivery solution for in-vehicle vision image quality products based on domain control chips. Its 1.0 is based on Qualcomm 8255 and provides RAW Sensor modules for automotive vision scene adaptation, image quality tuning services, image post-processing algorithm products, image quality testing services, and regulatory interpretation & support services, which significantly enhances the perception experience in cockpit HMI field. Relying on powerful image quality optimization capabilities provided by platform portrait framework, it supports ISP image quality optimization of multi-channel RAW Sensor, supports AWB, AEC, ISP (BlackLevel, LSC, BPC, ABF, Demosaic, CC, Gamma, CST, NR, ASF) and other basic image quality optimization modules, and also supports BayerGTM, BayerLTM, LDC, CAC, ANR and other chip-specific image quality optimization modules. Currently it adapts and empowers AVM, CMS, DVR, DMS, OMS, Carlog and other automotive vision product scenarios.

In April 2024, BICV released the latest DMS + OMS + CMS all-in-one solution "Qiuhao Vision-BOX", which uses a domestic AI chip with a computing power of up to 8TOPS, supports multi-channel camera input, and supports multi-channel display output. It integrates functions such as CMS, DMS, OMS, E-MIRROR + DVR in and out of the cabin, taking into account safety and intelligence to bring the ultimate experience to users. In the design, it is strictly in accordance with European Union DDAW (Driver Drowsiness and Attention Warning), E-NCAP (European New Car Safety Evaluation Association), can meet the requirements of C-NCAP and domestic GB/T 41797-2022 "Driver Attention Monitoring System Performance Requirements and Test Methods", GB 15084 "Motor Vehicles, Indirect Vision Device Performance and Installation Requirements" and other regulations and standards, and the product can meet the corresponding regulatory requirements.

Cockpit AI foundation model product deployment: two layout models

Mode 1: self-research is the main one, and both general basic foundatiion model and industry application foundation model are laid out

Direction 1: Enterprises first develop a general basic foundation model, and build an industry application foundation model based on this. This part of the enterprise firstly has a strong underlying software R&D strength. Secondly, the company is involved in multiple industry fields in addition to automotive industry. Typical representatives such as Huawei, ThunderSoft, iFLYTEK, etc., they have launched a basic foundation model, and then launched related application products based on AI foundation model according to the industry.

In 2023, Huawei released the general basic foundation model Pangu, and based on this to create a number of industry application products, the latest version is 5.0 products, achieving a full range of multi-modal, strong thinking and other comprehensive upgrades.

At the cockpit application level, in April 2024, Huawei released the latest AI Qianwu engine, which is based on Huawei's Pangu model, MindSpore computing framework, and Ascend AI basic hardware platform. The new generation of Qianwu engine is not only a simple interaction tool, but also a smart partner who can deeply understand user requests and provide personalized services. It can help voice recognition, which can identify the location of each occupant through the user's voiceprint, perceive and record personal preferences, and realize personalized services. Qianwu understands the car, and the full vehicle Knowledge Graph can accurately solve user problems. In addition, Qianwu engine can also serve across devices, helping head unit directly navigate to the location sent by mobile phone, and truly achieve one-step service.

On June 27, 2024, iFLYTEK released the general basic model iFLYTEK Spark Model V4.0. After this upgrade, iFLYTEK Spark fully benchmarked the ChatGPT-4 Turbo, which can realize multilingual dialogue and improve the automatic speech recognition ability in complex environments, bring broader application prospects for intelligent cockpit.

At the same time, iFLYTEK has newly upgraded intelligent cockpit of Spark Car based on V4.0. The smart cockpit can realize full-duplex interaction, realize multi-lingual and multi-dialect switching-free communication, multi-emotional and multi-modal anthropomorphic interaction, and can perceive in multiple modes, know the degree of physical health, whether it is tired, high blood pressure, and fast heartbeat; then it can also run through internal and external sources to complete real tasks in the car.

In addition, in terms of AI foundation model tools, iFLYTEK gives full play to its own technical advantages, deeply integrates and deploys smart car algorithms and smart car chips, supports multi-modal fusion interactive applications, and realizes efficient reasoning, efficient transplantation, and efficient debugging. Taking iFLYTEK's most representative speech algorithm as an example, after transplanting speech noise reduction, wake-up, recognition, and synthesis from CPU to NPU through heterogeneity, it can reduce CPU computing power requirements by 60%. And by deploying larger models on resource-rich NPUs, it can achieve automatic speech recognition effects comparable to the cloud locally. This is the technical secret behind the fast and accurate automatic speech recognition on a number of new models such as Hongqi EH7 and NIO ES8.

Mode 2: cooperation-based, mainly layout industry application foundation model

Direction 2: Mainly through the model of cooperation + self-research, represented by traditional cockpit Tier1s with supply strength of a variety of cockpit type products. They usually do not develop basic foundation models by themselves, but mainly use open-source basic foundation models to create large model products for automotive cockpits and other industry applications. Typical representative companies include Neusoft Group, Desay SV, Joyson Electronics, PATEO, Auto-link, ECARX, etc.

PATEO is actively establishing strategic cooperation with leading general foundation model providers, establishing connections with vertical application developers and service providers, building an ecosystem based on foundation models, and providing customized services for OEMs through the ability to integrate foundation models to create personalized foundation model products that OEMs need.

In addition, PATEO is also actively building a foundaton model-based industry knowledge base, a new generation of scene engines, and a number of foundaton model-based intelligent application scenarios, and actively exploring a new generation of POC for intelligent cockpit interaction experience with several OEMs.

Table of Contents

1 Business Planning Comparison of Intelligent Cockpit Tier1s

2 Research on ThunderSoft Cockpit Business

3 Research on Desay SV Cockpit Business

4 Research on iFlytek Cockpit Related Business

5 Research on Huawei Cockpit Business

6 Research on ECARX Cockpit Related Business

7 Research on Cockpit Business of PATEO

8 Research on Cockpit Business of ADAYO Group

9 Research on Cockpit Business of Neusoft Group

10 Research on Cockpit Business of Joyson Electronics

11 Research on Cockpit Related Business of Auto-link

12 Research on Cockpit Related Business of BICV

2023 R & D investment

13 Research on Cockpit Related Business of Banma

14 Research on Cockpit Business of Yuanfeng Technology

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