Chinese Independent OEMs´ ADAS and Autonomous Driving Report, 2024
상품코드:1613809
리서치사:ResearchInChina
발행일:2024년 11월
페이지 정보:영문 345 Pages
라이선스 & 가격 (부가세 별도)
한글목차
최근 수년간 중국의 지능형 운전 시장은 드라이브-주차 통합, 고속도로 NOA, 도시 NOA, 지도 없는 NOA 등 기술 경쟁이 심화되고 있습니다. 중소형 ADAS Tier 1은 점차 기술 발전 속도를 따라잡지 못하고 있습니다.
2024년 이후 중국의 ADAS와 자율주행 시장은 종단간 경쟁에 돌입할 것입니다. 엔드 투 엔드 자동 운전은 OEM이 기존의 R&D 모델을 변경하고 많은 R&D, 컴퓨팅 파워 및 데이터 리소스를 투자해야 합니다. 그러나 다중 브랜드 및 다중 기술 경로로 인해 OEM이 지능형 운전 전투에서 승리하기 위해 리소스를 통합하는 것이 어려워지고 있습니다. 조직 구조 조정과 팀 통합은 2024년국내 OEM의 필수 코스가되었습니다.
지능형 운전에서 경쟁하기 위해 OEM은 조직 구조를 조정하고 팀을 계속 통합하고 있습니다.
NIO는 다양한 개발 단계에 적응하기 위해 조직 구조를 지속적으로 동적으로 조정하고 있으며, 2024년 6월, NIO는 지능형 주행 팀의 조직 구조를 초기 인식-계획-제어-실행에서 엔드 투 엔드 자동 운전으로 조정했습니다. 지능형 주행 연구개발부는 Foundation Model Department(엔드투엔드 모델 연구개발 담당), Deployment Architecture and Solution Department(차량 관련 전반적인 알고리즘 개발, 아키텍처 설계, 기능 제공 담당), Deployment Architecture and Solution Department(차량 관련 전반적인 알고리즘 개발, 아키텍처 설계, 기능 제공 담당)로 구성되어 있으며, 아키텍처 설계, 기능 제공), Spatiotemporal Information Department(차량과 클라우드 상의 지도정보 관련 알고리즘/모델 개발 및 서비스 담당)를 신설하고 기존의 인지부, 계획/제어부, 환경정보부, 솔루션 딜리버리부를 폐지하였습니다. 부서를 폐지하였습니다.
Xpeng 은 2024년기술 개발 부서를 조정했으며, Xpeng의 기술 개발 부서는 인식, 계획, 제어, 위치 알고리즘의 연구개발을 담당하고 있습니다. 조정 후 기술 개발 부서는 AI End-to-End, AI Application, AI Energy Efficiency의 세 부문으로 나뉘었습니다.
2024년 8월경, 샤오미자동차 지능형 운전팀은 새로운 조직 구조 조정을 완료하고, 주로 "인식"과 "계획 및 제어"의 두 가지 보조 부서를 통합하여 "엔드-투-엔드 알고리즘 및 기능 부서"로 재편했습니다.
신흥 OEM은 끊임없이 조직 구조를 조정하고 있을 뿐만 아니라 기존 OEM도 빠른 변화를 보이고 있습니다.
2024년 6월, BYD는 자체적으로 지능형 운전을 개발하는 Tianxuan Development Department를 설립하여 높은 수준의 지능형 운전 솔루션을 자체적으로 개발할 수 있는 위치에 있습니다. BYD는 2024년하반기에 저수준의 지능형 주행 솔루션을 개발하는 Tianlang Development Department를 설립하여 높은 수준의 지능형 주행 솔루션을 자체 개발할 수 있는 위치에 있습니다, BYD는 조직 구조를 심층적으로 통합할 것입니다. 초기 Tianxuan 팀의 핵심 구성원은 Tianlang 자체 개발 팀에 임베디드되었습니다.
2025년, D2D는 OEM 경쟁의 초점이 될 것입니다.
올해 8월 주차공간에서 주차공간까지 지능형 운전을 탑재한 화웨이에 이어 리오토, 엑스펑, 샤오미 등도 주차공간에서 주차공간까지 높은 수준의 지능형 운전을 탑재할 예정입니다.
Xpen Motors에 따르면 Xpeng Turing AI 지능형 운전 시스템을 기반으로 일련의 지능형 운전 소프트웨어와 엔드 투 엔드 기본 모델을 사용하여 주차 공간에서 주차 공간까지의 기능을 실현할 수 있는 기업이 되었다고 합니다. 이 솔루션은 일련의 소프트웨어 로직을 채택하여 지하 주차장, 게이트, 도시 도로 등의 시나리오를 연결합니다. Xpeng Motors는 Auto Guangzhou에서 첫 번째 전체 네트워크 테스트를 발표했으며 향후 AI Dimensity 5.5.0을 통해 AI Dimensity 5.5.0을 전면적으로 추진할 계획입니다.
중국의 자동차 산업에 대해 조사분석했으며, 중국 독립계 OEM의 ADAS 탑재수 데이터 및 각 브랜드의 동향 등의 정보를 제공하고 있습니다.
목차
제1장 중국의 독립계 브랜드 OEM의 ADAS 시장의 현황
독립계 브랜드와 합작 브랜드 ADAS 탑재수와 탑재율 : 레벨별
독립계 브랜드 ADAS 탑재수와 탑재율 : 기능별
독립계 브랜드 L2/L2+ ADAS 탑재수와 탑재율
L2/2.5/2.9 ADAS 탑재수 : 브랜드별
L2/2.5/2.9 ADAS 탑재수 : 모델별
L2/L2+/2.5/2.9 ADAS 탑재수 : 가격별
L2/L2+/2.5/2.9 ADAS 탑재율 : 가격별
L2.5/L2.9 ADAS 탑재수 : 가격별, 모델별(2023년)
L2.5/L2.9 ADAS 탑재수 : 가격별, 모델별(2024년 1월-8월)
L2.5/L2.9 ADAS 탑재수와 탑재율 : 가격별
L2, L2.5, L2.9 ADAS 솔루션의 비교
제2장 중국의 독립계 브랜드 OEM의 ADAS/자율주행 레이아웃과 동향
ADAS/AD 탑재수 계획과 공급망
자율주행 산업에서 기존 브랜드의 동향
기존 브랜드의 자율주행 기술 동향
신규 브랜드의 지능형 드라이빙 개발 동향
제3장 중국의 기존 독립계 브랜드 OEM의 ADAS/자율주행 레이아웃
Changan
Great Wall Motor
BYD
FAW Hongqi
Geely
GAC
BAIC
SAIC
Chery
Dongfeng
제4장 중국의 독립계 신규 브랜드 OEM의 ADAS/자율주행
NIO
Xpen Motors
Li Auto
Neta Auto
Leapmotor
Xiaomi Auto
HIMA(Harmony lntelligent Mobility Alliance)
KSA
영문 목차
영문목차
OEM ADAS research: adjust structure, integrate teams, and compete in D2D, all for a leadership in intelligent driving
In recent years, China's intelligent driving market has experienced escalating technological competition in driving-parking integration, highway NOA, urban NOA, and map-free NOA. Small and medium-sized ADAS Tier1s are gradually slow to keep up with the pace of technological evolution.
Since 2024, China's ADAS and autonomous driving markets have entered an end-to-end competition. End-to-end autonomous driving requires OEMs to change their previous R&D model and invest a lot of R&D, computing power and data resources. However, multi-brand and multi-technology routes make it difficult for OEMs to pool resources to win the battle of intelligent driving. Organizational structure adjustment and team integration have become compulsory courses for domestic OEMs in 2024.
To compete in intelligent driving, OEMs keep adjusting their structure and integrating their teams
NIO continues to dynamically adjust its organizational structure to adapt to different development stages. In June 2024, NIO adjusted the organizational structure of its intelligent driving team from original perception-planning & control-execution to end-to-end autonomous driving. NIO's Intelligent Driving R&D Department has newly established the Foundation Model Department (responsible for R&D of end-to-end models), Deployment Architecture and Solution Department (responsible for vehicle-related overall algorithm development, architecture design and function delivery), and Spatiotemporal Information Department (responsible for algorithm/model development and services related to the map information on vehicle and cloud), and canceled the original Perception Department, Planning & Control Department, Environmental Information Department and Solution Delivery Department.
Xpeng has also adjusted its technology development department in 2024. Its technology development department covers R&D of algorithms for perception, planning, control, and positioning. After the adjustment, the technology development department was split into three departments: AI End-to-End, AI Application, and AI Energy Efficiency.
Around August 2024, Xiaomi Auto's intelligent driving team also completed a new round of organizational structure adjustments, mainly combining the two secondary departments of "Perception" and "Planning & Control" and reorganizing them into the "End-to-End Algorithm and Function Department."
Not only are emerging OEMs constantly adjusting their organizational structures, but also traditional OEMs are making a rapid change.
In June 2024, BYD set up the Tianxuan Development Department for developing intelligent driving in house. It is positioned to self-develop high-level intelligent driving solutions. BYD also established the Tianlang Development Department, positioned to develop low-level intelligent driving solutions. In the second half of 2024, BYD deeply integrated its organizational structure. The core members of the original "Tianxuan" team have been incorporated into the "Tianlang" self-development team.
"Parking space to parking space" (D2D) will become the focus of competition among OEMs in 2025
Following Huawei that introduced parking space to parking space intelligent driving in August this year, Li Auto, Xpeng and Xiaomi among others will also implement high-level intelligent driving from parking space to parking space.
Xpeng Motors says: Based on the Xpeng Turing AI Intelligent Driving System, Xpeng has become a company that can enable the parking space to parking space function using a set of intelligent driving software and end-to-end foundation models. The solution adopts a set of software logics to connect scenarios such as underground garages, gates, and urban roads. It also lays less stress on maps and radars, and can generate routes unconsciously. Xpeng Motors announced the launch of the first full network test at the Auto Guangzhou, and will push it in full on AI Dimensity 5.5.0 in the future.
As well at the Auto Beijing, Fan Haoyu, Senior Vice President of Li Auto's Product Department, said that the parking space to parking space function based on end-to-end + VLM has been pushed to 10,000 beta test users, and test drive cars of outlets, across the country. In late November, all AD Max users can enjoy D2D supervised intelligent driving.
On November 16, Xiaomi Auto announced on its WeChat official account: the official name of its parking space to parking space function is All-scenario Intelligent Driving. This function enables parking space to parking space driving assistance as the user gets in the car. All-scenario Intelligent Driving will be installed in Xiaomi HAD (Hyper Autonomous Driving). In the future, Xiaomi SU7 Pro, Xiaomi SU7 Max, and Xiaomi SU7 Ultra models can all be upgraded with this function.
In November 2024, Zeekr released the Haohan Intelligent Driving 2.0, which will soon enable D2D intelligent driving. The D2D function launched by Zeekr has three core highlights: full-speed activation, all-gate access, and all-scenario intelligent parking not limiting parking spaces. It is the industry's first to realize automated parking without memorizing the road in advance, creating a caring parking space-to-parking space service for users. This function is expected to be pushed in batches in January 2025, and will be fully pushed nationwide to all Zeekr products equipped with Haohan Intelligent Driving 2.0 in Q2 2025.
How long can emerging OEMs self-developing intelligent driving maintain their lead?
Looking at OEMs' development course of intelligent driving in past few years, emerging OEMs are undoubtedly successful and have always been the leaders. However, Huawei, DJI, MOMENTA and other leading Tier1s do not lag behind. The state-of-the-art all-scenario parking space-to-parking space intelligent driving function in 2024 is first launched on BAIC STELATO S9.
Li Auto has made great progress in intelligent driving in 2024 by relying on its huge user base and rapid entry into end-to-end. Chinese OEMs such as BYD, Chery, SAIC, and Geely, with much more sales, are also expected to change the pattern in 2025 with the support of leading intelligent driving Tier1s.
In addition to traditional Chinese OEMs, there are also foreign OEMs. On November 14, at its 2024 Technology Innovation Day event, Mercedes-Benz introduced a new "map-free L2++ all-scenario high-level intelligent driving function based on vision-only solution". This high-level intelligent driving system adopts a vision-only solution and NVIDIA DRIVE Orin chip, does not rely on HD maps, uses end-to-end foundation models, and can achieve perception-decision integration. In the future, it will have point-to-point all-scenario intelligent driving capabilities (i.e. parking space to parking space intelligent driving capabilities) from pulling out of the starting parking space to pulling in the destination parking space.
This intelligent driving system of Mercedes-Benz was developed with the support of MOMENTA, a leading intelligent driving Tier1. As multinational OEMs such as Mercedes-Benz, Toyota, and Volkswagen learn to introduce Chinese intelligent supply chains, they also equip their cars with cutting-edge intelligent driving and cockpit functions. Market competition will become fiercer in 2025. A former leader may not always be the leader.
Table of Contents
1 Status Quo of Chinese Independent Brand OEMs' ADAS Market
1.1 ADAS Installations and Installation Rate of Independent and Joint Venture Brands: by Level
1.2 ADAS Installations and Installation Rate of Independent Brands: by Function
1.3 L2/L2+ ADAS Installations and Installation Rate of Independent Brands
1.3.1 L2/L2+ ADAS Installations: by Brand
1.3.2 L2/L2+ ADAS Installation Rate: by Brand
1.4 L2/2.5/2.9 ADAS Installations: by Brand
1.5 L2/2.5/2.9 ADAS Installations: by Model
1.6 L2/L2+/2.5/2.9 ADAS Installations: by Price Range
1.7 L2/L2+/2.5/2.9 ADAS Installation Rate: by Price Range
1.8 L2.5/L2.9 ADAS Installations: by Price Range + Model (2023)
1.9 L2.5/L2.9 ADAS Installations: by Price Range + Model (Jan-Aug 2024)
1.10 L2.5/L2.9 ADAS Installations and Installation Rate: by Price
1.11 Comparison between L2, L2.5 and L2.9 ADAS Solutions
2 ADAS/Autonomous Driving Layout and Trends of Chinese Independent Brand OEMs
2.1 ADAS/AD Implementation Plan and Supply Chain
2.1.1 ADAS/AD Implementation Plan of Traditional Brands
2.1.2 NOA and End-to-End Implementation Timetable of Main Sub-brands of Changan, GWM, BYD
2.1.3 NOA and End-to-End Implementation Timetable of Main Sub-brands of FAW, Geely and GAC
2.1.4 NOA and End-to-End Implementation Timetable of Main Sub-brands of BAIC, SAIC, Chery and Dongfeng
2.1.5 ADAS Implementation Plan of Emerging Brands
2.1.6 NOA and End-to-End Implementation Timetable of NIO, Xpeng Motors, Li Auto, Xiaomi and Leapmotor
2.1.7 ADAS Supply Chain of Traditional Brands
2.1.8 ADAS Supply Chain of Emerging Brands
2.2 Autonomous Driving Industry Trends of Traditional Brands
2.2.1 Trend 1
2.2.2 Trend 2
2.2.3 Trend 3
2.2.4 Trend 4
2.2.5 Trend 5
2.2.6 Trend 6
2.2.7 Trend 7
2.2.8 Trend 8
2.2.9 Trend 9
2.2.10 Trend 10
2.3 Autonomous Driving Technology Trends of Traditional Brands
2.3.1 Trend 1
2.3.2 Trend 2
2.3.3 Trend 3
2.3.4 Trend 4
2.3.5 Trend 5
2.4 Intelligent Driving Development Trends of Emerging Brands
2.4.1 Trend 1
2.4.2 Trend 2
2.4.3 Trend 3
2.4.4 Trend 4
2.4.5 Trend 5
2.4.6 Trend 6
3 ADAS/Autonomous Driving Layout of Chinese Traditional Independent Brand OEMs