2024년 1월-9월에 중국이 신차에 탑재한 카메라는 6,421만 3,000대로, 전년 동기비 32.6% 증가로 급증했습니다.
프런트 뷰 카메라는 1,157만 4,000대, 26% 증가.
사이드 뷰 ADS 카메라는 699만 7,000대, 81.9% 증가.
리어뷰 ADS 카메라는 124만 6,000대, 152.9% 증가.
서라운드 뷰 카메라는 3,027만 8,000대, 33.2% 증가.
1분기부터 3분기까지의 카메라 탑재 수와 비슷한 성장률로 볼 때, 2024년 전체 중국 신차에는 9,000만 대의 카메라가 탑재될 것으로 예상됩니다.
카메라 해상도 측면에서 볼 때, 2024년 1월부터 9월까지 전면 및 측면 카메라의 해상도가 여전히 높은 경향이 있으며, 8MP 카메라 탑재가 증가하고 있습니다.
8MP 전면 카메라 탑재량은 275만 2,000대로 전년 동기 대비 26% 증가했으며, 보급률은 10.6%에서 23.8%로 급증했습니다.
8MP 사이드뷰 ADS 카메라 탑재 대수는 168만 3,000대로 67.2% 급증.
8MP 리어뷰 ADS 카메라 탑재 대수는 29만 7,000대, 116.1% 급증.
10-20만 위안의 모델에는 비전 전용 하이 레벨 지능형 주행 솔루션이 준비되어 있습니다.
신차에 탑재된 ADS 센서에서 7VnR 솔루션은 2024년에 크게 성장했습니다.
1월-9월에 38만 9,000대가 7V를 탑재했습니다.
7V3R1L은 전년 대비 4,755.1% 급증했습니다.
7V1R1L은 101.0% 급등.
7V5R1L은 173.4% 급등했습니다.
주: 표에서 '7V1R' 솔루션의 전년 대비 감소는 주로 Tesla에 의한 것입니다.
7VnR 솔루션은 2024년에도 계속 반복되었고, PhiGent Robotics는 7VnR 솔루션의 가격을 4,000 위안 미만으로 낮췄으며, Zhuoyu는 Chengxing 플랫폼의 7VnR 솔루션에 2 단계의(7V 32TOPS의 하드웨어 구성에 기반한) 엔드 투 엔드 기술을 탑재했습니다.
PhiGent Robotics
2024년 4월, PhiGent Robotics는 Beijing International Automotive Exhibition에서 지능형 주행 솔루션인 PhiGo의 업그레이드 버전인 7VnR을 사용하여 표준 버전인 PhiGo Pro를 발표했습니다. 7VnR을 사용하여 PhiGo Pro의 표준 버전은 30-80 TOPS의 컴퓨팅 파워를 필요로 하며(이전 세대는 32-100 TOPS), 비용은 4,000위안 이하로 절감되었습니다.
Zhuoyu(DJI Automotive)
2024년 9월, Zhuoyu는 Chengxing Platform의 지능형 운전 소프트웨어의 업그레이드 버전인 Chengxing Intelligent Driving 2.5를 발표했습니다. Intelligent Driving 2.0과 비교하여 업계 최초로 중형 연산 플랫폼에 대한 2단계 엔드 투 엔드 기술을 대량 생산할 수 있으며, 여러 시나리오에서 지능형 운전 경험을 향상시킬 수 있습니다.
Chengxing Intelligent Driving 2.5의 2 단계 엔드 투 엔드 기술은 7V 32 TOPS 하드웨어 구성을 기반으로합니다. 지각 3 네트워크 통합 모델과 예측-결정-계획 통합 모델을 적용하여 도시내 장애물/VRU 우회, 교차로에서 우회전, 복잡한 시나리오에 대한 대응 능력을 향상시킵니다. 또한 Chengxing Intelligent Driving 2.5는 'AD Map'을 '특수 센서'로 탑재하여 한 차량의 다중 경로 메모리를 업데이트하는 기능을 탑재하여 고속도로 파일럿과 도시 메모리 파일럿의 지능형 운전 경험을 더욱 향상시켰습니다.
중국의 자동차용 비전 산업에 대한 조사분석 등의 정보를 제공하고 있습니다.
목차
제1장 자동차용 비전 산업의 개요
ADAS 서론
ADAS 기능의 분류
ADAS에서 자동차용 카메라의 주요 응용 시나리오
자동차용 카메라의 분류
자동차용 카메라 동작 원리와 구조
자동차 카메라 산업 체인
자동차 카메라 산업 체인에서 기업 레이아웃
모든 레벨 자율주행에 필요한 카메라수와 시판의 주요 모델 센서 구조 솔루션
일부 OEM의 ADAS 솔루션 센서 구성
제2장 자동차용 비전 시장
개요
프런트 뷰 시스템
사이드 뷰 ADS
리아뷰 ADS
서라운드 뷰 시스템
리어뷰 시스템
스트리밍 미디어 시스템
차내 시스템
드라이브 리코더
제3장 중국의 비전 기업
MINIEYE
Suzhou INVO
JIMU Intelligent
MAXIEYE
Autocruis
Freetech
Tsingtech Microvision
CalmCar
Jingwei Hirain
Yihang.AI
OFILM
Streamax Technology
Hikvision
ZongMu Technology
Smarter Eye
Metoak Technology
Huawei
Zhuoyu
Huaruijie Technology
PhiGent Robotics
제4장 국외 비전 기업
Denso
Bosch
Aptiv
Panasonic
Continental
ZF
MCNEX
Magna
Valeo
Faurecia
Gentex
First Sensor
Hyundai Mobis
LG
Ricoh
Hitachi Astemo
Samsung
제5장 비전 기업의 개요와 동향
국내 비전 기업의 레이아웃의 요약
국외 비전 기업의 레이아웃의 요약
KSA
영문 목차
영문목차
Automotive Vision Research: 90 million cameras are installed annually, and vision-only solutions lower the threshold for intelligent driving.
The cameras installed in new vehicles in China will hit 90 million units in 2024.
From January to September 2024, China installed 64.213 million cameras in new vehicles, surging by 32.6% from the prior-year period. including:
11.574 million front-view cameras, up 26%;
6.997 million side-view ADS cameras, up 81.9%;
1.246 million rear-view ADS cameras, up 152.9%;
30.278 million surround-view cameras, up 33.2%.
According to the camera installations and like-on-like growth in the first three quarters, ResearchInChina predicts that 90 million cameras will be installed in new passenger cars in China in the whole of 2024.
From the perspective of camera resolution, front-view and side-view cameras still tend to have high resolution; increasing 8MP cameras are installed, from January to September 2024:
There were 2.752 million 8MP front-view cameras installed, up by 26% compared with the same period of the previous year, with the penetration rate jumping from 10.6% to 23.8%;
There were 1.683 million 8MP side-view ADS cameras installed, a spike of 67.2%;
There were 297,000 8MP rear-view ADS cameras installed, soaring by 116.1%.
Vision-only high-level intelligent driving solutions are available to models priced at RMB100,000-200,000
In terms of ADS sensors installed in new vehicles, the 7VnR solution enjoyed big growth in 2024:
389,000 vehicles were fitted with 7V from January to September;
7V3R1L skyrocketed by 4755.1% on the previous year;
7V1R1L surged by 101.0%;
7V5R1L soared by 173.4%.
Note: The year-on-year decline of the "7V1R" solution in the table is mainly due to Tesla.
The 7VnR solution continued to iterate in 2024. PhiGent Robotics lowered the price of the 7VnR solution to less than RMB4,000. Zhuoyu introduced two-stage end-to-end technology (based on 7V+32TOPS hardware configuration) to the 7VnR solution for the Chengxing Platform.
PhiGent Robotics
In April 2024, PhiGent Robotics released an upgraded version of PhiGo, an intelligent driving solution, at the Beijing International Automotive Exhibition. Using 7VnR, the standard version of PhiGo Pro requires 30-80TOPS computing power (compared to 32-100TOPS for the previous generation), and the cost is reduced to lower than RMB4,000.
Zhuoyu (DJI Automotive)
In September 2024, Zhuoyu introduced Chengxing Intelligent Driving 2.5, an upgraded version of the intelligent driving software of the Chengxing Platform. Compared with Chengxing Intelligent Driving 2.0, the 2.5 version enables mass production of the industry's first two-stage end-to-end technology for medium-compute platforms and improves intelligent driving experiences in multiple scenarios.
The two-stage end-to-end technology of Chengxing Intelligent Driving 2.5 is based on 7V+32TOPS hardware configuration. It applies the perception three-network integration model and the prediction-decision-planning integration model, improving the ability to bypass obstacles/VRUs in urban areas, turn left and right at intersections and cope with complex scenarios. In addition, Chengxing Intelligent Driving 2.5 also introduces the "AD Map" as a "special sensor", and the capability of updating a single vehicle's multi-route memory, and further improves the intelligent driving experience in highway pilot and urban memory pilot.
It is known that the basic version of Zhuoyu's Chengxing Platform uses 7V+32TOPS (chip from Texas Instruments) to enable highway NOA and urban memory pilot. The hardware of this solution costs only RMB5,000. It has been mass-produced for models such as Baojun Yunduo, Chery iCar03 and Yep Plus.
In addition to Zhuoyu, Huawei also unveiled a vision-only intelligent driving solution applying end-to-end technology, based on ADS 3.0.
ADS SE, Huawei's vision-only solution, is installed on models like Deepal L07 (MSRP: RMB151,900-173,900), and Deepal S07 (MSRP: RMB149,900-207,900). ADS SE has lower cost than ADS 3.0, and it spreads to models priced below RMB200,000.
In addition to local manufacturers, overseas manufacturers have also joined the melee in the high-level intelligent driving market, and have launched vision-only solutions to dabble in vehicles priced below RMB200,000.
In October 2024, Continental Xinzhijia (a joint venture between Continental and Horizon Robotics) announced the vision solution "Astra" for the Chinese market. This solution uses the 11V1R solution (compared to the mass-produced mid-level intelligent driving solutions on market, it adds side-view cameras). Based on the Horizon J6 E computing platform (80 TOPS), it can enable L2+ and driving-parking integration in all scenarios, and support lightweight urban NOA (mainly including intersections with traffic lights, left and right turns, etc.), highway NOA, HPA and APA.
Continental Xinzhijia's L2+ solution is oriented to the mid-end market of high-level intelligent driving. With the cost of about RMB6,000, it targets models priced at RMB100,000-200,000.
Table of Contents
1 Overview of Automotive Vision Industry
1.1 Introduction to ADAS
1.2 Classification of ADAS Functions
1.3 Main Application Scenarios of Automotive Cameras in ADAS
1.4 Classification of Automotive Cameras
1.5 Working Principle and Structure of Automotive Cameras
1.6 Automotive Camera Industry Chain
1.7 Corporate Layout in Automotive Camera Industry Chain
1.8 Number of Cameras Necessary for Autonomous Driving at All Levels and Sensor Structure Solutions of Main Models for Sale in the Market
1.9 Sensor configuration of ADAS Solutions of Some OEMs
2 Automotive Vision Market
2.1 Overview
2.1.1 Camera Installations and YoY Growth
2.1.2 Camera Installations in New Models of Joint Venture Brands - Overall
2.1.3 Camera Installations in New Models of Independent Brands, Jan-Sept 2023 - Overall
2.2 Front View System
2.2.1 Front View Camera Installations (by Price/Brand/Model)
2.2.2 Installations and Penetration Rate of HD Front View Cameras
2.2.3 Proportion of HD Front View Cameras and 8MP Front View Camera Installation
2.2.4 Camera Installations in New Models of Joint Venture Brands - Front View
2.2.5 Camera Installations in New Models of Independent Brands - Front View
2.3 Side View ADS
2.3.1 Installations of Side View ADS Cameras (Price/Brand/Model)
2.3.2 Installations and Penetration Rate of HD Side View ADS Cameras
2.3.3 Proportion of HD Side View ADS Cameras and 2/8MP Side View Camera Installation
2.3.4 Camera Installations in New Models - Side View ADS
2.4 Rear View ADS
2.4.1 Installations of Rear View ADS Cameras (Price/Brand/Model)
2.4.2 Installations and Penetration Rate of HD Rear View ADS Cameras
2.4.3 Proportion of HD Rear View ADS Cameras and 2/8MP Side View Camera Installation
2.4.4 Camera Installations in New Models - Rear View ADS
2.5 Surround View System
2.5.1 Surround View ADS Camera Installations (Price/Brand/Model)
2.5.2 Camera Installations in New Models of Joint Venture Brands - Surround View ADS
2.5.3 Camera Installations in New Models of Independent Brands - Surround View ADS
2.6 Rear View System
2.6.1 Rear View Camera Installations (Price/Brand/Model)
2.6.2 Camera Installations in New Models of Joint Venture Brands - Rear View
2.6.3 Camera Installations in New Models of Independent Brands - Rear View
2.7 Streaming Media System
2.7.1 Installations of Streaming Media Cameras (Price/Brand/Model)
2.7.2 Camera Installations in New Models - Streaming Media Cameras
2.8 In-cabin System
2.8.1 Installations of In-cabin Cameras (Price/Brand/Model)
2.8.2 Camera Installations in New Models of Joint Venture Brands - In-Cabin Cameras
2.8.3 Camera Installations in New Models of Independent Brands - In-Cabin Cameras
2.9 Driving Recorders
2.9.1 Installations of Driving Recorder Cameras (Price/Brand/Model)
2.9.2 Camera Installations in New Models of Joint Venture Brands - Driving Recorders
2.9.3 Camera Installations in New Models of Independent Brands - Driving Recorders
3 Chinese Vision Companies
3.1 MINIEYE
3.1.1 Profile
3.1.2 Technical Capabilities and Solutions
3.1.3 Platformization and Software & Hardware Integration Capabilities
