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중국의 지능형 차량용 콕핏-드라이빙 통합(콕핏-드라이빙-파킹) 산업(2024-2025년)
Intelligent Vehicle Cockpit-driving Integration (Cockpit-driving-parking) Industry Report, 2024-2025
상품코드 : 1628698
리서치사 : ResearchInChina
발행일 : 2025년 01월
페이지 정보 : 영문 411 Pages
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한글목차

콕핏 드라이빙 통합이 기세를 늘리고 싱글 칩 솔루션이 등장

1. 드라이빙·파킹 통합 도메인 컨트롤러의 탑재수는 전년대비 61.9% 증가로 급증해, 전체의 보급율은 10%를 넘었습니다.

현재의 전반적인 EEA 집중화 동향과 OEM의 비용 절감 요구 가운데 드라이빙 파킹 통합, 콕핏 주차 통합, 콕핏 드라이빙 통합(콕핏 드라이빙 주차) 도메인 컨트롤러가 등장했습니다. 콕핏 주차 통합과 콕핏 운전 통합에 비해 드라이빙 파킹 통합은 일찍부터 개발되었으며 상대적으로 성숙합니다. 드라이빙-파킹 통합은 2021년에 적용이 개시되어 2022년에 양산이 개시되었습니다. 2024년 1-3분기에는 드라이빙·파킹 통합 도메인 컨트롤러를 탑재한 차량이 165만 1,000대 가까이 판매되어 전년 동기 대비 61.9%의 급증이 되었습니다.

2024년 1-3분기 파킹 통합 도메인 컨트롤러의 보급률은 10.7%로 전년 동기부터 3.8포인트, 2023년 대비 3.6포인트 상승했습니다.

2024년 1-3분기에 드라이빙 파킹 통합 도메인 컨트롤러는 배터리 전기자동차와 연장형 승용차에 많이 탑재되어 합계로 95.1%의 점유율을 차지했습니다. 배터리 전기자동차 탑재율은 Tesla를 중심으로 23.2%로, 연장형 승용차 탑재율은 77.3%로 높고, Li Auto와 Harmony Intelligent Mobility Alliance(HIMA)가 견인하고 있습니다.

드라이빙 파킹 통합 도메인 컨트롤러 공급업체: Desay SV가 크게 주도하고 있으며, 단독으로 시장의 30% 이상을 차지하고 있습니다.

현재 일부 OEM은 자사에서 드라이빙 파킹 통합 도메인 컨트롤러를 설계하고, 예를 들어 Tesla(Quanta/Pegatron)나 NIO(Flex)와 같은 제3자 공급업체에 생산을 위탁하고 있습니다. Great Wall Motor(Haomo.ai)와 BYD(BYD Research Institute)와 같은 일부 강력한 OEM은 컨트롤러를 자체 개발하고 자체 생산하며 Li Auto, HIMA, Zeekr, Xiaomi, I Motors, Xpeng 등 제 3 자 공급업체와 협력을 선택합니다.

드라이빙 파킹 통합 도메인 컨트롤러 공급업체에서 Desay SV는 단독으로 30% 시장 점유율을 차지하며 안전한 리드를 유지하고 있습니다. 또한 Li Auto, Xiaomi, Zeekr, Xpeng와 제휴를 맺고 있습니다. 이 회사의 베스트셀러 제품에는 IPU03(Horizon J5/NVIDIA Xavier)과 IPU04(NVIDIA Orin X)가 있습니다.

드라이빙 파킹 통합 도메인 컨트롤러의 단일 칩 솔루션 점유율은 41%에 달했습니다.

드라이빙 파킹 통합 도메인 컨트롤러는 일반적으로 멀티 칩 솔루션을 채택하고 있지만, 싱글 칩 솔루션은 이미 유리한 시장 점유율(41%)을 차지하고 있으며 비용 절감과 효율 향상의 전반적인 동향 중 그래서 곧 시장에서 우세해질 것으로 예측됩니다.

드라이빙 파킹 통합 칩 솔루션

2024년 1-3분기에는 승용차용 드라이빙 파킹 통합 도메인 컨트롤러가 총 268만 칩을 사용했습니다. Ascend 610은 모두 100TOPS 초과, 7nm 공정을 자랑합니다.

이 보고서는 중국 자동차 산업에 대해 조사했으며, 콕핏 드라이빙 파킹 통합의 장단점, 구현 방식, 비즈니스 모델, 사용되는 칩, 시장 용도 및 분포, OEM 계획 및 레이아웃, 경쟁 구도, 공급업체 등의 정보와 시장 규모의 분석과 예측을 제공합니다.

목차

제1장 콕핏 운전 통합 및 EEA 개요

제2장 드라이빙 파킹 통합의 개요

제3장 드라이빙·파킹 통합의 용도

제4장 드라이빙 파킹 통합공급자

제5장 콕핏 주차 통합 개요

제6장 콕핏 및 주차 통합의 용도

제7장 콕핏 주차 통합 공급업체

제8장 콕핏 운전 통합 개요

제9장 콕핏 드라이빙 통합의 용도

제10장 콕핏 운전 통합 공급업체

JHS
영문 목차

영문목차

Cockpit-driving integration is gaining momentum, and single-chip solutions are on the horizon

The Intelligent Vehicle Cockpit-driving Integration (Cockpit-driving-parking) Industry Report, 2024-2025 released by ResearchInChina combs through and summarizes the advantages and disadvantages of driving-parking integration, cockpit-parking integration and cockpit-driving integration (cockpit-driving-parking), their implementation modes, business models, used chips, market application and distribution, OEMs' planning and layout, competitive landscape, and suppliers, and analyzes and predicts the market size of cockpit-driving integration (cockpit-driving-parking).

1. The installations of driving-parking integration domain controllers soared by 61.9% year on year, and the overall penetration rate exceeded 10%.

In the current general trend towards EEA centralization and OEMs' cost reduction needs, driving-parking integration, cockpit-parking integration and cockpit-driving integration (cockpit-driving-parking) domain controllers have come into being. Compared with cockpit-parking integration and cockpit-driving integration, driving-parking integration is implemented earlier and develops relatively maturely. Driving-parking integration began to be applied in 2021, and went into mass production in 2022. In the first three quarters of 2024, nearly 1.651 million vehicles installed with driving-parking integration domain controllers were sold, a like-on-like spike of 61.9%.

In the first three quarters of 2024, the penetration rate of driving-parking integration domain controllers was 10.7%, up 3.8 percentage points from the prior-year period and 3.6 percentage points versus 2023.

In the first three quarters of 2024, driving-parking integration domain controllers were largely installed on battery electric and extended-range passenger cars, which took a combined 95.1% share. Wherein, the installation rate in battery electric cars was 23.2%, mainly Tesla; the installation rate in the extended-range cars was as high as 77.3%, led by Li Auto and Harmony Intelligent Mobility Alliance (HIMA).

Driving-parking integration domain controller suppliers: Desay SV is far ahead, alone commanding over 30% of the market.

At present, some OEMs design driving-parking integration domain controllers by themselves, and outsource production to third-party suppliers, for example, Tesla (Quanta/Pegatron) and NIO (Flex); some large strong OEMs like Great Wall Motor (Haomo.ai) and BYD (BYD Research Institute) self-develop and self-produce the controllers; Li Auto, HIMA, Zeekr, Xiaomi, IM Motors, and Xpeng among others choose to cooperate with third-party suppliers.

Among the driving-parking integration domain controller suppliers, Desay SV holds a safe lead, alone taking a 30% share in the market. It has formed partnerships with Li Auto, Xiaomi, Zeekr, and Xpeng. Its best-selling products include IPU03 (Horizon J5/NVIDIA Xavier) and IPU04 (NVIDIA Orin X).

The share of single-chip solutions for driving-parking integration domain controllers reached 41%.

Driving-parking integration domain controllers generally adopt multi-chip solutions, but single-chip solutions have already taken a favorable market share (41%), and are expected to prevail in the market soon in the general trend for reducing costs and improving efficiency.

Driving-parking Integration Chip Solution

In the first three quarters of 2024, driving-parking integration domain controllers for passenger cars used a total of 2.68 million chips. Only Tesla (self-use), NVIDIA, and Huawei HiSilicon (mainly for HIMA) together sweep 76% of the market, showing a high market concentration. As concerns chip compute and process, the mainstream chips Tesla's second-generation FSD, Nvidia Orin-X, and Huawei HiSilicon Ascend 610 all boast higher than 100 TOPS and 7nm process.

2. 2024 is the first year for mass production of cockpit-parking integration.

Cockpit-parking integration solutions lower costs and improve efficiency mainly by saving a parking chip and exploiting the compute redundancy of the cockpit chip. For mainly processing image display and audio functions, the cockpit chip has relatively high GPU compute, but limited NPU compute. It is more suitable for integrating basic parking functions and targets vehicle models priced below RMB200,000. The two cockpit-parking integration models launched in August 2024 are both priced within RMB150,000:

The full range of Geely Galaxy E5, launched in early August, uses ECARX's cockpit domain controllers with 1 SiEngine Longying No.1 chip. Only the top-end starship edition adopts a cockpit-parking integration solution, with the manufacturer's suggested retail price (MSRP) of RMB145,800.

Xpeng MONA M03, launched in late August, uses Desay SV's cockpit domain control hardware and AutoAI's software, and packs Qualcomm Snapdragon 8155P. This model has three editions: Long-range Edition with MSRP of RMB119,800, Ultra-long-range Edition with MSRP of RMB129,800, and Ultra-long-range MAX Edition with MSRP of RMB155,800.

Among them the long-range and the ultra-long-range editions adopt a cockpit-parking integration solution, and the driving chip is Mobileye EyeQ4H. The Ultra-long-range MAX Edition with a price of higher than RMB150,000 adopts a driving-parking integration solution, and the driving chip is 2*NVIDIA Orin-X.

It is reported that the above two models have been available on market for only more than three months, but the cumulative delivery has been about 80,000 units, successfully bringing cockpit-parking integration into the mass production stage. In addition, quite a few OEMs such as Dongfeng Forthing, FAW Hongqi, GAC, NIO, Changan, BAIC Arcfox and Neta have already planned to use cockpit-parking integration, and the related suppliers have also introduced multiple cockpit-parking integration domain controllers, including ECARX Antora 1000/Antora 1000 Pro, Desay SV's Gen4 Series, Yuanfeng Technology's Cockpit-parking Integration Controller 1.0/2.0, AutoLink AL-N1/AL-C2, and Foryou Cockpit Platform 3.0.

3. Cockpit-driving integration develops better than expected, skyrocketing by 1071.9% year on year.

As an advanced form of cross-domain integration, cockpit-driving integration is the focus of the layout by players. It was put into use in 2023, ahead of cockpit-parking integration. In April 2023, Voyah Passion, the first model packing a cockpit-driving integration domain controller, was rolled off on market. In just one and a half years, models that actually apply cockpit-driving integration function have numbered up to 17.

In the first three quarters of 2024, cockpit-driving integration domain controllers were installed in 246,600 cars, soaring by 1071.9% on a like-on-like basis. Of course, cockpit-driving integration products are in the introduction stage, and the installation in 246,600 cars suffices to show that cockpit-driving integration has officially entered the mass production and application stage.

In the first three quarters of 2024, the penetration rate of cockpit-driving integration domain controllers was only 1.6%. Yet seen from the application layout of cockpit-driving integration by many OEMs, suppliers, and chip companies, most of them plan volume production and application of it in 2025. We hence speculate that 2025-2027 will be a boom period for cockpit-driving integration, and its penetration rate is expected to reach between 15% and 25% in 2027.

There is a huge market space for cockpit-driving integration suppliers in the future.

From the supplier side, in current stage cockpit-driving integration domain controllers are primarily developed and designed by OEMs, and produced by third parties. Voyah, a subsidiary of the traditional OEM Dongfeng, however adopts the cooperative product of the third-party suppliers Neusoft Reach and Megatronix. Geely, Changan, BAIC and GAC, which plan to set foot in the market in 2025, have established relations with different suppliers on R&D of cockpit-driving integration. There is still huge market space left for suppliers in the future.

Desay SV signed cooperation agreements with GAC Hyper and Chery in April and October 2024, respectively, on cockpit-driving integration domain controllers. In October, it also brought related products to Geely to exchange and share technological innovation and application.

Single-chip solutions for cockpit-driving integration are expected to land in 2025.

Among the current cockpit-driving integration models, except for the low-end edition (within RMB200,000) of Leapmotor C Series, all other models have adopted a multi-chip solution, with a typical configuration of mainstream intelligent cockpit chip (Qualcomm 8155/8295) + mainstream intelligent driving chip (Nvidia Orin-X). Regarding single-chip solutions, multiple OEMs and suppliers prefer Nvidia Thor and Qualcomm Ride Flex SA8775P chips, both of which are scheduled to come into mass production in 2025.

Table of Contents

1 Overview of Cockpit-driving Integration and EEA

2 Overview of Driving-parking Integration

3 Application of Driving-parking Integration

4 Driving-parking Integration Suppliers

5 Overview of Cockpit-parking Integration

6 Application of Cockpit-parking Integration

7 Cockpit-parking Integration Suppliers

8 Overview of Cockpit-driving Integration

9 Application of Cockpit-driving Integration

10 Cockpit-driving Integration Suppliers

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