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중국의 인텔리전트 자동차용 전방 감시형 올인원 머신 산업(2025년)
Intelligent Automotive Forward- looking All-in-one Machine Industry Report, 2025
상품코드 : 1652117
리서치사 : ResearchInChina
발행일 : 2025년 02월
페이지 정보 : 영문 330 Pages
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한글목차

2024년 1-10월 전방 감시형 올인원 머신의 총 탑재수는 810만대에 이르며 보급률은 45.7%

전방 감시형 올인원 머신은 주로 전방 감시 카메라 모듈, 영상 처리 유닛(CPU/GPU/DSP), 인텔리전트 드라이빙 소프트웨어 알고리즘이 통합되어 있습니다. 또한 일반적으로 통신 장치와 같은 필수 하드웨어 구성 요소도 포함됩니다.

전방 감시형 올인원 머신은 지각과 컴퓨팅을 통합하고, 독자적인 운영 체제와 용도을 탑재하고, 지능형 운전을 위한 데이터 수집, 처리, 결정의 모든 프로세스를 독립적으로 완료할 수 있습니다. 주로 차선 유지 지원(LKA), 자동 긴급 브레이크(AEB), 적응형 크루즈 컨트롤(ACC) 등 전방 ADAS 기능을 구현하는 데 사용됩니다. 전방 감시형 올인원 머신은 전방 레이더에 액세스하여 시각과 레이더의 융합 지각을 실현하고 운전의 안전성을 향상시키고 ADAS 기능을 충실하게 할 수 있습니다.

1. 전방 감시형 올인원 머신은 경제적이고 실용적인 모델로 L2 지능형 드라이빙 시스템을 배포하는 최상의 선택입니다.

전방 감시형 올인원 머신은 비용면에서 유리

가장 긴급한 비용 절감 관점에서 전방 모니터링형 올인원 머신의 조달 비용은 카메라 모듈 도메인 컨트롤러 솔루션의 조달 비용보다 상당히 낮습니다. 현재 주류 전방 감시형 올인원 머신의 연산 능력은 거의 5TOPS 이내이며, 성숙하고 비용 효율적인 칩은 Mobileye EyeQ4H, RenesasV3H, Horizon J2·J3 등 L2 지능형 드라이빙 시스템의 요건을 충족할 수 있습니다. 총 조달 비용은 100위안 수준입니다. 반면 현재 주류 도메인 컨트롤러는 대부분 100TOPS 이상의 연산 능력을 가지고 있으며 조달 비용은 수천 위안입니다. L2 지능형 운전 시스템에 적용되는 낮은 컴퓨팅 도메인 컨트롤러조차도 비용을 1000위안 미만으로 줄이는 데 어려움을 겪고 있습니다. 또한 전방 모니터링형 올인원 머신 솔루션은 전방 모니터링 도메인 컨트롤러 솔루션에 비해 도메인 컨트롤러 소프트웨어 및 하드웨어를 별도로 개발/조달하는 비용을 절감합니다.

ADAS 기능의 신속한 배포를 위한 전방 감시형 올인원 머신

전방 감시형 올인원 머신은 컴팩트한 제품 설계가 특징이며 차량의 구조 설계를 크게 변경할 필요가 없습니다. 플러그 앤 플레이 기능을 제공함으로써 ADAS 기능을 신속하게 배포하고 대량 생산 시 전체 프로젝트의 위험을 줄일 수 있습니다. 그러나 전방 감시형 올인원 머신은 전면 유리에 장착되어 크기에 제한이 있어 여러 모듈을 통합하기가 어렵습니다. 그 결과 첨단 지능형 드라이빙 기능을 지원하기 위해 확장할 수 없으며 L2.5 이상의 기능 요구 사항을 충족하는 데 어려움을 겪고 있습니다.

2024년 1-10월의 전방 감시형 올인원 머신의 총 탑재수는 810만대를 넘어 보급률은 45.7%에 달했습니다.

2024년 1월-10월 중국 승용차의 L2 이상 지능형 드라이빙 시스템의 탑재수는 1,001만대에 이르고, 보급률은 56.4%로, 전방 감시형 올인원 머신의 탑재수의 합계는 811만 7,000대, 보급률은 45.7%였습니다.

전방 감시형 올인원 머신의 탑재수는 714만 8,000대로 L2 시장에서 95%의 높은 비율을 차지하고 있습니다만, 도메인 컨트롤러는 6.1%에 머무릅니다(전방 감시형 올인원 머신과 도메인 컨트롤러 모두 탑재하는 승용차도 약간 있기 때문에 합계는 100%를 넘습니다)

본 보고서에서는 중국의 자동차 산업에 대해 조사하여 전방 감시형 올인원 머신의 장단점, 개발 촉진요인, 비즈니스 모드, 시장 이용, 탑재수, 보급률, 공급업체 경쟁 구도 등을 분석했습니다.

목차

제1장 전방 감시형 올인원 머신과 시장 응용 개요

제2장 전방 감시형 올인원 머신경쟁 구도와 공급자

제3장 전방 감시형 올인원 머신 SoC 칩경쟁 구도와 공급자

JHS
영문 목차

영문목차

Total installation volume of forward-looking all-in-one machine in the first ten months of 2024 reached 8.1 million units, with a penetration rate of 45.7%

ResearchInChina released the "Intelligent Automotive Forward-looking All-in-one Machine Industry Report, 2025", which studies and analyzes the advantages and disadvantages, development drivers, business modes, market application & installation volume and penetration rate of forward-looking all-in-one machine (compared with forward-looking modules & domain controllers ) , distribution characteristics in different market fields (including passenger car intelligent driving levels, price ranges, power types, perception solutions, monocular and binocular configurations, pixel configurations), the top 10 OEM brands and models in terms of installation volume, supplier competition landscape and their products, and chip supplier competition landscape and their products.

The forward-looking all-in-one machine is mainly integrated with forward-looking camera modules, image processing units (CPU/GPU/DSP) and intelligent driving software algorithms. It also typically includes essential hardware components such as communication units.

The forward-looking all-in-one machine integrates perception and computing, comes with its own operating system and applications, and can independently complete the entire process of data collection, processing, and decision for intelligent driving. It is mainly used to realize forward ADAS functions such as lane keeping assist (LKA), automatic emergency braking (AEB), and adaptive cruise control (ACC). The forward-looking all-in-one machine can access to forward radar to achieve the fusion perception of vision and radar, improve driving safety, and enrich ADAS functions.

1. Forward-looking all-in-one machine is the best choice for deploying L2 intelligent driving systems in economical and practical models

Forward-looking all-in-one machine has cost advantages

From the perspective of the most urgent cost reduction, procurement cost of forward-looking all-in-one machine is significantly lower than that of camera module + domain controller solution. Currently, computing power of mainstream forward-looking all-in-one machines is mostly within 5 TOPS, and mature and cost-effective chips can meet requirements of L2 intelligent driving systems, such as Mobileye EyeQ4H, Renesas V3H, and Horizon J2 & J3. The total procurement cost is at the hundred-yuan level. In contrast, mainstream domain controllers today mostly have computing power exceeding 100 TOPS, with procurement costs in the thousands of yuan. Even low-computing domain controllers applied in L2 intelligent driving systems struggle to keep costs below a thousand yuan. Additionally, the forward-looking all-in-one machine solution reduces the cost of separately developing/procuring domain controller software and hardware compared to the forward-looking + domain controller solution.

Forward-looking all-in-one machine for rapid deployment of ADAS functions

The forward-looking all-in-one machine features a compact product design, eliminating the need for significant changes to vehicle structural design. It offers plug-and-play functionality, enabling rapid deployment of ADAS functions and reducing overall project risks during mass production. However, since the forward-looking all-in-one machine is installed on the windshield, its size is limited, making it difficult to integrate multiple modules. As a result, it cannot expand to support advanced intelligent driving functions and struggles to meet the requirements of L2.5 and above functionalities.

In the first ten months of 2024, the total installation volume of forward-looking all-in-one machine exceeded 8.1 million units, with a penetration rate of 45.7%.

From January to October 2024, the installation volume of L2 and above intelligent driving systems for China's passenger cars reached 10.01 million sets, with a penetration rate of 56.4%; the total installation volume of forward-looking all-in-one machine was 8.117 million sets, with a penetration rate of 45.7%.

Forward-looking all-in-one machine has an installation volume of 7.148 million sets, accounting for as high as 95% in the L2 market, while the domain controller accounts for only 6.1% (because a small number of passenger cars are equipped with both forward-looking all-in-one machine and domain controller, the sum of the two is greater than 100%).

Outstanding performance in the passenger car market below RMB 200,000

According to the data analysis of this report, Forward-looking all-in-one machine has a great advantage in the market of vehicles below 200,000 yuan. From January to October 2024, the sales volume of passenger cars below 200,000 yuan equipped with forward-looking all-in-one machine accounted for 41.6%, while the sales volume of domain controller accounted for only 2.8%. The proportion of passenger cars above 350,000 yuan is higher than that of domain controller, mainly because joint venture brands of fuel vehicles, such as Mercedes-Benz, Audi, Toyota, and BMW, have adopted it in large quantities.

In summary, in the future, passenger cars with L1 and below (NL+L0+L1) and priced below RMB 200,000 are the "potential market" for forward-looking all-in-one machine. These vehicles are likely to be upgraded to L2 systems under future safety regulations and driver experience requirements. This market accounts for more than one-third of the total passenger car market. From January to October 2024, the sales volume of passenger cars with L1 and below (NL+L0+L1) and priced below RMB 200,000 reached 6.662 million units, accounting for 37.5% of the total.

2. Foreign suppliers occupy the main market of forward-looking all-in-one machine, and local suppliers have made new breakthroughs in the market

According to the competitive landscape of forward-looking all-in-one machine from January to October 2024, the top 5 suppliers are all foreign-funded enterprises, accounting for a total of 69.0%; the main customers of foreign-funded suppliers are joint venture brand OEMs, such as Toyota, Volkswagen, Honda, Mercedes-Benz, BMW, Audi, etc., while BYD also has a certain amount of consumption. The main advantages of foreign-funded suppliers are early entry into the automotive market, rich and mature product lines, and stable cooperation with joint venture automakers. For example, Valeo, Bosch, and Denso are all century-old global companies in the automotive field. Their intelligent driving products cover a full range of products such as perception (camera modules, radars, ultrasonic radars, lidars), domain controller, and solutions.

Among the top 10, the four local suppliers, Jingwei Hirain, NavInfo, Freetech, and Bethel, have a combined market share of 18.7%; the main customers of local suppliers are local brand OEMs, such as BYD, Geely, Hongqi, Changan, etc. Although current market share of local suppliers is small, the potential market (L1 and below passenger cars within 200,000 yuan) is dominated by Chinese OEMs, such as BYD, Wuling, Geely, Changan, GAC, Chery, etc., which will be a good expansion opportunity for local suppliers.

In 2024, domestic suppliers of forward-looking all-in-one machines achieved significant market breakthroughs:

(1) In January 2024, Hongjing Drive's forward-looking all-in-one machine product IPM2.0 was firstly mass-produced on JAC Refine RF8, followed by Neta L in April. This product utilizes the Horizon J3 chip and features 8MP resolution and a 120° horizontal field of view for visual perception.

(2) In February 2024, iMotion used 1V solution (vision-only technology) to help a leading domestic automaker successfully pass the EU's new GSR regulations certification. The 1V solution (single smart camera) is iMotion's forward-looking all-in-one machine IFC 3.0, which can support intelligent speed assistance (ISA), automatic emergency braking (AEB), lane departure warning (LDW) and other functions.

(3) In September 2024, NavInfo secured a contract with Great Wall Motors to supply intelligent forward-looking control module products (i.e., forward-looking all-in-one machines) based on Horizon chips for some models set for mass production and launch starting in 2024Q4.

In 2024, a large number of local new and old models begin to be equipped with forward-looking all-in-one machine, and adopt products from local suppliers to create economical and practical intelligent driving assistance functions for ordinary consumers.

Table of Contents

1 Overview of Forward-looking All-in-one Machine and Its Market Application

2 Forward-looking All-in-one Machine Competition Landscape and Suppliers

3 Forward-looking All-in-one Machine SoC Chip Competition Landscape and Suppliers

(주)글로벌인포메이션 02-2025-2992 kr-info@giikorea.co.kr
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