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주요 모델의 해외 콕핏 구성 및 공급망(2025년)
Research Report on Overseas Cockpit Configuration and Supply Chain of Key Models, 2025
상품코드 : 1704033
리서치사 : ResearchInChina
발행일 : 2025년 04월
페이지 정보 : 영문 500 Pages
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한글목차

1. 관세는 단기적으로 자동차 수출에 큰 영향을 미치지만, 장기적인 성공에 대해서는 여전히 낙관적입니다.

중국승용차협회(CPCA)의 데이터에 따르면 중국의 자동차 수출량은 2020년 108만 대에서 2024년 641만 대로 확대되었고, 2021년-2024년 전년 대비 성장률은 각각 103%, 55%, 57%, 23%, 2024년 전년 대비 수출 성장률이 크게 둔화되었습니다. CPCA의 Cui Dongshu 사무총장은 2025년 초 인터뷰에서 2025년 자동차 수출이 10% 증가할 것이라고 예측했습니다.

2025년 4월, 중국의 주요 OEM 업체들이 잇달아 1분기 매출 데이터를 발표했습니다.

Chery Group의 1분기 해외 수출 판매량은 25만 5,000대로 전년 동기 대비 4% 증가하여 전체 매출의 45.1%를 차지했습니다.

SAIC 그룹의 1분기 해외 수출 판매량은 21만 9,000대로 전년 동기 대비 3.3% 감소했으며, 전체 매출의 23.2%를 차지했습니다.

BYD의 1분기 해외 수출 판매량은 21만 3,000대로 전년 동기 대비 110.7% 증가해 전체 매출의 21.6%를 차지했습니다.

Changan Automobile의 1분기 총 판매량의 22.6%에 해당하는 15만 9,000대가 해외 시장에서 판매되었으며, 수출량은 전년 동기 대비 46.5% 증가했습니다.

Great Wall Motor의 1분기 해외 수출 판매량은 9만 1,000대로 전체 매출의 35.4%를 차지하며 전년 동기 대비 10.4% 증가했습니다.

Geely의 1분기 수출량과 해외 판매량은 9만대로 전년 동기 대비 2% 증가하여 총 판매량의 12.8%를 차지했습니다.

2023년 9월, 유럽위원회는 중국의 전기자동차에 대한 반보조금 조사를 발표하였고, 2024년 6월 12일, 유럽위원회는 중국과의 합의가 이루어지지 않을 경우 7월 4일 이후 중국산 배터리 전기자동차(BEV) 수입에 대해 잠정적인 상계관세를 부과할 것임을 발표하였습니다. 발표하였습니다. 그러나 10월 29일 저녁에 '앞당겨' 업로드 되었습니다. 이는 유럽연합 집행위원회가 중국산 배터리 전기자동차(BEV) 수입에 대해 10월 30일 오전 0시(현지 시간)부터 5년간 확정적인 상계관세를 부과할 것임을 의미합니다.

4개월이 넘는 협상 끝에 중국과 유럽의 여러 관계자들이 총력을 기울였음에도 불구하고 유럽위원회가 최종적으로 제시한 양보는 매우 제한적이었으며, 오직 테슬라만이 로비 활동을 통해 별도로 계산된 세율에 따라 추가 관세를 지불할 수 있었습니다. 자동차 관세는 당초 20.8%에서 9%로 인하되었고, 최종적으로 7.8%까지 추가 인하되었습니다.

2024년 6월 잠정 상계관세 발표 이후 중국 OEM의 EU 시장(EU27개국, 영국, 러시아 등 비EU 국가 제외)에서의 매출은 크게 감소했습니다. 그러나 10월 말 확정 상계관세 도입 이후부터 2025년 2월까지 매출이 급격히 회복되어 중국 OEM의 EU 시장 점유율은 2024년 1월 3.7%, 2024년 2월 4.1%에서 2025년 1월 4.8%, 2025년 2월 5.2%로 상승했습니다.

2025년 4월, 도널드 트럼프 대통령은 미국으로 수출되는 모든 자동차에 25%의 관세를 부과하겠다고 발표하여 세계 자동차 산업에 충격을 주었습니다. S&P Global Mobility에 따르면, 2024년 미국 소형차 판매량은 1,603만 대에 달할 것으로 예상되며, 그 중 미국 내 생산은 870만 대(54%), 수입은 733만 대(46%)를 차지할 것으로 예상됩니다.(46%)입니다. 대미 자동차 수출 1위는 멕시코로 2024년 296만 대의 완성차가 출하되었습니다(2024년 중국은 멕시코에 44만 5,000대를 수출했으며, 그 중 일부는 USMCA(United States-Mexico-Canada Agreement)에 따라 미국으로 재수출되었습니다). 재수출되었습니다). 한국은 미국에 약 154만 대를 수출해 2위, 일본 138만 대, 캐나다 107만 대에 이어 2024년 중국은 테슬라 자동차를 포함해 11만 6,000대를 미국에 직접 수출했습니다.

본 보고서에서는 중국의 자동차 수출에 대해 조사 분석하여 아시아, 유럽, 라틴아메리카 시장 수요와 특징, 해외 시장에서의 국내외 브랜드 인기 모델의 조종석 구성 등의 정보를 제공합니다.

목차

제1장 중국의 자동차 수출 현황

제2장 해외 주요 자동차 시장

제3장 중국 OEM의 해외 겨냥 콕핏 구성

제4장 해외 OEM 콕핏 구성

제5장 해외 시장의 지능형 콕핏 공급업체

LSH
영문 목차

영문목차

Overseas Cockpit Research: Tariffs stir up the global automotive market, and intelligent cockpits promote automobile exports

ResearchInChina has released the Research Report on Overseas Cockpit Configuration and Supply Chain of Key Models, 2025.

The report summarizes and analyzes the status quo of China's automobile exports and forecasts trends

It sorts out the demand and characteristics of key overseas markets such as Asia, Europe and Latin America

It analyzes the cockpit configuration of best-selling models of Chinese brands such as Geely, SAIC, BYD, Great Wall, Chery, and Xpeng in key overseas markets.

It expounds the cockpit configuration of popular models of international brands such as Toyota, Volkswagen, Ford, BMW, Audi, and Tesla in main overseas markets.

It summarizes the overseas solutions, businesses and strategies of Chinese automotive cockpit suppliers

It sums up the cockpit solutions of international automotive cockpit suppliers and their cooperation with Chinese OEMs in the global market

1. In the short term, tariffs have a significant impact on automobile exports, but we remain optimistic about the long-term prosperity

According to data from the China Passenger Car Association (CPCA), China's automobile exports swelled from 1.08 million units in 2020 to 6.41 million units in 2024. From 2021 to 2024, the annual year-on-year growth rate hit 103%, 55%, 57% and 23% respectively. In 2024, the year-on-year growth rate of exports slowed down significantly. Cui Dongshu, secretary-general of the CPCA, predicted in an interview in early 2025 that automobile exports will increase by 10% in 2025.

In April 2025, major Chinese OEMs successively released first-quarter sales data:

In the first quarter, Chery Group exported and sold 255,000 vehicles to overseas markets, rising by 4% year-on-year and accounting for 45.1% of the total sales volume.

SAIC Group exported and sold 219,000 vehicles to overseas markets in the first quarter, falling by 3.3% year-on-year and accounting for 23.2% of the total sales volume.

BYD's export volume and overseas sales volume reached 213,000 vehicles in the first quarter, swelling by by 110.7% year-on-year and accounting for 21.6% of the total sales volume.

22.6% or 159,000 vehicles of Changan Automobile's total sales volume in the first quarter came from overseas markets, with the export volume increasing by 46.5% year-on-year.

In the first quarter, Great Wall Motor exported and sold 91,000 vehicles, equivalent to 35.4% of the total sales volume, to overseas markets, jumping by 10.4% year-on-year.

Geely's export volume and overseas sales volume amounted to 90,000 vehicles in the first quarter, edging up by 2% year-on-year and making up 12.8% of the total sales volume.

In September 2023, the European Commission announced an anti-subsidy investigation on Chinese electric vehicles. On June 12, 2024, the European Commission issued an announcement stating that if no solution could be reached with China, it would impose provisional countervailing duties on imports of battery electric vehicles (BEVs) from China since July 4. The final ruling was originally scheduled to be uploaded to the Official Journal of the European Union on October 30 and take effect the next day. However, it was uploaded "in advance" in the evening of October 29. This means that the European Commission would impose definitive countervailing duties on imports of battery electric vehicles (BEVs) from China for a period of five years, starting from 00:00 on October 30 (local time).

After more than four months of negotiations, even with the combined efforts of multiple parties in China and Europe, the concessions finally made by the European Commission were still very limited. Only Tesla was able to pay additional tariffs according to a separately calculated tax rate through lobbying. The tariff on the cars exported by Tesla (Shanghai) to Europe was reduced from the original 20.8% to 9%, and finally further down to 7.8%.

After the announcement of provisional countervailing duties in June 2024, the sales volume of Chinese OEMs in the EU market (27 EU member states, excluding other non-EU countries in Europe such as the UK and Russia) declined significantly. However, from the introduction of definitive countervailing duties at the end of October to February 2025, the sales volume rebounded dramatically, and the market share of Chinese OEMs in the EU increased from 3.7% in January 2024 and 4.1% in February 2024 to 4.8% in January 2025 and 5.2% in February 2025.

In April 2025, President Donald Trump announced 25% tariffs on all cars exported to the United States, shocking the global automotive industry. Some OEMs have decided to suspend the delivery of new cars to US dealers to cope with the soaring costs caused by tariffs. According to S&P Global Mobility, US light vehicle sales reached 16.03 million units in 2024, including 8.7 million (54%) produced in the US and 7.33 million (46%) imported. Mexico was the leading exporter of automobiles to the US, with 2.96 million finished vehicles shipped in 2024 (in 2024, China exported 445,000 vehicles to Mexico, some of which were re-exported to the US under the United States-Mexico-Canada Agreement (USMCA). South Korea ranked second by exporting about 1.54 million vehicles to the US, followed by Japan with 1.38 million vehicles and Canada with 1.07 million vehicles. In 2024, China directly exported 116,000 vehicles to the US, including Tesla's cars sold back to the country.

In May 2024, the US announced that the total tariff on Chinese electric vehicles would rise to 102.5% from 27.5%. Therefore, the countervailing duties will impact little on Chinese vehicles exported to the US.

Even though the US "reciprocal tariffs" may trigger other countries to impose additional tariffs, which may further increase uncertainty in the global market, we remain optimistic about the long-term prosperity of China's automobile exports in the future.

2. Intelligent cockpit configuration and overseas market differentiation strategy are the key to the constant growth of China's automobile exports

The global automotive market shows significant regional differences due to factors such as economic level, policy orientation, consumer culture and industrial foundation. Chinese OEMs have transformed their exports from the past extensive mode to the intensive mode, and have built a full automotive industry chain overseas, including innovation and R&D centers, production bases, marketing centers, supply chain centers, financial companies and self-built logistics systems. For example, SAIC Group has three innovation and R&D centers, multiple vehicle manufacturing bases, more than 100 parts production and R&D bases and over 2,800 marketing and service outlets overseas. Geely boasts more than 500 sales and service outlets in 70 countries around the world, adopting parallel strategies of self-built networks and dealer networks, and making full use of Volvo's production capacity and service network in European factories.

Chinese OEMs are pushing smart cockpits to global car users with their technological innovation and cost advantages. The global market has rigid demand for smart cockpits. Chinese OEMs have gradually improved their brand awareness in overseas markets through global cooperation, localization strategies and digital marketing.

3. The competition in intelligent cockpits is fierce, and export models begin to pack AI cockpit applications.

From CES 2025, it's evident that automotive technology is booming, and AI leads the new trend. Intelligent cockpits have become a natural carrier of black automotive technologies and AI, drawing much attention. In comparison to previous years, electrification and charging systems become less hot, while Intelligent cockpits, vehicle displays/HUDs, and occupant monitoring systems (OMS) gain greater popularity.

Globally, international OEMs are also accelerating the adoption of intelligent cockpits. Even for traditional models in non-European and non-American markets, cockpit intelligence is advancing.

The push for intelligent cockpits isn't limited to new energy vehicles, and traditional fuel-powered vehicle companies are also following up. In March 2025, at its Intelligent Strategy Conference themed with "Smart Integration of Fuel and Electric, Global Journey Together", Chery announced that starting in 2025, all models across its brands, covering fuel, hybrid, range-extended, and all-electric power types, will be promoted simultaneously in global markets, achieving "four equalities": global equality, oil-electric equality, scenario equality, and urban-rural equality.

AI has already been implemented in Chinese OEMs' export models. However, as governments worldwide tighten AI regulation, the use of AI in export vehicles must comply with local regulations and policies. Amid rising trade protectionism in Europe and the US, Chinese OEMs expanding overseas need to more meticulously study the regulations and policies of target markets and ensure compliance while competing in these regions.

Table of Contents

1 Status Quo of Chinese Automobile Export

2 Major Overseas Automobile Markets

3 Overseas Cockpit Configurations of Chinese OEMs

4 Overseas Cockpit Configurations of International OEMs

5 Intelligent Cockpit Suppliers in Overseas Markets

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