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중국의 승용차용 HUD 산업(2025년)
China Passenger Car HUD Industry Report, 2025
상품코드 : 1777121
리서치사 : ResearchInChina
발행일 : 2025년 07월
페이지 정보 : 영문 600 Pages
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한글목차

1. HUD 탑재대수 크게 증가, 2025년 탑재대수 500만대 육박

2024년 HUD 탑재량은 355만 대에 달하고, 전년 대비 63.0% 증가, 탑재율은 15.5%로 전년 대비 5.2% 확대되었습니다. 2025년 1월-4월 HUD 탑재 대수는 110만 대에 육박하며 전년 동기 대비 27.6% 증가했습니다.

HUD 제품 유형으로는 C-HUD가 사전 설치 시장에서 점차 철수하고 AR-HUD의 점유율이 지속적으로 증가하고 있습니다. 2024년 AR-HUD 비율은 26.0%로 전년 대비 15.4% 증가했습니다.

특히 AR-HUD의 경우 2024년 90만 대를 돌파하며 전년 대비 300.7%의 큰 폭의 성장세를 보이고 있습니다. 2025년 1월-4월 AR-HUD는 25만 대에 육박하고 있으며, 2025년까지 연간 100만 대를 돌파할 것으로 예측됩니다.

2025년 1월부터 4월까지 AR-HUD가 탑재된 가격대 중 15만-20만 위안의 가격대가 25%를 넘어 가장 높은 비중을 차지합니다. 이 범위에는 Deepal S07, Deepal L07, Zeekr X 등 AR-HUD 탑재율 100%의 모델이 있습니다.

2025년 1월-4월 AR-HUD 탑재 브랜드 순위에서는 Deepal이 5만 6,000대로 1위를 차지했으며, 점유율은 22.8%로 이 브랜드는 AR-HUD 탑재율 100%의 모델이 많습니다.

2. XPeng과 화웨이가 손을 잡고 새로운 AR-HUD 경험을 창조, AR 합성 엔진의 알고리즘이 열쇠를 쥐고 있다.

2025년 6월, XPeng과 화웨이는 공동으로 'ZhuiGuang Panoramic Head-Up Display'를 발표했습니다. 이 제품은 화웨이가 자체 개발한 자동차 등급 이미징 모듈과 AR 합성 엔진을 채택하고, XPeng은 전체 시나리오의 AR-HUD 용도, HMI(Human-Machine Interface 모듈) 레이아웃, 차량 데이터 제공을 담당했습니다.

3. 샤오미 YU7 양산, P-HUD 최초 탑재

2025년 6월, 샤오미 YU7이 출시되어 중국 최초의 P-HUD(샤오미의 명칭은 Skyline Screen)를 탑재한 양산형 모델입니다. 이 제품은 TCL CSOT와 ADAYO가 공동 개발한 제품으로, TCL CSOT는 11.98인치 미니 LED 스크린 3개를 제공하고 ADAYO는 P-HUD 이미징 기술을 지원합니다.

P-HUD는 BMW의 콘셉트 모델에 처음 탑재되었으며, BMW는 이를 'Panoramic HUD'라고 부르고 있습니다. 2025년 CES 전시에서는 BMW의 차세대 지능형 콕핏 시스템인 '파노라믹 iDrive'에도 P-HUD 제품이 탑재되며, 2026년 BMW 모델에 양산될 예정입니다.

위의 TCL CSOT와 ADAYO 외에도 공급업체 측에서는 Continental Group, BOE, New Vision, E-Lead Electronics, Harman, Valeo, Hyundai Mobis 등 많은 업체들이 유사한 솔루션을 발표했습니다.

중국의 승용차용 HUD 산업에 대해 조사분석했으며, HUD의 탑재 수, 각 제조업체 HUD 제품의 비교 분석, 향후 기술 동향, 시장 규모 예측 등의 정보를 제공하고 있습니다.

목차

제1장 HUD 산업의 개요

제2장 HUD 산업의 개발 동향

제3장 HUD 용도

제4장 AR-HUD 용도 : OEM별

제5장 HUD 공급업체

제6장 HUD 산업 체인

1. PGU 모듈 공급업체

2. 칩 벤더

3. 광원 공급업체

4. 광학 렌즈

5. 광도파로 기술

6. 프론트 윈드실드

7. 웨지 필름

KSA
영문 목차

영문목차

ResearchInChina released the "China Passenger Car HUD Industry Report, 2025", which sorts out the HUD installation situation, the dynamics of upstream, midstream and downstream manufacturers in the HUD industry chain, compares and analyzes HUD products of various manufacturers, and finally forecasts and analyzes future technical trends and market size of the HUD industry.

1. HUD installation volume grows significantly, with the 2025 installations approaching 5 million units

In 2024, the HUD installations reached 3.55 million units, a year-on-year increase of 63.0%, and the installation rate reached 15.5%, a year-on-year expansion of 5.2 percentage points. From January to April 2025, the HUD installations were close to 1.1 million units, a year-on-year increase of 27.6%.

From the perspective of HUD product types, C-HUD has gradually withdrawn from the pre-installation market, and the market share of AR-HUD has been continuously increasing. In 2024, the proportion of AR-HUD increased to 26.0%, a year-on-year increase of 15.4 percentage points.

Specifically for the AR-HUD category, in 2024, the installations of AR-HUD exceeded 900,000 units, a substantial year-on-year increase of 300.7%; from January to April 2025, that of AR-HUD was close to 250,000 units, and it is expected that the annual installations of AR-HUD will exceed 1 million units in 2025.

From January to April 2025, in AR-HUD installation price ranges, the 150,000-200,000 yuan range had the highest proportion, exceeding 25%. In this range, there are models with 100% AR-HUD installation rate, such as Deepal S07, Deepal L07, and Zeekr X.

In the brand ranking of AR-HUD installations from January to April 2025, Deepal ranked first with 56,000 units, with a market share of 22.8%, and many models under this brand had a 100% AR-HUD installation rate.

2. XPeng and Huawei join hands to create a new AR-HUD experience, with AR composition engine algorithm being the key

In June 2025, XPeng and Huawei jointly released the "ZhuiGuang Panoramic Head-Up Display". This product adopts Huawei's self-developed automotive-grade imaging module and AR composition engine, while XPeng is responsible for the full-scenario AR-HUD application, the layout of HMI (Human-Machine Interface module) and the provision of vehicle data.

The main improvements of XPeng ZhuiGuang Panoramic Head-Up Display are as follows:

1. 87-inch larger display frame, 1800:1 picture contrast ratio and 15000 nits brightness, ensuring that the content displayed on the HUD is clearly visible in any environment.

2. The projection distance of 10m exceeds the distance of about 7.5m for the human eye's near and far scene perception switching. When the driver views the HUD information, there is no need to frequently adjust the eye focus. In addition, the distortion correction algorithm controls the distortion rate within 1%, effectively avoiding driver's eye fatigue and dizziness.

3. Applying XPeng's 3D OCC technology, the vehicle can accurately and real-time perceive the real road, including road slope, surrounding environment, etc. Combined with XPeng and Huawei's AR engine prediction algorithm, the light carpet can perfectly fit the road surface.

In addition to providing its LCoS optical machine, Huawei's another important contribution lies in its AR engine product. With the empowerment of Huawei's AR engine, XPeng ZhuiGuang Panoramic Head-Up Display can suppress more than 80% of the problem that the virtual image does not fit the real scene caused by frame vibration. In addition, it also provides slope compensation algorithm and time delay compensation algorithm.

A good AR engine can effectively reduce the discomfort caused to drivers by problems such as mismatch between AR-HUD display images and real scenes, image jitter, and image occlusion. At present, in addition to the hardware-software integration solution, there are also some hardware-software decoupling solution in domestic AR-HUD. Taking the AR composition engine as an example, a relatively mature domestic solution is Neusoft's AR For Car software product.

Neusoft AR For Car is actually a cockpit-level AR software product, with cockpit full-view AR construction capabilities. In addition to HUD, it also supports AR content presentation on displays such as instrument panels, center console, and electronic rearview mirrors. It can create AR content experiences including intelligent driving, map navigation, social entertainment, and vehicle information.

Neusoft AR For Car solution includes three tools: AR Studio designer platform, AR SDK developer platform, and AR real-scene simulation test platform. Among them:

AR Studio designer platform provides visual AR scene editing, rapid generation of AR applications, real-time preview of user experience design, etc., which can effectively improve the efficiency of AR application development and simplify the cooperation mode between designers and developers.

AR SDK developer platform realizes the hardware-software separation solution, supports cross-platform and flexible deployment, can empower vehicle manufacturers to realize self-research of AR applications, and can quickly iterate user experience.

AR real-scene simulation test platform can quickly present AR design effects and shorten the development cycle of automobile enterprises.

With the help of the above tools, OEMs can create cross-platform AR products with a unified brand tone and meet the needs of OTA rapid iteration.

3. Xiaomi YU7 is mass-produced and first equipped with P-HUD

In June 2025, Xiaomi YU7 was released, which is the first mass-produced model in China equipped with P-HUD (Xiaomi calls it: Skyline Screen). The product is jointly created by TCL CSOT and ADAYO, among which TCL CSOT provides three 11.98-inch Mini LED screens, and ADAYO provides P-HUD imaging technology support.

The main advantages of P-HUD adopted in Xiaomi YU7 compared with traditional HUD are:

1. Ultra-wide frame: 1.1m ultra-wide panoramic display, spanning the entire center console, covering the area from A-pillar to A-pillar.

2. Anti-glare effect: Xiaomi Skyline Screen projects information onto the black area under the front windshield. Combined with high resolution, brightness and contrast, its anti-glare ability is significantly higher than that of traditional HUD products.

3. Clear display: The adopted Mini LED solution can effectively improve the brightness and contrast of the product. The maximum brightness of YU7's Skyline Screen is 1200 nits, and the contrast ratio is theoretically more than 100000:1. In addition, Skyline Screen has 108 PPD (pixels per degree of vision). For comparison, the PPD of traditional central control large screens is between 70 and 90. A higher PPD parameter means a clearer display effect.

P-HUD was first equipped on BMW concept models, which BMW called "Panoramic HUD". At the 2025 CES exhibition, BMW's new generation intelligent cockpit system "Panoramic iDrive" was also equipped with P-HUD products, which is expected to be mass-produced on BMW models in 2026.

In addition to the above-mentioned TCL CSOT and ADAYO, there are many manufacturers on the supplier side that have launched similar solution, including Continental Group, BOE, New Vision, E-Lead Electronics, Harman, Valeo, Hyundai Mobis, etc.

Table of Contents

Chapter 1 Overview of HUD Industry

Chapter 2 Development Trends of HUD Industry

Chapter 3 HUD Applications

Chapter 4 AR-HUD Application by OEMs

Chapter 5 HUD Suppliers

Chapter 6 HUD Industry Chain

1. PGU Module Suppliers

2. Chip Vendors

3. Light Source Suppliers

4. Optical Lens

5. Optical Waveguide Technology

6. Front Windshield

7. Wedge Film

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