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세계의 지능형 콕핏 Tier 1 공급업체(중국 기업)
Intelligent Cockpit Tier 1 Supplier Research Report, 2025 (Chinese Companies)
상품코드 : 1797629
리서치사 : ResearchInChina
발행일 : 2025년 08월
페이지 정보 : 영문 658 Pages
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한글목차

현재의 조종석 컴퓨팅 플랫폼 제품 레이아웃에서 공급업체는 두 가지 경로를 병행하고 있습니다.

하나는 EEA가 '중앙 컴퓨팅 영역 제어' 아키텍처로 진화하고, 조종석 주행 통합 중앙 컴퓨팅 플랫폼 제품이 시장의 핫스팟이 되는 경로입니다. Neusoft Group, Desay SV, PATEO CONNECT+, AutoLink, ADAYO, BICV 등 많은 콕핏 Tier 1 공급업체들은 급성장하는 지능형 자동차 시장 수요를 충족시키기 위해 멀티 도메인 융합, 콕핏 운전 통합 등 멀티 도메인 퓨전, 콕핏 드라이빙 통합 등 컴퓨팅 플랫폼 제품 개발에 힘쓰고 있습니다.

예를 들어, Neusoft Group은 2025년 4월 OneChip 솔루션을 기반으로 조종석, 클러스터, 주행, 주차 기능을 하나의 칩으로 통합할 수 있는 조종석-주행-주차 통합 플랫폼 제품 A3를 출시하여 하드웨어 비용을 절감하고 비용을 효과적으로 절감하고 공급망을 단순화하였습니다. 또한 다중 도메인 기능의 독립적인 배포를 지원하고, 소프트웨어 반복 효율을 향상시키며, 기존 도메인 컨트롤러의 경계를 허물고, 지능형 운전 지원과 조종석 경험의 심층적인 통합을 실현합니다.

현재 A3 Entry 버전이 양산되고 있으며, 콕핏 드라이빙-주차 통합 솔루션의 양산을 선도하고 있습니다. A3 Mid 버전과 A3 Pro 버전도 올해와 내년에 계획대로 양산되어 제공될 예정입니다.

또 다른 경로는 하이엔드 콕핏 SoC 제품의 지속적인 출시와 차량에 AI 기반 모델 탑재의 필요성에 힘입어 차량에 온디바이스 AI 기반 모델 탑재를 지원하는 콕핏 도메인 컨트롤러 제품이 레이아웃의 초점이 되고 있다는 점입니다. PATEO CONNECT+, Banma Zhixing, Desay SV, ADAYO, AutoLink 등 Tier 1 콕핏 기업들은 메인스트림 칩 플랫폼에 적극적으로 대응하고, 온디바이스 AI 콕핏 도메인 컨트롤러 플랫폼 제품 개발을 추진하고 있습니다. 예를 들어, PATEO CONNECT+는 Qualcomm 8397 콕핏 플랫폼에 로컬 대규모 멀티모달 모델을 구축하여 시나리오 기반의 능동적 인사, 예를 들어, 차에 탈 때 인사, 도로 상황 알림, 추울 때 옷차림에 대한 조언 등을 할 수 있습니다. 조종석을 지능적으로 만들 수 있을 뿐만 아니라 따뜻하게 만들 수 있습니다. 또한, PATEO는 HMI 설계 사양과 결합하여 사용자의 운전 습관, 감정 상태 및 기상 조건에 따라 고유한 IVI 테마 및 인터페이스 레이아웃을 생성하여 매번 시작할 때마다 맞춤형 놀라움을 제공할 수 있는 '제너레이티브 UI' 제품을 출시할 계획입니다. 할 수 있습니다.

공급업체는 AI 에이전트 제품을 출시하고, 전체 시나리오의 지능형 조종석 생태계의 레이아웃을 촉진합니다.

자동차에 AI 기반 모델을 탑재하는 것이 급선무인 가운데, 2025년에는 AI 조종석도 공급업체들의 레이아웃의 초점이 되고 있습니다. 기본 모델이 일반적인 지능을 제공한다는 전제 하에, 각 Tier 1 기업의 차별화된 경쟁 우위는 특정 산업을 위한 역량 구축에 있습니다. AI 에이전트는 콕핏 공급업체들이 내놓는 핵심 제품이 되고 있습니다.

AI 에이전트는 AI 기반 모델의 추론 및 생성 능력을 활용하여 보다 지능적인 조종석 시나리오를 탐색합니다. 음성, 시각, 촉각 등 멀티모달 지각을 통해 사용자의 의도와 니즈를 이해하고 이에 대응하는 서비스를 능동적으로 제공함으로써 '수동적 대응'에서 '능동적 서비스'로의 도약을 실현합니다.

본 보고서는 중국의 자동차 산업을 조사 분석하여 중국의 콕핏 Tier 1 기업의 현재 레이아웃, 혁신적인 제품, 개발 동향 등의 정보를 제공합니다.

목차

제1장 지능형 콕핏 Tier 1 공급업체 사업 계획 비교

제2장 PATEO CONNECT+콕핏 사업

제3장 Neusoft Group 콕핏 사업

제4장 Desay SV 콕핏 사업

제5장 Huawei 콕핏 사업

제6장 ECARX 콕핏 사업

제7장 ThunderSoft 콕핏 사업

제8장 ADAYO 콕핏 사업

제9장 iFLYTEK 콕핏 사업

제10장 Joyson Electronics 콕핏 사업

LSH
영문 목차

영문목차

Intelligent Cockpit Tier1 Suppliers Research: Emerging AI Cockpit Products Fuel Layout of Full-Scenario Cockpit Ecosystem

This report mainly analyzes the current layout, innovative products, and development trends of over a dozen Chinese cockpit Tier1s in terms of operation, cockpit computing platforms, cockpit software system solutions, AI foundation models, human-machine interaction, cockpit displays, cockpit vision, in-vehicle communication, and connected systems, aiming to explore the innovation directions, and development and evolution paths of the intelligent cockpit market.

AI Cockpit Domain Controllers and Cockpit-Driving Integration Products Are Layout Focuses of Suppliers

Currently, suppliers walk two parallel routes in layout of cockpit computing platform products:

One route is that as EEA evolves towards the "central computing - zonal control" architecture, and cockpit-driving integration central computing platform products become a market hotspot. Many cockpit Tier1 suppliers such as Neusoft Group, Desay SV, PATEO CONNECT+, AutoLink, ADAYO and BICV work to deploy multi-domain fusion, cockpit-driving integration and other computing platform products to meet the needs of the booming intelligent vehicle market.

For example, in April 2025, Neusoft Group released A3, a cockpit-driving-parking integration platform product which is based on a OneChip solution and can integrate cockpit, cluster, driving, and parking functions with a single chip, effectively reducing hardware costs and simplifying the supply chain. It also supports independent deployment of multi-domain functions, improves software iteration efficiency, and breaks the boundaries of traditional domain controllers, achieving deep integration of intelligent driving assistance and cockpit experience.

At present, the A3 Entry version has been mass-produced and implemented, taking the lead in mass production of cockpit-driving-parking integration solutions. The A3 Mid and A3 Pro versions will also be mass-produced and delivered as planned this year and next.

The other route is that driven by the continuous launch of high-end cockpit SoC products and the need for introducing AI foundation models in vehicles, cockpit domain controller products, supporting introduction of on-device AI foundation models in vehicles, have become a layout focus. PATEO CONNECT+, Banma Zhixing, Desay SV, ADAYO, AutoLink and other cockpit Tier1s are vigorously adapting to mainstream chip platforms and promoting the development of on-device AI cockpit domain controller platform products. For example, PATEO CONNECT+ has deployed a local large multi-modal model on the Qualcomm 8397 cockpit platform, which can enable scenario-based active greetings, e.g., greeting when getting on the car, reminding road conditions, and advising to wear more clothes when it's cold, making the cockpit not only intelligent but also warm; and can also quickly understand multi-modal commands such as voice, images, and gestures locally, making responses as fast as instinct and providing better privacy protection. In addition, PATEO is planning to launch a "generative UI" product, which, combined with HMI design specifications, can generate unique IVI themes and interface layouts according to the user's driving habits, emotional state, and even weather conditions, making each activation a customized surprise.

Suppliers Launch AI Agent Products to Promote Layout of Full-Scenario Intelligent Cockpit Ecosystem.

With the urgent need for introducing AI foundation models in vehicles, in 2025, AI cockpits have also become a layout focus of suppliers. On the premise that foundation models provide general intelligence, the differentiated competitive edge of Tier1s lies in the construction of industry-specific capabilities. AI Agent has become a core product for cockpit suppliers to lay out.

AI Agent leverages the reasoning and generation capabilities of AI foundation models to explore more intelligent cockpit scenarios. It can understand users' intentions and needs through multi-modal perception, such as voice, vision, and touch, and actively provide corresponding services, achieving a leap from "passive response" to "active service".

In 2025, PATEO CONNECT+ launched a device-cloud integrated intelligent cockpit AI Agent platform, which achieves a comprehensive leap in functions relying on the in-depth linkage between the cloud and the vehicle end: the platform accurately captures cockpit voice commands, calmly handles ambiguous semantics, and supports open-domain continuous dialogue, e.g., accurate recognition and Q&A in vehicle manuals and interesting role-playing chats; it will also integrate visual interaction capabilities, supporting real-time monitoring of the driver's fatigue state, emotional fluctuations, and micro-expressions, and triggering warnings immediately when abnormalities are detected; it can also capture the driver's sight, perceive information such as objects outside the car and traffic signs within their field of vision in real-time, and respond accordingly. The platform builds a high-level human-vehicle experience with multi-modal interaction, leading the transformation of next-generation AI cockpits.

Suppliers' Global Cockpit System Solutions Continue to Innovate and Upgrade

With China's surging vehicle export, Chinese automotive supply chain enterprises have also ushered in unprecedented opportunities to go global. As a key link in the industry chain, intelligent cockpit system suppliers are vigorously laying out the global market, striving to stand out in international competition. For example, Neusoft Group released the global in-vehicle intelligent mobility solution OneCoreGo(R)6.0, Huawei released the HMS for Car MAAN4.0 for the global market, Banma Zhixing released the overseas version of its intelligent cockpit solution, and Desay SV released domestic and overseas dual versions of Blue Whale OS 8.0 system and other products to help OEMs quickly meet overseas market needs for intelligent cockpits.

Emerging AI Cockpit Interaction Products Help Cockpits Evolve from Perceptual Intelligence to Cognitive Intelligence

The in-depth integration of technologies such as AI foundation models is reconstructing the human-vehicle interaction mode. Cockpit Tier1 Supplierss race to launch new cockpit interaction products to further enhance the intelligent, active, and emotional experience of cockpit interaction, helping cockpits to quickly transition from "function stacking" to "active service".

In terms of voice systems, Huawei's MoLA HarmonyOS cockpit voice system achieves an 86.7% success rate in voice navigation and an 85% success rate in colloquial vehicle control; ThunderSoft released the voice solution Aqua Assistant based on Azure AI, which enables device-cloud hybrid wake-up, adapts to 70+ languages, and complies with global standards.

As for acoustic systems, on the basis of improving immersive and personalized technologies, great efforts are being made to create scenario-based acoustic spaces. For example, iFLYTEK builds Spark Model + in-vehicle intelligent sound field; HUAWEI SOUND creates HUAWEI SOUND spatial audio (e.g., music, film and TV, and theme spaces), and microphone-free KTV 2.0; Desay SV launches immersive acoustic system solutions; ADAYO builds ADAYO Acoustic Experience Cabin.

HUAWEI SOUND, together with ecosystem partners, brings a more immersive spatial audio experience, which can support adaptive adjustment of the best listening sound field and create an exclusive listening position. Moreover, Huawei Music's exclusive high-definition spatial audio field provides 3D immersive music experience with direction, trajectory, and angle. The exclusive spatial audio field co-created with BabyBus also offers a surround immersive listening experience in the case of children's stories.

In terms of vision system, Huawei launched MoLA joint action perception to enhance in-cabin and out-cabin perception safety. Using deeply optimized AI models and motion compensation technology, ThunderSoft's Starry Night vision algorithm MMS AI Video Denoiser can achieve high ISO noise suppression in extremely low light conditions (<1Lux) while retaining image details, and effectively eliminate ghosts in dynamic scenarios to ensure smooth and clear videos.

In addition, some Tier1s are also exploring integration of intelligent interaction into traditional hardware such as steering wheels, seat belts, and seats, enriching interaction dimensions on the basis of safety, and comprehensively improving users' interaction experience in the intelligent cockpit. For example, Joyson Electronics launched multiple steering wheel products taking into account personalization, intelligence, and safety in 2025. Among them, the percussion wheel enables 8-tone scale sound-light interaction through 8-zone inductive pads, combined with light strips and sound-generating devices, greatly enhancing the steering wheel interaction experience and driving pleasure, and meeting the needs for driving personalization and intelligence. Moreover, these steering wheel products can integrate capacitive hands-off detection functions, and cooperate with the Driver Monitoring System (DMS) to conduct full-time intelligent perception of the driver's state, ensuring driving safety.

In addition, driven by the rising installations and demand in the automotive digital key market, in recent years, cockpit Tier1s such as PATEO CONNECT+, ADAYO, Desay SV, Joyson Electronics, and Yuanfeng Technology have laid out digital key intelligent access businesses and launched new digital key products.

For example, PATEO CONNECT+'s NearLink digital key module product integrates high-precision positioning and ultra-low-latency communication technologies, enabling unconscious and precise control. It supports vehicle induction at 80 meters, welcome light activation at 8 meters, automatic unlocking at 2 meters, and automatic locking when leaving the vehicle at 5 meters, providing a smooth experience throughout. It achieves centimeter-level positioning accuracy, breaking through the bottleneck of traditional wireless keys. It still operates stably in complex electromagnetic environments, completely eliminating abnormal locking and unlocking caused by signal conflicts. With comprehensive security guarantees and multiple encryption and anti-interference designs, it builds a solid security defense line while ensuring a convenient experience.

Table of Contents

1 Comparison of Business Plans between Intelligent Cockpit Tier1 Suppliers

2 Cockpit Business of PATEO CONNECT+

3 Cockpit Business of Neusoft Group

4 Cockpit Business of Desay SV

5 Cockpit Business of Huawei

6 Cockpit Business of ECARX

7 Cockpit Business of ThunderSoft

8 Cockpit Business of ADAYO

9 Cockpit Business of iFLYTEK

10 Cockpit Business of Joyson Electronics

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