For the smart driving track, 2023 will be a crucial year. The impact of the chip shortage is gradually being alleviated, but the uncertainty of the auto market is increasing. At the same time, the cost pressure of auto companies in the popularization of intelligence is also prominent.
According to the monitoring data of Gaogong Intelligent Automobile Research Institute, in 2022, the Chinese market (excluding imports and exports) will deliver 10,012,200 passenger cars equipped with auxiliary driving (L0-L2) as standard equipment, breaking through the scale of tens of millions for the first time. The loading rate also broke through the 50% mark for the first time.
In addition, compared with 2022, the number of newly delivered NOA configuration models from January to April this year increased by about 20%, while the actual standard delivery volume reached 112,300 vehicles, a year-on-year increase of 85.31%. Last year, the NOA pre-installed standard equipment rate was only 1.06%, just breaking through the 200,000/year mark for the first time, but the year-on-year increase was close to 80%.
In addition, unlike NOA, the combination of high-speed and low-speed parking is not only an incremental market opportunity, but also a huge stock upgrade market. At the same time, "the gradual maturity of high-performance chips + domain controllers + software algorithms" will drive opportunities for the integration of the two parallel ADAS systems in the past, low-speed parking and high-speed driving.
On June 8-9, the 14th Gaogong Intelligent Vehicle Developers Conference will focus on the technology upgrade and market demand of the intelligent driving track in the core links of computing platforms, sensors, high-precision positioning, data closed-loop, and system integration in the next few years Changes, discussing industry opportunities driven by the dual factors of technology + market.
During the same period of the conference, the organizer Gaogong Intelligent Automobile Research Institute presented the annual intelligent driving core software and hardware competitiveness suppliers and product solutions awards on the spot. Among them, the TOP10 local suppliers include the core intelligent driving chip solutions for intelligent driving tracks, ADAS cameras, Millimeter wave radar, lidar, domain controller and high-precision positioning solutions.
The final award-winning companies are based on the pre-installation mass production database of Gaogong Intelligent Automobile Research Institute. The evaluation indicators include product technical feasibility and leadership, the company's pre-installation mass production competitiveness and the value of designated car companies.
