The car cockpit, which takes the lead in making efforts to become intelligent, is entering a new round of growth cycle.
According to the monitoring data of Gaogong Intelligent Vehicle Research Institute, in 2022, 7.9505 million pre-installed standard configurations of passenger cars equipped with smart digital cockpits (large screen + voice + Internet of Vehicles + OTA) in the Chinese market (excluding imports and exports) will be delivered, a year-on-year increase of 40.59% %, and the front loading rate is 39.89%.
In terms of OEM brands, BYD, Changan, Geely, Haval, and Tesla rank among the top five in terms of delivery scale. Among the top ten brands, only Toyota's smart digital cockpit deployment rate is lower than the market average.
Among them, 2.1135 million new cars equipped with smart digital cockpits have been delivered as standard, and the standard pre-installation rate has reached 64.84%, which is about 25 percentage points higher than the overall market rate. This means that in the next three years, the number of intelligent digital cockpits will continue to rise rapidly.
In addition, in terms of high-end smart cockpits, 1.4215 million cockpit domain controllers will be delivered in 2022, and the pre-installed standard equipment rate (accounting for smart digital cockpit deliveries) will be 17.88%. Tesla, Haval, Hongqi, Geely, and Lixiang rank the top five in terms of OEM volume.
In terms of specific incremental function configurations, in 2022, 1.5004 million W/AR HUD pre-installed standard configurations will be delivered, a year-on-year increase of 38.12%. The standard configuration pressure brought by the cost is still relatively large.
At the same time, AR HUD is showing rapid growth. In 2022, 109,600 units will be delivered as standard equipment, a year-on-year increase of 115.75%. Since last year, first-tier OEMs are trying to use AR HUD as a highlight function of high-end and new flagship models. At the same time, more suppliers are rushing in.
In terms of technical solutions, AR-HUD currently has various technical routes such as TFT, DLP, and LCoS, and each company also has corresponding mass production solutions. Considering the low-cost advantage of TFT, some suppliers are also trying new mass production solutions.
For example, projecting information onto a special black printed coating area on the lower edge of the windshield (rather than directly onto the glass), interconnecting and Hidden under the dashboard, it can be displayed on demand based on the efficient matrix backlight mode.
In terms of in-cabin DMS and OMS , 1,186,400 pre-installed DMS (camera-based driver monitoring systems) will be delivered in 2022, a year-on-year increase of 109.20%; OMS pre-installed standard equipment will be delivered to 696,500 vehicles, a year-on-year increase of 93.69% .
In terms of suppliers, in terms of DMS perception solution suppliers, Horizon (chip + perception), SenseTime, and ArcSoft rank the top three in terms of market share. In terms of first-tier suppliers of DMS systems, Zhihua Technology, Neusoft, and OFILM ranked the top three.
Next, as high-level assisted driving enters a large-scale growth cycle, DMS will gradually shift from simple in-cabin human-computer interaction to intelligent driving interaction with higher functional safety requirements.
In terms of car networking upgrades, 417,400 vehicles equipped with standard 5G networking functions will be delivered in 2022 (of which 170,100 vehicles will be equipped with V2X functions), compared with only 28,700 vehicles equipped with 5G in the previous year. Although the in-vehicle 5G penetration rate is lower than expected.
However, with the gradual popularization of 5G in smartphones (the proportion of 5G mobile phone users in China exceeded 30% last year), industry and other fields, vehicle 5G (including V2X) and applications are becoming new additions.
For example, at the just-concluded Beijing Economic and Information Work Conference, accelerating the construction of a new base for urban digital and intelligent transformation became a key goal. Including, this year, 10,000 new 5G base stations will be added to promote the construction of high-reliability and low-latency car networking and computing power dispatching system. At the same time, relevant departments are still actively promoting the construction of cellular vehicle networking technology (C-V2X) infrastructure, and accelerating the formulation of C-V2X standards and technology upgrades.
In addition, as an extension of the smart cockpit (the intersection with body control and information network security), digital car keys are also becoming a new incremental track.
According to the monitoring data of Gaogong Intelligent Vehicle Research Institute, in 2022, 4,618,800 passenger cars equipped with digital keys will be delivered in the Chinese market (excluding imports and exports), a year-on-year increase of 75.49%, and the pre-installation rate will rise from 12.90% in 2021 to 23.17% . At the same time, with the mass production of UWB digital keys last year, it is expected that by 2025, the pre-installed standard digital key carrying rate will exceed 70%.
For example, at the end of last year, Qingyan Zhixing won the pre-installation mass production of UWB digital keys of domestic new power OEMs. It is estimated that the sales volume in the whole life cycle of the project will reach hundreds of millions of yuan. At the same time, the company is also one of the 15 voting members of the global UWB standard organization FIRA, a member of the CCC Global Automotive Connectivity Association, and the main drafter of the Chinese UWB digital key standard ICCE.
Based on eight years of algorithm accumulation, Qingyan Zhixing has realized the accurate position algorithm of body environment adaptation. Its UWB digital key has the ability of anti-NLOS occlusion, smooth area switching, stable and smooth positioning, and intelligent coordination of anchor points. The positioning accuracy is in the general open space. The maximum area can reach 10cm, and the maximum can reach 20cm in an environment with dense vehicles or many paths. The accuracy rate of recognition inside and outside the vehicle exceeds 99.7% under strict standards.
At the same time, in terms of product form, the digital key is also constantly evolving. For example, at the end of last year, as the leader of domestic pre-installed digital key solutions, Yinji and Tencent Smart Travel jointly launched "My Car Key", which provides services in the form of WeChat applets. Users do not need to download and install, after completing registration and binding It can realize the mobile phone to open and close the door lock, start driving, remote control the car, check the car condition and share the key.
Entering 2023, the smart cockpit track will also usher in a series of new functions. At present, the entire cockpit domain controller track is still in the stage of hardware upgrading and software integration.
For example, in the software part, with more functions such as human-computer interaction and intelligent experience in the cockpit, software modules including DMS, OMS, HUD, gesture interaction and parking (integrated concept of cabin and parking) will be integrated into the more High performance cockpit domain controller.
The first is the smart cockpit "cabin and mooring integration" solution, which supports the access of cameras and multi-sensors in the cockpit, and realizes multi-modal fusion recognition solutions such as vision and voice in the cabin. At the same time, it can support 4-way (or multi-way) surround-view cameras outside the cabin Access with ultrasonic radar.
This solution is mainly suitable for the low-end models of car companies (mainly smart cockpits, supplemented by assisted driving). Based on cost considerations, models cannot be equipped with medium and large computing power domain controller platforms, so by saving traditional parking controllers, And integrated into the cockpit domain controller needs.
For example, Bosch is integrating the automatic parking assistance function into the smart cockpit domain controller to provide the Chinese market with a high-performance, low-cost integrated cabin and parking solution.
Bosch's second-generation intelligent cockpit domain controller is based on Qualcomm SA8295 chip, with CPU computing power up to 220K DMIPS, NPU computing power up to 20-30TOPS, and supports up to 12 screens and 16 cameras. At the same time, it is matched with Bosch's sixth-generation ultrasonic sensor to realize fusion parking.
Secondly, it is multi-modal interaction in the cabin .
This solution is mainly based on voice and touch interaction, supplemented by face recognition, gesture recognition, voiceprint recognition, etc., to realize multi-dimensional intelligent cockpit control, and then integrate 360° surround view and driver monitoring and other safety assistance functions. Next, Extended functions also involve monitoring of vital signs and emotional perception of drivers and passengers.
The driving factors behind it are, on the one hand, the upgrade of the cockpit experience; on the other hand, how to adapt to the "human-machine co-driving" (the driver and the intelligent driving system cooperate in a continuous collaborative manner) before the actual mass production of L4 autonomous driving. The way to control the vehicle together to complete the driving task) interaction requirements in the scene.
In addition, in terms of in-cabin perception hardware, in addition to cameras, millimeter-wave radars and more sensors will become new market increments.
Taking in-cabin monitoring as an example, in terms of cost, the average unit price of UWB radar chips is 4-5 US dollars, and the unit price of millimeter-wave radar chips is close to 20 US dollars. There is already a 4-5 times gap in chip costs between the two. At present, the industry has realized the functions of UWB radar and digital key on a set of hardware at the same time through hardware multiplexing technology.
Compared with traditional schemes that use the combination of Bluetooth + millimeter wave radar or camera to realize digital key and living body monitoring functions respectively, the method of UWB hardware multiplexing has great advantages in cost.
At present, Qingyan Zhixing has completed a number of POC and mass production fixed-point projects, and has signed a number of other mass-production fixed-point projects, and has carried out project approval and promotion with 40-50 domestic and foreign mainstream OEM customers. It is expected to start entering in 2024 Scale-up stage.
In addition, it is the immersive entertainment experience upgrade of in-vehicle games and AR and VR extensions.
It is reported that Tesla is also planning to add more types of games to Tesla cars, including augmented reality games. "Games that interact with reality may open up new market space while ensuring safe driving of vehicles."
In the official announcement video of Ideal L9, a similar scene of wearing AR/VR equipment also appeared. Previously, a number of Audi models will also launch XR holographic entertainment applications in the entire European market, as well as in Canada, the United States, Japan and China.
According to a report released by Daimler AG two years ago, in the long run, in-vehicle games may be a viable business model. In addition to providing passengers with more interactive entertainment, they may also be used in self-driving travel. Scenes provide more engagement.
According to Gaogong Intelligent Vehicle Research Institute, with the rapid improvement of the richness and performance of the hardware in the cabin, the era of software-defined cockpit has also begun. From chips to displays, from hardware to software, from perception to interaction, all are entering a new round of transformation.