The electronic architecture upgrade of the smart cockpit is entering a new market growth cycle.
According to the monitoring data of Gaogong Intelligent Vehicle Research Institute, from January to May 2023 in the Chinese market (excluding imports and exports) the delivery of standard cockpit domain controllers for front-mounted passenger cars was 884,600 units, a year-on-year increase of 79.89%, and the front-mounted installation rate was the first Breaking through 10%, reaching 12.00%.
In terms of computing power platforms, Qualcomm and AMD occupy most of the market share. In terms of suppliers (hardware), apart from Tesla’s outsourcing, Desay SV ranks first in the share of third-party suppliers. In addition, local suppliers such as Yikatong, Nuobo, and PATEO Internet of Vehicles are also becoming the main force in the market.
Gaogong Intelligent Vehicle Research Institute predicts that this year will still be a year for cockpit domain controllers to accelerate their use, and the annual installed capacity is expected to exceed 3 million; at the same time, the supplier structure of computing power platforms and domain controllers is still in a changing cycle .
Among them, the first domestic and the second 7nm cockpit SoC chip in the world launched by Siengine Technology will start mass production and large-scale delivery this year, so that car companies have new options and avoid falling into the homogeneity of Qualcomm dilemma.
This cockpit SoC named "Dragon Eagle No. computing power, etc.), and provides more differentiated safe and efficient computing applications.
At the same time, considering the higher reliability requirements of instruments, "Dragon Eagle No. 1" has built-in independent functional safety islands and information safety islands, and different processor clusters serve different functional domains independently, meeting the system safety functions of ASIL-B level .
As a high-end processor based on 7-nanometer automotive technology, Longying No. 1 is benchmarked against the most advanced products in the international market. The function provides complete support, and provides comprehensive computing power support for the application of the smart cockpit.
Under the current background of cost reduction and efficiency increase in the smart car industry, multi-scenario "reuse" of core hardware such as chips is the mainstream trend. On the premise of supporting mainstream smart cockpit functions such as conventional multi-screen display and interaction, in-cabin visual application DMS/OMS/Face ID, Longying-1 also supports ADAS functions such as assisted driving and APA.
The single-chip solution of "Dragon Eagle No. 1" can perfectly support the integrated cabin and mooring solution, so that the OEM can significantly reduce costs, improve user experience, and lead the industry's technological development to upgrade to cabin-driving integration.
The dual "Dragon Eagle No. 1" solution can smoothly support Lynk & Co 08's 92-inch giant sky screen HUD, which is the first in the industry. Further provide an immersive cockpit experience.
Beginning this year, "Longying No. 1" will also be mass-produced on various models such as Hongqi and Geely. In addition, Siengine Technology has also completed cooperation with leading companies including Neusoft, Desay SV, Bosch, LG, Yikatong and other cockpit track companies.
Wang Kai, director and CEO of Core Engine, said that hundreds of thousands of "Dragon Eagle One" chips will be delivered to customers this year. In addition, the products that the company is developing include next-generation smart cockpit chips, autonomous driving chips and on-board central processing unit chips.
In the field of domain controllers, some manufacturers are competing for the market bonus window period of next-generation high-performance SoCs such as Qualcomm 8295. For example, while PATEO delivered the 8155 platform on a large scale, the 8295 smart cockpit platform provided to a new car manufacturer is expected to be mass-produced in 2024.
PATEO Qinggan vehicle intelligent platform, based on the fourth-generation Snapdragon cockpit platform (SA8295P), realizes the integration of multiple ECU functions in the vehicle with the help of ultra-high computing power and rich interface capabilities, including instrumentation, cockpit, enhanced Realistic head-up display (AR-HUD), multimedia audio and video, rear seat display, exterior electronic rearview mirror, and interior video monitoring, etc., and convenient hardware expansion capabilities are reserved for higher-level autonomous driving designs.
The main advantage of this solution is that in terms of integration and cost control, it can further realize the integrated control of multiple units, including AR-HUD, passenger entertainment system, rear entertainment system, armrest control screen, streaming media rearview mirror, exterior electronic Rearview mirrors, in-cabin visual perception systems, etc., assist car companies to achieve maximum cost control.
At the same time, combined with the cross-domain integration capability, the built-in NPU is used to build an AI scene engine; the integration of intelligent gateways and vehicle network communication can realize vehicle micro-service calls based on the Ethernet SOA architecture, integrate ADAS capabilities, and provide L2+ level assisted driving capabilities. Integrating APA automatic parking capability, 360° surround view, etc.
In addition, in terms of experience such as voice interaction and visual AI interaction, it realizes voice offline full-time wake-up free, ASR and NLU, supports offline multi-partition simultaneous interaction; and realizes DMS, OMS, gesture recognition, beauty, stickers and multi-modality A number of high-level highlight function scenes including interaction, travel photography and cockpit AR.
At the same time, it supports 4K screens to present 3D immersive penetrating desktops, 3D vehicles, 3D music and other applications, supports multi-screen 3D linkage, and mainstream 3A games run smoothly and stably.
The layout of these capabilities also responds to the rapid growth of actual market demand.
For example, in the part of the display screen in the car, the monitoring data of Gaogong Intelligent Automobile Research Institute shows that from January to April this year, 2,241,200 passenger cars equipped with large central control screens of 12 inches or above were delivered in the Chinese market (excluding imports and exports), accounting for 2.2412 million vehicles. The proportion (total delivery of central control screens equipped with various sizes) reached 43.23%; and the proportion of 10 inches and above was as high as 73.41%.
At the same time, 543,500 new passenger cars equipped with multi-screen displays were delivered, a year-on-year increase of 64.90%, and the pre-installation rate approached 10%, reaching 9.61%. At the same time, incremental application markets such as HUD, DMS, CMS, and rear-seat entertainment will also become a new track for cockpit intelligence in the next cycle.
Taking DMS as an example, from January to April this year, 556,700 DMS (driver fatigue warning based on visual perception) systems were pre-installed as standard equipment, a year-on-year increase of 126.21%. In addition to adding DMS scores to new car ratings in the European market, C-NCAP also plans to add fatigue monitoring functions and driver distraction tests to the 2025 version.
According to the forecast data of Gaogong Intelligent Automobile Research Institute, in 2023, the Chinese market (excluding imports and exports) will have a chance to exceed the scale of 3 million DMS delivered as standard equipment for passenger cars, while continuing to maintain a high growth rate. It is expected that by 2025 The installed capacity is expected to exceed 7.5 million vehicles.
At present, the industry is upgrading from focusing on intelligent voice interaction and multi-screen interaction to multi-modal interaction in the past. This step is forcing the integration of cockpit electronic architecture. risks and unnecessary costs.