China's passenger car market is coming out of the haze of last year.
Public data from the agency shows that in the first half of 2023, the output of China's passenger car market was 11.0077 million units, a year-on-year increase of 7.5%; terminal sales were 9.5908 million units, a year-on-year increase of 4.7%; passenger car exports were 1.5236 million units, a year-on-year increase of 87.6%.
In terms of actual deliveries, 9.293 million new cars were delivered in the passenger car (excluding import and export) market in the first half of the year, a year-on-year increase of 4.46%. However, compared with 2021, it is still down 7.59%.
However, in terms of intelligence, especially the smart driving market segment of new energy vehicles, it is still showing a high prosperity, and various data are eye-catching.
According to the monitoring data of Gaogong Intelligent Automobile Research Institute, from January to June 2023, 3.2435 million new passenger cars equipped with L2 (including L2+) equipped with pre-installed standard equipment in the Chinese market (excluding imports and exports) will be delivered, a year-on-year increase of 37.65%; The standard configuration rate was 34.90%, an increase of about 8 percentage points year-on-year.
Among them, 1,471,300 new energy vehicles equipped with L2 (including L2+) were delivered as standard equipment in the pre-installation, a year-on-year increase of 75.55%, and the rate of standard equipment in front-installation was 50.38%, an increase of about 10 percentage points year-on-year, and continued to maintain high growth fast state.
However, in terms of the price of standard-equipped models, the average price of new cars delivered with standard-equipped L2 (including L2+) in the first half of this year increased by 14,600 yuan to 266,200 yuan compared with the end of the previous year. To a certain extent, this reflects the cost reduction effect of car companies (low-priced options) and the trend of standard equipment for mid-to-high-end models.
Note: This data selects the top 20 brands in the actual new car delivery volume in H1 in 2023, and some car companies have multiple brands that are not consolidated.
The continuous heating up of the overall smart driving market has also led to an increase in orders from core suppliers.
Take Neusoft Reach as an example. In 2022, the company will receive mass production orders for passenger cars from several leading car manufacturers, especially the mass production orders for autonomous driving domain controller products will increase significantly year-on-year.
At present, the company is carrying out in-depth cooperation with GAC, Changan, Dongfeng Lantu, Geely and other vehicle manufacturers, as well as supply partners such as ZF, Horizon, Xinchi Technology, and ZTE.
In addition, as one of the few domestic manufacturers capable of mass-producing intelligent driving basic software, Neusoft Reach has also launched a complete SOA development platform for domain controller developers.
For example, NeuSAR DS (Domain System) can provide specific operating systems, BSPs, standard basic software, software stacks, tool chains and engineering adaptations for typical chips required for the entire development process of domain controllers, building a one-stop solution for developers development environment to improve development efficiency.
As for Desay SV, which is in the leading position in the market share of intelligent driving domain controllers, on the one hand, the high-computing platform IPU04 has achieved large-scale mass production in many customers such as Ideal, Xiaopeng, Feifan, and Gaohe, and has a large number of Hand orders will be realized in succession for mass production.
At the same time, the company's lightweight intelligent driving domain controller IPU02 will launch more new solutions to adapt to the largest market segment of the domestic auto market, the mid-to-high price range models.
In addition, in the key core computing solution part, in addition to Nvidia, Horizon, and TI, Black Sesame Smart is also starting to deliver a smart driving solution (Lynk & Co 08) equipped with dual A1000 chips.
According to public information, this set of high-end driving and parking integrated intelligent driving solutions will be implemented in functions such as city pilot (City pilot), high-speed pilot (NOA), and intelligent parking (AVP). Behind the scale, in addition to the sales of models, it is necessary to further improve the cost performance of the intelligent driving system.
In the view of Liu Weihong, co-founder and COO of Black Sesame Technology, "The domestic electric vehicle market is still relatively young, and it will take a process for independent brands to have a relatively high premium. In the short term, our solution is to provide fast cost-effective solution."
At present, Black Sesame Smart can control the BOM cost of the integrated domain controller supporting the 10V (camera) NOA function within 3,000 yuan, and supports more than 100T of physical computing power, helping car companies to solve cost pressures.
At the same time, the Huashan No. 2 A1000 series chip is also the first mass-produced domestic chip platform that complies with vehicle regulations and supports a single-chip (non-time-division multiplexing) integrated domain controller for traffic and parking.
In addition, in terms of the core sensors of the intelligent driving system, in addition to vision (camera), millimeter-wave radar also continues to maintain a good growth rate.
According to the monitoring data of Gaogong Intelligent Automobile Research Institute, from January to June 2023, 4.7962 million units of angle radars equipped with standard configuration of passenger cars in the Chinese market will be delivered, a year-on-year increase of 23.99%. speed range.
Taking 2022 as an example, the delivery of new BYD 3R vehicles will reach 619,600, accounting for nearly 20% of the overall market. With the gradual delivery of BYD's 5R program this year, it is expected to support the market growth rate to maintain a high level.
In addition, in terms of 4D radar, the ideal L7 is gaining momentum . Data show that in the first half of this year, only one car company, Ideal, contributed to the delivery of 43,300 4D forward radars. At the same time, the delivered models such as Feifan and Deep Blue and more fixed-point models will also be released one after another.
However, in the lidar segment, a total of 173,300 units (standard configuration) were delivered from January to June this year, and the average monthly delivery is still less than 30,000 units. Among them, Ideal (Hesai) and Weilai (Tudatong) contributed nearly 70% of the volume, and the number of Huawei-related models mounted rapidly.
In the view of Gaogong Intelligent Vehicle Research Institute, as the high-end smart driving solutions represented by L2 assisted driving and NOA continue to maintain a high growth rate, both chips and sensors will continue to benefit.