As a product of the domain control centralized architecture, the integrated driving and parking solution for the intelligent driving track is becoming the mainstream configuration in the market. At the same time, various computing (chip) solutions are also making efforts in this subdivided track.
Gaogong Intelligent Automobile Research Institute believes that, unlike NOA, the integration of driving and parking as a combination of high and low speeds is not just an incremental market opportunity, but a huge stock upgrade market. At the same time, "the gradual maturity of high-performance chips + software algorithms" drives the integration of low-speed parking and high-speed driving acceleration.
At the same time, the integration of driving and parking is also regarded as the best way for Chinese local suppliers to change lanes and overtake. This distributed function, which used to be provided by different suppliers for software and hardware solutions, is also becoming one of the main options for car companies to intelligently "reduce costs and increase efficiency".
According to the monitoring data of Gaogong Intelligent Vehicle Research Institute, in 2021, the number of passenger cars (excluding imports and exports) in the Chinese market will be 2,098,800 vehicles with driving ADAS (L1, L2) and parking functions. This number continued to increase to 2.6002 million vehicles.
However, in 2022, only about 10% of the market will have the ability to integrate parking and parking (domain controller, which may be equipped with an independent parking controller). This means that there is still a huge market space behind it.
According to the forecast of Gaogong Intelligent Vehicle Research Institute, by 2025, the annual delivery scale of pre-installed standard equipment with integrated driving and parking will be close to 6 million; the market share in high-end intelligent driving segments such as L2 and L2+ will be close to 50%.
At present, some leading car companies have realized self-developed software systems, and adopted external procurement or OEM models for hardware. On the supplier side, there are different combinations of perception algorithms, regulation and control systems, domain controllers, sensors, etc., as well as different self-developed capabilities such as driving, parking, and integrated driving and parking.
The 2023 Top 10 Competitiveness of Local Parking and Parking Integrated System Solution Suppliers in the Chinese Market released by Gaogong Intelligent Vehicle Research Institute this time focuses on the actual delivery of mass production, full-stack software and hardware solutions, market competitiveness of fixed-point/brand models, and the market competitiveness of OEMs. Multiple core indicators such as customer resources and past partnerships.
Huawei (Car BU), ranked first, is one of the few suppliers that provides a full-stack solution from chips to systems. At present, mass production and delivery are mainly based on related car company brands such as Wenjie, Jihu, and Avita.
This year, Huawei officially released the high-end intelligent driving system ADS 2.0, equipped with the industry's first laser fusion GOD network, NCA intelligent driving pilot can cover 90% of the city scene.
At the same time, the smart parking performance and scene are further improved, AVP valet parking assistance and 360° full-range obstacle perception, and smart parking can be performed across ground, underground parking lots and mechanical parking spaces.
Judging from the follow-up market trend, in addition to the Huawei car manufacturing camp, this ADS full-stack solution has the opportunity to achieve the expansion of more car enterprise customers under the premise of independent operation of the car BU.
DJI Vehicle, which ranks second, is working hard on perception components. In September last year, SAIC-GM-Wuling's 2023 KiWi EV was first equipped with DJI's vehicle-mounted integrated intelligent driving system for driving and parking. It is the first integrated driving and parking solution based on pure vision in the domestic market.
This year, DJI Vehicle Launched the "Travel Platform", with a computing power as low as 32TOPS and a pure vision configuration of 7V/9V, through "strong vision online real-time perception, no dependence on high-precision maps, no dependence on lidar", including L2+ intelligent driving functions including urban memory driving (32TOPS)/urban pilot driving (80TOPS).
The "Chengxing Platform" realizes the BEV perception of the integration of travel and parking, and is also the first binocular (4D scene streaming technology) + BEV perception fusion mass production solution based on the binocular stereo vision technology route in China.
As one of the few intelligent driving technology companies in the industry with integrated software and hardware solutions, Hongjing Zhijia first delivered a driving and parking integrated domain control solution based on three Horizon Journey 3 chips in the new third-generation Roewe RX5, providing a full-stack Software and hardware self-development program.
Since then, Hongjing Zhijia has also launched a single-journey 3-line parking integrated domain controller. A single SoC supports dual scenarios of driving and parking, and the algorithm is time-division multiplexed; among them, the parking part is equipped with Hongjing Zhijia's new generation of parking 2.0 software algorithm architecture.
In terms of the core algorithm model, Hongjing Zhijia self-developed a spatio-temporal fusion network based on BEV Fusion to identify dynamic and static targets and static elements of the map; it has a mass-production-level deep-optimized AI algorithm, and has rich experience in neural network sparsification and quantitative deployment;
At the same time, for different computing platforms, BEV CNN/BEV Transformer solutions can be provided to support tasks such as BEV high-precision map element detection, occupancy, and 3D object detection; hardware-based operator depth optimization, including image processing acceleration, neural network Network optimization before and after, CPU Neon acceleration.
At present, Hongjing Zhijia has achieved mass production and fixed-point on a total of 30 OEM models such as SAIC, Great Wall, Chery, JAC, BYD, and Hezhong. At the same time, the company has also received investment from top venture capital institutions including Walden, Hillhouse, Linear, Lanchi, Saudi Aramco Prosperity 7, and CITIC Goldstone.
Unlike the top three companies that provide integrated software and hardware solutions, Momenta, which ranks fourth, mainly focuses on software algorithms. At the same time, in addition to driving, Momenta is also one of the few self-driving companies in China that invested in the development of automatic parking systems very early.
Last year, the IM AD intelligent driving system jointly created by Zhiji Automobile and Momenta achieved mass production through the rapid iteration of data-driven AI flywheel capabilities, full-process data-driven and closed-loop automation.
At present, in addition to SAIC, Momenta has also established joint ventures with BYD, Lotus and other car companies to lay out mass production plans. In addition, several leading car companies such as Toyota, General Motors, and Mercedes-Benz are also shareholders of the company.
In addition, Momenta is also beginning to get involved in hardware (system architecture) research and development, including camera modules, ultrasonic sensors, domain controllers and chips.
Zhixing Technology, which ranks fifth, relies on the hot-selling model Jikrypton 001 to "be an instant hit". Based on the Supervision system that is in-depth cooperation with Mobileye, it realizes the mass production of domain controllers and full-stack smart driving solutions.
At the same time, Zhixing Technology launched the IDC mobile park integrated domain controller, which is designed and developed based on the highly automatic driving system and software architecture for backward compatibility, and supports functions such as Urban NoA and AVP.
Among them, iDC Mid adopts 5V4R perception hardware configuration, which can realize NOA (navigation assisted driving), 360 panoramic image, HPA (memory parking) and other functions.
This system is compatible with the development of a variety of chips including TI (TDA4) and domestic chips, and can be adapted according to customer needs. At the same time, iDC Mid can also expand its computing power to 100+TOPS by upgrading the SoC.
At present, Zhixing Technology already has full-scenario coverage of high-end intelligent driving solutions. In the driving scene, functions such as L2 ADAS, high-speed NOA, and urban NOA have been covered. The parking scene has also covered functions such as autonomous parking, memory parking, and valet parking.
Among the last five companies, Desay SV is currently the leading company in the field of intelligent driving domain controller (in addition to hardware, including some underlying software), sensors and low-speed parking. However, there is no public information on the software solutions for driving functions.
Jingwei Hengrun (ADAS business) started with Mobileye, and is also deploying a series of low-cost, low-to-medium computing power driving and parking integrated solutions, including different combinations of TDA4 and EyeQ6 series. However, the perception algorithm still comes from a third party Partner.
Whether it is Desay SV or Jingwei Hengrun, they have already mass-produced the integrated travel and parking solutions, and still focus on hardware delivery. For example, Hengrun's dual TDA4 domain control solution in Nezha is also a single hardware solution.
In addition, the cooperation between Chinese and foreign/old and new forces, and the integration of vertical and horizontal industrial chains are also the main theme of the track integrating travel and parking.
Magic Vision cooperated with Continental to launch the latest generation of integrated parking and parking integrated domain controller Magic Pilot, which is based on a single chip solution and supports L2+ advanced driving functions and full-scene integrated parking and memory parking functions. At present, the program has already received designated projects.
Xingyu Co., Ltd. is cooperating with Horizon. The "travel and parking integrated" solution developed based on the Horizon Journey ® 3 car-grade chip has been officially designated by a leading domestic car company and is expected to be mass-produced within this year. Among them, Xingyu shares self-developed control system functions and algorithm development on the basis of the horizon perception program.
At the same time, combined with Xingyu’s pre-installation experience in the field of automotive lighting and a large number of car company customer resources, the high-computing computing platform products equipped with multiple Journey® series chips will support pilot assisted driving, memory parking, and smart lighting at the functional level. High-end intelligent driving and intelligent control applications such as lighting control.
According to the monitoring data of Gaogong Intelligent Automobile Research Institute, from January to June 2023, the Chinese market (excluding imports and exports) will deliver 610,700 vehicles with the front-installed standard parking and parking integrated domain control solution, which is 113.98% year-on-year, and is expected to be delivered throughout the year Will exceed 1.5 million.