As a key part of the integrated driving and parking track, integrated parking (based on panoramic view + ultrasonic radar) and subsequent high-end parking solutions have once again become the focus of the industry.
In addition to self-research by some leading car companies, market opportunities for third-party suppliers are also expanding. On the one hand, parking manufacturers are also expanding the integrated driving and parking solutions; on the other hand, domain controller manufacturers and driving solution suppliers are also the main partners of the parking track.
For example, in the high-end market, a complete set of driving and parking solutions based on the NVIDIA Orin-X platform has been delivered on a large scale. In addition, DRIVE Hyperion 9 will also support L3-level automatic driving and L4-level autonomous parking functions in parking lots.
In the cost-effective market, Black Sesame Smart has launched a cost-effective (less than 3,000 yuan) cost-effective travel and parking integrated intelligent driving domain control solution, which supports 50-100T physical computing power and helps car companies solve cost pressures.
Compared with the traditional fusion parking solution, the parking and parking integrated domain controller covers more driving scenarios, shares intelligent hardware for multi-sensor fusion, simplifies I/O interfaces, and reduces wiring harnesses. For car companies and Tier1, it only needs to develop one A set of underlying basic software and middleware.
Taking Black Sesame Smart as an example, the company’s Huashan No. 2 A1000 series chips have currently received more than 15 fixed-point projects for different models, covering many car companies such as JAC, Dongfeng, Geely, Hongqi, and Hechuang.
Gaogong Intelligent Vehicle Research Institute predicts that as the integration of driving and parking gradually replaces and upgrades the traditional one-way and single-parking system configurations, it is expected that the standard configuration of passenger cars with integrated parking will exceed 2 million this year, and the market size in 2025 Have the opportunity to sprint to 5 million vehicles.
The 2023 China Market Converged Parking System Local Solutions Supplier Competitiveness Top 10 released by the High-tech Intelligent Vehicle Research Institute focuses on the actual delivery of mass production, the full-stack software and hardware solutions, the market competitiveness of designated brand models, and the competitiveness of OEMs. Multiple core indicators such as customer resources and past cooperative relationships.
Desay SV , as the current leader in pre-installed mass production and delivery, has supplied surround view and parking system products in batches to many domestic mainstream car companies. At the end of 2021, as a third-party supplier, it will take the lead in realizing memory parking in the domestic market. Mass production and supply of automotive products.
At the same time, the new generation of lightweight intelligent driving platform realizes the integration of high and low speed automatic driving assistance functions, and has also won the project designation of many mainstream independent brands and joint venture car manufacturers. In addition, the company is also one of the leading suppliers of high-end all-in-one domain controllers.
Compared with other peers on the list this time, Desay SV has obvious advantages in customer resources. In 2022, the total annual revenue of the company will be close to 15 billion yuan. The smart cockpit, smart driving and car-connected businesses basically cover mainstream joint ventures and self-owned brands.
The second-ranked Zongmu Technology , established in 2013, entered the market from the surround view algorithm, and took the lead in gaining a firm foothold in the integrated parking track. The company has successively received investment from industrial capital such as Xiaomi Industrial Fund, Qualcomm Holdings, and Denso Investment.
In the parking track, ZongMu Technology has mass-produced or fixed-point on customers such as FAW Group, BAIC Group, Lantu Automobile, Changan Automobile, and Celes Automobile, and has self-developed full-stack sensors.
At present, the company's main business covers panoramic monitoring image function, automatic parking assistance function and autonomous parking function. In addition to the low-speed parking field, the company also deploys an intelligent driving system for medium- and high-speed driving assistance, and an integrated intelligent driving system for driving and parking that adapts to high and low speeds.
According to previous public data, the company's automatic parking assistance function has been mass-produced on nearly 20 models, with an annual shipment of more than 100,000 sets, and a market share of more than 10% in the domestic self-owned brand fusion parking market.
The third-ranked Moshi Intelligent , self-developed automatic driving and advanced assisted driving products, covering mainstream markets such as passenger cars and commercial vehicles, driving and parking, in-cabin and out-of-cabin, front-loading and rear-loading, etc. Thousands of sets of mass production scale.
At the same time, MOVIE is also one of the first autonomous driving start-up companies to achieve mass production of domestic first-line passenger car OEMs, and has established mass production and project cooperation relationships with almost all leading domestic passenger car and commercial vehicle OEMs.
In terms of technology, Moshi Smart has original full-stack algorithm capabilities (from perception, fusion, positioning to regulatory full-stack self-research), and has full-stack development capabilities from hardware, underlying software, middleware to functional software, and complete Data closed-loop capability.
At present, in the field of integrated parking, Magic Vision has mass-produced and designated intelligent parking system solutions for multiple platforms and models in many mainstream car companies such as GAC, BAIC, and Changan.
Among them, at the end of last year, Moshi Intelligent completed the mass production and delivery of GAC Trumpchi Yingku, providing intelligent parking such as integrated parking (FAPA), remote control parking (RPA), panoramic video system (AVM), and parking radar alarm (PAS) series function.
The company pioneered the limit position parking function in the industry. It is not afraid of problems such as narrow space, complex obstacles, and pedestrian interference. The system supports more than 60 complex parking scenarios, and accurately recognizes parking spaces and obstacles. The success rate is higher than 95%.
Zhihua Technology is one of the earliest suppliers in China to realize the large-scale mass production of panoramic surround view pre-installation. At the same time, it has large-scale delivery on tracks such as integrated automatic parking system, intelligent cockpit monitoring system, front-view active safety, and integrated driving and parking. experience.
The company focuses on the research and development of algorithms in the field of intelligent driving, and has the full-stack research and development capabilities that integrate perception and planning control. It has achieved large-scale mass production in the three major areas of driving, parking, and cockpit, and has accumulatively supported mass-produced models of more than 100 models.
In addition, the cumulative shipment of intelligent vision sensors exceeded 10 million units, the cumulative shipment of intelligent driving systems exceeded 2 million sets, and the cumulative supply of intelligent driving series products exceeded 3 million passenger cars.
At present, the company's fusion automatic parking (FAPA) series products have been equipped with TDA4, and are planned to be equipped with multiple domestic and foreign mainstream chip platforms such as Horizon Journey® 3 and Black Sesame Huashan® A1000, which are backward compatible with panoramic parking and reserve extended memory The parking function (HPA) can meet the parking function requirements of the L2++ intelligent driving level.
Hikvision , which ranks fifth , ranks high in terms of the actual scale of mass production, whether it is a panoramic view or a traditional APA system. However, due to the negative impact of the parent company Hikvision on the entity list, there are still certain risks in business sustainability.
Heduo Technology, Yinjia Technology, Yingchi Technology, Tiantong Nuctech, and Horn Automotive are typical representatives among the many suppliers that have entered the parking track in recent years.
Among them, Heduo Technology has received multiple rounds of investment from GAC Capital, and took the lead in implementing high-end parking solutions for a variety of models under GAC. Heduo Technology is also one of the first companies in China to develop L4-level intelligent valet parking systems.
Horn Automotive started out with sensor hardware, and its traditional main business includes cameras, reversing sensors, 360° panoramic systems, and driving recorders. At present, the full-stack hardware self-developed integrated parking system based on 12 ultrasonic radars, 4 panoramic cameras and 1 ECU unit has been mass-produced and delivered.
Yingchi Technology focuses on the research and development and mass production of high-performance computing software platforms for smart cars. At present, a number of models have been equipped with smart driving software and domain control solutions on the EMOS middleware platform. The customers include Ideal, SAIC, Nezha, Great Wall and other car companies.
Among them, integrating parking as an application solution, the core product of Yingchi Technology is the low-speed automatic driving algorithm EM-Parking System. One of the characteristics is that based on the EMOS software platform, the dependence of the application layer software on hardware and bottom software is decoupled, and the system development cycle is greatly shortened.
At the end of 2022, Yingchi Technology will realize the world's first parking mass production project based on Horizon Journey 3 in the Nezha U model, and cooperate with a number of car companies to create a single-chip, cost-effective integrated parking solution.
At the same time, the market volume of integrated parking and high-end parking has also opened an incremental window period for core sensing components including AK2 ultrasonic sensors and 3MP/5MP cameras.
For example, the optical imaging system of OFILM's surround view 3M vehicle lens has the advantages of ultra-wide-angle (200°) and 3 million high-pixel (3MP) high-pixel at the same time. In addition, 3MP brings 2.5 times higher resolution, providing clearer imaging, longer detection distance, and larger FOV field of view.
In February of this year, Audiway obtained the ISO26262:2018 automotive functional safety ASIL D process certification issued by the international certification body SGS. Start large-scale mass production delivery.
At present, a single AK2 sensor can realize multi-functional switching between UPA and APA, and can support parking functions such as automatic assisted parking and remote parking. parking.
In the company's view, low-level intelligent driving is gradually moving towards high-level intelligent driving (including hardware multiplexing), and its functional safety requirements are also increasing. This means that traditional parking sensors need to meet the safety level requirements of driving sensors and drive a new round of market restructuring.