Report Highlights
The general trend of automobile intelligence and networking. In the electrification development process of the automobile industry, the upgrade of intelligence and networking will also become an irreversible trend, driving the automotive industry to move from traditional mechanized terminals to intelligent and networked terminals. With the gradual progress of hardware configuration + software Upgrading, the intelligent and networked upgrading and transformation of automobiles has kicked off.
Smart car:
The advantages of autonomous driving are obvious, and it will be gradually upgraded from L0 to L5. SAE divides autonomous driving technology into L0-L5 levels, of which L0-L2 still requires drivers to drive and belong to the category of ADAS (advanced driving assistance systems), and starting from L3, cars really enter the category of autonomous driving. As the core key to judging the intelligence level of a car, autonomous driving has many advantages over traditional manned driving, including high safety, low cost, and high efficiency. In the future, it will be gradually upgraded from L0 to L5. In this process, Robotaxi/Robobus /Minibus/Robotruck has begun to emerge, and family cars are generally below L2. In the future, with the upgrading of technology and the improvement of laws, the level of autonomous driving is expected to increase steadily.
The autonomous driving system is divided into a perception layer, a decision-making layer and a control layer, and the demand for sensors and AI chips has increased significantly. Perception layer: According to Yole data, for a single vehicle, the number of L1-L5 sensors is 6/13/24/38/35, and the value is 260/405/2050/3430/3170 US dollars. In terms of market size, in the field of autonomous driving, according to Yole data, camera modules are expected to grow from $3.5 billion to $8.1 billion in 2020-2025, with a CAGR of 18%; millimeter-wave radar will grow from $3.8 billion to $9.1 billion USD, CAGR is 19%; lidar will grow from $40 million to $1.7 billion, CAGR is 113%. Decision-making layer: The centralization of the automotive E/E architecture will bring about a significant increase in the demand for chip computing power, and AI chips such as GPU/FPGA/ASIC/brain-like will play an increasingly important role. According to the data of 100 million euros, the computing power requirements of L1-L5 level are <1/2/30/300/4000+TOPS respectively. The scale of China’s autonomous driving AI chip market is 2.51 billion yuan in 2021, and is expected to reach 10.99 billion yuan by 2025, with a CAGR of 44.7%.
Connected cars:
V2X helps build a smart transportation system, and RF front-end chips fully benefit from it. When intelligent autonomous driving develops to a certain level, the communication between vehicles and the outside world will become more and more important. V2X is conducive to building an intelligent transportation system, which can improve traffic efficiency, save resources, reduce pollution, reduce accident rates, and improve traffic. Management is important. C-V2X and high-precision maps will also become important supports in the popularization of autonomous driving. According to IDC data, from 2020 to 2024, the global ICV shipments will maintain steady growth, reaching 44.4 million in 2020 and 76.2 million in 2024, with a CAGR of 14.5%. In terms of penetration rate, it will also maintain a steady upward trend. According to IHSMarkit data, it is expected that the global penetration rate of ICVs will reach 59.4% in 2025, and the penetration rate of ICVs in China will reach 75.9%. In the process of networking, the RF front-end chip will help the development of IoV technology like the ear of the car, so as to make up for the lack of intelligence of a single vehicle and promote the development of collaborative application services.
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