乘用车 ADAS（高级驾驶辅助系统）的成长机会：中国，2023-2030 年

来自国内製造商的激烈竞争促使国际汽车製造商提供更高水准的 ADAS 能力，推动变革性成长

为了成为自动驾驶市场的全球领导者，中国政府为汽车产业在国内快速开发自动驾驶解决方案铺平了道路。因此，国内目标商标产品製造商 (OEM) 开发了诸如导航导航和其他 L3/L4 解决方案等创新功能。这项发展正在帮助OEM在其车型中提供更高的 ADAS 级别，同时国际厂商也提供更成熟的 L1 和 L2 解决方案。

为了应对这项挑战，全球OEM和层级供应商正在製定新的策略，并探索与当地参与企业合作以保持竞争力。在监管方面，虽然新兴市场不断颁布政策和标准，但中国市场在实施法规和框架方面却非常缓慢。这阻碍了 ADAS 市场的成长。该市场的真正驱动力是国内外汽车製造商之间在提供卓越舒适性和便利性方面的竞争。

研究期间为2023-2030年，基准年为2023年，预测期间为2024-2030年。该预测是在功能层级完成的。本报告依层级分析及对应功能分类如下：

• L0：盲点侦测、车道偏离警示、前方碰撞警报、前方横向车流警示、后方交叉交通警示、交通标誌识别
• L1：主动车距控制巡航系统、自动紧急煞车、车道维持系统
• L2：高速公路辅助系统 (HA)、自动停车辅助系统 II
• L2+：HA 与城市协助

目录

中国乘用车ADAS转型

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 中国ADAS（高级驾驶辅助系统）产业三大战略重点

生态系统

• 分析范围
• 分割
• 竞争环境
• 主要竞争对手

成长要素

• 成长指标
• 生长促进因子
• 成长抑制因素
• 预测考虑因素

成长机会，L0

• L0 ADAS 的特点

盲点侦测

• BSD
• 成长指标
• 单位数量预测

车道偏离警示

• LDW
• 成长指标
• 单位数量预测

前方碰撞警报

• FCW
• 成长指标
• 单位数量预测

前方横向车流警示

• FCTA
• 成长指标
• 单位数量预测

后方交叉交通警报

• RCTA
• 成长指标
• 单位数量预测

交通标誌识别

• TSR
• 成长指标
• 单位数量预测

成长机会，L1

• L1 ADAS功能

主动车距控制巡航系统

• ACC
• 成长指标
• 单位数量预测

自动紧急制动

• AEB
• 成长指标
• 单位数量预测

车道维持系统

• LKA
• 成长指标
• 单位数量预测

成长机会，L2

• L2 ADAS功能

高速公路协助

• HA
• 成长指标
• 单位数量预测

自动停车辅助II

• APA II
• 成长指标
• 单位数量预测

L2+

• L2+ADAS功能

高速公路协助

• HA
• 成长指标
• 单位数量预测

城市协助

• CA
• 成长指标
• 单位数量预测

成长机会宇宙

• 成长机会1——重组与本土化
• 成长机会 2 – 转向基于视觉的解决方案
• 成长机会三－聚焦国内自主OEM

最佳实践评估

FROST RADAR

下一步

• 成长机会的好处和影响
• 下一步
• 图表列表
• 免责声明

Stiff Competition from Domestic Players is Driving Transformational Growth by Pushing International OEMs to Offer Higher Levels of ADAS Features

To become the global leader in the autonomous driving market, the Chinese government has paved the way for its automotive industry to leapfrog and develop autonomous solutions within the country. This has resulted in domestic original equipment manufacturers (OEMs) developing innovative features such as navigate-on-pilot and other L3/L4 solutions. The development has helped OEMs offer higher ADAS levels in their models while international players offer more mature L1 and L2 solutions.

To tackle this challenge, global OEMs and tier suppliers are formulating new strategies and looking to collaborate with local participants to stay competitive. On the regulatory front, while developed international markets continue to promulgate policies and standards, the Chinese market has been very slow in regulating and adopting the framework. This has hampered the ADAS market growth. The real driving force behind this market is the competition between the local and international car makers seeking to provide superior comfort and convenience.

With 2023-2030 as the study period, the base year is 2023 and the forecast period is 2024-2030. This forecast takes place at the feature level. Frost & Sullivan segments the analysis by level and their corresponding features as follows:

• L0: Blind spot detection, lane departure warning, forward collision warning, front cross traffic alert, rear cross traffic alert, and traffic sign recognition
• L1: Adaptive cruise control, autonomous emergency braking, and lane keep assist
• L2: Highway assist (HA) and automated parking assist II
• L2+: HA and city assist

Table of Contents

Transformation in Chinese Passenger Vehicle ADAS

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Chinese Advanced Driver-assistance System (ADAS) Industry

Ecosystem

• Scope of Analysis
• Segmentation
• Competitive Environment
• Key Competitors

Growth Generator

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations

Growth Opportunities, L0

• L0 ADAS Features

Blind Spot Detection

• BSD
• Growth Metrics
• Volume Forecast

Lane Departure Warning

• LDW
• Growth Metrics
• Volume Forecast

Forward Collision Warning

• FCW
• Growth Metrics
• Volume Forecast

Front Cross Traffic Alert

• FCTA
• Growth Metrics
• Volume Forecast

Rear Cross Traffic Alert

• RCTA
• Growth Metrics
• Volume Forecast

Traffic Sign Recognition

• TSR
• Growth Metrics
• Volume Forecast

Growth Opportunities, L1

• L1 ADAS Features

Adaptive Cruise Control

• ACC
• Growth Metrics
• Volume Forecast

Autonomous Emergency Braking

• AEB
• Growth Metrics
• Volume Forecast

Lane Keep Assist

• LKA
• Growth Metrics
• Volume Forecast

Growth Opportunities, L2

• L2 ADAS Features

Highway Assist

• HA
• Growth Metrics
• Volume Forecast

Automated Parking Assist II

• APA II
• Growth Metrics
• Volume Forecast

L2+

• L2+ ADAS Features

Highway Assist

• HA
• Growth Metrics
• Volume Forecast

City Assist

• CA
• Growth Metrics
• Volume Forecast

Growth Opportunity Universe

• Growth Opportunity 1-Restructuring and Localization
• Growth Opportunity 2-Shift Toward Vision-based Solutions
• Growth Opportunity 3-Focus on Independent Domestic OEMs

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer