车载监控系统（ICMS）市场：技术、市场、机会与竞争（2025-2035年）

受经济復苏、技术进步和消费者偏好变化的推动，全球汽车产业对客车的需求将从2023年起强劲復苏。

客车需求增加

自疫情爆发以来，汽车产业呈现强劲復苏动力，主要市场的客车销量激增。在欧洲，预计2023年新客车销量将达1,500万辆，较上年成长18.7%。这一快速成长的主要驱动力是电动车（EV）的广泛采用和政府激励措施。美国也紧随其后，销量约 310万台，比上年成长 9%。中国是全球最大的汽车市场，受都市化和可支配所得增加的推动，预计2023年客车销售量将超过2,600万辆。由于小型和中型汽车需求增加，日本和印度也呈现成长动力，销售量分别达到 400万辆和 410万辆。

预计这一上升趋势将持续到2024年，全球客车销量预计将成长 5%至 7%。向电动和混合动力汽车的转变以及汽车技术的进步大幅改变行业格局。

客车ADAS普及率将翻倍

ADAS（高级驾驶辅助系统）已成为现代汽车的基石，提高了驾驶的安全性和便利性。过去两年，ADAS在客车的渗透率大幅成长。到2023年，美国销售的新车中约有 50%将配备自适应巡航控制、车道维持辅助和自动紧急煞车等 ADAS 功能。由于严格的安全法规和消费者对先进功能的需求，欧洲和中国的普及率甚至更高，分别达到 55%和 60%。

预计自2023年起，配备 ADAS 的汽车销量将以每年20%至 25%的速度成长，这反映出这些系统在减少事故和提高道路安全方面的重要性日益增加。

事故预防监管政策推动车载监控系统（ICMS）的成长

全球监管政策在强制在机动车上安装车载监控系统（ICMS）方面发挥着非常重要的作用。欧盟通用安全法规（GSR）将于2022年生效，并要求所有新车配备驾驶疲劳和警觉警告系统。同样，美国国家公路交通安全管理局（NHTSA）也提议制定法规，要求汽车配备驾驶员监控系统，以防止因分心或疲劳驾驶等人为错误而导致的事故。

这些政策促使汽车製造商将 DMS 和 OMS 纳入车辆，以确保合规并执行安全标准。车载监控系统（ICMS）主要用于防止因人为错误而导致的事故，已成为现代汽车的重要组成部分。

客车中日益采用 DMS 和 OMS

无论是配备 ADAS 或未配备 ADAS 的车辆，驾驶员监控系统（DMS）和乘员监控系统（OMS）的采用都在稳步增加。2023年，美国约有30%的新客车将配备DMS，而欧洲的普及率预计将达到35%。中国和日本的渗透率也呈现强劲成长，分别为40％和25％。

OMS 可以监控所有乘员的存在和活动，正变得越来越普遍，尤其是在配备 ADAS 功能的车辆中。在监管要求和全面车载安全解决方案需求的推动下，DMS 和 OMS 整合成为标准实践。

车载监控系统（ICMS）市场的其他成长动力

• 消费者对道路安全的意识不断增强，推动了对先进监控系统的需求。
• 人工智慧、电脑视觉和感测器技术的创新增强 DMS 和 OMS 的功能。
• 自动驾驶汽车的日益成长的趋势提出了对强大的车载监控系统（ICMS）的需求，以确保乘客安全。

本报告提供了车载监控系统（ICMS）市场概况，包括市场规模、收入预测、行业趋势、客车销售预测以及配备 ICMS 的车辆数量。

参考公司

目录

第1章 执行摘要

第2章 报告范围

第3章 产业趋势与动态

• 主动驾驶监控相对于基于转向的被动监控的重要性
• 安全法规推动对主动车载监控系统（ICMS）的需求
• 欧盟法规
• 中国法规
• 日本法规
• 北美法规
• 产业利害关係人积极推动车载主动监控
• 主要 OEM 的主动 DMS、乘员监控系统（OMS）- 谁在做什么？
• 合作伙伴关係规划 – OEM、一级供应商、DMS/OMS 解决方案供应商
• 了解生态系统－主要的一级公司、软体解决方案、软体+硬体公司

第4章 全球客车销售预测 - 依自动化程度与地区细分

第5章 共享出行自动驾驶汽车销售预测- 依地区细分

第6章 车载监控-市场渗透率及安装车辆数（2019-2030）

• 2 级/2 级以上车辆
• 3 级/4 级 - 高速公路自动驾驶车辆
• 共乘城市自动驾驶汽车 - 机器人计程车、接驳车

第7章 了解需求 – 地理分析

• 美国和加拿大
• 中国、日本和韩国
• 西欧和俄罗斯
• 其他

第8章 车载监控市场规模及销售需求预测，用途细分（2025-2035）

• 安全应用 - DMS、OMS、儿童遗留检测
• 使用者体验/HMI 应用

第9章 车载监控市场规模，收入需求，ASP 预测，依技术类型细分（2025-2035 年）

• 3D 感测（ToF、VCSEL）
• 高解析度摄影机
• 红外线感测（IR、NIR）
• 基于雷达的系统
  • 4D 片上雷达
  • 2D/3D雷达

第10章 车载监控系统 (ICMS) 市场规模与 ASP 预测，依硬体和软体细分

• 硬体（ECU、ToF、雷达、RGB、IR）
• 人工智慧软体

第11章 车载系统软体与硬体 - 未来市场趋势

• 人工智慧驱动的DMS 技术趋势

第12章 竞争力评估

• 设计获胜
• 上市时间
• 与 OEM 和一级供应商建立合作伙伴关係
  • 全端开发人员
  • 感测器硬体提供者
  • 软体和人工智慧提供者

第13章 附录

第14章 研究方法

第15章 次要资料列表

第16章 关于M14 Intelligence

The global automotive industry has witnessed a significant resurgence in demand for passenger vehicles since 2023, driven by economic recovery, technological advancements, and evolving consumer preferences. This new report Edition 2025 of In-Cabin Monitoring Systems explores the historical and future sales trends of passenger vehicles, the rapid penetration of Advanced Driver Assistance Systems (ADAS), and the increasing importance of in-cabin monitoring systems, such as Driver Monitoring Systems (DMS) and Occupant Monitoring Systems (OMS), in enhancing driver safety and preventing accidents.

Rising Demand for Passenger Vehicles

The post-pandemic era has seen a robust recovery in the automotive sector, with passenger vehicle sales surging across key markets. In Europe, the sales of new passenger cars climbed to 15 million units in 2023, recording year-on-year growth of 18.7%. This whooping growth was majorly driven by the adoption of electric vehicles (EVs) and government incentives. The U.S. followed the suite, reflecting a 9% year-on-year growth accounting for sales volumes of approximately 3.1 million units. China, the world's largest automotive market, recorded sales of over 26 million passenger vehicles in 2023, fueled by urbanization and rising disposable incomes. Japan and India also experienced growth, with sales volumes of 4 million and 4.1 million units, respectively, supported by increasing demand for compact and mid-sized vehicles.

This upward trend continued in 2024, with estimates indicating a 5-7% growth in global passenger vehicle sales. The shift toward electric and hybrid vehicles, coupled with advancements in automotive technology, is reshaping the industry landscape.

Doubling Penetration Rate of ADAS in Passenger Vehicles

Advanced Driver Assistance Systems (ADAS) have become a cornerstone of modern vehicles, enhancing safety and driving convenience. The penetration rate of ADAS in passenger vehicles has grown significantly over the past two years. In 2023, approximately 50% of new vehicles sold in the U.S. were equipped with ADAS features, such as adaptive cruise control, lane-keeping assist, and automatic emergency braking. Europe and China reported even higher adoption rates, at 55% and 60%, respectively, driven by stringent safety regulations and consumer demand for advanced features.

The sales of vehicles equipped with ADAS have grown by 20-25% annually since 2023, reflecting the increasing importance of these systems in reducing accidents and improving road safety.

Regulatory Policies on Accident Prevention is Driving the Growth of In-Cabin Monitoring Systems

Regulatory policies worldwide are playing a pivotal role in mandating the inclusion of in-cabin monitoring systems in vehicles. The European Union's General Safety Regulation (GSR), effective from 2022, requires all new vehicles to be equipped with driver drowsiness and attention warning systems. Similarly, the U.S. National Highway Traffic Safety Administration (NHTSA) has proposed regulations to include driver monitoring systems in vehicles to prevent accidents caused by human error, such as distracted or fatigued driving.

These policies are driving automakers to integrate DMS and OMS into their vehicles, ensuring compliance and enhancing safety standards. The focus on preventing accidents caused by human error has made in-cabin monitoring systems a critical component of modern vehicles.

Rising Adoption of DMS and OMS Integrated Passenger Vehicles

The adoption of Driver Monitoring Systems (DMS) and Occupant Monitoring Systems (OMS) has seen a steady rise in both ADAS-equipped and non-ADAS vehicles. In 2023, approximately 30% of new passenger vehicles in the U.S. were equipped with DMS, while Europe reported a penetration rate of 35%. China and Japan also witnessed significant adoption, with rates of 40% and 25%, respectively.

OMS, which monitors the presence and behavior of all occupants, is gaining traction, particularly in vehicles with ADAS features. The integration of DMS and OMS is becoming a standard practice, driven by regulatory requirements and the need for comprehensive in-cabin safety solutions.

Other Factors Driving the Growth of the In-Cabin Monitoring System Market

• Increasing Consumer Awareness about road safety is boosting demand for advanced monitoring systems.
• Technology Innovations in AI, computer vision, and sensor technology are enhancing the capabilities of DMS and OMS
• Rising Autonomous Vehicles trend has induced the need for robust in-cabin monitoring systems to ensure passenger safety

The in-cabin monitoring system market is rapidly evolving, driven by technological advancements, regulatory mandates, and increasing consumer demand for safety. As competition intensifies, suppliers are innovating to offer more advanced and cost-effective solutions, ensuring a safer and more connected driving experience.

The future scope of these systems is vast, with advancements in artificial intelligence (AI) and machine learning enabling more sophisticated monitoring capabilities. By 2030, it is estimated that 70-80% of new vehicles globally will be equipped with DMS and OMS, driven by regulatory mandates and consumer demand for safer vehicles.

COMPANIES MENTIONED:

Table of Contents

1. Executive Summary

2. Scope of this Report

3. Industry Trends and Dynamics

• 3.1. Importance of Active Driver Monitoring over Steering-based Passive Monitoring
• 3.2. Safety Regulations Driving Active In-cabin Monitoring Systems Demand
• 3.3. Regulations in EU
• 3.4. Regulations in China
• 3.5. Regulations in Japan
• 3.6. Regulations in North America
• 3.7. Initiatives by Industry Stakeholders towards Active In-cabin Monitoring
• 3.8. Active DMS and Occupant Monitoring Systems (OMS) of Leading OEMs - Who is doing What?
• 3.9. Partnership Mapping - OEMs, Tier 1s, and DMS/OMS Solution Suppliers
• 3.10. Understanding the Ecosystem - Leading Tier 1s, Software Solution, and Software + Hardware Players

4. Global Passenger Car Sales Forecast - Breakdown by Levels of Automation and Region

5. Autonomous Shared Mobility Vehicle Sales Forecast - Breakdown by Region

6. In-cabin Monitoring - Market Penetration and Equipped Vehicles Installed Base, 2019 to 2030

• 6.1. Level 2/Level 2+ Vehicles
• 6.2. Level 3/Level 4 - Highway Pilot Vehicles
• 6.3. Autonomous Shared Mobility Urban Vehicles - Robotaxis and Shuttles

7. Understanding the Demand - Geographical Analysis

• 7.1. United States and Canada
• 7.2. China, Japan, and South Korea
• 7.3. Western Europe and Russia
• 7.4. Others

8. In-cabin Monitoring Market Size and Sales Demand Forecast, Breakdown by Applications, 2025 to 2035

• 8.1. Safety Application - DMS, OMS, Left-child Detection
• 8.2. User Experience/HMI Application

9. In-cabin Monitoring Market Size, Sales Demand, and ASP Forecast, Breakdown by Technology Type, 2025 to 2035

• 9.1. 3D Sensing (ToF, VCSEL)
• 9.2. High Resolution Camera
• 9.3. Infrared Sensing (IR, NIR)
• 9.4. Radar based System
  • 9.4.1. 4D Radar-on-chip
  • 9.4.2. 2D/3D Radar

10. In-cabin Monitoring System Market Size and ASP Forecast, Breakdown by Hardware and Software, 2019 to 2030

• 10.1. Hardware (ECU, ToF, Radar, RGB and IR)
• 10.2. AI Software

11. Software vs Hardware In-cabin System - Future Market Trends

• 11.1. AI driven DMS Technology Trends

12. Competition Assessment

• 12.1. Design wins
• 12.2. Time-to-Market
• 12.3. Partnerships with OEMs and Tier-1s
  • 12.3.1. Full Stack Developers
    • 12.3.1.1. Aptiv
    • 12.3.1.2. Bosch
    • 12.3.1.3. Continental
    • 12.3.1.4. Gentex Corporation
    • 12.3.1.5. Valeo
    • 12.3.1.6. Magna
    • 12.3.1.7. BHTC
  • 12.3.2. Sensors and Hardware Providers
    • 12.3.2.1. Infineon
    • 12.3.2.2. iEE
    • 12.3.2.3. Sony
    • 12.3.2.4. STMicroelectronics
    • 12.3.2.5. Omnivision
    • 12.3.2.6. Eye4NIR
    • 12.3.2.7. Novelic
    • 12.3.2.8. Smartmicro
    • 12.3.2.9. Viavi
    • 12.3.2.10. Qualcomm
    • 12.3.2.11. Lumentum
    • 12.3.2.12. LG
    • 12.3.2.13. Harman
    • 12.3.2.14. Panasonic
    • 12.3.2.15. Garmin
    • 12.3.2.16. Melexis
  • 12.3.3. Software and AI provider
    • 12.3.3.1. Seeing Machine
    • 12.3.3.2. SmartEye
    • 12.3.3.3. Eyeris
    • 12.3.3.4. Tobii
    • 12.3.3.5. Veoneer
    • 12.3.3.6. Multicore
    • 12.3.3.7. Cipia

13. Appendices

14. Research Methodology

15. List of Secondary Sources

16. About M14 Intelligence