中国自主OEM ADAS与自动驾驶市场:2022年版
市场调查报告书
商品编码
1099296

中国自主OEM ADAS与自动驾驶市场:2022年版

Chinese Independent OEMs' ADAS and Autonomous Driving Report, 2022

出版日期: | 出版商: ResearchInChina | 英文 170 Pages | 商品交期: 最快1-2个工作天内

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简介目录

2021年中国自主品牌安装ADAS功能248.9万台(安装率:29.1%),同比增长69.6%,2022年1-4月同比从 63.6 万台继续增长到 88.7 万台(安装率:33.9%)。

本报告调查了中国自主OEM的ADAS和自动驾驶市场,自主品牌在中国引入ADAS的数量和比例,分类别、功能和解决方案,主要独立性。总结了概况、关联品牌的战略、路线图、商业计划、发展等。

目录

第 1 章中国自主品牌ADAS市场现状

  • 自主品牌ADAS在中国的引进数量和比例:按功能层级划分
  • 中国自主品牌结构:按ADAS级别
  • 自主品牌ADAS在中国的引进数量和比例:按功能分
  • 中国自主品牌L2/L2+ADAS的引进数量和比例:总体情况
  • 中国自主品牌L2/L2+ADAS引进数量及比例:按品牌分类
  • 中国自主品牌L2/L2.5/L2.9 ADAS引进数量:按品牌分类
  • 中国自主品牌 L2/L2.5/L2.9 ADAS 推出数量:按型号
  • 中国自主品牌L2/L2.5/L2.9 ADAS引进数量及比例:按价格
  • 中国自主品牌L2.5/L2.9 ADAS引进数量:价格+车型
  • 中国自主品牌L2.5/L2.9 ADAS引进数量及比例:价格+车型

第 2 章中国自主品牌ADAS与自动驾驶现状

  • 中国自主品牌ADAS与自动驾驶实施方案
  • L2/L2.5/L2.9 ADAS解决方案对比
  • L2.5 ADAS 状态:特性和解决方案
  • L2.9 ADAS 状态:特性和解决方案
  • 中国独立OEM合作伙伴阵营

第 3 章中国自主品牌ADAS与自动驾驶调查

  • Changan Automobile
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD 策略
    • ADAS/AD开发课程
    • ADAS/AD 路线图
    • 典型的 ADAS/AD 功能
    • ADAS/AD系统
    • ADAS/AD 技术现状
    • 自动驾驶执照考试
    • ADAS/AD 合作伙伴
    • ADAS/AD 中的动态部署
  • Great Wall Motor
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD 策略
    • ADAS/AD开发课程
    • ADAS/AD 技术现状
    • 典型的 ADAS/AD 功能
    • ADAS/AD系统
    • 自动驾驶执照考试
    • ADAS/AD 合作伙伴
    • ADAS/AD 中的动态部署
  • BYD
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD发展战略
    • ADAS/AD开发课程
    • ADAS/AD 路线图
    • D++开放平台
    • ADAS/AD系统
    • ADAS/AD 技术现状
    • 典型的 ADAS/AD 兼容模型
    • 自动驾驶执照考试
    • ADAS/AD 合作伙伴
  • FAW
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD 战略发展规划
    • ADAS/AD 技术的实施
    • ADAS/AD技术研发课程
    • ADAS/AD研发架构
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 技术现状
    • ADAS/AD负载测试
    • 与 ADAS/AD 进行投资与合作
  • Geely
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD 战略计划
    • ADAS/AD 路线图
    • ADAS/AD技术路线
    • 典型的 ADAS/AD 技术
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 技术现状
    • 自动驾驶执照考试
    • ADAS/AD 合作伙伴
    • 与 ADAS/AD 进行投资与合作
  • GAC
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD 战略计划
    • ADAS/AD 解决方案评估路线图
    • ADAS/AD系统
    • L4/L5 自动驾驶状态
    • ADAS/AD技术现状:EE架构
    • 自动驾驶测试:测试领域
    • 与 ADAS/AD 进行投资与合作
  • BAIC
    • ADAS 安装数量:按品牌/型号
    • ADAS/AD 策略
    • 自动驾驶开发课程
    • ADAS/AD 路线图
    • 典型的 ADAS/AD 兼容模型
    • 自动驾驶执照考试
    • 自动驾驶合作现状
    • ADAS/AD 中的动态部署
  • SAIC
    • ADAS 安装数量:按品牌/型号
    • 自动驾驶计划
    • 自动驾驶开发课程
    • ADAS/AD 路线图
    • 自动驾驶系统
    • 典型的 ADAS/AD 兼容模型
    • 自动驾驶执照考试
    • ADAS/AD 合作伙伴
    • ADAS/AD 中的动态部署
  • Chery
    • ADAS 安装数量:按品牌/型号
    • 情报策略
    • ADAS/AD 商业计划书
    • ADAS/AD 路线图
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 合作伙伴
    • ADAS/AD 中的动态部署
  • Dongfeng Motor
    • ADAS 安装数量:按品牌/型号
    • 自动驾驶计划
    • 自动驾驶开发课程
    • ADAS/AD 路线图
    • 典型的 ADAS/AD 兼容模型
    • ADAS/AD 技术现状
    • ADAS/AD 合作伙伴
    • ADAS/AD 中的动态部署
简介目录
Product Code: SDY011

ResearchInChina released "Chinese Independent OEMs' ADAS and Autonomous Driving Report, 2022". This report combs through and summarizes status quo (installations, installation rate), function application, market layout, development trends, etc. of leading conventional OEMs in China in the current ADAS and autonomous driving market.

Chinese independent brands plan implementation of L4 autonomous driving in 2024/2025

This report sorts out the autonomous driving development plans and product implementation of each company. In terms of L4 autonomous driving, they set almost the same goal: implementation in 2024/2025.

  • In its strategy "Smart Geely 2025", Geely proposes commercialization of L4 autonomous driving, complete mastery of L5 autonomous driving, and realization of full-stack self-development in 2025.
  • GAC will release a strategic model (AH8) in 2024, which will be based on Huawei's MDC810 platform and support L4 autonomous driving.
  • In April 2022, HAOMO.AI, an autonomous driving subsidiary of Great Wall Motor, announced its roadmap for HPilot, an intelligent driving product for passenger cars, and the plan of launching HPilot 4.0 in 2023, a product that supports L4 autonomous driving.

Following their progressive development strategy, Chinese independent brands have kept rolling out vehicle models with L0-L2.9 functions. In sales' term, their performance also shines.

Chinese independent brands have been in the battle position of L2 ADAS and launch an offensive in L2.5/2.9.

ResearchInChina's data show that Chinese independent brands had 2.489 million vehicles equipped with ADAS functions in 2021 (installation rate: 29.1%), an upsurge of 69.6% year on year; from January to April 2022, the ADAS installations sustained growth, up from 636,000 vehicles in the same period of the previous year to 887,000 units (installation rate: 33.9%). It is clear that the ADAS installation has not been hampered by negative factors such as the epidemic or chip shortage, but instead taken a big step forward.

From sub-functions, it can be seen that with the battle position in L2 ADAS, Chinese independent brands go on the offensive in L2.5/L2.9. In 2021, Chinese auto brands gradually doubled down on L2, and thus enjoyed growth in both installations and installation rate. Between January and April 2022, L2 installations soared by 118.4% on the previous year to 574,000 units, and the installation rate also reached 21.9%; the installations of L2.5 and L2.9 surged to 106,000 units, and the combined installation rate rose to 4.1%.

Around 2021, quite a few OEMs such as Changan, GWM and BYD added the lane change turn signal capability, plus TJA+ICA+LKA, enabling highway assist (HWA), which meant they stepped into L2.5 autonomous driving. Furthermore, the upgrade of HD maps and sensors empowers vehicles with the function of navigation guided pilot (NGP) or navigate on pilot (NOP), realizing the L2.9 autonomous driving function. Examples include WEY Mocha, Lynk & Co 01EM-F and new ARCFOXαS HI version.

BYD is way ahead in L2 ADAS market, and local suppliers follow local OEMs to rise.

As of April 2022, among all the Chinese independent competitors (including emerging carmakers), 47 and 14 brands have delivered L2 and L2.5 models to users, respectively, of which BYD, Haval and Geely were at the forefront.

Entering 2022, BYD still gains popularity in market, becoming a sought-after brand among multiple consumers. The average monthly installations of L2 in Song PLUS and Han models outnumber 10,000, helping BYD to claim the top spot on the OEMs' ranking list by L2 installations.

The boom of Chinese independent OEMs in the L2 passenger car market has also boosted local L2 suppliers, among which HAOMO.AI, Jingwei HiRain Technologies, Hongjing Drive and Freetech among others lead the way.

In the L2.5 camp, there are few companies, 14 in total, having actually delivered cars to users, of which 5 are conventional brands. From both installations and installation rate, it can be said that GWM WEY is an outstanding typical conventional automaker in L2.5.

Thanks to the full-stack self-development of autonomous driving algorithms of Great Wall Motor's autonomous driving subsidiary HAOMO.AI, the full range of WEY Mocha models rolled out in May 2021 carry standard L2.5 functions, gaining the lead in the industry. In addition, in April 2022 BYD introduced 2022 Han, a model equipped with highway assist (HWA) and interactive lane change assist (ILCA) systems. This model is expected to be a trump card for BYD to forge into the L2.5 market.

Table of Contents

1 Status Quo of Chinese Independent Brands' ADAS Market

  • 1.1 ADAS Installations and Installation Rate of Chinese Independent Brands: By Function Level
  • 1.2 Structure of Chinese Independent Brands by ADAS Level
  • 1.3 ADAS Installations and Installation Rate of Chinese Independent Brands: By Function
  • 1.4 L2/L2+ ADAS Installations and Installation Rate of Chinese Independent Brands: Overall Situation
  • 1.5 L2/L2+ ADAS Installations and Installation Rate of Chinese Independent Brands: By Brand
  • 1.6 L2/L2.5/L2.9 ADAS Installations of Chinese Independent Brands: By Brand
  • 1.7 L2/L2.5/L2.9 ADAS Installations of Chinese Independent Brands: By Model
  • 1.8 L2/L2.5/L2.9 ADAS Installations and Installation Rate of Chinese Independent Brands: By Price
  • 1.9 L2.5/L2.9 ADAS Installations of Chinese Independent Brands: By Price + Model
  • 1.10 L2.5/L2.9 ADAS Installations and Installation Rate of Chinese Independent Brands: By Price + Model

2 ADAS and Autonomous Driving Layout of Chinese Independent Brands

  • 2.1 ADAS and Autonomous Driving Implementation Plan of Chinese Independent Brands
  • 2.2 Comparison of L2/L2.5/L2.9 ADAS Solutions
  • 2.3 L2.5 ADAS Layout: Functions and Solutions
  • 2.4 L2.9 ADAS Layout: Functions and Solutions
  • 2.5 Partner Camps of Chinese Independent OEMs

3 Research on ADAS/Autonomous Driving of Chinese Independent Brands

  • 3.1 Changan Automobile
    • 3.1.1 ADAS Installation (by Brand/Model)
    • 3.1.2 ADAS/AD Strategy
    • 3.1.3 Development Course of ADAS/AD
    • 3.1.4 ADAS/AD Roadmap
    • 3.1.5 Typical ADAS/AD Functions
    • 3.1.6 ADAS/AD System
    • 3.1.7 ADAS/AD Technology Layout
    • 3.1.8 Autonomous Driving Tests
    • 3.1.9 ADAS/AD Partners
    • 3.1.10 Dynamic Deployments in ADAS/AD
  • 3.2 Great Wall Motor
    • 3.2.1 ADAS Installation (by Brand/Model)
    • 3.2.2 ADAS/AD Strategy
    • 3.2.3 Development Course of ADAS/AD
    • 3.2.4 ADAS/AD Technology Layout
    • 3.2.5 Typical ADAS/AD Functions
    • 3.2.6 ADAS/AD System
    • 3.2.7 Autonomous Driving Tests
    • 3.2.8 ADAS/AD Partners
    • 3.2.9 Dynamic Deployments in ADAS/AD
  • 3.3 BYD
    • 3.3.1 ADAS Installation (by Brand/Model)
    • 3.3.2 ADAS/AD Development Strategy
    • 3.3.3 Development Course of ADAS/AD
    • 3.3.4 ADAS/AD Roadmap
    • 3.3.5 D++ Open Platform
    • 3.3.6 ADAS/AD System
    • 3.3.7 ADAS/AD Technology Layout
    • 3.3.8 Typical ADAS/AD-Enabled Models
    • 3.3.9 Autonomous Driving Tests
    • 3.3.10 ADAS/AD Partners
  • 3.4 FAW
    • 3.4.1 ADAS Installation (by Brand/Model)
    • 3.4.2 ADAS/AD Strategic Development Plan
    • 3.4.3 Implementation of ADAS/AD Technology
    • 3.4.4 R&D Course of ADAS/AD Technology
    • 3.4.5 ADAS/AD R&D Architecture
    • 3.4.6 Typical ADAS/AD-Enabled Models
    • 3.4.7 ADAS/AD Technology Layout
    • 3.4.8 ADAS/AD Road Tests
    • 3.4.9 Investment and Cooperation in ADAS/AD
  • 3.5 Geely
    • 3.5.1 ADAS Installation (by Brand/Model)
    • 3.5.2 ADAS/AD Strategic Plan
    • 3.5.3 ADAS/AD Roadmap
    • 3.5.4 ADAS/AD Technology Route
    • 3.5.5 Typical ADAS/AD Technologies
    • 3.5.6 Typical ADAS/AD-Enabled Models
    • 3.5.7 ADAS/AD Technology Layout
    • 3.5.8 Autonomous Driving Tests
    • 3.5.9 ADAS/AD Partners
    • 3.5.10 Investment and Cooperation in ADAS/AD
  • 3.6 GAC
    • 3.6.1 ADAS Installation (by Brand/Model)
    • 3.6.2 ADAS/AD Strategy Plan
    • 3.6.3 Evaluation Roadmap of ADAS/AD Solution
    • 3.6.4 ADAS/AD System
    • 3.6.5 Layout of L4/L5 Autonomous Driving
    • 3.6.6 ADAS/AD Technology Layout: EE Architecture
    • 3.6.7 Autonomous Driving Test: Test Field
    • 3.6.8 Investment and Cooperation in ADAS/AD
  • 3.7 BAIC
    • 3.7.1 ADAS Installation (by Brand/Model)
    • 3.7.2 ADAS/AD Strategy
    • 3.7.3 Development Course of Autonomous Driving
    • 3.7.4 ADAS/AD Roadmap
    • 3.7.5 Typical ADAS/AD-Enabled Models
    • 3.7.6 Autonomous Driving Tests
    • 3.7.7 Autonomous Driving Cooperation Layout
    • 3.7.8 Dynamic Deployments in ADAS/AD
  • 3.8 SAIC
    • 3.8.1 ADAS Installation (by Brand/Model)
    • 3.8.2 Autonomous Driving Plan
    • 3.8.3 Development Course of Autonomous Driving
    • 3.8.4 ADAS/AD Roadmap
    • 3.8.5 Autonomous Driving System
    • 3.8.6 Typical ADAS/AD-Enabled Models
    • 3.8.7 Autonomous Driving Road Tests
    • 3.8.8 ADAS/AD Partners
    • 3.8.9 Dynamic Deployments in ADAS/AD
  • 3.9 Chery
    • 3.9.1 ADAS Installation (by Brand/Model)
    • 3.9.2 Intelligence Strategy
    • 3.9.3 ADAS/AD Business Plan
    • 3.9.4 ADAS/AD Roadmap
    • 3.9.5 Chery Vehicles Carry Unlimited AI's L2.99 Intelligent Driving Domain Controller
    • 3.9.6 Typical ADAS/AD-Enabled Models
    • 3.9.7 ADAS/AD Partners
    • 3.9.8 Dynamic Deployments in ADAS/AD
  • 3.10 Dongfeng Motor
    • 3.10.1 ADAS Installation (by Brand/Model)
    • 3.10.2 Autonomous Driving Plan
    • 3.10.3 Development Course of Autonomous Driving
    • 3.10.4 ADAS/AD Roadmap
    • 3.10.5 Typical ADAS/AD-Enabled Models
    • 3.10.6 ADAS/AD Technology Layout
    • 3.10.7 ADAS/AD Partners
    • 3.10.8 Dynamic Deployments in ADAS/AD