汽车智慧外装市场（2024年）

1.2030年，中国新能源客车外装市场规模预计将突破1,500亿元。

在电动化、智慧化趋势下，智慧外装在中国客车的渗透率不断上升。根据一项估计，2023年渗透率为10.4%，预计2030年将达到20.8%。

智慧外装每辆车的内容量比传统外装更高。

传统外装成本每辆车2000元左右（不含头灯），主要是保险桿、外后视镜、密封条、轮圈饰件等。加上头灯的成本（LED头灯每辆车售价2800至3800元），每辆车的外装成本约为5000元。

在智慧化的进程中，外部设备的数量迅速增加。例如，数位格栅的强度是普通格栅的10倍以上，雷射大灯的强度是LED大灯的3倍以上，隐藏式电动门把的强度是普通门把的6.7倍。整体来看，每辆车智慧外装的内容量是传统外装的5倍以上，这意味着每辆车的成本为1万元（不含头灯），加上头灯后每辆车的内容量将超过2万。

新能源客车发展智慧外装。ResearchInChina预计，2024年中国新能源客车外装市场规模将达675.5亿元，其中智慧外装规模将达250.5亿元，占37.1%。预计2030年中国新能源客车外装市场规模将达到1,531.9亿元，其中智慧外装预计将占据50%以上的市场占有率。

2.在智慧化的趋势下，一些传统的外装被智慧型所取代。

在外装智慧化的趋势下，一些传统零件将逐渐被智慧型取代，非外装设计也将出现。

（1）无B柱设计

无B柱设计通常是无B柱+铰链门设计。不仅车门开口有仪式感，车门开口大（最大开口超过1m），上下车也很方便。不使用B柱的设计在市场上引起了很多关注，特别是在重视其便利性和空间利用率的家庭和商业用户中。

预定于2024年下半年发表的Zeekr MIX采用无B柱设计。透过取消B柱，Zeekr MIX的车门开启面积可以进一步扩大，增加车内空间的开放感和灵活性，并增加车内布局的自由度。

（2）无门把设计

隐藏式门把有利有弊，这里是无门把解决方案。

无钥匙进入趋势允许无门把设计。无门把设计是为使用者解锁和进出汽车而开发的全新解决方案。无线感应解锁技术和电动门系统经常被应用。当用户携带智慧钥匙或透过手机应用程式允许汽车解锁时，控制单元收到命令后会触发车门内建电动执行器的操作，车门将自动弹出或它以设定的角度滑动，方便用户上下车。

2024年4月，Jiyue 07在Auto China上发表。采用无门把设计。此外，Jiyue 07还配备了智慧感应电动门，可一键开启，实现更智慧的开关门。

本报告针对中国汽车智慧外装市场进行研究分析，提供各类汽车智慧外装保有量、市场规模、供应商策略、发展趋势等资讯。

目录

第1章 汽车智慧外装市场概述

• 汽车外部智能
• 智慧外装的定义与范围
• 智慧外装普及率
• 每辆车的外部金额
• 汽车外装市场规模
• 汽车外装件竞争格局
• 消费者对汽车智慧外装的偏好（1）
• 消费者对汽车智慧外装的偏好（2）
• 消费者对汽车智慧外装的偏好（3）
• 消费者对汽车智慧外装的偏好（4）
• 智慧外装构成车辆外部互动的中心体

第2章 数位格栅市场

• 数位格栅简介
• 数位格栅发展历程
• 主动式格栅百叶窗
• 发光互动式格栅
• 汽车格栅专利统计

第3章 隐藏的电动门把市场

• 隐藏式电动门把的定义
• 隐藏式电动门把的分类
• 隐藏式电动门把的安装数量和比率
• 安装的隐藏式电动门把数量：依品牌和型号分类
• 隐藏式电动门把的数量：依价格范围划分
• 隐藏式电动门把的成本估算
• 隐藏式电动门把的市场规模
• 隐藏式电动门把供应商及竞争格局
• 隐藏式电动门把模型案例
• 隐藏式门把的发展趋势

第4章 智慧充电闸市场

• 智慧充电闸介绍
• 智慧充电闸的特点
• 充电闸数量及安装率
• 充电站分布：依价格范围
• 量产车型搭载智慧充电闸
• 智慧充电闸位置和类型
• 智慧充电闸供应商
• 智慧充电闸的趋势

第5章 智慧车灯市场

• 智慧头灯的发展历程
• 第一代汽车车头灯市场
• 第二代汽车头灯市场
• 第三代智慧头灯技术路径
• 第三代智慧头灯市场：像素/雷射头灯安装数量及渗透率
• 光互动功能安装数量及渗透率
• DLP 车头灯
• 微型 LED
• 液晶大灯
• 智慧车头灯技术的趋势

第6章 车身气氛照明及其他市场

• 车身环境照明简介
• 车辆气氛灯安装率
• 有关间接照明的规定
• 投影机灯
• 发光标誌、智慧车标誌
• 智慧B柱
• 智慧玻璃
• 电子外后视镜

第7章 OEM智慧外装安装策略

• Zeekr
• BMW
• Cadillac
• Xiaomi Auto
• Mercedes-Benz
• Chery
• BYD
• Geely
• Dongfeng

第8章 汽车智慧外装供应商

• Minth Group
• Magna
• Hyundai Mobis
• HASCO Vision
• ITW
• Yanfeng Plastic Omnium (YFPO)
• Hella
• Foshan Electrical and Lighting (FSL)
• Marelli
• Valeo

第9章 汽车智慧外装总结及趋势

• OEM智慧外装解决方案摘要
• 供应商智慧外装解决方案摘要
• 外部市场发展特性概述
• 趋势 1
• 趋势 2
• 趋势 3
• 趋势 4
• 趋势 5
• 趋势 6
• 消失的外装

Research on automotive smart exteriors: in the trend towards electrification and intelligence, which exteriors will be replaced by intelligence?

The Automotive Smart Exteriors Research Report, 2024 released by ResearchInChina analyzes and studies the installation, market size, content-per-car value, competitive pattern, suppliers' strategy, OEMs' strategy, and development trends of various automotive smart exteriors.

The research covers the following:

Digital grille: digital grille (application scenarios and development history); active grille shutter (installations and installation rate, distribution by price range, and competitive pattern); luminous interactive grille (installations and installation rate, market size, supplier pattern, etc.).

Smart charging gate: features, installation, vehicle model cases, suppliers, development trends, etc.

Hidden door handle: categories, system costs, installation, market size, vehicle model cases, suppliers and competitive pattern, development trends, etc.

Intelligent headlight: development history, main technology routes, installations, penetration rate, vehicle model cases, suppliers, etc.

Body ambient lighting: various body ambient lights, luminous LOGO, application scenarios of projector lamp, installation rate, application cases, etc.

Smart B-pillar: features, vehicle model cases, etc.

Smart glass: features, new applications and trends, etc.

Electronic exterior rearview mirror: features, vehicle model cases, development trends, etc.

1. In 2030, China's new energy passenger car exteriors market will be valued at more than RMB150 billion.

In the trend towards electrification and intelligence, the penetration rate of smart exteriors in passenger cars in China is on the rise. By one estimate, the penetration rate was 10.4% in 2023 and is expected to reach 20.8% in 2030.

Compared with traditional exteriors, smart exteriors boast higher content-per-car value.

The cost of traditional exteriors is about RMB2,000 per car (excluding headlights), largely for bumpers, exterior rearview mirrors, sealing strips, and wheel trims. If the cost of headlights is added (by RMB2,800-3,800 for LED headlights per car), the cost of exteriors per car will be around RMB5,000.

In the intelligent upgrade process, the value of exteriors has surged. For example, the digital grille is more than 10 times the ordinary grille, the laser headlight is more than 3 times the LED headlight, and the hidden electric door handle is 6.7 times the ordinary door handle. Overall, the content value of smart exteriors per car will be more than 5 times traditional exteriors, that is, the cost per car is RMB10,000 (excluding headlights), and plus headlights, the content-per-car value is higher than RMB20,000.

New energy passenger cars pioneer smart exteriors. On ResearchInChina's estimate, China's new energy passenger car exteriors market will be worth RMB67.55 billion in 2024, of which smart exteriors will be valued at RMB25.05 billion, accounting for 37.1%. It is predicted that China's new energy passenger car exteriors market will be valued at RMB153.19 billion in 2030, of which smart exteriors will take an over 50% share.

2. In the trend towards intelligence, some traditional exteriors are being replaced by intelligence.

As exteriors tend to be smart, some traditional components will gradually be replaced by intelligence, and even non-exterior designs will appear.

1) Non-B pillar design

The non-B pillar design is usually a non-B pillar + hinged door design. Not only is the door opening full of sense of ritual, but the extra-wide door opening (maximum opening of more than 1m) makes it more convenient for users to get on and off the car. The non-B pillar design has received much attention in the market, especially from household and business users who appreciate the convenience and space utilization of this design.

Zeekr MIX, to be launched in the second half of 2024, adopts a non-B pillar design. The removal of B-pillar can further expand the opening area of Zeekr MIX's doors, enhance the airy and open feel and flexibility of the car's interior space, and make the car's interior layout more flexible.

2) Non-door handle design

Hidden door handles are quite controversial, and non-door handle solutions then come out.

In the keyless entry trend, non-door handle design becomes possible. Non-door handle design is a new solution developed for users to unlock and get in and off cars. It often applies wireless inductive unlocking technology and power door system. When the user carries the smart key or authorizes the car via the mobile phone APP to unlock, the control unit triggers the operation of the built-in electric actuator of the door after receiving the command, so that the door automatically pops out or slides at a preset angle, so as to facilitate the user's entry.

In April 2024, Jiyue 07 was unveiled at the Auto China. It adopts a non-door handle design. In addition, Jiyue 07 is also equipped with intelligent inductive power doors, allowing the user to open the door with one button and enabling more intelligent door opening.

3) Non-grille design

The original intention of grille design was to meet the engine's need for air intake and heat dissipation. As new energy vehicles develop, this demand has become much weaker. Non-grille design will become a trend in the future.

At the Tokyo Motor Show in November 2023, Nissan's first all-electric crossover concept car Hyper Urban removed its typical V-Motion grille. This means that in the wave of electrification transformation, Nissan begins to use a non-grille design.

4) Hidden antenna design

Automotive antennas tend to be miniaturized and integrated, and hidden design is one of its future development directions.

The significance of hidden antennas is that the introduction of antennas does not affect the appearance of the vehicle body, that is, they are hidden somewhere on the body. Hidden design requires overall consideration of what types of antennas are used and how to simplify antenna deployment on the vehicle body.

5) Non-rearview mirror design

In current stage, the camera of the electronic exterior rearview mirror is installed in the positions similar to ADAS, mainly on the traditional exterior rearview mirror or at the rear of the vehicle. There is also overlap between the functions of the two, such as blind spot detection and lane change assist based on side cameras. At present, one direction of OEMs to achieve overall cost reduction is reuse of ADAS cameras. From the perspective of field of view, the two have the possibility of reuse. In this period, the camera of the electronic exterior rearview mirror still lies in the traditional positions.

In the future, as traditional rearview mirrors disappear, electronic exterior rearview mirrors will only exist for the purpose of installing cameras, and become much less necessary. Some OEM once mentioned its vision of the future electronic rearview mirror solution in which the camera is expected to be moved to the side of the front hood (position 2. in the figure below) or the top corner of the window (position 3. in the figure below). By then, the "non-rearview mirror" design will be realized.

Table of Contents

1. Overview of Automotive Smart Exteriors Market

• 1.1 Intelligence of Automotive Exteriors
• 1.2 Definition and Scope of Smart Exteriors
• 1.3 Penetration Rate of Smart Exteriors
• 1.4 Content-per-car Value of Exteriors
• 1.5 Automotive Exteriors Market Size
• 1.6 Competitive Pattern of Automotive Exteriors
• 1.7 Consumer Preferences for Automotive Smart Exteriors (1)
• 1.7 Consumer Preferences for Automotive Smart Exteriors (2)
• 1.7 Consumer Preferences for Automotive Smart Exteriors (3)
• 1.7 Consumer Preferences for Automotive Smart Exteriors (4)
• 1.8 Smart Exteriors Constitute the Main External Interaction Body for Vehicles

2. Digital Grille Market

• 2.1 Introduction to Digital Grille
• 2.2 Development History of Digital Grille
• 2.3 Active Grille Shutter
  • 2.3.1 Installations and Installation Rate of Active Grille Shutters
  • 2.3.2 Distribution of Active Grille Shutters by Price Range
  • 2.3.3 Competitive Pattern of Active Grille Shutter
• 2.4 Luminous Interactive Grille
  • 2.4.1 Installations and Installation Rate of Luminous Interactive Grille
  • 2.4.2 Luminous Interactive Grille Market Size
  • 2.4.3 Luminous Interactive Grille Application by OEMs
  • 2.4.4 Summary of Luminous Interactive Grille Suppliers
  • 2.4.5 Competitive Pattern of Luminous Interactive Grille Suppliers
• 2.5 Statistics for Automotive Grille Patents
  • 2.5.1 Ranking of Suppliers and OEMs by Automobile Grille Patent
  • 2.5.2 Keywords of Automotive Grille Patents

3. Hidden Electric Door Handle Market

• 3.1 Definition of Hidden Electric Door Handle
• 3.2 Classification of Hidden Electric Door Handles
• 3.3 Installations and Installation Rate of Hidden Electric Door Handles
• 3.4 Installation of Hidden Electric Door Handles by Brand and Model
• 3.5 Installation of Hidden Electric Door Handles by Price Range
• 3.6 Cost Estimation of Hidden Electric Door Handle
• 3.7 Hidden Electric Door Handle Market Size
• 3.8 Suppliers and Competitive Pattern of Hidden Electric Door Handle
• 3.9 Hidden Electric Door Handle Model Cases
• 3.10 Development Trends of Hidden Door Handle

4. Smart Charging Gate Market

• 4.1 Introduction to Smart Charging Gate
• 4.2 Features of Smart Charging Gate
• 4.3 Installations and Installation Rate of Electric Charging Gates
• 4.4 Distribution of Electric Charging Gates by Price Range
• 4.5 Production Models with Smart Charging Gate
• 4.6 Location and Type of Smart Charging Gate
• 4.7 Smart Charging Gate Suppliers
• 4.8 Trends of Smart Charging Gate

5. Intelligent Headlight Market

• 5.1 Development History of Intelligent Headlights
• 5.2 1st Generation Automotive Headlight Market
• 5.3 2nd Generation Automotive Headlight Market
• 5.4 3rd Generation Intelligent Headlight Technology Route
• 5.5 3rd Generation Intelligent Headlight Market: Installations and Penetration Rate of Pixel/Laser Headlights
• 5.6 Installations and Penetration Rate of Light Interaction Function
• 5.7 DLP Headlight
  • 5.7.1 Advantages of DLP Headlights
  • 5.7.2 Summary of Models Equipped with DLP Headlights
  • 5.7.3 Models Equipped with DLP
  • 5.7.4 Summary of DLP Headlight Suppliers
• 5.8 Micro LED
  • 5.8.1 Summary of Models Equipped with Micro LED
  • 5.8.2 Models Equipped with Micro LED
  • 5.8.3 Summary of Micro LED Suppliers
• 5.9 LCD Headlight
• 5.10 Intelligent Headlight Technology Trends

6. Vehicle Body Ambient Lighting and Other Markets

• 6.1 Introduction to Vehicle Body Ambient Lighting
• 6.2 Installation Rate of Vehicle Body Ambient Lighting
• 6.3 Regulations on Ambient Lighting
• 6.4 Projector Lamp
  • 6.4.1 Features of Film Lens Projector Lamp
  • 6.4.2 Features of MLA Projector Lamp
• 6.5 Luminous LOGO and Intelligent Vehicle LOGO
  • 6.5.1 Installations and Installation Rate of Luminous LOGO
  • 6.5.2 Characteristics of Luminous LOGO and Intelligent Vehicle LOGO Application by OEMs
• 6.6 Smart B-pillar
  • 6.6.1 Application Characteristics of Smart B-pillar (1)
  • 6.6.2 Application Characteristics of Smart B-pillar (2)
  • 6.6.3 Smart B-pillar Models Supported by Fuyao
• 6.7 Smart Glass
  • 6.7.1 Application of Smart Glass (1)
  • 6.7.2 Application of Smart Glass (2)
  • 6.7.3 Application of Smart Glass (3)
  • 6.7.4 Application of Smart Glass (4)
  • 6.7.5 Application Trends of Smart Glass
• 6.8 Electronic Exterior Rearview Mirror

7. Smart Exterior Installation Strategies of OEMs

• 7.1 Zeekr
  • 7.1.1 Smart Exterior Installation Strategy
  • 7.1.2 Smart Exterior Vehicle Model Cases (1)
  • 7.1.3 Smart Exterior Vehicle Model Cases (2)
  • 7.1.4 Smart Exterior Vehicle Model Cases (3)
  • 7.1.5 Smart Exterior Vehicle Model Cases (4)
• 7.2 smart
  • 7.2.1 Smart Exterior Installation Strategy
  • 7.2.2 Smart Exterior Vehicle Model Cases (1)
  • 7.2.3 Smart Exterior Vehicle Model Cases (2)
• 7.3 BMW
  • 7.3.1 Smart Exterior Installation Strategy
  • 7.3.2 Smart Exterior Vehicle Model Cases
• 7.4 Cadillac
  • 7.4.1 Smart Exterior Installation Strategy
  • 7.4.2 Smart Exterior Vehicle Model Cases (1)
  • 7.4.3 Smart Exterior Vehicle Model Cases (2)
• 7.5 Xiaomi Auto
  • 7.5.1 Smart Exterior Installation Strategy
  • 7.5.2 Smart Exterior Vehicle Model Cases (1)
  • 7.5.3 Smart Exterior Vehicle Model Cases (2)
• 7.6 Mercedes-Benz
  • 7.6.1 Smart Exterior Installation Strategy
  • 7.6.2 Smart Exterior Vehicle Model Cases
• 7.7 Chery
  • 7.7.1 Smart Exterior Installation Strategy
  • 7.7.2 Smart Exterior Vehicle Model Cases
• 7.8 BYD
  • 7.8.1 Smart Exterior Installation Strategy
  • 7.8.2 Smart Exterior Vehicle Model Cases (1)
  • 7.8.3 Smart Exterior Vehicle Model Cases (2)
  • 7.8.4 Smart Exterior Vehicle Model Cases (3)
• 7.9 Geely
  • 7.9.1 Smart Exterior Installation Strategy
  • 7.9.2 Smart Exterior Vehicle Model Cases (1)
  • 7.9.3 Smart Exterior Vehicle Model Cases (2)
• 7.10 Dongfeng
  • 7.10.1 Smart Exterior Installation Strategy
  • 7.10.2 Smart Exterior Vehicle Model Cases (1)
  • 7.10.3 Smart Exterior Vehicle Model Cases (2)
  • 7.10.4 Smart Exterior Vehicle Model Cases (3)

8. Automotive Smart Exteriors Suppliers

• 8.1 Minth Group
  • 8.1.1 Smart Exterior Layout
  • 8.1.2 Smart Exteriors (1)
  • 8.1.3 Smart Exteriors (2)
  • 8.1.4 Smart Exteriors (3)
  • 8.1.5 Smart Exterior Application Cases
  • 8.1.6 Dynamics in Smart Exterior Cooperation (1)
  • 8.1.7 Dynamics in Smart Exterior Cooperation (2)
  • 8.1.8 Other Dynamics in Smart Exteriors
  • 8.1.9 Supporting of Smart Exteriors
• 8.2 Magna
  • 8.2.1 Profile
  • 8.2.2 Smart Exterior Layout
  • 8.2.3 Smart Exteriors (1)
  • 8.2.4 Smart Exteriors (2)
  • 8.2.5 Smart Exteriors (3)
• 8.3 Hyundai Mobis
  • 8.3.1 Profile
  • 8.3.2 Global Layout
  • 8.3.3 Smart Exterior Layout
  • 8.3.4 Deployments in Smart Exteriors
  • 8.3.5 Smart Exteriors (1)
  • 8.3.6 Smart Exteriors (2)
  • 8.3.7 Smart Exteriors (3)
  • 8.3.8 Smart Exteriors (4)
• 8.4 HASCO Vision
  • 8.4.1 Profile
  • 8.4.2 Development History and Financial Data
  • 8.4.3 Smart Exteriors (1)
  • 8.4.4 Smart Exteriors (2)
  • 8.4.5 Smart Exteriors (3)
  • 8.4.6 Smart Exterior Application Cases (1)
  • 8.4.7 Smart Exterior Application Cases (2)
• 8.5 ITW
  • 8.5.1 Profile
  • 8.5.2 Smart Exterior Business Layout
  • 8.5.3 Smart Exteriors (1)
  • 8.5.4 Smart Exteriors (2)
• 8.6 Yanfeng Plastic Omnium (YFPO)
  • 8.6.1 Profile
  • 8.6.2 Development History
  • 8.6.3 Smart Exteriors (1)
  • 8.6.4 Smart Exteriors (2)
  • 8.6.5 Dynamics in Smart Exterior Cooperation
• 8.7 Hella
  • 8.7.1 Profile
  • 8.7.2 Operation
  • 8.7.3 Development History of Automotive Lighting Technology
  • 8.7.4 Development History in China
  • 8.7.5 Layout in China
  • 8.7.6 Smart Exteriors (1)
  • 8.7.7 Smart Exteriors (2)
  • 8.7.8 Smart Exteriors (3)
• 8.8 Foshan Electrical and Lighting (FSL)
  • 8.8.1 Profile
  • 8.8.2 Finance and Equity
  • 8.8.3 Smart Exterior Layout
  • 8.8.4 Subsidiary Nanning Liaowang Auto Lamp
  • 8.8.5 Smart Exterior Layout of Nanning Liaowang Auto Lamp
  • 8.8.6 Smart Exteriors of Nanning Liaowang Auto Lamp
  • 8.8.7 Subsidiary Foshan NationStar Optoelectronics
• 8.9 Marelli
  • 8.9.1 Profile
  • 8.9.2 Development History of Smart Exteriors
  • 8.9.3 Smart Exterior Layout and Cooperative Customers
  • 8.9.4 Smart Exteriors (1)
  • 8.9.5 Smart Exteriors (2)
  • 8.9.6 Smart Exteriors (3)
  • 8.9.7 Smart Exteriors (4)
  • 8.9.8 Latest Products in Smart Exteriors
• 8.10 Valeo
  • 8.10.1 Profile
  • 8.10.2 Development History of Smart Exteriors
  • 8.10.3 Layout in China
  • 8.10.4 Smart Exteriors (1)
  • 8.10.5 Smart Exteriors (2)
  • 8.10.6 Smart Exteriors (3)
  • 8.10.7 Smart Exterior Application Cases

9. Summary and Trends of Automotive Smart Exteriors

• 9.1 Summary of Smart Exterior Solutions of OEMs
• 9.2 Summary of Smart Exterior Solutions of Suppliers
• 9.3 Summary of Development Characteristics of Exteriors Market
• 9.4 Trend 1
• 9.5 Trend 2
• 9.6 Trend 3
• 9.7 Trend 4
• 9.8 Trend 5
• 9.9 Trend 6
• 9.10 Disappearing Exteriors
  • 9.10.1 Disappearing Exteriors (1)
  • 9.10.2 Disappearing Exteriors (2)
  • 9.10.3 Disappearing Exteriors (3)
  • 9.10.4 Disappearing Exteriors (4)
  • 9.10.5 Disappearing Exteriors (5)