중국의 승용차 ADAS(첨단 운전자 보조 시스템) 성장 기회(2023-2030년)

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