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Auto Shanghai 2023 : 분석 리포트

Analysis Report on Auto Shanghai 2023

발행일: | 리서치사: ResearchInChina | 페이지 정보: 영문 135 Pages | 배송안내 : 1-2일 (영업일 기준)


※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

Auto Shanghai 2023의 지능형 혁신 동향을 분석하고 OEM에 관한 14 동향, 콕핏에 관한 24 동향, 지능형 드라이브에 관한 24 동향, 지능형 섀시에 관한 7 동향, 전동화에 관한 6 동향을 포함한 75 동향을 정리하고, 10개의 동향 사례와 함께 해설하고 있습니다.

목차

Auto Shanghai 2023의 서론

제1장 Auto Shanghai 2023에서 OEM의 혁신 동향

  • OEM이 발매한 신차종
  • 신규 브랜드
  • 중국의 독립계 브랜드
  • 합작 브랜드

제2장 Auto Shanghai 2023에서의 지능형 콕핏 동향

  • 콕핏 동향 1 : 콕핏과 구동의 통합은 연구개발의 우선사항이 되고 있으며, 2024-2025년 차량에 탑재 예정
  • 콕핏 동향 2 : AR-HUD가 매력적 분야가 된다.
  • 콕핏 동향 3
  • 콕핏 동향 4 : 차밖 전자 백미러 양산의 개시
  • 콕핏 동향 5
  • 콕핏 동향 6
  • 콕핏 동향 7
  • 콕핏 동향 8
  • 콕핏 동향 9
  • 콕핏 동향 10
  • 콕핏 동향 11
  • 콕핏 동향 12
  • 콕핏 동향 13
  • 콕핏 동향 14
  • 콕핏 동향 15
  • 콕핏 동향 16
  • 콕핏 동향 17 : AI 기반 모델이 콕핏으로 이용 가능하게 되며, 복수의 브랜드가 AI 비서를 발표
  • 콕핏 동향 18
  • 콕핏 동향 19
  • 콕핏 동향 20
  • 콕핏 동향 21
  • 콕핏 동향 22
  • 콕핏 동향 23
  • 콕핏 동향 24 : 자동차용 디스플레이의 새로운 핫스팟 - 아이트래킹 테크놀러지

제3장 Auto Shanghai 2023에서의 지능형 드라이빙 동향

  • 지능형 드라이빙 동향 1 : 듀얼 칩 운전·주차 통합 솔루션이 싱글 SoC 솔루션으로 업그레이드 되어 업계의 경쟁이 격화
  • 지능형 드라이빙 동향 2
  • 지능형 드라이빙 동향 3 : 지능형 드라이빙 칩의 로컬리제이션 프로세스가 가속
    • 지능형 드라이빙 동향 4
    • 지능형 드라이빙 동향 5
    • 지능형 드라이빙 동향 6
    • 지능형 드라이빙 동향 7 : Horizon Journey 5가 국제적인 Tier 1 대기업별 지능형 드라이빙 플랫폼의 메인 컨트롤 칩으로서 선택되었다.
    • 지능형 드라이빙 동향 8
    • 지능형 드라이빙 동향 9
  • 센서 동향
    • 지능형 드라이빙 동향 10 : 8 MP 전방 카메라가 대량으로 발매(케이스 1)
    • 지능형 드라이빙 동향 10 : 8 MP 전방 카메라가 대량 투입(케이스 2)
    • 지능형 드라이빙 동향 10 : 8 MP 전방 카메라가 대량으로 발매(케이스 3)
    • 지능형 드라이빙 동향 11
    • 지능형 드라이빙 동향 12
    • 지능형 드라이빙 동향 13
    • 지능형 드라이빙 동향 14 : LiDAR의 소형화와 통합
    • 지능형 드라이빙 동향 15
  • 지능형 드라이빙 동향 16
  • 지능형·드라이빙·동향 17 : 콕핏과 드라이빙 통합의 초기 단계에서 '멀티칩 콤비네이션' 전략이 채택된다.
  • 지능형 드라이빙 동향 18
  • 지능형 드라이빙 동향 19
  • 지능형 드라이빙 동향 20
  • 지능형 드라이빙 동향 21
  • 지능형 드라이빙 동향 22
  • 지능형 드라이빙 동향 23
  • 지능형 드라이빙 동향 24

제4장 Auto Shanghai 2023에서의 섀시 인텔리전스 동향

  • 섀시의 동향 1 : 로컬 Tier 1 공급업체가 원 박스 X-by-Wire 제품을 릴리스 또는 업데이트
  • 섀시 동향 2
  • 섀시 동향 3
  • 섀시 동향 4 : 섀시 도메인 컨트롤러에는 많은 기능이 통합
  • 섀시 동향 5
  • 섀시 동향 6
  • 섀시 동향 7

제5장 Auto Shanghai 2023에서의 전동화 동향

  • 전동화 동향 1
  • 전동화 동향 2
  • 전동화 동향 3
  • 전동화 동향 4
  • 전동화 동향 5
  • 전동화 동향 6
KSA 23.05.26

Analysis on 75 Trends at Auto Shanghai 2023: Unprecedented Prosperity of Intelligent Cockpits and Intelligent Driving Ecology

After analyzing the intelligent innovation trends at the Auto Shanghai 2023, ResearchInChina summarized 75 trends, including 14 trends about OEMs, 24 trends about cockpits, 24 trends about intelligent driving, 7 trends about intelligent chassis and 6 trends about electrification. This report illustrates 10 trends with examples.

Emerging brands compete with each other fiercely in the arena of city NOA, conventional Chinese independent brands give domestic Tier 1 suppliers scope for growth, while joint venture brands are striving to catch up with them.

The "involution" of emerging brands in vehicle display intensifies. They tend more to create all-scenario interaction experience through integrated display, large display, rear screens and AR-HUD. The multi-screen and large-screen trend becomes clearer. By keeping improving their self-developed IVI systems, emerging carmakers offer intelligent differentiated experience in terms of multi-modal interaction, ecosystem services and scenario engines. Regarding intelligent driving, Xpeng, NIO and AITO will apply the city NOA function on large scale in 2023.

Conventional Chinese independent brands are keen on innovation as well, but they generally achieve intelligent upgrades on car models by way cooperating with domestic Tier 1 suppliers. The foreign decision-makers of joint venture automakers who have learned lessons at the Auto Shanghai are expected to increase investment in intelligence and electrification, thereby bringing more opportunities to domestic Tier 1 suppliers.

Trend 1: Cockpit-driving integration has become a R&D priority, and is expected to be available to vehicles during 2024-2025.

Since 2022, NVIDIA and Qualcomm among others have taken the lead in mass-producing cockpit-driving integrated chips. Bosch, ZF, Desay SV, Hangsheng Electronics and SAIC Z-ONE have also released cockpit-driving integrated domain controllers and solutions. At the Auto Shanghai 2023, ZongMu Technology also announced a transformation from driving-parking integration to cockpit-driving integration amid the "involution". Meanwhile, NavInfo, ECARX, Black Sesame Technologies, HoloMatic Technology and Banma Zhixing also race to work hard on cockpit-driving integration. In addition, Baidu and iMotion are deploying cockpit-driving integration and expected to apply it to vehicles between 2024 and 2025.

Trend 2: Webasto introduced a smart roof that integrates solar energy and dimming technologies, and exhibited a rooftop cinema system with a large display.

As a global roof system leader, Webasto has developed a roof sensor module (RSM) for autonomous vehicles. This module integrates sensors such as LiDAR and camera into the roof line and combines functions like intelligent cleaning and thermal management. So far, Webasto's smart roof technology has been applied to production cars of Lotus. The LiDAR integrated into the roof can be turn on or off as needed. To cater to consumers better, Webasto continues to develop a range of new roof functions, such as rooftop cinema system, and dimmable and tiltable canopy.

Trend 3: Cockpit chip platforms enter the 3nm era, and the MTK cockpit platform is released.

At the Auto Shanghai 2023, MediaTek launched Dimensity Auto, a brand-new automotive platform which includes Dimensity Auto Cockpit, Dimensity Auto Connect, Dimensity Auto Drive, and Dimensity Auto Components. Utilizing the 3nm process and the AI Processing Units (APU) with flexible AI architecture and high scalability and supporting up to 16 cameras, the cockpit platform can meet the development needs of cabin-parking integration and cabin-driving integration.

Trend 4: UWB has functioned as a technical solution for detecting children left-behind inside the vehicle.

At the Auto Shanghai 2023, Continental introduced the expansion of its digital access system CoSmA by a Child-Presence-Detection function (CPD) using ultra-wideband (UWB) technology. Based on unique respiration rates and micro-body-movements, the CPD with UWB system can classify passengers as infants, children or adults. If children are left behind in the vehicle, the CPD system can send an audible, visual or haptic alert to the driver after ten seconds at the latest. The UWB-based CPD is also able to detect infants and children in any seating position, no matter if they are covered by a blanket or stay hidden in the cabin-footwell.

In March 2023, CEVA announced the Child Presence Detection (CPD) as specified by Euro-NCAP and similar specifications in other regions.

Trend 5: Large games will gradually get on vehicles.

At the Auto Shanghai 2023, ECARX exhibited "Makalu", its next-generation intelligent cockpit computing platform just released in March 2023. This platform adopts AMD Ryzen Embedded V2000 processors, 7nm process, 6-core and 12-thread APU, GPU consisting of 28 compute units, and 1,792 stream processors.

In March 2023, ECARX announced an ecosystem strategic partnership with Unreal Engine to create an immersive user experience through desktop-level 3D visual effects, which also support large AAA games and the extensive gaming ecosystem of the Epic Games Store, including Tomb Raider.

Desay SV's Smart Solution 2.0 released at the Auto Shanghai 2023 adds the gaming cockpit concept based on Aurora, an intelligent central computing platform (ICP) with computing power of 4000TOPS. The Smart Solution 2.0 has designed two different gaming systems for rear seat users: one using X86 architecture aims to let users enjoy the desktop-level AAA game experience in vehicles; the other combined with smart surfaces provides children-oriented services such as playing the piano and painting.

Trend 6: AI foundation models are available to cockpits, and multiple brands unveil AI assistants.

Banma Co-Pilot, the third-generation automotive AI capability system of Banma Zhixing, was officially unveiled at the Auto Shanghai 2023. The related technologies will be first seen in SAIC IM cars. Based on the Tongyi Qianwen, a foundation model independently developed by Alibaba based on natural language understanding and generation, Banma Co-Pilot designed for automotive scenarios builds full-stack cloud-terminal integrated AI capabilities and boasts such core capabilities as scenario customization, multi-source data, expertise, service access and behavior prediction.

Trend 7: Dual-chip driving-parking integrated solutions get upgraded to single-SoC ones, and the competition in the industry intensifies

Driving-parking integration is a key solution to intelligent driving at present. Dual-chip driving-parking integrated solutions are being upgraded to single-SoC ones. For example, Baidun has upgraded Apollo Highway Driving Pro, a driving-parking integrated product where the computing platform gets upgraded to a single TDA4-VH. Yihang.AI has also upgraded its previous dual-chip solution to the Lite, a single-SoC driving-parking integrated solution with optimized algorithms and fewer chip, helping to cut down the domain controller cost to around RMB1,000.

Hong Jing Drive's driving-parking integrated domain controller packs a single Journey 3 SoC that supports both driving and parking scenarios and time-division multiplexing algorithms. In driving scenarios, this domain controller with the 5R5V sensor configuration enables highway Navigate on Autopilot (NOA).

Trend 8: Horizon Journey 5 is selected by international Tier 1 giants as the main control chip of intelligent driving platforms.

At the Auto Shanghai 2023, Continental announced a consensus with Horizon Robotics to build the Driving-parking Integrated Domain Controller Solution 3.0 that supports L2+ NOA and integrates higher-level parking functions to enable end-to-end ADAS. Continental Xinzhijia, a joint venture between Continental and Horizon Robotics, will create Driving-parking Integrated Domain Controller 3.0 based on Horizon's next-generation high-performance chips.

On April 20, 2023, ZF announced a close strategic partership with Horizon Robotics to develop high-performance platform solutions based on Horizon's Journey series chips so as to empower ZF coPILOT. The first Journey 5-based computing platform will be delivered in Q3 2024.

Trend 9: Many domain controller vendors choose chips from Black Sesame Technologies.

Black Sesame Technologies has main offerings of A1000, A1000L and A1000 Pro. JICA Intelligent Robot, Fusionride, Baolong Automotive, Lan-You Technology, Yixing Zhilian, and Anhui Domain Compute have developed driving-parking integrated domain controllers based on A1000/A1000L chips.

Trend 10: 4D imaging radar vendors realize a more accurate target classification by using innovative imaging technology and perception algorithms.

Beijing Autoroad Technology Co., Ltd. released ALRR 300, a brand-new 77Ghz automotive 4D radar. Based on dual-chip cascaded hardware and sparse signal imaging technology, the product delivers horizontal and pitch resolution of less than 1°, which facilitates more accurate target classification, and provides better performance through compressed perception algorithms. ALRR300 can precisely recognize six kinds of targets: motor vehicles, non-motor vehicles, people, high places, grounds and ground targets (not limited to lamp poles, road signs and bridges). It not only ensures the reliability of the AEB function, but also supports dense point cloud output, about 1024 points per frame. In addition, ALRR300 can penetrate the rain, snow and fog to detect targets.

Table of Contents

Introduction to the Auto Shanghai 2023

1 OEMs' Innovation Trends at the Auto Shanghai 2023

  • 1.1 New Car Models Launched by OEMs
  • 1.2 Emerging Brands
    • 1.2.1 Trend 1: Emerging Brands
    • 1.2.2 Trend 2: Emerging Brands
    • 1.2.3 Trend 3: Emerging Brands
    • 1.2.4 Trend 4: Emerging Brands | Upcoming Large-scale Application of City NOA
  • 1.3 Chinese Independent Brands
    • 1.3.1 Trend 5: Chinese Independent Brands
    • 1.3.2 Trend 6: Chinese Independent Brands | First to Install High-computing Chips Made in China
    • 1.3.3 Trend 7: Chinese Independent Brands
    • 1.3.4 Trend 8: Chinese Independent Brands
    • 1.3.5 Trend 9: Chinese Independent Brands
  • 1.4 Joint Venture Brands
    • 1.4.1 Trend 10: Joint Venture Brands | Faster New Energy Layout
    • 1.4.2 Trend 11: Joint Venture Brands
    • 1.4.3 Trend 12: Joint Venture Brands
    • 1.4.4 Trend 13: Joint Venture Brands
    • 1.4.5 Trend 14: Joint Venture Brands

2 Intelligent Cockpit Trends at the Auto Shanghai 2023

  • 2.1 Cockpit Trend 1: Cockpit-driving Integration Has Become A R&D Priority, and Is Expected to Be Available to Vehicles during 2024-2025.
    • 2.1.1 Cockpit-driving Integration Case 1
    • 2.1.2 Cockpit-driving Integration Case 2
    • 2.1.3 Cockpit-driving Integration Case 3
    • 2.1.4 Cockpit-driving Integration Case 4
    • 2.1.5 Cockpit-driving Integration Case 5
    • 2.1.6 Cockpit-parking Integration Case 6
    • 2.1.7 Cockpit-parking Integration Case 7
  • 2.2 Cockpit Trend 2: AR-HUD Becomes an Appealing Arena
    • 2.2.1 AR-HUD Case 1
    • 2.2.2 AR-HUD Case 2
    • 2.2.3 AR-HUD Case 3
    • 2.2.4 AR-HUD Case 4
  • 2.3 Cockpit Trend 3
    • 2.3.1 Novel Cockpit Display Case 1
    • 2.3.2 Novel Cockpit Display Case 2
  • 2.4 Cockpit Trend 4: the Volume Production of Exterior Electronic Rearview Mirrors Starts
    • 2.4.1 Exterior Electronic Rearview Mirror Case 1
    • 2.4.2 Exterior Electronic Rearview Mirror Case 2
    • 2.4.3 Exterior Electronic Rearview Mirror Case 3
    • 2.4.4 Exterior Electronic Rearview Mirror Case 4
  • 2.5 Cockpit Trend 5
  • 2.6 Cockpit Trend 6
  • 2.7 Cockpit Trend 7
  • 2.8 Cockpit Trend 8
  • 2.9 Cockpit Trend 9
  • 2.10 Cockpit Trend 10
  • 2.11 Cockpit Trend 11
  • 2.12 Cockpit Trend 12
  • 2.13 Cockpit Trend 13
  • 2.14 Cockpit Trend 14
  • 2.15 Cockpit Trend 15
  • 2.16 Cockpit Trend 16
  • 2.17 Cockpit Trend 17: AI Foundation Models Are Available to Cockpits, and Multiple Brands Unveil AI Assistants
  • 2.18 Cockpit Trend 18
  • 2.19 Cockpit Trend 19
  • 2.20 Cockpit Trend 20
  • 2.21 Cockpit Trend 21
  • 2.22 Cockpit Trend 22
  • 2.23 Cockpit Trend 23
  • 2.24 Cockpit Trend 24: A New Hotspot of Automotive Display - Eye Tracking Technology

3 Intelligent Driving Trends at the Auto Shanghai 2023

  • 3.1 Intelligent Driving Trend 1: Dual-chip Driving-parking Integrated Solutions Get Upgraded to Single-SoC Ones, and the Competition in the Industry Intensifies
    • 3.1.1 Driving-parking Integration Case 1
    • 3.1.2 Driving-parking Integration Case 2
    • 3.1.3 Driving-parking Integration Case 3
    • 3.1.4 Driving-parking Integration Case 4
    • 3.1.5 Driving-parking Integration Case 5
    • 3.1.6 Driving-parking Integration Case 6
    • 3.1.7 Driving-parking Integration Case 7
    • 3.1.8 Driving-parking Integration Case 8
  • 3.2 Intelligent Driving Trend 2
  • 3.3 Intelligent Driving Trend 3: The Localization Process of Intelligent Driving Chips Is Accelerating
    • 3.3.1 Intelligent Driving Trend 4
    • 3.3.2 Intelligent Driving Trend 5
    • 3.3.3 Intelligent Driving Trend 6
    • 3.3.4 Intelligent Driving Trend 7: Horizon Journey 5 Is Selected by International Tier 1 Giants as the Main Control Chip of Intelligent Driving Platforms
    • 3.3.5 Intelligent Driving Trend 8
    • 3.3.6 Intelligent Driving Trend 9
  • 3.4 Sensor Trends
    • 3.4.1 Intelligent Driving Trend 10: 8MP Front View Cameras Are Launched in Quantities (Case 1)
    • 3.4.2 Intelligent Driving Trend 10: 8MP Front View Cameras Are Launched in Quantities (Case 2)
    • 3.4.3 Intelligent Driving Trend 10: 8MP Front View Cameras Are Launched in Quantities (Case 3)
    • 3.4.4 Intelligent Driving Trend 11
    • 3.4.5 Intelligent Driving Trend 12
    • 3.4.6 Intelligent Driving Trend 13
    • 3.4.7 Intelligent Driving Trend 14: Miniaturization and Integration of LiDAR
    • 3.4.8 Intelligent Driving Trend 15
  • 3.5 Intelligent Driving Trend 16
    • 3.5.1 Case 1
    • 3.5.2 Case 2
    • 3.5.3 Case 3
    • 3.5.4 Case 4
  • 3.6 Intelligent Driving Trend 17: The "Multi-Chip Combination" Strategy Is Adopted in the Early Stage of Cockpit-Driving Integration
    • 3.6.1 Case 1
    • 3.6.2 Case 2
  • 3.7 Intelligent Driving Trend 18
  • 3.8 Intelligent Driving Trend 19
  • 3.9 Intelligent Driving Trend 20
  • 3.10 Intelligent Driving Trend 21
  • 3.11 Intelligent Driving Trend 22
  • 3.12 Intelligent Driving Trend 23
  • 3.13 Intelligent Driving Trend 24

4 Chassis Intelligence Trends at the Auto Shanghai 2023

  • 4.1 Chassis Trend 1: Local Tier 1 Suppliers Release or Update One-Box X-by-Wire Products
  • 4.2 Chassis Trend 2
  • 4.3 Chassis Trend 3
  • 4.4 Chassis Trend 4: Chassis Domain Controllers Integrate Many Functions
    • 4.4.1 Case 1
    • 4.4.2 Case 2
    • 4.4.3 Case 3
    • 4.4.4 Case 4
  • 4.5 Chassis Trend 5
  • 4.6 Chassis Trend 6
    • 4.6.1 Case 1
    • 4.6.2 Case 2
    • 4.6.3 Case 3
  • 4.7 Chassis Trend 7

5 Electrification Trends at the Auto Shanghai 2023

  • 5.1 Electrification Trend 1
    • 5.1.1 Case 1
    • 5.1.2 Case 2
    • 5.1.3 Case 3
  • 5.2 Electrification Trend 2
  • 5.3 Electrification Trend 3
  • 5.4 Electrification Trend 4
  • 5.5 Electrification Trend 5
  • 5.6 Electrification Trend 6
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