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? Intelligent electric vehicle ADAS? It is destined to become the focus of China automobile industry in the next 3-5 years.
According to the calculation of Yiou think tank, in 20021year, the sales volume of intelligent electric vehicles in China was about10.6 million, and the ADAS penetration rate in China was about 60%. It is estimated that in 2025, the sales volume of intelligent electric vehicles in China will reach 7,654,380+0.3 million, and the ADAS penetration rate of automobiles in China will reach 95%. With the increase of automobile sales and penetration, how to establish a stable and efficient? Intelligent electric vehicle ADAS? Supply chain has become the proposition of China automobile enterprises.
Based on the above understanding, Yiou think tank has written the Research Report on the Current Situation of ADAS Supply Chain of Intelligent Electric Vehicles in China (link:/research/2021129928).
The report starts with the ADAS link of China's smart electric vehicle supply chain, compares its structure before and after and horizontally compares its products, draws the ADAS supply chain map of China's smart electric vehicle from the industry value distribution, quantitatively analyzes the key capacity links of China's smart electric vehicle ADAS supply chain, summarizes the innovation power and innovation path of China's smart electric vehicle ADAS supply chain, and obtains the TOP20 list of China's smart electric vehicle ADAS suppliers' comprehensive strength.
At present, the transformation of automobile from single vehicle to intelligent mobile space is helpful for the hardware of perception and decision-making to enter the ADAS supply chain; With the rise of the wave of software-defined cars, code has become an inseparable part of smart electric vehicles. The remolding of industrial ecology and the appearance of Tier 1.5 and Tier0.5 have promoted the mode innovation of integration layer.
On the whole, the ADAS supply chain of intelligent electric vehicles in China is mainly composed of Tier2/Tier 1.5, Tier 1/Tier0.5 and OEM, spanning supply, manufacturing, assembly, distribution, retail and users. Information flow, product flow/service flow and capital flow keep running, which accelerates the development of ADAS supply chain of intelligent electric vehicle in China? Metabolism? .
China intelligent electric vehicle ADAS supply chain is combed by Yiou think tank, and it is found that radar sensing, chip semi-guidance, software algorithm, control execution and smart car are the key links. The five key links are closely linked, and * * * together constitute the complete ADAS supply chain of intelligent electric vehicles in China. Based on this, Yiou think tank decided to include it? Diversity of life? 、? Individual vitality? 、? Capital support? Based on these three dimensions, this paper makes a quantitative analysis of the five major links.
On the whole, ADAS supply chain of smart electric vehicles in China is stronger than smart cars, control execution and radar sensing, but weaker than chip semiconductors and software algorithms. Where to? Life diversity? And then what? Capital support? The intelligent car association is in a leading position, mainly benefiting from the new domestic car-making movement and the entrepreneurial tide of intelligent network in recent years; Where to? Individual vitality? On the other hand, the scale of a single enterprise controlling the execution link is relatively large, mainly because the enterprises controlling the execution layer are mostly large-scale manufacturing enterprises with relatively mature development.
In terms of regional distribution, which cities are Shanghai, Guangdong, Beijing and Jiangsu? Two provinces and two cities? It is in a leading position in the supply chain agglomeration of domestic intelligent electric vehicle ADAS, which is related to? Two provinces and two cities? The foundation of economic strength is closely related to the foundation of automobile industry.
Based on the three driving forces of innovation: user demand, technological innovation and policy guidance, the ADAS supply chain of smart electric vehicles in China presents four innovative paths: integration, progression, low carbon and digitalization.
In terms of integration, relying on modularization, standardization and generalization, the ADAS supply chain of China intelligent electric vehicle can improve production efficiency, reduce product complexity and production management cost, and realize system integration and upgrade iteration.
For OEMs, cultivating core ADAS suppliers is the first step, and forming a win-win model with them is the second step. In addition, it is necessary to use advanced information technology to reorganize the business process of ADAS, so as to improve the business process, improve the technical level and make the enterprise brand younger.
In terms of advancement, the traditional Tier 1 only took charge of the previous technology research and development model, which was broken after the emergence of the new Tier0.5. With the brand-new cooperation model and project division mechanism, the new Tier0.5 has formed a complete coverage of the car enterprise processes from R&D, production to marketing and service, and has gradually become the core of the ADAS supply chain of intelligent electric vehicles in China.
What is happening in the ADAS supply chain of smart electric vehicles in China? Progress? Innovation and change, car companies? The only one? This situation no longer exists in the new supply chain structure, and the relationship between suppliers and car companies has become closer and more complicated.
In terms of low carbon, with the popularization of green energy electric vehicles, it is expected that the main link of future emissions will shift from the use stage to the production stage. So, for the low-carbon supply chain of China intelligent electric vehicle ADAS, Reuse in the early stage and reproduce in the later stage? Logic is basically established.
Around the low-carbon of ADAS supply chain, among the four links of R&D, production, use, recycling, vehicle system integration, low-carbon parts, efficient assisted driving and power battery recycling will become the four main measures for the low-carbon of ADAS supply chain. It is predicted that the carbon reduction effect of ADAS function on smart electric vehicles in China will increase from 6% in 202 1 year to 15% in 2027, and the carbon reduction effect is very remarkable.
In terms of digitalization, with the help of the new ADAS supply chain system, data can flow seamlessly in six links: digital development, intelligent supply, intelligent factory, customer interaction and after-sales service, synchronous planning, dynamic performance and digital development, supporting more efficient ADAS function development, production and operation efficiency.
Digitalization is an effective way to prevent risks and improve the efficiency of ADAS supply chain. Specifically, digital technology, including artificial intelligence and advanced in-depth analysis, can empower the ADAS supply chain of smart electric vehicles in China from four aspects: supply and demand change, industrial migration, risk control and personalized production, and help it transform and upgrade, thus providing consumers with better smart electric vehicle products.
Based on the above insights and research, Yiou think tank selected 20 enterprises with the most outstanding comprehensive strength for the national 100 suppliers of intelligent electric vehicles, aiming at sorting out the most concerned and trustworthy partners in the field of intelligent electric vehicles ADAS in China. The enterprises shortlisted for the TOP20 comprehensive strength of ADAS suppliers of smart electric vehicles in China are: Baolong Technology, Del, Horizon, Desai Siwei, Furuite, Jose Technology, Black Sesame Intelligence, Hongjing Zhijia, Jim Intelligent, Jingwei Hengrun, Sheng Jun Electronics, Zhijia Technology, Youjia Innovation, Broad Stool Technology, Sagitar Juchuang, Tudatong, Xinchi Technology and so on.
For more exciting contents, please see the text of "202 1 Research Report on Supply Chain Status of ADAS Intelligent Electric Vehicles in China" (link:/research/2021129928). @20 19