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1、Automotive Vision Industry Report,2024D Automotive Vision Research:90 million cameras are installed annually,and vision-only solutions lower the threshold for intelligent drivingThe cameras installed in new vehicles in China will hit 90 million units in 2024.From January to September 2024,China inst
2、alled 64.213 million cameras in new vehicles,surging by 32.6%from the prior-year period.including:n 11.574 million front-view cameras,up 26%;n 6.997 million side-view ADS cameras,up 81.9%;n 1.246 million rear-view ADS cameras,up 152.9%;n 30.278 million surround-view cameras,up 33.2%.According to the
3、 camera installations and like-on-like growth in the first three quarters,ResearchInChina predicts that 90 million cameras will be installed in new passenger cars in China in the whole of 2024.From the perspective of camera resolution,front-view and side-view cameras still tend to have high resoluti
4、on;increasing 8MP cameras are installed,from January to September 2024:n There were 2.752 million 8MP front-view cameras installed,up by 26%compared with the same period of the previous year,with the penetration rate jumping from 10.6%to 23.8%;n There were 1.683 million 8MP side-view ADS cameras ins
5、talled,a spike of 67.2%;n There were 297,000 8MP rear-view ADS cameras installed,soaring by 116.1% Installations and Penetration Rate of 8MP Front-view C Installations of Intelligent Driving Sensor Solutions and YoY ChangeVision-only high-level intelligent driving solutions are available to models p
6、riced at RMB100,000-200,000In terms of ADS sensors installed in new vehicles,the 7VnR solution enjoyed big growth in 2024:n 389,000 vehicles were fitted with 7V from January to September;n 7V3R1L skyrocketed by 4755.1%on the previous year;n 7V1R1L surged by 101.0%;n 7V5R1L soared by 173.4%.Note:The
7、year-on-year decline of the 7V1R solution in the table is mainly due to Tesla.The 7VnR solution continued to iterate in 2024.PhiGent Robotics lowered the price of the 7VnR solution to less than RMB4,000.Zhuoyu introduced two-stage end-to-end technology(based on 7V+32TOPS hardware configuration)to th
8、e 7VnR solution for the Chengxing P PhiGent RoboticsIn April 2024,PhiGent Robotics released an upgraded version of PhiGo,an intelligent driving solution,at the Beijing International Automotive Exhibition.Using 7VnR,the standard version of PhiGo Pro requires 30-80TOPS computing power(c o m p a r e d
9、t o 3 2-100TOPS for the previous generation),and the cost is reduced to lower than RMB4, Zhuoyu(DJI Automotive)In September 2024,Z h u o y u i n t r o d u c e d Chengxing Intelligent Driving 2.5,an upgraded version of the intelligent driving software of the Chengxing Platform.Compared with Chengxing
10、 Intelligent Driving 2.0,the 2.5 version enables mass production of the industrys first two-stage end-to-end technology for medium-compute platforms and improves intelligent driving experiences in multiple The two-stage end-to-end technology of Chengxing Intelligent Driving 2.5 is based on 7V+32TOPS
11、 hardware configurationThe two-stage end-to-end technology of Chengxing Intelligent Driving 2.5 is based on 7V+32TOPS hardware configuration.It applies the perception three-network integration model and the prediction-decision-planning integration model,improving the ability to bypass obstacles/VRUs
12、 in urban areas,turn left and right at intersections and cope with complex scenarios.In addition,Chengxing Intelligent Driving 2.5 also introduces the AD Map as a special sensor,and the capability of updating a single vehicles multi-route memory,and further improves the intelligent driving experienc
13、e in highway pilot and urban memory pilot.It is known that the basic version of Zhuoyus Chengxing Platform uses 7V+32TOPS(chip from Texas Instruments)to enable highway NOA and urban memory pilot.The hardware of this solution costs only RMB5,000.It has been mass-produced for models such as Baojun Yun
14、duo,Chery iCar03 and Yep Plus.In addition to Zhuoyu,Huawei also unveiled a vision-only intelligent driving solution applying end-to-end technology,based on ADS ADS ADS SEADS SE,Huaweis vision-only solution,is installed on models like Deepal L07(MSRP:RMB151,900-173,900),and Deepal S07(MSRP:RMB149,900
15、-207,900).ADS SE has lower cost than ADS 3.0,and it spreads to models priced below RMB200,000.In addition to local manufacturers,overseas manufacturers have also joined the melee in the high-level intelligent driving market,and have launched vision-only solutions to dabble in vehicles priced below R
16、MB200,000.In October 2024,Continental Xinzhijia(a joint venture between Continental and Horizon Robotics)announced the vision solution Astra for the Chinese market.This solution uses the 11V1R solution(compared to the mass-produced mid-level intelligent driving solutions on market,it adds side-view
17、cameras).Based on the Horizon J6 E computing platform(80 TOPS),it can enable L2+and driving-parking integration in all scenarios,and support lightweight urban NOA(mainly including intersections with traffic lights,left and right turns,etc.),highway NOA,HPA and APA.Continental Xinzhijias L2+solution
18、is oriented to the mid-end market of high-level intelligent driving.With the cost of about RMB6,000,it targets models priced at RMB100,000-200, ADS SE Table of Content(1)1 Overview of Automotive Vision Industry1.1 Introduction to ADAS1.2 Classification of ADAS Functions1.3 Main Application Scenarios
19、 of Automotive Cameras in ADAS1.4 Classification of Automotive Cameras1.5 Working Principle and Structure of Automotive Cameras1.6 Automotive Camera Industry Chain1.7 Corporate Layout in Automotive Camera Industry Chain1.8 Number of Cameras Necessary for Autonomous Driving at All Levels and Sensor S
20、tructure Solutions of Main Models for Sale in the Market1.9 Sensor configuration of ADAS Solutions of Some OEMs 2 Automotive Vision Market2.1 Overview2.1.1 Camera Installations and YoY Growth 2.1.2 Camera Installations in New Models of Joint Venture Brands-Overall2.1.3 Camera Installations in New Mo
21、dels of Independent Brands,Jan-Sept 2023-Overall2.2 Front View System 2.2.1 Front View Camera Installations(by Price/Brand/Model)2.2.2 Installations and Penetration Rate of HD Front View Cameras2.2.3 Proportion of HD Front View Cameras and 8MP Front View Camera Installation2.2.4 Camera Installations
22、 in New Models of Joint Venture Brands-Front View2.2.5 Camera Installations in New Models of Independent Brands-Front View 2.3 Side View ADS2.3.1 Installations of Side View ADS Cameras(Price/Brand/Model)2.3.2 Installations and Penetration Rate of HD Side View ADS Cameras2.3.3 Proportion of HD Side V
23、iew ADS Cameras and 2/8MP Side View Camera Installation2.3.4 Camera Installations in New Models-Side View ADS2.4 Rear View ADS2.4.1 Installations of Rear View ADS Cameras(Price/Brand/Model)2.4.2 Installations and Penetration Rate of HD Rear View ADS Cameras2.4.3 Proportion of HD Rear View ADS Camera
24、s and 2/8MP Side View Camera Installation2.4.4 Camera Installations in New Models-Rear View ADS2.5 Surround View System2.5.1 Surround View ADS Camera Installations(Price/Brand/Model)2.5.2 Camera Installations in New Models of Joint Venture Brands-Surround View ADS2.5.3 Camera Installations in New Mo
25、dels of Independent Brands-Surround View ADS2.6 Rear View System2.6.1 Rear View Camera Installations(Price/Brand/Model)2.6.2 Camera Installations in New Models of Joint Venture Brands-Rear View2.6.3 Camera Installations in New Models of Independent Brands-Rear View2.7 Streaming Media System2.7.1 Ins
26、tallations of Streaming Media Cameras(Price/Brand/Model)2.7.2 Camera Installations in New Models-Streaming Media Cameras2.8 In-cabin System2.8.1 Installations of In-cabin Cameras(Price/Brand/Model)2.8.2 Camera Installations in New Models of Joint Venture Brands-In-Cabin Cameras2.8.3 Camera Installat
27、ions in New Models of Independent Brands-In-Cabin Cameras2.9 Driving Recorders2.9.1 Installations of Driving Recorder Cameras(Price/Brand/Model)2.9.2 Camera Installations in New Models of Joint Venture Brands-Driving Recorders2.9.3 Camera Installations in New Models of Independent Brands-Driving Rec
28、orders Table of Content(2)3 Chinese Vision Companies3.1 MINIEYE 3.1.1 Profile3.1.2 Technical Capabilities and Solutions3.1.3 Platformization and Software&Hardware Integration Capabilities3.1.4 Commercialized Intelligent Driving Solutions3.1.5 Intelligent Driving and Intelligent Cockpit Product Matri
29、x3.1.6 iPilot Series:High Configuration Version3.1.7 iPilot Series:Low Configuration Version3.1.8 iPilot Series:iPilot 2/3/3 plus3.1.9 iPilot Series:iPilot 1/1 eco/1 plus3.1.10 iPilot 1 Driving-Parking Integration Hardware Structure3.1.11 iPilot 1Driving-Parking Integration System Structure3.1.12 iP
30、ilot 1 Driving-Parking Integration Time-Division Multiplexing3.1.13 iSafety(1)3.1.22 iSafety(9)3.1.23 iSafety Matrix3.1.24 iCabin3.1.25 iCabin 1&iCabin 1 plus3.1.26 Trends,Customers and Development Direction in 2023-20243.1.27 Summary of Vision Products3.2 Suzhou INVO3.2.1 Profile3.2.2 Solutions and
31、 Application Scenarios3.2.3 i-Drive3.2.4 i-Sense3.2.5 CMS 3.2.6 Partners,Recent Dynamics and Future Development 3.3 JIMU Intelligent3.3.1 Profile3.3.2 Core Technology3.3.3 Some technologies at the Algorithm Level3.3.4 Dual Circulation Autonomous Driving Data Platform3.3.5 Development Process from Co
32、mmercial Vehicles to Passenger Cars3.3.6 Intelligent Driving Layout for Commercial Vehicles and Passenger Cars3.3.7 Passenger Car Solutions3.3.19 OEM Products3.3.20 Recent Application Dynamics of OEM Products3.3.21 Industry Application Products3.3.22 Summary of Vision Products 3.4 MAXIEYE3.4.1 Profi
33、le3.4.2 Strategic Layout3.4.3 Full-stack Technology Deployment from Perception to Planning and Control3.4.4 Platformization Solutions3.4.5 Solutions and Three Products3.4.6 Solution(1)3.4.13 Development History of Products3.4.14 Vision Products(1)3.4.15 Vision Products(2)3.4.16 Recent Dynamics and M
34、ajor Customers Table of Content(3)3.5 Autocruis3.5.1 Profile3.5.2 Six Major Technologies3.5.3 Products3.5.4 Forward ADAS3.5.5 Intelligent Blind Spot Management System3.5.6 Yuxing”Bus Blind Spot Management System3.5.7 Three-way Visual Blind Spot Detection System3.5.8 Intelligent Panoramic Image Syste
35、m and Driver Monitoring System3.5.9 Cooperation with Xilinx in Developing AVM and IMS3.5.10 Cooperation with Ambarella in Developing IMS3.5.11 CMS3.5.12 AI Vision Chips3.5.13 Recent Dynamics and Partners 3.6 Freetech3.6.1 Profile3.6.2 Development Route3.6.3 ODIN Digital Intelligence Base3.6.4 Domain
36、 Controller Solutions3.6.5 Domain Controller Solutions(1)3.6.9 Domain Controller Solutions(5)3.6.10 Perception?Solution Configuration3.6.11 Cameras(1)3.6.12 Cameras(2)3.6.13 Cameras(3)3.6.14 Comparison between FVC2 and FVC33.6.15 Cameras(4)3.6.16 Camera?Modules3.6.17 CMS and DMS 3.6.18 ADAS Solution
37、s3.6.19 Recent Dynamics and Mass Production Designation3.6.20 Summary of Vision Products 3.7 Tsingtech Microvision3.8 CalmCar3.9 Jingwei Hirain3.10 Yihang.AI3.11 OFILM3.12 Streamax Technology3.13 Hikvision3.14 ZongMu Technology3.15 Smarter Eye3.16 Metoak Technology3.17 Huawei3.18 Zhuoyu3.19 Huaruiji
38、e Technology3.20 PhiGent Robotics4 Foreign Vision Companies4.1 Denso4.1.1 Profile4.1.2 Revenue4.1.3 Classification of Vision Products&Customers4.1.4 Passenger Car Vision Products-Front View Cameras4.1.5 Passenger Car Vision Products-Surround View S Table of Content(4)4.1.6 Passenger Car Vision Produ
39、cts-Electronic Rearview Mirrors4.1.7 Passenger Car Vision Products-DMS4.1.8 Commercial Vehicle Vision Products-DMS4.1.9 Summary of Passenger Car Vision Products4.1.10 Timeline of Vision Products4.1.11 Development Dynamics of Vision Products4.1.12 Timeline of Some ADAS Products4.1.13 ADAS Revenue Exp
40、ectations4.1.14 Autonomous Driving Solutions4.1.15 ADAS Solution4.1.16 Revenue of Smart Mobile Electronics Division 4.1.17 Autonomous Driving Development Planning4.2 Bosch4.2.1 Profile4.2.2 Revenue4.2.3 Perception-layer Product Layout4.2.4 Classification of Vision Products&Customers4.2.5 Passenger C
41、ar Vision Products-Front View Cameras4.2.6 Passenger Car Vision Products-Surround View Cameras4.2.7 Passenger Car Vision Products-Surround View System&Rear View Camera4.2.8 3D Surround View Solutions4.2.9 Passenger Car Vision Products-DMS&OMS4.2.10 Summary of Passenger Car Vision Products4.2.11 Time
42、line of Vision Products4.2.12 Development History of Vision Products4.2.13 ADAS Solution4.2.14 High-level Intelligent Driving Solutions 4.3 Aptiv4.3.1 Profile4.3.2 Revenue4.3.3 Development History and Automotive Product Layout4.3.4 Classification of Vision Products&Customers4.3.5 Passenger Car Visio
43、n Products-Front View Cameras4.3.6 Passenger Car Vision Products-Front View Camera Fusion Products4.3.7 Passenger Car Vision Products-OMS4.3.8 Summary of Passenger Car Vision Products4.3.9 Development History of Vision Products4.3.10 ADAS Solution4.3.11 Autonomous Driving Solution 1(Fifth Generation
44、)4.3.12 Autonomous Driving Solution 2(Sixth Generation)4.3.13 Autonomous Driving Solutions 4.4 Panasonic4.4.1 Profile4.4.2 Classification of Vision Products4.4.3 Passenger Car Vision Products-Rear View Cameras4.4.4 Passenger Car Vision Products-Surround View Systems4.4.5 Passenger Car Vision Product
45、s-Front and Rear Dual-camera Driving Recorders4.4.6 Passenger Car Vision Products-Electronic Rearview Mirrors4.4.7 Passenger Car Vision Products-DMS&OMS4.4.8 Commercial Vehicle Vision Products-Electronic Front View Mirrors4.4.9 Summary of Passenger Car Vision Products4.4.10 Timeline of Vision Produc
46、ts4.4.11 Intelligent Cockpit Solutions4.4.12 Summary of Vision Business D Table of Content(5)4.5 Continental4.5.1 Profile4.5.2 Revenue 4.5.3 Classification of Vision Products4.5.4 Passenger Car Vision Products-Camera Summary&Front View Camera Fusion4.5.5 Passenger Car Vision Products-Front View Came
47、ras4.5.6 Passenger Car Vision Products-Surround View System&Rear View Camera4.5.7 Passenger Car Vision Products-DMS&OMS4.5.8 Development History of DMS 4.5.9 Cockpit DMS+Radar Fusion Solutions4.5.10 Passenger Car Vision Products-Electronic Rearview Mirrors&Virtual A-pillar4.5.11 Summary of Vision Pr
48、oducts4.5.12 Timeline of Vision Products4.5.13 Autonomous Driving Solutions4.5.14 Autonomous Driving Solutions:Models Supported and Strategies4.5.15 Autonomous Driving Solutions:Dynamics4.5.16 Recent Dynamics(20222023)4.5.17 Recent Dynamics(20232024)4.6 ZF 4.7 MCNEX4.8 Magna4.9 Valeo4.10 Faurecia4.1
49、1 Gentex4.12 First Sensor4.13 Hyundai Mobis4.14 LG 4.15 Ricoh4.16 Hitachi Astemo4.17 Samsung 5 Summary and Trends of Vision Companies5.1 Summary of Layout of Domestic Vision Companies5.1.1 Overview of Vision Companies5.1.2 Layout of Vision Companies(1)5.1.2 Layout of Vision Companies(2)5.1.2 Layout
50、of Vision Companies(3)5.1.2 Layout of Vision Companies(4)5.1.2 Layout of Vision Companies(5)5.1.2 Layout of Vision Companies(6)5.1.2 Layout of Vision Companies(7)5.1.2 Layout of Vision Companies(8)5.1.2 Layout of Vision Companies(9)5.1.2 Layout of Vision Companies(10)5.1.3 Solutions and Sensor Confi
51、guration of Vision Companies(1)5.1.3 Solutions and Sensor Configuration of Vision Companies(2)5.1.3 Solutions and Sensor Configuration of Vision Companies(3)5.1.3 Solutions and Sensor Configuration of Vision Companies(4)5.1.3 Solutions and Sensor Configuration of Vision Companies(5)5.1.3 Solutions a
52、nd Sensor Configuration of Vision Companies(6)5.1.3 Solutions and Sensor Configuration of Vision Companies(7)5.1.3 Solutions and Sensor Configuration of Vision Companies(8)5.2 Summary of Layout of Foreign Vision Companies 5.2.1 Summary of Foreign Passenger Car Vision Companies-Basic I Table of Conte
53、nt(6)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(1)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(2)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(3)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(4
54、)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(5)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(6)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(7)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(8)5.2.2 Summary of Foreign Passenger Car Vision Companies-Product Summary(9) ContactBeijing HeadquartersTEL:13718845418Email:Chengdu BranchTEL:028-68738514FAX:028-86930659Website:ResearchInChinaWeChat:Zuosiqiche