Introduction: At present, mainland China's adas products have not been popularized, and most of them are used in high-end models. As far as the development of the six major categories of adas products is concerned, the same as the European and American markets, the parking assistance system has become the mainstream in the market, accounting for 37% of the total sales.
Under the trend of smart car, energy saving, convenience and safety have become the three major aspects of automotive electronics development. Among them, the driving safety related system has been extended from the early passive protection safety to the active safety that can prevent accidents. The Advanced Driver Assistance Systems (adas) has become the focus of development of various car manufacturers. At present, the adas market in mainland China is still in its infancy, but as the world's largest auto sales market, its potential business opportunities are quite large, and follow-up development is worthy of attention.
CM Industry Analyst Zhang Xuyou
In 2014, China's automobile production volume was 237.23 million, accounting for 26.4% of the world's total automobile production of 89.747 million. It is the world's largest automobile producer. In the same year, the number of car sales in mainland China reached 23.49 million, which is also the world's largest car sales market. Under the influence of the slowdown in China's economic growth and the restrictions on licensing, it is estimated that the growth rate of car sales will go in the next few years. Slow, but still in the stage of continuous growth. Under this circumstance, if the adas products can be popularized in the Chinese mainland market, China can also be expected to become the world's largest adas market.
According to Frost & Sullivan, the size of the Chinese adas market in 2013 was about 430 million US dollars, only about one-fifth of the North American market, but it is estimated that by 2020, the mainland China adas market will reach 2.2 billion US dollars, although globally. The adas market is relatively low, but the average growth rate in 2013 and 2020 is as high as 72%, and its market growth and business opportunities behind it are considerable.
Chinese car manufacturers compete for adas practical products with development potential
At present, mainland China's adas products have not been popularized, and most of them are used in high-end models. As far as the development of the six major categories of adas products is concerned, the same as the European and American markets, the parking assistance system has become the mainstream in the market, accounting for 37% of the total sales.
The difference is that the proportion of other products is relatively average, accounting for about 10 14%.
In addition to safety considerations, consumers in mainland China attach great importance to practicality, so among the various products, the more frequently used adas products are expected to be more promising. In addition to the parking assistance system described above, the lane departure warning can be used throughout the journey, and there are already many long-distance drivers in mainland China who are out of the lane due to excessive fatigue. The lane departure warning system will be able to pay attention to long-distance drivers. In the case of inability to concentrate, give appropriate reminders, so its market development is optimistic.
In addition, there are many large commercial vehicles in mainland China. The blind spot detection system can avoid accidents caused by turning corners of large vehicles and is one of the products with more development potential. What is more special is that night vision systems are mainly used in high-end models, so the penetration rate is relatively low, but because of the high unit price, the market share is high, and some manufacturers pay attention to this, as a difference in mid-level models. Chemical products.
At present, mainland China's adas products have not been popularized, and most of them are used in high-end models. As far as the development of the six major categories of adas products is concerned, the same as the European and American markets, the parking assistance system has become the mainstream in the market, accounting for 37% of the total sales.
Product supply chain is controlled by international manufacturers
According to Frost & Sullivan's statistics on the adas market in mainland China, 72% of the market is occupied by five international brand car manufacturers such as BMW, Daimler, GM, Toyota and Volkswagen, and its major component manufacturers are also from International companies such as Bosch, ConTInental, TRW, Autoliv, Denso, and Delphi. From OEMs to component factories, adas' product supply chain is almost controlled by international manufacturers.
IHS AutomoTIve pointed out that most of the adas products entered the Chinese mainland market through imports. The main reason is that the transportation cost of adas products is very low compared with the cost of products, and the sales volume of adas is not enough to support local production.
However, from the layout of international component manufacturers, manufacturers can already look at the potential development of the Chinese market in the adas market. For example, Bosch is optimistic about the Chinese auto parking system market, while Delphi wants to cooperate with local institutions to develop localization. product.
Local manufacturers invest in the development of advanced driver assistance systems
Although the main products and technologies are mastered by international manufacturers, the independent brand car manufacturers in mainland China are striving for independent research and development, and they have successively launched models equipped with adas products.
At present, the development trend of independent brand car manufacturers can be divided into three categories: development of featured products, breakthrough of single technology, and application integration modularization.
In the development of featured products, BYD will be equipped with a night vision system in the mid-level car. Focusing on the special driving environment in mainland China, night lighting has a demanding development, so BYD has popularized night vision systems to mid-level models.
Different from international manufacturers, only the high-end models are equipped with night vision systems because of cost considerations. This is an indication of the local automakers' desire to develop local products.
In the gradual breakthrough of individual technologies, Chery Automobile has been established as an example. The smart car research team has been set up, and the technical barriers from the low lane departure warning system and the front collision warning system have been developed. In addition, it has developed to a higher technical threshold. Urban low-speed follow-up systems with brake and shift control systems must be integrated.
The application integration modularization refers to the integration of different functions of the adas application into a product. Guangzhou Automobile is conducting research and development in this area, and hopes to introduce a modular product that can be matched with the selection.
At this stage, many car manufacturers have invested in adas research and development. In addition to self-control technology, it is also an important layout for the development of autonomous vehicles. The US Road Safety Administration classifies car autopilots as level 4, from manual driving (level 0) to fully automatic driving (level 4). Level 1 has an autopilot function that uses adas to assist drive.
It can be seen that adas is the technical basis for the development of autonomous vehicles. Under the specific strategy of automakers such as FAW and Changan, the development of adas at the supply end of local joint ventures is expected to be brought up.
Looking at the adast business opportunities, local auto parts manufacturers in mainland China have begun to lay out. Tire rim manufacturer Jingu shares the technology of Suzhou Zhihua Automotive Electronics in the active safety system, and the two parties signed an investment agreement.
Suzhou Zhihua is a subsidiary of the Automotive Research Institute of Tsinghua University. The current lane departure warning system and panoramic parking system have been supplied to Changan Automobile, Guangzhou Automobile, Dongfeng Nissan and other automakers.
The brake system operator Asia Pacific Electromechanical Co., Ltd. also invested in adas manufacturers to create a forward-looking company, intending to integrate Asia-Pacific brake control technology and forward-developed adas system, and use the Asia-Pacific customer resources to bring forward-made products into original equipment manufacturers. (OEM) market.
Other electronics companies have also noticed the market possibilities of adas and entered the automotive sector. For example, Bao Qianli Video Technology Group launched a car night vision product; the touch panel leader Ou Feiguang also began to enter the automotive electronics field, obtained the equity of adas manufacturer Shenzhen Zhuoying Technology, layout smart driving.
From the current market situation, the local manufacturers supply chain supply adas is relatively backward, but the local independent brand car manufacturers invested in independent research and development, plus the components and electronics industry have arranged (Table 1), the future adas market is expected to supply Driven by the local car models in mainland China, it will increase the penetration rate of adas.
Strengthening vehicle safety requirements policy to drive adas loading rate
In view of the high fatality rate caused by traffic accidents, the Chinese mainland authorities have successively put forward relevant measures on traffic management and industrial development policies to strengthen the requirements for vehicle safety.
For example, in the 2008 National Road Traffic Safety Technology Action Plan, the development of "vehicle safety and transportation organization technology" is mentioned, including vehicle safety performance and new technology, equipment application, road transportation organization safety technology, and operational vehicle operation safety monitoring. Technology and equipment, etc., followed by 15 provinces (autonomous regions, municipalities), demonstration projects covering more than 10,000 kilometers of road mileage, training of safe driving skills for more than 8,000 pilots of operating vehicles, maintenance and inspection of 10,000 vehicles More than 3,800 sets.
In 2009, "Automotive Industry Adjustment and Revitalization Planning" set "improving the R&D level of vehicle development" as an important goal, and specifically proposed that "main car products meet the requirements of developed countries, and the safety of heavy trucks and large buses. And comfort is close to international standards, and the overall technology of new energy vehicles has reached international advanced level."
In this plan, and in the new central investment, 10 billion yuan will be arranged as a special fund for technological progress and transformation, with emphasis on supporting automobile manufacturers to upgrade products and improve key technical standards such as energy conservation, environmental protection and safety.
The "Opinions of the State Council on Strengthening Road Traffic Safety" was released in 2012. The "Enhanced Vehicle Safety Supervision" was also listed as a key project. The decree was issued to require all units to formulate and improve relevant policies, promote the merger and reorganization of motor vehicle manufacturing enterprises, and adjust the product structure. Encourage the development of safe, energy-saving and environmentally friendly automotive products.
China's automobile collision safety regulations and new car evaluation standards are still lagging behind advanced countries in Europe and the United States, but they have continued to improve under the impetus of the government authorities. For example, the China New Car Evaluation Regulations (C-NCAP) have gradually adopted electronic body stabilization systems ( Active Stability Systems such as Electronic Stability Control are added to the safety rating standards.
In terms of industry standards, the China Smart Transportation System Standardization Technical Committee of inter-governmental units has set 79 national and industry standards as of 2014, including six vehicle-assisted driving standards that have been released or developed. In the middle, it shows that adas has been valued by the industry and other research circles.
Made in China 2025 Promotes Smart Assisted Driving
In May 2015, the State Council issued "Made in China 2025", which outlines the strategic plan for China to move from a "manufacturing power" to a "manufacturing power" in the next 10 years. "Energy saving and new energy vehicles" is "China". Manufacturing 2025" one of the ten key development areas.
In September of the same year, the "National Manufacturing Powerhouse Construction Strategy Advisory Committee" released the "China Manufacturing 2025 Key Area Technology Roadmap (2015 Edition)", "Energy Saving Vehicles", "New Energy Vehicles", and "Smart Networking Vehicles" were included. Twenty-three key innovation directions.
The Equipment Industry Department of the Ministry of Industry and Information Technology had previously submitted a policy interpretation report on China Manufacturing 2025, further pointing out the specific development strategy of "energy-saving and new energy vehicles", and the smart networked vehicles were included. The first phase of the development of Smart Networked Cars is aimed at achieving smart-assisted driving in 2020. It is necessary to initially establish a smart network-connected car independent research and development system and production supporting system.
The second phase of the goal is to achieve automatic driving in 2025, establish a relatively complete intelligent networked car independent research and development system, production supporting system and industrial cluster, and basically complete the transformation and upgrading of the automotive industry.
The interpretation report also clearly states that one of the key areas of smart connected vehicles is the intelligent assisted driving system, through lane departure warning system, blind zone warning system, driver fatigue warning system, self-adjusting cruise control system and predictive emergency braking system. Etc., reduce traffic accidents by more than 30% and reduce traffic deaths by more than 10%.
After the policy was introduced, the car factory responded with the launch of relevant planning strategies. Taking Changan Automobile as an example, it is estimated that a total of 13 billion yuan will be invested in the development of smart connected vehicles by 2025. The initial goal is to launch mass production of driver assistance technology products in 2015, and 2018. Complete semi-automatic driving technology development. The long-term goal is to achieve a high-automatic driving technology application trial by 2020, and to industrialize unmanned technology in 2025.
In addition, in the list of 46 smart manufacturing pilots released by the Ministry of Industry and Information Technology of the People's Republic of China in July, you can also see the “Smart Networked Vehicle Pilot Demonstrationâ€. Shanghai International Automobile City will become the first intelligent Internet of Things in mainland China. In the pilot pilot zone of the automobile, the preliminary plan is expected to be formed by the end of 2015, with a focus on autonomous driving.
This smart manufacturing demonstration area will be piloted in the "Two Parks", namely Shanghai Auto Expo Park and Tongji University Jiading Campus.
Shanghai Auto Expo Park will be fostered as a demonstration area for testing and verification of smart networked car related technologies, while Tongji University Jiading Campus focuses on smart car development, investing in adas, smart networked cars, autopilot, wireless charging, etc. Research and development of technology.
After the adas, the Taiwanese factory should grasp the cooperation opportunities.
All along, policies have played an important driving force for the development of China's industrial industry. Under the policy of "Made in China 2025", the industry has a practical layout, and the supply side of adas is expected to continue to grow under the policy drive.
In the trend of supply growth, there will be opportunities to bring consumers' awareness of adas products and increase consumer demand. adas is optimistic about the development of mainland China, and Taiwanese companies should grasp this business opportunity (Table 2). .
Looking at the discussion topics of the cross-strait vehicle bridging meeting in the past, we can find that the cooperation and exchanges between China and Taiwan in the vehicle industry are mostly based on the supply chain cooperation of the mainland automakers and Taiwan's component factories, and the cooperative development of electric vehicles. In terms of vehicle electronics, there are many areas in the field of in-vehicle communication.
At the cross-strait vehicle bypass meeting in 2015, Xu Yanhua, deputy secretary-general of the China Association of Automobile Manufacturers, mentioned in a keynote speech that the two sides can communicate on smart connected car technology and cooperate in the development of electronic hardware systems for adas and self-driving cars. . This shows that mainland China has a considerable degree of cooperation intention for Taiwan's vehicle electronic research and development energy.
On the other hand, it is worth noting that in the "Straits Cross-Straits Information Industry and Technology Standards Forum" on September 22, 2015, in the automotive electronics sub-forum, cross-strait connected vehicles focused on vehicle terminals, advanced driver assistance systems, and emergency notification systems for car accidents. (eCall), car networking (V2X) and other projects. In the future, the two sides will take the Internet of Vehicles as the main development area, select the theme to carry out cooperation, and expand the scope of cooperation according to the development of industrial application and the needs of both parties.
In response to the application development of adas, Pang Chunlin, secretary-general of the China Automotive Information Service Industry Application Alliance, pointed out that with the support of the State Administration of Work Safety and the Ministry of Industry and Information Technology, the alliance continues to promote the active safety of "two passengers and one danger" and medium and heavy special vehicles. The project, the future 20 million medium and heavy-duty special vehicles will be included in the centralized supervision system, and it is expected to be forced to install adas-related products, and there are quite a lot of business opportunities behind it.
Therefore, one of the four consensuses of the two sub-forums is "inviting Taiwan's telematics industry to participate in the active safety application of medium and heavy-duty trucks in the mainland and to promote successful experience in cross-strait promotion."
Taiwan's automotive electronics industry chain has become more complete in recent years, and Taiwan's active and passive security manufacturers, vehicle-borne communication systems, and sensing components and image recognition vendors have all invested in adas-related application development and have begun to take shape.
For example, Tongzhi Electronics is not only a reversing radar supplier for international automakers such as GM, Ford, and Nissan in Japan, but also successfully entered the supply chain of joint ventures such as Dongfeng Nissan and Shanghai GM in the mainland, and has developed semi-automatic parking for Shanghai GM. system.
It is recommended that Taiwan's adass manufacturers use the "specialty products" that meet the needs of the driving environment in mainland China to cut into the supply chain of the car factories with a backward layout in the mainland, and seek the cooperation intention of the car manufacturers in the form of product output or cooperative development.
In addition, it can also cooperate with mainland manufacturers to develop "modular products", and even combine Taiwan's telematics system manufacturers to jointly develop products with convenience and security to improve market acceptance; and sensing components and images. Identifying wafer manufacturers will continue to develop at a cost-effective target, providing better solutions for Taiwan or mainland China adas manufacturers.
China's manufacturing 2025 and other policies will accelerate the popularization of adas
China's auto industry chain is still subject to international car manufacturers in many aspects. The adas supply chain is currently controlled by international joint ventures and international component manufacturers. Five international brand car manufacturers such as BMW, Daimler, GM, Toyota and Volkswagen account for Go to the adas 70% market.
In addition, the products are mainly imported, and only a few component manufacturers focus on developing localized products in mainland China and manufacturing them locally.
In the local manufacturers in mainland China, because adas has become an important equipment for future competition with international brands, it is also an important basis for the development of autonomous vehicles. Independent brand car manufacturers have invested in adas research and development, in addition to emphasizing practicality, the products are oriented towards specialization. Modular development. Automotive components and electronics companies have also begun to deploy adas through investment, etc. The investment of these local manufacturers will contribute to the popularity of adas products.
Mainland China attaches great importance to the development of vehicle safety in traffic control and industrial policies, and also includes smart connected cars in China's 2025 automotive industry projects, and includes smart assisted driving in development goals.
Driven by the national major policies, it will help the supply end to continue to invest in the development and application of adas, and in this case will further drive consumers' awareness and demand for adas.
Taiwan's advanced driver assistance systems, telematics, sensing components and image recognition, etc., can consider the above external factors, develop appropriate product strategies, grasp the opportunities of cooperation intentions in mainland China, and cut into the supply chain of local manufacturers in mainland China. .
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