中國汽車感測器技術及數據趨勢月監測報告

2024年第一季度，中國乘用車安裝雷射雷達17.3萬輛，較去年同期成長144.2%。

根據ResearchInChina統計，2024年第一季中國乘用車安裝雷射雷達17.3萬輛，較去年同期成長144.2%。2024年，AITO、Xiaomi、Leapmotor等新興品牌紛紛推出搭載LiDAR的新車，Geely新款Galaxy E8率先搭載LiDAR。搭載LiDAR的車型包括WEY Blue Mountain Intelligent Driving Edition（計畫2024年6月發佈，1輛）、第二代AION V（計畫2024年7月發佈，1輛）、Avatr 07（計畫2024年發佈） ） 、1台）、Changan NEVO E07（選裝，計畫2024年10月發佈，2台）、Yangwang U7（計畫2024年發佈，3台）等。

2024年第一季度，單一LiDAR解決方案安裝在14.7萬輛乘用車上，達到85.2%，年增142.7%，安裝率從1.5%上升至3.1%。主要搭載於AITO M7、Li L9、NIO ES6等車型，支援城市NOA等高階智慧駕駛功能。3-LiDAR解決方案安裝在14,000台設備上，而去年同期為4,000台，年成長率為241.2%，超過1-LiDAR/2-LiDAR解決方案。

2024年4月發表的ARCFOX aS進階版PRO售價為25.68萬元。標配三顆Huawei LiDAR和HUAWEI ADS2.0先進智慧駕駛解決方案，支援CAS（防撞系統）、智慧停車、RPA（遠端停車輔助）、AVP（自動代客泊車）等功能。該車型已獲得中國L3級自動駕駛公共道路測試牌照。

LiDAR整合到機器人軸、駕駛艙和車頭燈中，前景光明。

根據美國上市公司Luminar統計，Tesla在2024年第一季的營收佔比超過10%，貢獻超過200萬美元。這些LiDAR預計將用於測試Tesla於 2024 年 8 月宣佈的機器人計程車產品，並支持馬斯克在中國推出機器人計程車的計畫。Baidu Apollo、Pony.ai、WeRide行等中國Robotaxi公司也都在採用以LiDAR為主要感測器的技術路徑。

除了機器人軸之外，LiDAR還可以整合到駕駛艙和車頭燈中。例如，DJI Automotive在北京國際汽車展（北京車展）上展示了其解決方案。該解決方案整合了四種類型的感測器：光達、立體感測器、單聲道感測器和慣性導航。其中，立體感測器提供密集的點雲，光達主要用於補充測距精度。相較於市面上常見的LiDAR+前置攝影機方案，LiDAR-vision可降低成本30%~40%。該解決方案預計將於2025年底至2026年初投入量產。

在北京國際車展上，Hesai Technology與Marelli共同展示了Marelli ATX LiDAR與Marelli高階汽車照明解決方案的整合。該解決方案保持了車輛的平滑外觀和空氣動力學輪廓。它還可以保護您的 LiDAR，同時使其輕鬆保持清潔，無需額外的清潔系統。

本報告對中國汽車感測器產業進行了調查和分析，提供了感測器趨勢的洞察以及感測器安裝數量和安裝率的數據。

目錄

第一章 議題思考：北京國際車展（2024）智慧駕駛與感測器趨勢思考

• 北京國際汽車展覽會概況
• OEM
• 產業鏈-智慧駕駛與感測器
• 附錄：北京國際汽車展-部分車款概覽

第二章 數據監控

• 數據指標
• 調查範圍
• 攝影機總安裝數量及年比變化
• 前視攝影機 - 安裝數量和安裝率：依 OEM
• 前視攝影機 - 安裝數量和安裝率：依價格
• 前視攝影機 - 數量：依品牌/型號
• 側視攝影機 - 安裝數量和安裝率：依 OEM
• 側視攝影機 - 安裝數量和安裝率：依價格
• 側視攝影機 - 數量：依品牌/型號
• 環景攝影機 - 安裝數量和安裝率：依 OEM
• 環景攝影機 - 安裝數量和安裝率：依價格
• 環景攝影機 - 數量：依品牌/型號
• 後置相機 - 安裝數量和比率：依 OEM
• 後置相機 - 安裝數量和安裝率：依價格
• 後視攝影機 - 數量：依品牌/型號
• 客艙攝影機（包括 DMS 和 OMS）- 安裝數量和安裝率：依 OEM
• 客艙攝影機（包括 DMS 和 OMS）- 安裝數量和安裝率：依價格
• 客艙攝影機（包括 DMS 和 OMS）- 安裝數量：依品牌/型號
• 行車記錄器攝影機 - 安裝數量和安裝率：依 OEM
• 行車記錄器攝影機 - 安裝數量和安裝率：依價格
• 行車記錄器攝影機 - 安裝數量：依品牌/型號
• 雷達 - 數量和安裝率：依 OEM
• 雷達 - 安裝數量和安裝率：依解決方案
• 雷達 - 安裝數量和安裝率：依價格
• 雷達 - 安裝數量：依品牌/型號
• 超音波雷達 - 數量和安裝率：依 OEM
• 超音波雷達 - 安裝數量和比率：依解決方案
• 超音波雷達 - 安裝數量和安裝率：依價格
• 超音波雷達 - 安裝數量：依品牌/型號
• LiDAR - 安裝數量和安裝率：依 OEM
• LiDAR – 部署數量和速率：依解決方案
• LiDAR - 安裝數量和比率：依價格
• LiDAR - 數量：依品牌/型號

第三章 產業趨勢

Insight into intelligent driving sensors: "Chip-based" reduces costs, and the pace of installing 3-LiDAR solutions in cars quickens.

LiDARs were installed in 173,000 passenger cars in China in Q1 2024, an annualized upsurge of 144.2%.

According to the statistics from ResearchInChina, LiDARs were installed in 173,000 passenger cars in China in Q1 2024, soaring by 144.2% from the prior-year period, with the installation rate increased from 1.7% to 3.6%, and most were applied by Chinese independent brands. In 2024, in addition to emerging brands like AITO, Xiaomi, and Leapmotor that have launched new cars equipped with LiDAR, Geely's new car Galaxy E8 carried LiDAR for the first time. Models to be launched with LiDAR include WEY Blue Mountain Intelligent Driving Edition (to be launched in June 2024, with 1 unit), 2nd-generation AION V (to be launched in July 2024, with 1 unit), Avatr 07 (to be launched in H2 2024, with 1 unit), Changan NEVO E07 (optional, to be launched in October 2024, with 2 units) and Yangwang U7 (to be launched in H2 2024, with 3 units).

In Q1 2024, single-LiDAR solutions were installed 147,000 passenger cars, 142.7% more than in the same period last year, sweeping 85.2%, with the installation rate rising from 1.5% to 3.1%. They were largely mounted on AITO M7, Li L9 and NIO ES6 among others to support their use of advanced intelligent driving functions such as urban NOA. 3-LiDAR solutions were installed in 14,000 passenger cars compared with 4,000 cars in the same period of the previous year, with a year-on-year growth rate hitting 241.2%, higher than the 1-LiDAR and 2-LiDAR solutions, as a result of a low base last year and the higher sales of brands such as Avatr, Yangwang and ARCFOX.

ARCFOX aS Advance Edition PRO, available on market in April 2024, is priced at RMB256,800. It comes standard with 3 Huawei LiDARs and HUAWEI ADS2.0 advanced intelligent driving solution, supporting such functions as CAS (Collision Avoidance System), smart parking, RPA (Remote Parking Assist), and AVP (Automated Valet Parking). This model has obtained a L3 autonomous driving public road test license in China.

With integration into robotaxis and cockpits and headlights, LiDAR has a bright future.

According to Luminar, a listed US LiDAR company, Tesla accounted for more than 10% of the company's revenue for Q1 2024, that is, Tesla contributed more than USD2 million. It is supposed that these LiDARs will be used for testing robotaxis to support robotaxi products Tesla released in August 2024 and Musk's plan to launch robotaxis in China. Chinese robotaxi players such as Baidu Apollo, Pony.ai and WeRide also adopt the technology route of using LiDAR as the main sensor.

Not only Robotaxi, LiDAR can also be integrated into the cockpit and headlights. For example, DJI Automotive demonstrated its solution at the Beijing International Automotive Exhibition. This solution integrates four types of sensors: LiDAR + stereo sensor + mono sensor+ inertial navigation. Among them, stereo sensors provide dense point clouds, and LiDAR is mainly used to make up the ranging accuracy. Compared with the common LiDAR + front camera solution on the market, the LiDAR-vision solution can reduce the cost by 30% to 40%. This solution is scheduled to be mass-produced in late 2025 or early 2026.

At the Beijing International Automotive Exhibition, Hesai Technology and Marelli together demonstrated the integration of Hesai's ATX LiDAR into Marelli's premium automotive lighting solution. This solution maintains the vehicle's sleek aesthetics and aerodynamic profile. It both protects the LiDAR and makes it easier to keep the LiDAR clean without an additional cleaning system.

"Chip-based" helps reduce costs, and more "1,000 yuan" LiDARs are launched.

At the Beijing International Automotive Exhibition, multiple LiDAR products featuring "1,000 yuan" and "extreme cost performance" were unveiled.

For example, RoboSense launched MX, a LiDAR based on full-stack chip implementation technology (which uses chip to implement the full-stack system with scanning, processing, and transceiver modules). Using the self-developed dedicated SoC M-Core to integrate the entire backend circuit into a single chip reduces MX's motherboard area by 50%, the power consumption by 40%, and the price to less than USD200. In Q1 2025, the first batch of MX products will be spawned and installed in cars.

Hesai Technology's ATX ultra-wide FOV long-range LiDAR based on the fourth-generation chip architecture features cost performance. It still uses the mature architecture of "chip-based transceiver + 1D scanning" for Hesai AT Series. The higher integration of the transceiver module and the simplified core optical scanning structure enable 60% smaller size, 500g lighter weight, the minimum exposed window height of only 25mm, and only 8W power consumption.

Zvision Technologies released ZVISION EZ5, an extremely cost-effective product which is designed on the highly integrated SPAD chip platform design. A single SPAD chip replaces most of the previous discrete components of optoelectronic front-end -> amplification link -> analog-to-digital conversion -> digital signal processing, simplifying architecture and further reducing costs.

WLR-760 LiDAR launched by VanJee Technology adopts the VCSEL+SPAD route. Compared with conventional rotating mirror solutions, it reduces the material types by 60%. It reduces the total number of materials by 80% compared with the conventional semi-solid rotating mirror solution. Thanks to higher integration, the production processes are reduced by up to 30%. By VanJee's estimate, when shipments reach more than 100,000 units, the cost can range at RMB1,000-1,500.

Table of Contents

1 Topic Insight: Intelligent Driving and Sensor Trend Insights of 2024 Beijing International Automotive Exhibition

Overview of Beijing International Automotive Exhibition

• 1.1 OEMs
• Trend 1: PHEV Models Continue to be Released, and the Proportion of HEVs Will Be on the Rise
• Trend 2: Several OEMs Exhibit Hydrogen Fuel Cell Models
• Trend 3: Traffic Is the Priority, and CEOs Become "Internet Celebrities" for Marketing
• Trend 4: Joint Venture OEMs Accelerate the Pace of Local Suppliers to Make Their Car Models More Competitive
• Trend 5: OEMs' Strategies Focus on New Energy and Going Overseas
• Trend 6: More Models Are Equipped with 800V High-Voltage Fast-Charging Battery System
• Trend 7: Independent OEMs Showcase SiC Power Modules
• Trend 8: OEMs Enter Electro-Hybrid Technology to Eliminate Mileage Anxiety
• Trend 9: More OEMs Join the Ranks of Mapless Intelligent Driving
• Trend 10: Intelligent Driving Becomes Available All Over China
• Trend 11: Multiple Models Carry Vision-only Solutions
• Trend 12: FSD Is About to Enter China, Setting off a Wave of End-to-End Technologies
• Trend 13
• Trend 14
• Trend 15
• Trend 16
• Trend 17
• Trend 18
• Trend 19
• Trend 20
• Trend 21
• Trend 22
• Trend 23
• Trend 24
• Trend 25
• Trend 26
• Trend 27
• Trend 28
• Trend 29
• 1.2 Industry Chain - Intelligent Driving and Sensors
• Trend 1:Suppliers Launch More End-to-End Solutions
• Trend 2:Cross-Domain Integration Solutions Are Released Tightly
• Trend 3:Zonal Controllers are the Layout Focus
• Trend 4:Cross-domain Integration Drives the Evolution of Vehicle Operating Systems
• Trend 5:The Cost of Advanced Intelligent Driving Is Lowered in Favor of Its Use in Low-to-mid-end Models
• Trend 6
• Trend 7
• Trend 8
• Trend 9
• Trend 10
• Trend 11
• Trend 12
• Trend 13
• Trend 14
• Trend 15
• Trend 16
• Trend 17
• Trend 18
• Trend 19
• Appendix:Beijing International Automotive Exhibition - Summary of Some Models

2 Data Monitoring

• Data Indicators
• Research Scope
• 2.1 Overall Installations of Camera and YoY
• 2.2 Front View Camera - Overall Installations and Installation Rate by OEM
• 2.3 Front View Camera - Installations and Installation Rate by Price
• 2.4 Front View Camera - Installations by Brand and Model
• 2.5 Side View Camera - Overall Installations and Installation Rate by OEM
• 2.6 Side View Camera - Installations and Installation Rate by Price
• 2.7 Side View Camera - Installations by Brand and Model
• 2.8 Surround View Camera - Overall Installations and Installation Rate by OEM
• 2.9 Surround View Camera - Installations and Installation Rate by Price
• 2.10 Surround View Camera - Installations by Brand and Model
• 2.11 Reversing Camera - Overall Installations and Installation Rate by OEM
• 2.12 Reversing Camera - Installations and Installation Rate by Price
• 2.13 Reversing Camera - Installations by Brand and Model
• 2.14 Cabin Camera (Including DMS & OMS) - Overall Installations and Installation Rate by OEM
• 2.15 Cabin Camera (Including DMS & OMS) - Installations and Installation Rate by Price
• 2.16 Cabin Camera (Including DMS & OMS) - Installations by Brand and Model
• 2.17 Driving Recorder Camera - Overall Installations and Installation Rate by OEM
• 2.18 Driving Recorder Camera - Installations and Installation Rate by Price
• 2.19 Driving Recorder Camera - Installations by Brand and Model
• 2.20 Radar - Overall Installations and Installation Rate by OEM
• 2.21 Radar - Installations and Installation Rate by Solution
• 2.22 Radar - Installations and Installation Rate by Price
• 2.23 Radar - Installations by Brand and Model
• 2.24 Ultrasonic Radar - Overall Installations and Installation Rate by OEM
• 2.25 Ultrasonic Radar - Installations and Installation Rate by Solution
• 2.26 Ultrasonic Radar - Installations and Installation Rate by Price
• 2.27 Ultrasonic Radar - Installations by Brand and Model
• 2.28 LiDAR - Overall Installations and Installation Rate by OEM
• 2.29 LiDAR - Installations and Installation Rate by Solution
• 2.30 LiDAR - Installations and Installation Rate by Price
• 2.31 LiDAR - Installations by Brand and Model

3 Industry Dynamics

• 3.3.1 Peterbilt Introduced Digital Vision System Rearview Mirror
• 3.3.2 PhiGent Robotics Introduced 7V Fisheye NOA Intelligent Driving Solution
• 3.3.3 Bosch Radar Head Li Mingkang Resigned and Joined a Silicon Valley 4D Radar Startup
• 3.3.4 Huawei Launched New Intelligent Vehicle Solution Brand "Qian Kun"
• 3.3.5 RoboSense Released RMB1000-level Mid-range LiDAR MX
• 3.3.6 RoboSense and Momenta Deepened Their Comprehensive Strategic Partnership
• 3.3.7 Hesai Technology Released Ultra-Wide FOV LiDAR ATX Based on the 4th Generation Chip Architecture
• 3.3.8 Hesai Technology and GAC Forged A Partnership
• 3.3.9 Hesai Technology Cooperated with Hongjing Drive on Multiple Fields from ADAS Technology to Intelligent Heavy Trucks
• 3.3.10 Hesai LiDAR-Marelli Headlamp Integrated Solution
• 3.3.11 Quanergy Introduced Next Generation 3D LiDAR Solution
• 3.3.12 LG Innotek Launched "High Performance LiDAR," Capable of Detecting Objects up to 250 Meters Away
• 3.3.13 RAYZ's Long-Range LiDAR Specification Upgraded Again
• 3.3.14 VanJee Technology Established A Korean Subsidiary to Expand Overseas Markets
• 3.3.15 LiangDao Intelligence and GoFurther.AI Formed A Strategic Partnership to Promote the Use of Lateral LiDAR in Production Autonomous Vehicles
• 3.3.16 STRADVISION's New Generation SVNet Was Equipped with Horizon Journey(R) 3
• 3.3.17 Raytron's Infrared Thermal Imaging ASIC-ISP Chip Passed AECQ Certification
• 3.3.18 SenardMicro's Radar Chip Kestrel342 Came into Mass Production
• 3.3.19 Uhnder Launched 4D Digital Imaging Radar Chip S81, Supporting Up to 96 MIMO Channels
• 3.3.20 Raybow Successfully Passed IATF16949 Certification, Going All out to Entered the Automotive LiDAR Market