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市場調查報告書
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1567945

汽車智慧外裝市場（2024年）

Automotive Smart Exteriors Research Report, 2024
出版日期: | 出版商: ResearchInChina | 英文 290 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

1.2030年，中國新能源客車外裝市場規模預計將突破1,500億元。

在電動化、智慧化趨勢下，智慧外裝在中國客車的滲透率不斷上升。根據一項估計，2023年滲透率為10.4%，預計2030年將達到20.8%。

智慧外裝每輛車的內容量比傳統外裝更高。

傳統外裝成本每輛車2000元左右（不含頭燈），主要是保險桿、外後視鏡、密封條、輪圈飾件等。加上頭燈的成本（LED頭燈每輛車售價2800至3800元），每輛車的外裝成本約為5000元。

在智慧化的進程中，外部設備的數量迅速增加。例如，數位格柵的強度是普通格柵的10倍以上，雷射大燈的強度是LED大燈的3倍以上，隱藏式電動門把的強度是普通門把的6.7倍。整體來看，每輛車智慧外裝的內容量是傳統外裝的5倍以上，這意味著每輛車的成本為1萬元（不含頭燈），加上頭燈後每輛車的內容量將超過2萬。

新能源客車發展智慧外裝。ResearchInChina預計，2024年中國新能源客車外裝市場規模將達675.5億元，其中智慧外裝規模將達250.5億元，佔37.1%。預計2030年中國新能源客車外裝市場規模將達到1,531.9億元，其中智慧外裝預計將佔據50%以上的市場佔有率。

2.在智慧化的趨勢下，一些傳統的外裝被智慧型所取代。

在外裝智慧化的趨勢下，一些傳統零件將逐漸被智慧型取代，非外裝設計也將出現。

（1）無B柱設計

無B柱設計通常是無B柱+鉸鏈門設計。不僅車門開口有儀式感，車門開口大（最大開口超過1m），上下車也很方便。不使用B柱的設計在市場上引起了很多關注，特別是在重視其便利性和空間利用率的家庭和商業用戶中。

預定於2024年下半年發表的Zeekr MIX採用無B柱設計。透過取消B柱，Zeekr MIX的車門開啟面積可以進一步擴大，增加車內空間的開放感和靈活性，並增加車內佈局的自由度。

（2）無門把設計

隱藏式門把有利有弊，這裡是無門把解決方案。

無鑰匙進入趨勢允許無門把設計。無門把設計是為使用者解鎖和進出汽車而開發的全新解決方案。無線感應解鎖技術和電動門系統經常被應用。當用戶攜帶智慧鑰匙或透過手機應用程式允許汽車解鎖時，控制單元收到命令後會觸發車門內建電動執行器的操作，車門將自動彈出或它以設定的角度滑動，方便用戶上下車。

2024年4月，Jiyue 07在Auto China上發表。採用無門把設計。此外，Jiyue 07還配備了智慧感應電動門，可一鍵開啟，實現更智慧的開關門。

本報告針對中國汽車智慧外裝市場進行研究分析，提供各類汽車智慧外裝保有量、市場規模、供應商策略、發展趨勢等資訊。

目錄

第1章 汽車智慧外裝市場概述

  • 汽車外部智能
  • 智慧外裝的定義與範圍
  • 智慧外裝普及率
  • 每輛車的外部金額
  • 汽車外裝市場規模
  • 汽車外裝件競爭格局
  • 消費者對汽車智慧外裝的偏好（1）
  • 消費者對汽車智慧外裝的偏好（2）
  • 消費者對汽車智慧外裝的偏好（3）
  • 消費者對汽車智慧外裝的偏好（4）
  • 智慧外裝構成車輛外部互動的中心體

第2章 數位格柵市場

  • 數位格柵簡介
  • 數位格柵發展歷程
  • 主動式格柵百葉窗
  • 發光互動式格柵
  • 汽車格柵專利統計

第3章 隱藏的電動門把市場

  • 隱藏式電動門把的定義
  • 隱藏式電動門把的分類
  • 隱藏式電動門把的安裝數量和比率
  • 安裝的隱藏式電動門把數量：依品牌和型號分類
  • 隱藏式電動門把的數量：依價格範圍劃分
  • 隱藏式電動門把的成本估算
  • 隱藏式電動門把的市場規模
  • 隱藏式電動門把供應商及競爭格局
  • 隱藏式電動門把模型案例
  • 隱藏式門把的發展趨勢

第4章 智慧充電閘市場

  • 智慧充電閘介紹
  • 智慧充電閘的特點
  • 充電閘數量及安裝率
  • 充電站分佈：依價格範圍
  • 量產車型搭載智慧充電閘
  • 智慧充電閘位置和類型
  • 智慧充電閘供應商
  • 智慧充電閘的趨勢

第5章 智慧車燈市場

  • 智慧頭燈的發展歷程
  • 第一代汽車車頭燈市場
  • 第二代汽車頭燈市場
  • 第三代智慧頭燈技術路徑
  • 第三代智慧頭燈市場：像素/雷射頭燈安裝數量及滲透率
  • 光互動功能安裝數量及滲透率
  • DLP 車頭燈
  • 微型 LED
  • 液晶大燈
  • 智慧車頭燈技術的趨勢

第6章 車身氣氛照明及其他市場

  • 車身環境照明簡介
  • 車輛氣氛燈安裝率
  • 有關間接照明的規定
  • 投影機燈
  • 發光標誌、智慧車標誌
  • 智慧B柱
  • 智慧玻璃
  • 電子外後視鏡

第7章 OEM智慧外裝安裝策略

  • Zeekr
  • BMW
  • Cadillac
  • Xiaomi Auto
  • Mercedes-Benz
  • Chery
  • BYD
  • Geely
  • Dongfeng

第8章 汽車智慧外裝供應商

  • Minth Group
  • Magna
  • Hyundai Mobis
  • HASCO Vision
  • ITW
  • Yanfeng Plastic Omnium (YFPO)
  • Hella
  • Foshan Electrical and Lighting (FSL)
  • Marelli
  • Valeo

第9章 汽車智慧外裝總結及趨勢

  • OEM智慧外裝解決方案摘要
  • 供應商智慧外裝解決方案摘要
  • 外部市場發展特性概述
  • 趨勢 1
  • 趨勢 2
  • 趨勢 3
  • 趨勢 4
  • 趨勢 5
  • 趨勢 6
  • 消失的外裝
簡介目錄

Research on automotive smart exteriors: in the trend towards electrification and intelligence, which exteriors will be replaced by intelligence?

The Automotive Smart Exteriors Research Report, 2024 released by ResearchInChina analyzes and studies the installation, market size, content-per-car value, competitive pattern, suppliers' strategy, OEMs' strategy, and development trends of various automotive smart exteriors.

The research covers the following:

Digital grille: digital grille (application scenarios and development history); active grille shutter (installations and installation rate, distribution by price range, and competitive pattern); luminous interactive grille (installations and installation rate, market size, supplier pattern, etc.).

Smart charging gate: features, installation, vehicle model cases, suppliers, development trends, etc.

Hidden door handle: categories, system costs, installation, market size, vehicle model cases, suppliers and competitive pattern, development trends, etc.

Intelligent headlight: development history, main technology routes, installations, penetration rate, vehicle model cases, suppliers, etc.

Body ambient lighting: various body ambient lights, luminous LOGO, application scenarios of projector lamp, installation rate, application cases, etc.

Smart B-pillar: features, vehicle model cases, etc.

Smart glass: features, new applications and trends, etc.

Electronic exterior rearview mirror: features, vehicle model cases, development trends, etc.

1. In 2030, China's new energy passenger car exteriors market will be valued at more than RMB150 billion.

In the trend towards electrification and intelligence, the penetration rate of smart exteriors in passenger cars in China is on the rise. By one estimate, the penetration rate was 10.4% in 2023 and is expected to reach 20.8% in 2030.

Compared with traditional exteriors, smart exteriors boast higher content-per-car value.

The cost of traditional exteriors is about RMB2,000 per car (excluding headlights), largely for bumpers, exterior rearview mirrors, sealing strips, and wheel trims. If the cost of headlights is added (by RMB2,800-3,800 for LED headlights per car), the cost of exteriors per car will be around RMB5,000.

In the intelligent upgrade process, the value of exteriors has surged. For example, the digital grille is more than 10 times the ordinary grille, the laser headlight is more than 3 times the LED headlight, and the hidden electric door handle is 6.7 times the ordinary door handle. Overall, the content value of smart exteriors per car will be more than 5 times traditional exteriors, that is, the cost per car is RMB10,000 (excluding headlights), and plus headlights, the content-per-car value is higher than RMB20,000.

New energy passenger cars pioneer smart exteriors. On ResearchInChina's estimate, China's new energy passenger car exteriors market will be worth RMB67.55 billion in 2024, of which smart exteriors will be valued at RMB25.05 billion, accounting for 37.1%. It is predicted that China's new energy passenger car exteriors market will be valued at RMB153.19 billion in 2030, of which smart exteriors will take an over 50% share.

2. In the trend towards intelligence, some traditional exteriors are being replaced by intelligence.

As exteriors tend to be smart, some traditional components will gradually be replaced by intelligence, and even non-exterior designs will appear.

1) Non-B pillar design

The non-B pillar design is usually a non-B pillar + hinged door design. Not only is the door opening full of sense of ritual, but the extra-wide door opening (maximum opening of more than 1m) makes it more convenient for users to get on and off the car. The non-B pillar design has received much attention in the market, especially from household and business users who appreciate the convenience and space utilization of this design.

Zeekr MIX, to be launched in the second half of 2024, adopts a non-B pillar design. The removal of B-pillar can further expand the opening area of Zeekr MIX's doors, enhance the airy and open feel and flexibility of the car's interior space, and make the car's interior layout more flexible.

2) Non-door handle design

Hidden door handles are quite controversial, and non-door handle solutions then come out.

In the keyless entry trend, non-door handle design becomes possible. Non-door handle design is a new solution developed for users to unlock and get in and off cars. It often applies wireless inductive unlocking technology and power door system. When the user carries the smart key or authorizes the car via the mobile phone APP to unlock, the control unit triggers the operation of the built-in electric actuator of the door after receiving the command, so that the door automatically pops out or slides at a preset angle, so as to facilitate the user's entry.

In April 2024, Jiyue 07 was unveiled at the Auto China. It adopts a non-door handle design. In addition, Jiyue 07 is also equipped with intelligent inductive power doors, allowing the user to open the door with one button and enabling more intelligent door opening.

3) Non-grille design

The original intention of grille design was to meet the engine's need for air intake and heat dissipation. As new energy vehicles develop, this demand has become much weaker. Non-grille design will become a trend in the future.

At the Tokyo Motor Show in November 2023, Nissan's first all-electric crossover concept car Hyper Urban removed its typical V-Motion grille. This means that in the wave of electrification transformation, Nissan begins to use a non-grille design.

4) Hidden antenna design

Automotive antennas tend to be miniaturized and integrated, and hidden design is one of its future development directions.

The significance of hidden antennas is that the introduction of antennas does not affect the appearance of the vehicle body, that is, they are hidden somewhere on the body. Hidden design requires overall consideration of what types of antennas are used and how to simplify antenna deployment on the vehicle body.

5) Non-rearview mirror design

In current stage, the camera of the electronic exterior rearview mirror is installed in the positions similar to ADAS, mainly on the traditional exterior rearview mirror or at the rear of the vehicle. There is also overlap between the functions of the two, such as blind spot detection and lane change assist based on side cameras. At present, one direction of OEMs to achieve overall cost reduction is reuse of ADAS cameras. From the perspective of field of view, the two have the possibility of reuse. In this period, the camera of the electronic exterior rearview mirror still lies in the traditional positions.

In the future, as traditional rearview mirrors disappear, electronic exterior rearview mirrors will only exist for the purpose of installing cameras, and become much less necessary. Some OEM once mentioned its vision of the future electronic rearview mirror solution in which the camera is expected to be moved to the side of the front hood (position 2. in the figure below) or the top corner of the window (position 3. in the figure below). By then, the "non-rearview mirror" design will be realized.

Table of Contents

1. Overview of Automotive Smart Exteriors Market

  • 1.1 Intelligence of Automotive Exteriors
  • 1.2 Definition and Scope of Smart Exteriors
  • 1.3 Penetration Rate of Smart Exteriors
  • 1.4 Content-per-car Value of Exteriors
  • 1.5 Automotive Exteriors Market Size
  • 1.6 Competitive Pattern of Automotive Exteriors
  • 1.7 Consumer Preferences for Automotive Smart Exteriors (1)
  • 1.7 Consumer Preferences for Automotive Smart Exteriors (2)
  • 1.7 Consumer Preferences for Automotive Smart Exteriors (3)
  • 1.7 Consumer Preferences for Automotive Smart Exteriors (4)
  • 1.8 Smart Exteriors Constitute the Main External Interaction Body for Vehicles

2. Digital Grille Market

  • 2.1 Introduction to Digital Grille
  • 2.2 Development History of Digital Grille
  • 2.3 Active Grille Shutter
    • 2.3.1 Installations and Installation Rate of Active Grille Shutters
    • 2.3.2 Distribution of Active Grille Shutters by Price Range
    • 2.3.3 Competitive Pattern of Active Grille Shutter
  • 2.4 Luminous Interactive Grille
    • 2.4.1 Installations and Installation Rate of Luminous Interactive Grille
    • 2.4.2 Luminous Interactive Grille Market Size
    • 2.4.3 Luminous Interactive Grille Application by OEMs
    • 2.4.4 Summary of Luminous Interactive Grille Suppliers
    • 2.4.5 Competitive Pattern of Luminous Interactive Grille Suppliers
  • 2.5 Statistics for Automotive Grille Patents
    • 2.5.1 Ranking of Suppliers and OEMs by Automobile Grille Patent
    • 2.5.2 Keywords of Automotive Grille Patents

3. Hidden Electric Door Handle Market

  • 3.1 Definition of Hidden Electric Door Handle
  • 3.2 Classification of Hidden Electric Door Handles
  • 3.3 Installations and Installation Rate of Hidden Electric Door Handles
  • 3.4 Installation of Hidden Electric Door Handles by Brand and Model
  • 3.5 Installation of Hidden Electric Door Handles by Price Range
  • 3.6 Cost Estimation of Hidden Electric Door Handle
  • 3.7 Hidden Electric Door Handle Market Size
  • 3.8 Suppliers and Competitive Pattern of Hidden Electric Door Handle
  • 3.9 Hidden Electric Door Handle Model Cases
  • 3.10 Development Trends of Hidden Door Handle

4. Smart Charging Gate Market

  • 4.1 Introduction to Smart Charging Gate
  • 4.2 Features of Smart Charging Gate
  • 4.3 Installations and Installation Rate of Electric Charging Gates
  • 4.4 Distribution of Electric Charging Gates by Price Range
  • 4.5 Production Models with Smart Charging Gate
  • 4.6 Location and Type of Smart Charging Gate
  • 4.7 Smart Charging Gate Suppliers
  • 4.8 Trends of Smart Charging Gate

5. Intelligent Headlight Market

  • 5.1 Development History of Intelligent Headlights
  • 5.2 1st Generation Automotive Headlight Market
  • 5.3 2nd Generation Automotive Headlight Market
  • 5.4 3rd Generation Intelligent Headlight Technology Route
  • 5.5 3rd Generation Intelligent Headlight Market: Installations and Penetration Rate of Pixel/Laser Headlights
  • 5.6 Installations and Penetration Rate of Light Interaction Function
  • 5.7 DLP Headlight
    • 5.7.1 Advantages of DLP Headlights
    • 5.7.2 Summary of Models Equipped with DLP Headlights
    • 5.7.3 Models Equipped with DLP
    • 5.7.4 Summary of DLP Headlight Suppliers
  • 5.8 Micro LED
    • 5.8.1 Summary of Models Equipped with Micro LED
    • 5.8.2 Models Equipped with Micro LED
    • 5.8.3 Summary of Micro LED Suppliers
  • 5.9 LCD Headlight
  • 5.10 Intelligent Headlight Technology Trends

6. Vehicle Body Ambient Lighting and Other Markets

  • 6.1 Introduction to Vehicle Body Ambient Lighting
  • 6.2 Installation Rate of Vehicle Body Ambient Lighting
  • 6.3 Regulations on Ambient Lighting
  • 6.4 Projector Lamp
    • 6.4.1 Features of Film Lens Projector Lamp
    • 6.4.2 Features of MLA Projector Lamp
  • 6.5 Luminous LOGO and Intelligent Vehicle LOGO
    • 6.5.1 Installations and Installation Rate of Luminous LOGO
    • 6.5.2 Characteristics of Luminous LOGO and Intelligent Vehicle LOGO Application by OEMs
  • 6.6 Smart B-pillar
    • 6.6.1 Application Characteristics of Smart B-pillar (1)
    • 6.6.2 Application Characteristics of Smart B-pillar (2)
    • 6.6.3 Smart B-pillar Models Supported by Fuyao
  • 6.7 Smart Glass
    • 6.7.1 Application of Smart Glass (1)
    • 6.7.2 Application of Smart Glass (2)
    • 6.7.3 Application of Smart Glass (3)
    • 6.7.4 Application of Smart Glass (4)
    • 6.7.5 Application Trends of Smart Glass
  • 6.8 Electronic Exterior Rearview Mirror

7. Smart Exterior Installation Strategies of OEMs

  • 7.1 Zeekr
    • 7.1.1 Smart Exterior Installation Strategy
    • 7.1.2 Smart Exterior Vehicle Model Cases (1)
    • 7.1.3 Smart Exterior Vehicle Model Cases (2)
    • 7.1.4 Smart Exterior Vehicle Model Cases (3)
    • 7.1.5 Smart Exterior Vehicle Model Cases (4)
  • 7.2 smart
    • 7.2.1 Smart Exterior Installation Strategy
    • 7.2.2 Smart Exterior Vehicle Model Cases (1)
    • 7.2.3 Smart Exterior Vehicle Model Cases (2)
  • 7.3 BMW
    • 7.3.1 Smart Exterior Installation Strategy
    • 7.3.2 Smart Exterior Vehicle Model Cases
  • 7.4 Cadillac
    • 7.4.1 Smart Exterior Installation Strategy
    • 7.4.2 Smart Exterior Vehicle Model Cases (1)
    • 7.4.3 Smart Exterior Vehicle Model Cases (2)
  • 7.5 Xiaomi Auto
    • 7.5.1 Smart Exterior Installation Strategy
    • 7.5.2 Smart Exterior Vehicle Model Cases (1)
    • 7.5.3 Smart Exterior Vehicle Model Cases (2)
  • 7.6 Mercedes-Benz
    • 7.6.1 Smart Exterior Installation Strategy
    • 7.6.2 Smart Exterior Vehicle Model Cases
  • 7.7 Chery
    • 7.7.1 Smart Exterior Installation Strategy
    • 7.7.2 Smart Exterior Vehicle Model Cases
  • 7.8 BYD
    • 7.8.1 Smart Exterior Installation Strategy
    • 7.8.2 Smart Exterior Vehicle Model Cases (1)
    • 7.8.3 Smart Exterior Vehicle Model Cases (2)
    • 7.8.4 Smart Exterior Vehicle Model Cases (3)
  • 7.9 Geely
    • 7.9.1 Smart Exterior Installation Strategy
    • 7.9.2 Smart Exterior Vehicle Model Cases (1)
    • 7.9.3 Smart Exterior Vehicle Model Cases (2)
  • 7.10 Dongfeng
    • 7.10.1 Smart Exterior Installation Strategy
    • 7.10.2 Smart Exterior Vehicle Model Cases (1)
    • 7.10.3 Smart Exterior Vehicle Model Cases (2)
    • 7.10.4 Smart Exterior Vehicle Model Cases (3)

8. Automotive Smart Exteriors Suppliers

  • 8.1 Minth Group
    • 8.1.1 Smart Exterior Layout
    • 8.1.2 Smart Exteriors (1)
    • 8.1.3 Smart Exteriors (2)
    • 8.1.4 Smart Exteriors (3)
    • 8.1.5 Smart Exterior Application Cases
    • 8.1.6 Dynamics in Smart Exterior Cooperation (1)
    • 8.1.7 Dynamics in Smart Exterior Cooperation (2)
    • 8.1.8 Other Dynamics in Smart Exteriors
    • 8.1.9 Supporting of Smart Exteriors
  • 8.2 Magna
    • 8.2.1 Profile
    • 8.2.2 Smart Exterior Layout
    • 8.2.3 Smart Exteriors (1)
    • 8.2.4 Smart Exteriors (2)
    • 8.2.5 Smart Exteriors (3)
  • 8.3 Hyundai Mobis
    • 8.3.1 Profile
    • 8.3.2 Global Layout
    • 8.3.3 Smart Exterior Layout
    • 8.3.4 Deployments in Smart Exteriors
    • 8.3.5 Smart Exteriors (1)
    • 8.3.6 Smart Exteriors (2)
    • 8.3.7 Smart Exteriors (3)
    • 8.3.8 Smart Exteriors (4)
  • 8.4 HASCO Vision
    • 8.4.1 Profile
    • 8.4.2 Development History and Financial Data
    • 8.4.3 Smart Exteriors (1)
    • 8.4.4 Smart Exteriors (2)
    • 8.4.5 Smart Exteriors (3)
    • 8.4.6 Smart Exterior Application Cases (1)
    • 8.4.7 Smart Exterior Application Cases (2)
  • 8.5 ITW
    • 8.5.1 Profile
    • 8.5.2 Smart Exterior Business Layout
    • 8.5.3 Smart Exteriors (1)
    • 8.5.4 Smart Exteriors (2)
  • 8.6 Yanfeng Plastic Omnium (YFPO)
    • 8.6.1 Profile
    • 8.6.2 Development History
    • 8.6.3 Smart Exteriors (1)
    • 8.6.4 Smart Exteriors (2)
    • 8.6.5 Dynamics in Smart Exterior Cooperation
  • 8.7 Hella
    • 8.7.1 Profile
    • 8.7.2 Operation
    • 8.7.3 Development History of Automotive Lighting Technology
    • 8.7.4 Development History in China
    • 8.7.5 Layout in China
    • 8.7.6 Smart Exteriors (1)
    • 8.7.7 Smart Exteriors (2)
    • 8.7.8 Smart Exteriors (3)
  • 8.8 Foshan Electrical and Lighting (FSL)
    • 8.8.1 Profile
    • 8.8.2 Finance and Equity
    • 8.8.3 Smart Exterior Layout
    • 8.8.4 Subsidiary Nanning Liaowang Auto Lamp
    • 8.8.5 Smart Exterior Layout of Nanning Liaowang Auto Lamp
    • 8.8.6 Smart Exteriors of Nanning Liaowang Auto Lamp
    • 8.8.7 Subsidiary Foshan NationStar Optoelectronics
  • 8.9 Marelli
    • 8.9.1 Profile
    • 8.9.2 Development History of Smart Exteriors
    • 8.9.3 Smart Exterior Layout and Cooperative Customers
    • 8.9.4 Smart Exteriors (1)
    • 8.9.5 Smart Exteriors (2)
    • 8.9.6 Smart Exteriors (3)
    • 8.9.7 Smart Exteriors (4)
    • 8.9.8 Latest Products in Smart Exteriors
  • 8.10 Valeo
    • 8.10.1 Profile
    • 8.10.2 Development History of Smart Exteriors
    • 8.10.3 Layout in China
    • 8.10.4 Smart Exteriors (1)
    • 8.10.5 Smart Exteriors (2)
    • 8.10.6 Smart Exteriors (3)
    • 8.10.7 Smart Exterior Application Cases

9. Summary and Trends of Automotive Smart Exteriors

  • 9.1 Summary of Smart Exterior Solutions of OEMs
  • 9.2 Summary of Smart Exterior Solutions of Suppliers
  • 9.3 Summary of Development Characteristics of Exteriors Market
  • 9.4 Trend 1
  • 9.5 Trend 2
  • 9.6 Trend 3
  • 9.7 Trend 4
  • 9.8 Trend 5
  • 9.9 Trend 6
  • 9.10 Disappearing Exteriors
    • 9.10.1 Disappearing Exteriors (1)
    • 9.10.2 Disappearing Exteriors (2)
    • 9.10.3 Disappearing Exteriors (3)
    • 9.10.4 Disappearing Exteriors (4)
    • 9.10.5 Disappearing Exteriors (5)