市場調査レポート
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1250810

自動車用デジタルキーの中国市場(2023年)

China Automotive Digital Key Research Report, 2023

出版日: | 発行: ResearchInChina | ページ情報: 英文 297 Pages | 納期: 即日から翌営業日

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自動車用デジタルキーの中国市場(2023年)
出版日: 2023年03月23日
発行: ResearchInChina
ページ情報: 英文 297 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

中国の自動車用デジタルキーの搭載率は、2030年に80%を超えると予想されています。中国では、4,573万台の乗用車にデジタルキーが2022年に搭載されており、前年比93.8%増、搭載率は23.0%にまで上昇し、デジタルキー市場全体が急成長しています。

当レポートでは、中国の自動車用デジタルキー市場に焦点を当て、市場の現状、デジタル主要業界チェーンと開発動向、デジタルキーシステムのサプライヤーなどの情報を提供しています。

目次

第1章 自動車用デジタルキーの概要

  • 自動車用キーの開発実績
  • 自動車用デジタルキーの概要
  • デジタルキーの用途分野
  • デジタルキーの主な利点
  • デジタルキーの技術ルート
  • Bluetoothキー
    • Bluetoothキーシステムの特長
    • Bluetoothキーの自動車内用途
    • Bluetoothキーシステムの構成
  • NFCキー
    • NFCキーシステムの特長
    • NFCキーシステムの構成
    • NFCキーの自動車内用途
  • UWBキー
    • UWBキーシステムの特長
    • NFCキーの用途分野
    • 携帯電話による最初のUWBの使用
    • UWBキーの自動車内用途
    • UWBキーシステムの構成
    • 主要自動車メーカーのデジタルキーの発売スケジュール
    • 典型的なBLE+UWB+NFCデジタルキーの構成ソリューション
    • UWBの開発動向
  • デジタルキーの標準仕様
    • Car Connectivity Consortium (CCC)
    • FiRa Consortium
    • IIFAA
    • ICCE
    • ICCOA

第2章 自動車用デジタルキー市場の現状

  • デジタルキー市場全体
    • 搭載台数と搭載率
    • 主要ブランド・モデル別
    • 価格帯別
    • 企業タイプ別
    • 技術別
  • Bluetoothの主要市場セグメント
    • 搭載台数と搭載率
    • 主要ブランド・モデル別
    • 価格帯別
    • 企業タイプ別
  • NFCの主要市場セグメント
    • 搭載台数と搭載率
    • 主要ブランド・モデル別
    • 価格帯別
  • BLE+NFCの主要市場セグメント
    • 搭載台数と搭載率
    • 主要ブランド・モデル別
    • 価格帯別
  • BLE+NFC+UWBの主要市場セグメント
    • 搭載台数と搭載率
    • 主要ブランド・モデル別
    • 価格帯別
  • PEPSおよびデジタルキーセグメント
    • PEPSシステムのイントロダクション
    • 搭載台数と搭載率
    • 主要ブランド・モデル別
    • 価格帯別
    • 企業タイプ別
    • 市場規模
    • 世界のPEPSサプライヤー
    • 中国のPEPSサプライヤー

第3章 デジタル主要業界チェーンと開発動向

  • デジタルキー業界チェーン
    • デジタルキーチップ
    • UWBチップ
    • デジタルキーソフトウェアプロバイダー
    • デジタルキーシステムインテグレーター
    • デジタルキーシステムサプライヤー(外資系企業)の製品情勢
    • デジタルキーシステムサプライヤー(国内企業)の製品構成
  • デジタルキーのコスト構成
    • デジタルキーのコスト構成:NFCキー
    • デジタルキーのコスト構成:BLEキー
    • デジタルキーのコスト構成:NFC+BLE
    • デジタルキーのコスト構成:BLE+NFC+UWB
  • デジタルキーの市場規模予測(I)
  • デジタルキーの市場規模予測(Ⅱ)
  • デジタルキーの開発動向(1)
  • デジタルキーの開発動向(2)
  • デジタルキーの開発動向(3)
  • デジタルキーの開発動向(4)
  • デジタルキーの開発動向(5)

第4章 OEMの自動車用デジタルキー情勢

  • 中国の独立系ブランド
    • 中国の独立系ブランドの乗用車におけるデジタルキーの搭載状況と搭載率
    • 中国の独立系ブランドのデジタルキーを搭載した乗用車のブランドとモデル
    • 中国の独立系ブランドの乗用車のデジタルキーの価格と技術
    • BYD
    • Changan Automobile
    • Geely
  • 新興ブランド
    • 新興ブランドの乗用車におけるデジタルキーの搭載状況と搭載率
    • 新興ブランドのデジタルキーを搭載した乗用車のブランドとモデル
    • 新興ブランド乗用車のデジタルキー価格と技術
    • Tesla
    • Li Auto
    • NIO
    • Xpeng
  • 合弁ブランド
    • 合弁ブランドの乗用車におけるデジタルキーの搭載状況と搭載率
    • 合弁ブランドのデジタルキーを搭載した乗用車のブランドとモデル
    • 合弁ブランドの乗用車のデジタルキー価格と技術
    • Hyundai
    • BMW

第5章 デジタルキーチップサプライヤー

  • NXP
  • ST
  • TI

第6章 海外のデジタルキーシステムのサプライヤー

  • Pektron
  • G+D Mobile Security
  • Alps Alpine
  • Marquardt
  • Irdeto
  • Bosch
  • Valeo
  • Continental
  • FORVIA
  • KOSTAL
  • Denso
  • Huf Group
  • TOKAI RIKA

第7章 国内のデジタルキーシステムのサプライヤー

  • INGEEK
  • YF Tech
  • UBITRAQ
  • ADAYO
  • Jingwei Hirain
  • PATEO
  • TsingCar
  • Vecentek
  • TrustKernel
  • Allhopes
目次
Product Code: YSJ117

Automotive Digital Key Research: the pace of mobile phones replacing physical keys quickens amid the booming market

The "China Automotive Digital Key Research Report, 2023" released by ResearchInChina combs through and summarizes the digital key market, supply chain, chip vendors, system integrators and OEMs, and predicts future trends.

In 2030, the installation rate of digital keys in China will exceed 80%.

In 2022, 4.573 million passenger cars were installed with digital keys in China, a year-on-year upsurge of 93.8%, with the installation rate up to 23.0%, about 11.4 percentage points higher than in the previous year. The overall digital key market is burgeoning.

Thanks to the market demand and the mature BLE, NFC and UWB technologies, the Chinese digital key market is entering a 10-year boom period. It is predicted that the installation rate of digital keys for passenger cars in China will exceed 80% by 2030, and the BLE+NFC or BLE+NFC+UWB integrated solution will prevail in the market.

BLE+NFC and BLE+NFC+UWB will target the low- & mid-end, and high-end markets, respectively.

By segments in 2022, the digital key market is characterized by the following.

1. By technology:

BLE is still the mainstream in the market, but its installations account for a decreasing proportion year by year.

The installations of the BLE+NFC integrated solution enjoy a fast-growing share of the installations.

The BLE+NFC+UWB integrated solution is mounted on vehicles.

2. By price range:

Models worth RMB150,000 or below mainly adopt BLE, while the proportion of the BLE+NFC solution in them is on the rise year by year.

Models worth RMB150,000-300,000 tend to use the BLE+NFC solution, which has replaced BLE and become the mainstream solution.

Models worth over RMB300,000 have introduced UWB, and the BLE+NFC+UWB integrated solution has been seen in vehicles.

In the years to come, the market segments are expected to develop in a differentiated way on the premise of prevailing integrated solutions.

The BLE+NFC solution will dominate in the low- & mid-end markets where models are priced below RMB200,000.

The big advantage of the BLE+NFC solution lies in its high cost performance. On one hand, it does not need a physical smart key required by a PEPS system; on the other hand, costing only tens of yuan more than a BLE or an NFC solution, the solution can just deal with emergencies, for example, mobile phones run out of power, so it is more suitable for cost-effective models valued below RMB200,000.

It is predicted that the installation rate of the BLE+NFC solution will swell from 10% in 2022 to 40% in 2030 as the most popular automotive digital key solution in China.

The BLE+NFC+UWB solution will be first mounted on intelligent EV models priced at over RMB400,000.

The BLE+NFC+UWB solution outperforms in security, positioning accuracy and availability, but it costs threefold more than the NFC+BLE solution.

In 2022, the installation rate of UWB in mobile phones was about 20%, far lower than Bluetooth (100%) and NFC (50%). Only Apple, Samsung Note20 Series and Xiaomi MIX4 were equipped with UWB chips.

It is expected that the BLE+NFC+UWB solution will be first available to models priced at over RMB400,000, and then to models worth RMB200,000-300,000, especially intelligent new energy vehicles.

The competition among digital key suppliers intensifies.

In terms of the supply chain, NXP, ST and TI mainly provide communication chips, G+D Mobile Security primarily offers security chips, and INGEEK is a provider of backend software, while system integrators link upstream software and hardware suppliers and provide digital key systems to OEMs directly.

In 2022, FinDreams Technology, Pektron and YF Tech acted as major digital key system integrators in China.

FinDreams Technology mainly provided in-house support for BYD, with a far bigger market share than its counterparts.

Pektron primarily supported Tesla.

YF Tech was a supporting service provider of GAC Aion, GAC Trumpchi, Li Auto, Dongfeng FX, AITO and HYCAN.

YF Tech focuses on four fields: intelligent cockpits, intelligent driving, body electronics and intelligent electric. It has independently developed integrated digital key solutions covering cloud, mobile phones and cars. It has cooperated with more than 20 automakers on mass production and designated projects, and supported over 50 production models.

In Q3 2022, YF Tech produced its BLE+NFC+UWB solution in quantities. This solution is compatible with private protocols/ICCOA/CCC/ICCE and other industry specifications and enables such functions as active unlocking, offline sharing and NFC unlocking.

In 2023, the digital key of YF Tech is to be added to high accuracy distance measurement (HADM) modules to enable deep integration between smartphones and IVI systems, and other extended functions. It has been designated by a top OEM and an emerging auto brand.

UWB will become the biggest hotspot in the future.

Following BLE and NFC, UWB will become a hotspot in the future market, so Chinese and foreign suppliers are stepping up their layout.

Overseas:

In 2022, KOSTAL mass-produced UWB keys for NIO ET7 and ET5. It will spawn the UWB-based tailgate kick solution in the future.

Continental's UWB-based CoSmA digital key system has secured orders from three mainstream automakers.

Marquardt's PnD3 digital key composed of UWB module, ECU and door handle sensor is a modular solution.

Hella, a subsidiary of FORVIA, will launch the UWB-based Smart Car Access system in 2023.

The BLE+NFC+UWB solution co-developed by Alps Alpine and G+D Mobile Security will be marketed in 2025.

Bosch's Identity xtended is a next-generation UWB-based keyless product.

China:

TsingCar has established two business lines of UWB digital keys and UWB radars, and has forged close partnerships on projects with mainstream OEMs and Tier1 suppliers.

UBITRAQ provides digital keys, radars and other products based on UWB, and offers flexible software and hardware cooperation modes to Tier1 suppliers.

YF Tech boasts high, medium and low configuration digital key solutions that support BLE/NFC/UWB positioning modules. In 2023, it will implement mass production projects for several leading OEMs/emerging carmakers.

INGEEK's Intelligent Connected System (ICS) enables "person-vehicle-scenario" digital connection through communication modes such as 4G/5G/BLE/UWB/NFC.

Based on Bosch's technology, UAES has introduced a variety of NFC/BLE/UWB digital key solutions. Wherein, the BLE+UWB digital key was put into production in its Liuzhou factory in May 2022.

The UWB digital key solution promoted by ADAYO has been designated by Changan Automobile and Great Wall Motor, and came into mass production in the second half of 2022.

Desay SV together with TrustKernel launched a UWB digital key solution, and secured orders from customers in 2022.

At present, the 4+1 or 0+4 UWB solution finds broad application in the industry. 4+1 stands for four exterior anchor points (on both sides of the front and rear bumpers) and one interior anchor point (center console), providing a wider coverage and the overall performance of keys.

UBITRAQ has introduced its pioneering, patented UWB-AOA single base station positioning system to UWB digital key application scenarios. This product can reduce the number of anchor points in a single vehicle with a UWB digital key from five to at least one (one UWB-AOA is deployed inside). It is currently in closed beta.

Main advantages of UBITRAQ's UWB solution:

1. Reduce the number of UWB anchor points from 5 to 1, slashing the hardware cost;

2. Use fewer devices and wire harnesses, lowering installation difficulty and cost;

3. Lower complexity and higher reliability;

4. Lower maintenance cost.

YF Tech provides different solutions (high, medium and low configurations) to customers. Wherein, the medium and high configuration solutions based on BLE, UWB and NFC modules enable centimeter-level positioning, obtain user trajectories, predict user behaviors, and allow for customization of gesture extension functions.

Table of Contents

1. Overview of Automotive Digital Keys

  • 1.1 Development History of Automotive Keys
  • 1.2 Overview of Automotive Digital Keys
  • 1.3 Application Fields of Digital Keys
  • 1.4 Main Advantages of Digital Keys
  • 1.5 Technology Routes of Digital Keys
  • 1.6 Bluetooth Keys
    • 1.6.1 Features of Bluetooth Key System
    • 1.6.2 In-vehicle Application of Bluetooth Keys
    • 1.6.3 Composition of Bluetooth Key System
  • 1.7 NFC Keys
    • 1.7.1 Features of NFC Key System
    • 1.7.2 Composition of NFC Key System
    • 1.7.3 In-vehicle Application of NFC Keys
  • 1.8 UWB Keys
    • 1.8.1 Features of UWB Key System
    • 1.8.2 Application Fields of NFC Keys
    • 1.8.3 Mobile Phones Are the First to Use UWB
    • 1.8.4 In-vehicle Application of UWB Keys
    • 1.8.5 Composition of UWB Key System
    • 1.8.6 Digital Key Launch Timetable of Major Automakers
    • 1.8.7 Typical BLE+UWB+NFC Digital Key Configuration Solutions
    • 1.8.8 Development Trends of UWB
  • 1.9 Standard Specifications of Digital Keys
    • 1.9.1 Car Connectivity Consortium (CCC)
    • 1.9.2 FiRa Consortium
    • 1.9.3 IIFAA
    • 1.9.4 ICCE
    • 1.9.5 ICCOA

2. Status Quo of Automotive Digital Key Market

  • 2.1 Overall Digital Key Market
    • 2.1.1 Installations and Installation Rate
    • 2.1.2 By Major Brands and Models
    • 2.1.3 By Price Range
    • 2.1.4 By Enterprise Type
    • 2.1.5 By Technology
  • 2.2 Bluetooth Key Market Segment
    • 2.2.1 Installations and Installation Rate
    • 2.2.2 By Major Brands and Models
    • 2.2.3 By Price Range
    • 2.2.4 By Enterprise Type
  • 2.3 NFC Key Market Segment
    • 2.3.1 Installations and Installation Rate
    • 2.3.2 By Major Brands and Models
    • 2.3.3 By Price Range
  • 2.4 BLE+NFC Key Market Segment
    • 2.4.1 Installations and Installation Rate
    • 2.4.2 By Major Brands and Models
    • 2.4.3 By Price Range
  • 2.5 BLE+NFC+UWB Key Market Segment
    • 2.5.1 Installations and Installation Rate
    • 2.5.2 By Major Brands and Models
    • 2.5.3 By Price Range
  • 2.6 PEPS and Digital Keys Segment
    • 2.6.1 Introduction to PEPS System
    • 2.6.2 Installations and Installation Rate
    • 2.6.3 By Major Brands and Models
    • 2.6.4 By Price Range
    • 2.6.5 By Enterprise Type
    • 2.6.6 Market Size
    • 2.6.7 Global PEPS Suppliers
    • 2.6.8 Chinese PEPS Suppliers

3. Digital Key Industry Chain and Development Trends

  • 3.1 Digital Key Industry Chain
    • 3.1.1 Digital Key Chips
    • 3.1.2 UWB Chips
    • 3.1.3 Digital Key Software Providers
    • 3.1.4 Digital Key System Integrators
    • 3.1.5 Product layout of Digital Key System Suppliers (Foreign Enterprises)
    • 3.1.6 Product Layout of Digital Key System Suppliers (Domestic Enterprises)
  • 3.2 Digital Key Cost Composition
    • 3.2.1 Digital Key Cost Composition: NFC Keys
    • 3.2.2 Digital Key Cost Composition: BLE Keys
    • 3.2.3 Digital Key Cost Composition: NFC+ BLE
    • 3.2.4 Digital Key Cost Composition: BLE+NFC+UWB
  • 3.3 Digital Key Market Size Forecast (I)
  • 3.4 Digital Key Market Size Forecast (II)
  • 3.5 Digital Key Development Trends (1)
  • 3.6 Digital Key Development Trends (2)
  • 3.7 Digital Key Development Trends (3)
  • 3.8 Digital Key Development Trends (4)
  • 3.9 Digital Key Development Trends (5)

4. Automotive Digital Key Layout of OEMs

  • 4.1 Chinese Independent Brands
    • 4.1.1 Digital Key Installations and Installation Rate in Passenger Cars of Chinese Independent Brands
    • 4.1.2 Passenger Car Brands and Models with Digital Keys of Chinese Independent Brands
    • 4.1.3 Digital Key Prices and Technologies for Passenger Cars of Chinese Independent Brands
    • 4.1.4 BYD
    • 4.1.5 Changan Automobile
    • 4.1.6 Geely
  • 4.2 Emerging Brands
    • 4.2.1 Digital Key Installations and Installation Rate in Passenger Cars of Emerging Brands
    • 4.2.2 Passenger Car Brands and Models with Digital Keys of Emerging Brands
    • 4.2.3 Digital Key Prices and Technologies for Passenger Cars of Emerging Brands
    • 4.2.4 Tesla
    • 4.2.5 Li Auto
    • 4.2.6 NIO
    • 4.2.7 Xpeng
  • 4.3 Joint Venture Brands
    • 4.3.1 Digital Key Installations and Installation Rate in Passenger Cars of Joint Venture Brands
    • 4.3.2 Passenger Car Brands and Models with Digital Keys of Joint Venture Brands
    • 4.3.3 Digital Key Prices and Technologies for Passenger Cars of Joint Venture Brands
    • 4.3.4 Hyundai
    • 4.3.5 BMW

5. Digital Key Chip Suppliers

  • 5.1 NXP
    • 5.1.1 Profile
    • 5.1.2 Automotive Access Control System and Products
    • 5.1.3 Bluetooth MCU
    • 5.1.4 NFC+BLE Digital Key Solution
    • 5.1.5 NFC+BLE+UWB Digital Key Solution
    • 5.1.6 Automotive-grade UWB Chip: NCJ29D5
    • 5.1.7 WPG - WPI's Digital Key Solution based on NXP NCJ29D5
  • 5.2 ST
    • 5.2.1 Profile
    • 5.2.2 Next-generation Automotive-grade NFC Reader IC
    • 5.2.3 Digital Key Solutions
    • 5.2.4 Digital Key Customers
  • 5.3 TI
    • 5.3.1 Profile
    • 5.3.2 System Structure of Phone as a Key (PaaK)

6. Foreign Digital Key System Suppliers

  • 6.1 Pektron
    • 6.1.1 Profile
    • 6.1.2 Digital Key Products
  • 6.2 G+D Mobile Security
    • 6.2.1 Profile
    • 6.2.2 Main Digital Key Customers
  • 6.3 Alps Alpine
    • 6.3.1 Profile
    • 6.3.2 Brand New Digital Key System
    • 6.3.3 Alps Alpine and G+D Jointly Develop Wireless Digital Key System Based on CCC Specification
  • 6.4 Marquardt
    • 6.4.1 Profile
    • 6.4.2 PEPS
    • 6.4.3 PnD3 Digital Key
  • 6.5 Irdeto
    • 6.5.1 Profile
    • 6.5.2 Digital Key Solution: Keystone
    • 6.5.3 Chinese Digital Key Customers
  • 6.6 Bosch
    • 6.6.1 Profile
    • 6.6.2 Perfectly Keyless
    • 6.6.3 UWB-based Identity Xtended
    • 6.6.4 Mass Production of Digital Key Controllers in China
  • 6.7 Valeo
    • 6.7.1 Profile
    • 6.7.2 Digital Key: InBlue
    • 6.7.3 InBlue APP
  • 6.8 Continental
    • 6.8.1 Profile
    • 6.8.2 Digital Key Development History
    • 6.8.3 UWB Digital Key
  • 6.9 FORVIA
    • 6.9.1 Profile
    • 6.9.2 UWB Key
  • 6.10 KOSTAL
    • 6.10.1 Profile
    • 6.10.2 UWB Digital Key System
    • 6.10.3 Launch of UWB Digital Key
  • 6.11 Denso
    • 6.11.1 Profile
    • 6.11.2 BLE Digital Key
  • 6.12 Huf Group
    • 6.12.1 Profile
    • 6.12.2 Mobile Phone Digital Key System
    • 6.12.3 Mobile Phone Key Services and Technology
    • 6.12.4 Communication Technology of Mobile Phone Key System
  • 6.13 TOKAI RIKA
    • 6.13.1 Profile
    • 6.13.2 Dynamics of Digital Key Business
    • 6.13.3 Digital Key Solutions
    • 6.13.4 FREEKEY Digital Key System
    • 6.13.5 UWB Digital Key Solution

7. Domestic Digital Key System Suppliers

  • 7.1 INGEEK
    • 7.1.1 Profile
    • 7.1.2 Digital Key Products by Level
    • 7.1.3 Digital Key Products
    • 7.1.4 ICS
    • 7.1.5 Digital Key Application Scenarios
    • 7.1.6 Cybersecurity Solutions
    • 7.1.7 Cybersecurity Services
    • 7.1.8 Release of "My Car Keys" with Tencent Mobility
    • 7.1.9 Digital Key Partners
  • 7.2 YF Tech
    • 7.2.1 Profile
    • 7.2.2 Overall Solutions for Intelligent Vehicles
    • 7.2.3 Digital Key Product Matrix
    • 7.2.4 Digital Key System Framework
    • 7.2.5 Digital Key Configuration Solutions
    • 7.2.6 Digital Key Patents
    • 7.2.7 Core Digital Key Technology
    • 7.2.8 Digital Key Security Mechanism
    • 7.2.9 Digital Key Features
    • 7.2.10 Digital Key Application Scenarios
    • 7.2.11 Advantages of Digital Key Cooperation
    • 7.2.12 Customers & Models Supported
    • 7.2.13 Digital Key Ecological Resources
  • 7.3 UBITRAQ
    • 7.3.1 Profile
    • 7.3.2 UWB Positioning System
    • 7.3.3 UWB-based Automotive Products
    • 7.3.4 UWB Digital Key
    • 7.3.5 UWB Radar
  • 7.4 ADAYO
    • 7.4.1 Profile
    • 7.4.2 Digital Key Technology Innovation
    • 7.4.3 Digital Key Development Route
  • 7.5 Jingwei Hirain
    • 7.5.1 Profile
    • 7.5.2 Development History
    • 7.5.3 Automotive electronic accessories
    • 7.5.4 Body Domain Controllers and PEPS Products
    • 7.5.5 Digital Key Product Supply
  • 7.6 PATEO
    • 7.6.1 Profile
    • 7.6.2 Development History
    • 7.6.3 Business Scope
    • 7.6.4 Digital Key Business
    • 7.6.5 Qing Mobile
  • 7.7 TsingCar
    • 7.7.1 Profile
    • 7.7.2 UWB Digital Key Solution
    • 7.7.3 UWB Application Scenarios
  • 7.8 Vecentek
    • 7.8.1 Profile
    • 7.8.2 Digital Key Solutions
  • 7.9 TrustKernel
    • 7.9.1 Profile
    • 7.9.2 Digital Key Products
    • 7.9.3 Digital Key Solutions
    • 7.9.4 Bluetooth Key Solution
    • 7.9.5 UWB Digital Key Solution
  • 7.10 Allhopes
    • 7.10.1 Profile
    • 7.10.2 IIFAA Digital Key Product Structure
    • 7.10.3 Features of IIFAA Digital Keys
    • 7.10.4 IIFAA Digital Key 2.0
    • 7.10.5 Digital Key & Shared Car Solutions
    • 7.10.6 Car Rental & Auto Finance Solutions
    • 7.10.7 Cooperation Cases (Cesiumai Smart RV System)