中国の自動車用インテリジェントコックピットの技術とデータの動向に関する月次モニターレポート

インテリジェントコックピットの中核となるインタラクティブ端末として、車両用ディスプレイシステムは常に業界で注目を集めています。2024年第1四半期、市場は活況を呈し、その特徴は以下の通りです。

01 センターコンソールの大画面化の動向は顕著で、10インチ以上の画面が80％以上を占めています。

2024年に入り、自動車用ディスプレイの大型化動向はますます顕著になります。センターコンソールは、コックピットの中核となるインタラクティブな入り口として、この動向の焦点にもなっています。ResearchInChinaのデータによると、2024年1月～2月、中国の乗用車307万6,000台に大型センターコンソールカラースクリーンが搭載され、前年同期比で36.1％の伸びとなっています。このうち、10インチ以上のスクリーンのシェアは82.8％で、前年同期から10.5ポイント上昇しました。

サイズ別では、10～12インチが33.3％から39.4％へと年率換算で6.1ポイント増加し、もっとも高い伸びを示しました。これは主にAITO M7、BYD Seagull、Corolla Cross、Qin PLUSなどへの搭載が急増したことによるもので、15インチ以上は12.4％と3.1ポイント増加しました。

2024年2月現在、10インチ以上の大型センターコンソールカラースクリーンは、中国の150近い自動車ブランドの700超のモデルをカバーしています。一方、15インチ以上のスクリーンは独立ブランドの18％を占め、代表的なモデルはAITO M7（15.6インチ）、Li L7/L8/L9（15.7インチ）、Deepal S7（15.6インチ）、Denza D9（15.6インチ）です。

これに対し、2024年1～2月の合弁ブランドでは、大型センターコンソールのシェアは5.8％と低く、主な採用車両タイプはModel Y、Model 3、Ford Mondeo/Explorerでした。

一体型ディスプレイは、超広視野、マルチタスク、運転席と副操縦席のシナジー/共有といった利点を提供し、高級モデルの第一の選択肢となっています。2024年2月現在、中国ではAvatr 12、Jiyue 01、Galaxy E8が「3-in-one」一体型ディスプレイソリューションを採用しています。

今後、車両用一体型ウルトラワイドディスプレイは、大型化、高解像度化、多機能統合化、タッチ/ボイスコントロール、パーソナライズ設定といった方向に向かう見込みです。

GeelyとBaiduが共同開発したJiyue 01は2023年10月に発売されました。Qualcomm 8295コックピットチップを搭載し、BaiduのERNIE Bot基盤モデル、Apollo、Baidu Mapを深く統合し、Xiaodu Ecosystemと相互接続します。

コックピットセンターコンソールには、運転席から副操縦席まで広がる3Dバウンドレス一体型ディスプレイが装備されています。フルスクリーン表示が可能で、必要に応じてクラスター、センターコンソール、コパイロットシートの3つの機能ゾーンに分割することもできます。ドラッグ、ズーム、3本指操作などのインタラクションに対応します。

TCL CSOTが製造したこの35.6インチディスプレイはMini-LEDディスプレイ技術を搭載し、解像度6K、コントラスト比70万：1、ピクセル密度最大185PPIを特徴とし、没入感のある3DビジュアルHMI効果を実現します。

2024年1月、Geely Galaxy E8が発売され、初の45インチ大型8K統合フローティングディスプレイを搭載し、全体サイズは1,157*159mm、有効表示領域のサイズは1,130*138mmです。クラスタースクリーン、センターコンソールスクリーン、コパイロットシートスクリーンを統合し、独立した分割スクリーン操作やフルスクリーン表示が可能で、例えば没入感のある視聴やゲームのプレイ（分割スクリーンでの2人対戦をサポート）ができます。

当レポートでは、中国の自動車用インテリジェントコックピット産業について調査分析し、詳細なデータ指標に加え、動向予測、新車調査、OTA追跡などのコンテンツを提供しています。

目次

第1章 トピックの考察

• トピック1：バーチャル/デジタルヒューマンと自動車における用途
• トピック2：OEMのOTAの追跡（2024年3月）

第2章 市場動向

第3章 新車調査

• Leapmotor C10
• Xiaomi SU7
• Changan UNI-Z
• Changan NEVO A07 Zhenxiang Edition
• EXEED Stellar C-DM

第4章 データモニタリング

• インテリジェントコックピットドメインコントローラーデータ
• LCDクラスターデータ
• センターコンソールスクリーンデータ
• HUDデータ
• リアエンターテインメントスクリーンデータ
• 車両用ナビゲーションシステムデータ
• OTAデータ

第5章 産業動向

• コックピットチップ/ドメインコントローラー/ハードウェアの力学
• 車両用ディスプレイシステムの力学
• 自動車用インフォテインメントシステムとソフトウェアの力学
• 車内モニタリングシステムの力学

Insight into intelligent cockpit: the trend towards large screens is obvious, with >10" center console screens sweeping over 80%.

Based on the 2023 Edition, the 2024 Edition of Monthly Monitoring Report on China Automotive Intelligent Cockpit Technology and Data Trends adds trend forecasts, new car research, OTA tracking and other contents, and further details data indicators. In April, the latest edition of Monthly Monitoring Report on China Automotive Intelligent Cockpit Technology and Data Trends (Issue 2, 2024) was officially released.

As a core interactive terminal of intelligent cockpits, vehicle display system always draws attention in the industry. In Q1 2024, the market boomed and was characterized by the following:

01 The trend towards large center console screens is obvious, with >10" screens sweeping more than 80%.

Entering 2024, the trend towards large vehicle displays becomes ever obvious. Center console, as the core interactive entrance of the cockpit, has also become the focus in this trend. According to the data from ResearchInChina, from January to February 2024, large center console color screens were installed in 3.076 million passenger cars in China, a like-on-like jump of 36.1%. Wherein, >10" screens took an 82.8% share, up 10.5 percentage points from the same period last year.

By size range, the proportion of 10-12 inches grew fastest, up 6.1 percentage points from 33.3% to 39.4 on an annualized basis, mainly driven by the surging installations in AITO M7, BYD Seagull, Corolla Cross and Qin PLUS among others; >15" screens followed, with a share of 12.4%, up 3.1 percentage points, mainly thanks to the surging installations in Li L7, Jetour Traveler, Model Y and other models.

In terms of applied models, as of February 2024, >10" large center console color screens have covered 700+ models of nearly 150 auto brands in China. Wherein, >15" screens made up 18% of models of independent brands, and typical models were AITO M7 (15.6 inches), Li L7/L8/L9 (15.7 inches), Deepal S7 (15.6 inches) and Denza D9 (15.6 inches).

In comparison, from January to February 2024, large center console screens took a small share (5.8%) in joint venture brands, and main models applied were Model Y, Model 3, and Ford Mondeo/Explorer.

Wherein, integrated displays offer the benefits of super large view, multi-tasking, and synergy/sharing between driver's and copilot seats, having become the first choice for high-end models. As of February 2024, in China Avatr 12, Jiyue 01 and Galaxy E8 have adopted the "three-in-one" integrated display solution.

In the future, ultra-wide vehicle integrated displays will head in the direction of larger size, higher resolution, multi-function integration, touch and voice control, and personalized settings.

Jointly developed by Geely and Baidu, Jiyue 01 was launched in October 2023. It packs Qualcomm 8295 cockpit chip, deeply integrates Baidu's ERNIE Bot foundation model, Apollo and Baidu Map, and interconnects with Xiaodu Ecosystem.

The cockpit center console is equipped with a 3D boundless integrated display which spans from the driver's seat to the copilot seat. It enables full screen display, or can be divided into three functional zones as needed: cluster, center console, and copilot seat. It supports interactions such as dragging, zooming, and three-finger operation.

This 35.6-inch display built by TCL CSOT is equipped with Mini-LED display technology, and features a resolution of 6K, a contrast ratio of 700,000:1, and a pixel density of up to 185 PPI, realizing an immersive 3D visual HMI effect.

In January 2024, Geely Galaxy E8 was launched, first equipped with a 45-inch large 8K integrated floating display with an overall size of 1157*159mm and an effective display area size of 1130mm*138mm. It integrates cluster, center console screen, and copilot seat screens, and allows for independent split screen operation or full screen display, for example, immersive viewing, and playing games (supporting split-screen two-player battle).

The display is built by BOE Varitronix Limited, with a resolution of 8K and a quasi-retina-level pixel density. Integrating touch and display reduces 10 components to 7 in the conventional design, which not only reduces the weight by 1kg, but also ensures that ultra-thin thickness of 9.8mm meets safety standards and the ultra-narrow black bezel of 7.5mm enables a screen-to-body ratio as high as 98%.

In 2023, LG Display supplied 27-inch OLED displays to Hyundai Genesis, and was installed on 2024 GV80. In April 2024, it secured another large LCD display order from an overseas OEM, which was estimated to be a >30" P2P (Pillar to Pillar) display. The production has stared. The mass production is scheduled to start in Q1 2026.

At CES 2024, LG Display announced a 57-inch P2P LCD vehicle display, the world's first display with a size of over 50 inches. Featuring a maximum curvature of 3,500R, the 57-inch P2P LCD provides various driving information, climate controls, and other vehicle information at a glance and allows passengers to enjoy various content, such as movies or games, in high definition with exceptional touch responsiveness thanks to LG Display's proprietary 'In-Cell Touch' technology.

02 With n-car entertainment demand increased, and the installation rate of rear entertainment screens boomed sharply.

With the increasing demand for cockpit entertainment, rear entertainment screens also usher in a boom period. According to the statistics from ResearchInChina, from January to February 2024, rear entertainment screens were installed in 172,000 passenger cars in China, rocketing by 259.1% from the prior-year period.

As seen from the monthly trend, entering 2024, the installation rate (stabilizing at 2%-3% in 2023) of rear entertainment screens enjoyed a spurt, exceeding 5% in both January and February, which was mainly driven by models such as AITO M5, Li L9, Xpeng 9 and new Model 3. Next, more models are expected to carry rear entertainment screens, with the installation rate expected to be over 10% in 2025.

Rear entertainment screens are often installed behind the front seats or behind the center armrest. To meet diversified needs, some manufacturers have built large foldable ceiling screens for rear passengers. With a size even larger than the center console, thy can meet the needs in multiple scenarios such as meeting, rest, and entertainment, and bring much better experience for rear passengers. Typical models include Xpeng 9, Li MEGA, Li L9 and ZEEKR 009.

Among them, the large rear ceiling screen of Xpeng 9 is 21.4 inches, a size larger than center console + cluster, obviously having become the core interactive screen in the cockpit. The screen supports voice, door panel touch screen, and remote control operations. It enables audio play, gaming, and phone mirroring. It can also be electrically controlled from 0 to 75 degrees, making it easy for users to view even when lying down.

This screen can also be seamlessly integrated with the front center console screen. Users can operate the functions of the second-row foldable ceiling screen on the front-row center console screen, and vice versa, bringing more convenient interaction experiences.

Since 2023, Huawei and Xiaomi, as representatives, have used Pads as rear expandable screens. They can not only be interconnected with the front cabin screen, but also used for vehicle control and taken away after getting off the car. Currently, multiple models have adopted this method to enhance rear entertainment experiences, including AITO M5, Lynk & Co 07 EM-P, Xiaomi SU7 and Luxeed S7.

Luxeed S7 bears Huawei MagLink magic suction car interface behind the front seats. It can connect multiple electronic devices like Huawei Pad and can be used once connected, not only for controlling car functions such as seats, air conditioning and sunshades, but integrating with driver's seat screen and Huawei devices.

03 Multiple companies deploy Micro LED display technology.

Vehicle display technologies include LCD, OLED, Mini LED and Micro LED. Compared with LCD and OLED, Micro LED has the advantages of high brightness, high resolution, and long service life. It is the next- generation display technology.

From the perspective of application, LCD is the mainstream vehicle technology at present, and OLED and Mini LED are being introduced into vehicles, while Micro LED is in the development phase and has yet to be mass-produced and applied. In 2024, quite a few companies, including Tianma, AU Optronics, Continental, Samsung and BOE, quicken their pace of deploying automotive Micro LED.

Tianma: It is expediting the development of Micro-LED technology and processes, and has made breakthroughs in technical directions such as high PPI, transparency, curved surface, narrow bezel, and adjustable transparency.

In November 2023, Tianma demonstrated a 1.63-inch 403 PPI active Micro-LED display, which features high-definition color and high performance and is applicable to automotive, smart wearable and other fields. Tianma is building a Micro-LED full-process production line with an investment of RMB1.1 billion. The first equipment was introduced in December 2023, and the first sample is expected to be lit in 2024.

AU Optronics: At CES 2024, AUO demonstrated Interactive Transparent Window, which integrates Micro LED displays into the side windows of vehicles, providing touch functionality for entertainment, online video conferencing, and the exhibition of safety warning information.

In March 2024, AU Optronics announced the completion of its acquisition of German company Behr-Hella Thermocontrol GmbH (BHTC), at an enterprise value of EUR600 million. BHTC has product lines such as vehicle human-machine interface, vehicle air conditioning control system and electronic control components. Its customers include Audi, BMW, Bentley, Volkswagen, Volvo, General Motors, etc. The acquisition of BHTC enabled AUO to successfully become a Tier1 and also speeded up its process in vehicle displays.

Continental: In March 2024, Continental cooperated with VueReal, a Canadian Micro LED technology developer, to create Micro LED vehicle displays. At CES 2024, Continental and Swarovski Mobility jointly launched the Crystal Center Display based on Micro LED technology.

It is known that Samsung is considering acquiring Continental's vehicle display businesses. At CES 2024, Samsung also unveiled a transparent Micro LED display. This cooperation will further push forward the process of developing automotive Micro LED.

Table of Contents

1 Insight into Topics

• 1.1 Topic 1: Virtual/Digital Human and Application in Cars
  • 1.1.1 Concepts and Types of Virtual/Digital Human
  • 1.1.2 Key Features and Levels of Virtual/Digital Humans
  • 1.1.3 AI Virtual/Digital Human
  • 1.1.4 Key Features of AI Virtual/Digital Human
  • 1.1.5 AI Virtual/Digital Human Industry Chain
  • 1.1.6 Application Scenarios of Virtual/Digital Human
  • 1.1.7 Policies Concerning Virtual/Digital Human
  • 1.1.8 Development History of Virtual/Digital Human and Application in Cars
  • 1.1.9 Market and Trend 1
  • 1.1.10 Market and Trend 2
  • 1.1.11 Market and Trend 3
  • 1.1.12 Market and Trend 4
  • 1.1.13 Market and Trend 5
  • 1.1.14 Market and Trend 6
  • 1.1.15 Geely's Virtual/Digital Human Case
  • 1.1.16 Changan's Virtual/Digital Human Case
  • 1.1.17 Chery's Virtual/Digital Human Case
  • 1.1.18 FAW Hongqi's Virtual/Digital Human Case
  • 1.1.19 Virtual/Digital Human Cases of FAW-Volkswagen & FAW Bestune
  • 1.1.20 GAC's Virtual/Digital Human Case
  • 1.1.21 Great Wall Motor's Virtual/Digital Human Case
  • 1.1.22 Dongfeng's Virtual/Digital Human Case
  • 1.1.23 Xpeng's Virtual/Digital Human Case
  • 1.1.24 NIO's Virtual/Digital Human Case
  • 1.1.25 Wuling's Virtual/Digital Human Case
  • 1.1.26 Lotus' Virtual/Digital Human Case
  • 1.1.27 Virtual/Digital Human Cases of Other OEMs
  • 1.1.28 Baidu Cloud's Virtual/Digital Human and Application in Cars
  • 1.1.29 Tencent Cloud's Virtual/Digital Human and Application in Cars
  • 1.1.30 Alibaba Cloud's Virtual/Digital Human and Application in Cars
  • 1.1.31 Huawei's Virtual/Digital Human and Application in Cars
  • 1.1.32 iFLYTEK's Virtual/Digital Human and Application in Cars
  • 1.1.33 360 Group's Virtual/Digital Human and Application in Cars
  • 1.1.34 SenseTime's Virtual/Digital Human and Application in Cars
  • 1.1.35 Faceunity Technology's Virtual/Digital Human and Application in Cars
  • 1.1.36 Mobvoi's Virtual/Digital Human and Application in Cars
  • 1.1.37 4uTech's Virtual/Digital Human and Application in Cars
  • 1.1.38 Silicon Intelligence's Virtual/Digital Human and Application in Cars
  • 1.1.39 Xiaoice's Virtual/Digital Human and Application in Cars
• 1.2 Topic 2: OEM OTA tracking (March 2024)
  • 1.2.1 Summary of OEM OTA (March 2024)
  • 1.2.2 Lynk & Co 09's Intelligent Cockpit System LYNK OS N OTA
  • 1.2.3 Lynk & Co 08 EM-P OTA 1.3.0 Large Version Was Launched
  • 1.2.4 Deepal OS 2.1 IVI System Updates
  • 1.2.5 Li Auto Launched 5.1 Li Space OTA Adding 10 New Features
  • 1.2.6 Sterra ES V1.1.1 OTA Push

2 Market Trends

• 2.1 Market Trend 1
• 2.2 Market Trend 2
• 2.3 Market Trend 3
• 2.4 Market Trend 4
• 2.5 Market Trend 5
• 2.6 Market Trend 6
• 2.7 Market Trend 7
• 2.8 Market Trend 8
• 2.9 Market Trend 9
• 2.10 Market Trend 10

3 Research on New Cars

• 3.1 Leapmotor C10
  • 3.1.1 Leapmotor C10: Highlights of Intelligent Cockpit
  • 3.1.2 Leapmotor C10: Highlights of Intelligent Driving
• 3.2 Xiaomi SU7
  • 3.2.1 Xiaomi SU7: Highlights of Intelligent Cockpit
  • 3.2.2 Xiaomi SU7: Highlights of Intelligent Driving
• 3.3 Changan UNI-Z
  • 3.3.1 Changan UNI-Z: Highlights of Intelligent Cockpit
  • 3.3.2 Changan UNI-Z: Highlights of Intelligent Driving
• 3.4 Changan NEVO A07 Zhenxiang Edition
  • 3.4.1 Changan NEVO A07 Zhenxiang Edition: Highlights of Intelligent Cockpit/Intelligent Driving
• 3.5 EXEED Stellar C-DM
  • 3.5.1 EXEED Stellar C-DM: Highlights of Intelligent Cockpit
  • 3.5.2 EXEED Stellar C-DM: Highlights of Intelligent Driving

4 Data Monitoring

• 4.1 Intelligent Cockpit Domain Controller Data
  • 4.1.1 Installations and Installation Rate of Intelligent Cockpit Domain Controllers in Passenger Cars in China, Jan.-Feb. 2024
  • 4.1.2 Installations and Installation Rate of Intelligent Cockpit Domain Controllers in Passenger Cars (by Manufacturer Type) in China, Jan.-Feb. 2024
  • 4.1.3 Installations and Installation Structure of Intelligent Cockpit Domain Controllers in Passenger Cars (TOP15 Brands) in China, Jan.-Feb. 2024 4.1.4 Installations and Installation Rate of Intelligent Cockpit Domain Controllers in Passenger Cars (TOP15 Models) in China, Jan.-Feb. 2024
  • 4.1.5 Installations and Installation Rate of Intelligent Cockpit Domain Controllers in Passenger Cars (by Model Price Range) in China, Jan.-Feb. 2024
• 4.2 LCD Cluster Data
  • 4.2.1 Installations and Installation Rate of LCD Clusters in Passenger Cars in China, Jan.-Feb. 2024
  • 4.2.2 Installations and Installation Rate of LCD Clusters in Passenger Cars (by Manufacturer Type) in China, Jan.-Feb. 2024
  • 4.2.3 Installations and Installation Structure of LCD Clusters (by Size) in Passenger Cars in China, Jan.-Feb. 2024
  • 4.2.4 Installations and Installation Rate of LCD Clusters in Passenger Cars (by Model Price Range) in China, Jan.-Feb. 2024
  • 4.2.5 Installations and Installation Rate of LCD Clusters in Passenger Cars (TOP15 Brands) in China, Jan.-Feb. 2024
  • 4.2.6 Installations and Installation Rate of LCD Clusters in Passenger Cars (TOP15 Models) in China, Jan.-Feb. 2024
• 4.3 Center Console Screen Data
  • 4.3.1 Installations and Installation Rate of Center Console Screens in Passenger Cars in China, Jan.-Feb. 2024
  • 4.3.2 Installations and Installation Rate of Center Console Screens in Passenger Cars (by Manufacturer Type) in China, Jan.-Feb. 2024
  • 4.3.3 Installations and Installation Structure of Center Console Screens (by Size) in Passenger Cars in China, Jan.-Feb. 2024
  • 4.3.4 Installations and Installation Rate of Center Console Screens in Passenger Cars (by Model Price Range) in China, Jan.-Feb. 2024
  • 4.3.5 Installations and Installation Rate of Center Console Screens in Passenger Cars (TOP15 Brands) in China, Jan.-Feb. 2024
  • 4.3.6 Installations and Installation Rate of Center Console Screens in Passenger Cars (TOP15 Models) in China, Jan.-Feb. 2024
• 4.4 HUD Data
  • 4.4.1 Installations and Installation Rate of HUDs in Passenger Cars in China, Jan.-Feb. 2024
  • 4.4.2 Installations and Installation Structure of HUDs (by Type) in Passenger Cars in China, Jan.-Feb. 2024
  • 4.4.3 Installations and Installation Rate of HUDs in Passenger Cars (by Manufacturer Type) in China, Jan.-Feb. 2024
  • 4.4.4 Installations and Installation Rate of HUDs in Passenger Cars (by Model Price Range) in China, Jan.-Feb. 2024
  • 4.4.5 Installations and Installation Rate of HUDs in Passenger Cars (TOP15 Brands) in China, Jan.-Feb. 2024
• 4.5 Rear Entertainment Screen Data
  • 4.5.1 Installations and Installation Rate of Rear Entertainment Screens in Passenger Cars in China, Jan.-Feb. 2024
  • 4.5.2 Installations and Installation Rate of Rear Entertainment Screens (by Number) in Passenger Cars in China, Jan.-Feb. 2024
  • 4.5.3 Installations and Installation Rate of Rear Entertainment Screens (by Manufacturer Type) in Passenger Cars in China, Jan.-Feb. 2024
  • 4.5.4 Installations and Installation Rate of Rear Entertainment Screens in Passenger Cars (TOP15 Brands) in China, Jan.-Feb. 2024
  • 4.5.5 Installations and Installation Structure of Rear Entertainment Screens in Passenger Cars (by Model Price Range) in China, Jan.-Feb. 2024
• 4.6 Vehicle Navigation System Data
  • 4.6.1 Installations and Installation Rate of Vehicle Navigation Systems in Passenger Cars in China, Jan.-Feb. 2024
  • 4.6.2 Installations and Installation Rate of Vehicle Navigation Systems in Passenger Cars (by Manufacturer Type) in China, Jan.-Feb. 2024
  • 4.6.3 Installations and Installation Rate of Vehicle Navigation Systems (by Model Price Range) in Passenger Cars in China, Jan.-Feb. 2024
  • 4.6.4 Installations and Installation Rate of Vehicle Navigation Systems in Passenger Cars (TOP15 Brands/Models) in China, Jan.-Feb. 2024
• 4.5 OTA Data
  • 4.5.1 Installations and Installation Rate of OTA Function in Passenger Cars in China, Jan.-Feb. 2024
  • 4.5.2 Installations and Installation Rate of OTA Function in Passenger Cars (by Manufacturer Type) in China, Jan.-Feb. 2024
  • 4.5.3 Installations and Installation Rate of OTA Function in Passenger Cars (by Model Price Range) in China, Jan.-Feb. 2024
  • 4.5.4 Installations and Installation Rate of OTA Function in Passenger Cars (TOP15 Brands) in China, Jan.-Feb. 2024
  • 4.5.5 Installations and Installation Rate of OTA Function in Passenger Cars (TOP15 Models) in China, Jan.-Feb. 2024

5 Industry Trends

• 5.1 Dynamics in Cockpit Chip/Domain Controller/Hardware
• 5.2 Dynamics in Vehicle Display System
• 5.3 Dynamics in In-vehicle Infotainment System and Software
• 5.4 Dynamics in In-cabin Monitoring System