中国の自動車用センサーの技術とデータの動向に関する月次モニターレポート

LiDARは2024年第1四半期に中国で17万3,000台の乗用車に搭載され、年率で144.2%増加しました。

ResearchInChinaの統計によると、LiDARは2024年第1四半期に中国で17万3,000台の乗用車に搭載され、前年同期比144.2%増となっています。2024年、AITO、Xiaomi、Leapmotorなどの新興ブランドがLiDAR搭載の新車を発売したほか、Geelyの新車Galaxy E8が初めてLiDARを搭載しました。LiDARを搭載するモデルには、WEY Blue Mountain Intelligent Driving Edition（2024年6月発売予定、1台）、第2世代AION V（2024年7月発売予定、1台）、Avatr 07（2024年発売予定、1台）、Changan NEVO E07（オプション、2024年10月発売予定、2台）、Yangwang U7（2024年発売予定、3台）などがあります。

2024年第1四半期、シングルLiDARソリューションは14万7,000台の乗用車に搭載され、前年同期比142.7%増の85.2%となり、搭載率は1.5%から3.1%に上昇しました。主にAITO M7、Li L9、NIO ES6などに搭載され、都市NOAなどの先進のインテリジェントドライビング機能をサポートしました。3-LiDARソリューションは前年同期の4,000台に対し1万4,000台に搭載され、前年同期比の成長率は241.2%と、1-LiDAR/2-LiDARソリューションを上回っています。

2024年4月に発売されるARCFOX aS Advance Edition PROの価格は25万6,800元です。3基のHuawei製LiDARとHUAWEI ADS2.0先進インテリジェントドライビングソリューションを標準搭載し、CAS（衝突回避システム）、スマートパーキング、RPA（リモートパーキングアシスト）、AVP（自動バレーパーキング）などの機能をサポートします。このモデルは、中国でL3自動運転公道試験ライセンスを取得しています。

ロボタクシーやコックピット、ヘッドライトへの統合により、LiDARの未来は明るいです。

米国の上場LiDAR企業であるLuminarによると、2024年第1四半期の同社の収益の10％以上をTeslaが占めており、200万米ドルを超える寄与をしています。これらのLiDARは、Teslaが2024年8月に発表したロボタクシー製品や、マスク氏の中国でのロボタクシー発売計画をサポートするロボタクシーのテストに使用される見込みです。Baidu Apollo、Pony.ai、WeRideといった中国のロボタクシー企業も、LiDARをメインセンサーとして使用する技術経路を採用しています。

ロボタクシーだけでなく、LiDARはコックピットやヘッドライトにも組み込むことができます。例えば、DJI Automotiveは北京国際汽車展覧会（北京モーターショー）でソリューションを実演しました。このソリューションは、LiDAR、ステレオセンサー、モノセンサー、慣性ナビゲーションの4種類のセンサーを統合しています。このうち、ステレオセンサーは高密度の点群を提供し、LiDARは主に測距精度を補うために使用されます。上市済みの一般的なLiDAR+フロントカメラソリューションと比較すると、LiDAR-visionソリューションはコストを30％～40％削減できます。このソリューションは、2025年後半から2026年前半に量産される予定です。

北京国際汽車展覧会において、Hesai TechnologyとMarelliは共同で、HesaiのATX LiDARをMarelliのプレミアム自動車照明ソリューションに統合するデモンストレーションを行いました。このソリューションは、車両の滑らかな外見と空気力学的プロファイルを維持します。また、LiDARを保護すると同時に、洗浄システムを追加することなく、LiDARを簡単にきれいに保つことができます。

当レポートでは、中国の自動車用センサー産業について調査分析し、センサーの動向に関する考察や、搭載数と搭載率のデータなどを提供しています。

目次

第1章 トピックの考察：北京国際汽車展覧会のインテリジェントドライビングとセンサーの動向の考察（2024年）

• 北京国際汽車展覧会の概要
• OEM
• 産業チェーン - インテリジェントドライビングとセンサー
• 付録：北京国際汽車展覧会 - 一部のモデルの概要

第2章 データモニタリング

• データ指標
• 調査範囲
• カメラ全体の搭載数と前年比
• フロントビューカメラ - 搭載数と搭載率：OEM別
• フロントビューカメラ - 搭載数と搭載率：価格別
• フロントビューカメラ - 搭載数：ブランド/モデル別
• サイドビューカメラ - 搭載数と搭載率：OEM別
• サイドビューカメラ - 搭載数と搭載率：価格別
• サイドビューカメラ - 搭載数：ブランド/モデル別
• サラウンドビューカメラ - 搭載数と搭載率：OEM別
• サラウンドビューカメラ - 搭載数と搭載率：価格別
• サラウンドビューカメラ - 搭載数：ブランド/モデル別
• バックカメラ - 搭載数と搭載率：OEM別
• バックカメラ - 搭載数と搭載率：価格別
• バックカメラ - 搭載数：ブランド/モデル別
• キャビンカメラ（DMSとOMSを含む） - 搭載数と搭載率：OEM別
• キャビンカメラ（DMSとOMSを含む） - 搭載数と搭載率：価格別
• キャビンカメラ（DMSとOMSを含む） - 搭載数：ブランド/モデル別
• ドライブレコーダーカメラ - 搭載数と搭載率：OEM別
• ドライブレコーダーカメラ - 搭載数と搭載率：価格別
• ドライブレコーダーカメラ - 搭載数：ブランド/モデル別
• レーダー - 搭載数と搭載率：OEM別
• レーダー - 搭載数と搭載率：ソリューション別
• レーダー - 搭載数と搭載率：価格別
• レーダー - 搭載数：ブランド/モデル別
• 超音波レーダー - 搭載数と搭載率：OEM別
• 超音波レーダー - 搭載数と搭載率：ソリューション別
• 超音波レーダー - 搭載数と搭載率：価格別
• 超音波レーダー - 搭載数：ブランド/モデル別
• LiDAR - 搭載数と搭載率：OEM別
• LiDAR - 搭載数と搭載率：ソリューション別
• LiDAR - 搭載数と搭載率：価格別
• LiDAR - 搭載数：ブランド/モデル別

第3章 産業動向

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