中国の乗用車用HUD産業（2025年）

1. HUD搭載数は大きく成長し、2025年の搭載数は500万台に近づく

2024年、HUD搭載数は355万台に達し、前年比63.0%増、搭載率は15.5%に達し、前年比5.2ポイント拡大しました。2025年1月～4月のHUD搭載数は110万台に迫り、前年同期比27.6%増となっています。

HUD製品タイプとしては、C-HUDがプリインストール市場から徐々に撤退し、AR-HUDのシェアが継続的に増加しています。2024年にAR-HUDの比率は26.0%に増加し、前年比15.4ポイント増加しました。

特にAR-HUDについては、2024年に90万台を突破し、前年比300.7%の大幅な伸びとなっています。2025年1月～4月のAR-HUDは25万台に迫っており、2025年までに年間100万台を突破する見込みです。

2025年1月～4月のAR-HUD搭載の価格帯では、15万～20万元の価格帯がもっとも比率が高く、25%を超えています。この範囲では、Deepal S07、Deepal L07、Zeekr Xなど、AR-HUD搭載率100%のモデルがあります。

2025年1月～4月のAR-HUD搭載ブランドランキングでは、Deepalが5万6,000台で1位となり、シェアは22.8%で、このブランドではAR-HUD搭載率100%のモデルが多いです。

2. XPengとHuaweiが手を組み、新しいAR-HUD体験を創造、AR合成エンジンのアルゴリズムがカギを握る

2025年6月、XPengとHuaweiは共同で「ZhuiGuang Panoramic Head-Up Display」を発表しました。この製品はHuaweiが自社開発した自動車グレードのイメージングモジュールとAR合成エンジンを採用し、XPengはフルシナリオのAR-HUDアプリケーション、HMI（Human-Machine Interfaceモジュール）のレイアウト、車両データの提供を担当しました。

3. Xiaomi YU7が量産、P-HUDを初搭載

2025年6月、Xiaomi YU7が発売され、中国初のP-HUD（Xiaomiの呼称はSkyline Screen）搭載の量産モデルとなっています。この製品はTCL CSOTとADAYOが共同開発したもので、TCL CSOTは3つの11.98インチMini LEDスクリーンを提供し、ADAYOはP-HUDイメージング技術をサポートします。

P-HUDはBMWのコンセプトモデルに初めて搭載され、BMWはこれを「Panoramic HUD」と呼んでいます。2025年のCESの展示では、BMWの新世代インテリジェントコックピットシステム「Panoramic iDrive」にもP-HUD製品が搭載され、2026年にBMWモデルで量産される予定です。

上記のTCL CSOTとADAYOのほか、サプライヤーサイドでは、Continental Group、BOE、New Vision、E-Lead Electronics、Harman、Valeo、Hyundai Mobisなどの多くのメーカーが同様のソリューションを発表しています。

当レポートでは、中国の乗用車用HUD産業について調査分析し、HUDの搭載数、各メーカーのHUD製品の比較分析、将来の技術動向、市場規模の予測などの情報を提供しています。

目次

第1章 HUD産業の概要

• HUDの主なパラメーター
• インテリジェントコックピットにおけるHUDの必要性
• HUDの主なタイプ
• さまざまなタイプのHUDの表示特性
• AR-HUDの主な利点
• AR-HUDがコックピットディスプレイに提供する改良点
• AR-HUDの主な技術
• AR-HUDの主なコンポーネント
• AR-HUD設計における主な課題
• HUDの分解図
• 中国のHUD規制
• 国外のHUD規制
• HUDの産業チェーン

第2章 HUD産業の開発動向

• AR-HUD製品の主な開発動向（1）：AR-HUDは質・数量ともに急速に発展している
• AR-HUD製品の主な開発動向（2）：多焦点面
• AR-HUD製品の主な開発動向（19）：ディスプレイパネルメーカーがマイクロLED HUDブームを巻き起こす
• AR-HUD製品の主な開発動向（20）：P-HUDが急速な開発を先導する
• AR-HUD製品の主な開発動向（21）：AR-HUDは、より大きなFoV、より遠いVID、より大きなイメージングスクリーンに向けて開発が進められている

第3章 HUD用途

• 中国の乗用車用HUD搭載ブランド、総搭載数と搭載率
• 中国の乗用車におけるHUD搭載数：OEMタイプ別
• 中国の乗用車におけるHUD搭載数：価格帯別
• 中国の乗用車におけるHUD搭載数：エネルギー種別
• 中国の乗用車におけるHUD搭載数：車両タイプ別
• 中国の乗用車におけるHUD搭載数：ブランド別
• 中国の乗用車におけるHUD搭載数：車両タイプ別
• 中国の乗用車におけるHUD搭載数：製品タイプ別
• 中国の乗用車用HUDサプライヤーの市場シェア
• 中国の乗用車用HUDサプライヤーの競合情勢
• 中国の乗用車におけるAR-HUD搭載数
• 中国の乗用車におけるAR-HUD搭載数：OEMタイプ別
• 中国の乗用車におけるAR-HUD搭載数：価格帯別
• 中国の乗用車におけるAR-HUD搭載数：ブランド別
• 中国の乗用車におけるAR-HUD搭載数：車両タイプ別
• 中国の乗用車におけるAR-HUD搭載数：技術別
• 中国の乗用車用AR-HUDサプライヤーの市場シェア
• HUDの市場規模（2022年～2029年）

第4章 AR-HUDの用途：OEM別

• AR-HUD搭載モデルとパラメーターの比較（1～5）
• Mercedes-Benz
• Volkswagen
• Audi
• Geely
• Changan
• BAIC
• Chery
• Dongfeng Voyah
• BYD
• Harmony Intelligent Mobility Alliance (HIMA)
• XPeng Motor
• NIO
• Xiaomi Auto
• Changan Mazda

第5章 HUDサプライヤー

• 各サプライヤーのHUD製品とその優位性の比較（1～5）
• 各サプライヤーのAR-HUDのパラメーターと対応モデルの比較（1～4）
• Nippon Seiki
• Continental
• Denso
• Panasonic
• LG
• Maxell
• Yazaki
• Envisics
• Harman
• Hyundai Mobis
• CY Vision
• FIC (First International Computer)
• ADAYO
• Crystal Optech
• Jiangcheng
• New Vision
• E-Lead Electronics
• FUTURUS
• Huawei
• Neusoft Group
• ASU TECH
• Jingwei Hirain
• Hardstone
• ReaVis
• Zinger
• LNGIN
• Chief Technology
• O-Film
• Tianma Microelectronics
• Coretronic
• その他のメーカー

第6章 HUDの産業チェーン

1. PGUモジュールサプライヤー

• PGU技術ルート
• Summary of PGU Suppliers
• Kyocera
• BOE
• iView Displays
• Goertek
• Nanyang Lida Optic-electronics
• LM Jade Chip
• その他

2. チップベンダー

• チップベンダーのサマリー
• TI
• SmartVision
• Himax Technologies
• Microvision
• Epson
• Omnivision
• その他

3. 光源サプライヤー

• 光源サプライヤーのサマリー
• Nichia
• ams OSRAM
• Jufei Optoelectronics

4. 光学レンズ

• Sunny OpticalのHUD向け光学部品
• Fran OpticsのHUD向け光学レンズ
• Liangyu Optical TechnologyのHUD向け自由曲面ミラー
• Nanyang Lida Optic-electronicsのAR-HUD向け精密光学部品 - 精密レンズ
• Nanyang Lida Optic-electronicsのAR-HUD向け精密光学部品 - 平面ミラー、プリズム
• Crystal Optechの光学ミラー
• Yutong Optical TechnologyのHUD向け自由曲面ミラー
• Jinhui Optical TechnologyのHUD向け向け光学部品

5. 光導波路技術

• Lochn Optics
• Tripole Optoelectronics
• SVG Tech
• DigiLens

6. フロントガラス

• Fuyao Glass
• AGC
• その他

7. ウェッジフィルム

• Sekisui Chemical
• Eastman
• Rijiu Optoelectronics
• Ceres Holographics

ResearchInChina released the "China Passenger Car HUD Industry Report, 2025", which sorts out the HUD installation situation, the dynamics of upstream, midstream and downstream manufacturers in the HUD industry chain, compares and analyzes HUD products of various manufacturers, and finally forecasts and analyzes future technical trends and market size of the HUD industry.

1. HUD installation volume grows significantly, with the 2025 installations approaching 5 million units

In 2024, the HUD installations reached 3.55 million units, a year-on-year increase of 63.0%, and the installation rate reached 15.5%, a year-on-year expansion of 5.2 percentage points. From January to April 2025, the HUD installations were close to 1.1 million units, a year-on-year increase of 27.6%.

From the perspective of HUD product types, C-HUD has gradually withdrawn from the pre-installation market, and the market share of AR-HUD has been continuously increasing. In 2024, the proportion of AR-HUD increased to 26.0%, a year-on-year increase of 15.4 percentage points.

Specifically for the AR-HUD category, in 2024, the installations of AR-HUD exceeded 900,000 units, a substantial year-on-year increase of 300.7%; from January to April 2025, that of AR-HUD was close to 250,000 units, and it is expected that the annual installations of AR-HUD will exceed 1 million units in 2025.

From January to April 2025, in AR-HUD installation price ranges, the 150,000-200,000 yuan range had the highest proportion, exceeding 25%. In this range, there are models with 100% AR-HUD installation rate, such as Deepal S07, Deepal L07, and Zeekr X.

In the brand ranking of AR-HUD installations from January to April 2025, Deepal ranked first with 56,000 units, with a market share of 22.8%, and many models under this brand had a 100% AR-HUD installation rate.

2. XPeng and Huawei join hands to create a new AR-HUD experience, with AR composition engine algorithm being the key

In June 2025, XPeng and Huawei jointly released the "ZhuiGuang Panoramic Head-Up Display". This product adopts Huawei's self-developed automotive-grade imaging module and AR composition engine, while XPeng is responsible for the full-scenario AR-HUD application, the layout of HMI (Human-Machine Interface module) and the provision of vehicle data.

The main improvements of XPeng ZhuiGuang Panoramic Head-Up Display are as follows:

1. 87-inch larger display frame, 1800:1 picture contrast ratio and 15000 nits brightness, ensuring that the content displayed on the HUD is clearly visible in any environment.

2. The projection distance of 10m exceeds the distance of about 7.5m for the human eye's near and far scene perception switching. When the driver views the HUD information, there is no need to frequently adjust the eye focus. In addition, the distortion correction algorithm controls the distortion rate within 1%, effectively avoiding driver's eye fatigue and dizziness.

3. Applying XPeng's 3D OCC technology, the vehicle can accurately and real-time perceive the real road, including road slope, surrounding environment, etc. Combined with XPeng and Huawei's AR engine prediction algorithm, the light carpet can perfectly fit the road surface.

In addition to providing its LCoS optical machine, Huawei's another important contribution lies in its AR engine product. With the empowerment of Huawei's AR engine, XPeng ZhuiGuang Panoramic Head-Up Display can suppress more than 80% of the problem that the virtual image does not fit the real scene caused by frame vibration. In addition, it also provides slope compensation algorithm and time delay compensation algorithm.

A good AR engine can effectively reduce the discomfort caused to drivers by problems such as mismatch between AR-HUD display images and real scenes, image jitter, and image occlusion. At present, in addition to the hardware-software integration solution, there are also some hardware-software decoupling solution in domestic AR-HUD. Taking the AR composition engine as an example, a relatively mature domestic solution is Neusoft's AR For Car software product.

Neusoft AR For Car is actually a cockpit-level AR software product, with cockpit full-view AR construction capabilities. In addition to HUD, it also supports AR content presentation on displays such as instrument panels, center console, and electronic rearview mirrors. It can create AR content experiences including intelligent driving, map navigation, social entertainment, and vehicle information.

Neusoft AR For Car solution includes three tools: AR Studio designer platform, AR SDK developer platform, and AR real-scene simulation test platform. Among them:

AR Studio designer platform provides visual AR scene editing, rapid generation of AR applications, real-time preview of user experience design, etc., which can effectively improve the efficiency of AR application development and simplify the cooperation mode between designers and developers.

AR SDK developer platform realizes the hardware-software separation solution, supports cross-platform and flexible deployment, can empower vehicle manufacturers to realize self-research of AR applications, and can quickly iterate user experience.

AR real-scene simulation test platform can quickly present AR design effects and shorten the development cycle of automobile enterprises.

With the help of the above tools, OEMs can create cross-platform AR products with a unified brand tone and meet the needs of OTA rapid iteration.

3. Xiaomi YU7 is mass-produced and first equipped with P-HUD

In June 2025, Xiaomi YU7 was released, which is the first mass-produced model in China equipped with P-HUD (Xiaomi calls it: Skyline Screen). The product is jointly created by TCL CSOT and ADAYO, among which TCL CSOT provides three 11.98-inch Mini LED screens, and ADAYO provides P-HUD imaging technology support.

The main advantages of P-HUD adopted in Xiaomi YU7 compared with traditional HUD are:

1. Ultra-wide frame: 1.1m ultra-wide panoramic display, spanning the entire center console, covering the area from A-pillar to A-pillar.

2. Anti-glare effect: Xiaomi Skyline Screen projects information onto the black area under the front windshield. Combined with high resolution, brightness and contrast, its anti-glare ability is significantly higher than that of traditional HUD products.

3. Clear display: The adopted Mini LED solution can effectively improve the brightness and contrast of the product. The maximum brightness of YU7's Skyline Screen is 1200 nits, and the contrast ratio is theoretically more than 100000:1. In addition, Skyline Screen has 108 PPD (pixels per degree of vision). For comparison, the PPD of traditional central control large screens is between 70 and 90. A higher PPD parameter means a clearer display effect.

P-HUD was first equipped on BMW concept models, which BMW called "Panoramic HUD". At the 2025 CES exhibition, BMW's new generation intelligent cockpit system "Panoramic iDrive" was also equipped with P-HUD products, which is expected to be mass-produced on BMW models in 2026.

In addition to the above-mentioned TCL CSOT and ADAYO, there are many manufacturers on the supplier side that have launched similar solution, including Continental Group, BOE, New Vision, E-Lead Electronics, Harman, Valeo, Hyundai Mobis, etc.

Table of Contents

Chapter 1 Overview of HUD Industry

• Key Parameters of HUD
• Necessities of HUD in Intelligent Cockpits
• Main Types of HUD
• Display Characteristics of Different Types of HUDs
• Main Advantages of AR-HUD
• Improvements AR-HUD Offers to Cockpit Displays
• Key Technologies of AR-HUD
• Main Components of AR-HUD
• Main Challenges in AR-HUD Design
• Exploded View Drawing of HUD
• China's HUD Regulations
• Foreign HUD Regulations
• HUD Industry Chain

Chapter 2 Development Trends of HUD Industry

• Main Development Trends of AR-HUD Products(1):AR-HUD is developing rapidly in both quality and quantity
• Main Development Trends of AR-HUD Products(2):Multi-focal plane
• Main Development Trends of AR-HUD Products(19):Display panel manufacturers set off a Micro LED HUD craze
• Main Development Trends of AR-HUD Products(20):P-HUD will usher in rapid development
• Main Development Trends of AR-HUD Products(21):AR-HUD is developing towards larger FoV, farther VID, and larger imaging screen

Chapter 3 HUD Applications

• Brands Installing Passenger Car HUDs, and Overall Installations and Installation Rate in China
• HUD Installation in Passenger Cars in China: by OEM Type
• HUD Installation in Passenger Cars in China: by Price Range
• HUD Installation in Passenger Cars in China: by Energy Type
• HUD Installation in Passenger Cars in China: by Vehicle Type
• HUD Installation in Passenger Cars in China: by Brand
• HUD Installation in Passenger Cars in China: by Car Model
• HUD Installation in Passenger Cars in China: by Product Type
• Market Share of Passenger Car HUD Suppliers in China
• Competitive Landscape of Passenger Car HUD Suppliers in China
• AR-HUD Installation in Passenger Cars in China
• AR-HUD Installation in Passenger Cars in China: by OEM Type
• AR-HUD Installation in Passenger Cars in China: by Price Range
• AR-HUD Installation in Passenger Cars in China: by Brand
• AR-HUD Installation in Passenger Cars in China: by Car Model
• AR-HUD Installation in Passenger Cars in China: by Technology Type
• Market Share of Passenger Car AR-HUD Suppliers in China
• HUD Market Size (2022-2029E)

Chapter 4 AR-HUD Application by OEMs

• 4.1 Models Installed with AR-HUD and Their Parameters Comparison(1-5)
• 4.2 Mercedes-Benz
• 4.3 Volkswagen
• 4.4 Audi
• 4.5 Geely
• Typical Model: Lynk & Co 900
• Typical Model: Lynk & Co 08
• Typical Model: Zeekr 007
• Typical Model: Galaxy L7
• Optical Waveguide Technology Applications
• 4.6 Changan
• 4.7 BAIC
• 4.8 Chery
• 4.9 Dongfeng Voyah
• 4.10 BYD
• 4.11 Harmony Intelligent Mobility Alliance (HIMA)
• 4.12 XPeng Motor
• 4.13 NIO
• 4.14 Xiaomi Auto
• 4.15 Changan Mazda

Chapter 5 HUD Suppliers

• Suppliers' HUD Products and Their Advantages Comparison(1-5)
• Parameters of Suppliers' AR-HUDs and Supported Models Comparison(1-4)
• 5.1 Nippon Seiki
• HUD Revenue
• HUD Production Bases
• HUD R&D Capabilities
• HUD Product Planning(1-3)
• AR HUD
• HNew HUD Products
• HUD Applied Models
• Expanding HUD Production and R&D Scale (1-4)
• Measures to Strengthen HUD Competitiveness
• 5.2 Continental
• HUD R&D and Production Bases
• HUD Iteration History
• C-HUD
• W-HUD
• AR-HUD Technology (1)
• AR-HUD Technology (2)
• 5Comparison between TFT AR HUD and DLP AR-HUD
• Key Parameters of AR-HUD
• Exploration of New Technologies in AR-HUD (1)
• Exploration of New Technologies in AR-HUD (2)
• Exploration of New Technologies in AR-HUD (3)
• Holographic Waveguide HUD
• Holographic Waveguide HUD Structure and Size
• Scenic View HUD
• Zooming HUD
• Latest HUD Products (2025)
• 5.3 Denso
• 5.4 Panasonic
• 5.5 LG
• 5.6 Maxell
• 5.7 Yazaki
• 5.8 Envisics
• 5.9 Harman
• 5.10 Hyundai Mobis
• 5.11 CY Vision
• 5.12 FIC(First International Computer)
• 5.13 ADAYO
• Profile
• Development History of HUD
• Core HUD Technologies(1)
• Core HUD Technologies(2)
• W-HUD Product Layout
• AR-HUD Product Layout(1)
• AR-HUD Product Layout(2)
• Depth-of-field 3D AR-HUD
• Virtual Panoramic HUD
• SR-HUD (Simulated Reality Head-up Display)
• HUD Development Technology Route
• HUD Mass Production Cases(1-4)
• 5.14 Crystal Optech
• Profile
• Development History of HUD
• Core HUD Technologies
• HUD Product Line
• PGU Products
• W-HUD Products
• TFT AR-HUD
• AR-HUD (LCOS, Oblique Projection)
• Exploration of Optical Waveguide Technology
• Cases of AR-HUD Installation(1-2)
• 5.15 Jiangcheng
• 5.16 New Vision
• 5.17 E-Lead Electronics
• 5.18 FUTURUS
• 5.19 Huawei
• 5.20 Neusoft Group
• New-generation Global In-Vehicle Intelligent Mobility Solutions
• Development History and Platform Products of OneSight
• Composition of OneSight Products
• Advantages of OneSight Products (1)
• Advantages of OneSight Products (2)
• OneSight Empowers Full-View AR Experience in the Cockpit
• Comparison of OneSight's Real-Vehicle Display Effect with Competitors in the Market (1)
• Comparison of OneSight's Real-Vehicle Display Effect with Competitors in the Market (2)
• 5.21 ASU TECH
• 5.22 Jingwei Hirain
• 5.23 Hardstone
• 5.24 ReaVis
• 5.25 Zinger
• 5.26 LNGIN
• 5.27 Chief Technology
• 5.28 O-Film
• 5.29 Tianma Microelectronics
• 5.30 Coretronic
• 5.31 Other Manufacturers
• TCL CSOT
• Tinnove
• Desay SV
• Car Lighting Companies Enter the HUD Field

Chapter 6 HUD Industry Chain

1. PGU Module Suppliers

• 1.1 PGU Technology Route
• 1.2 Summary of PGU Suppliers
• 1.3 Kyocera
• PGU Product Planning Path
• HUD PGU Product Line
• PGU Products: 1.12 Inches, 2.6 Inches
• TFT PGU Products(1-7)
• 3D AR-HUD
• 1.4 BOE
• Production Bases in China
• HUD Optical Device Products
• Implementation of BOE Varitronix's TFT Modules and AR-HUD Products
• BOE Varitronix's TFT Module: 3.5 Inches
• PHUD Products
• Micro LED HUD
• 1.5 iView Displays
• 1.6 Goertek
• 1.7 Nanyang Lida Optic-electronics
• 1.8 LM Jade Chip
• 1.9 Others
• Ricoh
• CarUX
• AUO
• HGC (Wuhan) Technology

2. Chip Vendors

• 2.1 Summary of Chip Vendors
• 2.2 TI
• DLP Technology and Business Model
• Development History of DLP Products
• Superiority Effect of DLP
• Comparison of Some DLP Chip Parameters
• 1st Generation HUD Chips
• 2nd Generation HUD Chips
• 3rd Generation HUD Chips
• 4th Generation HUD Chips
• Industrial Applications
• 2.3 SmartVision
• 2.4 Himax Technologies
• 2.5 Microvision
• 2.6 Epson
• 2.7 Omnivision
• 2.8 Others
• LM Jade Chip
• Huixinchen Industria
• XDMicro
• Renesas Electronics

3. Light Source Suppliers

• 3.1 Summary of Light Source Suppliers
• 3.2 Nichia
• Light Source Product Series for HUD(1-3)
• Introduction to Laser Diode (LD) Products
• 3.3 ams OSRAM
• PGU Light Source Design Requirements
• White LED Products for TFT-LCD Solutions
• Light Source Solutions for DLP and LCD Technologies(1)
• Light Source Solutions for DLP and LCD Technologies(2)
• HUD Light Source Solutions
• White LED Product Route
• RGB LED Product Route
• LED Light Source Products
• Green Light Products
• Laser Light Source Product Route for AR-HUD
• Laser Light Source Products
• Future AR-HUD Light Source Solutions
• 3.4 Jufei Optoelectronics

4. Optical Lens

• Sunny Optical's HUD Optical Components
• Fran Optics' HUD Optical Lenses
• Liangyu Optical Technology's HUD Free-form Curved Mirrors
• Nanyang Lida Optic-electronics' Precision Optical Components for AR-HUD - Precision Lens
• Nanyang Lida Optic-electronics' Precision Optical Components for AR-HUD - Plane Mirror, Prism
• Crystal Optech's Optical Mirrors
• Yutong Optical Technology's HUD Free-form Curved mirrors
• Jinhui Optical Technology's HUD Optical Components

5. Optical Waveguide Technology

• 5.1 Lochn Optics
• Technology Route
• Holographic AR-3D HUD Optical Display System
• Advantages of Volume Holographic Optical Waveguide HUD Products(1)
• Advantages of Volume Holographic Optical Waveguide HUD Products(2)
• 5.2 Tripole Optoelectronics
• 5.3 SVG Tech
• 5.4 DigiLens

6. Front Windshield

• 6.1 Fuyao Glass
• HUD Glass Products
• Zhimou Windshield
• HUD Glass Product Patent
• 6.2 AGC
• 6.3 Others
• Corning
• Saint-Gobain

7. Wedge Film

• 7.1 Sekisui Chemical
• 7.2 Eastman
• HUD Wedge Films (1-4)
• Cooperative Events
• 7.3 Rijiu Optoelectronics
• HUD Front Windshield Film (1-4)
• Comparison of HUD Front Windshield Film Solutions
• 7.4 Ceres Holographics
• HOE Technology
• Cooperation Dynamics (1-3)