"Science and Technology Innovation Board Daily" (editor Zheng Yuanfang), on the 20th, Kong Lei, deputy director of the Management Committee of beijing economic and technological development zone and director of the Beijing High-level Autonomous Driving Demonstration Zone Work Office, said that at present, the construction of phase 1.0 of the demonstration area has been completed, realizing the construction of 12.1 kilometers of urban roads and 10 kilometers of highways; the 2.0 stage will be built to cover 60 square kilometers of intelligent network roads in the core area of the economic development zone, and the overall construction is nearing completion.
This year, the Beijing High-level Autonomous Driving Demonstration Zone will start phase 3.0 construction to expand to a larger area of Beijing. Kong Lei said that in the three aspects of policy, technology and capital, we will increase the support for intelligent and connected vehicles. thereinto
At the technical level, the demonstration area adheres to the parallel technical route of "bicycle intelligence + network empowerment" and chooses the integrated development path of vehicle and road cloud, including the coordinated promotion of the five major systems of "vehicle road cloud network map" and the construction of new infrastructure. In addition, we will provide core technology research support for enterprises in "card points" and "difficult points", and gradually standardize data security and data governance.
At the policy level, Beijing has set up a policy pilot zone for intelligent and connected vehicles on the basis of a high-level autonomous driving demonstration area, and has built a moderately advanced "2+5+N" policy system. It has taken the lead in realizing the allocation of right-of-way for unmanned delivery vehicles, issuing unmanned test policies, pilot policies for commercialization of travel services, morning and evening peak tests, and mutual recognition policies for off-site tests.
At the capital level, it focuses on enterprises in the high-level autonomous driving supply chain of vehicle-road-cloud integration. Through market pull, industrial investment, entry into the zone policy, talent support and other ways to support the development of enterprises, at the same time with some capital institutions to form a relatively fixed intelligent networked vehicle investment team, with state-owned background capital as a lever to leverage social capital entry, under the guidance of policy to achieve capital direction, targeted investment in the industrial chain of the upstream, middle and downstream technology front of the high-tech enterprises in the region.
It is worth noting that compared with "autonomous vehicles", "intelligent networked cars" appear more frequently in Kong Lei's speech. At the same time, Kong Lei has also mentioned the "integration of vehicles and roads and clouds" many times. In the planning of the demonstration area, the intelligent management of the future city will be closely linked to the intelligent use of vehicles - vehicles are not only personal travel tools, but also an important part of smart cities.
Similarly, the Ministry of Industry and Information Technology has repeatedly emphasized the development of intelligent and connected vehicles in the past two weeks. For example, on January 13, the Ministry of Industry and Information Technology said that it will promote the development of the intelligent connected vehicle industry into a new stage of multi-scenario demonstration and application from four aspects: top-level strategic planning, technological innovation capabilities, network facility deployment, and test application demonstration. In the future, we will further strengthen the consensus of collaborative development of "bicycle intelligence + network empowerment", and accelerate the integration and innovation of key common technologies such as operating systems, high-precision sensors, and wire control chassis.
In this regard, CICC and Guosen Securities believe that the two technical routes of the Internet of Vehicles and Bicycle Intelligence are parallel, which is expected to accelerate the layout rhythm of intelligent networked vehicles and achieve fully autonomous driving through collaborative perception, decision-making and control.
As the car intelligence enters the second half, the high cost of software and hardware will lead to the large-scale civilian use of high-level autonomous vehicles, and analysts pointed out that the Internet of Vehicles technology can effectively reduce the cost of lidar specifications and high-precision map collection, greatly alleviating the cost pressure of the car.
Figure | comparison of bicycle intelligent cost and collaborative intelligent cost (Source: hardware supplier official website, CICC Research Department)
In the industrial chain, C-V2X is an important direction of national policy. The 5G C-V2X module has begun gradual mass production and is expected to become the standard in the digital cockpit in the future. The number of new models equipped with the C-V2X is rapid, and it is expected that by 2025, the new car occupancy rate of the C-V2X will reach 50%.
If the Internet of Vehicles industry is divided into vehicle ends and road ends, CICC's above report predicts that the V2X vehicle end market size will exceed 100 billion yuan in 2025, and the scale is expected to exceed 350 billion yuan in 2030; the road end market mainly includes roadside infrastructure construction, with a market size of about 81.9 billion yuan in 2025 and more than 100 billion yuan in 2030. Overall, the total size of the domestic vehicle networking market in 2025 is expected to exceed 200 billion yuan in 2025.
