With the acceleration of vehicle electrification, the continuous release of new forces and traditional leading new layout brands, and the penetration rate of intelligent networking is expected to further increase.
BCG expects that intelligent connected vehicles will usher in a golden period of sustained and rapid development, accounting for about 25% of the world's new car market by 2035, and the industrial scale is expected to exceed 77 billion US dollars.
Source: CATARC
Intelligent networked vehicle is a new generation of vehicle with the support of sensors, controllers, actuators and other hardware, the integration of modern communication network technology, the realization of complex environment awareness, intelligent decision-making, collaborative control and other functions, split into a combination of intelligence and networking.
The ultimate goal of intelligence is to realize the automatic driving of vehicles, and networking is to realize the construction of vehicle networking that realizes vehicle-road-person-cloud collaborative interaction.
Networking is similar to turning cars into smart phone-like mobile terminals, thanks to the technology accumulation of the smartphone industry will take precedence over intelligent and faster realization; relatively speaking, intelligence is more difficult, and the ultimate goal of automatic driving is disassembled into multiple subdivisions, gradually evolving from assisted driving to automatic driving.
Intelligent network industry chain:
Source: Tsinghua Automotive Industry Technology Research Institute
From the perspective of the industrial chain, intelligent networking has improved the added value of automotive products, the upstream has added a number of on-board systems including environmental perception, intelligent decision-making, control execution, etc., the midstream has added intelligent driving and automatic driving solutions, and the downstream is mainly big data value-added.
Traditional vehicle technology is supplemented by automatic driving and human-computer interaction to achieve vehicle intelligence under the role of the computing platform; platform technology manages on-board terminals from the cloud to realize vehicle networking.
Intelligent connected vehicle industry chain and main participating manufacturers:
Source: Soochow Securities
From the perspective of industrial architecture, intelligent connected vehicles can be divided into hardware equipment vendors, software service providers and operation service providers. The hardware and software level can be viewed from both the vehicle side and the roadside end.
The V2X system has a high degree of integration, and in order to ensure the basic communication function, the most basic thing is to deploy OBU and RSU. The lowest layer in the OSI model is the physical layer, followed by the network layer, the transport layer, and the highest is the application layer.
Similarly, in the development of the industry, it is also the construction of the underlying infrastructure first, the software is gradually developed and improved in different scenarios, and with the continuous accumulation of data, the operation service gradually matures.
At present, automotive intelligence is in the transition stage of assisted driving and autonomous driving, and the "Intelligent Vehicle Innovation Development Strategy" promotes the rapid development of automotive intelligence.
The "Internet of Vehicles (Intelligent Connected Vehicles) Industry Development Action Plan" proposes to accelerate the research and development of key components such as intelligent vehicle terminals, vehicle-level chips, V2X communication modules, and promote the industrialization and application of a new generation of artificial intelligence, high-precision positioning and dynamic maps, etc. Domestic intelligent networking has begun to enter a golden stage of development.