Heavy 2023 insight into the development trend of intelligent vehicles in China

[Automobile home industry] The automobile industry is in a big era of change, the wave of intelligence and network connectivity continues and profoundly affects the connotation and extension of automobiles, and brings unprecedented opportunities and challenges for the research and development and manufacturing of automobiles, application maintenance and regulatory evaluation. L2 assisted driving applications are rapidly gaining popularity, bringing better driving experience; The L4 autonomous driving pilot demonstration continues to deepen, and the dawn of full driverless driving in the car is emerging. Connecting with the wider world, from security early warning to travel as a service, from traffic management to the construction of digital China. Too many possibilities need to be explored and verified to form a business model that can be implemented and promoted.

In order to help automobile enterprises and practitioners better grasp the development trend of China's intelligent vehicles, understand consumer demand and the willingness to pay for emerging automobile consumption scenarios. Autohome and China Intelligent Network Automobile Industry Innovation Alliance released the "2023 China Intelligent vehicle Development Trend Insight" report. The report will be from five aspects of industry status, configuration trend, product evaluation, user demand, and V2X status and commercialization, through 6,500 real user research samples, more than 100 million model clues data, 60,000 + model configuration data, etc., to tap user needs and expectations, and explore the future sustainable development direction.

First, the development status of intelligent vehicles

■ By 2025, the scale of the intelligent connected automobile industry will exceed 500 billion

The automobile industry is experiencing a century of unprecedented changes, the second half of the intelligent automobile industry has begun. In terms of industrial scale, it is expected to exceed 500 billion yuan by 2025, reaching 530.3 billion yuan.

In terms of market sales, it is expected that the sales of models with L2 and above autonomous driving capabilities will exceed 10 million, and the penetration rate will jump to 42.9%, double compared with 2021. In terms of technological development, it has been clearly proposed in the "Made in China 2025" that by 2025, master the overall technology of autonomous driving and various key technologies, establish a more complete independent research and development system of intelligent connected vehicles, production supporting systems and industrial clusters, and basically complete the transformation and upgrading of the automotive industry. While the industry is thriving, it still faces many challenges and problems that need to be solved.

■ The true integration and implementation of intelligent networking still face many challenges

Creativity can be unrestrained, but when it comes to realizing the true integration of intelligence and networking and landing practice, there are still many challenges to face. If there is still a need for overall planning and bold innovation in policy, ensure the overall planning of multi-sector and cross-industry connectivity; Key technologies still need to be broken through to achieve collaborative perception, collaborative decision-making, and collaborative control; The test and evaluation system needs to be constructed and perfected, so that it can support the products, facilities and services for the integration of vehicle, road and cloud. The coverage of network infrastructure needs to be improved to promote the further development of intelligent network integration; The application experience of vehicle-terminal network needs to be strengthened in order to carry out in-depth commercial exploration and value mining.

Second, the development level of intelligent vehicles

■ No networking is not intelligent, and the penetration rate of connected configuration is increasing wildly

In the future, how will the development trend of smart cars trend? Let's look at the product level first. With the continuous development of artificial intelligence, automotive products are endowed with new capabilities. For users, it is no longer just a means of transportation, driving experience or status symbol, but also the third space to feel technology and personality, and the intelligent cabin is the carrier for consumers to feel the third space. It can be clearly seen from the configuration penetration rate that the penetration rate of smart cockpit related configurations has been growing in recent years, especially the connected configuration. Among them, the Internet of vehicles has steadily increased by more than ten percentage points every year, and the market penetration rate has exceeded 70% by 2022. OTA upgrades will reach nearly 50% in 2022, a 19-fold increase from 2018.

■ Improve the level of networking, and overseas mainstream brands will no longer drag their feet

By brand type, the market penetration contribution of the Internet of vehicles mainly comes from luxury brands and Chinese brands, and by 2022, the penetration rate has passed the 70% level, and overseas mainstream brands are relatively backward, but they began to focus on power in 2022, which increased by nearly 20 percentage points compared with 2021.

Third, user demand preference analysis

■ Intelligent cabin: Young people prefer high interaction, good experience and strong entertainment configuration

After understanding the status quo of smart cockpit configuration, we then look at user needs from the perspective of user preference for smart cockpit, in order to tap the real user needs, Auto home Research Institute launched a survey of 6,500 users and found that the top five smart cockpit configurations, Respectively for the car smart chip, voice recognition control system, car networking, OTA online upgrade and remote start function, the overall proportion of more than 65%, it can be seen that the user's demand for intelligent cockpit is very strong.

In terms of generational breakdown, the younger the user, the lower the recognition of the top smart cabin configuration, but the overall ranking of the lower configuration, such as keyless entry/start, multi-function power adjustment seat, full LCD dashboard, large center screen, rear entertainment system, gesture control and passenger entertainment screen attention is higher. It can be seen that young people pay high attention to strong interaction, good experience and entertainment configuration.

■ Traditional intelligent configuration: more than 50% of the post-70s are highly concerned about travel safety

In terms of traditional configuration, users are most interested in active safety system, 360 panoramic image and full-speed adaptive cruise, especially the first ranked active safety system. 50% of users in the survey are very interested in security configuration, which shows that users are most concerned about security configuration.

Across generations, the younger the user, the higher the preference is for full-speed adaptive cruise, keyless entry/start, and automatic parking (38%, 22%, and 20%, respectively). Older age groups are more pragmatic, with a higher preference for active safety systems and 360 panoramic images (55% vs. 43%).

■ Emerging intelligent configuration: in-car entertainment, young people's unique preference

In terms of emerging configurations, the top three configurations preferred by overall users are mobile App remote control, AR-HUD navigation, and A-pillar/chassis perspective image, accounting for more than 35%, and high-precision map ranks fourth. Although many users currently rely heavily on mobile phones for navigation, with the continuous improvement of on-board high-precision maps, user satisfaction has been improved. The importance of sophisticated maps is also growing.

From a generational point of view, older users have a higher preference for high-precision maps and vehicle intelligent summoning than other groups, while young people are more interested in in-car entertainment functions, such as passenger entertainment screens and vehicle light field screens, accounting for 15% and 12% of the total.