20231127_国泰君安_新能源行业产业研究系列报告:新能源车产业研究展望智能化奇点到来看好自主品牌份额提升_39页.pdf

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201 02 2021 2022 55%2023 04 1 2 3 03 C NOA L3 5 E/E HPC+Zonal BEV+Transformer+XVDWwPrMoNrQrPtQmRoRnMbRcM6MnPoOmOmPiNnMpOkPmOzRaQmNmRMYpPmNuOsOwP3/CONTENTS01020403 4 5 Wind 45.5%3.6%-3.1%-12,800,000-7,800,000-2,800,0002,200,0007,200,00012,200,00017,200,00022,200,00027,200,00032,200,000-20%-10%0%10%20%30%40%50%2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020%05,000,00010,000,00015,000,00020,000,00025,000,00030,000,00035,000,000 01 6 2022 2022 OICA 2022 8163 01 Wind OICA 2022 7 226 0.67 3 2015 2009 2015 800 2022 630 3 01 Wind Markines 2015 8 2022 8000 1500 20%GDP 01 Wind 49.04%56.35%60.94%15.46%12.61%0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%-10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 90,000,000 100,000,000 0246810121416182020002002200420062008201020122014201620182020 GDP%9 Alpha 01 10 11 2022 340 55%2021 2021 02 Wind-20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 12 2023 2020 2021 2022 2023 2021 02 Wind 13 2023 2021 1.6 2022 1.8 2023 2.0 2023 02 Wind 14 AI 02 2023 2025 2022 2023 0.0010.0020.0030.0040.0050.0060.0070.0080.0090.00100.00()29.1%14.5%8.7%2022 15 02 marklines 0%20%40%60%80%0%10%20%30%40%50%0%20%40%60%80%100%0%20%40%60%80%0%10%20%30%40%0%20%40%60%80%100%16 90%02 2022 90%56.35%16.56%15.72%8.23%1.42%1.68%9.13%33.33%45.98%9.88%1.68%0.0010%94.05%Marklines 12.99%1.02%11.28%72.84%1.47%1.92%33.97%12.06%8.55%8.74%34.55%90%80%50%30%17 2023 7 60%80%-90%3-5 2019 2020 90%85%90%02 Wind 90%-2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 0.005000.0010000.0015000.0020000.0025000.0030000.0035000.0040000.002019 2020 2021 2022 2023.1-11 Apple Huawei Honor OPPO vivo Xiaomi 18 02 2019 2022 2023 1-7 49.04%56.35%60.94%15.46%12.61%0.00%20.00%40.00%60.00%80.00%2016 2017 2018 2019 2020 2021 2022 2023.1-7%Marklines 19 20+20%-40%2019 2020 ModelY 79 20%-40%CNESA/+A/B+/03 21 1 2 3 03 T-box BMS+/22 2023 NOA NOA/NGP/NOP C 03 NOA 23 NOA NOA 03 Momenta NOA NOA M5/M7 BEV+Transformer+GOD+Q2 Q3+PID stanley 27.98w-32.98w544TOPS NOA NOA 720 7200 36000 2023 G6/G9/P7i Max BEV+Transformer+Q3+22.99w-41.99w508TOPS 2023 L7/8/9 Max BEV+Transformer TIN NPN+Cost 31.98w-37.98w128-508TOPS 2023(ES 6/7/8,ET 5/7,EC 7,BEV+transfomer+NOP+380/11 BEV+transfomer+/30.00-39.00w400TOPS NOA NOA 640 6400 32000 NOA 5 Q4 50 2024 200 AlphaS Hi BEV+transfomer+/32.98w 400TOPS NOA NOA 720 7200 36000 NOA 6 Q4 45 24 L2+BOM 2021 IHS Markit 2021Q1 L2 13.1%2022 L2 25%2025 60%2025 L3 2024 2025 L4 IHS Markit 2025 L3 8.5%2030 IHS Markit L2 5-15w 2030 L2 60%L3 2030 20%RoboTaxi 2030 L4 11%L3 03 IHS Markit 53.1%31.4%3.0%26.9%23.5%10.0%20.0%35.1%57.0%8.5%20.0%1.5%10.0%2021 2025 2030L0 L1 L2 L3 L41083.4297.71410.71089.3607.23943.5982.12589.802,0004,0006,0008,00010,00012,000L0 L1 L2 L2+L3 L4Others DMS ECU Cameras Radar ADC Lidar 25 vehicle domain controller,VDC ADAS domain controller,ADC cockpit domain controller,CDC Zonal E/EA 5 03 5 E/E 26 ACC.03 NOA/0-100m/80-150m/15-250m/150-400m/0.1-5m/35-50 600-75000 300-500 600-2000 15-20;3D,;X X X X X XFCW、LDW、LKA、PCE、AP、TSR ACC、BSD、AEBACC、BSD、AEB、FCW、LCA、PAAP 27 03 LS6 Innoviz Luminar 28 4D 3D 4D 03 4D 4D 1 2 3 4D 1 2 29 4D 1 3D 2 3D 3 3D 4D 03 2023 4D ALRR300 20000/ALRR400 50000/4D SLAM 30 03 NOA 31 OEM AR-HUD OLED/Mini LED 03 Momenta 32 03 IOU Precision recall datection rate GT BEV case ground truth(gt)bounding box(bbox)gt bbox gt x bbox y area T(0.5)lOU=area/(x+y-area precision recall:precision=TP/(TP+FP)recall=TP/(TP+FN)detection rate:detection rate=(TP+FN)-(FP+FN)/(TP+FN)Momenta Multi-camera 3D Occupancy Prediction for Autonomous Driving DCU Domain Control Unit 33 E/E HPC+Zonal 03+FSD Linux SOA SOTA E/E CCM HPC+Zonal 2 HPC/HPC+Zonal SOA E/E 34 BEV+Transformer+03 3.0 2*HPC+4*ZONE 2 HPC 4 ZONE SOA E/E SOA API SDK OEM Multi-camera 3D Occupancy Prediction for Autonomous Driving 3*HPC+4*ZONE 3 4/3 SOA APP OTA X-E/EA3.0+OTA GE/EP4.0 CCU HUT ICU+3*ZONE CCU CCU L3 3 MCU ZONE I/O MCU CP Autosar MCU HPC Linux OS AP Autosar 35 03 Alpha Alpha 1 2 3 Wind 3604 3704 1-N 38 THANKSFORLISTENING
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