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2021.12 iResearch Inc.2 iResearch I()-L0 L1L2 L3L4 L53 iResearch I 2020 1999.4 2017.8 2020 9 500 SMS 2020 32%L1 L2 20%12%2021 58 247 137 21 2/2020 32%2025 60%L3 2023 4 1 2 3 4 5 65 iResearch I-2021 2020 2531 1.9%2021 2020 237325439507576722879938136418061851193121982349246028032888280825772531128914.1%37.0%35.2%15.5%13.5%25.1%21.8%6.7%46.1%32.4%2.5%4.3%13.9%6.9%4.7%13.7%3.0%-2.8%-8.2%-1.9%25.6%2001-2021%6 iResearch I-2020 1999.4 2017.8 2021 27.2%2020 2021 2020 51863067610331376144715501793197021152438 2472237121442018100121.6%7.3%52.8%33.2%5.2%7.1%15.7%9.9%7.4%15.3%1.4%-4.1%-9.6%-5.9%27.2%2006-2021%7 iResearch I-2021 2010 2019 400 2020 9 500 18.8%2021 2020 2021 2021 2020 204249263331430403381406379345365416437 43251328822.1%5.6%25.9%29.9%-6.3%-5.5%6.6%-6.7%-9.0%5.8%14.0%5.0%-1.1%18.8%21.0%2006-2021%8 iResearch I-2020 1212.8 47.9%253.1 100 9.122.623.536.343.144.847.167.177.381.7111.2113.4132.1150.4253.1 2020 9 iResearch I-2019 62763 56924 91%95%10%GDP 14.6%4000 23%25%10 iResearch I SAE J3016TM L0 L1L2 Advanced Driving Assistance System ADAS L3L5 L5 L4 L2 L3 0 ADAS 1 2 3 4 5 a a 11 iResearch I L1L2 L3 L0 L1L2 L4 A B AVP L5 L0 FCW Forward Collision Warning-PLUS EX5 LDW Lane Departure Warning-PLUS H6L1 AEB Autonomous Emergency Braking ES6 ACC Adaptive Cruise Control PLUS LKA Lane Keep Assist Aion S LCA Lane Change Assist P7L2 HWA Highway Assist ACC LKA WEY 05 APA Auto Parking Assist CS75PLUS ePro TJA Traffic Jam Assist RX5 MAXL2+NGP Navigation Guided Pilot/A B P7 NOP Navigate on Pilot/ES8 NOA Navigate on Autopilot Model 3L4 AVP Automated Valet Parking APP APP W6 E-HS912 1 2 3 4 5 613 iResearch I 2015 2025 2020 30%L2 30%60%2021 2015-2021 2015 5 2025 2017 4 2025 2017 12 2018-2020 2020(HA)2018 1 2020 2035 2018 12 2020 2020 10 2021-2035 2021 2 2035 2021 3 14 iResearch I ADAS 2018-2021 2021 4 2020 11 3.0 2021 6 ADAS 2020 12(2020 2025)L3 2018 3 2025 2020 12 2022 3 2021 7 5G 2020 5 V2X 2021 3 15 iResearch I 2021 8 20 2022 3 1/2021 8 GB/T 40429-2021 0 5 2021 3 GB/T 39901-2021 AEBS AEBS AEBS M1 2021 2 GB/T 39263-2020(ADAS)ADAS M N O 2020 11 T/CASE 156-2020 M1 M1 2020 11 GB/T 39323-2020 LKA LKA LKA M1 2019 12 GB/T 37471-2019 LCDAS LCDAS 2019 10 GB/T 38044-2019 ACC 2019 5 GB/T 37436-2019 2019-2021 16 iResearch I iResearch I 2020 2019 173 400-450 2013-2020 GDP0-200 200-500 500-850 837 591 589 350 174 173 18.320.222.023.826.028.230.732.213.214.515.717.118.319.921.6 21.210.1%8.9%8.4%9.0%8.7%8.9%4.8%9.6%8.4%8.9%7.1%8.4%8.6%-1.7%2013 2014 2015 2016 2017 2018 2019 2020()()(%)(%)2019 GDP 17 iResearch I ECU/OTA E/E+E/E ECU ECU-E/E ECU ECU CAN OTA DCU 18 iResearch I iResearch I 2020 2020 2024 L4 2025 20%331 2025 1/3 2030 2030 19 1 2 3 4 5 620 iResearch I ASIC AI 5G 2025 30 2013-2021 2013 2015 201720172018 2019 2020 2021 2020 2019 T3 2025 2015 Altera 2017 Mobileye Apollo 9 2018 ESC 2019 20212035 2035 21 iResearch I L3 L2 12%AEB Autonomous Emergency Braking L1 L2 L3 L4/2020 L1+L2 32%L1 L2 20%12%L1 L2 L3 L0L1L2L3L4L5 L2 L3 L4 32%68%L1L2%L0%2021 2020 L1 20%L2 12%L3L5 0%22 iResearch I 11 12 1 2 6 8 20012002200320042005200620072008200920102011201220132014201520162017201820192020 GDP 2001-2020 GDP 2008 1 2 3 4 5 6 7 8 9 10 11 12 2020 2019 2018 11 12 1 2 6 8 2 2018-2020 23 iResearch I AEC-Q100/200 ISO/TS 16949 24 iResearch I V2X 25 iResearch I V2X GPS RFID LET-V2X 5G 26 iResearch I-500 15-250 3D 300 10+10 27 iResearch I 28 iResearch I-MCU SoC ECU Electronic Control Unit MCU Microcontroller Unit/SoC System-on-a-Chip CPU GPU DSP 5 2025 L2 L3 L4 L5 TOPS 100TOPS300TOPS CPU TOPS nm Xavier 30 12Orin 200 5Mobile EyeEyeQ5 24 7EyeQ6 128 7 3 5 16 5 128 16 Snapdragon Ride10-700 529 iResearch I-2017 X 30 iResearch I-ESP ECU EPS 31 iResearch I()MCU ECU HMI SUVMPV Robotaxi/32 iResearch I/HMI 33 iResearch I-060km/h L3 L1L2 2020 30.6 TJA Traffic Jam Assist AEB Autonomous Emergency Braking/34 iResearch I 1-ADAS TJA AEB ADAS L2 L3 2021 58 33.5%TJA AEB x ADAS x ADAS+445868798910033.5%15.7%16.3%13.8%11.9%2020 2021e 2022e 2023e 2024e 2025e2020-2025%/35 iResearch I-/ACC HWA NGP 2020/5G LKA Lane Keep Assist ACC Adaptive Cruise Control LCA Lane Change Assist HWA Highway Assist NGP Navigation Guided Pilot/A B/36 iResearch I18724730336642649031.8%22.7%20.8%16.4%15.1%2020 2021e 2022e 2023e 2024e 2025e2020-2025/%-/2021 247 31.8%2025 490 1 AEB ACC LKA LCA HWA NGP x ADAS x ADAS+/37 iResearch I-AVP L4 AVM 360 APA RPA HPP AVP AVP L4 AVP AVP AVP AVP+AVP+AVMAPARPAHPPAVP Around View Monitor Auto Parking Asist Remote Parking Asist Home Zone Parking Pilot APP Automated Valet Parking APP/38 iResearch I-2021 137 RVC AVM AVM APA HPP AVP L3+20212035 2021 137 1 8813720929737745855.4%52.5%42.2%27.0%21.3%2020 2021e 2022e 2023e 2024e 2025e2020-2025%RVC AVM APA L3+Parking HPP/AVP x x/39 iResearch I-2020 2025 710/400 15 1.52/3-5 100300 100&5G&5G+220/40 iResearch I15213039578042.1%42.4%32.4%44.3%40.1%2020 2021e 2022e 2023e 2024e 2025e2020-2025%-2023 15 2021 21 80 3 x x+x x x x x x 1/41 iResearch I iResearch I-AGV AGV 2020 100 5G-V2X 5G 5G-V2X/42 iResearch I-2025 20 2023 AMT 2021 2 2025 10 1248142281.6%84.5%103.5%82.2%55.8%2020 2021e 2022e 2023e 2024e 2025e2020-2025%x x+x x 1/43 1 2 3 4 5 644 iResearch I/SUV ES6 ES8 EC6 2021 ET72020 162.6 2020 43728 2021 1 7 49887 2020 2020 24.9 15.3%NIO Pilot 23 NOP FCW AEB LCW 2020 58.4 2020 17.26 29.5%XPILOT 3.0 NGP Corner case XPILOT 3.5 150o 2020 27041 2021 1 7 38778 388%G3 G3i P7 P52020 94.6 SUV ONE 2022 SUV2020 11 11.6%L2 12 iBooster 2.0 10 ACC AEB APA FCW LKA 2020 32624 2021 1 7 38743 7 8589 2020 1566 840 2020 426972 2021 1 7 304099 60%2020 85.6 5.4%DiPilot ACC TJA FCW AEB LDWS LKS 12 3 4 45 iResearch I ACC AEB/35 2020 68 67.58%4.87%16.28%ADAS 11%2020 8.17 12.02%40.69%800 Momenta 30 40 2020 1336 2020 55.73 4.17%18.19%2013 2021 6 D 1.9 80%AI L4 2003 2021 2020 25 16.3%1.57%2020 3.52 14.2%46.05%46 iResearch I 77GHz MEMS AI/2014 3D Pandar64 Pandar40P 2019 3.48 94.24%Lyft Aurora innovation 2019 1.68 48.32%2020 9 53.78%FMCW 2015 2 10 2021 9 C AI Matrix 2021 7 5 2020+IP+2015 2021 100 24 77 79GHZ 1984 2007 2020 12.1%5617.4 2020 380 Mobileye 2020 25 6.6%200 800 47 iResearch I/ADAS/2020 715 59%2020 13.7 2020 377.2 75 20%5G 2021 2020 130.7/ADAS L1L2 Drive4U,Drive4U 2020 164 32.3 20%48 iResearch I/Apollo Robotaxi OS 2021 SEA Octopus Drive one BMS OS ICT 2021 ARCFOX S HI 2019 OS AI 2020 2022 IoT&AI 2021 9 49 iResearch I ADAS 依行科技2021 50 iResearch I Driving ADAS AVP 2021 51 iResearch I+AUTOSAR 52 iResearch I ACC AEB LKA AVM APA 80%APA/AI OS AI 53 1 2 3 4 5 654 iResearch I 32%39%44%51%58%65%2020 2021e 2022e 2023e 2024e 2025e2020-2025%2020 32%2025 65%2020 L1 20%L2 12%L1 L2 L1 L2 L3 2023 1.L1L3 L0 L4 L5 2025 0%2.L2 L1 20%21%22%23%25%26%12%18%22%26%29%33%3%4%6%2020 2021e 2022e 2023e 2024e 2025e2020-2025 L1%L2%L3%32%L255 iResearch I L3/56 iResearch I iResearch I 79GHz Wheel SpeedIMU IMUWheel Speed&57 1 2 3 4 5 658 iResearch I 5G 1 20 59 iResearch I L3 L2 corner case ADAS L3 60 IPO 61/360 U&A CEM-KPI ROI TMIC isv TMIC isv TMIC 62 2002 3000 400-026-Contact Us 63
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