Domestic automotive vision research: DMS enters a period of explosive growth, with installation volume increasing by 141.8% year-on-year-EEWORLD

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1. China's installed camera volume will reach 75.4 million by 2025

According to the Zos Data Center, the total number of cameras installed in new cars in China in the first half of 2022 was 20.624 million, a year-on-year increase of 11.8%. In terms of sub-categories, the number of front-view cameras installed in the first half of 2022 was 3.499 million, a year-on-year increase of 20.4%; the number of surround-view cameras installed was 10.735 million, a year-on-year increase of 22.7%; the number of rear-view cameras installed was 4.520 million, a year-on-year decrease of 18.8%; the number of DMS cameras installed was 384,000, a year-on-year increase of 141.8%; and the number of dashcams installed was 1.486 million, a year-on-year increase of 39.7%.

Number of cameras installed in passenger cars in China from 2021 to 2022 (10,000 units)

Source: Zoss Automotive Research Database

It is estimated that the number of cameras installed in China will reach 75.4 million in 2025. The main driving factors are:

Policy driven

The national level and various cities are actively introducing policies related to autonomous driving to promote the development and commercialization of the autonomous driving industry.

On March 1, 2022, China officially implemented the new national standard "Automotive Driving Automation Classification";

On August 1, Shenzhen officially implemented the "Regulations on the Management of Intelligent Connected Vehicles in the Shenzhen Special Economic Zone", allowing fully autonomous vehicles to be legally on the road;

On September 5, Shanghai issued the "Shanghai Implementation Plan for Accelerating the Innovation and Development of Intelligent Connected Vehicles", which plans to initially build a domestic leading innovation and development system for intelligent connected vehicles by 2025.

OEM drive

In the first half of 2022, the L2+ level assembly volume was 2.877 million vehicles, and the assembly rate was 32.4%, an increase of 12.6 percentage points year-on-year, and the assembly rates of L2.5 and L2.9 showed explosive growth; many OEMs have deployed L3 and above autonomous driving, and in the future, autonomous driving levels above L2.9 will become standard.

Installation rate of L2 and above autonomous driving functions in Chinese passenger cars from 2020 to H1 2022

(Note: L2+=L2+L2.5+L2.9) Source: Zoss Automotive Research Database

Traditional OEMs adopt the approach of cooperating with technology companies or launching new brands to develop autonomous driving. For example, BYD reached cooperation with NVIDIA and Baidu in February and March 2022, respectively. NVIDIA will provide intelligent driving technology, and Baidu will provide a complete L3-level intelligent driving solution. In March 2022, GAC launched a new electric brand e:NP and its first product, Jipai 1, to enter the "electrification" market. The car supports L3-level intelligent driving.

New car manufacturers focus on self-development. Wei, Xiaopeng and Li Auto have all started the road of full-stack self-development of software and algorithms. XPilot driving assistance system , which is fully self-developed by Xpeng Motors, has been continuously upgraded and has now entered the XPilot 3.5 era, which can achieve L3 level autonomous driving. XPilot 4 is currently installed on the G9 and plans to complete the transition to autonomous driving in 2026.

2. In the first half of 2022, Bosch, Denso, and Aptiv accounted for 52.28% of the market share of front-view cameras, and local company Jingwei Hirain ranked in the top ten

In the first half of 2022, the Chinese passenger car new car front-view camera market was mainly occupied by foreign suppliers Bosch, Denso, and Aptiv. Bosch had a market share of 25.12%, and its main customers were BYD, Honda, BMW, Changan, etc.; Denso's market share was 19.09%, and its main customer was Toyota; Aptiv's market share was 8.27%, and its main customers were Volvo, GAC, SAIC, etc.

Jingwei Hirain is the only local company that has entered the top ten of the front-view camera market for new passenger cars in China. Jingwei Hirain was founded in 2003 and entered the ADAS field in 2016. It mainly supplies OEMs such as SAIC, FAW, and Geely. Jingwei Hirain's main products include ADCU, ADAS products, LMU, DMS, T-BOX, and GW. ADAS cameras have been upgraded to the fifth generation. In the future, it will develop new products such as a new generation of super-computing intelligent driving domain controllers, intelligent cockpit perception controllers, and 3D cameras based on domestic chips or foreign chips with higher computing power , ISP image processing technology, and in-cabin three-dimensional perception technology.

3. Car cameras enter the 8-megapixel era

With the improvement of the level of autonomous driving, the application requirements of vehicle cameras have shifted from imaging lenses to perception lenses, and the use scenarios have expanded from single scenarios to multi-faceted scenarios. The system's requirements for camera resolution are getting higher and higher. Driven by market demand, 8-megapixel cameras with higher clarity, larger field of view, and longer detection distance are becoming more and more popular with OEMs.

The proportion of 8-megapixel cameras in models launched in 2022 will increase; for example, the Ideal L9 and NIO ES7, which will be launched in June 2022, are both equipped with 11 cameras, of which the L9 has 6 8-megapixel cameras and the ES7 has 7 8-megapixel cameras; the WM M7, which will be launched in the fourth quarter of 2022, is equipped with a total of 11 cameras, of which 7 are 8-megapixel cameras, which can achieve full intelligent coverage of "community parking-urban roads-intercity highways" vehicle use scenarios.

8-megapixel camera layout for models launched in 2022

Source: Public information compilation

With the support of OEMs for assisted driving functions, suppliers have also begun to actively deploy the research and development and production of high-resolution camera modules. For example, the third-generation front-view camera FVC3 released by Furuitech in August 2022 has 8 million pixels, a maximum vehicle detection distance of 250 meters, and a maximum pedestrian detection distance of 120 meters. It supports the recognition of high-speed NOA and Chinese traffic characteristic signs and scenes.

Layout of 8-megapixel cameras by some domestic suppliers

Source: Public information compilation

4. 3D sensing technology

3D sensing is a depth sensing technology that can measure and collect the height, depth and shape of an object. Compared with traditional solutions, 3D ToF has the advantage of being able to capture depth and infrared images under harsh lighting conditions, and the 3D ToF lens has a higher frame rate, making it more suitable for dynamic scenes. Currently, 3D sensing technology is mainly used inside the cockpit, such as driver monitoring systems.

As the mainstream technical solutions for 3D sensing, structured light and ToF technologies have become the hot spots for technical research and development of major automotive lens manufacturers. O-Film is currently the main supplier of 3D sensing modules in China. It entered this field in 2017 and simultaneously developed structured light and ToF solutions. It was the first to realize the mass production of automotive ToF visual perception modules on the Wenjie M5 released in March 2022, which was the first mass production in the automotive industry.

ArcSoft's latest 3D ToF gesture interaction technology will also be launched on the Ideal L9 in June 2022.

Oruida's 3D ToF smart cockpit solution will be released in September 2022.

5. As an important part of the smart cockpit, the installation volume of DMS/OMS will enter a stage of substantial increase

In the first half of 2022, the DMS assembly volume was 384,000, a year-on-year increase of 141.8%. The current mainstream DMS solutions can be divided into cockpit integrated and independent hardware. The cockpit integrated solution has rich functions in terms of entertainment functions, social media functions, mobile phone interconnection and other functional characteristics; the independent hardware solution can meet the requirements of L2+ and L3 level autonomous driving in terms of functional safety level, and effectively monitor the human-machine co-driving status.

The mainstream suppliers of independent hardware solutions include Neusoft Rich, Hirain, Zhihua Technology, O-Film, Hikvision Auto, etc. Among them, Neusoft Rich's independent hardware DMS products have implemented functional safety development in accordance with the ISO2 6262 standard ASIL-B level in terms of system, hardware, and software, and realized the deployment of full-chain information security modules for controllers, vehicles, cloud, and mobile phones, and are interconnected with the L3-level intelligent driving domain controller of the whole vehicle. It has now been mass-produced and installed on mainstream models of many automobile companies.

In the future, when autonomous driving technology enters an advanced stage and people are no longer in driving tasks, the scene application of smart cockpits will become more important, and the integration of cabin and driver is the key to the complete user experience. Therefore, many domestic vision suppliers have launched solutions for the integration of inside and outside the cabin.

For example, in April 2022, Desay SV released the in-vehicle intelligent computer "Aurora", which achieved the leap from domain controller to central computing platform. It is a cabin-driver fusion solution based on multiple SoC chips, integrating multiple functional domains such as smart cockpit, intelligent driving, and connected services at the functional level.

Desay SV Central Computer Platform Aurora

In June 2022, Jidu released an automotive robot concept car, which is based on the self-developed SOA cabin-driving fusion technology architecture to achieve computing power sharing, perception sharing, and service sharing. The smart cabin domain controller can support system-level safety redundancy in the event of failure of the smart driving system, and the smart driving domain controller can support AI interaction of the smart cabin's 3D human-machine co-driving map.