Definition of basic concepts of intelligent driving Analysis of China's intelligent driving landscape

QuantumBit Think Tank released the " Smart Driving 2023 Annual Report", in which some valuable frameworks are proposed. At present, China's smart driving technology is evolving rapidly, and the market structure is becoming clearer. The report discusses the technical status of smart driving in the field of driving, analyzes the iteration routes of different products , and deeply explores the development trends in the field of parking. Through the division of price, realization capability, perception solution and supplier, it reveals the echelons, camps and factions of China's smart driving industry, providing a reference for the development of the industry.

01 Basic Concept Definition

Smart driving product categories mainly include driving and parking.

● In the field of driving, the product iteration route includes low-level assisted driving to advanced driving assistance, covering functions such as LKA, AEB, AC C, LCC, ALC, HWA, etc. Urban NOA and highway NOA realize intelligent driving in urban and highway scenarios.

◎ Basic L2 level: assisted driving functions, such as LKA, AEB, etc. ◎ High-speed NOA: Intelligent driving in scenarios such as high-speed elevated roads, ring roads, and urban expressways. ◎ Urban NOA: Intelligent driving in open urban roads, including unprotected left turns, unprotected U-turns, and traffic light recognition .

● In the parking field, product development routes include assisted parking, memory parking, AI valet parking, etc.

◎Automatic assisted parking: requires driver monitoring, and uses sensors to achieve lateral and longitudinal control. ◎Memory parking: learns and records users' frequently used parking positions, establishes environmental feature maps, and achieves autonomous parking. ◎AI valet parking: when no one is in the car, the system automatically completes low-speed automatic driving , obstacle avoidance, parking space search, and parking in and out.

The price threshold of smart driving products continues to drop. The lowest selling price of models with NOA function in urban areas has gradually dropped, and the price has stabilized. For example, NIO's smart driving product adopts a paid subscription system, with a price of 680 yuan/month.

02 China's Intelligent Driving Landscape

● Tier divisions are divided according to the realization capability. China's intelligent driving landscape is divided into the current generation, the next generation and the leading generation. The realization capability of urban NOA and highway NOA has become the main criterion for measurement. Most traditional car manufacturers have not fully realized the basic L2 level functions.

Zhineng Comment: This division is controversial. Please leave your thoughts.

● Camp division: The sensor solutions and high-precision map usage of smart driving products have become the main basis for camp division. Based on whether they rely on high-precision maps, they can be divided into map-based and non-map-based camps.

Zhineng’s comment: There is also a lot of controversy here. Let’s bring it up first so that we can discuss it together.

● Faction division: From the perspective of the provider, the leading and next-generation players can be divided into self-developed faction, supplier faction and redundant faction. Suppliers are further divided into two echelons: urban NOA and highway NOA.

Zhineng’s comment: There are also many changes and controversies here.

summary

Smart driving technology is constantly evolving, and market competition is becoming increasingly fierce. With prices dropping and product features continuously enhanced, smart driving is expected to become the mainstream of the automotive industry in the future. China's smart driving industry will continue to innovate and drive the entire industry forward.