How much do you know about cockpit domain control: Popularization in the mid- and low-end markets is accelerating, and domestic manufacturers' market share is growing strongly

The cockpit domain control is the core component of the intelligent cockpit system. It not only integrates vehicle information display, entertainment system, interactive control and other functions, but also realizes multi-modal interaction and personalized services through powerful computing support, greatly improving the driving experience. With the development of autonomous driving technology, the cockpit domain control will also be deeply integrated with other domain control systems to jointly promote the process of automotive intelligence. Driven by market demand and technological progress, the application prospects of cockpit domain control are broad and have become the focus of competition in the automotive industry.

According to the intelligent cockpit configuration data analysis of Gasgoo Automotive Research Institute, in the first half of 2024, the penetration rate of cockpit domain controllers in different price ranges showed an upward trend. Specifically, the penetration rate of cockpit domain controllers in the price range below 150,000 yuan has reached 12.3%, and the penetration rate of cockpit domain controllers in the price range of 150,000-300,000 yuan and above 300,000 yuan has also increased significantly, reaching 35.5% and 31% respectively. This trend shows that the popularity of cockpit domain controllers is accelerating, and automakers are actively introducing advanced technologies into a wider price range to meet consumers' demand for intelligent and comfortable driving experience.

From the perspective of cockpit domain control penetration rates of various power types, the penetration rate of cockpit domain control in the field of hybrid electric vehicles (HEV) has declined to 9%, reflecting the relative lag of this field in the application of this technology. Fuel-electric vehicles (ICE) and new energy vehicles (NEV) show completely different growth trends. The penetration rate of cockpit domain control in fuel vehicles has achieved a significant leap, from 6.8% to 16%, indicating that the traditional fuel vehicle market is also actively embracing intelligent transformation. As a frontier of technological innovation, the cockpit domain control penetration rate of new energy vehicles has reached 36.6%, demonstrating the leading role of new energy vehicles in promoting the intelligent and integrated process of the automotive industry.

It is worth noting that among the TOP10 brands equipped with cockpit domain control in the first half of 2024, models from new energy brands such as Tesla and Ideal have achieved full coverage of cockpit domain control. This achievement not only demonstrates their outstanding capabilities in technological innovation and market promotion, but also further promotes the entire new energy vehicle industry to accelerate development towards intelligence and integration.

In the automobile market with a price range of RMB 200,000 to RMB 250,000, the competition among cockpit domain control suppliers is becoming increasingly fierce. As Tesla's key supply chain partners, Pegatron/Quanta has firmly taken the top spot with its solid partnership and excellent product performance, with a market share of 43.2% in the first half of 2024. Although Desay SV maintained its second place, it faced severe challenges from domestic manufacturers, and its market share fell to 8.6%. Domestic manufacturers such as Autolink, Ecarx, Huayang General, and Hangsheng accelerated their efforts to seize the market, showing strong growth momentum.

From the perspective of the overall market share of cockpit domain control suppliers, in the first half of 2023, the top three cockpit domain control manufacturers, Pegatron/Quanta (Tesla), Desay SV, and Visteon, have a combined market share of more than 50%. However, in the first half of 2024, this market structure and share have undergone major adjustments. Specifically, Desay SV topped the list with a market share of more than 15%, becoming the new market leader, and Pegatron/Quanta (Tesla) market share fell to 12.1%, ranking second. Ecarx has rapidly risen with a market share of 8.8%, ranking third, and the combined market share of the top three manufacturers has been squeezed and fallen to 30%. Domestic manufacturers such as Huayang General and Boya have strong growth momentum, and are among the top 10 in the cockpit domain control supplier market share rankings.

In the current cockpit domain control chip market, a notable phenomenon is that foreign brands still occupy a dominant position. The TOP3 brands Qualcomm, AMD and Renesas have a combined market share of more than 80%, building a solid market barrier. Among them, Qualcomm, with its deep technical accumulation, extensive market coverage and strong brand influence, occupies half of the cockpit domain control chip market and sits firmly in the top position of the industry. Its position is difficult to shake in the short term. However, this does not mean that the market structure will remain unchanged. In recent years, domestic manufacturers represented by Huawei and Core Engine Technology are launching an impact on this field with unprecedented speed and determination. In particular, for the traditional advantage areas of foreign manufacturers such as AMD and Renesas, domestic manufacturers are gradually eroding their market share through precise positioning, rapid response and high-quality services.

In general, under the leadership of new energy vehicles, cockpit domain control is accelerating its popularization in the mid- and low-end markets and promoting the process of automotive intelligence. In the future, with the continuous iteration of technology and the continuous upgrading of consumer demand, the cockpit domain control market will present a more diversified competition landscape, and the competition between domestic and foreign manufacturers will become more intense.

Gasgoo recently sorted out the supplier layout of the domain control and smart cockpit markets, and launched the 2024 version of "Strategic Map of Core Areas of New Automotive Supply Chain - Domain Controller" and "Strategic Map of Core Areas of New Automotive Supply Chain - Smart Cockpit" for industry reference.

Golden Album Award

With the accelerated arrival of the era of intelligent connected vehicles, cockpit domain control, as the core bridge connecting users and vehicle intelligent experience, is leading a new round of changes in the automotive industry with its technological innovation and performance optimization. Faced with consumers' growing demand for more personalized, immersive and efficient interactive experience, breakthroughs in cockpit domain control technology are particularly critical. In this context, we warmly welcome all cockpit domain controller suppliers to actively apply for the Gasgoo Automotive Golden Award, take this opportunity to showcase their technological innovations and achievements, promote in-depth exchanges and cooperation between upstream and downstream of the industry chain, and jointly create a new era of intelligent connected vehicle cockpits.