Ranking of installed capacity of smart cockpit suppliers from January to August 2024: Desay SV leads again, and domestic suppliers flourish

Recently, Gasgoo Automotive Research Institute released the "Smart Cockpit Configuration Data List from January to August 2024", including seven major areas such as cockpit domain control, cockpit domain control chip, HUD, AR-HUD, LCD instrument screen, central control screen, and voice, which fully demonstrated the latest dynamics and trends of cockpit configuration in the Chinese passenger car market, as well as the fierce competition among suppliers.

1. Cockpit domain control supplier installed capacity ranking: domestic suppliers' market share continues to rise

In the "Installation Ranking of Cockpit Domain Control Suppliers", Desay SV ranked first with over 510,000 units installed and a 15.2% market share, once again leading the cockpit domain control market. Pegatron/Quanta (Tesla) followed closely behind with over 390,000 units installed and a market share of 11.6%, thanks to the brand effect of Tesla.

Local suppliers such as Ecarx, Autolink, and Magneto Technology have shown a steady growth trend, ranking third, fourth, and fifth on the list. At the same time, Aptiv's market share and ranking declined slightly, falling to seventh place, replaced by local supplier PATEO, which ranked sixth with nearly 170,000 units installed. ( Click to view → More supplier installed capacity rankings )

2. Cockpit domain control chip supplier installation ranking: domestic chips are accelerating

In the "cockpit domain controller chip market", Qualcomm ranked first with a market share of 66.7%, and the installed capacity exceeded 2.34 million units. This achievement not only highlights Qualcomm's profound foundation and technological excellence in the field of cockpit domain controller chips, but also reflects its extensive and far-reaching layout in the global automotive market, as well as its unparalleled strong competitiveness.

AMD and Renesas Electronics ranked second and third with 394,107 and 256,394 units installed, respectively, accounting for 11.2% and 7.3% of the market share, respectively. It is worth noting that domestic chip suppliers also ranked at the top of the list, with CoreEngine Technology and Huawei ranking fourth and fifth with 153,443 and 135,332 units installed, respectively. CoreEngine Technology's market share increased to 4.4%, and domestic chips began to gradually increase their voice in the cockpit domain control field. ( Click to view → More supplier installation rankings )

3. HUD supplier market installed capacity ranking: penetration rate increases rapidly

In the "HUD Supplier Installation Ranking", the overall ranking has not changed compared to January-July. Huayang Multimedia continues to lead the market with an installation volume of over 400,000 sets, with a market share of 21.3%. Zejing Electronics and Yili Electronics are firmly in the second and third place with 306,392 sets and 200,947 sets respectively, with market shares of 16.0% and 10.5% respectively.

It is worth noting that the fourth place "Future Black Technology" has a slight increase in market share to 10.4%, with an installed capacity of 198,388 sets; the sixth place Denso's market share has slightly increased to 8.5%, with an installed capacity of 162,405 sets. The ninth place "Huawei" also saw a slight increase in market share to 4.9%, with an installed capacity of 94,622 sets. ( Click to view → More supplier installed capacity rankings )

4. AR-HUD supplier installed capacity ranking: domestic solutions are accelerating their adoption

In the "AR-HUD Supplier Installation Ranking", relying on its deep technical accumulation in vehicle head-up display systems for many years, Yili Electronics ranked first with 168,040 installations and a market share of 33.1%. Huawei's market share rose slightly to 18.6%, with an installation volume of 94,622 sets, ranking second. Crystal Optech, Huayang Multimedia, and Fudi Precision ranked third, fourth, and fifth with 75,791 sets, 66,178 sets, and 40,547 sets, respectively. ( Click to view → More supplier installation rankings )

5. LCD instrument panel integration supplier market installed capacity ranking: fierce competition

In the "LCD Instrument Screen Integration Supplier Market Installation Ranking", Desay SV ranks first with 1,724,424 sets of installations, and its market share has slightly increased to 14.2%, demonstrating its strong technical strength. BYD follows closely behind with 1,510,572 sets of installations, accounting for 12.4% of the market share. Visteon and Continental have 10.6% and 9.9% of the market share respectively, both of which have declined slightly. Tianyouwei fell out of the list, and Hangsheng ranked tenth with 317,810 sets of installations. It shows the diversification and fierce competition of the market. ( Click to view → More supplier installation rankings )

6. Central control screen integration supplier market installed capacity ranking list: Cockpit standard configuration

In the "Central Control Screen Integration Supplier Market Installation Ranking", Desay SV once again won the championship with 2,783,992 sets of installations, accounting for 21.9% of the market share. Its strong technical strength and rich product lines have won it market recognition. Following closely behind is BYD. With its deep accumulation in the field of new energy vehicles , its central control screen integration business has also achieved remarkable results, with an installation volume of 2,036,946 sets and a market share of 16.1%.

In the ranking list, well-known domestic and foreign companies such as Hangsheng, LG Display, Panasonic , and Huayang General have occupied a place in the central control screen integration market by virtue of their respective technological advantages and market strategies.

Entering the second half of electrification, the demand for intelligence will increase day by day. The central control screen has become the core of vehicle information display and interaction. It has become a standard feature of the car cockpit. At the same time, it will usher in a broader market space and more intense competition. ( Click to view → More supplier installation volume rankings )

7. Ranking of installed capacity of voice suppliers: Domestic suppliers have obvious advantages

The "ranking of installed capacity in the voice supplier market" shows that the competition landscape is relatively stable, with obvious advantages for domestic suppliers.

iFlytek ranks first with 4,737,332 units installed, and a market share of 42.7%, giving full play to its technical strength in voice control. Serens and AISpex rank second and third with 2,071,853 units and 1,564,235 units installed, respectively, with market shares of 18.7% and 14.1%. It is worth noting that the top three suppliers have a combined market share of more than 75%, forming a solid first echelon.

Well-known companies such as Baidu, Volkswagen Wenwen, Tesla, and Huawei also ranked fourth to seventh on the list with their technological advantages. Ecarx, Alibaba, and Tencent also caught up, continued to innovate in technology, and provided product iterations for the market. ( Click to view → More supplier installation rankings )