How much do you know about intelligent driving domain control: low-end and mid-end models are accelerating their introduction, with integrated driving and parking solutions accounting for the majority

Intelligent driving domain control is a key component of smart cars. It integrates high-performance computing units, complex sensor data processing algorithms and advanced control logic to realize the intelligent driving function of the vehicle. With the evolution of automotive E/E architecture, the reduction of SoC costs and the improvement of regulations and safety requirements, the intelligent driving domain control industry has ushered in huge growth space.

According to the intelligent driving configuration data analysis of Gasgoo Automotive Research Institute, the deployment of intelligent driving domain control solutions has begun to accelerate, with the highest monthly penetration rate exceeding 15%. In the future, with the popularization of high-end intelligent driving functions and the platform promotion of hardware, the domain control market will usher in a new round of explosive growth.

At present, the intelligent driving domain control market is dominated by the driving and parking integrated domain control type, accounting for as high as 84.4%. It is expected that starting from 2025, the cabin-driving integrated solution will be accelerated and gradually become the mainstream of domain control types. In addition, among the models equipped with intelligent driving domain control as standard, 52.8% of the models are equipped with the navigation assist (NOA) function as standard, and 34.1% of the models support the NOA function through software payment, which shows that the installation of intelligent driving domain control is closely related to the installation of NOA function.

From the ranking of brands with standard intelligent driving domain control from January to August 2024, Tesla ranks first with a brand share of 22.5%, leading the market; Ideal, Wenjie, Weilai, and Zeekr are in the top five, and Xiaopeng, Leapmotor, Mercedes-Benz, Xiaomi, and BYD are in the top ten. From the ranking of models with standard intelligent driving domain control from January to August 2024, Mdel Y ranks first with 294,361 sets of installations, Wenjie M7 ranks second with 118,446 sets of installations, and Model 3 ranks third with 99,746 sets of installations.

根据2024年1-8月标配智驾域控车型价格区间占比数据，智驾域控上车的主要价格区间集中在20-30万元之间，占据了总体的50.4%。值得注意的是，相较于去年同期，这一比例有所下降，从去年的32.6%的市场份额降至26.5%；与此同时，10万以内的价格区间在今年有了显著的增长，从去年的4.2%增长至今年的6.0%。这表明，未来随着智驾技术的不断成熟和普及，以及硬件成本的进一步降低，预计10-20万元的价格区间也将逐渐成为智驾域控上车的重要市场。

At present, the sensor solutions of standard intelligent driving domain control models are mainly 11V and 10V, and nearly 30% are equipped with laser radar. The computing power distribution of intelligent driving domain control is currently concentrated above 200TOPS. With the launch of more low- and medium-power chips and the popularization of NOA functions in the low-price range, below 100TOPS will also become a major domain control computing power distribution range. In the future, the computing power distribution of intelligent driving domain control will show a trend of polarization.

在智驾域控芯片的选择上，相比于座舱芯片高通一家独大的现状，智驾芯片的选择更加多元化，国产芯片有崛起的趋势。在2024年1-8月的智驾域控芯片装机量排行榜中，英伟达Drive Orin-X以1092650颗的装机量位居榜首，特斯拉FSD紧随其后，装机量为788214颗。华为、地平线等国内厂商也表现不俗，分别位列第三和第四位。具体而言，华为昇腾610以301585套的装机量，占据了10.3%的市场份额；地平线征程5以161872套的装机量，占据了5.5%的市场份额。

There is currently a trend in the intelligent driving domain control market where OEMs conduct self-research and electronics manufacturers do OEM work, but third-party suppliers can also establish their competitive advantages through various methods, such as bulk procurement of hardware and optimization of underlying algorithms to give them lower marginal costs, as well as self-research or deep binding of upstream and downstream hardware and software resources to achieve integrated development of hardware and software.