Technology Frontier: Interactive Technology in Smart Cockpits

Under the development trend of smart cockpits, the volume and price of automotive acoustics are rising, and the global automotive amplifier market is expected to reach 31.791 billion yuan in 2025. Traditional mid-to-low-end car acoustic systems only include single speakers, usually 3-8 per car, and the overall value is low. With the innovation and upgrading of smart cockpits and the increase in consumer demand for better sound quality experience, the consumption upgrade trend will usher in high-endization. The number and quality of installed speakers will increase, the penetration rate of superimposed on-board power amplifiers will increase, and the acoustic value of bicycles will increase significantly. Under the trend of high-end automotive acoustic systems, a complete automotive acoustic system will contain approximately 8-20 speakers. Currently, new forces generally use 12 or more speakers, such as Ideal One using 12 speakers and Tesla Model X using 22 speakers. According to According to smart car acceleration calculations, the global car speaker market will reach 19.78 billion yuan in 2025, and the domestic market will reach 6 billion yuan. With the increase in the penetration rate of independent external power amplifiers and digital power amplifiers, and the increase in the unit price of power amplifiers catalyzed by intelligence, the global automotive power amplifier market is expected to reach 31.791 billion yuan in 2025, with a CAGR of 8.4%.

Car speaker leader Topsound Electronics, car voice leader iFlytek, and electroacoustic component company Gonda Electroacoustic are expected to benefit. Shangsheng Electronics' car speaker products rank first in the domestic market share. It has been deeply involved in the industry for 30 years. Its main products include car speaker systems, car amplifiers and AVAS. iFlytek is the leader in the in-vehicle voice market. In 2021, it shipped more than 7 million sets of in-vehicle voice products. The average price of the models equipped with the products is in the range of 150,000-200,000 yuan. The cumulative number of pre-installed in-vehicle voice products exceeds 36 million vehicles. Gongda Electroacoustic has been deeply involved in electroacoustic technology for 20 years. With the rapid development of the vehicle voice market, the company's microphones and other products have gradually gained customer recognition.