Smart cars are becoming a new growth pole in the communications industry. 5G, on the other hand, is regarded as the driving force behind the upgrade of the connected car service experience and the revolution of the integrated electronic architecture of the vehicle and the cloud.
Previously,Gaogong Intelligent Vehicle Research InstituteAccording to the report data, from January to December 2023, passenger cars (Chinese market, excluding import and export) are equipped with 1653 standard equipment for the Internet of Vehicles690,000 units, a year-on-year increase of 2355%, standard equipment installation rate 7831%；
Among them,The pre-installed standard 5G Internet of Vehicles delivery 173730,000 units (including some options), an increase of 272 year-on-year42%, becoming a new bright spot in the market increment；In addition, V2X delivery is on the risk 31130,000 units, a year-on-year increase of 8312%。
At present, public information shows that the number of 5G connections in the world has exceeded 1.5 billion, and most of the contribution still comes from smartphones. Next, the large-scale upgrade of 5G will appear in the automotive industry.
This means that with modular hardware upgrades from 4G to 5G, coupled with a highly scalable software architecture, in-vehicle solution providers are offering a new, future-proof solution.
In fact, since last year, **ANCI, one of the global communication patent pool institutions, is successively confirming 5G licensing agreements with many automakers such as Volkswagen, General Motors, Mercedes-Benz, BMW, and Hyundai Motor. According to the latest data, at present, the patent license fee for 5G (including 4G 3G) is as high as 32 US dollars.
The launch of the 5G networked vehicle project is also regarded as an important milestone by ANCI. At present, there are more than 80 car brands around the world300 million connected vehicles are licensed through the ANCI 4G vehicle program.
In the view of Yang Lei, vice president of Queco Communications, "the rate and bandwidth of 5G is on the one hand, and on the other hand, it is related to the brand, and the high-end models with 5G have now become an industry consensus." At the same time, the electronic and electrical architecture is iteratively upgraded, and the traditional 4G module can no longer meet the requirements from a technical point of view. ”
Gaogong Intelligent Vehicle Research InstituteAccording to monitoring data, the average delivery price of new cars equipped with 5G as standard in the Chinese market in 2023 will be 36070,000 yuan; In addition,From the perspective of price distribution, models in the price range of 25-400,000 yuan are equipped with 5G, accounting for more than 50%.
At the same time, from 4G to 5G, the V2X track has also become a new focus.
For example, as the main promoter of 5G front-loading and large-scale on-board vehicles, Li Auto is enriching the Internet of Vehicles architecture team, involving the architecture design and research and development of the C-V2X vehicle-road collaboration system.
Major vehicle communication module manufacturers are vying to cooperate with domestic related V2X protocol stacks, national cryptography encryption algorithm solution manufacturers, etc., and increase investment in software. Yang Lei said that the market has just started, and there are still many application opportunities in the future.
For example, the company's MT2735 5G edge computing automotive-grade module T800, which was launched for the first time in the world, has a high computing power AP and can reach 4-core CA55 1With a 5G clock speed of 15,000 DMIPS, it can be loosely coupled with V2X modules, and the location and selection of V2X modules are also more flexible.
At the same time, 5G and V2X, as a deterministic upgrade path for in-vehicle communication, provide additional support functions (such as high-precision positioning and perception enhancement), which to a certain extent provides the possibility of hardware reuse for the development of relevant functions of car companies, and is also a cost-reducing strategy.
According to public information, in China, Neusoft has a complete vehicle-road collaboration solution and end-to-end C-V2X Internet of Vehicles products, and as an important formulator and industrialization promoter of C-V2X standards, it has deeply participated in the discussion and formulation of more than 50 C-V2X industry standards.
In the first half of 2023, Neusoft Vetalk products continued to be upgraded, becoming the first V2X software protocol stack in China to reach the mass production level of automotive specifications, and also the first to realize the deep integration of V2X collaborative scenarios and autonomous driving.
Since 2021, Neusoft's 5G V2X Box products have been mass-produced and marketed on a number of strategic models such as Great Wall, Hongqi, and Geely, and have successively received orders for dozens of mid-to-high-end models from many well-known automakers.
In terms of related policies, the bonus window is opening.
For example, the 2024 version of China's new car evaluation regulations, C-NCAP, disclosed that for the first time, C-V2X technology was introduced into the active safety evaluation sector, involving the test scenarios of the vehicle driving straight at high speed and stationary target vehicles in front, the test scenarios of the vehicle driving straight and the front of the vehicle crossing the target vehicle with the obscured front, and the traffic signal recognition test scenario.
According to the plan, this new set of regulations will be officially implemented from July 1, 2024. This means that in the active safety scoring process, car companies can use V2X to further improve their scores.
Among them, the test scenarios of the first version include the vehicle test scenario of high-speed straight driving and the stationary target vehicle in front (CCRH), the test scenario of the vehicle crossing the target with the vehicle going straight and the front obscured (C2C SCPO), and the traffic signal recognition test scenario (TSR).
Among them, the first two tests are mandatory, and both involve active safety functions, and they are also the first in the world to introduce C-V2X technology into the active safety evaluation section.
At the same time, on January 17 last year, the Ministry of Industry and Information Technology and other five departments issued the "Notice on Carrying out the Pilot Work of the Application of "Vehicle-Road-Cloud Integration" of Intelligent Networked Vehicles, further clarifying the policy support.
In the recent external recruitment information of Huawei's automotive business, intelligent networking is regarded as the field where Huawei has accumulated the most profound experience in intelligent vehicle solutions, and it is also the starting point of Huawei's automotive industry. Among them, participating in the competitiveness building of V2X Internet of Vehicles has become one of the new focuses in 2024.
Judging from the monitoring data of the Gaogong Intelligent Vehicle Research Institute, the function definition of V2X application scenarios, the construction of software and hardware platforms, and the construction of development and testing standards have become the focus of job recruitment for domestic leading car companies.
And this week, the Mobile World Congress (MWC) 2024, which is regarded as the annual vane of the global mobile communications field, opened, and Samsung's Harman officially launched the Ready Connect 5G telematics control unit (TCU), further reducing the development and onboarding costs of automakers.
This scheme is based on:Qualcomm Snapdragon Auto 5G Modem-RF Gen 2 (2nd generation in-vehicle 5G communication solution).to increase data bandwidth up to 200MHz and data transfer up to 1Gbs.
In addition, the second-generation solution allows applications to run directly on the modem by integrating a quad-core CPU, and a hypervisor supports isolation of workloads. In addition, it also supports satellite communications, which will be mainstream in the future.
At the same time, Qualcomm's next-generation advanced positioning engine is built-in to improve positioning accuracy and robustness in various environments, support emergency services, navigation, safety warnings and autonomous driving functions, and accurately locate in the most challenging environments, enabling high-precision positioning and automatic parking applications.
In addition, the second-generation solution also integrates C-V2X, which is compliant with the 3GPP version 16 standard; To this end, Qualcomm also completed a definitive agreement last year to acquire Autotalks, one of the world's leading providers of automotive-grade dual-mode global V2X solutions.
In the Chinese market, the 5G upgrade coincides with the key upgrade cycle of the next-generation vehicle electronic architecture. However, the market access threshold will also be significantly higher than that of traditional 4G.
Last year, GAC R&D Center announced that the mass production and development of 5G V-Box (in-vehicle communication terminal platform project) will be the first to be equipped with ZTE's automotive-grade 5G module, and the first model is expected to be mass-produced in 2024.
In this cooperation project, ZTE will provide the first automotive-grade 5G R16 ZM9300 module based on a fully self-developed chip platform in China, and it is also the first mass-produced 5G R16 automotive-grade module based on self-developed chips in China.
According to public information, this automotive-grade 5G module passed the AEC-Q100 product certification in September last year, and the 6nm process can provide 184DMIPS computing power, support C-V2X protocol stack and applications, and support 5G full mode. Rich peripheral interfaces, flexible choice of 5G ONLY or 5G+C-V2X configurations.
At the same time, GAC also took the lead in the industry last year to launch a new vehicle-cloud integrated centralized computing electronic and electrical architecture - Xingling electronic and electrical architecture, integrating Gigabit Ethernet, 5G and information security, increasing computing power by 50 times and data transmission rate by 10 times.
The GAC Xingling architecture consists of 3 core computing units and 4 regional controllers, and adopts high-speed automotive Ethernet as the backbone, combined with 5G communication technology, to form a high-speed interconnection architecture inside and outside the vehicle.
Behind this, the integrated software development platform of Neusoft Reach forms data collaboration by connecting the "car" and "cloud", and forms a closed loop of data cloud, fully mobilizing cloud platform services to empower the continuous iteration of intelligent systems and functional innovation on the vehicle side.
In the front-end market, 5G V2X platform projects of car companies are also beginning to increase.
In March last year, JOYNEXT Zhixing, a subsidiary of Joyson Electronics, announced that it had obtained the designation of an intelligent network project for an automobile company customer to provide 5G+C-V2X products for new energy vehicles, with an estimated total order amount of about 1.8 billion yuan in the whole life cycle.
Previously, the company also received orders for platform-based 5G+C-V2X product projects from European car companies, and plans to start mass production in 2024. At present, in the Chinese market, NIO is one of JOYNEXT's largest C-V2X front-end mass production partners.
The Institute predicts that the 5G installation rate of new vehicles in China's passenger car market will most likely exceed 25% by 2025, and the LTE 5G-V2X front-loading rate will exceed 10%.
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