趋势研判！2026年中国智能驾驶域控制器‌市场政策、产业链全景、发展现状及未来发展趋势分析：爆发增长迈向千亿市场，融合自主驱动产业进阶[图]

Core Insights - The article emphasizes the significance of the Automotive Domain Controller (ADCU) as the "brain" of vehicles, integrating various functions essential for advanced autonomous driving [1][5] - The ADCU market is experiencing explosive growth, with projections indicating a rise from 9.8 billion yuan in 2020 to 167.4 billion yuan by 2024, and further growth expected to reach 447.6 billion yuan by 2026 [1][6] Industry Overview - The ADCU is a core component in the evolution of intelligent connected vehicles, transitioning from distributed to centralized electronic architectures [2][5] - Recent government policies have provided robust support for the industry, focusing on reliability, standardization, AI integration, and technology transfer [1][5] Market Dynamics - The ADCU market is projected to grow at a compound annual growth rate (CAGR) of 103.1% from 2020 to 2024, driven by multi-sensor fusion and the acceleration of in-house development by vehicle manufacturers [6][8] - The overall intelligent driving domain electronic market is expected to grow from 1636.7 billion yuan in 2020 to 2595.1 billion yuan by 2025, with a CAGR of 9.66% [5][6] Product Classification - ADCUs are categorized into four types based on functionality and application scenarios, including driving safety controllers, integrated driving and parking controllers, cockpit and driving integrated controllers, and basic parking controllers [3][4] Industry Chain Analysis - The ADCU industry chain consists of upstream components like chips and sensors, midstream integration and system development, and downstream vehicle manufacturing, with a focus on passenger vehicles and emerging commercial vehicle markets [7][8] - The demand for ADCUs is primarily driven by the intelligent driving automotive sector, with significant growth in new energy vehicles [8] Future Trends - The industry is expected to evolve towards deep integration of architectures, self-sufficiency in the supply chain, and innovative application scenarios [9][11] - Key trends include the transition to a collaborative model of central computing and regional control, the deepening of domestic substitution in the supply chain, and the expansion of diverse application scenarios and business models [10][12]