狂飙近100%！这一赛道迎来「普及」潮，中外玩家加速抢食“蛋糕”

Core Insights - In 2026, mainstream automakers will further promote the transition from domain-centric architecture to "central computing + regional" architecture, which will significantly influence the competitiveness of various brands' models in the intelligent automotive sector [6][10]. Group 1: Market Trends - By the end of January, the first model equipped with the CEA architecture, a collaboration between XPeng Motors and Volkswagen, has officially entered mass production. This architecture features a regional control design integrated with a high-performance central computing platform [7]. - According to Gao Gong Intelligent Automotive Research Institute, the delivery volume of passenger cars equipped with physical regional controllers (ZCU) in the Chinese market (excluding imports and exports) is expected to reach 2.899 million units in 2025, representing a year-on-year growth of 92.79% and an annual penetration rate exceeding 10% [7][8]. - The market for ZCU is rapidly expanding, with predictions indicating that by 2030, the market share of HPC + ZCU will exceed 30% [8]. Group 2: Supplier Dynamics - The rapid decline in the threshold for ZCU adoption is evident, with models like Leap Motor's C10 and B10 marking the entry of ZCU into the mainstream consumer market priced below 150,000 yuan [8]. - Major local suppliers such as Huawei, Jingwei Hengrun, and Desay SV have emerged as key players in the domestic ZCU market, with Jingwei Hengrun's cumulative delivery of ZCU exceeding 2 million units by December 2025 [9][11]. - Desay SV has announced multiple contracts with major OEMs for its integrated ZCU product, which includes critical functions such as body comfort control and electronic parking [9]. Group 3: Technological Advancements - The implementation of the central computing + regional control electronic architecture is crucial for cross-domain integration, requiring ZCU to manage multiple electronic control functions and external communication interfaces [10]. - The demand for high-performance MCUs and central cross-domain computing chips (SoCs) is expected to surge as the electronic architecture of vehicles upgrades, with local players rapidly gaining market share from traditional automotive chip giants [10][11]. - The annual demand for cross-domain MPU/SoC in the Chinese passenger car market is projected to exceed 100 billion yuan as the HPC + ZCU architecture becomes more prevalent [11].