2024中国智能电动汽车域控制器产业分析报告

Industry Investment Rating - The report highlights the significant growth potential of the smart electric vehicle (EV) domain controller market, projecting it to exceed 280 billion RMB by 2030, with a market size surpassing 100 billion RMB in 2024 [3][33] Core Viewpoints - The evolution of domain controller technology is driving the transition from distributed to centralized E/E architectures, with domain controllers playing a crucial role in enhancing vehicle intelligence and reducing costs [2][7] - Two primary development models are emerging: "OEM-Tier1 joint development" and "OEM self-research," with software capabilities becoming increasingly critical in domain controller development [3] - Cross-domain integration, particularly between the intelligent cockpit and intelligent driving domains, is a key trend, aiming to reduce costs and improve energy efficiency [3][50] - The HPC+Zonal architecture is identified as the next development target, simplifying vehicle development processes and efficiently utilizing chip computing power and sensor data [3][72] Domain Controller and E/E Architecture - Domain controllers are integral to the evolution of E/E architectures, transitioning from distributed to centralized systems, with increasing demand for chip computing power [7][10] - Domain controllers consist of hardware (main control chips and components) and software (operating systems, middleware, and application software), enabling higher vehicle intelligence and reduced wiring complexity [10][12] Domain Controller Industry Competition - The domain controller market is divided into five major domains: intelligent driving, intelligent cockpit, power, body, and chassis, each with varying computing power requirements [18] - The intelligent driving domain controller is critical for vehicle intelligence, with chip computing power categorized into low, medium, and high tiers, dominated by players like NVIDIA, Horizon Robotics, and TI [21][22] - The intelligent cockpit domain controller focuses on enhancing user interaction and experience, integrating functions like infotainment and navigation through SoC and MCU architectures [26] Market Size and Business Models - The smart EV domain controller market is expected to grow significantly, driven by increasing vehicle sales and technological advancements, with a projected market size of over 280 billion RMB by 2030 [33] - Domain controller business models are highly integrated, involving upstream chip suppliers, domain controller manufacturers, and downstream OEMs, with a focus on cost reduction and performance optimization [36][38] Cross-Domain Integration and Trends - Cross-domain integration is a major trend, with two primary paths: cockpit-driving integration and driving-chassis integration, aiming to centralize vehicle functions and improve efficiency [3][50] - The HPC+Zonal architecture is expected to dominate future developments, with regional controllers (ZCU) becoming a focal point of competition [72] - Challenges remain in hardware performance, software architecture, cost, and OEM organizational structures, requiring industry collaboration to overcome [75][76]