Investment Rating - The report does not provide a specific investment rating for the Road Side Unit (RSU) industry [2]. Core Insights - The RSU industry is a key infrastructure for intelligent transportation systems, facilitating communication between vehicles and road infrastructure. The industry is characterized by policy-driven growth, integration, and high performance [20][21]. - The market size of the RSU industry grew from 24.917 billion RMB in 2020 to 37.709 billion RMB in 2023, with a compound annual growth rate (CAGR) of 14.81%. It is projected to reach 55.053 billion RMB by 2028, with a CAGR of 6.62% [43][44]. Industry Definition - The RSU refers to intelligent devices installed alongside roads that enable communication between vehicles and road infrastructure, primarily using Dedicated Short Range Communications (DSRC) technology [3]. Industry Classification - The RSU industry can be classified based on functional capabilities, usage, and product form. Functional classifications include business function RSUs and device management RSUs. Usage classifications include intelligent traffic signal control, information collection, management systems, safety monitoring, and service terminals [5][10]. Industry Characteristics - The RSU industry is characterized by: 1. Policy-driven development linked to national strategies such as "Traffic Power" and "Smart City" [21]. 2. A trend towards integration and high-performance devices to meet the growing demand for intelligent transportation systems [22]. 3. A diverse range of market participants, with leading companies emerging in the sector [24]. Development History - The RSU industry has evolved through several stages: 1. Emergence (1990-1999): Development of DSRC technology and initial applications in traffic systems. 2. Initiation (2000-2009): Adoption of C-V2X technology and applications in IoV and intelligent transportation. 3. Rapid Growth (2010-2019): Expansion into automated driving and traffic management. 4. Maturity (2020-Present): Integration into smart cities and advanced traffic systems [25][30]. Industry Chain Analysis - The RSU industry chain consists of: - Upstream: Hardware manufacturers and software providers, including communication modules and sensors [31]. - Midstream: RSU device manufacturers that integrate hardware and software into complete products [31]. - Downstream: Solution providers and government entities involved in urban traffic management and smart city projects [31]. Policy Overview - The report highlights several key policies that drive the RSU industry, including the "Car Road Cloud Integration" pilot program initiated by multiple government departments, which aims to enhance the deployment of intelligent transportation infrastructure [21][60]. Competitive Landscape - The RSU industry features numerous participants, with leading companies such as Huawei, High New Technology, and Baidu dominating the market. The competitive landscape is shaped by early entrants with technological advantages and extensive project experience [63][64].
企业竞争图谱：2024年车路协同智能路侧终端（RSU） 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-12-18 12:05