智能车载终端：自动驾驶发展路径，智能车载终端的关键技术和挑战 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the smart vehicle terminal industry. Core Insights - The smart vehicle terminal industry has experienced rapid growth, driven by advancements in vehicle networking technology and increasing sales of new energy vehicles. The market is expected to continue expanding with the proliferation of autonomous driving technology and the development of 6G networks, enhancing driving safety and efficiency [2][29]. Industry Definition - Smart vehicle terminals are intelligent devices installed within vehicles, providing various smart functions such as navigation, entertainment, communication, and safety. They are core components of vehicle networking technology and are rapidly evolving with the advancement of intelligent transportation systems [3]. Industry Classification - Smart vehicle terminals can be classified into smart vehicle hardware and smart vehicle software based on their physical form [5][7]. Industry Characteristics - The smart vehicle terminal industry is characterized by technology-driven innovation, significant policy influence, and a trend of cross-industry integration [9][10][12]. 1. Technology-Driven Innovation - Breakthroughs in artificial intelligence, big data analysis, and vehicle networking technologies are continuously upgrading product functions and service experiences, driving rapid industry development [10][11]. 2. Significant Policy Influence - The Chinese government has introduced various policies to encourage the development of new energy vehicles and smart connected vehicles, significantly promoting the growth of the smart vehicle terminal market [12]. 3. Cross-Industry Integration Trend - The boundaries between traditional automotive and information technology industries are increasingly blurred, with internet giants and tech companies actively entering the automotive sector [13]. Development History - The smart vehicle terminal industry has evolved through three stages: - Emerging Stage (2014-2016): Initiated with the support of 4G networks and technological innovations [14]. - Startup Stage (2017-2019): Government support for new energy technologies and smart connected vehicles became prominent [16]. - Rapid Development Stage (2020-2024): Rapid growth in new energy vehicle sales and the deepening application of AI and machine learning technologies [17]. Industry Scale - From 2019 to 2023, the market size of the smart vehicle terminal industry grew from 1,697.586 billion RMB to 3,071.898 billion RMB, with a compound annual growth rate (CAGR) of 15.98%. It is projected to grow from 3,741.495 billion RMB in 2024 to 8,233.768 billion RMB by 2028, with a CAGR of 21.80% [27][28]. Policy Overview - The report outlines several policies aimed at promoting the integration of smart connected vehicles and enhancing infrastructure, which will significantly impact the demand for smart vehicle terminals [34][35]. Competitive Landscape - The smart vehicle terminal industry exhibits high market concentration, with leading companies such as Desay SV Automotive and Huayang Group dominating the market. The competitive landscape is shaped by the need for strong technological capabilities and high cost efficiency [47][48].