企业竞争图谱：2024年自动驾驶SoC芯片 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the autonomous driving SoC chip industry Core Insights - The autonomous driving SoC chip industry is experiencing rapid growth, driven by policy support, increasing sales of autonomous vehicles, and rising value per vehicle's SoC [5][35] - The market size of the autonomous driving SoC chip industry grew from 4.198 billion RMB in 2021 to 45.339 billion RMB in 2023, with a compound annual growth rate (CAGR) of 228.65% [35] - The industry is characterized by high entry barriers, long R&D cycles, and significant technical challenges [12][43] Industry Definition - Autonomous driving SoC chips are integrated circuits that combine various functions such as CPU, GPU, DSP, and storage into a single chip, serving as the "central brain" for intelligent driving vehicles [6][10] - The chips are categorized based on AI computing power into low, medium, and high computing power SoCs [7][8][9] Industry Classification - Low computing power SoCs (2.5-20 TOPS) mainly support basic L0-L2 driving assistance functions [8] - Medium computing power SoCs (20-80 TOPS) enable more advanced features like highway NOA and city memory NOA [9] - High computing power SoCs (100 TOPS and above) support L2+ functions and are designed for higher levels of autonomous driving [10] Industry Characteristics - The autonomous driving SoC chip serves as the "central brain" of intelligent vehicles, responsible for decision-making based on sensor data [10] - High computing power is a core requirement for autonomous driving chips, with increasing data processing needs as the level of automation rises [11] - The industry has high entry barriers due to the substantial investment required for R&D and the lengthy development cycles [12] Development History - The industry began in China around 2016, with significant milestones including the production of Tesla's Model 3 and the establishment of various Chinese tech companies in the SoC space [13][14][15] - The industry has progressed through three phases: initiation (2016-2017), rapid growth (2018-2020), and maturity (2021-present) [16] Industry Chain Analysis - The industry chain consists of upstream semiconductor manufacturers, midstream SoC suppliers, and downstream application providers [17][30] - Upstream, the semiconductor silicon wafer is a core material, with a shift of the global semiconductor industry towards mainland China benefiting local SoC suppliers [18][24] - Midstream suppliers include specialized SoC providers and general chip manufacturers, with a notable presence of international companies [26][27] - Downstream, the market is divided into integrated solutions and open solutions, with increasing collaboration between SoC providers and OEMs [32][34] Market Size and Growth - The market size is projected to grow from 50.976 billion RMB in 2024 to 63.640 billion RMB in 2028, with a CAGR of 5.70% [35] - Factors driving future growth include the increasing sales of autonomous vehicles, rising SoC value per vehicle, and favorable policies [37] Competitive Landscape - The competitive landscape features a mix of specialized SoC suppliers, general chip manufacturers, and OEMs developing their own solutions [42][43] - Major players include NVIDIA, Mobileye, and Texas Instruments, with emerging Chinese companies like Horizon Robotics and Black Sesame Technologies gaining traction [42][45] - The market is characterized by high barriers to entry, with established players holding significant market shares [43]