Desay SV领跑行业，2025年有望登顶全球信息娱乐市场

Core Viewpoint - The global market for in-car infotainment systems is experiencing a 3% year-on-year growth in 2024, with suppliers adapting to consumer demands for interactive and seamless experiences while also considering safety factors due to the increasing integration with critical safety functions [1][2]. Group 1: Market Overview - In 2024, China, the United States, and Europe account for 70% of the global passenger car infotainment system market [1]. - Over 94% of infotainment systems in the European market are supplied by non-Chinese vendors, while this figure exceeds 99% in the U.S. market [1]. - Conversely, nearly 80% of new domestic vehicles in China are equipped with infotainment systems from local suppliers [1]. Group 2: Competitive Landscape - Chinese infotainment system suppliers leverage local advantages and lower labor costs to provide cost-effective solutions [1]. - These suppliers offer easily integrable systems to both domestic and international automakers and are actively investing in software platform development to cater to regional consumer preferences [1]. - As Chinese automakers expand internationally, their supporting suppliers are also entering global markets, enhancing competition [1][2]. Group 3: Strategic Shifts - International mainstream automakers are increasingly inclined to collaborate with local infotainment suppliers to reduce logistics costs and improve supply chain efficiency [2]. - The aggressive pricing strategies of Chinese automakers are reshaping the global competitive landscape, prompting non-Chinese manufacturers to reassess their cost and financial strategies to maintain market positions [2].