中国雷达厂商，强势崛起

Core Insights - The automotive radar market is transitioning from high-end to mass-market applications, with 77-81 GHz modules becoming standard for safety compliance and enhanced perception capabilities [2] - The 4D radar technology is rapidly becoming a benchmark, while imaging radar is gaining traction in the high-end market due to its superior detection range and angle resolution [2][3] - The radar module market is projected to reach $8 billion in 2024 and $13 billion by 2030, driven by regulatory initiatives and the increasing adoption of advanced driver-assistance systems (ADAS) [2][3] Group 1: Market Trends - By 2024, 4D radar is expected to account for approximately 40% of vehicle shipments, becoming a standard feature in new designs [3] - Regulatory measures from Euro NCAP, the EU, and NHTSA are pushing OEMs to expand radar coverage, with a forecast that by 2030, every vehicle will be equipped with five radars [3] - The Chinese market is reshaping the ADAS radar landscape, moving towards a first-tier supplier procurement model, with local companies like BYD and Geely leading the charge [6] Group 2: Technological Developments - The technology stack is evolving with advancements in CMOS-based RFIC and radar SoC, promoting cost-optimized corner radar and scalable 77-81 GHz performance [6][8] - The radar chip market in 2024 is expected to be dominated by MMIC designs, with over 90% market share, integrating RFIC and MCU for edge processing [7] - Companies like NXP and Texas Instruments are leading the transition towards SoC solutions, particularly in cost-sensitive ADAS applications [7][8] Group 3: Competitive Landscape - Calterah is emerging as a significant SoC supplier in China, while Bosch is preparing to expand its in-house SoC radar chip production [8] - Semiconductor material choices are evolving, with 22/28 nm CMOS technology becoming prevalent in RFIC and SoC domains, while SiGe technology is expected to decline [8] - The demand for higher resolution and robustness in radar systems is driving a shift towards simpler "satellite" sensor architectures that relay data to centralized computing platforms [8]