The networking function of smart cars is entering a new development cycle and driving related hardware into a high growth period.
T-BOX (also known as TCU, on-board wireless terminal), serves as the communication and control center for the external networking of the entire vehicle, and is responsible for the vehicle's infotainment networking, remote connection control and other functions. With the upgrade from 4G to 5G, 5G+V2X will become one of the main forms of the next generation of products, and will also incorporate more information security functions. At the same time, in-car wireless terminals are also the key to automotive intelligence.
At present, the mainstream T-BOX in the market provides a variety of connection services such as data transmission, fault monitoring, remote control, hotspot sharing, voice, digital keys, and air downloads for the whole vehicle; at the same time, based on 4G/5G/V2X technology, it can realize vehicle-road collaborative communication functions and expand intelligent driving applications including automatic parking.
At the same time, T-BOX must also start connecting with the new E/E architecture.
Last year, with the mass production of Continental Group ICAS1 (an in-vehicle application server, also known as central vehicle control unit, service gateway) in the Volkswagen ID series pure electric, it completely broke the "barriers" of traditional in-vehicle and out-vehicle networks and built a new cross-domain E/E architecture for digital services (including vehicle OTA), communications and infotainment.
This set of central service domain controllers integrates the functions of gateways and body controllers. As the central data node in the car, HPC connects to the cloud server through a communication module and coordinates OTA updates and online services. At the same time, connect to the vehicle wireless terminal.
This means that the possibility of continued integration of indoor and outdoor communications in the future is not ruled out.
At the chip solution level, for example, NXP's S32K148 is the main selection platform for traditional T-BOX, and the latest mass-produced S32G helps the automotive industry to implement high-performance, domain-based vehicle architecture. For example, a central gateway needs to accelerate deterministic network communications and other processing task loads and needs to provide embedded security for in-vehicle wireless services.
In addition, the existing T-BOX solution is also entering the performance improvement stage. For example, as the core communication module, the next generation of intelligent communication module has built-in chips and memory with high computing power, and has powerful processing capabilities and rich interfaces. It can not only support T-BOX communication capabilities, but also realize driving recording, 360 surround view and other functions.
At the same time, based on the traditional T-BOX module, integrating V2X, GNSS high-precision positioning and other functions has also become an important trend. This is also one of the directions for the segment to reshuffle.
From the perspective of market size, according to monitoring data from the Gaogong Intelligent Automobile Research Institute, the standard front-mounted vehicle networking function of passenger cars in the Chinese market (excluding import and export) in 2021 is 11.8928 million vehicles (the loading rate is 58.31%), of which 10.4026 million T-BOX is equipped with independent networking (providing information entertainment networking, remote control and OTA), and the rest are in communication module integrated cockpit and other modes.
In addition, currently has the standard on-board terminal (T-BOX) for domestic new energy vehicles, but some models do not have the functions of networking (providing information entertainment networking, remote control and OTA). The actual pre-mounted capacity of this part of T-BOX in 2021 is 851,200 units.
Among them, in the domestic suppliers (including non-networking), Lianyou Technology, Neusoft and Huawei rank among the top three passenger car front-loading capacity in 2021. Lianyou Technology is mainly equipped with brands such as Dongfeng Nissan, Venucia, and Fengshen. Neusoft is mainly equipped with brands such as Geely, Great Wall, Chery, and Hongqi.
As a leading supplier of front-mounted automotive wireless terminals in China, Lianyou Technology has achieved the first mass production of CAT4 automotive-grade T-BOX in the industry, and has exceeded one million units in mass production as fast as possible in China. In 2021, the company's pre-installed T-BOX shipments exceeded 1 million units.
In addition, Lianyou Technology's 5G C-V2X T-BOX products provide high-broadband based on 5G, integrate 5G, C-V2X, and centimeter-level high-precision positioning, supports 5G only and 5G+V2X dual modes, supports C+V2X more than 25 application scenarios, and cooperates with Huawei, Qualcomm, MTK, Zhanrui and other platforms.At present, Lianyou Technology's 5G T-BOX supporting customers include Dongfeng Nissan, Venucia, Lantu, Dongfeng Fengshen, etc.
As 5G brings a new round of growth opportunities to T-BOX, and at the same time, the technical threshold and market threshold have been greatly improved, the "separation battle" in the T-Box market may end, the market competition pattern will tend to be centralized, and leading companies such as Lianyou Technology may further establish competitive advantages.
empowers automotive digitalization. Lianyou Technology continues to invest in automotive intelligent business and is continuing to strengthen the research and development of smart cockpits, FAPA parking, L2/L3 domain controllers, and L4 autonomous driving cloud control platforms, and has achieved targeted and project implementation of related models.
part of the licensed product
In the field of automotive intelligent communication, Neusoft took the lead in product design based on the automotive specifications, developed T-BOX for new energy vehicles and passenger cars, and participated in the compilation of GB/T 32960 standard. For the global market product research and release, Neusoft Intelligent Communication Products (T-BOX) has achieved 5th generation product iteration (2G BOX/traditional 4G BOX/overseas 4G T-BOX/smart antenna/5G (V2X) T-BOX).
Based on the high-speed, high bandwidth and low latency characteristics of 5G, Neusoft was the first to develop and launch 5G V2X BOX that integrates C-V2X, Gigabit Ethernet, high-precision positioning and other functions, filling the gap in the 5G market at home and abroad. At present, Neusoft has cooperated with more than 100 models in the field of smart communications with more than 20 well-known car manufacturers around the world, with an annual production capacity of one million units and has achieved mass production in all six countries in Europe and the Gulf.
In addition, as the first enterprise to pass the A-SPICE CL3 and 5G SRRC certification, Neusoft insists on using software to drive product research and development and integration, integrating independent research and development of V2X protocol stack (VeTalk), and creates the core competitiveness of 5G V2X BOX products. Neusoft 5G V2X BOX supports 16 application scenarios of the V2X national standard to ensure driving safety and improve traffic efficiency.
, ranked third in , Huawei , is one of the few suppliers in China that have the ability to develop and manufacture chips, modules and T-BOX whole machine. For example, in the in-vehicle 5G market, Huawei has Balong 5000 5G chips, 5G in-vehicle module MH5000 and 5G in-vehicle terminal T-BOX platforms. In addition, Huawei is also focusing on the V2X field.
As early as 2013, Huawei announced the launch of the in-vehicle communication module ME909T and established the "Internet of Vehicles Business Department". Previously, the company's T-BOX was equipped with front-loadings in many car companies such as SAIC-GM, Dongfeng, Toyota, BAIC, and GAC. At the same time, some domestic T-BOX manufacturers have also purchased Huawei's communication modules.
, and Neusoft ranks first in terms of T-BOX loading capacity ranking of independent networking (for example, infotainment) functions. At the same time, Seg (mainly JAC, some new energy vehicles do not have networking functions) were replaced by Yuanfeng Technology.
In addition to domestic suppliers, foreign suppliers equipped with T-BOX in the front of the Chinese passenger car market in 2021 mainly include LG, Valeo, Continental Group, Harman, Denso, etc. In addition, the 5G front-mounted vehicles will be equipped with 27,700 vehicles in 2021, and 34,500 new vehicles will be equipped with optional 5G configurations, and the overall market progress is lower than expected.
preview: Gaogong Intelligent Automobile Research Institute will release the "List of Number of Licensed Equipment for Front-loading T-BOX Network" and "List of Market Competitiveness for Front-loading 5G T-BOX Suppliers" in late May.
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