智能汽車行業(yè)汽車零部件全景數(shù)據(jù)庫月報：L2L2+智能駕駛加速滲透

2024年01月26日智能汽車L2/L2+智能駕駛加速滲透——汽車零部件全景數(shù)據(jù)庫月報2023M12行業(yè)評級：強(qiáng)于大市（維持評級）上次評級：強(qiáng)于大市1透率均接近95%，其中10個及以上個攝像頭/超聲波雷達(dá)滲透率達(dá)12.47%/25.37%，同比分別+3.85/+8.17，毫米波雷達(dá)/激光雷達(dá)/高精地圖滲透率分別為35.75%/3.44%/12.17%，同比分別+1.74/+1.02/+3.38pct。2）決策層：英偉達(dá)、地平線智駕芯片滲透率分別為5.43%和5.52%，市場占比分別為24.58%和下保持小幅增長。3）座艙芯片：高通8155市場份額占比超過50%，滲透率達(dá)到20.34%，高通8295芯片開始登陸座艙。4）熱泵管理系統(tǒng)：滲透率達(dá)到車燈：自適應(yīng)遠(yuǎn)近光燈/大燈隨動轉(zhuǎn)向/多色車內(nèi)氛圍燈滲透率上升趨2023年12月新能源乘用車中，自適應(yīng)遠(yuǎn)近光燈/大燈隨動轉(zhuǎn)向/128色及以上車內(nèi)氛圍燈滲透率分別為39.58%/3.02%/15.09%，分別同比+3.79/+0.36/+5.57請務(wù)必閱讀正文之后的信息披露和免責(zé)申明請務(wù)必閱讀正文之后的信息披露和免責(zé)申明63.54%66.12%69.93%67.69%65.54%66.10%64.09%66.79%65.49%62.85%64.65%62.34%28.02%27.30%22.60%23.6720230120230220230320235萬元及以下5-10萬元10-20萬元20-347.93%47.87%47.92%446.11%47.99%5.34%4.93%5.47%6.00%52023012023022023032023注：除比亞迪外其余車企銷量參考右軸300250200500--特斯拉--廣汽埃安--理想--長城--長安--蔚來--零跑--小鵬--極氪奇瑞新能源賽力斯--比亞迪（左）20221120221220230120230220230320230420230520230620230720230820230920231020231120231290807060504030200車型車型廠商ModelY特斯拉海鷗比亞迪元PLUS比亞迪宋PLUSDM-i比亞迪秦PLUSDM-i比亞迪20221152.420.0020.2056.6412.630.000.0026.033.5331.9811.560.0010.0715.325.299.097.002.9212.875.1820221229.390.0020.8641.5612.5820.320.0026.053.9634.5214.310.0012.5413.8310.1910.588.392.7810.578.8420230114.180.0014.3428.405.0914.120.0017.581.7416.424.790.0012.665.096.108.007.181.616.501.7320230225.530.0020.2829.9319.0014.440.0022.681.2230.2713.000.008.4016.838.197.307.221.068.432.2520230354.940.0027.9124.0431.3110.033.3127.691.3323.1613.277.7021.7326.396.225.836.053.098.918.1420230426.760.0028.9320.6531.738.4315.0129.960.8318.0921.0710.4913.2019.576.896.083.943.528.222.7120230531.058.4326.0721.0532.0713.5014.1629.080.6320.3519.3111.1211.4525.237.606.851.032.5610.822.5920230651.4716.5623.5522.3926.4121.1012.1826.410.4313.7620.5813.1122.7422.499.628.454.651.8211.789.3020230723.6324.9923.5921.6525.6718.8014.3821.800.7715.5017.8613.397.7922.4411.329.438.347.3811.461.8220230851.1234.8424.2723.1028.1519.0013.8922.100.9915.8426.7112.7513.5822.6511.2310.939.757.9911.655.8520230941.4335.0128.7326.8627.9920.8019.6124.285.2516.1526.9712.982.0821.5511.1911.889.919.6511.915.3220231026.3537.8430.6223.8525.9721.3523.7424.7412.1920.3427.1315.532.2711.7312.1412.7610.9511.8111.933.9120231149.8840.5930.7523.8526.0520.3224.0226.5817.0422.9922.3616.6015.6311.7312.4811.9611.0512.0412.005.7420231260.0641.0130.8030.5327.9627.8127.4626.8125.5525.0222.6820.4315.7515.2215.0114.9113.8513.2013.1912.81排名變動排名變動000304-1-42-2-2116034-1-125五菱繽果海豚問界M7五菱汽車比亞迪AITO五菱MINIEV五菱汽車AIONY埃安理想L7理想汽車Model3特斯拉埃安理想L8理想汽車?yán)硐隠9理想汽車宋PLUSEV比亞迪大眾ID.3大眾秦PLUSEV比亞迪北京EU5北京汽車環(huán)增幅2.52.00.5V激低滲透率低滲透率中滲透率中滲透率較高滲透率較高滲透率高滲透率 超聲波雷達(dá)≥10 電尾門 大尺寸液晶儀表 L2及以上智能駕駛5G5G 氛圍燈 熱泵 大尺寸中控屏語音控制電吸門電吸門 攝像頭≥10 副駕屏 無框車門 HUD 無框車門 HUD2X后排娛樂屏高精地圖光雷達(dá)空氣懸架0.00.0%10%20%30%40%50%60%70%80%90%100%滲透率4G1請務(wù)必閱讀正文之后的信息披露和免責(zé)申明合資品牌/新勢力品牌/自主品牌滲透率分別為8況良好，環(huán)比上月有較大幅度提升；純電動/插電式混合動力/增程式車型滲透率分別為36.69%/33.04%/100.00%。 .40-50萬元.50萬元以上2023012023022023032023 l標(biāo)配L2及以上.海外品牌.自主品牌.新勢力品牌.合資品牌 l標(biāo)配L2及以上.純電動.插電式混合動力.增程式37.60%33.63%39.00%35.14%35.44%39.03%36.83%37.33%34.68%35.78%39.20%2023012023022023032023感知硬件中，攝像頭、超聲波雷達(dá)滲透率均有感知硬件中，攝像頭、超聲波雷達(dá)滲透率均有95 .攝像頭.超聲波雷達(dá).毫米波雷達(dá).激光雷達(dá)32.68%28.27%27.53%29.88%30.56%30.53%34.62%30.98%31.80%34.85%34.01%35.75%20230120230220230320232023012023022023032023202301202302202303202320230120230220230320232023012023022023032023202301202302202303202 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌56.98%56.98%55.32%53.99%51.64%54.00%50.03%49.99%48.38%46.05%47.49.16%8.90%9.16%8.90%8.21%9.00%2023012023022023032023 ▲整體 202301202302202303202380.57%83.12%86.23%85.92%88.97%91.55%84.32%.?.67.14%63.31%9.16%8.90%8.21%9.00%9.16%8.90%8.21%9.00%2023012023022023032023波雷達(dá)滲透率因為仰望U8的加入而大幅增長；從動力類型看，增程式車型10個以上超聲波雷達(dá)滲透率更高，幾乎接近100%。18.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%2023012023022023032023 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌18.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%2023012023022023032023 ▲整體 18.44%18.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%202301202302202303202318.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%20230120230220230320237.60%6.46%5.59%5.77%5.67%6.50%8.95%8.41%7.18%7.57%7.06%7.202301202302202303202 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌2023012023022023032023 ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202320230120230220230320232023012023022023032023 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌 ▲整體 ....20230120230220230320232023012023022023032023202301202302202303202 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌52.07%51.87%49.93%48.98%47.48%51.71%59.19%56.98%55.20%53.94%51.56%53.93%60%2023012023022023032023 ▲整體 202301202302202303202382.31%84.92%82.31%84.92%91.01%86.23%85.92%88.97%●20230120230220230320230○ .Mobileye滲透率.英偉達(dá)滲透率.地平線滲透率0○2023012023022023032023042023052023062023072023082023020232023年12月，主流智能駕駛輔助功能中，車道保持輔助/自適應(yīng)巡航/車道居中輔助/并線輔助/自動變道輔助/自動泊車入位/記憶分別為43.40%/43.17%/41.29%/車道保特輔助——自適應(yīng)巡航——車道居中輔助2023012023022023032023042請務(wù)必閱讀正文之后的信息披露和免責(zé)申明2023年12月大尺寸(≥10英寸）液晶儀表滲透率為40.51%，同比-2.82pct，環(huán)比+2.23pct，2023年滲透率為38.94%。品牌上，合資品牌和新2023012023022023032023 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌83.91%85.73%91.63%97.30%91.69%91.49%90.27%97.28%93.29%89.66%64.73%66.63%63.51%62.91%60.87%59.26%52023012023022023032023圖：大尺寸(≥10英寸)液晶儀表滲透率-分價格段圖： ▲整體 ▲整體 .30-40萬元.40-50萬元2023012023022023032023 2023012023022023032023202301202302202303202 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌42.88%42.88%51.09%49.33%47.55%44.33%41.232.38%33.81%33.26%33.84%36.40%….2023012023022023032023 ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202380.57%83.12%86.23%85.92%88.97%91.55%84.32%.?.67.14%63.31%202301202302202303202320232023年12月，大尺寸(≥10英寸）中控屏滲透率為89.34%，同比+8.02pct，環(huán)比+0.72pct，2023年整體滲透率為87.45%。品84.63%87.22%86.10%86.55%89.50%88.64%89.97%88.69%88.23%88.17%89.34%100%202301202302202303202 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌2023012023022023032023圖：大尺寸(≥10英寸)中控屏滲透率-分價格段圖：大尺寸(≥10英寸)中控屏滲透率-分動力類型 ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202320230120230220230320232023年12月，大尺寸(≥10英寸）副駕屏滲透率為9.66%，同比+4.27pct，環(huán)比+0.73pct，2023年整8.09%8.71%9.02%9.44%8.89%8.8202301202302202303202 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌46.82%46.88%43.43%41.19%41.27%41.81%40.38%42.80%2023012023022023032023圖：大尺寸(≥10英寸)副駕屏滲透率-分價格段圖：大尺寸(≥10英寸)副駕屏滲透率-分動力類型 ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202382.31%84.92%91.01%82.31%84.92%91.01%86.23%85.92%88.97%8.09%8.71%8.09%8.71%9.02%9.44%8.89%8.8320230120230220230320236.27%3.84%5.61%4.15%6.27%3.84%5.61%4.15%3.66%5.20230120230220230320232023年12月，大尺寸(≥10英寸）后排娛樂屏滲透率為4.12%，同比+0.41pct，環(huán)比+0.33pct，2023年整體滲透率4.11%。品牌上，后排娛樂 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌2023012023022023032023圖：后排液晶屏滲透率-分價格段圖：后排液晶屏滲透率-分動力類型 ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202323.78%21.55%23.10%23.......20%2023012023022023032023 l整體 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌20230120230220230320232023012023022023032023圖：語音控制滲透率-分價格段圖：語音控制滲透率-分動力類型 ▲整體 ▲整體 .30-40萬元.40-50萬元2023012023022023032023202301202302202303202333.05%32.48%33.05%32.48%37.10%32.10%31.57%34.31%29.87%31.68%28.69%26.78%30.17%30.38%40%202301202302202303202 .63.28%.63.28%2023012023022023032023圖：熱泵管理系統(tǒng)滲透率-分價格段 ▲整體 .5萬元及以下.5-10萬元 .30-40萬元.40-50萬元 202301202302202303202349.92%47.71%50.91%45.25%45.67%49.34%43.80%44.65%41.20%20230120230220230320233請務(wù)必閱讀正文之后的信息披露和免責(zé)申明202301202302202303202312月有大幅下降。增程式車型搭載率最高，.● l整體.海外品牌.自主品牌.新勢力品牌.合資品牌.●2023012023022023032023 . .5萬元及以下. . .30-40萬元.40-50萬元20230120230220230320232023012023022023032023 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌20230120230220230320232023012023022023032023圖：無框車門滲透率-分價格段圖：無框車門滲透率-分動力類型 ▲整體 ▲整體 .30-40萬元.40-50萬元54.28%55.68%67.04%52.87%49.65%59.28%50.11%620230120230220230320232023012023022023032023. l整體.海外品牌.自主品牌.新勢力品牌.合資品牌20230120230220230320238.02%7.98%7.21%8.09%7.83%8.44%10.67%202301202302202303202圖：電吸門滲透率-分價格段圖： ▲整體 ▲整體 55.59%50.17%52.70%53.01%56.03% .30-40萬元.40-50萬元75.90%75.08%77.10%78.64%71.202301202302202303202380.57%83.12%86.23%85.92%88.97%91.55%84.32%.?.67.14%63.31%8.02%7.98%7.21%8.09%7.83%8.44%10.67%2023012023022023032023 l整體.海外品牌 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌30.18%26.00%23.43%24.39%24.74%24.21%23.49%21.65%21.05%21.76%22.21%24.23%202301202302202303202345.88%40.66%45.88%40.66%43.76%39.03%39.24%41.71%37.88%38.12%35.65%35.65%39.03%41.54%2023012023022023032023圖：電尾門滲透率-分價格段圖： ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202320230120230220230320234請務(wù)必閱讀正文之后的信息披露和免責(zé)申明 l整體.海外品牌. l整體.海外品牌.自主品牌.新勢力品牌.合資品牌72.74%64.55%67.60%60.12%61.68%63.62%67.25%63.82%65.87%68.78%69.99%80%....60%202301202302202303202圖：自適應(yīng)遠(yuǎn)近光燈滲透率36.77%32.66%37.72%36.77%32.66%37.72%33.66%33.60%37.31%34.05%35.17%32.51%33.65%37.39%39.58%2023012023022023032023圖：自適應(yīng)遠(yuǎn)近光燈滲透率-分價格段圖：自適應(yīng)遠(yuǎn)近光燈滲透率-分動力類型 ▲整體 ▲整體 .30-40萬元.40-50萬元202301202302202303202336.77%32.66%37.72%33.66%33.60%37.31%34.05%35.17%32.51%33.65%37.39%39.52023012023022023032023 l整體.海外品牌 l整體.海外品牌.自主品牌.新勢力品牌.合資品牌20230120230220230320230.02%0.06%0.04%0.032023012023022023032023圖：大燈隨動轉(zhuǎn)向滲透率-分價格段 ▲整體 ▲整體 .30-40萬元.40-50萬元20230120230220230320230.00%0.00%0.00%0.002023012023022023032023● l128色+256色.● l128色+256色.海外品牌.自主品牌.新勢力品牌.合資品牌47.91%47.87%45.37%41.13%42.05%46.43%51.85%48.31%47.58%49.85%51.77%202301202302202303202341.05%3907%41.05%3907%40.71%3756%40.03%3876%3956%..2023012023022023032023圖：車內(nèi)氛圍燈滲透率-分價格段圖：車內(nèi)氛圍燈滲透率-分動力類型 .20-30萬元.30-40萬元.40-50萬元.50萬元以上202301202302202303202386.01%86.06%88.34%87.11%20230120230220230320235請務(wù)必閱讀正文之后的信息披露和免責(zé)申明.?.67.39%63.31% l.?.67.39%63.31% l5G.純電動.插電式混合動力.增程式80.57%83.12%86.23%85.92%88.97%91.55%84.32%20.06%19.10%16.96%19.18%19.34%2023012023022023032023車型12月滲透率分別為30.08%/81.53%/76.16%/54.04%。6118%6138%64.96%62.73%62.28%66.08%62.70%67.02%65.31%64.99%66.26%65.10%80%20.06%19.10%16.96%19.18%19.34%12023012023022023032023 l5G.海外品牌.自主品牌.新勢力品牌.合資品牌43.66%44.57%42.59%39.49%40.52%44.79%50.25%46.67%432023012023022023032023 .5萬元及以下.5-10萬元 .30-40萬元.40-50萬元 20230120230220230320232023012023022023032