High growth of ADAS market from 2020
According to the latest market research data of Roland Berger, it is estimated that by 2030, the scale of China's intelligent driving market will reach 490 billion yuan. It is reasonable to believe that ADAS may be an important support for a large market. The main reason is that ADAS has mature conditions both in technology and commercialization. In contrast, autopilot is not perfect in technology and regulations, and it is still far away to realize large-scale commercialization.
"This year, the capacity of L2 class ADAS in China is expected to exceed 800000, with Chinese brands taking the majority of the share." He Jigang, general manager of Chang'an Automobile Intelligent Research Institute, said that at present, L1 level ADAS is the main production force, and L2 level ADAS production peak will appear in the next 2-3 years.
The demand for ADAS from the main engine manufacturer is quite clear, and the supplier has also made accurate market prediction based on this. 2018 is the first year of China's ADAS large-scale modulus production, and the market will show rapid growth in the next few years. Huang Luoyi, senior product manager of Bosch chassis control system in China, believes that "ADAS application trend will develop faster and faster, even faster than expected." In addition, Xing Xun, director of electronic and driving aid system engineering in ZF Asia Pacific, said that in 2020-2021, the ADAS market may usher in a blowout period, and the overall scale will increase significantly.
Combined with the statement of the main engine manufacturers and suppliers, it is certain that the ADAS market will usher in high growth, but the ADAS configuration of specific models can be divided into high and low. Without considering the configuration level of ADAS, Shi Zhengtang predicts that 80% of new cars will be equipped with ADAS in 2025.