OEM Autonomous Driving Research: Successive Launch of L2 Models on Market, Foreign Plan for Mass Production of L4 Models Earlier Than China
I. L2/L2+ models are successively available on the market
Over years of rapid growth, mainstream OEMs have spawned L2 ADAS systems and upgraded related functions, equipping their vehicles with core capabilities e.g., ACC, lane keeping assist (LKA)/lane centering assist (LCA), active steering (under driver’s confirmation) and traffic sign recognition, at all speeds. Deep fusion of these capabilities is of the essence for mass production.
In China, installation rate of L2 ADAS was 10.6% in the first four months of 2020, 5.4 percentage points higher than in 2019. China has achieved initial success in development of ADAS/AD technology. Foreign brands like Volvo and Toyota, and new homegrown brands such as Lynk & Co, WEY, Geometry and EXEED stay ahead in installation.

II. L3 is expecting policy incentives
L3 automated driving is challenged as concerns technology and regulations. OEMs have mixed attitudes towards it:
South Korea has been the first one to release L3 standards: Hyundai is expected to make headway in market;
Europe and the US have yet to loosen their policies: Audi slows its pace of commercializing L3;
China’s policy still remains unclear but OEMs calls for it: GAC and Changan Automobile already gear up for mass production; Geely and Chery will follow up at any time.
The released L3 solutions integrated with LiDAR and HD map, allow for hands-off steering wheel in the scenarios of highways and city fast roads but require good road conditions, e.g., physical road dividing lines and clear lane lines.


III. Foreign plan for mass-production of L4 models is earlier than China
European and American OEMs stay ahead of others in L4 development; Mercedes-Benz and GM have carried out L4 pilot projects; BWM, VW and Audi have unveiled implementation plans in details;
Korean and Japanese OEMs begin to seek external collaborations for faster launch of L4. Examples include Hyundai’s cooperation with Pony.ai and Honda’s partnership with GM Cruise. Toyota originally planned to roll out L4 at the Tokyo 2020 Olympic Games but the COVID-19 pandemic makes the plan uncertain;
Chinese OEMs see L4 as a long-term plan. Only few of them, like Changan Automobile and FAW Hongqi are attempting at L4 tests.

In late June 2020, Volvo and Waymo announced that Waymo becomes “the exclusive global L4 partner for Volvo”. Volvo will leverage Waymo autonomous driving technology to build electric robotaxi and equip its two sub-brands Polestar and Lynk & Co. With the help of Waymo, Volvo is hopeful to be one of the first-movers in L4 camp.
In 2020, autonomous driving bellwethers secure enormous investments and leading automakers seize more of the market. Third or fourth-tier auto manufacturers go bankrupt at a faster pace. The ultrahigh technical barriers of autonomous driving encourage the survival of the fittest among OEMS.
China Automotive Fragrance and Air Purification Systems Research Report, 2023
Automotive fragrance and air purification systems: together to create a comfortable and healthy cockpitTechnology trend: intelligence of fragrance system and integration of air purification system
In...
Global and China Solid State Battery Industry Report, 2023
Solid state battery research: semi-solid state battery has come out, is all-solid state battery still far away?In recent years, the new energy vehicle market has been booming, and the penetration of n...
Global and China Passenger Car T-Box Market Report, 2023
T-Box industry research: the market will be worth RMB10 billion and the integration trend is increasingly clear.
ResearchInChina released "Global and China Passenger Car T-Box Market Report, 2023", w...
Analysis Report on Auto Shanghai 2023
Analysis on 75 Trends at Auto Shanghai 2023: Unprecedented Prosperity of Intelligent Cockpits and Intelligent Driving Ecology
After analyzing the intelligent innovation trends at the Auto Shanghai 20...
Chinese Emerging Carmakers’ Telematics System and Entertainment Ecosystem Research Report, 2022-2023
Telematics service research (III): emerging carmakers work on UI design, interaction, and entertainment ecosystem to improve user cockpit experience.
ResearchInChina released Chinese Emerging Carmake...
China Passenger Car Cockpit-Parking Industry Report, 2023
Cockpit-parking integration research: cockpit-parking vs. driving-parking, which one is the optimal solution for cockpit-driving integration?Cockpit-parking vs. driving-parking, which one is the optim...
Automotive Sensor Chip Industry Report, 2023
Sensor chip industry research: driven by the "more weight on perception" route, sensor chips are entering a new stage of rapid iterative evolution.
At the Auto Shanghai 2023, "more weight on percepti...
Automotive Electronics OEM/ODM/EMS Industry Report, 2023
Automotive electronics OEM/ODM/EMS research: amid the disruption in the division of labor mode in the supply chain, which auto parts will be covered by OEM/ODM/EMS mode? Consumer electronic manu...
China Automotive Smart Glass Research Report, 2023
Smart glass research: the automotive smart dimming canopy market valued at RMB127 million in 2022 has a promising future.Smart dimming glass is a new type of special optoelectronic glass formed by com...
Automotive Ultrasonic Radar and OEM Parking Roadmap Development Research Report, 2023
Automotive Ultrasonic Radar Research: as a single vehicle is expected to carry 7 units in 2025, ultrasonic radars will evolve to the second generation.
As a single vehicle is expec...
Autonomous Driving SoC Research Report, 2023
Research on autonomous driving SoC: driving-parking integration boosts the industry, and computing in memory (CIM) and chiplet bring technological disruption.
“Autonomous Driving SoC Research ...
China ADAS Redundant System Strategy Research Report, 2023
Redundant System Research: The Last Line of Safety for Intelligent VehiclesRedundant design refers to a technology adding more than one set of functional channels, components or parts that enable the ...
Intelligent Steering Key Components Report, 2023
Research on intelligent steering key components: four development trends of intelligent steering
The automotive chassis consists of four major systems: transmission system, steering system, driving ...
Automotive Digital Instrument Cluster Operating System Report, 2023
Digital Instrument Cluster Operating System Report: QNX commanded 71% of the Chinese intelligent vehicle cluster operating system market.
Amid the trend for the integration of digital cluster and cen...
800V High Voltage Platform Research Report, 2023
How to realize the commercialization of 800V will play a crucial part in the strategy of OEMs.
As new energy vehicles and battery technology boom, charging and battery swapping in the new energy vehi...
Automotive Intelligent Cockpit Platform Research Report, 2023
Intelligent cockpit platform research: the boundaries between vehicles and PCs are blurring, and there are several feasible paths for cockpit platforms.
Automotive Intelligent Cockpit Platform Resea...
Global and China Automotive Wireless Communication Module Industry Report,2023
Vehicle communication module research: 5G R16+C-V2X module, smart SiP module and other new products spring up.
In 2022, 4G modules swept 84.3% of the vehicle communication module market....
Intelligent Vehicle Cockpit-Driving Integration Research Report, 2023
Cockpit-Driving Integration Research: many companies are making layout and may implement it during 2024-2025.
1. What is the real cockpit-driving integration?
At present, automotive electroni...