EDR is mandatory for new vehicles from 2022!
In early April last year, the equipment industry development center of the Ministry of industry and information technology issued the notice on matters related to the implementation of gb7258-2017 amendment No. 2, which supplemented the technical conditions for safe operation of motor vehicles. The notice made it clear that from January 1, 2022, All newly produced passenger cars in China are required to be equipped with EDR or DVR (on-board video driving recording system).
In the future, Tesla‘s “brake door” and other luoshengmen events involving intelligent driving are expected to be “finalized” through the data of the black box
“technical conditions for safe operation of motor vehicles” National Standard No. 2 amendment
what is EDR and why install EDR
In this regard, many car owners have questions: what device is EDR? Why install EDR?
EDR (event data record) is mainly used to record the key data of vehicle operation in the three stages before, during and after vehicle collision, such as vehicle speed, vehicle collision acceleration, steering angle of steering wheel, engine operation state, airbag state, driving assistance system, driver’s reaction action in case of event and other important information.
In brief, EDR is the “black box” of automobile, and the recorded information can reproduce the accident process for automobile accident analysis.
Cao Guangping, independent researcher of new energy vehicles, introduced:
When the driver steps on the brake pedal in an accident, EDR will save the braking signal from Ma to Ma, including deceleration and final stop. The whole process will be recorded.
In addition to recording the driver’s handling data, EDR will also record the vehicle status. Lu Wenliang, a distinguished researcher in the automotive industry of the industrial science and technology innovation center of the strategic advisory Institute of the Chinese Academy of Sciences, introduced:
For example, the vehicle speed, longitudinal and transverse acceleration, steering wheel angle, brake throttle state, etc., especially when the vehicle with auxiliary driving function has an accident, EDR can distinguish whether it is the vehicle system fault or human operation error, which helps us to determine the responsibility of the accident.
At present, 99% of new cars listed in the United States are equipped with EDR, and the proportion of new cars in China is about 10%. BMW, Mercedes Benz and other luxury cars, as well as Weilai, Byd Company Limited(002594) and other new energy vehicles are mostly equipped with EDR, with an average cost of about 1000 yuan. Cui Dongshu, Secretary General of the China Federation of passenger cars, said that the large-scale allocation of EDR to new cars would not lead to a rise in vehicle prices.
Cui Dongshu:
The cost is relatively low, that is, the concept of 300 to 500 yuan. Manufacturers can overcome this impact and will not increase consumers’ car purchase cost.
In fact, at present, in addition to China, many countries have also written EDR into the bill or industry standard. As early as 2014, the United States made it clear that all new cars need to be equipped with EDR compulsorily. South Korea has installed EDR compulsorily since December 2015. Europe requires that new cars be installed compulsorily from March 2022, and plans to equip stock cars in 2024.
Research Report:
this year, the EDR incremental market exceeded 5 billion
The research report shows that the sales volume of passenger cars in China is expected to reach 23 million in 2022. According to the calculation that the incremental EDR equipment is about 80%, the incremental EDR market in China will reach 5.5 billion ~ 7.4 billion yuan this year. At the same time, the potential market for subsequent stock passenger cars equipped with EDR is also very considerable.
Founder Securities Co.Ltd(601901) Duan Yingsheng, an analyst in the auto parts industry, said that with the implementation of the EDR national standard, the driving data recorded by EDR needs to increase. Relevant companies are required to increase the product loop configuration, further refine the accuracy of relevant information recording, and provide more accurate passive safety solutions. Therefore, there is a lot of room for improvement in the follow-up EDR single vehicle ASP.
According to the previous report of China Securities Journal, relevant insiders revealed that at present, there are not many Chinese manufacturers that independently supply passenger car EDR hardware products. Most manufacturers have layout in the field of commercial vehicle EDR. However, due to the front loading mode of passenger car EDR, they have high requirements for vehicle specification safety and reliability, It takes a long verification cycle for independent EDR manufacturers to enter the vehicle factory.
At present, the main participants of EDR industrial chain include vehicle specification MCU chip company, automobile airbag company and relevant companies of Internet of vehicles.
Huaxi Securities Co.Ltd(002926) the communication team said that EDR, as the standard configuration of new cars in the future, will drive the demand for storage, standby power supply, sensors and MCU to increase. In particular, vehicle specification level storage and standby power supply belong to new markets, and investors can pay attention to potential investment opportunities.
