New car exhibition: Sony cross-border release of concept electric SUV, intelligent entertainment upgrade.
Sony, traditional car factories and new power car enterprises compete for the new energy vehicle track. Sony released the new concept electric SUV of vision-s02, which is equipped with up to 40 sensors to realize intelligence; Chrysler’s new airflow concept car is equipped with a full set of stellantis solutions, and the company aims to transform into an electric vehicle factory in 2028; Mercedes Benz and BMW lead a new visual experience inside and outside the car; Togg, a new force in car making, brings mass production of new energy models.
Intelligent driving: the computing platform is competitive, and the lidar is about to be loaded.
Chip giants are striving for automatic driving, and will be the centralized landing mass production node for major schemes in 24-25 years. NVIDIA launched the eighth generation drivehyperion platform with 2 Orin chips, which will be delivered in 24 years; Qualcomm launched snapdragonride visual solution, added Volvo contracted customers, and will be mass produced in 2024; Mobileye launched three new products at the same time, and ultra supports l4adas (5nm, vehicle specification level mass production in 2025). New products of lidar occur frequently, and domestic supply chain cooperation helps mass production. Sagitar M1 has obtained a number of front installation points such as Byd Company Limited(002594) , GAC AIAN, Weima automobile and jikrypton, and has reached OEM cooperation with Luxshare Precision Industry Co.Ltd(002475) ; Tudaton launched the product portfolio of ultra long-range Falcon + medium and short-range Robin, and outsourced OEM to establish a production line with an annual output of 100000 units. Q1 will be mass produced and delivered soon; Hesai at128 has won a total of one million fixed points and will be mass produced and delivered within 22 years.
Intelligent cockpit: the trend of ar-hud boarding is obvious, with large screen and multi screen penetration.
Ar-hud and large screen have become the general trend of cockpit development, and joint development has accelerated cockpit landing. Panasonic and Qualcomm both chose to cooperate with phiar in the field of ar-hud, and Samsung ar-hud made its debut; BMW and LG launched giant screen cinema to enhance the cockpit immersion experience; Stellantis, Amazon and Huizhou Desay Sv Automotive Co.Ltd(002920) jointly built the fourth generation intelligent cockpit with Qualcomm, which accelerated the landing of the digital cockpit. New technologies and new platforms drive the acceleration of cabin intelligence.
Intelligent electric: Tier1 deep ploughing improves thermal efficiency and “breaks” endurance anxiety.
The improvement of thermal efficiency and the extension of mileage have become the main theme. Magna’s new etelligentreach and force power systems improve endurance under the background of maintaining power; Valeo battery thermal control technology improves endurance mileage and service life, and flexheater intelligent heater reduces cabin energy consumption.
Investment suggestion: the industrial progress of CES new product launch is accelerated, and the mass production of lidar is imminent. It is recommended to cover the subject Will Semiconductor Co.Ltd.Shanghai(603501) , Lianchuang Electronic Technology Co.Ltd(002036) , and Ju Guang Technology. It is recommended to pay attention to shun optics, Ningbo Yong Xin Optics Co.Ltd(603297) , Zhejiang Lante Optics Co.Ltd(688127) , Zhejiang Crystal-Optech Co.Ltd(002273) , Wuhu Token Sciences Co.Ltd(300088) , Olympic Circuit Technology Co.Ltd(603920) , Electric Connector Technology Co.Ltd(300679) .
Risk tip: the recovery of the automobile industry is less than expected, the penetration of innovative products is less than expected, and the epidemic situation is repeated.
