The new four modernizations of automobile have brought about the rapid development of automatic driving. China's automatic driving has moved towards L3 level, and the requirements for the perception layer have been gradually improved. As one of the important components of the perception layer, the development status and Prospect of high-precision map have become a hot issue. This report mainly answers the recent concerns in the field of high-precision map, mainly involving: 1) how does intellectualization promote the development of high-precision map? 2) What is the competitive pattern of China's high-precision map market? 3) What is the future market space of Gaojing map?
How does intelligence promote the development of high-precision maps?
With the rapid development of automotive electronic technology, automotive development is moving towards intelligence. Adas system is the core of the commercialization of automatic driving in China and the basis for the development of higher-level automatic driving functions. January October 2021 The carrying rate of new car l0-l2 ADAS is about 40%, and the carrying rate of L2 is generally on the rise, exceeding 20%. The penetration of L2 is accelerated, and the process of automatic driving is promoted rapidly. The current automatic driving in China is L2-L3 level transition. With the improvement of automatic driving level, the requirements for data accuracy are also improving. Electrification and intellectualization have led to the transformation of automobile value chain With the rising status of software and services, the profit model of high-precision map has also evolved from one-time charging to continuous charging.
What is the competitive pattern of China's high-precision map market?
China's high-precision map market Cr5 80% High concentration; The acquisition vehicle needs to be equipped with big star sensors including lidar, which has high cost. The enterprise needs to have strong financial strength, and the acquisition of information needs to obtain class a surveying and mapping qualification High barriers to entry, so there are few participants; The participants are mainly Internet enterprises, traditional map merchants and technology companies. The Internet giant bat has three pillars. Traditional map merchants rely on their own map data and customer resources, and technology companies seize the position of the second echelon with their technical advantages. In addition, meituan, Shunfeng and other enterprises and some public institutions participate, but only participate in the field of high-precision maps to serve their own business or the R & D of projects and projects.
What is the future market space of Gaojing map?
From 2016 to 2021, the scale of China's high-precision map market increased rapidly. From 2021 to 2026, the market scale of high-precision map increased steadily. With the introduction of map collection standards, the support of government surveying and mapping, the landing of higher-level autonomous vehicles and the improvement of the profit model of continuous charging of high-precision map, the high-precision map market will further expand and the market will grow rapidly. It is estimated that the market scale of high-precision maps will exceed 50 billion by 2026, with a compound annual growth rate of 42.4%.
