智能汽车行业汽车零部件全景数据库月报：L2L2+智能驾驶加速渗透

2024年01月26日智能汽车L2/L2+智能驾驶加速渗透——汽车零部件全景数据库月报2023M12行业评级：强于大市（维持评级）上次评级：强于大市1透率均接近95%，其中10个及以上个摄像头/超声波雷达渗透率达12.47%/25.37%，同比分别+3.85/+8.17，毫米波雷达/激光雷达/高精地图渗透率分别为35.75%/3.44%/12.17%，同比分别+1.74/+1.02/+3.38pct。2）决策层：英伟达、地平线智驾芯片渗透率分别为5.43%和5.52%，市场占比分别为24.58%和下保持小幅增长。3）座舱芯片：高通8155市场份额占比超过50%，渗透率达到20.34%，高通8295芯片开始登陆座舱。4）热泵管理系统：渗透率达到车灯：自适应远近光灯/大灯随动转向/多色车内氛围灯渗透率上升趋2023年12月新能源乘用车中，自适应远近光灯/大灯随动转向/128色及以上车内氛围灯渗透率分别为39.58%/3.02%/15.09%，分别同比+3.79/+0.36/+5.57请务必阅读正文之后的信息披露和免责申明请务必阅读正文之后的信息披露和免责申明63.54%66.12%69.93%67.69%65.54%66.10%64.09%66.79%65.49%62.85%64.65%62.34%28.02%27.30%22.60%23.6720230120230220230320235万元及以下5-10万元10-20万元20-347.93%47.87%47.92%446.11%47.99%5.34%4.93%5.47%6.00%52023012023022023032023注：除比亚迪外其余车企销量参考右轴300250200500--特斯拉--广汽埃安--理想--长城--长安--蔚来--零跑--小鹏--极氪奇瑞新能源赛力斯--比亚迪（左）20221120221220230120230220230320230420230520230620230720230820230920231020231120231290807060504030200车型车型厂商ModelY特斯拉海鸥比亚迪元PLUS比亚迪宋PLUSDM-i比亚迪秦PLUSDM-i比亚迪20221152.420.0020.2056.6412.630.000.0026.033.5331.9811.560.0010.0715.325.299.097.002.9212.875.1820221229.390.0020.8641.5612.5820.320.0026.053.9634.5214.310.0012.5413.8310.1910.588.392.7810.578.8420230114.180.0014.3428.405.0914.120.0017.581.7416.424.790.0012.665.096.108.007.181.616.501.7320230225.530.0020.2829.9319.0014.440.0022.681.2230.2713.000.008.4016.838.197.307.221.068.432.2520230354.940.0027.9124.0431.3110.033.3127.691.3323.1613.277.7021.7326.396.225.836.053.098.918.1420230426.760.0028.9320.6531.738.4315.0129.960.8318.0921.0710.4913.2019.576.896.083.943.528.222.7120230531.058.4326.0721.0532.0713.5014.1629.080.6320.3519.3111.1211.4525.237.606.851.032.5610.822.5920230651.4716.5623.5522.3926.4121.1012.1826.410.4313.7620.5813.1122.7422.499.628.454.651.8211.789.3020230723.6324.9923.5921.6525.6718.8014.3821.800.7715.5017.8613.397.7922.4411.329.438.347.3811.461.8220230851.1234.8424.2723.1028.1519.0013.8922.100.9915.8426.7112.7513.5822.6511.2310.939.757.9911.655.8520230941.4335.0128.7326.8627.9920.8019.6124.285.2516.1526.9712.982.0821.5511.1911.889.919.6511.915.3220231026.3537.8430.6223.8525.9721.3523.7424.7412.1920.3427.1315.532.2711.7312.1412.7610.9511.8111.933.9120231149.8840.5930.7523.8526.0520.3224.0226.5817.0422.9922.3616.6015.6311.7312.4811.9611.0512.0412.005.7420231260.0641.0130.8030.5327.9627.8127.4626.8125.5525.0222.6820.4315.7515.2215.0114.9113.8513.2013.1912.81排名变动排名变动000304-1-42-2-2116034-1-125五菱缤果海豚问界M7五菱汽车比亚迪AITO五菱MINIEV五菱汽车AIONY埃安理想L7理想汽车Model3特斯拉埃安理想L8理想汽车理想L9理想汽车宋PLUSEV比亚迪大众ID.3大众秦PLUSEV比亚迪北京EU5北京汽车环增幅2.52.00.5V激低渗透率低渗透率中渗透率中渗透率较高渗透率较高渗透率高渗透率 超声波雷达≥10 电尾门 大尺寸液晶仪表 L2及以上智能驾驶5G5G 氛围灯 热泵 大尺寸中控屏语音控制电吸门电吸门 摄像头≥10 副驾屏 无框车门 HUD 无框车门 HUD2X后排娱乐屏高精地图光雷达空气悬架0.00.0%10%20%30%40%50%60%70%80%90%100%渗透率4G1请务必阅读正文之后的信息披露和免责申明合资品牌/新势力品牌/自主品牌渗透率分别为8况良好，环比上月有较大幅度提升；纯电动/插电式混合动力/增程式车型渗透率分别为36.69%/33.04%/100.00%。 .40-50万元.50万元以上2023012023022023032023 l标配L2及以上.海外品牌.自主品牌.新势力品牌.合资品牌 l标配L2及以上.纯电动.插电式混合动力.增程式37.60%33.63%39.00%35.14%35.44%39.03%36.83%37.33%34.68%35.78%39.20%2023012023022023032023感知硬件中，摄像头、超声波雷达渗透率均有感知硬件中，摄像头、超声波雷达渗透率均有95 .摄像头.超声波雷达.毫米波雷达.激光雷达32.68%28.27%27.53%29.88%30.56%30.53%34.62%30.98%31.80%34.85%34.01%35.75%20230120230220230320232023012023022023032023202301202302202303202320230120230220230320232023012023022023032023202301202302202303202 l整体.海外品牌.自主品牌.新势力品牌.合资品牌56.98%56.98%55.32%53.99%51.64%54.00%50.03%49.99%48.38%46.05%47.49.16%8.90%9.16%8.90%8.21%9.00%2023012023022023032023 ▲整体 202301202302202303202380.57%83.12%86.23%85.92%88.97%91.55%84.32%.•.67.14%63.31%9.16%8.90%8.21%9.00%9.16%8.90%8.21%9.00%2023012023022023032023波雷达渗透率因为仰望U8的加入而大幅增长；从动力类型看，增程式车型10个以上超声波雷达渗透率更高，几乎接近100%。18.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%2023012023022023032023 l整体.海外品牌.自主品牌.新势力品牌.合资品牌18.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%2023012023022023032023 ▲整体 18.44%18.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%202301202302202303202318.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%20230120230220230320237.60%6.46%5.59%5.77%5.67%6.50%8.95%8.41%7.18%7.57%7.06%7.202301202302202303202 l整体.海外品牌.自主品牌.新势力品牌.合资品牌2023012023022023032023 ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202320230120230220230320232023012023022023032023 l整体.海外品牌.自主品牌.新势力品牌.合资品牌 ▲整体 ....20230120230220230320232023012023022023032023202301202302202303202 l整体.海外品牌.自主品牌.新势力品牌.合资品牌52.07%51.87%49.93%48.98%47.48%51.71%59.19%56.98%55.20%53.94%51.56%53.93%60%2023012023022023032023 ▲整体 202301202302202303202382.31%84.92%82.31%84.92%91.01%86.23%85.92%88.97%●20230120230220230320230○ .Mobileye渗透率.英伟达渗透率.地平线渗透率0○2023012023022023032023042023052023062023072023082023020232023年12月，主流智能驾驶辅助功能中，车道保持辅助/自适应巡航/车道居中辅助/并线辅助/自动变道辅助/自动泊车入位/记忆分别为43.40%/43.17%/41.29%/车道保特辅助——自适应巡航——车道居中辅助2023012023022023032023042请务必阅读正文之后的信息披露和免责申明2023年12月大尺寸(≥10英寸）液晶仪表渗透率为40.51%，同比-2.82pct，环比+2.23pct，2023年渗透率为38.94%。品牌上，合资品牌和新2023012023022023032023 l整体.海外品牌.自主品牌.新势力品牌.合资品牌83.91%85.73%91.63%97.30%91.69%91.49%90.27%97.28%93.29%89.66%64.73%66.63%63.51%62.91%60.87%59.26%52023012023022023032023图：大尺寸(≥10英寸)液晶仪表渗透率-分价格段图： ▲整体 ▲整体 .30-40万元.40-50万元2023012023022023032023 2023012023022023032023202301202302202303202 l整体.海外品牌.自主品牌.新势力品牌.合资品牌42.88%42.88%51.09%49.33%47.55%44.33%41.232.38%33.81%33.26%33.84%36.40%….2023012023022023032023 ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202380.57%83.12%86.23%85.92%88.97%91.55%84.32%.•.67.14%63.31%202301202302202303202320232023年12月，大尺寸(≥10英寸）中控屏渗透率为89.34%，同比+8.02pct，环比+0.72pct，2023年整体渗透率为87.45%。品84.63%87.22%86.10%86.55%89.50%88.64%89.97%88.69%88.23%88.17%89.34%100%202301202302202303202 l整体.海外品牌.自主品牌.新势力品牌.合资品牌2023012023022023032023图：大尺寸(≥10英寸)中控屏渗透率-分价格段图：大尺寸(≥10英寸)中控屏渗透率-分动力类型 ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202320230120230220230320232023年12月，大尺寸(≥10英寸）副驾屏渗透率为9.66%，同比+4.27pct，环比+0.73pct，2023年整8.09%8.71%9.02%9.44%8.89%8.8202301202302202303202 l整体.海外品牌.自主品牌.新势力品牌.合资品牌46.82%46.88%43.43%41.19%41.27%41.81%40.38%42.80%2023012023022023032023图：大尺寸(≥10英寸)副驾屏渗透率-分价格段图：大尺寸(≥10英寸)副驾屏渗透率-分动力类型 ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202382.31%84.92%91.01%82.31%84.92%91.01%86.23%85.92%88.97%8.09%8.71%8.09%8.71%9.02%9.44%8.89%8.8320230120230220230320236.27%3.84%5.61%4.15%6.27%3.84%5.61%4.15%3.66%5.20230120230220230320232023年12月，大尺寸(≥10英寸）后排娱乐屏渗透率为4.12%，同比+0.41pct，环比+0.33pct，2023年整体渗透率4.11%。品牌上，后排娱乐 l整体.海外品牌.自主品牌.新势力品牌.合资品牌2023012023022023032023图：后排液晶屏渗透率-分价格段图：后排液晶屏渗透率-分动力类型 ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202323.78%21.55%23.10%23.......20%2023012023022023032023 l整体 l整体.海外品牌.自主品牌.新势力品牌.合资品牌20230120230220230320232023012023022023032023图：语音控制渗透率-分价格段图：语音控制渗透率-分动力类型 ▲整体 ▲整体 .30-40万元.40-50万元2023012023022023032023202301202302202303202333.05%32.48%33.05%32.48%37.10%32.10%31.57%34.31%29.87%31.68%28.69%26.78%30.17%30.38%40%202301202302202303202 .63.28%.63.28%2023012023022023032023图：热泵管理系统渗透率-分价格段 ▲整体 .5万元及以下.5-10万元 .30-40万元.40-50万元 202301202302202303202349.92%47.71%50.91%45.25%45.67%49.34%43.80%44.65%41.20%20230120230220230320233请务必阅读正文之后的信息披露和免责申明202301202302202303202312月有大幅下降。增程式车型搭载率最高，.● l整体.海外品牌.自主品牌.新势力品牌.合资品牌.●2023012023022023032023 . .5万元及以下. . .30-40万元.40-50万元20230120230220230320232023012023022023032023 l整体.海外品牌.自主品牌.新势力品牌.合资品牌20230120230220230320232023012023022023032023图：无框车门渗透率-分价格段图：无框车门渗透率-分动力类型 ▲整体 ▲整体 .30-40万元.40-50万元54.28%55.68%67.04%52.87%49.65%59.28%50.11%620230120230220230320232023012023022023032023. l整体.海外品牌.自主品牌.新势力品牌.合资品牌20230120230220230320238.02%7.98%7.21%8.09%7.83%8.44%10.67%202301202302202303202图：电吸门渗透率-分价格段图： ▲整体 ▲整体 55.59%50.17%52.70%53.01%56.03% .30-40万元.40-50万元75.90%75.08%77.10%78.64%71.202301202302202303202380.57%83.12%86.23%85.92%88.97%91.55%84.32%.•.67.14%63.31%8.02%7.98%7.21%8.09%7.83%8.44%10.67%2023012023022023032023 l整体.海外品牌 l整体.海外品牌.自主品牌.新势力品牌.合资品牌30.18%26.00%23.43%24.39%24.74%24.21%23.49%21.65%21.05%21.76%22.21%24.23%202301202302202303202345.88%40.66%45.88%40.66%43.76%39.03%39.24%41.71%37.88%38.12%35.65%35.65%39.03%41.54%2023012023022023032023图：电尾门渗透率-分价格段图： ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202320230120230220230320234请务必阅读正文之后的信息披露和免责申明 l整体.海外品牌. l整体.海外品牌.自主品牌.新势力品牌.合资品牌72.74%64.55%67.60%60.12%61.68%63.62%67.25%63.82%65.87%68.78%69.99%80%....60%202301202302202303202图：自适应远近光灯渗透率36.77%32.66%37.72%36.77%32.66%37.72%33.66%33.60%37.31%34.05%35.17%32.51%33.65%37.39%39.58%2023012023022023032023图：自适应远近光灯渗透率-分价格段图：自适应远近光灯渗透率-分动力类型 ▲整体 ▲整体 .30-40万元.40-50万元202301202302202303202336.77%32.66%37.72%33.66%33.60%37.31%34.05%35.17%32.51%33.65%37.39%39.52023012023022023032023 l整体.海外品牌 l整体.海外品牌.自主品牌.新势力品牌.合资品牌20230120230220230320230.02%0.06%0.04%0.032023012023022023032023图：大灯随动转向渗透率-分价格段 ▲整体 ▲整体 .30-40万元.40-50万元20230120230220230320230.00%0.00%0.00%0.002023012023022023032023● l128色+256色.● l128色+256色.海外品牌.自主品牌.新势力品牌.合资品牌47.91%47.87%45.37%41.13%42.05%46.43%51.85%48.31%47.58%49.85%51.77%202301202302202303202341.05%3907%41.05%3907%40.71%3756%40.03%3876%3956%..2023012023022023032023图：车内氛围灯渗透率-分价格段图：车内氛围灯渗透率-分动力类型 .20-30万元.30-40万元.40-50万元.50万元以上202301202302202303202386.01%86.06%88.34%87.11%20230120230220230320235请务必阅读正文之后的信息披露和免责申明.•.67.39%63.31% l.•.67.39%63.31% l5G.纯电动.插电式混合动力.增程式80.57%83.12%86.23%85.92%88.97%91.55%84.32%20.06%19.10%16.96%19.18%19.34%2023012023022023032023车型12月渗透率分别为30.08%/81.53%/76.16%/54.04%。6118%6138%64.96%62.73%62.28%66.08%62.70%67.02%65.31%64.99%66.26%65.10%80%20.06%19.10%16.96%19.18%19.34%12023012023022023032023 l5G.海外品牌.自主品牌.新势力品牌.合资品牌43.66%44.57%42.59%39.49%40.52%44.79%50.25%46.67%432023012023022023032023 .5万元及以下.5-10万元 .30-40万元.40-50万元 20230120230220230320232023012023022023032