天风证券汽车零部件渗透率数据跟踪:24M2:智能化趋势下 激光雷达/HUD/摄像头/电吸门渗透率提升

2024年2月,中国新能源乘用车市场零售38.93万辆,同比减少11%,环比下降41%,环比出现较大下滑或受春节节前消费和节后价格战升温影响。零部件方面,标配L2及以上智能驾驶渗透率为44.57%,同比+10.94pct,环比+2.36pct。激光雷达/摄像头(≥10个)/HUD/电吸门渗透分别为9.93%/19.92%/18.19%/15.93%,同比+6.87/+11.02/+11.74/+7.95pct,环比+2.69/+3.24/+2.39/+3.04pct。智能化加速趋势下,建议关注激光雷达/HUD/摄像头/电吸门渗透率提升。

智能驾驶:标配L2及以上渗透率44.57%,摄像头(≥10个)/激光雷达/超声波雷达(≥10个)渗透率明显提升1)感知层:车外摄像头(≥10个)渗透率为19.92%,同比+11.02pct,环比+3.24pct。超声波雷达(≥10个)渗透率为29.42%,同比+11.15pct,环比+4.04pct 。毫米波雷达渗透率39.36%,同比+11.09pct,环比-1.01pct。激光雷达渗透率为9.93%,同比+6.87pct,环比+2.69pct。高精地图渗透率为11.31%,同比+2.02pct,环比+0.34pct。2)决策层:英伟达/地平线/Mobileye渗透率分别为5.03%/5.33%/1.06%,地平线和英伟达有所上升,地平线渗透率仍略高于英伟达。3)智驾功能: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/记忆泊车渗透率分别为46.12%/45.56%/44.44%/39.47%/21.22%/22.30%/4.93%,行车泊车功能持续渗透。4.93%%。

智能座舱:HUD渗透率增幅较大,高通座舱芯片渗透率达21.76%1)车载显示:大尺寸(10吋以上)液晶仪表/中控屏/副驾屏/后排液晶屏/HUD渗透率分别为39.96%/89.21%/9.04%/4.55%/18.19%,同比-0.28/+4.92/+3.39/+0.72/+11.74pct,环比-0.47/-1.10/+0.82/+0.84/+2.39pct。2)智能语音:已实现高位渗透达83.11%,同比+2.65pct,环比-1.35pct。3)座舱芯片:高通芯片市场份额占比接近60%,渗透率达到21.76%,同时8295芯片渗透加速。4)热泵管理系统渗透率为26.64%,同比-5.86pct,环比+0.08pct,5)全景天窗渗透率达到18.58%,同比-0.12pct,环比-0.12pct。

底盘及车身:电吸门标配渗透率持续提升至15.93%,同比+7.95pct,环比+3.04pct1)空气悬架渗透率持续提升至4.96%,同比+1.21pct,环比+1.59pct。2)无框车门渗透率为19.80%,同比+4.66pct,环比+1.26pct。3)电吸门/电尾门渗透率分别为15.93%/43.28%,同比+7.95/+2.61pct,环比+3.04/+1.22pct。

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