At the end of 2021, major auto manufacturers announced their "records" for the year one after another. Tesla, with a cumulative delivery of nearly one million throughout the year, became a popular star, and new car-making forces such as "Wei Xiaoli" were also in this year. Each showed a transcript of over 90,000 deliveries. With the rise of new energy vehicles in the market, related sub-industry chains have also ushered in an explosion, among which the penetration rate of in-vehicle communication modules is increasing. At the same time, the development of the Internet of Vehicles has driven the simultaneous increase in the penetration rate of 5G communication modules. It is also when everyone is looking forward to the implementation of 5G in the automotive industry. Industry insiders estimate that the production volume of 5G vehicles is more than 30 times different from the overall production of new energy vehicles, which also means that there is huge room for development of 5G communication modules. To be precise, 5G communication modules are still waiting for a flashpoint, and the entire vehicle communication module industry is gradually maturing with the intelligence of cars. 4G still occupies the mainstream market, and 5G communication modules are seeking a breakthrough point The biggest bottleneck of 5G communication modules is the price. Li Peng, general manager of the pre-installation operation department of Gosuncn IoV, said that he is communicating with relevant manufacturers in the industry chain on how to reduce the price of 5G modules and achieve large-scale promotion. In the procurement cost of module raw materials, the chip cost accounts for more than 80% of the procurement cost. The data shows that in the proportion of the purchase amount of module raw materials in Quectel in 2018, the chip cost accounted for 82.3%, followed by PCB and resistance-capacitance components, accounting for 7.1% and 6.1% respectively. That is to say, if the price of 5G chips does not drop, it will be difficult for the price of 5G modules to drop. However, the collective actions of manufacturers such as Gosuncn IOT also released another positive signal for the vehicle module industry: the penetration rate of 5G is expected to increase, and high-speed transmission will also become a new possibility. But in the end, how will the cost be reduced in the end depends on the efforts of the manufacturers. At present, many manufacturers such as Quectel, Gosuncn IOT and Guanghetong have launched 5G communication modules, and have achieved mass production on related models. Guangtong Yuanchi has launched the AN958/AN958T series of 5G Sub-6 communication modules. According to Wu Ronghua, Product Director of Guangtong Yuanchi, the AN958/AN958T series are vehicle-level communication modules based on Qualcomm’s vehicle 5G communication platform, supporting 5G 5G+ V2X applications can be used in smart car scenarios and components such as in-vehicle T-box, smart antenna, AD automatic driving domain control, etc., and can meet the E-CALL standard application scenarios. It is understood that Guangtong Yuanchi is a subsidiary of Guanghetong established in 2018. Through the layout of T-Box, connected smart cockpit, automatic driving, non-inductive payment and other businesses, it helps smart cars to achieve electrification, intelligence and network. 5G interconnected smart transportation. It is worth mentioning that Guanghetong has expanded to many market applications in Europe, Asia Pacific, North America, etc., and cooperated with chip platform manufacturers such as Qualcomm, MediaTek, and Zhanrui in the industrial chain, and entered the car companies such as BYD and Geely. supply chain. Gosuncn IoT launched the GM860A series of 5G+C-V2X vehicle-grade modules, which can provide 900Mbps upload rate and 2.12Gbps download rate under 5G network, meeting the loading requirements for vehicle front, rear and roadside equipment. According to Li Peng, Gosuncn IOT is the first module manufacturer in China to open up the concurrent 5G and V2X business. The GM860A series is also the world's first commercial LGA packaged vehicle-grade 5G+C-V2X module with the smallest size in the industry. Compared with competing products, the size is about 20% smaller. And it is designed in accordance with the "full Netcom" standard, and through strict quality control, it has the advantages of higher reliability, higher yield, and more complete frequency bands. Module manufacturers are "lurking" on the eve of the 5G outbreak. Wu Ronghua believes that from 2022, more and more models equipped with 5G T-box will be launched, rising to the application side of smart cars, which will highlight the three major performances of 5G, in terms of high-definition video, assisted driving, and smart traffic communication. Technology and functional realization. There is no doubt that 5G's features of large bandwidth, high reliability, and low latency are laying the groundwork for intelligent driving and intelligent cockpit application scenarios, and are gradually becoming the core application scenarios. In terms of smart cockpit, there are panoramic digital cockpit, HUD head-up display and other presentation forms. However, the current HUD is bluntly forced to add content within the visual range of the front windshield, which has little to do with vehicle-grade 5G modules; and with the evolution of technology, AR/VR will achieve integration with sensors, cameras, and The integration of various aspects, such as external real scenes, allows users to perceive in all directions within the visual range. What cannot be ignored is that this also puts forward new requirements for delay technology. In addition, multi-screen interaction, camera data collection, upload, and delivery all have high requirements for low network delay. In terms of intelligent driving, firstly, 5G modules provide V2X to realize networked intelligence; secondly, when automated driving develops from single-vehicle intelligence to multi-vehicle connected application scenarios, the data collected by cameras needs to be shared with other vehicles, which involves huge It requires faster speed, lower latency, and higher reliability 5G support when it is sent from the cloud. Li Peng mentioned, "At present, the industry is increasing the computing power of the central control unit, but this computing power is definitely not enough. This application scenario will eventually show that more data must be calculated in the cloud, and then distributed after the cloud computing is completed. return". From the 5G application market, it can be predicted that 5G vehicle modules will open up new growth space for module manufacturers. But back to the end market, 5G is still looking for a flashpoint. Li Peng told reporters that currently in the smart car market, 4G communication modules are still the mainstream cellular IoT modules, of which LTE Cat.4 occupies more than half of the domestic market share, covering mid-to-low-end models in the price range of 80,000 to 300,000. , and 5G is correspondingly used in high-end smart cars. "For module manufacturers, the most important thing at this stage is to keep up with the development of technology, and then find the adaptation scenarios on the entire application side." The in-vehicle communication module that cannot escape the "involution" is also facing the next stage of pain point "breaking the ice" Intelligent networked vehicles are entering a stage of rapid development, and bicycle intelligence is gradually moving towards multi-end vehicle coordination, which has boosted the development of the Internet of Vehicles. In a sense, in-vehicle communication modules have indeed ushered in rapid development, but they are also facing the "ice-breaking" of key pain points in the process. In this regard, Li Peng believes that the pain points of the vehicle are reflected in the reliability and compatibility of the communication module, as well as the applicability of the vehicle. In terms of reliability, the complexity of the entire software of automotive electronics is relatively higher, which requires manufacturers to spend more time on R&D and production delivery than consumer communication modules. But at present, there is also a phenomenon of "involution" in the automotive industry. More and more new models are competing for the market in just half a year. In the fiercely competitive new energy vehicle track, in order to compete for market share, related components are The production cycle is gradually shortened. For the industry, is this a positive sign or a harbinger of danger? Worth pondering. In terms of compatibility, the first is the compatibility of the card. Different base stations, operators, etc. have great differences in rapid movement and changes in different regions. Secondly, it is compatible with different platforms and protocol stacks. For example, Gosuncn's GM860A series has completed protocol adaptation with AP manufacturers such as Qualcomm, NVIDIA, and NXP, and is also compatible with domestic related V2X protocol stacks and national encryption algorithm solution manufacturers. , RTC platform and other aspects have been adapted. In terms of applicability, since module manufacturers provide services to different Tier 1 manufacturers in the automotive industry chain, they need to provide a richer and more convenient software architecture and framework to enable customers to quickly complete mass production. Regarding the localization, Wu Ronghua believes that the domestic chip specifications and technology leadership of the vehicle communication module are insufficient, and it relies too much on foreign chip brands and does not form the competitiveness of the solution, which will be the resistance to the localization of the vehicle chip. At the same time, in-vehicle modules are also facing the challenge of upgrading autonomous driving technology. With the development of autonomous driving technology to L3 and above, redundancy and planning are still insufficient. It is necessary to combine key technologies of 5G and V2X to achieve high-precision vehicle-end. Scenario solutions such as positioning and over-the-horizon. Article source: http://www.lookmcu.com/