Report highlights
Description of the event
On March 17, most automobile companies in the US decided that AEB (Autonomous Emergency Vehicle) will become standard for new cars in 2022. At that time, the vast majority of new cars in the US will be equipped with AEB functions.
Incident comments
AEB is the most practical active safety technology, which can effectively reduce collision accidents. AEB (Automatic Emergency Braking) automatically brakes cars ahead of time before they collide. According to Euro NCAP research, AEB can directly reduce rear-end collisions by 38%. AEB is the most practical auxiliary driving function that is directly connected to semi-automatic and fully automatic driving. In 2022, the top ten groups will be equipped with AEB as standard, and the market is clearly visible. In September 2015, the top 10 US groups announced that AEB will be standard in the future and that specific system technology and assembly times will be announced in the coming months. This time, US car companies have determined that AEB assembly in 2022 is a continuation of previous discussions. In the future, the vast majority of new US cars will be equipped with AEB functions, and North America alone will have 10 billionUSDThe market.
AEB function development is led by component companies with vehicle control capabilities, and domestic electronic control execution companies have a clear card position advantage. The AEB principle is to import road condition information through sensors, make decisions, and achieve braking through electronic control execution stages such as ESP and EBS. Currently, the main suppliers include Bosch, Continental, Tianhe, Delphi, etc. As first-tier suppliers, they have the ability to integrate millimeter-wave radar sensing systems and chassis systems, and can independently supply AEB products. Mobileye, as a second-tier supplier, provides vision ADAS modules to improve the accuracy and range of AEB detection. Domestic electrically controlled motion enterprises have the most potential to develop AEB systems, which have obvious card position advantages.
Investment suggestion: AEB is the epitome of intelligent driving, involving “environmental sensing+control execution”. Excellent environmental sensing technology is expected to quickly penetrate the market, and control execution enterprises have a leading position in intelligent driving. Key Recommended Targets: Controlling Enforcement-Tuopu Group(Ignored ADAS &New energy(Target of automobile parts),Asia Pacific Shares(Domestic brake faucet, with the most complete layout in the Intelligent Driving & Vehicle Network),Wanan Technology(ABS for commercial vehicles is the company's main product, and continues to have an intelligent driving layout); environmental perception-Hochisato(Low-cost night vision systems are favored by most car manufacturers, relying on core technology to fully enter intelligent driving),Ou Fei Guang(Star team, major advance in intelligent driving* electronic coverage), Neusoft Group(We have been deeply involved in ADAS algorithms for many years, and have commercial vehicle ADAS solutions* computer coverage)
Risk warning: Driverless driving catalysts fall short of expectations; systemic risk