1. Cost composition of intelligent driving recorder

The intelligent driving recorder is used to record the video and sound of the vehicle during driving. It can be divided into DVR and DMS according to the different assembly markets. Among them, DVR is the main after-installation market, and the DMS is mainly used for the pre-installed market. DVR can be divided into independent according to the style. Camera type, rear view mirror type and independent large screen type.

DVR is mainly composed of main control chip, screen, sensor, lens and PCB board. The chip is the core component, responsible for data collection and compression, and the cost is 10%, about 30 yuan. The screen is the most expensive component, accounting for 30% of the total cost, about 100 yuan.

DMS is mainly composed of main control chip, PCB board, camera, infrared, software and algorithm, among which the main control chip has powerful computing power, which accounts for 15% of the total cost, which is about 100 yuan. The PCB board accounts for 15% of the total cost, which is about RMB 100. Camera: DMS decides the number of cameras to be equipped according to demand, and the price of a single camera is RMB 30.

Second, the development status of the intelligent driving recorder industry

According to data, the market size of China's smart driving recorder industry in 2020 will be 15.48 billion yuan, a year-on-year increase of 7%. In the next few years, China will continue to promote ADAS and make it a standard for automobiles. The integration of ADAS and DMS will accelerate the overall penetration rate of DMS. The increase in the overall penetration rate of DMS has caused a moderate increase in the overall scale of the intelligent driving recorder. It is estimated that by 2025, the total scale of China's intelligent driving recorder will reach 26.37 billion yuan, with a compound growth rate of 11.2%.

DVR sales channels are divided into online and offline channels, of which online channels account for the highest proportion of sales, and online channels account for 55% of sales shipments. Affected by the new crown epidemic, home isolation has become the norm, and consumers' consumption habits have gradually shifted to online. Offline sales channels are divided into auto parts city, street shop and 4S shop, and the proportion of shipments is 20%, 15% and 10% respectively.

3. Competitive landscape of the intelligent driving recorder industry

China's DVR market is low in concentration, fierce competition, and the market is becoming saturated. The overall DVR manufacturers can be divided into five categories, including professional DVR manufacturers, home appliances and electronic product manufacturers, automotive electronics manufacturers, Internet manufacturers and automobile manufacturers, the market share of which are 30%, 20%, 25%, 20% and 5% respectively . There are more than 30 major DVR brands, more than 1,000 foundries, and more than 100 solution providers. Among them, 360 accounts for the No. 1 sales volume in the DVR industry by virtue of the Internet brand effect and user reputation.


Fourth, the relevant policies of the intelligent driving recorder industry

China vigorously supports and promotes the development of smart cars and the Internet of Vehicles. As a data terminal collection device for the Internet of Vehicles, smart driving recorders will be widely used with the rapid penetration of the Internet of Vehicles.

Five, the development trend of intelligent driving recorder industry

1. DMS will replace DVR in the pre-installation market

DVR is only an external communication device that provides driving records, while DMS is an internal device connected to the intelligent cockpit of the entire vehicle, which can realize comprehensive intelligent management and control of the entire vehicle system. With the continuous improvement of digitalization and network technology, the degree of intelligence of DMS has also increased, and the expansion space of DVR is limited, and in the development environment of automobile networking and intelligence, the advantages of DMS will gradually become prominent. Therefore, in the long run, DMS will replace DVR in the pre-installation market. However, in the short term, due to cost factors, the assembly rate of front-mounted DVRs in low- and mid-end models will still increase.

2. DMS, OMS, IMS combine to form an integrated intelligent cockpit monitoring

The future will not only monitor the driver, but also monitor the occupants and the entire vehicle to ensure the safety of personnel in the vehicle, such as protecting children from being left in the vehicle. OMS and IMS are for the monitoring of the cockpit, and DMS is for the monitoring of the driver. The three are combined to create a complete intelligent cockpit monitoring.

Huajing Industry Research Institute uses advanced data analysis tools to mine, sort, process, analyze and display data in the intelligent driving recorder industry, and deliver the latest developments in the industry to customers. It also makes professional predictions on the future development prospects and trends of the industry, provides professional guidance and suggestions for customers' business decisions, minimizes customer investment risks and operating costs, seizes investment opportunities, and improves corporate competitiveness. To understand the specific details of the industry, you can pay attention to the research report published by the Huajing Industry Research Institute "2020-2025 China's Intelligent Driving Recorder Industry Development Trend Forecast and Investment Strategy Consulting Report".