In 2023, the installation of 5G modules in vehicles experienced significant growth. China’s passenger car market saw 1.633 million units equipped with 5G modules, marking an installation rate of about 7.5%. By 2027, this figure is expected to reach 7.856 million units, with a projected installation rate of 35.6%.
Emerging OEMs, such as Zeekr, Denza, Avatr, Voyah, IM, Li Auto, and NIO, are leading the trend with standard 5G module installations in their new energy models.
Key Drivers Behind 5G Installation:
- Advancing 5G Infrastructure: As of February 2024, China boasts 3.509 million 5G base stations, representing 29.8% of all mobile base stations globally, and accounting for over 65% of the world’s total.
- Enhanced 5G Standards: Recent advancements include new standards for high-level autonomous driving released in August 2023 and a 5G automotive-grade module communication certification standard introduced in December 2023.
- Suitability for Autonomous Driving: 5G’s high speed, low latency, and Device-to-Device (D2D) technology are ideal for autonomous driving, offering ultra-low latency of 1 ms and peak speeds of 20 Gbps.
- Transition to 5G-A: The advent of 5G-A in 2024 introduces capabilities such as in-vehicle software OTA updates and large-screen entertainment, combined with AI to meet advanced network needs. Demonstration lines for 5G-A have been established in cities like Beijing, Shanghai, and Hangzhou. For instance, the 5G-A smart parking network in Shanghai Pudong supports high-capacity data rates and rapid OTA upgrades.
Technological Advancements:
- 5G vs. 4G: Traditional 4G FWA averages 20 Mbps, while 5G FWA provides around 100 Mbps. 5G-A is expected to enhance user experiences further and accelerate the deployment of 5G modules.
- Satellite Broadband: MediaTek unveiled a new generation of 5G-Advanced satellite test chips at MWC 2024, offering over 100 Mbps for automotive and other devices.
Commercialization and Standards:
The 5G-Advanced (5G-A) standards were finalized in February 2024, with 3GPP Release 18 achieving commercial readiness in June 2024, endorsing Huawei’s energy-saving and performance enhancement goals.
2024 Market Report Insights:
The report includes comprehensive research on:
- Development policies, industry standards, market size, and competitive landscape.
- Applications of automotive 5G modules, including platform selection, loading applications, and technology trends.
- Prospects for intelligent automotive modules, including development platforms and production trends.
- Innovations such as NearFlash modules, WiFi 7 modules, and C-V2X modules.
- Product lines of major suppliers and trends in vehicle integration and mass production.
