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China's V2X (Vehicle-to-Everything) Industry Report Summary

Core Content

The China's V2X Industry Report highlights the critical role of Vehicle-to-Everything (V2X) technology in advancing intelligent driving. V2X enables vehicles to communicate with each other, roads, clouds, and networks, thereby addressing the limitations of vehicle intelligence such as blind spots and poor infrastructure integration. This synergy enhances transportation safety and system efficiency by allowing coordinated control and intention sharing among road users.

Key Components of V2X

• On-Board Unit (OBU): A wireless transceiver installed in vehicles that transmits vehicle status data to other vehicles and roadside infrastructure via the 5.9 GHz frequency band.
• Roadside Device: Includes Road Side Units (RSUs) and sensors (like cameras and LiDAR), which broadcast real-time traffic conditions and connect with cloud platforms.
• Cloud Platform: Acts as the central hub for data and traffic decision-making, analyzing aggregated data from OBUs and RSUs to generate traffic optimization plans and control commands.
• Communication Infrastructure: Composed of optical fibers and 4G/5G base stations, ensuring efficient, stable, and high-speed data transmission across the V2X network.

Market Growth and Forecast

• The V2X market in China is currently in a pivotal breakthrough stage.
• Key growth drivers include technological advancements in 5G, sensing, and AI, along with strong government policy support and comprehensive standardization efforts.
• As of 2024, China has deployed 17 national demonstration zones and 7 national V2X pilot zones, with 16 "dual-intelligence" pilot cities.
• The market size of the vehicle-road-cloud integrated system industry is projected to grow from RMB 2.0 billion in 2024 to RMB 23.8 billion by 2030, representing a CAGR of 50.9%.

Key Growth Drivers

1. Favorable Government Policy

   • Government initiatives have established 7 national V2X pilot zones and 16 dual-intelligence pilot cities by late 2024.
   • The 2024 joint ministry notice launched the "Vehicle-Road-Cloud" application pilot, emphasizing V2X as a catalyst for the automotive sector's future growth.

2. Demand for Traffic Safety

   • With rising private vehicle ownership and complex traffic conditions, the number of traffic accidents continues to increase, leading to significant economic losses.
   • V2X technology can reduce accidents by communicating traffic conditions and issuing warnings to vehicles.

3. Increased Demand for Urban Traffic Efficiency

   • As urbanization accelerates, the need for efficient traffic management grows.
   • V2X enables real-time monitoring, route optimization, and precise traffic flow control, significantly improving urban mobility.

4. Improved Smart Roadside Infrastructure

   • Enhanced roadside infrastructure, including RSUs, sensing devices, and edge computing, supports real-time data collection and exchange between roads and vehicles.
   • Intelligent algorithms help integrate and process this data, facilitating the advancement of V2X applications.

Future Outlook

• The V2X industry is expected to experience sustained, high-velocity expansion.
• This growth is driven by the convergence of technological, regulatory, and societal factors.
• As more smart roadside devices are deployed, the V2X ecosystem will become more robust, further enhancing traffic safety and efficiency.

About CIC

• CIC is a professional consulting firm offering end-to-end support for investment and financing.
• It has a strong track record in guiding first-in-sector IPOs and provides in-depth market insights across multiple sectors, including transportation and logistics.
• CIC uses a rigorous research framework combining primary and secondary data sources, including expert interviews, market surveys, and industry data analysis.

Disclaimer

• This report is for informational purposes only and is not intended as investment advice.
• CIC disclaims any liability for losses or damages arising from the use of information in the report.
• For more details, contact CIC via their official website or email: marketing@cninsights.com.