China's automotive electronic control system industry

In the past decade, China's automotive electronic control system industry has achieved a disruptive restructuring from a 'distributed ECU stack' to a 'central computing+software defined' system. The electronic and electrical architecture (EEA) has completed a three-level transition: before 2016, it was mainly composed of over a hundred independent ECUs. In 2020, it entered the domain centralization stage. By 2025, mainstream car companies such as BYD Xuanji, Huawei CCA, and Xiaopeng X-EEA 3.0 have fully implemented the 'central computing unit+regional controller' architecture, reducing the length of the entire vehicle wiring harness by more than 50%, and OTA upgrades have become standard. The domestic supply chain has risen comprehensively, and the intelligent cockpit and domain controller of Desay SV will achieve a revenue of 27.6 billion yuan in 2024, ranking first; Zhongke Chuangda's in car operating system has been deployed in over 30 million vehicles, with the highest market share; Horizon Journey 5 chips have a computing power of 128 TOPS and a vehicle loading volume of over 100000, breaking Qualcomm's monopoly. The localization rate of automotive chips is accelerating, and Guoxin Technology's automotive electronic chip revenue is expected to increase by 82% in 2025. BYD's self-developed MCU has been installed in over 10 million vehicles, and Ziguang Tongxin has launched ASIL-D-level power domain MCU. The target for the replacement rate of domestic automotive chips by 2025 is to reach 25%. The industry is shifting from 'component supply' to 'ecological definition', building an integrated intelligent base of 'computing power perception decision-making execution', and promoting China's transition from a major automotive electronics country to a technology defined powerhouse.