On August 17th, a reporter from Securities Daily learned from the High Tech Intelligent Automotive Research Institute that its monitoring data showed that in the first half of 2023, 631800 standard 5G intelligent cabins (including optional) for passenger cars in the Chinese market (excluding import and export) were delivered, an increase of 370.09% year-on-year. With the continuous increase in the penetration rate of new energy vehicles, intelligence has become the main competitive point of products. Among them, intelligent cabins and autonomous driving are the core dual mainlines of intelligence. The trend of product iteration and intelligent upgrading is expected to further accelerate in 2023. It is expected that the penetration rate of 5G intelligent cabins will further increase and become the mainstream standard configuration of the entire vehicle. "Song Jiaji, an analyst in the communication industry of Guosheng Securities, told Securities Daily. According to KPMG's "2023 Smart Cabin White Paper", it is expected that the size of China's smart cabin market will reach 212.7 billion yuan by 2026, with a compound annual growth rate of about 17% from 2022 to 2026, and penetration rate expected to increase from 59% to 82%. According to data from the High Tech Intelligent Vehicle Research Institute, in the first half of this year, the delivery volume of 5G equipped new energy vehicles accounted for nearly 90% of the total delivery volume of new vehicles equipped with 5G, while gasoline powered vehicles still dominated by 4G. In terms of carrying rate data, the overall market's standard carrying rate of 5G intelligent cockpit front installation is 6.80%, while the standard carrying rate of 5G intelligent cockpit front installation for new energy models has reached 18.95%. The 5G intelligent cockpit and the 5G vehicle communication chip/module market that provides support behind it have also ushered in a new market restructuring cycle, which will break the old pattern of the 3G/4G market dominated by a few companies such as Qualcomm and Huawei, "a person from the High Tech Intelligent Automotive Research Institute told reporters. According to data, the core industry chain of the intelligent cockpit mainly includes upstream chips, high-precision maps, controllers, display panels, and other software and hardware. The midstream mainly includes key components such as in car infotainment systems, streaming rearview mirrors, and vehicle networking modules. The downstream mainly includes vehicle applications. According to the Intelligent Automotive Research Institute of Gaogong, the delivery of standard 5G intelligent cabins for passenger cars in the Chinese market in 2023 will exceed 1.5 million vehicles (including optional ones), and it is expected to achieve an annual carrying capacity of 5 million vehicles by 2025. In this context, multiple listed companies are vying to compete in the 100 billion yuan market. Previously, GAC Group Research Institute announced that the 5G V-Box mass production and development project will be the first to be equipped with ZTE's vehicle grade 5G module, and the first equipped model is expected to be mass-produced in 2024. GAC has created a brand new scenario based experience of intelligent cockpit, intelligent driving, 5G interconnection, ecological services and other functions based on the Starling architecture, with a high starting point and strong scalability. "Liang Weiqiang, Vice President of GAC Research Institute, once told Securities Daily. ZTE stated that the ZTE vehicle grade 5G R16 module ZM9300 series is a domestically produced 5G module product based on a fully stack self-developed chip platform. We can provide safe and reliable car networking solutions for customers in the automotive industry, which can be widely used in car networking and other networking products. In car 5G intelligent