Wuxi car road cloud integration landing: electronic components industry welcomes new opportunities for industrial upgrading

In October, the first demonstration project of vehicle road cloud integration in China to achieve "city wide, network wide, and full coverage" was officially launched in Wuxi. The implementation of this national level project not only marks the entry of intelligent transportation into the city level large-scale application stage, but also opens up a billion level incremental market for the electronic components industry with the intensive deployment of thousands of intelligent infrastructure. From vehicle sensors to roadside computing units, from communication modules to cloud computing chips, an industrial transformation driven by technological iteration and policy dividends is accelerating.

Generally speaking, autonomous vehicles rely on various sensors such as cameras, LIDAR, and millimeter wave radar to form the vehicle's "perception system" and capture real-time environmental information. The intelligent vehicles such as unmanned minibuses and logistics trucks deployed in the Wuxi Chelu Cloud project need to achieve 360 degree blind spot free perception and millisecond level decision response, and diversified sensor configurations are essential. With the advancement of autonomous driving technology, the number and value of sensors in bicycles are steadily increasing, which may directly drive the market demand for related electronic components. Especially the demand for key components such as RF chips in radar and ISP in image sensors continues to grow. According to industry estimates, the unmanned minibuses and autonomous trucks involved in the Wuxi project will drive the market size of LiDAR to exceed 100 million yuan. In the future, with the comprehensive deployment of logistics, environmental sanitation, and end of pipe distribution scenarios, the annual demand for LiDAR is expected to exceed 500000 pieces.

The core of the demonstration project lies in the large-scale deployment of roadside perception and computing equipment, where 5G-A edge devices and intersection RSUs (intelligent roadside units) form the "nerve endings" of vehicle road collaboration. The intelligent 5G roadside unit independently developed by China Mobile integrates edge AI computing power and can support more than 20 AI scenario applications such as pedestrian ghost detection and automatic emergency braking. A single device needs to be equipped with a 4-core ARM processor, a 16TOPS computing chip, and a 5G communication module, which places high demands on chip performance. According to the deployment scale of 6253 intelligent infrastructure in Wuxi, the demand for roadside unit chips alone has reached tens of thousands of pieces. After the comprehensive promotion in 20 pilot cities across the country, the market size of roadside chips is expected to exceed 10 billion yuan. In addition, the Wuxi Chelu Cloud System generates over 10PB of data daily, covering multi-dimensional information such as vehicle trajectories, traffic events, and environmental perception. These massive amounts of data require real-time processing and storage through the cloud, which places higher demands on high-speed SSDs and high bandwidth memory chips in data centers, directly driving the sustained growth of demand in the related chip market.

With the formulation and implementation of the "15th Five Year Plan" for the development of intelligent connected new energy vehicle industry, the integration of vehicle, road and cloud is moving from Wuxi to more cities, from demonstration to popularization. As the underlying cornerstone of smart transportation, electronic components have increasingly clear market demand and technological upgrade paths. Faced with the massive demand brought by the integration of vehicle, road and cloud, the response speed and cost control of the electronic component supply chain have become key factors for industrial development.

The implementation of the Wuxi Car Road Cloud Integration Demonstration Project not only reshapes the underlying logic of urban transportation, but also becomes a touchstone for the innovative development of the electronic components industry. From the high computing power chip at the end of the car to the edge computing unit at the roadside, from the continuous iteration of the communication module to the reinforcement and protection of the data security chip, every technology node contains valuable opportunities for industrial upgrading. In the future, as the "Car Road Cloud" model moves from Wuxi to the whole country, the electronic components industry will usher in a new era of intelligent manufacturing in China.