> 数据图表如何了解3.8 AIoT领域智能模组市场规模测算2025-6-03.8 AIoT领域智能模组市场规模测算车载智能模组车载智能模组规模测算202020212022202320242025E 2026E 2027E 2028E 2029E 2030E国内市场需求国内乘用车销量（万辆）20182148235626062756国内车联网渗透率49% 53% 60% 78% 84%289090%302095%314132513348343299% 100% 100% 100%10% 12% 15% 20% 25%35%45%55%65%70%75%99137211407579909129517102113234425745449567053906073620263886567673168867024715045% 50% 52% 55% 58%10% 12% 15% 20% 25%59%35%61%45%64%55%67%65%70%70%74%75%24534242266989313281812236029963439396134447963310761472223731064070510957836535智能模组渗透率（车联网汽车中使用智能模组的）国内车载智能模组需求(万片)海外乘用车销量（万辆）海外车联网渗透率智能模组渗透率海外车载智能模组需求（万片）海内外总需求（万片）4G渗透率5G渗透率4G价格（元）5G价格（元）10% 12% 13% 14% 15%0%4680%4502%4336% 10%4164001170112510821040100019%16%38496064114325%20%36992261119030%25%35488559524235%30%34084957529435%35%32681557133035%40%31378356436823ASP（元）475车载智能模组总规模（亿元） 1647423509326126664194资料来源：中汽协、Marklines、公开资料整理、东吴证券研究所东吴证券科技传媒
