In the 5G era, the network has the advantages of high transmission rate, high reliability and low latency, and the traditional automotive industry and transportation system will also usher in a new round of changes with the application of high-speed networks. Research firm IHS Markit has predicted that 5G will create $12.3 trillion in output value for the world in 2035, of which the automotive industry will create $2.4 trillion. In the future, connected cars and self-driving cars will usher in a golden development period due to the landing of 5G. In the field of Telematics, the market space of OBU is as high as 28 billion yuan, and Junsheng Electronics and others have already obtained C-V2X mass production orders. In the field of autonomous driving, Shenglu Communication (002446) is the absolute leader in the field of millimeter wave radar technology, and its future development is promising.

　　Automatic driving can develop rapidly without the improvement of radar technology, radar can make self-driving cars better perceive the surrounding environment. Only radar with longer measuring distance and faster response can be more competent for the task of autonomous driving. 5G is the perfect match with car networking and autonomous driving nowadays.

　　As the current domestic 5G technology research is mainly focused on sub6G below the frequency band, but in the future to truly achieve high speed, ultra-bandwidth, low latency characteristics will need to apply millimeter wave technology.

Shenglu Telecom (002446) started the research of millimeter wave technology in 2005 by cooperating with NEC of Japan in microwave antenna business, and has 14 years of technology accumulation so far, the company's current microwave antenna products band up to 86GHz. wholly-owned subsidiary Nanjing Hengdian Electronics has been committed to the research of military millimeter wave active phased array radar and the products have been applied on a large scale. Millimeter wave technology is better to meet the needs of car networking, autonomous driving high-speed operation.

　　McKinsey predicts that by 2030, about 15% of cars will be fully autonomous. Intel estimates that the global market for self-driving cars will exceed $7 trillion by 2050. Morgan Stanley predicts that 300 million self-driving cars will be on the road by 2050.

　　In the field of Telematics, China Unicom (6.160, 0.02, 0.33%) expects the domestic market size to exceed 200 billion yuan in 2020 and 900 billion yuan in 2025, with terminal equipment OBU and RSU market space up to 28 billion and 143 billion yuan respectively.

　　Although DSRC has the first-mover advantage and the technology and industry are relatively mature, it only supports the direct communication between V2V and V2I. From the perspective of long-term development of intelligent transportation, C-V2X technology, represented by LTE-V2X, realizes the integration of direct and cellular modes and can smoothly evolve to 5G in the future, with brighter application prospects.

　　C-V2X is expected to take the lead and become the future mainstream technology standard with more application scenarios, lower latency time and longer communication distance. Relevant enterprises have been C-V2X end product mass production orders, is expected to grasp the first opportunity. Junsheng Electronics is a well-known domestic automotive electronics and automotive safety system supplier. Public information shows that the company's first generation OBU has completed development at the end of 2018, and has now received V2X product orders, which is expected to be mass produced in 2021.

　　Undoubtedly, with the application of 5G, vehicle network, smart networking and other related technologies, applications and products on the ground, their empowering and upgrading effects on traditional industries will become increasingly relevant to each other.

　　BOCI Automotive Industry Research Report points out that the intelligent network connected car has risen to the national strategy, the policy is constantly favorable, the vehicle networking technology standard system has also completed the top-level design from the national standard level, China has formed a more complete intelligent network connected car industry chain, in testing and verification, application demonstration to form a certain scale, to lay the foundation for subsequent industrialization, China's intelligent network connected industry is expected to usher in accelerated development, the relevant The industry chain is expected to benefit significantly.