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市場調查報告書
商品編碼
1704030
汽車數位鑰匙(UWB、NearLink、BLE 6.0)產業趨勢(2025年)Automotive Digital Key (UWB, NearLink, and BLE 6.0) Industry Trend Report, 2025 |
2024年,中國乘用車數位鑰匙市場規模將創歷史新高,安裝量年增58.7%,市場規模突破30億元,安裝率躍升至47.5%,較去年同期成長15個百分點。預計2030年中國乘用車數位鑰匙安裝率將達80.8%。
從公司類型來看,新興品牌遙遙領先。2024年新興品牌數位鑰匙安裝率將達89.0%,較2023年提升8.1個百分點。在受訪的新興品牌中,60% 已為其所有車輛配備數位鑰匙。
新興品牌的數位鑰匙系統供應商包括YF Tech、Pektron、Gosuncn、UAES、Kostal等。前五大企業佔66.7%的市佔率。
憑藉Harmony Intelligent Mobility Alliance(HIMA)(AITO、LUXEED、Maextro、STELATO)及其他新興大眾品牌的支持,YF Tech在2024年的市佔率將達到27.5%,位居第一。
得益於Tesla,排名第二的 Pektron 佔據了 17.2% 的市場佔有率。
在Geely Galaxy的帶領下,Gosuncn以8.9%的市佔率位居第三。
UAES以ZEEKR、Xiaomi等品牌為首,佔7.7%的市佔率。
一些 NIO 車型幫助Kostal佔據了 5.4% 的市場佔有率。
從技術角度來看,數位鑰匙主要經歷了四代:
第一代數位鑰匙基於NFC技術,實現車輛進入和啟動功能。
第二代數位鑰匙採用BLE技術,通訊距離比第一代更長。同時,藍牙訊號的強度有助於確定鑰匙相對於車輛的大致位置。
第三代數位鑰匙融合了UWB、BLE和NFC技術。UWB技術大幅提升了第三代數位鑰匙的位置辨識精準度。
第四代數位鑰匙以NearLink為代表,其位置辨識精準度為藍牙的5倍,鎖定精準度是藍牙的6倍(基於實驗室測試數據)。同時,NearLink被Huawei壟斷,更容易基於HarmonyOS實現生態協同。
根據OEM和供應商的計劃,未來幾年數位鑰匙將有三大支柱:BLE、UWB和NearLink。
具體而言,從效能提升與成本降低兩方面考慮,BLE+NFC融合方案具有較高的性價比,可望成為市場主流。
BLE解決方案的滲透率預計將保持在20%左右,並主要應用於經濟型車型。經過未來的升級,BLE 6.0可望擴大BLE解決方案的應用週期。
由於通訊範圍較短、應用場景有限,獨立NFC解決方案的改善空間有限。
UWB方案憑藉其性能優勢,高精度定位和雷達,將未來數位鑰匙和其他功能整合在一起,例如監控和踢雷達等多路復用功能,從而優化整體成本。但UWB面臨系統成本高、與手機相容性有限等瓶頸。
NearLink 解決方案預計將於 2025 年投入生產,並在 2025 年至 2030 年間逐漸在車輛中廣泛採用。
本報告對中國數位汽車鑰匙產業進行了調查分析,提供了通訊技術及標準規範、產業鏈及競爭狀況、OEM應用及規劃、晶片供應商及系統整合商等資訊。
Digital key research: which will dominate digital keys, growing UWB, emerging NearLink or promising Bluetooth 6.0?
ResearchInChina has analyzed and predicted the digital key market, communication technology and standard specifications, industry chain and competition landscape, OEM applications and planning, chip vendors and system integrators.
In 2024, China's passenger car digital key market hit a new high, with the installations growing by 58.7% year-on-year, the market size exceeding RMB3 billion and the installation rate jumping by 15 percentage points year-on-year to 47.5%. Therefore, we raised market expectations in the Automotive Digital Key Industry Trend Report 2025. It is expected that the installation rate of digital keys for Chinese passenger cars will reach 80.8% by 2030.
In terms of enterprise type, emerging brands are far ahead. In 2024, the digital key installation rate of emerging brands reached 89.0%, an increase of 8.1 percentage points from 2023. Among the emerging brands surveyed, 60% installed digital keys in 100% of their vehicles.
For emerging brands, digital key system suppliers include YF Tech, Pektron, Gosuncn, UAES, Kostal, etc. The top five suppliers account for 66.7% of the market share together.
With the support of Harmony Intelligent Mobility Alliance (HIMA) (AITO, LUXEED, Maextro and STELATO) and other emerging popular brands, YF Tech boasted a market share of 27.5% in 2024, ranking first.
Thanks to Tesla, the second-ranked Pektron gained a market share of 17.2%.
Driven by Geely Galaxy, Gosuncn achieved a market share of 8.9%, ranking third.
UAES, prompted by brands such as ZEEKR and Xiaomi, secured a 7.7% share;
Due to some NIO models, Kostal achieved a 5.4% share.
From a technical perspective, digital keys mainly undergo four generations:
Based on NFC technology, the first-generation digital keys realized the function of vehicle entry and start.
The second generation digital key uses BLE technology, which has a longer communication distance than the first generation. At the same time, they can roughly perceive the positional relationship between vehicles and keys through the Bluetooth signal strength.
The third-generation digital keys combine UWB, BLE, and NFC technologies. UWB technology has made a qualitative leap in the position perception accuracy of the third-generation digital keys.
The fourth-generation digital keys are represented by NearLink, which has a positioning accuracy 5 times higher than Bluetooth and a locking accuracy 6 times higher (as per laboratory test data). At the same time, NearLink is dominated by Huawei, making it easier to achieve ecological synergy based on HarmonyOS.
From the perspective of the plans of OEMs and suppliers, digital keys will have three pillars - BLE, UWB, and NearLink in the next few years. Specifically:
Given the performance improvement and cost reduction, the fusion solution of BLE+NFC has outstanding cost-effectiveness and will become the mainstream of the market;
The penetration rate of the BLE solution will remain at around 20%, mainly available in economical models. After the upgrade in the future, BLE 6.0 is expected to extend the application cycle of the BLE solution;
Due to the short communication distance and limited application scenarios, the standalone NFC solution will have limited room for improvement;
With its performance advantages, high-precision positioning and radar, the UWB solution will integrate future digital keys with other functions, such as multiplexing functions like monitoring and kick radar to make the overall cost optimal. However, UWB still has bottlenecks like high system cost and limited mobile phone support.
The NearLink solution will be put into mass production in 2025, and will gradually land on vehicles on a large scale in 2025-2030.
In 2024, UWB keys for passenger cars entered mass production in China, with the installations increasing by 354.6% year-on-year. NIO, Zeekr, Harmony Intelligent Mobility Alliance (HIMA) , Mercedes-Benz, BMW, etc. are the main UWB carriers, and the top 5 of them accounted for 77.1% of the installations. In the next three years, more OEMs, such as domestic brands (SAIC Passenger Vehicle, SAIC GM, etc.) and joint venture brands (like Audi and Toyota), will carry UWB to upgrade the digital key system. It is expected that the application of UWB in vehicles will continue to grow in the next few years.
In the process of UWB installation, sensor multiplexing has become a highlight. Based on unique characteristics, UWB brings more possibilities for the functional integration of digital keys. On the one hand, UWB can locate occupants and cars with high precision, thereby providing intelligent and personalized services, such as intelligent adjustment of audio and lighting according to the position of the occupants, automated parking according to the position of the cars, and active location-based recommendations.
On the other hand, UWB can act as radar used for in-cabin liveness detection, kicking open the trunk and other functions. The C-NCAP Management Regulations 2024 includes the Child Presence Detection (CPD) as a bonus item, which will become an important functional extension of UWB.
Among foreign suppliers, Continental, Valeo, Hella, etc. have launched system solutions integrating UWB keys and in-cabin monitoring. For example, Hella added the Smart Presence Detection function to the Smart Car Access solution. Continental has embedded CPD into the already existing CoSmA UWB Digital Access Solution, which enables drivers to use their smartphone as a car key for hands-free access. Even the tiniest motion like the movement of a child's chest while breathing can be detected by the sensors. Based on unique respiration rates and micro-body-movements, the CPD with UWB system can classify passengers as infants, children or adults. If children are left behind in the car, the CPD system can send an audible, visual or haptic alert to the driver after ten seconds at the latest.
Among domestic suppliers, YF Tech, TsingCar , UbiTraq and so on have similar solutions. For example, YF Tech's UWB keys already allow functions such as kick sensing for opening trunks and liveness monitoring, and have been mass-produced for Hyper, AITO M9, etc.
The liveness detection function developed by YF Tech for the 2025 AITO M9 reuses the anchor points in the car to offer a liveness detection solution with better performance, safety and reliability. Whether it is the front passenger seat, the back seat or the rear trunk, the system can detect liveness.
At the same time, YF Tech's liveness detection system can provide a series of functional services including early warning, alarm, intervention and care, improving intelligence and humanity.
Early warning: When locking, the system reminds the car owner to pay attention to children left behind through sound and light;
Alarm: Via the mobile phone, it reminds the car owner that there is a child left behind and s/he should return as soon as possible;
Intervention: If the car owner fails to acknowledge the alarm for a long time, the air conditioner will be turned on or the windows will be lowered automatically;
Attention: It can automatically activate lighting, audio, video, entertainment, etc. to care for the child left behind..
The multiplexing of digital key modules can bring more functions while reducing system costs and power consumption. For example, in the sentinel monitoring solution of YF Tech, the UWB node performs pre-monitoring, and the camera can be turned off until an object is found approaching, thereby reducing the overall power consumption. Assuming that the sentinel mode is activated for 10 hours per night and the alarm is triggered during 5% of the time, 2kWh of power can be saved approximately per night.
With its unique technical route, the NearLink digital car key can achieve more accurate positioning, more stable unlocking, stronger anti-interference capability and concurrency of more devices, avoiding the embarrassing scenario of "standing by the locked doors" or the "ping-pong problem" (doors repeatedly unlocked and locked) caused by traditional digital key solutions, and greatly improving the convenience, safety and reliability of user experience from getting on the car to controlling the car.
YF Tech is currently the first supplier that has achieved mass production of NearLink digital keys. In November 2024, YF Tech and Shanghai HiSilicon developed the world's first digital car key solution with the NearLink standard. This solution uses one master module inside the vehicle and four slave modules outside the vehicle to realize functions such as active welcome, locking/unlocking without feeling, key sharing, RPA, keyless start, multi-user connection, and OTA updates. In March 2025, the first batch of NearLink digital keys were mass-produced and installed on vehicles.
In the NearLink digital key solution, YF Tech has further improved the security, compatibility, positioning accuracy, multi-scenario intelligent interaction and anti-interference of digital car keys by deploying a high-difficulty architecture that is compatible with both NearLink (SLE) and Bluetooth (BLE) communication protocols on the same chip. So far, YF Tech has been designated by 5 OEMs. In the first three quarters of 2025, 7 models equipped with YF Tech's NearLink digital car key technology will be launched. Overall, NearLink keys are rising and will be installed on a large scale in the next 5 years.
In September 2024, the Bluetooth Technology Alliance released Bluetooth 6.0 whose biggest highlight lies in a new Bluetooth high-precision positioning technology: Channel Sounding (CS for short). Bluetooth CS combines two different distance measurement methods: Phase-Based Ranging (PBR) + Round-Trip Time (RTT). It is positioned as a safer and more accurate positioning technology than Bluetooth RSSI.
From the test results, Bluetooth CS can cover 100 meters, with the accuracy error within +-50 cm; when the distance is less than 5 meters, the accuracy error can even be theoretically close to 10 cm. With this "centimeter-level" perception capability, Bluetooth CS is expected to be first applied to digital keys, enhancing its "competitiveness" in the digital key system.
Bluetooth 6.0 is expected to be implemented in 2026-2027, and its application in digital keys is promising.