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市場調查報告書
商品編碼
1023606

ADAS供應商排名和市場份額(2015-2020)

ADAS Suppliers Rankings & Market Shares 2015-20

出版日期: | 出版商: Auto2x Ltd | Automotive Intelligence Consulting | 英文 108 Pages; 67 Tables & 82 Figures | 商品交期: 最快1-2個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

由於法規、安全評估系統以及傳感器和實施成本的降低,預計 ADAS 普及率將顯著增加。滲透率的提升提升了汽車零部件廠商的盈利能力,極大地促進了盈利能力的提升。

在主要汽車市場,由於安全法規和評級變化、競爭提供更高級別的自主性、更低的傳感器成本等,每輛車的 ADAS 內容,即駕駛輔助等,據信高度自治所需的雷達、攝像頭、超聲波等的加載速度將顯著增加。隨著每輛車 ADAS 內容的增加,預計 ADAS 收入將在 2020 年至 2025 年間翻一番。

ADAS 以及自動駕駛零部件和系統的製造商處於有利地位,可以通過汽車製造商和新進入者的需求獲利。 2017 年至 2020 年,七大 ADAS 供應商的 ADAS 銷量預計將以 21.5% 的複合年增長率增長,改變全球 ADAS 銷量排名。此外,ADAS占主要供應商汽車收入的比例預計將上升。

本報告調查了ADAS供應商,調查了2015年至2019年ADAS硬件組件供應商(雷達、攝像頭、激光雷達、超聲波傳感器)的ADAS收入排名和市場份額,我們預測到2020年。

目錄

第 1 章執行摘要

  • ADAS 供應商收入排名(2015-2020)
  • 2017 年歐洲、美國和中國 ADAS 傳感器供應商排名
  • 2017 年歐洲 ADAS 供應商排名:主要傳感器領導者:雷達、攝像頭
  • 按雷達□□和騎手對 ADAS 供應商進行排名:歐洲(2017 年與 2020 年)
  • 2020 年 11 家主要供應商 ADAS 市場收入概覽

第 2 章安全法規、競爭和消費者需求為 ADAS 供應商創造機會

  • ADAS 在主要汽車市場的滲透率不斷提高,提高了安全性和便利性
  • 由於安全要求發生變化,ADAS 現已成為標準設備
  • ADAS 不再局限於豪華車領域
  • 隨著汽車行業從硬件轉向軟件,供應商調整戰略以引領 ADAS 市場。
  • 瞭解為什麼供應商能夠很好地利用 ADAS 的增長獲利
  • ADAS 供應商面臨的挑戰

第三章 ADAS 組件供應商排名和市場份額 (2015-2020)

  • 汽車收入供應商排名(2015-2018)
  • ADAS 供應商總收入排名(2015-2020)
  • 汽車主要供應商 ADAS 的收入(2015-2020 年)
  • 歐洲 ADAS 傳感器主要 Tier-1 排名(2017-2020)
  • 2017年中國主要Tier-1雷達和攝像頭排名
  • 2017年美國雷達、攝像頭、超聲波主要1級排名

第4章ADAS硬件組件領先供應商:分析、投資組合、關鍵數據

  • APTIV
    • ADAS 收入
    • ADAS 中的衝突
    • 2020 年展望
  • Bosch
  • Continental
  • Denso
  • Hella
  • Hitachi
  • Magna
  • Mobileye
  • Valeo
  • Veoneer(Ex-Autoliv)
  • Zenuity
  • ZF

第 5 章 2020 年 ADAS 供應商排名和傳感器展望

  • 2020 年 ADAS 供應商收入預測
  • 2020年主要供應商汽車ADAS收入預測
  • 預計到 2025 年採用 ADAS 和自動駕駛
  • L3-5 平台、AMoD 和高清地圖的 OEM 和供應商聯盟
  • ADAS 雷達、攝像頭、激光雷達和超聲組件展望
    • 2020 年乘用車激光雷達預測
    • 到 2020 年 ADAS 傳感器的展望
  • ADAS 組件供應商生態系統概述:第 1 層、第 2 層和產品組合
目錄

ADAS penetration rates are expected to increase significantly due to regulation, safety rating systems, lower cost of sensors or implementation. Rising penetration will boost revenues for automotive suppliers and contribute significantly to their profitability. This 30,000-word report examines the rankings and market shares of ADAS hardware component suppliers (radar, cameras, Lidar, ultrasonic sensors) in 2015-19 by ADAS revenues and provides forecasts up to 2020.

Learn about the market shares of ADAS Suppliers in camera, radar and lidar and leaders by ADAS revenue.

ADAS Revenue will almost double between 2020 & 2025 as ADAS Content per Vehicle rises

ADAS content per vehicle, i.e. the fitment of radars, cameras, ultrasonics, and other components necessary for driver assistance and higher levels of autonomy, will rise significantly in major car markets driven by changes in safety regulation and rating, the competition to offer higher levels of autonomy and lower cost of sensors.

Auto2x expects that in 2020, 42 models capable of Level 3 autonomy (TJP, HP) and 94 models with Level 2 (TJA, CA) - mostly as optional equipment - will be offered in Europe, despite the regulatory hurdles of the latter.

What is more, ADAS Content per Vehicle in 2020 will range from €489 for Level 2, with 17 sensors per car, to €960-2,100 for Level 3 depending on the usage of lidar or not as sensor set redundancy.

ADAS Suppliers are well-positioned to monetize the strong demand for ADAS components

We assess that the manufacturers of these components and systems for ADAS and Automated Driving are well-positioned to monetize the strong demand from carmakers and new entrants.

Already, Top ADAS Tier-1s such as Bosch, Continental, Aptiv, and Autoliv, has recorded billions of ADAS Order Intake in the Annual Reports while they continue to invest to increase production capacity and shorten time-to-market.

The leading 7 ADAS Suppliers will experience average ADAS revenue growth of CAGR 21.5% between 2017 and 2020 which will lead to changes in the global Ranking-by-ADAS Revenue. What's more, the overall ADAS-to-Automotive Revenue ratio for the major suppliers will increase.

Magna's profile in ADAS:

Our new report examines the portfolio, strategy and roadmap of leading ADAS Suppliers to deliver:

  • 1. Rankings and Market shares by ADAS Component Revenue in 2015-20 (€);
  • 2. Ranking by ADAS-to-Automotive Revenue;
  • 3. 2017 market shares in 77GH / 24GHz radar, camera, Lidar, and ultrasonic in Europe, USA and China, by sales of components to OEMs;
  • 4. Competitive assessment and outlook for 2020;
  • 5. Market shares of ADAS Suppliers in sales of L3 radar and Lidar in Europe in 2020.

ADAS penetration rates in new cars will increase significantly over the next 5 years driven primarily by changes in safety rating scoring and lower cost of sensors or implementation. Leading automotive suppliers expect that this will boost their revenues from ADAS and contribute significantly to their profitability as software plays an increasingly important role in the automotive industry.

Our research examines the rankings and market shares of ADAS hardware component suppliers (radar, cameras, Lidar, ultrasonic sensors) in 2014-20 by ADAS revenues.

2021 marks the transition to Highly-automated vehicles

Today, ADAS penetration is rising and Level 2 driving & parking features are available on the road from leading premium brands as well as Volume ones in Europe, U.S, China and Japan. L2 driving features enable convenience but require that the driver is "always in the loop", i.e. is constantly monitoring the road.

2017 saw Audi becoming the first to activate Level 3 driving features, which allow the driver to be distracted but awake to back-up the system. Also, by the end of 2021, advanced car markets, such as Europe, North America and Japan, will have transitioned to L3 and the first C-segment car with L3 will be unveiled.

Since many carmakers don't design and manufacture ADAS features in-house, or more importantly, the cameras and radars for these features, they rely on suppliers who are the leading manufacturers and distributors of components and features.

In Europe, EuroNCAP extents to protect for Cyclists in the 2018 rating, while changes in scoring push OEMs to offer either TSR or LKA as standards- on top of LDW and City and Pedestrian AEB.

Leading suppliers already offer a strong sensor ADAS portfolio to meet the requirements of the stricter EuroNCAP's 2020 Roadmap.

In the U.S, rear-visibility requirements coming into force in May 2018 require the installation of rear-view cameras in all vehicles to reduce back-over fatalities. What is more, rear pedestrian autobrake requirements by the NHTSA for the 2018 US NCAP push OEMs to develop new ADAS strategies.

ADAS are becoming cheaper and L1 features not exclusive to the premium car segment any more

Technological developments in ADAS, such as sensor fusion, economies of scale and system integration enable price reduction in ADAS.This has enabled safety and convenience ADAS features to expand to the mid and low-end car segments, particularly in safety-oriented Europe.

For example, Mercedes offers its whole Driver assistance package in the UK, which includes L1-L2 driving and parking features, for less than £2,000.

Carmakers and suppliers face the challenge of reducing production cost while increasing performance and complexity

However, ADAS suppliers face a series of important challenges which threaten their profitability from ADAS. Despite the increasing software complexity and requirements for greater computing power, ADAS suppliers need to achieve a healthy ''performance to cost ratio'' in order for these technologies to reach mass-market adoption. New ADAS architectures and further collaborations with Tier 1s are expected in order to overcome these massive challenges.

Read this report to get an understanding of their rankings and market shares in 2015-17 and how they will develop over the next 3 years.

Table of Contents

1. Executive Summary (5 pages)

  • 1. ADAS Suppliers' ranking by ADAS revenues: 2015-2020
  • 2. Suppliers' ranking in ADAS Sensors in Europe, USA and China in 2017
  • 3. ADAS Suppliers' ranking in Europe in 2017: Leaders by key sensors: radar, camera
  • 4. ADAS Suppliers' ranking in radar and Lidar: Europe 2017 vs 2020
  • 5. Snapshot of the ADAS market revenues from Top-11 Suppliers in 2020

2. Safety regulation, competition & consumer demand create opportunities for ADAS Suppliers (9 pages)

  • 1. ADAS penetration is rising in key car markets enhancing safety & convenience
  • 2. Changes in safety requirements push ADAS into standard equipment
  • 3. ADAS are not exclusive to the premium car segment any more
  • 4. As the auto industry shifts from HW to SW, suppliers tailor their strategy to lead the ADAS market
  • 5. Learn why suppliers are well-positioned to monetise ADAS growth
  • 6. Challenges for ADAS suppliers

3. Rankings & market shares of ADAS component Suppliers in 2015-20 (17 pages)

  • 1. Ranking of suppliers by Automotive Revenue during 2015-18
  • 2. Ranking of suppliers by total ADAS revenue between 2015-20
    • 1. Learn which Suppliers have recorded the stronger ADAS revenue growth during 2015-17
    • 2. Suppliers' Shares in combined Top-11 ADAS Revenue in 2016-18
  • 3. ADAS-to-Automotive Revenue in 2015-20 for leading Suppliers
  • 4. Ranking of Leading Tier-1s by ADAS Sensor in Europe in 2017-20
    • 1. ADAS sensor technology overview in 2017 by leading supplier
    • 2. Forward-looking radar at 77GHz for ACC & TJA features
    • 3. Corner radar at 24GHz for Blind Spot Monitoring
    • 4. Front-facing camera for AEB, LDW and LKA features
    • 5. Infrared camera for Night Vision systems
    • 6. Driver monitoring camera
    • 7. Lidar for Collision Avoidance redundancy
    • 8. Ultrasonics
  • 5. Ranking of Leading Tier-1s by radar and camera in China in 2017
    • 1. Forward-looking Radar shares in China in 2017
    • 2. Front-facing Camera shares by leading Tier-1s in China 2017
  • 6. Ranking of Leading Tier-1s by radar, camera and ultrasonics in the U.S in 2017
    • Radar shares in USA in 2017: front & corner
    • Front-facing Camera shares by leading Tier-1s in USA 2017
    • Supplier shares in Ultrasonics in USA in 2017

4. Leading suppliers of ADAS hardware components: analysis, portfolio & key figures (44 pages)

  • 1. APTIV
    • 1. Aptiv's ADAS revenues
    • 2. Aptiv's competitive position in ADAS
    • 3. Aptiv's outlook in ADAS by 2020
  • 2. Bosch
    • 1. Bosch's key figures on revenues, sales and production of ADAS sensors
    • 2. Bosch's competitive position in ADAS: components and customers
    • 3. Bosch's outlook in ADAS for 2017-2020
  • 3. Continental
    • 1. Continental's key ADAS figures: revenues, sensor sales and production
    • 2. Continental's ADAS portfolio: components and features
    • 3. Continental's competitive position in ADAS
    • 4. Continental's outlook in ADAS by 2020
  • 4. Denso
    • 1. Denso's key ADAS figures
    • 2. Denso's competitive position in ADAS
    • 3. Denso's outlook in ADAS by 2020
  • 5. Hella
    • 1. Hella's key ADAS figures and sensors
    • 2. Hella's competitive position and outlook in ADAS for 2016-20
  • 6. Hitachi
    • 1. Hitachi's key ADAS figures and sensors
    • 2. Hitachi's outlook in ADAS by 2020
  • 7. Magna
    • 1. Magna's ADAS revenues and portfolio of sensors and features
    • 2. Magna's competitive position in ADAS sensors in Europe and USA
    • 3. Magna's strategy & outlook in ADAS by 2020
  • 8. Mobileye
    • 1. Mobileye's ADAS revenues and portfolio of sensors and features
  • 9. Valeo
    • 1. Valeo's key figures on revenues and sales of ADAS sensors
    • 2. Valeo's competitive position and outlook in the ADAS market
  • 10. Veoneer (Ex-Autoliv)
    • 1. Veoneer's key ADAS figures: revenues and sales of ADAS sensors
    • 2. Veoneer's ADAS portfolio: components and features
    • 3. Veoneer's competitive position in Europe
    • 4. Veoneer's strategy and outlook in ADAS by 2020
  • 11. Zenuity
  • 12. ZF
    • 1. ZF's ADAS revenues and portfolio of sensors and features
    • 2. ZF's competitive position & outlook in ADAS by 2020

5. ADAS Suppliers' Ranking in 2020 & Sensor outlook (10 pages)

  • 1. Forecast of ADAS suppliers' revenues in 2020
  • 2. ADAS-to-Automotive Revenue Forecast for major Suppliers in 2020
  • 3. ADAS & Automated Driving adoption outlook up to 2025
  • 4. OEM & Supplier Consortiums for L3-5 platforms, AMoD and HD maps
  • 5. Outlook for ADAS radar, camera, Lidar, and ultrasonic components
    • Lidar forecast up to 2020 in passenger cars
    • ADAS sensor outlook up to 2020
  • 6. Overview of the ADAS component supplier ecosystem: Tier-1s, 2s and their portfolio