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市場調查報告書

一級ADAS主要供應商的排名和市場份額(到2020年)

Rankings & Market Shares of Top Tier-1 ADAS Suppliers by 2020

出版商 Auto2x Ltd | Automotive Intelligence Consulting 商品編碼 950472
出版日期 內容資訊 英文 94 Pages; 67 Tables; 82 Figures
商品交期: 最快1-2個工作天內
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一級ADAS主要供應商的排名和市場份額(到2020年) Rankings & Market Shares of Top Tier-1 ADAS Suppliers by 2020
出版日期: 2020年03月31日內容資訊: 英文 94 Pages; 67 Tables; 82 Figures
簡介

到2020年一級ADAS頂級供應商的排名和市場份額

在全球範圍內越來越嚴格的法規,維護安全評估系統以及降低傳感器價格和實施成本等因素的支持下,ADAS(高級駕駛員輔助系統)的滲透率有望顯著提高。將會完成。這些事態發展提高了汽車零部件供應商的利潤,並極大地提高了利潤率。

內容

第1章執行摘要

  • 按ADAS收入劃分的ADAS供應商排名(2015-2020年)
  • 歐洲/美國/中國ADAS傳感器供應商排名(2017)
  • 歐洲的ADAS供應商排名(2017):領先的傳感器/雷達/相機領導者
  • 歐洲ADAS供應商排名:雷達/LiDAR(2017/2020)
  • 11個主要供應商的ADAS市場收入:摘要(2020年)

第2章通過安全法規和市場競爭為ADAS供應商提供市場機會

  • 提高ADAS在主要汽車市場的滲透率並提高安全性和便利性
  • 安全要求的變更:ADAS的標準化
  • ADAS滲透率:不再局限於豪華車
  • 從汽車硬件(HW)到軟件(SW)的過渡:戰略的供應商協調和ADAS市場領導地位
  • 瞭解為什麼供應商處於正確的位置以利用ADAS增長獲利
  • ADAS供應商面臨的挑戰

第3章ADAS組件供應商排名和市場份額(2015-18,2020)

  • 按汽車收入劃分的供應商排名(2015-2017)
  • 按ADAS總收入(2015/2018)和未來預測(2020)的供應商排名
    • 各供應商的ADAS收入增長率(2015-2017)
    • 11個主要供應商的ADAS總收入和市場份額(2016-2017)
  • 主要供應商的汽車ADAS收入(2015-2018)
  • 歐洲ADAS傳感器的主要一級供應商排名(2017)
    • 主要供應商對ADAS傳感器技術的概述(2017)
    • 前向監視雷達(77GHz,用於ACC/TJA功能)
    • 角雷達(24GHz,用於盲點檢測/監視)
    • 前置攝像頭(用於AEB/LDW/LKA功能)
    • 紅外攝像頭(用於夜視系統)
    • 駕駛員監控攝像頭
    • LiDAR避免碰撞冗餘
    • 超聲波傳感器
  • 中國雷達和攝像頭市場:排名第一的公司排名(2017年)
    • 中國前向監視雷達市場份額(2017)
    • 中國前置攝像頭市場份額(2017)
  • 美國雷達/相機/超聲波傳感器市場:主要第一級公司排名(2017年)
    • 美國雷達市場份額:前部監視/角落雷達(2017年)
    • 美國前置攝像頭市場:第一大公司的市場份額(2017年)
    • 美國超聲傳感器供應商的市場份額(2017年)

第4章ADAS的主要供應商:分析,產品組合,關鍵指標

  • Aptiv(原為Delphi Automotive)
    • Aptiv的ADAS收益
    • ADAS市場中Aptiv的競爭力
    • ADAS市場的Aptiv業績預測 (至2020年)
  • Bosch
  • Continental
  • 電裝
  • Hella
  • Hitachi Automotive Systems, Ltd.
  • Magna
  • Mobileye
  • Valeo
  • Veoneer(原為Autoliv的電子機器部門)
  • Zenuity
  • ZF

第5章ADAS供應商市場排名和ADAS傳感器市場的未來展望(2020年)

  • ADAS供應商市場收入預測(2020)
  • 從ADAS到主要供應商的汽車的收入預測(2020)
  • ADAS/自動駕駛展望(至2025年)
  • OEM/供應商聯盟:L3-5平台,AMoD,高清地圖
  • 按組成部分的未來展望:ADAS雷達,攝像機,LiDAR,超聲波傳感器
    • 乘用車激光雷達市場預測(至2020年)
    • ADAS傳感器市場的未來展望(至2020年)
  • ADAS組件供應商生態系統(概述):第1層/第2層供應商及其產品組合
目錄

Rankings & market shares of Top Tier-1 ADAS Suppliers by 2020

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 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.

ADAS Component Revenue from Top-11 Tier-1 Suppliers will almost double by 2020 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, 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.

Suppliers are well-positioned to monetise 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 monetise the strong demand from carmakers and new entrants.

Already, Top ADAS Tier-1s such as Bosch, Continental, Aptiv and Autoliv, have 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.

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 2014-15 by ADAS revenues and provides forecasts for 2016-2020.

2019 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.

2019 will see 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 2020, 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.

Changes in safety rating scoring, as well as new safety requirements, push car OEMs to fit ADAS as standard equipment

In Europe, EuroNCAP extentsto 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)

  • 1.1. ADAS Suppliers' ranking by ADAS revenues: 2015-2020
  • 1.2. Suppliers' ranking in ADAS Sensors in Europe, USA and China in 2017
  • 1.3. ADAS Suppliers' ranking in Europe in 2017: Leaders by key sensors: radar, camera
  • 1.4. ADAS Suppliers' ranking in radar and Lidar: Europe 2017 vs 2020
  • 1.5. Snapshot of the ADAS market revenues from Top-11 Suppliers in 2020

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

  • 2.1. ADAS penetration is rising in key car markets enhancing safety & convenience
  • 2.2. Changes in safety requirements push ADAS into standard equipment
  • 2.3. ADAS are not exclusive to the premium car segment any more
  • 2.4. As the auto industry shifts from HW to SW, suppliers tailor their strategy to lead the ADAS market
  • 2.5. Learn why suppliers are well-positioned to monetize ADAS growth
  • 2.6. Challenges for ADAS suppliers

3. Rankings & market shares of ADAS component Suppliers in 2015-18 & '20 (17 pages)

  • 3.1. Ranking of suppliers by Automotive Revenue during 2015-17
  • 3.2. Ranking of suppliers by total ADAS revenue between 2015 & 2018 & Forecast up to 2020
    • 3.2.1. Learn which Suppliers have recorded the stronger ADAS revenue growth during 2015-17
    • 3.2.2. Suppliers' Shares in combined Top-11 ADAS Revenue in 2016-17
  • 3.3. ADAS-to-Automotive Revenue in 2015-18 & 2020 for leading Suppliers
  • 3.4. Ranking of Leading Tier-1s by ADAS Sensor in Europe in 2017
    • 3.4.1. ADAS sensor technology overview in 2017 by leading supplier
    • 3.4.2. Forward-looking radar at 77GHz for ACC & TJA features
    • 3.4.3. Corner radar at 24GHz for Blind Spot Monitoring
    • 3.4.4. Front-facing camera for AEB, LDW and LKA features
    • 3.4.5. Infrared camera for Night Vision systems
    • 3.4.6. Driver monitoring camera
    • 3.4.7. Lidar for Collision Avoidance redundancy
    • 3.4.8. Ultrasonics
  • 3.5. Ranking of Leading Tier-1s by radar and camera in China in 2017
    • 3.5.1. Forward-looking Radar shares in China in 2017
    • 3.5.2. Front-facing Camera shares by leading Tier-1s in China 2017
  • 3.6. Ranking of Leading Tier-1s by radar, camera and ultrasonics in the U.S in 2017
    • 3.6.1. Radar shares in USA in 2017: front & corner
    • 3.6.2. Front-facing Camera shares by leading Tier-1s in USA 2017
    • 3.6.3. Supplier shares in Ultrasonics in USA in 2017

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

  • 4.1. Aptiv (ex-Delphi Automotive)
    • 4.1.1. Aptiv's ADAS revenues
    • 4.1.2. Aptiv's competitive position in ADAS
    • 4.1.3. Aptiv's outlook in ADAS by 2020
  • 4.2. Bosch
    • 4.2.1. Bosch's key figures on revenues, sales and production of ADAS sensors
    • 4.2.2. Bosch's competitive position in ADAS: components and customers
    • 4.2.3. Bosch's outlook in ADAS for 2017-2020
  • 4.3. Continental
    • 4.3.1. Continental's key ADAS figures: revenues, sensor sales and production
    • 4.3.2. Continental's ADAS portfolio: components and features
    • 4.3.3. Continental's competitive position in ADAS
    • 4.3.4. Continental's outlook in ADAS by 2020
  • 4.4. Denso
    • 4.4.1. Denso's key ADAS figures
    • 4.4.2. Denso's competitive position in ADAS
    • 4.4.3. Denso's outlook in ADAS by 2020
  • 4.5. Hella
    • 4.5.1. Hella's key ADAS figures and sensors
    • 4.5.2. Hella's competitive position and outlook in ADAS for 2016-2020
  • 4.6. Hitachi
    • 4.6.1. Hitachi's key ADAS figures and sensors
    • 4.6.2. Hitachi's outlook in ADAS by 2020
  • 4.7. Magna
    • 4.7.1. Magna's ADAS revenues and portfolio of sensors and features
    • 4.7.2. Magna's competitive position in ADAS sensors in Europe and USA
    • 4.7.3. Magna's strategy & outlook in ADAS by 2020
  • 4.8. Mobileye
    • 4.8.1. Mobileye's ADAS revenues and portfolio of sensors and features
  • 4.9. Valeo
    • 4.9.1. Valeo's key figures on revenues and sales of ADAS sensors
    • 4.9.2. Valeo's competitive position and outlook in the ADAS market
  • 4.10. Veoneer (ex-Autoliv's Electronics Segment)
    • 4.10.1. Veoneer's key ADAS figures: revenues and sales of ADAS sensors
    • 4.10.2. Veoneer's ADAS portfolio: components and features
    • 4.10.3. Veoneer's competitive position in Europe
    • 4.10.4. Veoneer's strategy and outlook in ADAS by 2020
  • 4.11. Zenuity
  • 4.12. ZF
    • 4.12.1. ZF's ADAS revenues and portfolio of sensors and features
    • 4.12.2. ZF's competitive position & outlook in ADAS by 2020

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

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

Tables

  • Table 1.1: Suppliers' ranking in ADAS Sensor sales in Europe, USA and China in 2017 (Top-3 ranking)
  • Table 1.2: Suppliers' shares in radar, camera for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 2.1: ADAS Regulation and NCAP requirements in Europe, North America and Asia Pacific up to 2020
  • Table 2.2: How to position better and capture more value in ADAS
  • Table 2.3: ADAS suppliers' activities to monetize growth in ADAS (investment in capacity, personnel, other)
  • Table 2.4: ADAS suppliers' new product deployment by leading suppliers up to 2022
  • Table 3.1: Explanation of derivations for the rankings of suppliers by Automotive Revenues 2015-17
  • Table 3.2: Average Exchange rate for the ranking of ADAS Suppliers in 2015-17 (EUR, USD, JPY and KRW)
  • Table 3.3: Ranking of suppliers by ADAS revenues in 2015-20 and explanation of the ranking derivations (EUR)
  • Table 3.4: Suppliers' Shares in Top-11 ADAS Revenue in 2016-17 (%)
  • Table 3.5: Suppliers' shares in radar, camera and Lidar for ADAS features in Europe in 2017 (% share, ranking)
  • Table 3.6: Overview of radar, camera, Lidar, ultrasonic, sensor fusion and processors by supplier (At Q2-2018)
  • Table 3.7: Suppliers' shares in front radar for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.8: Suppliers' shares in corner radar for Blind Spot Monitoring in Europe in 2017 (%, ranking)
  • Table 3.9: Suppliers' shares in forward-looking camera for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.10: Lidar types offered by leading Suppliers and their OEM customers
  • Table 3.11: Suppliers' shares in forward-looking radar for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.12: Suppliers' shares in front-facing camera for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.13: Suppliers' ranking in ADAS Sensor sales in USA in 2017 (Top-3 ranking in radar, camera, ultrasonics)
  • Table 3.14: Top-5 Suppliers' ranking in ADAS radar sales in USA in 2017 (% share, ranking position)
  • Table 4.1: Overview of Aptiv's ADAS portfolio (Features, sensors, revenues and key people)
  • Table 4.2: Aptiv's ADAS revenues 2014-2020 (USD Million, AGR, CAGR)
  • Table 4.3: Aptiv's rankings in the European ADAS market 2017: radar, camera and short-range Lidar
  • Table 4.4: Aptiv's acquisitions in the ADAS marketplace during 2015-18
  • Table 4.5: Bosch's quotes on the development of its ADAS business
  • Table 4.6: Overview of Bosch's ADAS portfolio (Features, sensors, revenues, production, and key people)
  • Table 4.7: Bosch's rankings in the European ADAS market 2017: radar, camera and ultrasonic sensors
  • Table 4.8: Bosch's clients: Brands/models that Bosch supports with ADAS content (Europe, 2017)
  • Table 4.9: Bosch's automated driving roadmap 2015-2025+ (Source: Bosch 2016)
  • Table 4.10: Overview of Continental's ADAS portfolio (Features, sensors, sales, production, and key people)
  • Table 4.11: Continental's ADAS revenues 2014-17 and forecast until 2020 (EUR Million, CAGR)
  • Table 4.12: Continental's rankings in the European ADAS market 2017: radar, camera and short-range Lidar
  • Table 4.13: Continental's M&A and partnerships in the ADAS marketplace during 2013 and 2018
  • Table 4.14: Overview of Denso's ADAS portfolio (Features, sensors, sales)
  • Table 4.15: Denso's rankings in the European ADAS market 2017: radar, camera and ultrasonics
  • Table 4.16: Denso's customers by ADAS sensor
  • Table 4.17: Denso's JV and partnerships in the ADAS marketplace during 2014-18
  • Table 4.18: Overview of Hella's ADAS portfolio (Features, sensors, key people)
  • Table 4.19: Hella's rankings in the European ADAS market 2017: radar and camera
  • Table 4.20: Overview of Hitachi's ADAS portfolio (Features, sensors, revenues and key people)
  • Table 4.21: Magna's ADAS revenues 2015-18 and forecast until 2020 ($ Million, AGR)
  • Table 4.22: Magna's quotes on ADAS from its Annual Report 2018
  • Table 4.23: Overview of Magna's ADAS portfolio (Features, sensors, revenues, key people, roadmap)
  • Table 4.24: Magna's rankings in the European ADAS market 2017 in radar, camera and Lidar in 2020 (%)
  • Table 4.25: Mobileye's ADAS revenues 2015-18 and forecast until 2020 (€ Billion, AGR)
  • Table 4.26: Overview of Mobileye's ADAS portfolio (Features, sensors, revenues, volume and key people)
  • Table 4.27: Overview of Valeo's ADAS portfolio (Features, sensors, sales, production, and key people)
  • Table 4.28: Valeo's rankings in the European ADAS market 2017: radar, camera and ultrasonics
  • Table 4.29: Veoneer's sales by product type between 2012 and 2018 ($ Million, AGR, CAGR)
  • Table 4.30: Veoneer's ADAS revenues 2012-18 and forecast until 2025 ($ Million, AGR)
  • Table 4.31: Veoneer's quotes on ADAS from its Annual Report 2018
  • Table 4.32: Overview of Veoneer's ADAS portfolio (Features, sensors, revenues, volume and key people)
  • Table 4.33: Veoneer's rankings in the European ADAS market 2017: radar, camera
  • Table 4.34: Veoneer's clients-Brands/models that Autoliv supports with ADAS content (Europe, 2017)
  • Table 4.35: Veoneer's M&A and partnerships in the ADAS marketplace
  • Table 4.36: Zenuity's partnerships in the ADAS marketplace
  • Table 4.37: Overview of ZF's ADAS portfolio (Features, sensors)
  • Table 4.38: ZF's rankings & shares in the European, USA & Chinese ADAS market 2017: radar, camera
  • Table 4.39: ZF's ADAS revenues 2012-18 and forecast until 2020 (€Billion, AGR)
  • Table 5.1: Forecast of ADAS suppliers' revenues in 2020 & Ranking 2020 (EUR Billion, CAGR, % Change)
  • Table 5.2: ADAS-to-Automotive revenue between 2017 and 2020 and ranking for major suppliers (%)
  • Table 5.3: Required vs Optional sensor set for L3 Driving and Parking features (radar, camera, Lidar, maps)
  • Table 5.4: Aggregate car sales by Level of Automation in EU, USA and China 2015-20 and 2025 (Million, AGR)
  • Table 5.5: Overview of some key strategic partnerships & investment to unlock higher levels of automation
  • Table 5.6: Lidar market size forecast for L3/L3+ and L4 between 2020 and 2030 (USD Bn, AGR, CAGR)
  • Table 5.7 Trends in ADAS sensors between 2017-20
  • Table 5.8: ADAS component supplier ecosystem: 30 Tier-1s/2s, their features and sensor portfolio

Figures

  • Figure 1.1: ADAS Suppliers revenues 2015-2020 (In billion EUR, *Annualised)
  • Figure 1.2 Suppliers' shares in European L2 radar and camera sales in 2017 (%)
  • Figure 1.3: 2020 Suppliers' shares in European L3 radar (%)
  • Figure 1.4: Suppliers' shares in Lidar in Europe in 2020 (%)
  • Figure 1.5: ADAS Sensor product roadmap from major ADAS Suppliers between 2017 & 2020 (Not exhaustive)
  • Figure 1.6: ADAS Component / Sensor revenue forecast 2015-2020 (EUR Bn)
  • Figure 1.7: Shares of ADAS Suppliers in ADAS Component/sensor revenue in 2018 vs 2020 (%)
  • Figure 2.1: ADAS penetration by Feature in new car sales in the UK between 2015 and 2016 (Penetration %)
  • Figure 2.2: ADAS Penetration by Feature in new car sales in Germany between 2013 and 2016 (%)
  • Figure 2.3: Shares of "Supervised-driving" (L0-2) vs "Conditionally & Fully-Unsupervised" (L4/5) in EU, 2021
  • Figure 2.4: ADAS regulation vs NCAP recommended technologies across major geographies until 2020
  • Figure 3.1: Ranking of suppliers by Automotive Revenue in 2015-17 (Millions of USD,*annualised)
  • Figure 3.2: Automotive revenue of leading European ADAS Suppliers 2014-17, (Million EUR, *annualised)
  • Figure 3.3: Combined Automotive Revenue from Top-10 Suppliers in 2016-17 & Suppliers' Shares in '17 ($M,%)
  • Figure 3.4: Ranking of Suppliers based on global revenues generated by their ADAS division in 2015-20 (Bn EUR)
  • Figure 3.5: Suppliers' ADAS revenue growth between 2015 and 2017 (CAGR %)
  • Figure 3.6: Suppliers' Shares in Top-11 ADAS Revenue 2017
  • Figure 3.7: ADAS revenues of leading Tier-1 suppliers as % of their Automotive revenue between 2015-17 (%)
  • Figure 3.8: Suppliers of radar, camera and other sensors by leading model in 2017-18
  • Figure 3.9: Suppliers' shares in L1 radar in Europe 2017 (%)
  • Figure 3.10: Suppliers' shares in L2 radar in Europe (%)
  • Figure 3.11: Suppliers' shares in L1+L2 77GHz radar, Europe '17 (%)
  • Figure 3.12: Suppliers' shares in L1 camera in Europe 2017 (%)
  • Figure 3.13: Suppliers' shares in L2 camera in Europe '17 (%)
  • Figure 3.14: Suppliers' shares in L1+L2 camera in Europe in '17 (%)
  • Figure 3.15: Suppliers' shares in Infrared camera, Europe in '17 (%)
  • Figure 3.16: Suppliers' shares in Lidar in Europe in 2017 (%)
  • Figure 3.17: Suppliers' shares in Ultrasonics in Europe in 2017 (%)
  • Figure 3.18: Suppliers' shares in forward-looking radar for L1 & L2 ADAS in USA in 2017 (%, ranking)
  • Figure 3.19: Suppliers' shares in L1+L2 and infrared camera in USA in 2017 (%)
  • Figure 3.20: Supplier shares in ultrasonics in USA in 2017
  • Figure 4.1: Delphi's sales revenue 2014-2018 prior to APTIV spinoff ($Million, AGR, Year-end: 31-Dec)
  • Figure 4.2: APTIV's revenue by segment 2017-18 ($ Mn) before and after spinoff ($M, Year-end: 31-Dec)
  • Figure 4.3: Aptiv's 77GHz radar customers, Europe, 2017
  • Figure 4.4: Delphi's Lidar customers, Europe 2017
  • Figure 4.5: Aptiv's ADAS revenues 2014-2020 (USD Million, AGR)
  • Figure 4.6: Bosch's sales revenue by segment 2014-2017 (Million Euros, AGR, Year-end: 31 Dec)
  • Figure 4.7: Bosch's sales revenue 2015 & 2017 by division & ADAS (Y-E: 31 Dec) / Source: Auto2x analysis
  • Figure 4.8: Bosch's total sales of ADAS sensors and brake-down by radar and camera 2013-2017 (M)
  • Figure 4.9: Bosch's ADAS sales revenues 2014-2020 (€ Million, AGR and AV Roadmap (Source: Auto2x 2018)
  • Figure 4.10: Continental's sales revenue 2013-2017 (Year-end:31-Dec, Million Euro, AGR)
  • Figure 4.11: Continental's sales revenue 2014, 2015 and 2017 by division & ADAS (%, Year-end: 31-Dec)
  • Figure. 4.12: Continental's ADAS revenues 2014-17 (EUR M, CAGR) / Source: Continental, Auto2x analysis 2018
  • Figure 4.13: Continental's ADAS sales units 2013-17 (Million, AGR, CAGR)
  • Figure 4.14: Continental's front radar customers in Europe, '17 (%)
  • Figure 4.15: Continental's camera customers in Europe, '17 (%)
  • Figure 4.16: Continental's ADAS revenues 2014-18 and forecast until 2020 (EUR Million, AGR, CAGR)
  • Figure 4.17: Denso's sales revenue for Fiscal Year 2012-2018 (Year-end: 31 Mar, Billion Yen, AGR)
  • Figure 4.18: Denso's sales revenue FY 2015 and 2017 by division & ADAS (%)
  • Figure 4.19: Denso's ADAS revenues CY 2015-17 (EUR Bn, Annualised)
  • Figure 4.20: Hella's sales revenues Fiscal Year 2013-2017 (Million Euros, AGR, Year-end:31 May)
  • Figure 4.21: Hella's sales revenues in FY 2015 vs '17 by division & ADAS (%) (Source: Hella, Auto2x 2018)
  • Figure 4.22: Hella's annualised ADAS revenues for CY 2014-17 (EUR Million, AGR)
  • Figure 4.23: Hella's 24GHz radar customers in Europe in 2017 (%)
  • Figure 4.24: Hitachi Automotive Systems' Fiscal & Annualized revenues 2015-18 (Billion JPY, AGR)
  • Figure 4.25: Hitachi's ADAS sales revenues 2015-2018 and forecast 2020 (EUR Million, AGR, Annualized)
  • Figure 4.25: Magna's revenue 2014-18 (USD Millions, AGR, Year-end: 31 Dec)
  • Figure 4.26 & 4.27: Magna's sales 2017 & '18 by segment & ADAS (Year end: 31 Dec)
  • Figure 4.28: Magna's position in radar and camera in the U.S in 2017 & Lidar in Europe in 2020 (%)
  • Figure 4.29: Magna's ADAS sales revenues 2015-2017 and forecast 2018-20 ($ Million, AGR, Year-end: 31 Dec)
  • Figure 4.30: Mobileye's EyeQ chip total volumes shipped 2014-18 (Million, AGR, Year-end: 31 Dec)
  • Figure 4.31: Valeo's sales revenue 2013-2017 (Year-end: 31-Dec, €Million, AGR, CAGR)
  • Figure 4.32: Valeo's 2017 sales revenue by segment and ADAS (%)
  • Figure 4.33: Valeo's ADAS revenues 2013-17 (€ Million, AGR)
  • Figure 4.34: Veoneer's revenue 2012-17 ($Millions, AGR, Year-end: 31 Dec)
  • Figure 4.35: Veoneer's ADAS sales revenues 2012-2017 and forecast 2018-20 ($ Million, AGR, Year-end: 31 Dec)
  • Figure 4.36: Veoneer's sales of Active safety sensors 2015-17 (Million units)
  • Figure 4.37: Veoneer's shares in the European market for L2 in 2017: front-camera and radar (% share)
  • Figure 4.38: Veoneer's ADAS sales revenues 2012-2017 and forecast 2019-20 ($ Million, AGR, Year-end: 31 Dec
  • Figure 4.39: ZF's revenues by Division in 2017-18 (Million Euro)
  • Figure 4.40: ZF's shares and ranking in the European camera and radar market in 2017 (%)
  • Figure 4.41: ZF's shares and ranking in US corner radar and China's front camera in 2017 (%)
  • Figure 5.1: Forecast of ADAS revenue growth for major Suppliers between 2015-20 (CAGR, %) (Source: Auto2x)
  • Figure 5.2: ADAS revenues of leading Tier-1 suppliers as % of their Automotive revenue between 2017 & '20 (%)
  • Figure 5.3: Level 2 Driving & Parking model offerings in Europe between 2013 and 2018 (Source: Auto2x)
  • Figure 5.4: AD Level penetration in EU, USA and China between 2014 to 2020 (%)
  • Figure 5.5: Consortiums for L3-5 platforms, Automated-Mobility on Demand and HD maps
  • Figure 5.6: Lidar market size forecast for L3/L3+ and L4 between 2020 and 2030 (USD Bn, AGR, CAGR
  • Figure 5.7: Lidar market size forecast in Europe, USA, China and Japan between 2021 & 2030
  • Figure 5.8: L4 Lidar shipments in Europe, USA, China and Japan by 2025 (Million)
  • Figure 5.9: Lidar ASP forecast between 2021 and 2030 ($)
  • Figure 5.10: ADAS Sensors and V2V-V2I pave the way to Autonomous Vehicles