美國 4 級自動駕駛卡車市場：市場增長潛力和最後一英裡 B2C 交付

到 2040 年，31.4% 的最後一英裡 B2C 交付細分市場預計將由 1-6 級自動駕駛汽車提供服務，自動駕駛總收入預計將達到約 699.8 億美元。

本報告考察了美國 4 級自動駕駛卡車市場，並提供了市場概覽、戰略要務、增長機會等。

內容

戰略要務

• 為什麼增長越來越難？
• 戰略要務
• 三大戰略要務的影響
• 增長機會加速增長管道引擎

成長環境

• 車輛自動化程度
• SAE 定義的影響
• 各種區域自動化工具
• 最後一英裡配送業務的細分
• 最後一英裡 B2C 交付模式 - 傳統和自主
• 自主企業測試/部署環境
• 調查範圍
• 調查的目的和目標
• 自主技術細分
• 增長動力
• 抑制增長的因素
• 增長指標

預測性研究方法

• 預測研究方法

第 1 部分 - 最後一英裡 B2C 交付類 1-6 VIO 預測

• 美國零售總額 - 所有主要的最後一英裡細分市場
• 細分市場分類 #1 - 汽車零配件
• 細分分類 #2 - 內部硬件
• 細分分類 #3 - 電子設備
• 細分分類 #4 – 雜貨和其他必需品
• 細分分類 #5 – 非商店零售商
• 細分分類 #6 - 其他產品
• 1-6 類最後一英裡 B2C 交付 VIO

第 2 部分 - 大都市地區的分階段自主準備情況預測

• 按自治度得分選出前 384 個都市區
• 影響自治路線就緒性的因素 - 人口得分
• 影響自治路線就緒性的因素 - 人口密度
• 影響自主路線就緒性的因素 - 消耗分數
• 影響自主路線就緒性的因素 - 年齡組得分
• 影響自主路線就緒性的因素 - 監管分數
• 第一階段大都市區選擇 - 投影 TAAM &SAAM
• 第 2 階段大都市區選擇 - 投影 TAAM &SAAM
• 第 3 階段大都市區選擇 - 預測 TAAM 和 SAAM
• 東京都市區選擇摘要~預測的 TAAM 和 SAAM~

第 3 部分 - 最後一英裡 B2C 交付中的總自主 CV 預測

結論

市場進入者簡介

• Udelv
• Gatik
• Robomart

增長機會領域

• 增長機會 1 - 有利的自主監管
• 增長機會 2 - 自主盈利潛力
• 增長機會 3 - 新應用和多樣化的操作條件

下一步

Transformational Growth of Autonomous Vehicle Adoption to Result in 31.4% Autonomously-driven Last-mile B2C Deliveries in 2040

Autonomous trucks are the next logical step to overcome logistics bottlenecks and match pace with the rapidly changing freight carriage ecosystem. Unlike human drivers, who must limit their operating hours to remain safe, autonomous systems can operate trucks 24-7, increasing commodity flow in the freight value system. Several leading automotive OEMs have taken the initiative to develop and test their autonomous technologies, while some have invested in emerging technology start-ups.

The Society of Automotive Engineers (SAE) defines 5 levels of vehicle automation. The higher the level, the higher the transfer of driving responsibility to machines, with L4 and L5 being very high automation. Each segment of transportation has scope for automation. The level of complexity varies, but for journeys ranging in length, from last-mile delivery and utility applications within a city to interstate long-haul transport, automated vehicles can change the transportation landscape.

This report focuses on the last-mile B2C delivery segment, where the product reaches the customer's location. It can include food and groceries from a neighborhood store or eCommerce parcels from local fulfillment centers. The routes are usually multistop, with deliveries at multiple customer locations in a single trip, and the weight of the goods varies.

The report analyzes application-wise retail sales data in the last-mile B2C delivery segment to calculate the potential total vehicles in operation, catered by Class 1 to 6 commercial vehicles. The total autonomous addressable market (TAAM) and the share of autonomous adoption within the addressable market (SAAM) are calculated for 2022, 2030, and 2040 by grass root analysis of each metropolitan area and phase-wise segregation of adoption.

Per Frost & Sullivan estimates, by 2040, 31.4% of the last-mile B2C delivery segment will be catered by autonomous Class 1 to 6 vehicles, and the total autonomous revenue will be approximately $69.98 B.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Levels of Vehicle Automation
• Impact of SAE Definitions
• Different Territorial Avenues for Automation
• Breakdown for Last-mile Delivery Operations
• Delivery Modes in Last-mile B2C-Conventional versus Autonomous
• Autonomous Companies' Testing/Deployment Landscape
• Research Scope
• Research Aims and Objectives
• Autonomous Technology Segmentation
• Growth Drivers
• Growth Restraints
• Growth Metrics

Forecast Methodology

• Forecast Methodology

Segment 1-Last-mile B2C Delivery Class 1-6 VIO Forecast

• Total US Retail Sales-All Major Last-mile Segment Applications
• Segment Classification #1-Auto Parts & Accessories
• Segment Classification #2-Home Decor & Hardware
• Segment Classification #3-Electronics & Appliances
• Segment Classification #4-Grocery & Other Necessities
• Segment Classification #5-Nonstore Retailer
• Segment Classification #6-Other Merchandise
• Class 1-6 Last-mile B2C Delivery VIO

Segment 2-Forecasting Phase-wise Autonomous Readiness of Metropolitan Areas

• Selection of Top 384 Metropolitan Areas for Autonomous Score
• Factors Impacting Autonomous Route Readiness-Population Score
• Factors Impacting Autonomous Route Readiness-Population Density
• Factors Impacting Autonomous Route Readiness-Consumption Score
• Factors Impacting Autonomous Route Readiness-Age Group Score
• Factors Impacting Autonomous Route Readiness-Regulation Score
• Phase 1 Metropolitan Area Selection-Forecasting TAAM & SAAM
• Phase 2 Metropolitan Area Selection-Forecasting TAAM & SAAM
• Phase 3 Metropolitan Area Selection-Forecasting TAAM & SAAM
• Summary of Metropolitan Area Selection-Forecasting TAAM & SAAM

Segment 3-Forecast of Total Autonomous CVs in Last-mile B2C Delivery

• Total Class 1-6 Last-mile B2C Delivery VIO-Application-wise Split
• Total Class 1-6 Last-mile B2C Delivery TAAM VIO-Application-wise Split
• Total Class 1-6 Last-mile B2C Delivery SAAM VIO-Application-wise Spilt
• Total Class 1-6 Last-mile B2C Delivery-Revenue Forecast

Conclusion

• Class 1-6 Autonomous Vehicles in Last-mile B2C Delivery-Units & Revenue Potential
• Key Takeaways

Last-mile B2C Autonomous Player Profiles

• Udelv
• Gatik
• Robomart*

Growth Opportunity Universe

• Growth Opportunity 1-Favorable Autonomous Regulations
• Growth Opportunity 1-Favorable Autonomous Regulations (continued)
• Growth Opportunity 2-Autonomous Revenue Potential
• Growth Opportunity 2-Autonomous Revenue Potential (continued)
• Growth Opportunity 3-New Applications and Diverse Operational Conditions
• Growth Opportunity 3-New Applications and Diverse Operational Conditions (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer