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市場調查報告書
商品編碼
1395911
摩托車高級駕駛輔助系統產業成長機會的策略概況Strategic Overview of the Growth Opportunities in the Two-wheeler Advanced Rider-assistance System Industry |
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對摩托車相關事故增加的擔憂以及OEM和政府對改善騎士輔助的關注將推動 ARAS 在摩托車中的採用。
全球摩托車市場正從內燃機（ICE）摩托車過渡到電動二輪車。在此背景下，軟體定義平台的設計和開發對於OEM來說至關重要。此外，由於線上社群媒體的影響，消費者對汽車規格的了解越來越多，並開始要求先進的安全系統。
新進入者和新產品的推出已經擠滿了這個細分市場。目前，兩輪車的 ARAS 模組對於大型通勤市場的乘客來說不是一個選擇，因為它們目前對於成本敏感的市場來說太昂貴了。售後 ARAS 模組很容易因暴露的安裝點而被篡改、盜竊和損壞。
隨著政府和私人公司推廣微型交通以實現淨零目標，兩輪車的普及不斷上升，摩托車事故也增加。支援 V2X 的 ARAS 克服了配備 ADAS 的車輛在識別兩輪車輛方面的限制。
來自電動二輪車軟體定義平台的連網型功能和即時 ARAS資料的提取代表著巨大的商機。透過 ARAS 提高騎士安全並減少事故發生的機會可能會吸引新騎士。這可以透過面向未來的兩輪車輛自主性並為更先進的騎士輔助技術奠定基礎來實現。
2022年，中國將擁有全球最大的電動自行車市場佔有率，達到86.6%，其次是德國（4.54%）和美國（1.55%）。由於電動自行車技術的進步、人們對健康和健身的興趣以及環境問題，對電動自行車的需求逐年增加。隨著比普通自行車更強大的電動自行車變得越來越普及，人們對騎士安全的擔憂也越來越多。全球電動二輪車（E2W）銷量約85%是在中國製造，但2022年銷量將下降12%（與2021年相比）。市場預計將達到飽和狀態。
促進電動兩輪車使用的法規是整個歐洲的主要動力。補貼和獎勵正在推動亞洲和拉丁美洲的新興市場發展。傳統兩輪車原始OEM進入E2W市場是全球重要的促銷。自2020年以來，全球ICE摩托車銷售開始感受到來自E2W的競爭，特別是隨著新興新興企業和ICE摩托車OEM進入E2W 。通勤者群體仍然是消費者從 ICE 遷移到E2W的主要動力。儘管從 ICE 到E2W的轉變正在與前一年同期比較加速，但 ICE 兩輪車市場在未來十年可能仍然很重要。
目錄
戰略問題
- 為什麼成長如此困難？
- The Strategic Imperative 8（TM）
- 關鍵策略推動力對摩托車高階駕駛輔助系統產業的影響
- 成長機會推動Growth Pipeline Engine（TM）
成長環境
- 摩托車安全形勢
- 摩托車安全裝備
- 配備先進駕駛輔助系統 (ADAS) 的車輛事故減少率
- 按 ARAS 類型分類的競爭形勢
- 摩托車ARAS零件生態系統公司
成長機會分析
- 分析範圍
- 按摩托車類型細分
- ARAS 定義和按類型細分
- 著名摩托車 ARAS 供應商
- 著名摩托車OEM提供 ARAS 作為工廠安裝的產品
- 市場促進因素
- 市場抑制因素
- 主要危險因子
- 對摩托車死亡人數增加的擔憂
- 影響 ARAS 的宏觀經濟因素
- 波特的汽車新機遇五力
- 全球內燃機摩托車銷售：2018-2022
- 全球電動摩托車銷量：2018-2022
- 全球電動自行車銷量：2018-2022
五個主要趨勢
- 專用車輛 (PBV) 摩托車平台
- 連網型技術服務
- 擴大 ADAS 在汽車中的採用
- 具有嵌入式用戶身份模組 (eSIM) 的汽車銷售
- 政府規章
競爭形勢分析
- 售後市場ARAS模組的競爭分析
- OE安裝ARAS模組的競爭分析
- OEM ARAS形勢
- Bosch Mobility
- Continental Engineering Services (CES)
- Ride Vision
- Rider Dome
- Bryton
- Magene
- Innovv Tech
- Garmin Ltd.
- Boreal Bikes
成長機會宇宙
- 成長機會1：擴大摩托車的個人和商業用途
- 成長機會2：摩托車作為資料收集中心
- 成長機會 3：擴大 ADAS 在汽車的採用
- 圖表列表
- 免責聲明
Concerns Over the Rising Two-wheeler Related Accidents and the Focus on Improving Rider Assistance by OEMs and Governments will Drive the Adoption of ARAS in Two-wheelers
Global two-wheeler markets are transitioning from internal combustion engine (ICE) two-wheelers to electric two-wheelers. In that context, the design and development of software-defined platforms are crucial for OEMs. Furthermore, consumers are becoming deeply knowledgeable about vehicle specifications thanks to the influence of online social media and have started to demand advanced safety systems.
The entry of new players and new product launches has crowded the segment. Two-wheeler ARAS modules are currently expensive for cost-sensitive markets, so they're not an option for the larger commuter segment riders. Aftermarket ARAS modules are susceptible to tampering, theft, and damage due to exposed fitting.
There has been an increasing number of accidents involving two-wheelers due to the rising two-wheeler adoption, as governments and private players promote micromobility to achieve net-zero targets. V2X-enabled ARAS will overcome the limitations of ADAS-equipped cars in recognizing two-wheelers.
Electric two-wheelers' software-defined platforms and connected features that result from extracting real-time ARAS data are immense business opportunities. Improving rider safety and reducing the chances of accidents with ARAS will attract new riders-this can be achieved by future-proofing autonomous riding in two-wheelers, laying the foundation for more advanced rider assistance technologies.
China is the largest contributor to e-bike sales globally with 86.6% market share in 2022 followed by Germany with 4.54% and the United States with 1.55%. E-bike demand is growing year on year due to advancements in e-bike technology, health and fitness concerns, and environmental concerns. As e-bikes, which are more powerful than common bicycles, become more widespread, so do concerns about rider safety. Some 85% of global electric two-wheeler (E2W) sales happen in China in spite of a 12% dip in sales in 2022 (compared to 2021). The market is expected to reach saturation.
Regulations favoring E2W usage are a significant driver across Europe. Subsidies and incentives are driving developing markets across Asia and Latin America. The entry of traditional two-wheeler OEMs into the E2W market is a significant sales driver globally. Global ICE two-wheeler sales have started to feel the competition from E2Ws after 2020, especially from emerging startups and the entry of ICE two-wheeler OEMs into the E2W space. The commuter segment remains the main driver for consumers' transition from ICE to E2Ws. Even though the transition from ICE to E2W accelerates YoY, the ICE 2W market will remain a significant market during this decade.
Table of Contents
Strategic Imperatives
- Why Is It Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the Two-wheeler Advanced Rider-assistance System Industry
- Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Environment
- Two-wheeler Safety Landscape
- Two-wheeler Safety Equipment
- Accident Reduction Rates in Cars with Advanced Driving Assistance Systems (ADAS)
- Competitive Landscape by ARAS Type
- 2W ARAS Components Ecosystem Players
Growth Opportunity Analysis
- Scope of Analysis
- Segmentation by 2W Type
- Definition and Segmentation of ARAS by Type
- Notable 2W ARAS Suppliers
- Notable 2W OEMs Offering ARAS as Factory Fitment
- Market Drivers
- Market Restraints
- Key Risk actors or raffic njuries
- Concerns Over Increasing Two-wheeler Fatalities
- Macroeconomic Factors Influencing ARAS
- Porter's Five Forces on New Business Opportunities in Automotive
- Global ICE 2W Sales 2018-2022
- Global E2W Sales 2018-2022
- Global eBike Sales 2018-2022
Top 5 Trends
- Purpose-built Vehicle (PBV) 2W Platforms
- Connected Technology Services
- Increasing Adoption of ADAS in Cars
- In-vehicle Sales through an Embedded Subscriber Identity Module (eSIM)
- Government Regulations
Competitive Landscape Analysis
- Competitive Analysis of Aftermarket ARAS Modules
- Competitive Analysis of OE Fitted ARAS Modules
- OEM ARAS Landscape
- Bosch Mobility
- Continental Engineering Services (CES)
- Ride Vision
- Rider Dome
- Bryton
- Magene
- Innovv Tech
- Garmin Ltd.
- Boreal Bikes
Growth Opportunity Universe
- Growth Opportunity 1: Increasing Application of 2Ws in Personal and Commercial Use
- Growth Opportunity 2: 2Ws as Data Collection Centers
- Growth Opportunity 3: Increasing Adoption of ADAS in Cars
- List of Exhibits
- Legal Disclaimer
