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L2+ 自動化輔助駕駛的成長機會
市場調查報告書
商品編碼
1408138

L2+ 自動化輔助駕駛的成長機會

Growth Opportunities in L2+ Hands-off Assisted Driving
出版日期: | 出版商: Frost & Sullivan | 英文 92 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

由於競爭加劇，到2030年它將安裝在640萬輛汽車上，複合年成長率為53.3%

汽車產業的價值鏈正在從傳統的金字塔型轉變為扁平型。科技公司與目標商標產品(OEM) 和分級供應商合作，開發、檢驗、供應和整合先進的駕駛輔助技術，從而實現自動駕駛，提高舒適度和便利性。

雖然SAE J3016TM駕駛自動化等級並未正式承認2級+（L2+），但汽車產業將L2+定義為2級和3級（L3）自動駕駛（AD）之間的能力和要求之間的差距。我認為它是填補空白的自治程度。

生態系中的參與者以不同的方式定義 L2+。然而，大多數OEM將 L2+ 等同於不干涉輔助駕駛，其中駕駛員必須能夠監控駕駛活動並在必要時接管動態駕駛任務。隨著L2+自動駕駛的普及，自動駕駛技術有望被消費者接受並變得更加普及。

最初，L2 高級駕駛員輔助系統 (ADAS) 市場是由新興 OEM 廠商推動的，OEM在美國市場提供了諸如自動駕駛高速公路駕駛員輔助系統等功能。日益激烈的競爭現在迫使傳統OEM透過在 L2+ 車輛中提供自動駕駛功能來引入 ADAS 功能。 L2 ADAS 市場由高階和大眾市場OEM推動，尤其是配備主動式車距維持定速系統(ACC) 和車道維持輔助 (LKA) 等 ADAS 系統的昂貴旗艦車輛。 OEM可能會在 3-5 年內將這些產品更新為 L2+ 免干預輔助。

這項研究將闡明全球 L2+ 市場的技術和競爭形勢。它還分析了市場的經營模式、產品策略和成長機會，並包括 2023 年至 2030 年的預測。

主要問題

  • 什麼是L2+？為什麼要在 AD 中引入新的關卡？
  • L2+市場的主要促進因素和抑制因素是什麼？
  • 產業專家如何預測L2+市場的成長？各大OEM如何因應此趨勢？
  • L2+ 系統的技術藍圖、材料清單和成本是什麼？
  • L2+市場的主要參與者及其解決方案有哪些？

目錄

戰略衝動

  • 為什麼成長如此困難？
  • The Strategic Imperative 8（TM）
  • 戰略需求對L2+自動駕駛輔助駕駛產業的影響
  • 成長機會推動Growth Pipeline Engine（TM）
  • 車輛部分
  • SAE國際對駕駛自動化程度的定義
  • ADAS 與 AD 市場細分
  • L2+自動駕駛輔助駕駛細分
  • 主要競爭對手：L2+自動駕駛輔助產業
  • 監理概覽：L2+切換輔助駕駛產業

成長機會分析

  • 分析範圍
  • 成長指標
  • 生長促進因子
  • 成長抑制因素
  • 預測假設
  • 函數普及預測
  • 按地區預測普及
  • 功能普及預測：高速公路輔助和額外城市輔助
  • 競爭環境

成長機會分析：歐洲

  • 成長指標
  • 特徵普及預測
  • 功能普及預測：高速公路輔助和額外城市輔助

成長機會分析：北美

  • 成長指標
  • 特徵普及預測
  • 功能普及預測：高速公路輔助和額外城市輔助

成長機會分析：亞太地區

  • 成長指標
  • 特徵普及預測
  • 功能普及預測：高速公路輔助和額外城市輔助

L2+自動駕駛輔助駕駛產業概況

  • 什麼是L2+切換駕駛輔助？
  • 汽車產業為何大力推廣L2+自動駕駛輔助駕駛？
  • L2+ 無人駕駛駕駛支援的主要趨勢
  • L2+ 無人駕駛駕駛藍圖
  • L2+系統關鍵組件
  • 代表性 L2+ 高速公路輔助感測器套件和定價分析（針對OEM）
  • 代表性 L2+ 城外輔助感測器套件和價格分析（針對OEM）
  • L2+自動駕駛輔助價值鏈
  • 開發自動駕駛功能的經營模式
  • L2+生態系統

L2+自動駕駛輔助產業：重點科技企業

  • Mobileye SuperVision
  • NVIDIA DRIVE AutoPilot
  • 高通 Snapdragon Ride 平台
  • 競爭形勢：L2+解決方案：技術開發公司

L2+自動駕駛輔助產業：主要一級供應商

  • ZF L2+ 解組合
  • 大陸集團 L2+ 解決方案組合
  • APTIV L2+ 解決方案
  • 博世L2+解決方案
  • 競爭形勢：L2+ 解決方案：層級供應商

L2+ 放手輔助駕駛產業：主要OEM概況

  • Nissan ProPILOT 2.0
  • Nissan ProPILOT 2.0：感測器套件和車輛部署策略
  • Toyota Teammate
  • 豐田隊友：感測器套件和車輛部署策略
  • GM Super Cruise
  • 通用汽車超級巡航：感測器套件和車輛部署策略
  • GM Ultra Cruise
  • Ford BlueCruise
  • Ford BlueCruise：感知器套件與車輛部署策略
  • BMW Highway Assistant
  • 競爭形勢：L2+ADAS：大眾市場整車廠
  • 競爭形勢：L2+ADAS：優質整車廠
  • OEM對基準化分析L2+自動駕駛輔助駕駛產業
  • 結論

成長機會宇宙

  • 成長機會1：高速公路駕駛輔助
  • 成長機會2：先進感知感測器
  • 成長機會3：DMS

下一步

簡介目錄
Product Code: MH1E-46

Competitive Intensity to Spur 6.4 Million Vehicles Equipped with the Technology by 2030, Increasing at a CAGR of 53.3%

The automotive industry value chain is transitioning from the traditional pyramid form to a flat one. Technology companies work with original equipment manufacturers (OEMs) and tiered suppliers to develop, validate, supply, and integrate advanced driver-assist technologies that enable hands-off driving to enhance the comfort and convenience for the driver.

Although the SAE J3016TM Levels of Driving Automation does not officially recognize Level 2+ (L2+), the automotive industry considers L2+ as an autonomous level, one that bridges the capability and requirements gap between Level 2 and Level 3 (L3) automated driving (AD).

Ecosystem players define L2+ in different ways. However, most OEMs equate L2+ with hands-off assisted driving, where the driver must monitor the driving activity and be available to take over the dynamic driving task when necessary. Higher adoption of L2+ hands-off driving will introduce and drive acceptance of automated driving technologies among consumers.

Initially, the L2 advanced driver assistance system (ADAS) market was driven by emerging OEMs offering features such as hands-off highway driving assist systems in the US market. Now, competitive intensity has compelled traditional OEMs to introduce ADAS features by offering hands-off driving in their L2+ vehicles. The L2 ADAS market is driven by premium and mass market OEMs, especially by their expensive and flagship vehicles that feature ADAS systems such as adaptive cruise control (ACC) and lane-keep assist (LKA). OEMs will likely update these offerings to L2+ hands-off assists in the three to five years.

This study of the global L2+ market highlights its technologies and competitive landscape. The study also includes analyses of the market's business models, product strategies, and growth opportunities, with forecasts from 2023 to 2030.

Key Issues Addressed:

  • What is L2+? What are the reasons for introducing a new level in AD? 
  • What are the key drivers and restraints for the L2+ market?
  • How do industry experts expect the L2+ market to grow? How are major OEMs responding to the trend?
  • What are the technology roadmaps, bill of materials, and cost of L2+ systems? 
  • Who are the key players, and what are their solutions in the L2+ space?

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 L2+ Hands-off Assisted Driving Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™
  • Vehicle Segmentation
  • SAE International's Definitions for Driving Automation Levels
  • ADAS & AD Market Segmentation
  • L2+ Hands-off Assisted Driving Segmentation
  • Key Competitors-L2+ Hands-off Assisted Driving Industry
  • Regulations Overview-L2+ Hands-off Assisted Driving Industry

Growth Opportunity Analysis

  • Scope of Analysis
  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Forecast Assumptions
  • Feature Penetration Forecast
  • Penetration Forecast by Region
  • Feature Penetration Forecast-Highway Assist and Extra Urban Assist
  • Competitive Environment

Growth Opportunity Analysis-Europe

  • Growth Metrics
  • Feature Penetration Forecast
  • Feature Penetration Forecast-Highway Assist and Extra Urban Assist

Growth Opportunity Analysis-North America

  • Growth Metrics
  • Feature Penetration Forecast
  • Feature Penetration Forecast-Highway Assist and Extra Urban Assist

Growth Opportunity Analysis-APAC

  • Growth Metrics
  • Feature Penetration Forecast
  • Feature Penetration Forecast-Highway Assist and Extra Urban Assist

Overview of L2+ Hands-off Assisted Driving Industry

  • What is L2+ Hands-off Driving Assist?
  • Why is the Automotive Industry Promoting L2+ Hands-off Assisted Driving?
  • Key Trends in L2+ Hands-off Driving Assist
  • L2+ Hands-off Driving Roadmap
  • Key Components of an L2+ System
  • Typical L2+ Highway Assist Sensor Suite and Pricing Analysis (To OEMs)
  • Typical L2+ Extra-urban Assist Sensor Suite and Pricing Analysis (To OEMs)
  • L2+ Hands-off Driving Assist-Value Chain
  • Business Models to Deploy Hands-off Driving Features
  • L2+ Ecosystem

L2+ Hands-off Assisted Driving Industry-Key Technology Companies

  • Mobileye SuperVision
  • NVIDIA DRIVE AutoPilot
  • Qualcomm Snapdragon Ride Platform
  • Competitive Landscape L2+ Solution-Technology Developers

L2+ Hands-off Assisted Driving Industry-Key Tier I Suppliers

  • ZF L2+ Solution Portfolio
  • Continental L2+ Solution Portfolio
  • APTIV L2+ Solution
  • Bosch L2+ Solution
  • Competitive Landscape L2+ Solutions-Tier I Suppliers

L2+ Hands-off Assisted Driving Industry-Key OEM Profiles

  • Nissan ProPILOT 2.0
  • Nissan ProPILOT 2.0-Sensor Suite and Vehicle Deployment Strategy
  • Toyota Teammate
  • Toyota Teammate-Sensor Suite and Vehicle Deployment Strategy
  • GM Super Cruise
  • GM Super Cruise-Sensor Suite and Vehicle Deployment Strategy
  • GM Ultra Cruise
  • Ford BlueCruise
  • Ford BlueCruise-Sensor Suite and Vehicle Deployment Strategy
  • BMW Highway Assistant
  • Competitive Landscape, L2+ ADAS-Mass Market OEMs
  • Competitive Landscape, L2+ ADAS-Premium OEMs
  • OEM Benchmarking to L2+ Hands-off Assisted Driving Industry
  • The Last Word

Growth Opportunity Universe

  • Growth Opportunity 1-Highway-assisted Driving
  • Growth Opportunity 2-Advanced Perception Sensors
  • Growth Opportunity 3-DMS

Next Steps

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