美國小客車OEM廠商ADAS（先進駕駛輔助系統）研發策略：2030年

500 億美元投資 ADAS 研發將提高駕駛參與度和車輛安全性能，增強最終客戶體驗

對安全性和便利性的日益成長的需求正在加速小客車中 ADAS（高級駕駛輔助系統）和 AD（自動駕駛）功能的開發和採用。目標商標產品製造商正在尋求將 2 級及以上功能融入大眾市場車輛中，以獲得競爭優勢。美國在 ADAS 和 AD 監管以及縮短採用時間方面處於領先地位。加州和內華達州等一些州已允許3級和4級自動駕駛汽車供公共使用，為全球OEM輕鬆進入美國市場創造了環境。

本研究概述了美國選定的全球OEM所採用的 ADAS 和 AD 策略。本研究檢驗了OEM在品牌、細分市場和車型層面的技術和業務能力，並詳細概述了其價值鏈合作夥伴關係及其合作夥伴選擇流程。

目錄

戰略問題

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 策略要務對 ADAS（高階駕駛輔助系統）產業的影響
• 成長機會推動Growth Pipeline Engine（TM）

主要發現

• 重點
• 預言
• OEM目前自動駕駛水平
• 主要 ADAS/AD 產品和模型的對標

成長機會分析

• 分析範圍

福特

• 福特戰略
• 福特 ADAS 研發活動的職責
• 福特卓越中心
• 福特合作夥伴和合作夥伴選擇
• 福特-未來方向
• Ford-OTA

通用汽車

• 通用汽車戰略
• 通用汽車-ADAS研發活動責任
• 通用汽車卓越中心
• 通用汽車-合作夥伴及合作夥伴選擇
• 通用汽車-未來方向
• General Motors-OTA

特斯拉

• 特斯拉戰略
• Tesla-ADAS 研發活動的職責
• 特斯拉卓越中心
• Tesla-合作夥伴及合作夥伴選擇
• Tesla-未來方向
• Tesla-OTA

現代

• 現代策略
• 負責現代化 ADAS 研發活動
• 現代卓越中心
• 現代-合作夥伴和合作夥伴選擇
• 現代-未來方向
• Hyundai-OTA

日產

• 日產戰略
• Nissan-ADAS 研發活動的責任
• 日產卓越中心
• Nissan-合作夥伴和合作夥伴選擇
• 日產-未來方向
• Nissan-OTA

豐田

• 豐田戰略
• 豐田 ADAS 研發活動的責任
• 豐田卓越中心
• 豐田-合作夥伴和合作夥伴選擇
• 豐田-未來方向
• Toyota-OTA

成長機會宇宙

$50-billion Investments in ADAS R&D Will Increase Driver Engagement and Vehicle Safety Performance, Enhancing the End-customer Experience

A growing demand for safety and convenience features has amplified the development and adoption of advanced driver assistance systems (ADAS) and autonomous driving (AD) features in passenger vehicles. Original equipment manufacturers seek to adopt level-2-and-above features in their mass-market vehicles to gain a competitive advantage. The United States has been at the forefront of regulating ADAS and AD to expedite the time to adoption. Some states, like California and Nevada, have also allowed the deployment of level 3 and level 4 autonomous vehicles for public use, which has created a conducive environment for global OEMs to penetrate the US market.

This study provides an overview of the ADAS and AD strategies that select global OEMs in the United States have adopted. This study examines the technology and business capabilities of the OEMs at the brand, segment, and model levels, and provides a detailed overview of their value chain partnerships, as well as their partner-selection process.

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 Advanced Driver Assistance Systems Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Key Findings

• Key Takeaways
• Predictions
• Current Levels of Autonomy by OEM
• Benchmarking Key ADAS/AD Offerings and Models

Growth Opportunity Analysis

• Scope of Analysis

Ford

• Ford-Strategy
• Ford-Responsibility for ADAS R&D Activities
• Ford-Centers of Excellence
• Ford-Partners and Partner Selection
• Ford-Future Direction
• Ford-OTA

General Motors

• General Motors-Strategy
• General Motors-Responsibility for ADAS R&D Activities
• General Motors-Centers of Excellence
• General Motors-Partners and Partner Selection
• General Motors-Future Direction
• General Motors-OTA

Tesla

• Tesla-Strategy
• Tesla-Responsibility for ADAS R&D Activities
• Tesla-Centers of Excellence
• Tesla-Partners and Partner Selection
• Tesla-Future Direction
• Tesla-OTA

Hyundai

• Hyundai-Strategy
• Hyundai-Responsibility for ADAS R&D Activities
• Hyundai-Centers of Excellence
• Hyundai-Partners and Partner Selection
• Hyundai-Future Direction
• Hyundai-OTA

Nissan

• Nissan-Strategy
• Nissan-Responsibility for ADAS R&D Activities
• Nissan-Centers of Excellence
• Nissan-Partners and Partner Selection
• Nissan-Future Direction
• Nissan-OTA

Toyota

• Toyota-Strategy
• Toyota-Responsibility for ADAS R&D Activities
• Toyota-Centers of Excellence
• Toyota-Partners and Partner Selection
• Toyota-Future Direction
• Toyota-OTA

Growth Opportunity Universe

• Growth Opportunity 1-Implementing Lidar as Part of the ADAS Sensor Suite
• Growth Opportunity 1-Implementing Lidar as Part of the ADAS Sensor Suite
• Legal Disclaimer