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特斯拉的自動駕駛策略基準檔案:2018年

Benchmarking Profile of Tesla's Autonomous Driving Strategy, 2018

出版商 Frost & Sullivan 商品編碼 783285
出版日期 內容資訊 英文 72 Pages
商品交期: 最快1-2個工作天內
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特斯拉的自動駕駛策略基準檔案:2018年 Benchmarking Profile of Tesla's Autonomous Driving Strategy, 2018
出版日期: 2019年01月28日內容資訊: 英文 72 Pages
簡介

特斯拉加入汽車產業對該產業投下震撼彈,掀起劇烈的變化與改革。該公司完全獨立的商業模型與仰賴第三方供應鏈的傳統汽車製造商大相逕庭,帶來了干擾與破壞。

本報告針對特斯拉的自動駕駛策略進行基準調查,比較特斯拉與其他主要OEM的自動駕駛策略,彙整特斯拉的主要自動駕駛技術概要、技術夥伴及供應商、各地區事業動向、收益及銷量的變化、成長機會及成功策略的分析等內容如後。

第1章 摘要整理

  • Tesla:概要
  • 基準分析:特斯拉及其他主要OEM的AD策略
  • 自動駕駛策略比較
  • 感測器套組策略的比較
  • 連網策略的比較
  • 自動導航硬體及銷量
  • 特斯拉在中國的營運
  • 結論

第2章 調查範圍與目的及調查方法

第3章 定義

第4章 自動運轉技術

  • 特斯拉的自動方案
  • 機能比較
  • 功能比較自動導航主機板
  • 技術夥伴:NVIDIA
  • Tesla的自製AI晶片
  • Tesla與AI晶片層級
  • Tesla的OTA升級進化
  • 感測器套組供應商
  • 感測器套組策略:自用車
  • 自動駕駛卡車

第5章 連網技術與行動服務

  • 連網車技術
  • HD製圖
  • 共乘

第6章 TESLA商業:概要

  • Tesla:時間線
  • Tesla:現狀
  • Tesla:全球版圖
  • 產品檔案
  • й品牌定位

第7章 商業動向:地區分類

  • 美國
  • 歐洲
  • 中國

第8章 收益、銷量

  • 收益、銷量變化
  • 財務動向
  • R&D支出
  • 硬體銷量
  • 推估銷量:以硬體分類

第9章 成長機會與推薦行動

  • 成長機會:OEM/TSP的投資、合作
  • 成功及成長的策略性必要條件

第10章 結論與未來展望

  • 結論
  • 三大預測
  • 免責事項

第11章 附錄

第12章 關於FROST & SULLIVAN

目錄
Product Code: MDF7-18

Tesla's In-house Technological Innovations will Continue to Upend the Conventional Automotive Industry

Once in a while, a new market participant will emerge in an industry and disrupt its technological and business landscape entirely. In the automobile industry, the entry of Tesla created this dramatic shift and began to transform the sector. Tesla's fully self-reliant business model has disrupted conventional ways of doing business, as traditional automakers have been relying heavily on third-party suppliers. As most of Tesla's production and R&D for the autonomous, connectivity, and electrification sectors are conducted in-house, the company remains immune to price fluctuations exerted by Tier-I participants. This additionally, gives the company complete freedom to modify components and customize them as per internal requirements. For instance, Tesla is the only automaker to create its own processor chip. Traditional OEMs rely on the expertise of Tier-I and Tier-II market participants for development and integration; however, Tesla decided to replace NVIDIA's GPU-based solution with their own chip, which is based on Application-Specific Integrated Circuit (ASIC).

This benchmarking study assesses a list of Tesla's current suppliers and partnerships to map the entire manufacturing ecosystem.

In this era of autonomous driving, with humans relinquishing control of the vehicle while driving, Tesla is making rapid inroads into the market with their autonomous technologies. The study analyzes various aspects of the development of hardware and software undertaken by Tesla to build autonomous vehicles and achieve full autonomy-such as its electrical/electronic (E/E) architecture and sensor suite strategy. Furthermore, the study also provides an in-depth coverage and a comparative analysis of the different generations of Autopilot systems by Tesla. It also lists the different autonomy packages offered by Tesla and its charts the company's roadmap for releasing over-the-air (OTA) features and achieving L4 and L5 autonomy.

This research study covers the shifting dynamics towards ride-sharing models and Tesla's participation in it. Tesla has plans in the pipeline for its ride-hailing service-Tesla Network-which will make use of Tesla vehicles exclusively.

In consideration of the technological evolution taking place in the automotive industry, the study additionally provides vehicle forecasts to assess addressable market opportunities alongside an analysis to gauge the company's financial performance. This study also identifies some of the key technology trends and growth opportunities set to drive Tesla's growth in the next five years.

Key Issues Addressed:

  • How is Tesla's autonomous strategy different from other automakers in the industry?
  • What has been Tesla's step-by-step procedure in upgrading Autopilot hardware to achieve higher levels of autonomy?
  • How is the AP 3.0, based on Tesla's in-house built processor chip, expected to fare against NVIDIA-based AP 2.0 and 2.5?
  • What is Tesla's current sensor suite strategy and how will it change by 2025?
  • What is Tesla's PARC statistics and how does it change based on Autopilot generations?

Table of Contents

1. EXECUTIVE SUMMARY

  • Overview of Tesla
  • Benchmarking Tesla's AD Strategy Against Major OEMs
  • Autonomous Strategy Comparison
  • Sensor Suite Strategy Comparison
  • Connected Strategy Comparison
  • Autopilot Hardware and Sales
  • Tesla Operations in China
  • Key Conclusions

2. RESEARCH SCOPE, OBJECTIVES, AND METHODOLOGY

  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study will Answer

3. DEFINITIONS

  • Vehicle Segment Definitions
  • SAE Definition for Various Levels of Automation

4. AUTONOMOUS TECHNOLOGY

  • Tesla's Autonomous Packages
  • Feature Comparison
  • Autopilot Hardware Board
  • Technology Partner-NVIDIA
  • Tesla's In-house AI Chip
  • Tesla and Levels of Autonomy
  • Evolution of Tesla OTA Upgrades
  • Sensor Suite Suppliers
  • Sensor Suite Strategy-Passenger Vehicles
  • Autonomous Trucking

5. CONNECTED TECHNOLOGY AND MOBILITY SERVICE

  • Connected Car Technology
  • HD Mapping
  • Ride Sharing

6. OVERVIEW OF TESLA'S OPERATIONS

  • Tesla-Timeline
  • 2017 for Tesla
  • Tesla's Global Footprint
  • Product Portfolio
  • Brand Positioning

7. REGION-WISE OPERATIONS

  • Tesla's Operations in the United States
  • Tesla's Operations in Europe
  • Tesla Operations in China

8. FINANCIALS AND SALES

  • Historic Revenue and Sales
  • Financials
  • R&D Expenditure
  • Sales Based on Hardware
  • Estimated Sales by Hardware

9. GROWTH OPPORTUNITIES AND COMPANIES TO ACTION

  • Growth Opportunity-Investments and Partnerships From OEMs/TSPs
  • Strategic Imperatives for Success and Growth

10. CONCLUSIONS AND FUTURE OUTLOOK

  • Key Conclusions
  • The Last Word-3 Big Predictions
  • Legal Disclaimer

11. APPENDIX

  • Abbreviations and Acronyms Used
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)

12. THE FROST & SULLIVAN STORY

  • The Frost & Sullivan Story
  • Value Proposition-Future of Your Company & Career
  • Global Perspective
  • Industry Convergence
  • 360° Research Perspective
  • Implementation Excellence
  • Our Blue Ocean Strategy
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