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市場調查報告書

未來自動駕駛車服務的商業模式 (2030年)

Future Business Models of Autonomous Vehicle Services, 2030

出版商 Frost & Sullivan 商品編碼 927991
出版日期 內容資訊 英文 90 Pages
商品交期: 最快1-2個工作天內
價格
未來自動駕駛車服務的商業模式 (2030年) Future Business Models of Autonomous Vehicle Services, 2030
出版日期: 2020年02月28日內容資訊: 英文 90 Pages
簡介

隨著自動駕駛 (AD) 技術的發展與自動駕駛車 (AV) 的普及,可期新市場的開拓與發展。具體而言,隨選/使用者保險、車輛數據服務、預測性維護等被視為具未來潛力的市場機會。全球自動駕駛車服務市場規模,於2019年僅有11億4000萬美元規模,預估將以60.1%的CAGR擴大,於2030年成長至2025億1100萬美元。

本報告研究分析全球自動駕駛車 (AV) 服務市場具未來潛力的商業模式,彙整目前技術開發推移和課題、目前假設服務領域和商業模式、主要成功案例、未來市場趨勢展望、技術成長潛力和方向、業界相關者未來需因應的課題等情報。

摘要整理

分析範圍、目的、背景、方法

定義和假設

  • 自動駕駛:各種級別的內容和案例:SAE定義
  • SAE定義變更:L5到全向運行的轉移
  • 定義
  • 假設

市場趨勢

  • AD市場趨勢
  • 市場趨勢

行動服務

  • 自動駕駛 (AD) 服務
  • 傳統型計程車商業模式
  • 無人駕駛計程車:價值鏈與未來商業模式
  • 無人駕駛計程車:商業模式分析
  • 無人駕駛計程車:費用模式
  • 無人駕駛計程車:市場收益額預測
  • 自動駕駛接駁車:價值鏈與商業模式
  • 自動駕駛接駁車:費用模式
  • 自動駕駛接駁車:市場收益額預測

周邊服務

  • 隨選/使用者保險:價值鏈與商業模式
  • 隨選/使用者保險:費用模式
  • 隨選/使用者保險:市場收益額預測
  • 車輛數據服務:價值鏈與商業模式
  • 車輛數據服務:市場收益額預測
  • 自動預測維護:價值鏈與商業模式
  • 自動預測維護:市場收益額預測

車輛服務

  • 隨選式功能更新:商業模式
  • 隨選式功能更新:市場收益額預測
  • 停車服務:價值鏈與商業模式
  • 停車服務:市場收益額預測

物流服務

  • 無人配送:價值鏈與商業模式
  • 無人配送 (AD) 對物流服務的影響
  • 物流產業需求變化:長距離/都市間的流通
  • 物流服務:市場收益額預測
  • 案例研討:Delivery Solutions into the City (DPDgroup)

成長機會和企業行動

  • 成長機會:汽車製造商 (OEM) 和技術服務提供商 (TSP) 的投資和業務合作
  • 成功與成長策略要務

主要結論

  • 主要分析結果
  • 結論:3大主要預測

附錄

目錄
Product Code: MEDD-18

The Global Autonomous Vehicle Service Market is likely to Reach $203 Billion by 2030

OEMs, who have been traditionally maintaining industry leadership and also tight control over the ecosystem, have realized that the ongoing shift towards holistic mobility solutions presents a substantial threat to their position and dominance. They have also realized that the emergence of autonomous vehicles will not only disrupt the way we travel but also cause a major disruption to how players across the value chain operate.

In order for autonomous technology to be viable, it needs to have a profitable and sustainable business model. The key challenge is to develop a robust strategy after taking into account many challenges such as regulatory hurdles, lack of standardized road infrastructure, and low consumer confidence on autonomous technology. Despite all these challenges, there is a huge inflow of new entrants, especially the ones with no automotive background, and all of them agree that autonomous vehicles promise good profit margins while reducing operating expenses.

We at the Mobility team within Frost & Sullivan have published a report titled “Future Business Models of Autonomous Vehicle Services, 2019,” which aims to find answers to the challenges. The aim of this study is to research, analyze, and forecast the emerging autonomous services market at a global level and also assess the future growth and developments in the market.

Our research indicates that the autonomous vehicle service market is expected to grow from a mere $1.14 billion in 2019 to $202.51 billion in 2030, at a CAGR of 60.1%, facilitated by mutually beneficial business models across the entire value chain. Among the various services, the mobility services market is expected to grow from $0.01 million in 2019 to $22.41 billion in 2030 showcasing the most drastic cluster for growth in the next decade.

Peripheral services which include services such as on-demand/user insurance, vehicle data services, and predictive maintenance together roughly amount to 55% - i.e., $110 billion in 2030, at a CAGR of 78% from 2019. Vehicle services such as on-demand feature updates and parking services for autonomous vehicles will grow from a mere $0.20 billion in 2019 to $35.15 billion in 2030, at a CAGR of 60.1%. The autonomous logistics market is expected to grow from a mere $0.74 billion in 2019 to $34.46 billion in 2030 at a CAGR of 41.7%, driven by consumers' desire for faster delivery and their willingness to pay a premium for the same.

Research Highlights:

  • define and understand the evolution of the autonomous services market.
  • give a detailed introduction of the global autonomous service market including value chain and business models, pricing models for mobility services, peripheral services, vehicle services, and logistic services.
  • provide an overview of the new business models likely to become popular among various autonomous service clusters.
  • estimate the market size of various autonomous services markets for the period from 2019 to 2030

Table of Contents

Executive Summary

  • Highly Automated Vehicles (HAVs) Forecasts
  • Autonomous Driving (AD) Trends
  • AD Services
  • AD Services-Definitions
  • Key Findings
  • Key Findings (continued)
  • Impact of AD on Mobility Services
  • Impact of AD on Peripheral Services
  • Impact of AD on Vehicle Services
  • Impact of AD on Logistic Services
  • Summary of Business Models by AD Services
  • Summary of Autonomous Vehicle Services
  • Summary of Total Revenue Potential by AV Services
  • Key Conclusions

Research Scope, Objectives, Background and Methodology

  • Research Scope
  • AD Services
  • AD Services-Definitions
  • Research Aims and Objectives
  • Key Questions this Study will Answer
  • Research Background
  • Research Methodology

Definitions & Assumptions

  • SAE Definition for Various Levels of Automation by Use Case
  • Changes to SAE Definition-L5 to be Omni-operational
  • Definitions
  • Definitions (continued)
  • Assumptions

Trends

  • Market Trends for AD
  • Market Trends

Mobility Services

  • AD Services
  • Existing Taxi Business Model
  • Autonomous Taxis-Value Chain and Future Business Model
  • Autonomous Taxis-Business Model Analysis
  • Autonomous Taxis-Pricing Model
  • Autonomous Taxis-Revenue Forecast
  • AD Services
  • Autonomous Shuttles-Value Chain and Business Models
  • Autonomous Shuttles-Pricing Models
  • Autonomous Shuttles-Revenue Forecast

Peripheral Services

  • AD Services
  • On-Demand/User Insurance-Value Chain and Business Models
  • On-Demand/User Insurance-Value Chain and Business Models (continued)
  • On-Demand/User Insurance-Revenue Forecast
  • Case Study-Allianz Ventures
  • AD Services
  • Vehicle Data Services-Value Chain and Business Models
  • Vehicle Data Services-Value Chain and Business Models (continued)
  • Vehicle Data Services-Revenue Forecast
  • AD Services
  • Predictive Auto Maintenance-Value Chain and Business Models
  • Predictive Auto Maintenance-Revenue Forecast

Vehicle Services

  • AD Services
  • On-Demand Feature Updates-Business Model
  • On-Demand Feature Updates-Revenue Forecast
  • AD Services
  • Parking Services-Value Chain and Business Models
  • Parking Services-Revenue Forecast

Logistics Services

  • AD Services
  • Autonomous Delivery-Value Chain and Business Models
  • Impact of AD on Logistic Services
  • Changing Demand in Goods Flow-Long Haul & Inter City Distribution
  • Logistic Services-Revenue Forecast
  • Case Study-Delivery Solutions into the City by DPDgroup

Growth Opportunities and Companies to Action

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

Key Conclusions

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

Appendix

  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • Market Engineering Methodology