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市場調查報告書

自動駕駛產業 - 全球展望:2020年

Global Autonomous Driving Industry Outlook, 2020

出版商 Frost & Sullivan 商品編碼 936669
出版日期 內容資訊 英文 74 Pages
商品交期: 最快1-2個工作天內
價格
自動駕駛產業 - 全球展望:2020年 Global Autonomous Driving Industry Outlook, 2020
出版日期: 2020年04月30日內容資訊: 英文 74 Pages
簡介

OEM透過採用 L2 + 技術、投資隨插即用平台,重新調整自動駕駛(AD)短期投資回報率優先順序。

本報告研究全球自動駕駛產業,彙整分析全球經濟展望、市場趨勢、技術展望、市場預測與成長機會、案例研討、主要新興企業等情報。

研究:圖解資訊

本圖解資訊提供研究概要,強調其中討論的主要議題。

目錄

摘要整理

全球經濟展望:摘要

  • 全球經濟:主要趨勢
  • 全球經濟展望:主要預測
  • 全球GDP成長概況
  • 先進經濟體:主要預測
  • 新興經濟體:主要預測
  • 成長機會:按區域的前3大機會
  • 區域趨勢:GDP成長、風險、政策

研究範圍與部門

  • 研究範圍

定義

  • 汽車部門
  • SAE定義

市場趨勢

  • 市場趨勢概要:汽車價值鏈影響
  • 1.OEM業務策略:比較分析
  • 1.OEM業務策略:案例研討-VW與Ford的合作
  • 1.OEM業務策略:案例研討-Daimler與Bosch
  • 1.OEM業務策略:主要結論
  • 市場趨勢概要:汽車價值鏈影響
  • 2.Tier-1供應商業務策略:比較分析
  • 2.Tier-1供應商業務策略案例研討-Continental Mobility
  • 2.Tier-1供應商業務策略:結論
  • 市場趨勢概要:汽車價值鏈影響
  • 3.自動運輸
  • 3.自動運輸生態系統
  • 3.自動運輸:案例研討-Cruise Origin

技術展望

  • 技術趨勢概要
  • 1. L2 +的出現
  • 1. L2 +的出現:案例研討-ZF L2 +投資組合
  • 技術趨勢概要
  • 2.隨插即用的興起
  • 2.隨插即用的興起:案例研討-NVIDIA
  • 技術趨勢概要
  • 3.專注自動駕駛中的遠程操作
  • 3.專注遠程操作:案例研討-Ottopia

預測與市場分析

  • 按自動駕駛層級的預測
  • 高度自動化車輛預測:按OEM類別

主要新興企業

  • Frost&Sullivan的候補企業選定基準
  • 感知感測器
  • 因應AD的軟體

成長機會與企業行動

  • 成長機會:來自OEM / TSP的投資與合作
  • 成功與成長策略要務

主要結論

  • 主要結論
  • 免責聲明

附錄

目錄
Product Code: MF42-18

OEMs are Reprioritizing Short-term Economic Returns on Investments into Autonomous Driving (AD) by Adopting L2+ Technologies and Investing in Plug-and-play Platforms

The autonomous industry, although developing at a decent pace, has realized that the transition from traditional vehicles to autonomous vehicles is still a long time away. OEMs and Tier-1 suppliers have been pouring in investments to develop technologies for deployments of highly automated vehicles. However, despite overcoming the technological barriers, these companies are still facing challenges from regulations and public acceptance. Accidents and fatalities caused by autonomous vehicles, making the headlines in 2018, have further added to the challenges. Owing to such circumstances, the industry is geared up for taking a gradual approach to developing autonomous driving technologies. Focus is on developing scalable L2+ features, where L2 features are enhanced by integrating localization and mapping data, while enabling a plug-and-play framework for scaling up developments with new-generation solutions. This ensures short-term revenue generation, allowing OEMs and suppliers to highlight returns and justify their investments.

In 2019, the autonomous industry witnessed OEMs' preparation for L2+ and above automation through the adoption of a layered platform, coupled with developments in sensor fusion, which has impelled OEMs to re-visit in-vehicle network requirements. In 2020, Frost & Sullivan expects perception start-ups to seek new partnerships with platform developers and technology companies as the industry gears up for L4 deployments.

Research Highlights:

In this 2020 outlook, Frost & Sullivan has highlighted 3 key market and business trends which have been impacted due to the changing dynamics of the autonomous ecosystem. The outlook also highlights 3 key technology trends that Frost & Sullivan believes will see fast advancements with a focus on highly automated vehicle commercialization.

  • Market trends include changing OEM and supplier strategies, and the business developments of new mobility and mobility services. Frost & Sullivan believes collaborations, business diversifications, service-based business strategies will change the traditional business models while driving new revenue sources.
  • In terms of technology, focus is expected to be on developing and adopting scalable hardware and software which will allow OEMs to offer over-the-air (OTA) upgrades in the future. Trends include emergence of L2+, rise of the plug-and-play framework, and focus on tele-operations.

This report highlights these trends and explains the impact along with use cases.

Key Issues Addressed:

  • What are the new business strategies followed by OEMs, Tier-1 suppliers, and technology providers in 2020?
  • How is the global autonomous market expected to grow by 2030 based on new SAE definitions?
  • Which are the key start-ups expected to announce new innovations in 2020?

Table of Contents

Executive Summary

  • Highlights of Autonomous Driving in 2019
  • Top 5 Predictions for Autonomous Driving in 2020
  • Forecast by Levels of Autonomous Driving
  • Key Trends by Level of Autonomy
  • Market & Technology Trends for 2020
  • Key Conclusions-Market Trends
  • Key Conclusions-Technology Trends
  • OEM Business Strategies-Comparative Analysis
  • Key Conclusions

2020 Global Economic Outlook-Executive Summary

  • Global Economy in 2019-Top Trends
  • Global Economic Outlook 2020-Top Predictions
  • Global Economic Outlook 2020-Top Predictions (continued)
  • 2020 World GDP Growth Snapshot
  • Advanced Economies-Key Predictions for 2020
  • Emerging Economies-Key Predictions for 2020
  • 2020 Growth Opportunities-Top 3 Opportunities by Region
  • 2020 Regional Trends-GDP Growth, Risks, and Policy

Research Scope and Segmentation

  • Research Scope

Definitions

  • Vehicle Segmentation
  • SAE Definitions

Market Trends

  • Overview of Market Trends-Impacting Automotive Value Chain
  • 1. OEM Business Strategies-Comparative Analysis
  • 1. OEM Business Strategies-Comparative Analysis (continued)
  • 1. OEM Business Strategies: Case Study-VW-Ford Partnership
  • 1. OEM Business Strategies: Case Study-Daimler and Bosch
  • 1. OEM Business Strategies-Key Conclusions
  • Overview of Market Trends-Impacting Automotive Value Chain
  • 2. Tier-1 Supplier Business Strategies-Comparative Analysis
  • 2. Tier-1 Supplier Business Strategies Case Study-Continental Mobility
  • 2. Tier-1 Supplier Business Strategies-Conclusion
  • Overview of Market Trends-Impacting Automotive Value Chain
  • 3. Autonomous Mobility
  • 3. Autonomous Mobility-Ecosystem
  • 3. Autonomous Mobility: Case Study-Cruise Origin

Technology Outlook

  • Overview of Technology Trends
  • 1. Emergence of L2+
  • 1. Emergence of L2+: Case Study-ZF L2+ portfolio
  • Overview of Technology Trends
  • 2. Rise of Plug-and-Play
  • 2. Rise of Plug-and-Play: Case Study-NVIDIA
  • Overview of Technology Trends
  • 3. Focus on Tele-operations in Autonomous Driving
  • 3. Focus on Tele-operations: Case Study-Ottopia

Forecast & Market Analysis

  • Forecast by Levels of Autonomous Driving
  • Forecast of Highly Automated Vehicles by OEM Categories

Key Start-ups

  • Frost & Sullivan's Key Criteria to Shortlist Companies
  • Capabilities of Shortlisted Start-ups-Perception Sensors
  • Capabilities of Shortlisted Start-ups-AD-enabling Software

Growth Opportunities and Companies to Action

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

Key Conclusions

  • Key Conclusions
  • Legal Disclaimer

Appendix

  • Abbreviations and Acronyms Used
  • Market Engineering Methodology
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)