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市場調查報告書

無人駕駛卡車的機會和用例:到2040年的預測

Opportunities and Use Cases for Autonomous Trucking, Forecast to 2040

出版商 Frost & Sullivan 商品編碼 951783
出版日期 內容資訊 英文 91 Pages
商品交期: 最快1-2個工作天內
價格
無人駕駛卡車的機會和用例:到2040年的預測 Opportunities and Use Cases for Autonomous Trucking, Forecast to 2040
出版日期: 2020年07月20日內容資訊: 英文 91 Pages
簡介

自動駕駛卡車被認為是克服現有瓶頸並應對快速發展的生態系統的下一個邏輯飛躍。到2040年,一級和二級車輛將佔整個M&HCV(中型和重型商用車)市場的約88%,而四級將佔整個M&HCV(中型和重型商用車)市場的約12%。到2030年,僅自動駕駛卡車每年就可節省47.5億美元。

在本報告中,我們調查了全球自動駕駛卡車運輸市場,並分析了自動駕駛卡車技術,自動駕駛卡車技術的使用,按地區/自動駕駛水平預測的負載,技術進步的前景,未來的增長機會等。

目錄

執行摘要

  • 主要調查結果和市場前景
  • 自動駕駛的價值主張
  • 自動駕駛系統支持卡車即服務
  • 對自動駕駛卡車運輸的重大影響
  • 卡車ADAS功能的預測:車載車輛的銷量
  • 自動駕駛的定義
  • 車輛自動化水平
  • SAE定義的影響
  • 影響轉向自動駕駛卡車的因素
  • 自動駕駛卡車運輸的市場趨勢
  • 調查範圍
  • 調查目的
  • 該調查回答的主要問題

自動駕駛卡車技術:概述

  • 自動駕駛卡車功能框圖
  • ADAS功能:與用法的關係
  • 簡歷中自動駕駛的主要問題
  • 自動駕駛技術對卡車的影響
  • 自動駕駛對行業利益相關者的影響
  • COVID-19對自動駕駛卡車市場的影響
  • COVID-19方案中的ADAS市場評估

自動駕駛卡車技術的應用

  • 物流:銷售
  • 港口:運輸
  • 垃圾:從收集到處置
  • 自動駕駛卡車實施路線圖:用法示例
  • MCV L1/L2 ADAS安裝預測:歐盟
  • HCV L1/L2 ADAS安裝預測:歐盟
  • MCV L1/L2 ADAS安裝預測:北美
  • HCV L1/L2 ADAS安裝預測:北美
  • 高清卡車的自動化進展
  • 自動駕駛卡車的市場價值:附加設備成本預測
  • 自動駕駛卡車的遙控
  • 貨運樞紐:用於長途自動駕駛卡車
  • 卡車電鍍的優點和挑戰
  • 排:第一,第二,第三階段

自動駕駛卡車的主要元素:技術,投資,基礎設施

  • 備用基礎設施開發:實地項目正在進行中
  • 用於自動駕駛卡車操作的V2X技術的發展
  • 主要OEM OEM自動化產品流水線計劃
  • 自動駕駛產品路線圖
  • 著名的自動駕駛公司:Frost & Sullivan展望
  • 行業戰略合作夥伴
  • 自動駕駛卡車生態系統
  • 參與生態系統的公司的價值圖
  • 自動駕駛卡車零部件
  • 自動駕駛技術路線圖:專注於硬件
  • 自動駕駛卡車技術路線圖:專注於軟件
  • 基於平台的未來車輛開發方法
  • 技術演進:雷達模塊
  • 技術演進:LiDAR模塊
  • 技術演進:前置攝像頭模塊
  • 傳感器數據融合的作用:按自動化級別
  • 自動駕駛/傳感器水平

全自動駕駛汽車:進步的前景

  • 自動駕駛汽車驗證和測試
  • AV測試和開發:北美
  • 美國視聽立法倡議
  • 歐盟自動CV測試成員國計劃
  • 法規概述:北美和歐洲
  • 試點,測試,測試:主要OEM
  • 飛行員,飛行員,測試:大型新興企業
  • 監管工作和研究項目

貨運模型預測:用於L4自駕車

  • L4 AV預測:雜貨
  • 按細分市場傳播L4自動駕駛卡車
  • 估計的年度運費:一般運費

增長機會

  • 增長機會1:應用程序和擴展
  • 增長機會2:監管與責任
  • 增長機會3:投資與夥伴關係
  • 成功與成長的戰略要務

結論

  • 4大預測
  • 免責聲明

附錄

目錄
Product Code: K3B0-18

Level 1 and Level 2 Vehicles will Account for Around 88% Share of the Overall M&HCV Market, and Level 4 Around 12%, by 2040. Autonomous Trucks will Enable Annual Savings of $4.75 Billion in General Freight Alone by 2030 in the United States

Global trucking demand is on the rise with the consistent increase in capacity, need for faster transfer influenced by economic developments, new business ventures, and changing buying patterns. However, the trucking industry in general is plagued by concerns like driver shortage, vehicle price increases, fuel price volatility, road safety, and performance limitations amidst rapidly transformative freight handling, stocking, and distribution practices as well as infrastructure changes. Trucking, however, has remained conventional in general. Digitalization and the advent of technology have helped identify gaps and harness efficiency to the best.

Autonomous trucks are viewed as the next logical leap to overcome existing bottlenecks and to keep pace with the rapidly evolving ecosystem. The COVID-19 pandemic has underlined the need for autonomous trucks and their effectiveness during emergencies. With this pandemic, the industry faces issues such as driver shortage and severe commodity demand triggered by panic shopping. Autonomous vehicles (AVs) offer a solution to both the aforementioned with the capability of driving longer hours and safely. Logistics and shipping operators have been provided with a strong case to include self-driving trucks in their fleet as the means of a response action plan in the event of unforeseen emergencies.

Unlike humans with the limitation of operating hours, systems can operate trucks 24x7 effectively, increasing commodity flow within the freight value system. Perception and visual systems can acts as additional eyes to the driver, while analytics and predictive algorithms enhance attentiveness, thus helping the driver traverse through unforeseen events. Cost effectiveness of autonomous trucks will aid fleet operators achieve faster return on investment (RoI) and help address freight supply pressure.

Although the technology required to make trucks completely autonomous without drivers is still very nascent, the achieved capabilities have a variety of application scope. Features such as Advanced Emergency Braking, Adaptive Cruise Control, Lane Change Assist, and Reverse Assist are the first steps towards achieving a working package in the near future, while individually acting as safety and driver assist functions. On the basis of SAE classification of the levels of autonomy, the industry is already well accustomed to absorb Level 1 and Level 2 technologies. The Level 1 feature is already predominant in the medium and heavy commercial vehicle (MHCV) segment with an estimated penetration of 45%, which is expected to grow exponentially, driven by regulatory stimulus, and reach 70% by 2020. All trucks are expected to possess at least Level 1 capability by 2030. Widespread launch and commercialization of the Level 2 feature is expected starting 2020, with its penetration forecast to reach 72% by 2040. OEMs are expected to skip Level 3 autonomy due to its similarity in terms of technology, functionality, and incremental costs with Level 4.

Achieving Level 4 trucking capability will be a major milestone that will enable trucks to operate without human intervention at any stage. Although deployment is still distant, Level 4 is the major focal point for manufacturers and start-ups, with several pilot runs and trials already in progress. Level 4 trucks are expected to be commercialized by 2025 and contribute to ~6.4% of the total general freight tonnage carried annually in the United States by 2040, which will lead to savings of ~$4.75 billion on the annual freight bill.

North America and Europe are leading the global autonomous truck transition with many industry stakeholders based out of or testing vehicles in these regions. Cross-brand platooning trials were conducted in European test beds to understand the applicability scope of the technology. Many cities are upgrading their underlying infrastructure to enable V2V and V2X transmissions needed for trucks to operate autonomously. Government-funded initiatives with collaborative efforts from multiple and diverse industry participants are being done to fast-track the development of autonomous trucks. Liability remains one of the most significant hurdles for autonomous driving. Regulations remain rudiment and not exhaustive in terms of functional requirements and are very conservative with respect to deployment on public roads. In effect, they mandate a certain level of safety features to be a requirement for the sale and registration of trucks. Industry stakeholders need to be provided with a comprehensive framework and guidance plan to explore, take next steps, and invest suitably in relevant development areas.

Incumbent OEMs such as Daimler, Volvo, Paccar, Scania, and MAN are spearheading the transition with development already having reached the testing phases. Level 1 and Level 2 features are being offered both as standard and optional based on regional preferences. Start-ups suck as Peloton Technology, TuSimple, Embark Trucks, and Waymo have taken noticeable steps to potentially capture market in large volumes. Technology and algorithm providers are key players in development of technology; hence OEMs are acquiring and engaging in partnerships and alliances to leverage domain expertise and to keep pace with the transition.

Table of Contents

Executive Summary

  • Key Findings and Market Outlook
  • Autonomous Driving Value Proposition
  • Autonomous Systems will Enable Truck-as-a-Service
  • Major Influences on Autonomous Trucking-2020 to 2040
  • Forecast of ADAS Features in Trucks-By Sales Unit with Fitments
  • Automated Driving Definitions
  • Levels of Vehicle Automation
  • Impact of SAE Definitions
  • Factors Influencing the Shift towards Autonomous Trucking
  • Market Trends in Autonomous Trucking
  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study will Answer

Autonomous Trucking Technology-Overview

  • Functional Block Diagram for Autonomous Trucks
  • ADAS Features-Relevance to Usage Applications
  • Key Challenges to Autonomous Driving in CVs
  • Implications of Autonomous Technology in Trucks
  • Impact of Autonomous Driving on Industry Stakeholders
  • Impact of COVID-19 on the Autonomous Truck Market
  • ADAS Market Assessment in the COVID-19 Scenario

Application of Autonomous Trucking Technologies in 2019, 2030, and 2040

  • Logistics-Make to Sale
  • Port-Ship to Dispatch
  • Refuse-Collection to Disposal
  • Implementation Roadmap of Autonomous Trucks-By Use Cases
  • L1 and L2 ADAS Fitment Forecast for MCVs-EU
  • L1 and L2 ADAS Fitment Forecast for HCVs-EU
  • L1 and L2 ADAS Fitment Forecast for MCVs-North America
  • L1 and L2 ADAS Fitment Forecast for HCVs-North America
  • Progression of Automation in HD Trucks
  • Autonomous Truck Market Value-Forecast for Incremental Fitment Cost
  • Tele-operation for Autonomous Trucks
  • Freight Transfer Hubs-For Long-haul Autonomous Trucks
  • Truck Platooning Benefits and Challenges
  • Platooning-Phases I, II, and III

Key Elements of Autonomous Trucking-Technology, Investments, and Infrastructure

  • Supplemental Infrastructure Development-Ongoing Field Projects
  • V2X Technology Evolution for Piloting Autonomous Trucks
  • Autonomous Product Pipeline Plan of Major OEMs
  • Autonomous Product Roadmap
  • Autonomous Companies to Look Out For-A Frost & Sullivan Perspective
  • Strategic Partnerships in the Industry
  • Autonomous Trucking Ecosystem
  • Value Map by Ecosystem Participants
  • Building Blocks of an Autonomous Truck
  • Autonomous Truck Technology Roadmap-Hardware Focus
  • Autonomous Truck Technology Roadmap-Software Focus
  • Platform-based Approach for Future Vehicle Development
  • Technology Evolution-Radar Module
  • Technology Evolution-LiDAR Module
  • Technology Evolution-Forward Camera Module
  • Role of Sensor Data Fusion by Level of Automation
  • Levels of Autonomous Driving and Sensors

Full Autonomous Vehicles-Progression Outlook

  • Validation and Testing of Automated Vehicles
  • AV Testing and Deployment Laws-North America
  • AV Testing and Deployment Laws-North America (continued)
  • Legislative Initiatives in the United States for AVs
  • EU Member States' Initiatives for Testing of Automated CVs
  • Regulatory Overview-North America and Europe
  • Pilots, Trials and Testing-Major OEMs
  • Pilots, Trials and Testing-Major Start-ups
  • Authority Initiatives and Research Projects

Freight Model Forecast for 2030-For L4 Autonomous Vehicles

  • L4 AV Forecast-General Freight
  • Penetration of L4 Autonomous Trucks-By Segment
  • Estimation of Annual Freight Cost-For General Freight

Growth Opportunities

  • Growth Opportunity 1-Applications and Expansion
  • Growth Opportunity 2-Regulations and Liability
  • Growth Opportunity 3-Investments and Partnerships
  • Strategic Imperatives for Success and Growth

The Last Word

  • 4 Big Predictions
  • Legal Disclaimer

Appendix

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