ADAS / AV技術和組件市場（2020年版）

本報告調查了ADAS/AV技術和組件市場，包括市場預測，需求，技術趨勢，對ADAS和AV生態系統中所有實現技術的詳細分析以及特定於技術的銷售/定價。我們提供銷售等信息。

目錄

第1章調查範圍

第2章調查方法

第3章COVID-19之後的汽車需求

第4章ADAS乘客：1級和2級

第5章自動OEM乘用車：3級及以上

第6章ROBOTAXIS：自主移動即服務

第7章相機傳感器

• 市場預測
  • 按自動化級別劃分的攝像頭需求
  • 按技術類型分列的相機需求
• 技術趨勢
  • 前置主攝像頭（單聲道，立體聲，三合一）
  • 環視攝像頭系統
  • 熱像儀
  • 艙內監控：生長因子監控系統和手勢識別
• 供應商分析
  • 圖像傳感器供應商分析
  • 1級供應商分析

第8章雷達傳感器

• 市場預測
  • 按自動化級別劃分的雷達需求
  • 按技術類型劃分的雷達需求
• 技術趨勢
  • 短/中程雷達
  • 遠程雷達
  • 高分辨率成像雷達/4D雷達
• 供應商分析

第9章LIDAR傳感器

• 市場預測
• 技術趨勢
  • 機械掃瞄儀
  • 固態騎士
  • LIDAR供應商分析
  • LIDAR子組件
    • 光學探測器技術
    • VCSEL

第10章用於定位和定位的高精度GNSS

• 市場預測
• 技術趨勢

第11章滲透數據註釋

• 技術趨勢

第12章自主包裝的成本分析

• L1和L2自主包裝組件的銷售份額
• L3或更高級別的自動包裝組件的銷售份額

第13章附錄

• ADAS和自治功能
• 自治級別
• 從消費者的角度來看自動駕駛

This report is an outcome of M14 INTELLIGENCE leverage over the exhaustive research database on the ACES industry and its enabling technologies. The report covers -

Deep dive analysis on every enabling technology in ADAS and AV ecosystem that includes: perception & sensing hardware & software, contextual data interpretation, and AI machine learning software & hardware,

The market analysis in terms of sales, pricing, and value of important technologies covered are:

• 1. 3D sensing cameras for in-cabin and world-facing applications including in-cabin/driver monitoring/gesture recognition/occupant monitoring camera, forward ADAS/main camera, thermal camera, and surround-view camera system. Along with sub-component level analysis of CMOS Image Sensors, optics, & illumination sources

• 2. Long-range and short/medium-range LiDAR sensing with respect to major technologies that includes mechanical scanning, OPA, solid-state, FMCW, 3D flash, among others. Along with the illumination and photodetection technologies

• 3. Long-range and short/medium-range radar sensing systems

• 4. High-precision GNSS/INS, HD maps, V2X, machine learning/AI, software stack, middleware, OS, computing hardware, data annotation, AV testing and simulation (SIL, DIL, HIL, VIL) technologies

• 5. Demand analysis from the perspective of passenger and commercial vehicles specifically towards: robotaxis, autonomous shuttles/pods/delivery vehicles, long-haul platooning, level 3 highway pilot, level 4 highway pilot, level 4 automated valet parking

• 6. Mapping of key suppliers in each technology category by levels of automation (level 1/2, level 2++/3, and level 4) and OEM brands ADAS to Autonomous Vehicles - Levels of Automation across Passenger and Commercial Vehicles Segment Sensor Suite, Enabling Technologies for ADAS and Autonomous Driving Application

• 7.Holistic analysis of the combined impact of mega-trends on mobility such as automation, electrification, connected mobility, shared mobility, fleet services

• 8.Investments, funding, M&A, partnerships, collaborations in the AV ecosystem and its impact on the AV demand is analyzed

AV regulatory framework across major markets along with the analysis of AV readiness index

TABLE OF CONTENTS

01 SCOPE OF RESEARCH

02 RESEARCH METHODOLOGY

03 AUTOMOTIVE DEMAND POST COVID-19

04 ADAS PASSENGER VEHICLES - LEVEL 1 & 2

05 AUTONOMOUS OEM PASSENGER VEHICLES - LEVEL 3 AND ABOVE

06 ROBOTAXIS - AUTONOMOUS MOBILITY-AS-A-SERVICE

07 CAMERA SENSOR

• 1 MARKET FORECAST
  • 1 CAMERA DEMAND BY LEVELS OF AUTOMATION
  • 2 CAMERA DEMAND BY TECHNOLOGY TYPES
• 2 TECHNOLOGY TRENDS
  • 1 FORWARD MAIN CAMERA (MONO, STEREO, TRIPLE)
  • 2 SURROUND-VIEW CAMERA SYSTEM
  • 3 THERMAL CAMERA
  • 4 IN-CABIN MONITORING - DRIVER MONITORING SYSTEM AND GESTURE RECOGNITION
• 3 SUPPLIERS ANALYSIS
  • 1 IMAGE SENSOR SUPPLIERS ANALYSIS
  • 2 TIER 1 SUPPLIERS ANALYSIS

08 RADAR SENSOR

• 1 MARKET FORECAST
  • 1 RADAR DEMAND BY LEVELS OF AUTOMATION
  • 2 RADAR DEMAND BY TECHNOLOGY TYPES
• 2 TECHNOLOGY TRENDS
  • 1 SHORT/MEDIUM-RANGE RADAR
  • 2 LONG-RANGE RADAR
  • 3 HIGH-RESOLUTION IMAGING RADAR/ 4D RADAR
• 3 SUPPLIERS ANALYSIS

09 LIDAR SENSOR

• 1 MARKET FORECAST
• 2 TECHNOLOGY TRENDS
  • 1 MECHANICAL SCANNING LIDAR
  • 2 SOLID-STATE LIDAR
  • 3 LIDAR SUPPLIERS ANALYSIS
  • 4 LIDAR SUB-COMPONENTS
    • 1 PHOTODETECTOR TECHNOLOGIES
    • 2 VCSEL

10 HIGH PRECISION GNSS FOR MAPPING & LOCAILZATION

• 1 MARKET FORECAST
• 2 TECHNOLOGY TRENDS

11 PENETRATION OF DATA ANNOTATION

• 1 TECHNOLOGY TRENDS

12 AUTONOMY PACKAGE COST ANALYSIS

• 1 VALUE SHARE OF COMPONENTS FOR L1 AND L2 AUTONOMY PACKAGES
• 2 VALUE SHARE OF COMPONENTS FOR L3 AND ABOVE AUTONOMY PACKAGES

13 APPENDICES

• 1 ADAS AND AUTONOMOUS FUNCTIONS
• 2 LEVELS OF AUTONOMY
• 3 AUTONOMOUS DRIVING FROM CONSUMERS PERSPECTIVE