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市場調查報告書

港口自主經營(2021)

Port Automated Driving Report, 2021

出版商 ResearchInChina 商品編碼 1005363
出版日期 內容資訊 英文 160 Pages
商品交期: 最快1-2個工作天內
價格
港口自主經營(2021) Port Automated Driving Report, 2021
出版日期: 2021年05月06日內容資訊: 英文 160 Pages
簡介

由於全球貨運量的快速增長,預計在港口引入自動駕駛會更加活躍。全球運費自2020年6月以來大幅上漲,例如2021年3月6日每FEU 4,115美元,而2021年3月5日每FEU 1,358美元。 2021年頻繁的航運危機迫使許多出口商簽訂未來12個月的高額運費合同。

由於全球財政和金融刺激措施導致貨物需求增加、港口飽和狀態以及海員、碼頭工人和卡車司機短缺等因素,運輸成本上升,港口企業正在努力提高工作效率和解決勞動力短缺問題。

本報告調查了世界和中國的港口自動駕駛情況,提供了市場狀況和預測、發展趨勢、競爭狀況和主要公司簡介等信息。

目錄

第一章自主港口自動駕駛概述

  • 自主港口與自主駕駛介紹
  • 港口自動化作業分類
    • 港口自動駕駛的三大自動化解決方案
    • 港口自動駕駛自動化解決方案優缺點對比
    • 港口集裝箱跨運車
    • 港口集裝箱/跨運車行業的競爭形勢
    • AGV(自動導引車)
    • AGV 應用
    • 港口自動集裝箱卡車
  • 港口自動化作業的優勢(一)
  • 港口自動化作業的優勢(二)
  • 港口自動駕駛產業鏈
  • 港口自動駕駛發展趨勢

第二章港口自動駕駛市場現狀及預測

  • 港口自動駕駛行業標準和政策
    • 中國港口自動駕駛產業政策
    • 交通運輸部公佈智慧港口示範工程
    • 智慧港口建設方向
    • 中國港口自動駕駛行業標準
    • 港口自動駕駛的外交政策和標準
  • 港口行業現狀
    • 世界港口集裝箱吞吐量
    • 中國港口集裝箱處理量
    • 移植整體工作流程
    • 港口物流發展的重要性和困境
    • 港口自動化作業銷售
  • 港口自動駕駛市場規模
    • 港口自動化運營發展規劃
    • 全球港口自動駕駛市場規模
    • 中國港口集裝箱市場規模
    • 估算中國港口自動化運營成本
    • 中國港口自動駕駛市場規模
    • 在中國擁有 L4 級內部自主集裝箱卡車
  • 港口自動駕駛產業鍊及商業模式
    • 產業鏈架構
    • 產業鏈公司
    • 三種商業模式
    • 商業模式-合作模式
  • 港口自動駕駛與融資競爭態勢
    • 港口自動駕駛行業競爭態勢
    • 港口自動駕駛公司規模、合作港口、產品路線
    • 融資移植自動駕駛公司
  • 港口自動駕駛汽車分類
  • 港口自動駕駛發展面臨的挑戰與問題
    • 當前發展的特點
    • 主要操作問題
    • 技術問題
    • 發展趨勢
    • 分步發展目標

第三章港口自動駕駛解決方案及發展趨勢

  • 解決方案框架
    • 解決方案分類
    • 解決方案-Westwell Lab 自動駕駛解決方案
    • 主要應用技術
    • 應用自製AI芯片實現端口自動化操作
    • 航向數據智能為上海洋山港碼頭提供高清地圖
    • DeepMotion 為上海洋山港提供基於視覺的高清地圖解決方案
  • 港口自動駕駛技術趨勢(一)
  • 港口自動駕駛技術趨勢(二)
  • 港口自動駕駛技術趨勢(三)
  • 港口自動駕駛技術趨勢(4)

第四章港口自動駕駛應用實例

  • 港口自動化作業場景應用概述
    • 單輛自主貨櫃車在中國的應用(一)
    • 單輛自主貨櫃車在中國的應用(二)
    • 單輛自主貨櫃車在國外的應用
    • 船舶集裝箱裝卸作業
  • 天津港自動駕駛
    • 示範區
    • 5G遙控及整體裝卸流程
    • 船舶集裝箱裝卸作業
  • 上海洋山港四期自治碼頭
    • AGV
    • 5G智能重卡
  • 中遠海運港口有限公司廈門遠洋碼頭運營自主集裝箱卡車
  • 媽灣智慧港5G+自動駕駛項目
  • 自主港口新探索

第五章主要港口自動駕駛企業

  • 韋斯特韋爾實驗室
    • 個人資料
    • 自治港口發展史
    • WellOcean 智能港口系統
    • 港口自動駕駛解決方案
    • 自主電動重型卡車
    • 自治端口解決方案
    • 港口遠程控制系統
    • 仿腦神經芯片
    • 港口自動駕駛應用業務
    • 自主端口綁定
  • 北京幹線科技
    • 個人資料
    • 自治港口發展史
    • 水平港口運輸的 L4 級自動駕駛解決方案
    • 港口自動集裝箱卡車
    • 自治港申請
    • 聯盟
  • Fabu.Ai
    • 個人資料
    • 人工智能芯片
    • L4自主集裝箱卡車在港口混裝作業
    • L4 自主集裝箱船在港口運營
    • 發展規劃
  • Plusgo
    • 個人資料
    • 發展規劃
    • idriver 全棧自動駕駛系統
    • 自主集裝箱卡車
    • 港口自動化作業應用(一)
    • 港口自動化作業應用(二)
    • 與吉利合作推出 OEM 端口自動駕駛解決方案
  • 海雨科技
    • 個人資料
    • LiDAR 物體識別系統
    • 商用車車輛控制單元 (VCU)
    • 自主集裝箱卡車項目
    • 發展規劃
  • 高級
    • 個人資料
    • 港口自主電動貨櫃車
  • Deeproute.Ai
    • 個人資料
    • 自動駕駛系統
    • 自動駕駛系統應用
    • 港口自動駕駛項目
    • 自動駕駛的發展趨勢
  • TuSimple
    • 個人資料
    • 自動駕駛技術
    • 港口自動駕駛應用
  • 雲山科技
    • 個人資料
    • 組織架構
    • 自治端口解決方案
    • 港口自主拖車
    • 與招商局(國際)信息技術(CMHIT)共建智慧港口
    • 自主端口綁定
  • MoonX.AI
    • 個人資料
    • 端口自動運行
  • 振華重工
    • 個人資料
    • AGV上下料系統
    • 自主跨運車 (1)
    • 自主跨運車 (2)
    • 智能貨櫃車
    • 中東大型現代化自動化集裝箱碼頭
  • 三一重工
    • 個人資料
    • 港口自動化作業技術
    • 港口自動駕駛項目實施
目錄

The surging global freight shipping rates will rev up the deployment of automated driving in ports.

The global freight shipping rates have enjoyed a marked increase since June 2020, for example, from USD1,358 per FEU on March 5, 2021 to USD4,115 per FEU on March 6, 2021. The frequent shipping crises in 2021 have forced many exporters to sign freight contracts for the next 12 months at high prices.

A combination of factors including soaring demand for goods boosted by global fiscal and monetary stimulus, saturated ports, and shortage of ship and dock workers and truck drivers trigger the increase in shipping costs. Port operators are keen on higher operation efficiency and solutions to labor shortage.

Globally, foreign countries made an early start on straddle carrier and AGV, having won a place in the market. Yet it is hard for them to accelerate port container turnover and lower operating cost in a short time, due to rising international shipping costs, too long time taken to deploy AGVs, and larger space needed for autonomous straddle carriers. While, autonomous container trucks cost less than other solutions, its rapid deployment only requires introduction of intelligent roadside facilities to existing smart terminals. It is predicted that large container ports worldwide will work to deploy autonomous container trucks from 2021 onwards.

As a key importer and exporter in the world, China is trying hard to promote autonomous driving that enables port logistics and enhance the construction of new-generation automated terminals and the mass adoption of autonomous container trucks. By 2025, some coastal container hub ports should preliminarily build intelligent systems that enable comprehensive perception, internet of everything, and port-truck cooperation; by 2035, container hub ports should complete the construction of intelligent systems, according to the Guideline to Accelerate the Building of World-class Ports issued by the Ministry of Transport of China. Faster progress in construction of "new infrastructure" in ports comes with the boom of 5G, CVIS and autonomous driving technologies.

Autonomous logistics covers the whole process from port shipping hubs to trunk highways.

Port automated driving is a typical closed scenario of low speed operation and a representative scenario that is the first one to allow for commercial use of autonomous driving. In current stage, China boasts the ownership of more than 25,000 container trailers, but most port terminals still depend on manned container trucks, with the penetration of autonomous ones lower than 2%.

It is expected that in 2025, 6,000 to 7,000 L4 autonomous container trucks will come into service in Chinese ports, with their penetration over 20%; China's port automated driving market will be worth more than RMB6 billion in 2025, holding roughly 30% of the global market.

Despite not a big market, port automated driving creates a demonstration effect and many derivatives, such as autonomous logistics scenario covering the whole process from shipping to port and then to trunk highway and logistics hub.

At first, port autonomous container trucks take priority to acquire the rights of transporting containers from ships to container yards to distributing centers. On one estimate, China's trunk logistics market valued at RMB5 trillion or so (approximately USD700 billion) attracts autonomous driving investors. In 2020, half the autonomous driving funding cases in China targeted start-ups making deployments in commercial vehicles. Among the 19 investees, 8 that deploy trunk logistics scenarios averagely raised more funds than those focusing on other segments.

On April 15, 2021, TuSimple listed its shares on Nasdaq, with the first-day closing price at USD40 a share sending its market capitalization to USD8.48 billion. TuSimple concentrates on L4 automated driving for such logistics scenarios as highways, ports and sites. In March 2021, TuSimple became qualified for intelligent connected vehicle demonstration application in Shanghai, which allows it to carry out load tests on designated test roads in the downtown, Lingang Logistics Park, East Sea Bridge and Yangshan Port within the Lin-gang Special Area of China (Shanghai) Pilot Free Trade Zone.

Port logistics has been a critical application scenario of autonomous vehicles. That is mainly because:

First, port automated driving can be deployed in the shortest time, pays off and offers a clear business model. It is expected the commercial use of port automated driving will be widespread in the next two or three years. Actual operation of automated driving that needs heavy investment and has a long payback period, allows for testing technologies in ports and also brings benefits, making the commercial operation a reality in a short term.

Second, it takes just one or two years to extend the commercial use of automated driving from ports to trunk logistics, because the two scenarios share hardware devices of commercial vehicles like chassis and use the common engineering approaches, and the large-scale commercial operations in ports will accumulate and iterate capabilities of algorithm, engineering, operation and commercialization rapidly, preparing for future extension to external container trucks and trunk logistics.

China already has 13 ports introducing autonomous container trucks.

Since 2018, China has speeded up construction of autonomous ports. Quite a few autonomous driving solution providers have phased in application to autonomous trucks for commercial trial use. At present, there are 13 ports applying autonomous container trucks, including Shanghai Yangshan Port, Tianjin Port, Mawan Port, Ningbo Zhoushan Port, Zhuhai Port and Xiamen Port, which forms a "north-central-south" coastal deployment pattern.

China: port automated driving is often found in the southeast coastal ports, especially in new or expanded coastal port projects like Shenzhen Mawan Smart Port, Shanghai Yangshan Port, Ningbo Zhoushan Port and Tianjin Port, while hardly seen in inland ports and river terminals due to more bulk cargos and less containers there.

Overseas: Chinese companies are making an aggressive expansion in overseas markets. In 2020, Shanghai Zhenhua Heavy Industries (ZPMC) and Westwell Lab began to operate Westwell Lab Q-Truck at Khalifa Port Container Terminal Phase II in Abu Dhabi, UAE; in April 2020, Westwell Lab's 6 Q-Truck trucks went into operation in Laem Chabang, Thailand and completed 12-hour continuous loading and unloading operation.

In the scenario of horizontal transportation at port container terminals, autonomous driving solutions that enable single vehicles are not enough to meet the current actual needs of smart terminals. Fleet-level scheduling systems are thus needed to bridge the gap between the original production operation system and single vehicles to let the two systems work together smoothly for higher overall efficiency.

Development Trends of Port Automated Driving

5G-based network communication (5G Port Private Network+MEC+V2X): "port automated driving" requires low latency, large bandwidth, high reliability communication connections; communication systems for large special operation equipment for automated terminals need to afford efficient and reliable transmission of control, multi-channel video and other information. 5G V2X is a new engine for the construction of "smart ports".

In September 2020, Beijing Trunk Technology Co., Ltd.'s autonomous container trucks packed 5G V2X technology, a solution to ultra-long truck queues in port logistics hubs. 5G V2X enables autonomous container trucks to perceive more widely for better interconnection with other production equipment and systems in port areas. Moreover, based on low-latency, high-bandwidth 5G networks, the cloud computing and remote monitoring services enable real-time system optimization, intelligent scheduling control and remote driving.

Electrified/hydrogen fuel-powered: transport vehicles in autonomous ports feature electric drive, quicker response, direct power supply to the autonomous driving system, and higher efficiency than fuel-powered vehicles. Electric vehicles for autonomous ports hold the trend. Among current autonomous container trucks operated in ports, 8 models, or 61.5% of the total are electric drive.

SAIC-Iveco Hongyan Commercial Vehicle Co., Ltd. has introduced intelligent hydrogen fuel cell heavy trucks, giving full support to construction of green ports and green transportation systems. In April 2020, Shenzhen Center Power Tech. Co., Ltd. made a strategic investment in Westwell Lab, aiming at co-developing port hydrogen-powered autonomous vehicles and building a port AI + hydrogen energy ecosystem in an age of 5G+AIoT.

Top-level design: through the lens of digitalization in the whole industry, port scenario lags behind others in such as digital concept and new technology application. Greater effort should be made on new digital technology development and top-level design, and data flow + business flow development plan on the basis of other technologies. Top-level design brings a shake-up to existing port information and intelligent construction resources.

In January, 2021, Beijing Trunk Technology Co., Ltd. and Huawei signed a cooperative agreement in Tianjin Port. With its 5G technology, Huawei provides "Car Cloud"-"Roadside"-"Car End" port intelligent driving solutions. In August 2020, Alibaba Cloud won the bidding of Shandong Port Group (China's first smart port owning 4 port companies: Qingdao Port, Rizhao Port, Yantai Port and Bohai Bay Port) for top-level design schemes.

Platooning/CVIS: in the closed port environment with multiple scenarios, autonomous container trucks need to communicate with other container trucks, other types of vehicles, port equipment and containers. Fleet operation and CVIS is a trend for port automated driving.

In November 2020, the platooning of 13 autonomous container trucks independently developed and delivered by Beijing Trunk Technology Co., Ltd. was carried out in Ningbo Zhoushan Port. This is another delivered mass-production project of the company following the commercial order for 25 autonomous container trucks from Tianjin Port.

Table of Contents

01 Overview of Automated Driving for Autonomous Ports

  • 1.1 Introduction to Autonomous Ports and Automated Driving
  • 1.2 Classification of Port Automated Driving
    • 1.2.1 Three Automation Solutions for Port Automated Driving
    • 1.2.2 Comparison of Advantages and Disadvantages between Automation Solutions for Port Automated Driving
    • 1.2.3 Port Container Straddle Carrier
    • 1.2.4 Competitive Landscape of Port Container Straddle Carrier Industry
    • 1.2.5 AGV (Automated Guided Vehicle)
    • 1.2.6 AGV Application
    • 1.2.7 Port Autonomous Container Trucks
  • 1.3 Advantages of Port Automated Driving (1)
  • 1.4 Advantages of Port Automated Driving (2)
  • 1.5 Port Automated Driving Industry Chain
  • 1.6 Development Trends of Port Automated Driving

02 Status Quo of Port Automated Driving Market and Forecast

  • 2.1 Standards and Policies Concerning Port Automated Driving Industry
    • 2.1.1 China's Port Automated Driving Industry Policies
    • 2.1.2 Smart Port Demonstration Projects Announced by the Ministry of Transport of China
    • 2.1.3 Smart Port Construction Directions
    • 2.1.4 China's Port Automated Driving Industry Standards
    • 2.1.5 Foreign Policies and Standards Concerning Port Automated Driving
  • 2.2 Status Quo of Port Industry
    • 2.2.1 Global Port Container Throughput
    • 2.2.2 Port Container Throughput in China
    • 2.2.3 Overall Workflow of Ports
    • 2.2.4 Importance and Dilemma of Port Logistics Development
    • 2.2.5 Value of Port Automated Driving
  • 2.3 Port Automated Driving Market Size
    • 2.3.1 Development Plans for Port Automated Driving
    • 2.3.2 Global Port Automated Driving Market Size
    • 2.3.3 China's Port Container Market Size
    • 2.3.4 Estimated Port Automated Driving Cost in China
    • 2.3.5 Port Automated Driving Market Size in China
    • 2.3.6 Ownership of L4 Internal Autonomous Container Trucks in China
  • 2.4 Port Automated Driving Industry Chain and Business Models
    • 2.4.1 Industrial Chain Architecture
    • 2.4.2 Industry Chain Enterprises
    • 2.4.3 Three Business Models
    • 2.4.4 Business Models-Cooperation Mode
  • 2.5 Competitive Landscape and Financing of Port Automated Driving
    • 2.5.1 Competitive Landscape of Port Automated Driving Industry
    • 2.5.2 Scale, Cooperative Ports and Product Routes of Port Automated Driving Players
    • 2.5.3 Financing of Port Automated Driving Players
  • 2.6 Classification of Port Autonomous Vehicles
  • 2.7 Problems and Challenges in Development of Port Automated Driving
    • 2.7.1 Current Development Characteristics
    • 2.7.2 Main Problems in Operation
    • 2.7.3 Technical Challenges
    • 2.7.4 Development Trends
    • 2.7.5 Phased Development Goals

03 Port Automated Driving Solutions and Development Trends

  • 3.1 Solution Framework
    • 3.1.1 Classification of Solutions
    • 3.1.2 Solutions-Westwell Lab Automated Driving Solution
    • 3.1.3 Main Application Technologies
    • 3.1.4 Homemade AI Chips to be Applied to Port Automated Driving
    • 3.1.5 Heading Data Intelligent Provides HD Maps for Shanghai Yangshan Port Terminal
    • 3.1.6 DeepMotion Provides Vision-based HD Map Solutions for Shanghai Yangshan Port
  • 3.2 Port Automated Driving Technology Trends (1)
  • 3.3 Port Automated Driving Technology Trends (2)
  • 3.4 Port Automated Driving Technology Trends (3)
  • 3.5 Port Automated Driving Technology Trends (4)

04 Port Automated Driving Application Cases

  • 4.1 Summary of Port Automated Driving Scenario Applications
    • 4.1.1 Application of Single Autonomous Container Trucks in China (1)
    • 4.1.2 Application of Single Autonomous Container Trucks in China (2)
    • 4.1.3 Application of Single Autonomous Container Trucks in Foreign Countries
    • 4.1.4 Ship Container Loading and Unloading Operation
  • 4.2 Automated Driving in Tianjin Port
    • 4.2.1 Demonstration Zone
    • 4.2.2 5G Remote Control and Whole Loading and Unloading Process
    • 4.2.3 Ship Container Loading and Unloading Operation
  • 4.3 Phase IV Autonomous Terminal of Shanghai Yangshan Port
    • 4.3.1 AGV
    • 4.3.2 5G Intelligent Heavy Duty Truck
  • 4.4 Operation of Autonomous Container Trucks at Xiamen Ocean Gate Terminal of COSCO SHIPPING Ports Limited
  • 4.5 Mawan Smart Port 5G+ Automated Driving Project
  • 4.6 New Explorations of Autonomous Ports

05 Main Port Automated Driving Players

  • 5.1 Westwell Lab
    • 5.1.1 Profile
    • 5.1.2 Development History of Autonomous Ports
    • 5.1.3 WellOcean Smart Port System
    • 5.1.4 Port Automated Driving Solutions
    • 5.1.5 Autonomous Electric Heavy Truck
    • 5.1.6 Autonomous Port Solutions
    • 5.1.7 Port Remote Operation System
    • 5.1.8 Brain-inspired Neurochip
    • 5.1.9 Port Automated Driving Application Projects
    • 5.1.10 Autonomous Port Partners
  • 5.2 Beijing Trunk Technology
    • 5.2.1 Profile
    • 5.2.2 Development History of Autonomous Ports
    • 5.2.3 L4 Automated Driving Solutions for Port Horizontal Transportation
    • 5.2.4 Port Autonomous Container Trucks
    • 5.2.5 Autonomous Port Application
    • 5.2.6 Partners
  • 5.3 Fabu.Ai
    • 5.3.1 Profile
    • 5.3.2 AI Chips
    • 5.3.3 L4 Autonomous Container Truck Mixed Operation in Ports
    • 5.3.4 L4 Autonomous Container Ship Operation in Ports
    • 5.3.5 Development Plan
  • 5.4 Plusgo
    • 5.4.1 Profile
    • 5.4.2 Development Plan
    • 5.4.3 idriver Full-stack Automated Driving System
    • 5.4.4 Autonomous Container Trucks
    • 5.4.5 Port Automated Driving Application (1)
    • 5.4.6 Port Automated Driving Application (2)
    • 5.4.7 Cooperating with Geely to Launch OEM Port Automated Driving Solutions
  • 5.5 HiRain Technologies
    • 5.5.1 Profile
    • 5.5.2 LiDAR Object Recognition System
    • 5.5.3 Vehicle Control Unit (VCU) for Commercial Vehicles
    • 5.5.4 Autonomous Container Truck Projects
    • 5.5.5 Development Plan
  • 5.6 SENiOR
    • 5.6.1 Profile
    • 5.6.2 Port Autonomous Electric Container Truck
  • 5.7 Deeproute.Ai
    • 5.7.1 Profile
    • 5.7.2 Automated Driving System
    • 5.7.3 Automated Driving System Application
    • 5.7.4 Port Automated Driving Projects
    • 5.7.5 Development Trends of Automated Driving
  • 5.8 TuSimple
    • 5.8.1 Profile
    • 5.8.2 Automated Driving Technology
    • 5.8.3 Port Automated Driving Application
  • 5.9 Yunshan Technologies
    • 5.9.1 Profile
    • 5.9.2 Organizational Structure
    • 5.9.3 Autonomous Port Solutions
    • 5.9.4 Autonomous Trailers for Ports
    • 5.9.5 Build Smart Ports Together with China Merchants Holdings (International) Information Technology (CMHIT)
    • 5.9.6 Autonomous Port Partners
  • 5.10 MoonX.AI
    • 5.10.1 Profile
    • 5.10.2 Port Automated Driving
  • 5.11 ZPMC
    • 5.11.1 Profile
    • 5.11.2 AGV Loading and Unloading System
    • 5.11.3 Autonomous Straddle Carrier (1)
    • 5.11.4 Autonomous Straddle Carrier (2)
    • 5.11.5 Intelligent Container Truck
    • 5.11.6 Large Modern Automated Container Terminal in Middle East
  • 5.12 Sany Marine Heavy Industry
    • 5.12.1 Profile
    • 5.12.2 Port Automated Driving Technology
    • 5.12.3 Implementation of Port Automated Driving Projects