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全球及中國 PBV（專用車）和 Robocar 市場分析（2022 年）
市場調查報告書
商品編碼
1073242

全球及中國 PBV（專用車）和 Robocar 市場分析（2022 年）

Global and China Purpose Built Vehicle (PBV) and Robocar Report, 2022
出版日期: | 出版商: ResearchInChina | 英文 150 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

PBV（Purpose Built Vehicle）是基於中小型貨車和多廂貨車的專用車輛。 PBV供應商採取自主研發車身上下部分的方式，在同一個底盤平台上衍生出不同車型，滿足定制化需求。相比傳統的整車開發，其優勢在於能夠縮短開發週期，應對產品形態和盈利模式的多樣化。

Robocar是指可以像汽車一樣自由移動的機器人，有4級自動駕駛的車輛等多種形態。目前，機器人出租車和機器人公交車是主流。未來，Robocar還將升級到Level 5自動駕駛，能夠適應自學習、自主決策、各種場景和惡劣天氣。

本報告分析了全球和中國 PBV 和 Robocar 市場，並調查了技術概要、當前發展趨勢、主要供應商概況和發展/銷售趨勢。

目錄

第1章 PBV與Robocar

  • PBV (Purpose Built Vehicle)
    • PBV定義
    • PBV開發動向
  • Robocar
    • 定義與分類
    • Robocars開發動向

第2章 PBV供應商

  • PBV供應商概況
  • PIX Moving
  • Didi
  • Arrival
  • Rivian
  • Canoo
  • U Power

第3章 Robocar供應商

  • Robocar供應商概況
  • Baidu
  • QCRAFT
  • Pony.ai
  • WeRide
  • UISEE Technology
  • iDriverPlus
  • AgileX Robotics
  • Hyundai Motor Group
簡介目錄
Product Code: JXM009

PBV and Robocar research: new idea of building brick cars, a new car type for future mobility

Building brick cars moves the cheese of traditional OEMs.

Purpose built vehicle (PBV) refers to special purpose vehicles based on small/medium-sized van or multi-box van. PBV suppliers adopt the approach of independent development of upper and lower vehicle bodies, and derive various vehicle types on the same chassis platform, meeting customization needs. Compared with conventional integrated vehicle development, such a development method has unique features below:

Short development cycle and low cost

PBVs built on the same chassis don't need repeated development, which shortens the start-of-production and time-to-market of new models. The standardized chassis components can also be reused, reducing manufacturing costs.

For example, the use of "UP Super Board" developed by Shanghai U Power Technology Co., Ltd. cuts down the orignal 2 or 3 years of vehicle R&D cycle to 12 months, and the R&D costs by up to 60%.

Diversified PBV product forms

The flexible and changeable upper space of PBV allows a variety of product forms. For example, a PBV can be a logistics vehicle, a retail vehicle, a car, a bus, a sanitation vehicle, and so forth.

From the product layout of PBV suppliers, it can be seen that the product forms of PBV are led by three vehicle types: van, pickup and sedan. Wherein, PIX Moving enjoys the broadest range of product forms, involving four fields: passenger car, commercial vehicle, freight vehicle and special vehicle; U Power boasts the most abundant PBV product lineups and deploys five vehicle types, covering three fields: passenger car, commercial vehicle, and freight vehicle; with single PBV product form, Didi has only one product, D1, a customized car for the online ride-hailing mobility scenario. Didi plans to iterate a version every 18 months, to D3 in 2025 when 1 million units will be launched; and to remove the cockpit and realize autonomous driving in 2030.

Diversified PBV profit models

Through the lens of business models, PBV suppliers often apply the To B model. Among them, PIX Moving, Arrival and Rivian employ both To B and To C models. For instance, PIX Moving starts with Robobus at the business end in a bid for quick commercialization, and will build a complete marketing system after launching consumer products.

As for manufacturing, all suppliers except for Didi have their own production bases. Didi partners with BYD to produce D1 at BYD's base in Changsha city. In June 2021, Canoo started building a production line in Oklahoma, the US, and ceased the outsourcing contract with VDL Nedcar, opting to build cars by itself.

There are mainly three profit models: vehicle sales, rental, and software subscription & other value-added services. Didi and Arrival apply the rental model, but their rental schemes are different. Didi offers two rental schemes that target Didi drivers: half-year rental, with a monthly rent of RMB4,399; one-year rental, RMB4,299 per month. Arrival, however, aims at third-party lessors such as LeasePlan (in 2021, Arrival and LeasePlan signed a sales cooperation agreement for 3,000 vans). For profits, the supplier Canoo has begun to take into account both the subscription and vehicle sales models.

Is Robocar the ultimate form of PBV products?

The new idea of building brick cars gives birth to diversified vehicle forms, including Robocar, a robot that looks like a vehicle, can move freely and is capable of L4 autonomous driving. The product forms of Robocars are led by Robotaxi and Robobus. At present, Robotaxies built by Baidu, Pony.ai, QCRAFT and the like have begun to run. In the future, Robocars will also be upgraded to L5 autonomy, competent enough to self-learn, make decisions independently, and adapt to a variety of complex scenarios and inclement weather like rain and fog, and they will completely replace humans by then.

Table of Contents

1. PBV and Robocar

  • 1.1 PBV
    • 1.1.1 Definition of PBV
    • 1.1.2 Development Trends of PBV
  • 1.2 Robocar
    • 1.2.1 Definition and Classification
    • 1.2.2 Development Trends of Robocar

2. PBV Suppliers

  • 2.1 Summary of PBV Suppliers
  • 2.2 PIX Moving
    • 2.2.1 Profile
    • 2.2.2 Development History
    • 2.2.3 Skateboard Chassis and Industrial Application Matrix
    • 2.2.4 PBV Products
    • 2.2.5 PBV Products - Robobus
    • 2.2.6 Cooperation Dynamics
  • 2.3 Didi
    • 2.3.1 Profile
    • 2.3.2 PBV Product Features and ADAS Functions
    • 2.3.3 PBV Business Model and Cooperation Dynamics
  • 2.4 Arrival
    • 2.4.1 Profile
    • 2.4.2 Development History and Planning
    • 2.4.3 PBV Product Lineup
    • 2.4.4 PBV Products - Arrival Van Classification
    • 2.4.4 PBV Products - Arrival Van H3L4
    • 2.4.4 PBV Products - Arrival Bus
    • 2.4.4 PBV Products - Arrival Car
    • 2.4.5 Cooperation Dynamics
  • 2.5 Rivian
    • 2.5.1 Profile
    • 2.5.2 Financing
    • 2.5.3 Development History
    • 2.5.4 PBV Product Lineup
    • 2.5.5 PBV Products - R1T Classification
    • 2.5.5 PBV Products - R1T Features and ADAS Functions
    • 2.5.5 PBV Products - R1S Classification
    • 2.5.5 PBV Products - R1S Features and ADAS Functions
    • 2.5.5 PBV Products - EDV Classification
    • 2.5.5 PBV Products - EDV Features and ADAS Functions
    • 2.5.6 Cooperation Dynamics
  • 2.6 Canoo
    • 2.6.1 Profile
    • 2.6.2 Development History
    • 2.6.3 PBV Product Lineup
    • 2.6.4 PBV Products - Lifestyle Vehicle Classification
    • 2.6.4 PBV Products - Lifestyle Vehicle Features and ADAS Functions
    • 2.6.4 PBV Products - MPDV Classification
    • 2.6.4 PBV Products - MPDV
    • 2.6.4 PBV Product - Pickup
    • 2.6.5 PBV Business Model
    • 2.6.6 Cooperation Dynamics
  • 2.7 U Power
    • 2.7.1 Profile
    • 2.7.2 PBV Products
    • 2.7.3 Cooperation Dynamics

3. Robocar Suppliers

  • 3.1 Summary of Robocar Suppliers
    • 3.1.1 Operation Comparison of Robotaxi Products
  • 3.2 Baidu
    • 3.2.1 Profile
    • 3.2.2 Main Technologies
    • 3.2.3 Robocar Product Matrix
    • 3.2.4 Robocar - Robotaxi Generations
    • 3.2.4 Robocar - Features of Latest Generation Robotaxi
    • 3.2.4 Robocar - Operation of Robotaxi
    • 3.2.4 Robocar - Operation Model of Robotaxi
    • 3.2.4 Robocar - Robotaxi Fleet Management Platform
    • 3.2.4 Robocar - "Apolong" Robobus Generations
    • 3.2.4 Robocar - "Apolong" Robobus 1.0
    • 3.2.4 Robocar - Features of "Apolong" Robobus 2.0
    • 3.2.4 Robocar - Autonomous Driving and Interaction Capabilities of "Apolong" Robobus 2.0
    • 3.2.4 Robocar - Features of "Apolong" Robobus Apollo II
    • 3.2.4 Robocar - Cockpit and Interaction of "Apolong" Robobus Apollo II
    • 3.2.4 Robocar - Operation of "Apolong" Robobus
    • 3.2.4 Robocar - Features of DeepWay Trunk Logistics Robocar
    • 3.2.4 Robocar - Autonomous Driving Functions of DeepWay Trunk Logistics Robocar
    • 3.2.4 Robocar - Features of Autonomous Mining Robotruck
    • 3.2.4 Robocar - Commercialization Roadmap of Autonomous Mining Robotruck
    • 3.2.4 Robocar - Retail Robocar
  • 3.3 QCRAFT
    • 3.3.1 Profile
    • 3.3.2 Main Technologies
    • 3.3.3 Robocar Product Matrix
    • 3.3.4 Robocar - Dragon Boat One
    • 3.3.4 Robocar - Operation of Dragon Boat One
    • 3.3.4 Robocar - Dragon Boat Long
    • 3.3.4 Robocar - Sharing Bus
    • 3.3.4 Robocar - Dragon Boat Space
    • 3.3.5 Operation Model
    • 3.3.6 Dynamics in Robocar Development and Cooperation
  • 3.4 Pony.ai
    • 3.4.1 Profile
    • 3.4.2 Financing
    • 3.4.3 Main Technologies
    • 3.4.4 Robocar Product Matrix
    • 3.4.5 Robocar - Robotaxi Models
    • 3.4.5 Robocar - Robotaxi Equipped with the 6th-Gen ADS
    • 3.4.5 Robocar - Robotruck
    • 3.4.5 Robocar - Robotruck Commercial Operation Roadmap
    • 3.4.6 Dynamics in Robocar Development and Cooperation
  • 3.5 WeRide
    • 3.5.1 Profile
    • 3.5.2 Financing
    • 3.5.3 Main Technologies
    • 3.5.4 Robocar Product Matrix
    • 3.5.4 Robocar - Robotaxi
    • 3.5.4 Robocar - Robobus
    • 3.5.4 Robocar - Robovan
    • 3.5.5 Operation Model
    • 3.5.6 Dynamics in Robocar Development and Cooperation
  • 3.6 UISEE Technology
    • 3.6.1 Profile
    • 3.6.2 Main Technologies
    • 3.6.3 Robocar Product Matrix
    • 3.6.4 Robocar - Features of Robocar for Autonomous Logistics
    • 3.6.4 Robocar - Commercial Use and Cooperation Cases of Robocar for Autonomous Logistics
    • 3.6.4 Robocar - Robocar for Autonomous Public Transport
    • 3.6.4 Robocar - Commercial Use and Cooperation Cases of Robocar for Autonomous Public Transport
    • 3.6.4 Robocar - Robocar in Passenger Car Field
    • 3.6.4 Robocar - Features of Robocar for Autonomous Delivery
    • 3.6.4 Robocar - Commercial Use and Cooperation Cases of Robocar for Autonomous Delivery
  • 3.7 iDriverPlus
    • 3.7.1 Profile
    • 3.7.2 Main Technologies
    • 3.7.3 Robocar Product Matrix
    • 3.7.4 Robocar - Wobida, a Robocar for Autonomous Logistics
    • 3.7.4 Robocar - Robocar in Passenger Car Field
    • 3.7.4 Robocar - Robocar for Autonomous Sanitation
    • 3.7.5 Dynamics in Robocar Development and Cooperation
  • 3.8 AgileX Robotics
    • 3.8.1 Profile
    • 3.8.2 Mobile Robot Product Lineup
    • 3.8.3 Mobile Robot - 4WD Chassis SCOUT 2.0
    • 3.8.3 Mobile Robot - 4WD Chassis SCOUT MINI
    • 3.8.3 Mobile Robot - Ackermann Chassis HUNTER 2.0
    • 3.8.3 Mobile Robot - AGV Chassis TRACER
    • 3.8.3 Mobile Robot - Tracked Chassis BUNKER
    • 3.8.3 Mobile Robot - Omni-directional Chassis Ranger Mini
    • 3.8.4 Cooperation Dynamics
  • 3.9 Hyundai Motor Group
    • 3.9.1 Profile
    • 3.9.2 Robotic Product Lineup of Boston Dynamics
    • 3.9.3 Future Mobility Vision of Hyundai Motor Group
    • 3.9.4 Three Future Mobility Solutions of Hyundai Motor Group
    • 3.9.5 PnD Module of Hyundai Motor
    • 3.9.6 Hyundai Motor's Small Mobile Platform - MobED