市場調查報告書

自動駕駛商用車產業分析 (2019∼2020年)

Autonomous Commercial Vehicle Industry Report, 2019-2020

出版商 ResearchInChina 商品編碼 929171
出版日期 內容資訊 英文 280 Pages
商品交期: 最快1-2個工作天內
價格
自動駕駛商用車產業分析 (2019∼2020年) Autonomous Commercial Vehicle Industry Report, 2019-2020
出版日期: 2020年03月11日內容資訊: 英文 280 Pages
簡介

商用車比起乘用車將會更快落實商業化,全球各國共有50家投入,市場競爭激烈,巨額的投資正逐漸增加。即便在中國,相關法規、技術標準的整備、基礎建設及車隊跟車測試等,正積極進行中。

本報告分析全球及中國的商用車產業趨勢,包括產品/解決方案的概要、到目前為止的技術開發、實用化測試的狀況、相關法規/規格概要、商用車隊規格概要、商用車隊自動跟車實用化之趨勢、外商及國內企業 (解決方案供應商、商用車廠商)的檔案、業績及事業發展狀況等情報彙整。

第1章自動駕駛商用車產業之概要

  • 目前發展狀況之概要
    • 商用車的定義
    • 自動駕駛商用車的必要性
    • 由於自動駕駛技術的普及,商用車的優勢為何
    • 自動駕駛商用車在國內外的開發階段
    • 自動駕駛商用車:可預測之開發路徑
    • 自動駕駛卡車之開發階段
    • 自動駕駛卡車特徵:不同開發階段
  • 自動駕駛商用車技術
    • 自動駕駛商用車/技術的典型運用場景
    • 商用車的典型運用場景技術解決方案
    • 自動駕駛商用車的關鍵技術
    • 自動駕駛商用車參考架構
    • 自動駕駛商用車的發展
    • L1-L2商用車所需的ADAS功能
  • 自動駕駛商用車及各種規範
    • 全球的煞車控制□ADAS關聯規範之時間表 (不同地域)
    • 主動安全與ADAS:不同國家在法令上及規定上之必要條件
    • 中國的主動安全與ADAS相關法規正迅速發展
    • 2019年最新法規政策
  • 自動駕駛商用車面臨的挑戰及配套措施
    • 自動駕駛商用車面臨的挑戰
    • 接受自動駕駛商用車
    • 自動駕駛卡車面臨的挑戰及影響
    • 自動駕駛對卡車業界利益關係者帶來的影響
    • 自動駕駛商用車不可或缺的相關基礎設施
    • 自動駕駛商用車相關基礎設施:歐洲道路之分類
    • 自動駕駛商用車相關基礎設施:中國道路之分類
  • 自動駕駛卡車之市場規模預測
    • 全球/中國的自動駕駛卡車市場規模預測
    • 自動駕駛卡車市場規模預測:不同種類
  • 相關組織及重要專案
    • EATA
    • ENSEMBLE
    • ENSEMBLE的里程碑

第2章 商用車的自動跟車技術

  • 卡車車隊自動跟車 (platooning)
  • 卡車車隊自動跟車:概略
    • 卡車車隊自動跟車的關鍵零件與功能
    • 卡車車隊自動跟車技術的發展
    • 卡車車隊自動跟車技術之市場規模
    • 卡車車隊自動跟車技術測試可節約石油
    • 全球卡車車隊自動跟車現狀
    • 各國的卡車車隊自動跟車專案 (2018∼2020年)
    • 卡車車隊自動跟車專案之比較
    • 卡車車隊自動跟車技術開發之歷史
    • 卡車車隊自動跟車技術之專利分析
  • 歐洲卡車車隊自動跟車現況
  • 美國卡車車隊自動跟車現況
    • 美國卡車車隊自動跟車概述
    • 美國國內美國卡車車隊自動跟車專案
    • 美國美國卡車車隊自動跟車測試
    • 美國國內針對美國卡車車隊自動跟車法規:各州
  • 中國卡車車隊自動跟車現況
    • 中國國內具代表性之卡車車隊自動跟車專案 (2018年)
    • Cainiao的自動駕駛卡車車隊自動跟車測試
    • 中國首度大規模商用車隊自動跟車測試
    • 車隊自動跟車:建構ICV標準系統的重要因素
    • 中國的卡車車隊自動跟車測試 (2019年)
  • 日韓卡車車隊自動跟車現況
    • 韓國的車隊自動跟車專案
    • 韓國國內的自動駕駛卡車之開發路線圖
    • 日本投入車隊自動跟車技術之企業
    • 日本國內的自動跟車開發路線圖

第3章 全球的自動駕駛商用車解決方案供應商

  • Starsky Robotics
  • Embark
  • Peloton Technology
  • BestMile
  • Oxbotica
  • Einride
  • WABCO
  • Knorr-Bremse
  • Kodiak Robotics
  • Thor Trucks
  • WAYMO
  • Pronto
  • Ike
  • iSee
  • Outrider
  • 全球自動駕駛商用車解決方案供應商之比較 (收入、勞動力、資金調度、主要產品、商業模式、主要顧客、商業夥伴、自動駕駛卡車之協助、自動駕駛測試、卡車車隊自動跟車
  • 結論

第4章 中國的自動駕駛商用車解決方案供應商

  • Tsintel Technology
  • TuSimple
  • Westwell
  • FABU Technology
  • PlusAI
  • TRUNK
  • CiDi
  • Inceptio Technology
  • SuperG AI
  • Changxing Intelligence
  • Suzhou Zhitu
  • In-Driving
  • 中國自動駕駛商用車解決方案供應商之比較 (所在地、登記資本額、資金調度、員工人數、主要產品、商業模式、主要顧客、商業夥伴、遙控技術之協助、自動駕駛卡車/巴士之協助、自動駕駛測試、計畫與目標等)
  • 結論

第5章 全球商用車廠商在自動駕駛車的發展狀況

  • Volkswagen
  • PACCAR
  • Volvo
  • Daimler
  • SCANIA
  • 日野自動車
  • Iveco
  • 全球商用車廠商之比較 (收入及成長率、販售數量、利潤、國籍、針對自動駕駛的投資計劃、對外投資、主要產品、ICV夥伴、對自動駕駛卡車/巴士的投資、自動駕駛測試、計劃與目標等)
  • 結論

第6章 中國商用車廠商在自動駕駛車的發展狀況

  • Beiqi Foton Motor
  • Dongfeng Motor
  • SINOTRUK Group
  • FAW Jiefang
  • China Shaanqi
  • SAIC Hongyan
  • Beiben Trucks
  • JMC
  • Zhengzhou Yutong Bus
  • King Long Bus
  • CRRC Electric Vehicle
  • Xiamen Golden Dragon Bus
  • Anhui Ankai Automobile
  • Skywell
  • 中國商用車廠商之比較(收入及成長率、販售數量、利潤、登記資本、自動駕駛投資、主要產品、ICV夥伴、自動駕駛測試、販售時期、計劃、目標等)
  • 結論
目錄

Self-driving commercial vehicle study: billions of dollars swarm into the field where fifty players compete fiercely, according to our recent report the Autonomous Commercial Vehicle Industry Report, 2019-2020

Automated commercial vehicle will be realized ahead of self-driving passenger car. The number of enterprises that forayed into commercial vehicle autonomy in 2019 doubled the prior-year figure. A case in point is TuSimple raised funds up to $215 million in 2019 and won 18 contract clients that devote themselves to transportation in the United States.

After over a year's halt, Waymo restarted self-driving truck tests in May 2019. Pony.ai, a competitor in RoboTaxi operations and with the investment of $400 million from Toyota and other investors, was also pressing ahead with self-driving truck tests in 2019.

Truck platooning still remains the focus of automated truck test and gets increasingly combined with 5G technology in 2019, into which the companies have set foot including Daimler, CiDi, Scania, Iveco, Volvo, DAF, Peloton, SAIC, Foton, Huawei, TuSimple and Hyundai.

It can be seen from the top 10 holders of platooning patents that the competitive ones are Continental, Scania, Peloton, Ford, Toyota, among others. Chinese counterparts are rarely seen.

Commercial vehicle going smart coincides with road intelligence, about which the laws and regulations are getting perfect. Road infrastructure for automated driving is classified by ERTRAC (European Road Transport Research Advisory Council) into the five in the table below.

China Highway & Transportation Society (CHTS) Automated Driving Working Committee and Automated Driving Standardization Working Committee issued the Intelligent Connected Road System Levels and Interpretations (Exposure Draft) in September 2019, according to which traffic infrastructure system is divided into I0 level (zero information/intelligence/autonomy), I1 (preliminarily digital/intelligent/automated), I2 (partially connected/intelligent/automated), I3 (conditional autonomy and high connectivity based on traffic infrastructure), I4 (highly automated and based on traffic infrastructure), and I5 (fully automated driving based on traffic infrastructure).

The importance of road intelligence was shown in the platooning test on the Beijing-Chongli Expressway (Yanchong Expressway Beijing Section) in December 2019 that has complex road conditions for more than 94% of the sections are tunnels and viaducts. In most cases, autonomous driving in the tunnel became difficult because the GNSS signal was bad. Moreover, it was the middle of winter and the outdoor temperature remained as low as -20°C, challenging a multitude of supporting equipment. Huawei has installed the 5G vehicle terminal T-Box with 5G+C-V2X technology on Foton Commercial Vehicles, and also provides roadside sensing terminal cameras, radars, road side unit, edge computing, C-V2X Server, etc. Through the C-V2X services for the entire road sections, the deficiencies in positioning, communication and perception in the tunnel can be compensated. Foton commercial vehicles completed a 14-km L4 platooning demonstration, including a 9.8-km continuous extra-long tunnel.

Billions of dollars flocked to the maturing self-driving commercial vehicle market in 2019. Vehicle intelligence is prioritized in foreign countries, while CVIS (Cooperative Vehicle Infrastructure System) prevails in China. There will be greater development space from 2020 on.

The report details technologies about automated driving of commercial vehicle, organizations, the status quo of the market as well as progress in platooning; nearly 50 suppliers' and automakers' investments, deployments, technical routes, products & solutions, business models, plans and goals, tests, collaborations, applied scenarios, etc.

Table of Contents

1. Overview of Autonomous Commercial Vehicle Industry

  • 1.1 Overview of Autonomous Commercial Vehicle
    • 1.1.1 Definition of Commercial Vehicle
    • 1.1.2 Necessity of Autonomous Commercial Vehicle
    • 1.1.3 Advantages of Commercial Vehicles Popularizing Autonomous Driving Technology
    • 1.1.4 Development Stage of Autonomous Commercial Vehicle at Home and Abroad
    • 1.1.5 Expected Development Path of Autonomous Commercial Vehicle
    • 1.1.6 Development Stage of Autonomous Trucks
    • 1.1.7 Features of Autonomous Trucks by Development Stage
  • 1.2 Autonomous Commercial Vehicle Technology
    • 1.2.1 Typical Applied Scenarios of Autonomous Commercial Vehicle and Technologies
    • 1.2.2 Technology Solutions for Typical Applied Scenarios of Commercial Vehicles
    • 1.2.3 Key Technologies for Autonomous Commercial Vehicle
    • 1.2.4 Reference Architecture of Autonomous Commercial Vehicle
    • 1.2.5 Evolution of Autonomous Commercial Vehicle
    • 1.2.6 ADAS Features Required by L1-L2 Commercial Vehicle
  • 1.3 Autonomous Commercial Vehicle and Regulations
    • 1.3.1 Timeline of Regulations on Brake Control and ADAS (by Region) Worldwide
    • 1.3.2 Active Safety and ADAS Are the Compulsory Requirements in Laws & Regulations of All Countries
    • 1.3.3 China's Regulations on Active Safety and ADAS Are Rapidly Advancing
    • 1.3.4 Latest Regulations and Policies in 2019
  • 1.4 Challenges and Supporting Facilities for Autonomous Commercial Vehicle
    • 1.4.1 Challenges to Autonomous Commercial Vehicle
    • 1.4.2 Acceptance of Autonomous Commercial Vehicle
    • 1.4.3 Challenges for and Impacts of Autonomous Trucks
    • 1.4.4 Impact of Autonomous Driving on Stakeholders in the Truck Industry
    • 1.4.5 Autonomous Commercial Vehicle Needs Related Infrastructure
    • 1.4.6 Classification of Autonomous Driving-related Infrastructure (Road) (Europe)
    • 1.4.7 Classification of Autonomous Driving-related Infrastructure (Road) (China)
  • 1.5 Autonomous Truck Market Size Forecast
    • 1.5.1 Global and China Autonomous Truck Market Size Forecast
    • 1.5.2 Autonomous Truck Market Size Forecast by Type
  • 1.6 Organizations Concerned and Important Projects
    • 1.6.1 EATA
    • 1.6.2 ENSEMBLE
    • 1.6.3 Milestones of ENSEMBLE

2. Commercial Vehicle Platooning

  • 2.1 Truck Platooning
  • 2.1 Introduction to Truck Platooning
    • 2.1.1 Key Truck Platooning Components and Functions
    • 2.1.2 Evolution of Truck Platooning Technology
    • 2.1.3 Value of Truck Platooning
    • 2.1.4 Fuel Saving of Truck Platooning Tests
    • 2.1.5 Status Quo of Truck Platooning in the World
    • 2.1.6 Truck Platooning Projects Worldwide, 2018-2020
    • 2.1.7 Comparison of Some Truck Platooning Projects
    • 2.1.8 Development History of Truck Platooning
    • 2.1.9 Truck Platooning Patent Analysis
  • 2.2 Status Quo of Truck Platooning in Europe
  • 2.3 Status Quo of Truck Platooning in US
    • 2.3.1 Truck Platooning Overview in US
    • 2.3.2 Truck Platooning Projects in US
    • 2.3.3 Truck Platooning Test in US
    • 2.3.4 Platooning Regulations in US by State
  • 2.4 Status Quo of Truck Platooning in China
    • 2.4.1 Representative Truck Platooning Projects in China, 2018
    • 2.4.2 Cainiao's Self-driving Truck Platooning Technology Solution
    • 2.4.3 The First Large-scale Commercial Vehicle Platooning Trial in China
    • 2.3.4 Platooning Is an Important Part of ICV Standard System Construction Guide
    • 2.3.5 Truck Platooning Tests in China, 2019
  • 2.4 Status Quo of Truck Platooning in Japan and South Korea
    • 2.4.1 Platooning Projects in South Korea
    • 2.4.2 Development Roadmap of Autonomous Trucks in South Korea
    • 2.4.3 Platooning Participants in Japan
    • 2.4.4 Platooning Development Roadmap in Japan

3. Foreign Providers of Autonomous Commercial Vehicle Solutions

  • 3.1 Starsky Robotics
  • 3.2 Embark
  • 3.3 Peloton Technology
  • 3.4 BestMile
  • 3.5 Oxbotica
  • 3.6 Einride
  • 3.7 WABCO
  • 3.8 Knorr-Bremse
  • 3.9 Kodiak Robotics
  • 3.10 Thor Trucks
  • 3.11 WAYMO
  • 3.12 Pronto
  • 3.13 Ike
  • 3.14 iSee
  • 3.15 Outrider
  • Comparison of Foreign Autonomous Commercial Vehicle Solution Providers (including revenue, workforce, financing, major products, business models, major customers, partners, support for self-driving trucks, autonomous driving tests, truck platooning tests, etc.)
  • Conclusions

4. Chinese Providers of Autonomous Commercial Vehicle Solutions

  • 4.1 Tsintel Technology
  • 4.2 TuSimple
  • 4.3 Westwell
  • 4.4 FABU Technology
  • 4.5 PlusAI
  • 4.6 TRUNK
  • 4.7 CiDi
  • 4.8 Inceptio Technology
  • 4.9 SuperG AI
  • 4.10 Changxing Intelligence
  • 4.11 Suzhou Zhitu
  • 4.12 In-Driving
  • Comparison of Chinese Autonomous Commercial Vehicle Solution Providers (including location, registered capital, financing, headcount, main products, business models, major clients, partners, support for remote control, support for autonomous trucks/buses, autonomous driving tests, planning and goals, etc.)
  • Conclusions

5. Autonomous Driving Layout of Foreign Commercial Vehicle Makers

  • 5.1 Volkswagen
  • 5.2 PACCAR
  • 5.3 Volvo
  • 5.4 Daimler
  • 5.5 SCANIA
  • 5.6 Hino
  • 5.7 Iveco
  • Comparison of Foreign Commercial Vehicle Companies (including revenue and growth rate, sales volume, profit, nationality, planned investment in autonomous driving, foreign investment, major products, ICV partners, investment in autonomous trucks / buses, autonomous driving tests, planning and goals, etc.)
  • Conclusions

6. Autonomous Driving Layout of Chinese Commercial Vehicle Makers

  • 6.1 Beiqi Foton Motor
  • 6.2 Dongfeng Motor
  • 6.3 SINOTRUK Group
  • 6.4 FAW Jiefang
  • 6.5 China Shaanqi
  • 6.6 SAIC Hongyan
  • 6.7 Beiben Trucks
  • 6.8 JMC
  • 6.9 Zhengzhou Yutong Bus
  • 6.10 King Long Bus
  • 6.11 CRRC Electric Vehicle
  • 6.12 Xiamen Golden Dragon Bus
  • 6.13 Anhui Ankai Automobile
  • 6.14 Skywell
  • Comparison of Chinese Commercial Vehicle Companies (including revenue and growth rate, sales volume, profit, registered capital, autonomous driving investment, main products, ICV partners, autonomous driving tests, launch time, planning and goals, etc.)
  • Conclusions