市場調查報告書

全球與中國L4自動駕駛相關產業:2019年∼2020年

Global and China L4 Autonomous Driving Industry Report, 2019-2020

出版商 ResearchInChina 商品編碼 933889
出版日期 內容資訊 英文 250 Pages
商品交期: 最快1-2個工作天內
價格
全球與中國L4自動駕駛相關產業:2019年∼2020年 Global and China L4 Autonomous Driving Industry Report, 2019-2020
出版日期: 2020年04月30日內容資訊: 英文 250 Pages
簡介

L4自動駕駛技術發展於過去2年受到許多阻礙,但許多主要相關企業仍籌集了大量資金。2019年百度、小馬智行、WeRide,成功進行了在有限都市區複雜道路上的Robo-Taxi前導測試,是中國L4自動駕駛實用化的重要一步。L4自動駕駛車搭載單一車輛智能解決方案,各家企業也不斷致力於優化車輛的環境感知能力。例如,Voyage自動駕駛車搭載的LiDAR系統最大檢測範圍達300公尺;Waymo的次世代自動駕駛系統擁有29台攝影鏡頭,可實現達500公尺的檢測距離。

本報告研究全球與中國L4自動駕駛相關產業,彙整技術概要與分析、市場發展及預測、主要企業簡介等情報。

目錄

第1章 L4自動駕駛概要

  • L4自動駕駛定義與評估
    • 定義(SAE)
    • SAE J3016
    • 中國自動駕駛評估
    • ODDシ自動駕駛等級
    • L4 + Map圍欄
  • 自動駕駛相關政策
    • 推動自動駕駛產業的政策
    • 中國自動駕駛產業的發展
    • 自動駕駛相關主要國家政策
    • 自動駕駛相關中國政策
  • 自動駕駛測試
    • 加州道路測試申請者
    • 全球主要自動駕駛測試點的分佈
    • 海外主要自動駕駛測試點的建設
    • 中國自動駕駛測試及示範基地的分佈
    • 中國主要自動駕駛測試點的建設

第2章 L4自動駕駛技術分析

  • 車輛的自動駕駛基本要件
    • 自動駕駛標準化組織
    • 典型L4運算系統架構
    • 典型L4自動駕駛運算平台
    • L4運算平台晶片比較
    • 典型L4冗餘致動機構
    • L3 / L4自動駕駛的線控煞車(Brake-By-Wire)
  • L4技術解決方案比較
    • OEM典型L4解決方案比較
    • 主要解決方案提供商的L4自動駕駛硬體組態
  • L4技術趨勢

第3章 L4自動駕駛市場發展與預測

  • 自動駕駛現況
    • 主要L4自動駕駛企業比較
    • 主要L4自動駕駛企業間合作
  • 自動駕駛測試現況
    • 2019年加州主要企業里程試驗
    • 主要企業自動駕駛測試的脫離
    • 北京進行的測試、2019
  • L4自動駕駛商品化
    • L4自動駕駛適用的情況
    • L4自動駕駛商品化的主要企業行動
  • L4市場規模
  • L4自動駕駛車主要企業的實施計畫

第4章 全球L4自動駕駛相關企業

  • Waymo
  • GM Cruise
  • ZMP
  • NuTonomy
  • Argo AI
  • Aurora
  • Zoox
  • AImotive
  • AKKA
  • Wayve
  • Voyage
  • UBER

第5章 中國L4自動駕駛相關企業

  • Momenta
  • Pony.ai
  • WeRide
  • HoloMatic
  • Baidu Apollo
  • UISEE
  • DeepBlue
  • DeepRoute.ai
  • AutoX
  • Didi Woya
  • Allride.ai
  • QCraft
目錄

Giants gain high finance.

Progress of L4 autonomous driving is greatly hampered over the recent two years, causing OEMs' and Tier 1 suppliers' delay in L4 launches. Yet, the top L4 companies still raised huge funds in the past year.

In 2019, Baidu, Pony.ai and WeRide succeeded in commercial pilot of Robotaxi on complex urban roads in limited areas, a crucial step for L4 autonomous driving in China.

L4 autonomous driving technologies starts to find real application but gets deployed by most players first in one scenario or two as the current L4 cannot be perfectly suited to all driving scenarios.

It is shown from the planning of the OEMs and the providers of technical solutions for autonomous driving that L4 autonomous driving will be commercialized in limited scenarios ahead of open scenarios in the following three to five years.

Baidu, UISEE, DeepBlue and Trunk Tech all have conducted L4 trials in limited scenarios such as parks, ports, and airports. Besides, Baidu, Momenta, Bosch, ZongMu and UISEE are vigorously deploying in the parking lot scenario.

Deployments in open scenarios cover Robotaxi on urban roads and autonomous trucks on the expressways. In the Robotaxi field, Waymo, Baidu, Pony.ai, and WeRide have carried out pilot projects in both China and the U.S. in specific areas of a city, manned by safety officers, and WeRide is already fully open to the public in Nov.2019. Software & hardware technology iteration and larger-scale tests are essential for open Robotaxi in wider areas.

Technically, the current L4 autonomous vehicles for tests (or trial operation) are largely provided with the single-car intelligence solution. For safer autonomous driving, solution providers make vehicle's environment perception capability optimized ever. For instance, Voyage's G2 autonomous vehicle carries Velodyne's VLS-128 LiDAR system with a detection range up to 300 meters, tripling the capability of the 64-channel LiDAR installed on the 1st-Gen autonomous vehicle. Boasting 29 cameras, Waymo's next-generation autonomous driving system enables a detection range of 500 meters whist improving LiDARs' performance significantly.

Also, it is of vital importance to enhance vehicle's motion perception competence. High-precision positioning can be realized by integrating high-precision positioning modules (composed of 5G modules, IMU and HD maps).

In the short term, either single-car intelligence solution or strong field terminal solution fulfills L4 autonomous driving in the confined areas, but in the long run, collaborative vehicle infrastructure system (CVIS) is the mainstream technology roadmap for L4 autonomous driving. Through CVIS, the vehicle is fully connected to the "X" as spatiotemporal dynamic traffic information are collected and integrated whilst the active safety control of vehicle and the collaborative management on roads are done for safer running of autonomous vehicle.

By analyzing the test data, Baidu concludes that CVIS can solve 54% of the problems encountered in road tests and 62% of the takeovers incurred by single-car intelligence, adding redundancy for autonomous driving safety.

Table of Contents

1. Overview of L4 Autonomous Driving

  • 1.1 Definition and Grading of L4 Autonomous Driving
    • 1.1.1 Definition (SAE)
    • 1.1.2 SAE J3016
    • 1.1.3 Autonomous Driving Ratings in China
    • 1.1.4 ODD and Autonomous Driving Levels
    • 1.1.5 L4+Map Fencing
  • 1.2 Policies on Autonomous Driving
    • 1.2.1 Policies Boost Autonomous Driving Industry
    • 1.2.2 Development of Autonomous Driving Industry in China
    • 1.2.3 Major Countries' Policies on Autonomous Driving
    • 1.2.4 China's Policies on Autonomous Driving
  • 1.3 Autonomous Driving Tests
    • 1.3.1 Applicants for Road Tests in California
    • 1.3.2 Distribution of Major Autonomous Driving Test Sites Worldwide
    • 1.3.3 Construction of Major Autonomous Driving Test Sites in Foreign Countries
    • 1.3.4 Distribution of Autonomous Driving Test & Demonstration Bases in China
    • 1.3.5 Construction of Major Autonomous Driving Test Sites in China

2. Technical Analysis of L4 Autonomous Driving

  • 2.1 Basic Requirements of Autonomous Driving on Vehicles
    • 2.1.1 Autonomous Driving Standard Organizations
    • 2.1.2 Typical L4 Computing System Architecture
    • 2.1.3 Typical L4 Autonomous Driving Computing Platform
    • 2.1.4 Comparison of L4 Computing Platform Chips
    • 2.1.5 Typical L4 Redundant Actuation Mechanism
    • 2.1.6 Brake-By-Wire of L3/L4 Autonomous Driving
  • 2.2 Comparison of L4 Technology Solutions
    • 2.2.1 Comparison of OEMs' Typical L4 Solutions
    • 2.2.2 L4 Autonomous Driving Hardware Configuration of Main Solution Providers
  • 2.3 L4 Technology Trends

3. Market Development and Forecast for L4 Autonomous Driving

  • 3.1 Status Quo of Autonomous Driving
    • 3.1.1 Comparison of Major L4 Autonomous Driving Companies
    • 3.1.2 Collaborations among Major L4 Autonomous Driving Companies
  • 3.2 Status Quo of Autonomous Driving Tests
    • 3.2.1 Mileage Tests of Major Players in California, 2019
    • 3.2.2 Disengagements in Autonomous Driving Test of Major Players
    • 3.2.3 Tests in Beijing, 2019
  • 3.3 Commercialization of L4 Autonomous Driving
    • 3.3.1 Scenarios to which L4 Autonomous Driving Gets Applied
    • 3.3.2 Major Players' Efforts in L4 Autonomous Driving Commercialization
  • 3.4 L4 Market Size
  • 3.5 Implementation Plan of Major Players for L4 Autonomous Vehicles

4. Global L4 Autonomous Driving Companies

  • 4.1 Waymo
    • 4.1.1 Profile
    • 4.1.2 Development Course
    • 4.1.3 Autonomous Driving Layout
    • 4.1.4 Main Products
    • 4.1.5 Autonomous Driving Operation
    • 4.1.6 Partners
    • 4.1.7 Development Strategy
  • 4.2 GM Cruise
    • 4.2.1 Profile
    • 4.2.2 Financing
    • 4.2.3 Main Products
    • 4.2.4 Distribution of Test Projects and Manufacturing Bases
    • 4.2.5 Business Layout
    • 4.2.6 Business Planning
  • 4.3 ZMP
    • 4.3.1 Profile
    • 4.3.2 Development Course
    • 4.3.3 Distribution of Subsidiaries and Revenue, 2017-2019
    • 4.3.4 Product Solutions
    • 4.3.5 Presence in China
    • 4.3.6 Shared Mobility Business
  • 4.4 NuTonomy
    • 4.4.1 Profile
    • 4.4.2 Product Solutions
    • 4.4.3 Partners
  • 4.5 Argo AI
    • 4.5.1 Profile
    • 4.5.2 Team
    • 4.5.3 Main Operations
    • 4.5.4 Business Layout
    • 4.5.5 Development Trend
    • 4.5.6 Development Strategy
  • 4.6 Aurora
    • 4.6.1 Profile
    • 4.6.2 Founding Team
    • 4.6.3 Cooperation with OEMs
    • 4.6.4 Main Business
  • 4.7 Zoox
    • 4.7.1 Profile
    • 4.7.2 Main Products
    • 4.7.3 Main Technologies
    • 4.7.4 Autonomous Driving Test
    • 4.7.5 Development Strategy
  • 4.8 AImotive
    • 4.8.1 Profile
    • 4.8.2 Global Presence and Partners
    • 4.8.3 Financing
    • 4.8.4 Development Course
    • 4.8.5 Main Products
    • 4.8.6 Autonomous Driving Development
  • 4.9 AKKA
    • 4.9.1 Profile
    • 4.9.2 Operation
    • 4.9.3 Global Footprints
    • 4.9.4 Main Products
    • 4.9.5 Business Layout
  • 4.10 Wayve
    • 4.10.1 Profile
    • 4.10.2 Technical Solutions
    • 4.10.3 Development Plan
  • 4.11 Voyage
    • 4.11.1 Profile
    • 4.11.2 Main Products
    • 4.11.3 Technical Solutions
    • 4.11.4 Robo-Taxi Layout
  • 4.12 UBER

5. Chinese L4 Autonomous Driving Companies

  • 5.1 Momenta
    • 5.1.1 Profile
    • 5.1.2 Main Technologies
    • 5.1.3 Autonomous Vehicle Strategy
    • 5.1.4 Main Products
    • 5.1.5 Development Plan
  • 5.2 Pony.ai
    • 5.2.1 Profile
    • 5.2.2 Development Course
    • 5.2.3 Main Technologies and Tests
    • 5.2.4 Main Products
    • 5.2.5 Autonomous Driving Layout
    • 5.2.6 Development Plan
  • 5.3 WeRide
    • 5.3.1 Profile
    • 5.3.2 Core Team
    • 5.3.3 Global Presence
    • 5.3.4 Core Technologies
    • 5.3.5 Development Course
    • 5.3.6 Main Business
    • 5.3.7 Autonomous Driving Operation
    • 5.3.8 Partners
    • 5.3.9 Development Plan
  • 5.4 HoloMatic
    • 5.4.1 Profile
    • 5.4.2 Development Course
    • 5.4.3 Production Layout
    • 5.4.4 Main Products
  • 5.5 Baidu Apollo
    • 5.5.1 Profile
    • 5.5.2 Product Solutions
    • 5.5.3 Autonomous Driving Operation
    • 5.5.4 Development Plan
  • 5.6 UISEE
    • 5.6.1 Profile
    • 5.6.2 Development Course
    • 5.6.3 Product Solutions
    • 5.6.4 Commercialization
  • 5.7 DeepBlue
    • 5.7.1 Profile
    • 5.7.2 Main Products
    • 5.7.3 Intelligent Vehicle Business
  • 5.8 DeepRoute.ai
    • 5.8.1 Profile
    • 5.7.2 Development Course
    • 5.7.3 Technical Solutions
    • 5.7.4 Autonomous Driving Layout
    • 5.7.5 Strategic Cooperation
  • 5.9 AutoX
    • 5.9.1 Profile
    • 5.9.2 Development Course
    • 5.9.3 Main Technical Solutions
    • 5.9.4 Autonomous Driving Deployment
    • 5.9.5 Partners
  • 5.10 Didi Woya
    • 5.10.1 Profile
    • 5.10.2 Autonomous Driving Layout
  • 5.11 Allride.ai
    • 5.11.1 Profile
    • 5.11.2 Development Course
    • 5.11.3 Autonomous Driving Technology
    • 5.11.4 Autonomous Driving Layout
  • 5.12 QCraft
    • 5.12.1 Profile
    • 5.12.2 Development Course
    • 5.12.3 Main Technologies
    • 5.12.4 Autonomous Driving Commercialization Solutions