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市場調查報告書

世界和中國自動駕駛汽車行業報告(2020)

Autonomous Delivery Vehicle Industry Report, 2020

出版商 ResearchInChina 商品編碼 980082
出版日期 內容資訊 英文 210 Pages
商品交期: 最快1-2個工作天內
價格
世界和中國自動駕駛汽車行業報告(2020) Autonomous Delivery Vehicle Industry Report, 2020
出版日期: 2020年12月01日內容資訊: 英文 210 Pages
簡介

自主運輸車輛市場調查:從單一車輛,艦隊到城市運營的調查

自主運輸分為室內使用和室外使用。相應地,存在室內自動運輸車輛(也稱為 "室內運輸機器人" )和室外車輛。

室內自主運輸市場

以前,在餐廳,酒店,辦公樓,醫院,網吧,KTV和購物商場都可以使用室內自動運輸機器人,但是對COVID-19的預防和控制在2020年大獲成功。它在 "非接觸式" 服務中得到了積極的推廣,這極大地受益於諸如室內自動運輸機器人之類的智能設備的快速部署和操作。例如,香港碧桂園機器人餐廳,海底撈,德莊,廈埠廈埠,大東等許多餐飲公司均使用自動運輸機器人來節省人工成本並改善食品安全,我們開始在我們的商店提供食品服務。

中國在開發室內運輸機器人方面處於世界領先地位。諸如Pudu Technology,Keenon Robotics,Excelland AI和YOGO之類的新興公司已經通過迭代技術開發和快速實施提供基本產品,並且正在積極地擴展到多個市場。 2019年,Pudu Technology的出貨量超過5,000個單位,Keenon Robotics的出貨量超過3,000個單位,其他中型公司的出貨量則超過了數百個單位。

戶外自動交通市場

為了應對龐大的市場,需要立即交付和快速交付,以及中國勞動力的減少,各大公司都在積極開發自動駕駛車輛。除了Neolix,IdriverPlus和White Rhino等初創公司之外,京東,美團,菜鳥,蘇寧和中國郵政等電子商務和物流公司也致力於發展戶外自動運輸業務。在中國,自動運輸車輛的產量很小,相關公司透露它們還不是很大。

由於不完善的政策法規,技術和情景構成限制,室外自動運輸車輛仍處於試驗階段。然而,到2020年,該行業將獲得動力,從 "單一車輛駕駛" 擴展到 "封閉場景/固定路線車隊運營" ,再到 "城市自動交通運營" 。

因此,電子商務物流公司正在通過以下三種方式部署自動戶外運輸車輛。

  • 1. 自己或與初創企業一起開發,以通過物流渠道進行部署。例如,阿里巴巴開發了自己的Xiaomanlv自主機器人,並通過新興的物流配送進行了部署。
  • 2. 與政府合作。例如,北京的美團區和順義區正在合作擴展該地區。
  • 3. 與零售商和超級市場等市場參與者合作。例如,White Rhino Auto(Beijing)Technologies Co., Ltd.和Yonghui Superstores已經引入了零售自動駕駛。

本報告對全球和中國的自動駕駛汽車行業進行了調查和分析,並提供了有關概述,市場規模,產業鏈,主要公司等的系統信息。

目錄

第1章低速自動運輸車

  • 概述
    • 定義
    • 分類
    • 主要應用場景
  • 室外自動駕駛車輛的應用實例
  • 室內自動駕駛車輛的應用實例
    • 餐飲
    • 送餐機器人
    • 醫療機構
    • 建築群機器人交付系統

第2章低速自動運輸車供應商的發展和趨勢

  • 低速自動運輸車供應商的最新動態
    • 關於主要的自動運輸車輛供應商
    • 自動駕駛汽車主要供應商的發展方向
    • 關於主要供應商已部署的自動運輸車輛
    • 來自主要供應商的已部署自動運輸車輛的商業運營
    • 主要供應商如何部署自動運輸車輛
  • 主要的自動運輸車輛供應商的發展
    • Meituan
    • JD
    • Alibaba/Cainiao
    • Suning Logistics
  • 低速自動運輸車的應用趨勢
    • 自動駕駛的商業路線:在緩慢封閉的情況下首次商業使用
    • 自主運輸車輛供應商最近的主要發展目標:批量生產
    • 自動駕駛車輛情景的發展趨勢

第3章低速自動運輸車的技術解決方案

  • 戶外低速自動運輸車的主要技術
    • 戶外自動運輸車的配置
    • 自動駕駛技術
    • 低速L4自動駕駛技術
    • 計算平台
    • 自動駕駛感知解決方案
    • 底盤技術
    • 自動駕駛架構
    • 技術架構
    • 自動駕駛車輛的主要技術配置
  • 室內自動運輸機器人的主要技術
    • 室內自動運輸機器人的產業鏈配置
    • 核心技術(1)
    • 核心技術(2)
    • 核心技術(3)
    • 核心技術(4)
    • 核心技術(5)
    • 室內機器人的主要技術配置

第4章室外低速自動運輸車市場的現狀和趨勢

  • 世界市場
    • 當前狀態
    • 自主運輸的政策和管理
    • 市場規模
    • 低速自動駕駛汽車和主要外國公司的運營
  • 中國市場
    • 當前狀態
    • 主要需求情景
    • 市場需求
    • 市場規模
    • 成本結構
  • 公司情況
    • 公司情況
    • 中國主要的低速自動駕駛車輛公司的活動
    • 最近的籌資活動
  • 發展趨勢
    • 制約無人運輸車輛商業化的因素
    • 自主交通發展的新機遇
    • 發展趨勢

第5章室內低速自動運輸車市場的現狀和趨勢

  • 世界市場
    • 當前狀態
    • 世界各地的公司
  • 中國市場
    • 市場需求
    • 市場規模
    • 餐廳機器人
    • 酒店機器人
  • 公司情況
    • 當前狀態
    • 中國主要運輸機器人公司的活動
    • 中國公司
    • 商業模式
    • 阻礙室內運輸機器人商業運營的因素

第6章中國主要的低速自動運輸車供應商

  • Neolix
    • 個人資料
    • 主要產品
    • 主要技術
    • 作業調度系統
    • 遠程駕駛平台
    • 操作示例
    • 主要客戶的運輸
  • Idriverplus
    • 個人資料
    • 發展歷程
    • 主要產品
    • 主要技術
    • 案例
    • 主要客戶
  • Uisee Technology
    • 個人資料
    • 產品系統
    • 機場自動行李物流車
    • 工廠自動物流車
    • 自主小循環小巴
    • 自主運輸車輛解決方案
    • 主要技術
    • 主要客戶
  • Unity Drive
    • 個人資料
    • 主要產品
    • 主要技術
    • 操作
    • 主要客戶
  • Go Further.AI
    • 個人資料
    • 主要產品
    • 主要技術
    • 操作
    • 操作示例
    • 主要客戶
  • Yours Technology
    • 個人資料
    • 交貨
    • 零售
    • 主要技術
    • 主要客戶
  • Pudu Technology
    • 個人資料
    • 主要產品
    • 主要技術
    • 操作
    • 主要客戶
  • YOGO Robot
    • 個人資料
    • 主要產品
    • 主要技術
    • 運營和售後服務
    • 操作
    • 智能配送站運輸流程
    • 主要客戶
  • Keenon Robotics
    • 個人資料
    • 主要產品
    • 主要技術
    • 運營和售後服務
    • 操作
    • 主要客戶
  • Excelland AI
    • 個人資料
    • 主要產品
    • 主要技術
    • 操作
    • 合作夥伴和客戶
目錄

Research into autonomous delivery vehicle: Probe from single vehicle, fleet, to urban operation

Autonomous delivery is bifurcated into indoor autonomous delivery and outdoor autonomous delivery. Correspondingly, there are indoor autonomous delivery vehicles (also known as "indoor delivery robots") and outdoor ones.

Indoor autonomous delivery market

Up to date, indoor autonomous delivery robots have been available in restaurants, hotels, office buildings, hospitals, Internet cafes, KTVs, and shopping malls, and has got vigorously promoted amid "contactless" services for the prevention and control of the COVID-19 pandemic in 2020, being quite a boon for faster deployment and operation of intelligent equipment such as indoor autonomous delivery robot. For instance, many catering companies such as Country Garden Robot Restaurant, Haidilao, De Zhuang, Xiabu Xiabu, Dadong, Hong Kong Maxim's, etc. have begun to use autonomous delivery robots to serve dishes in their stores to save labor costs and improve the security of meals.

Comparatively, China stays ahead of foreign countries in the development of indoor delivery robots, where emerging players represented by Pudu Technology, Keenon Robotics, Excelland AI, YOGO, etc. have already offered basic products and been aggressively branching out into the multiple-scenario market alongside ceaseless iteration and speedy implementation of their technologies. In 2019, Pudu Technology shipped more than 5,000 units, Keenon Robotics 3,000 units, and other middle companies more than hundreds of units apiece.

Outdoor Autonomous Delivery Market

Against the huge market demand for instant delivery and express delivery as well as the decline in labor force in China, major companies are enthusiastically deploying autonomous delivery vehicles. Besides start-ups like Neolix, IdriverPlus and White Rhino, e-commerce and logistics companies such as JD.com, Meituan, Cainiao, Suning and China Post are also sparing no efforts in developing outdoor autonomous delivery business. Autonomous delivery vehicles are produced in small quantities in China and have not taken on a sizable scale yet, as is revealed by the companies concerned.

Constrained by imperfect policies and regulations, technology and scenario configurations, outdoor autonomous delivery vehicles are still undergoing pilot operation. Yet the industry gains momentum in 2020, with operations broadening from "single vehicle pilot run" to "closed scenarios/fixed route fleet operation", and even to "city autonomous delivery operation".

Ecommerce logistics companies thus deploy outdoor autonomous delivery vehicles in three ways:

  • 1. develop independently or partner with start-ups for deployment through logistics channels, for example, Alibaba self-develops Xiaomanlv autonomous robot and deploys it though Cainiao logistics distribution;
  • 2. work with governments, for example, Meituan and the People's Government of Shunyi District, Beijing cooperated to deploy in the area;
  • 3. joined hands with market players like retailors and supermarkets, for example, White Rhino Auto (Beijing) Technologies Co., Ltd. together with Yonghui Superstores introduced retail autonomous delivery.

Meituan's autonomous delivery cars that came into service in Shunyi District of Beijing in early 2020, has been found in 15 communities of this district and surroundings and made delivery for a total of more than 10,000 orders for consecutive 270-plus days by the end of October, with support from the cooperative local government. These vehicles have become normal there. As concerns regulation, in September 2020, the People's Government of Shunyi District, Beijing practiced a new approach to regulate: publicize the testing route and scheme of Meituan autonomous cars, allow them to run in designated places and in specific times, and define the one who is liable for safety. In its next step, Meituan plans to pilot low speed autonomous delivery on a larger scale together with Shunyi District by deploying 1,000 autonomous delivery vehicles that will run all day long throughout the area in the upcoming three years.

At APSARA Conference 2020 in September 2019, Alibaba's first wheeled logistics robot called "Xiaomanlv" made a debut. Alibaba plans massive deployment of this vehicle in communities, schools and office parks. In October, Alibaba and Zijingang Campus of Zhejiang University built a fleet of 22 Xiaomanlv robots to deliver parcels from Cainiao logistics outlets to 27 dormitories. During the Singles' Day (2020.11.11) shopping festival, the fleet delivered 30,000 packages in all and saved 10,000 hours of pick-up time.

In October 2020, Jingdong Logistics (JDL) announced that it joined forces with Changshu City to construct the world's first autonomous delivery city. JDL already deploys 5 models of 30-plus autonomous delivery vehicles available to different delivery scenarios in the downtown Changshu, and plans to put into use nearly 100 units before the end of the year. Also, JD has an "autonomous vehicle adoption" plan, that is, JDL's couriers in the autonomous delivery area are allowed to apply for "adoption" of a set number of autonomous cars and act as the "commander" for the robot delivery task force, which means they can arrange the work for these members freely. A benign circle with links of technological innovation and service application thus takes shape to facilitate massive use of autonomous delivery vehicles and blaze a way for others to follow. JD also plans to bring at least 100,000 autonomous delivery robots into operation in the next five years.

In July 2018, Meituan announced to build an open autonomous delivery platform in an attempt to develop a complete autonomous delivery ecosystem in harness with governments, universities and companies. Meituan's open autonomous delivery platform has joined hands with Nvidia (a chip vendor), Autox (an automated driving technology developer), Idriverplus, Yunji Technology (a commercial service robot developer) and Segway, as well as Chery, Valeo and other automakers and suppliers, and provides software and hardware integrated solutions together with them. In the meantime, Meituan's partnerships with demanders using autonomous delivery vehicles in commercial scenarios, such as Joy City and China Fortune Land Development help to create a closed autonomous delivery ecosystem where demand and supply can benefit each other.

Table of Contents

1. Low-Speed Autonomous Delivery Vehicle

  • 1.1 Overview
    • 1.1.1 Definition
    • 1.1.2 Classification
    • 1.1.3 Main Application Scenarios
  • 1.2 Application Cases of Outdoor Autonomous Delivery Vehicles
  • 1.3 Application Cases of Indoor Autonomous Delivery Vehicles
    • 1.3.1 Catering
    • 1.3.2 Food Delivery Robot
    • 1.3.3 Medical Institution
    • 1.3.4 Swarm Robot Delivery System for Buildings

2. Deployments and Trends of Low-Speed Autonomous Delivery Vehicle Vendors

  • 2.1 Current Deployments of Low-Speed Autonomous Delivery Vehicle Vendors
    • 2.1.1 Introduction to Major Autonomous Delivery Vehicle Vendors
    • 2.1.2 Deployment Course of Major Vendors in Autonomous Delivery Vehicle
    • 2.1.3 Introduction to Deployed Autonomous Delivery Vehicles of Major Vendors
    • 2.1.4 Commercial Operation of Deployed Autonomous Delivery Vehicles of Major Vendors
    • 2.1.5 The Ways Major Vendors Deploy Autonomous Delivery Vehicles
  • 2.2 Deployments of Major Autonomous Delivery Vehicle Vendors
    • 2.2.1 Meituan
      • 2.2.1.1 Deployments in Autonomous Delivery
      • 2.2.1.2 The Ways to Deploy Autonomous Delivery
      • 2.2.1.3 Main Autonomous Delivery Vehicle Products
      • 2.2.1.4 Autonomous Delivery Open Platform
      • 2.2.1.5 Autonomous Delivery Plan for Epidemic Prevention
      • 2.2.1.6 Autonomous Delivery Supports Instant Delivery Ecosystem
    • 2.2.2 JD
      • 2.2.2.1 Deployments in Autonomous Delivery Vehicle
      • 2.2.2.2 Development Course of Autonomous Vehicle
      • 2.2.2.3 Mini Autonomous Vehicles
      • 2.2.2.4 Application of Autonomous Vehicles
      • 2.2.2.5 Application of Autonomous Vehicles in Foreign Countries
    • 2.2.3 Alibaba/Cainiao
      • 2.2.3.1 Deployments in Autonomous Delivery Vehicle
      • 2.2.3.2 Autonomous Delivery Vehicle: Xiaomanlu
      • 2.2.3.3 Intelligent Robot Platform of Alibaba DAMO Academy
      • 2.2.3.4 Normal Trial Operation of Autonomous Delivery Vehicles in Several Campuses
    • 2.2.4 Suning Logistics
      • 2.2.4.1 Deployments in Autonomous Delivery Vehicle
      • 2.2.4.2 Mass Production of Autonomous Vehicles for Last-mile Delivery
  • 2.3 Application Trends of Low-Speed Autonomous Delivery Vehicle
    • 2.3.1 Autonomous Driving Commercialization Route: Commercial Use First in Low-Speed Closed Scenarios
    • 2.3.2 Recent Main Development Goal of Autonomous Delivery Vehicle Vendors: Mass Production
    • 2.3.3 Development Trends of Autonomous Delivery Vehicle Scenarios

3. Technical Solutions for Low-Speed Autonomous Delivery Vehicle

  • 3.1 Major Technologies of Outdoor Low-Speed Autonomous Delivery Vehicle
    • 3.1.1 Composition of Outdoor Autonomous Delivery Vehicle
    • 3.1.2 Autonomous Driving Technology
    • 3.1.2 Low-Speed L4 Autonomous Driving Technology Suites
    • 3.1.3 Computing Platform
    • 3.1.4 Autonomous Driving Perception Solutions
    • 3.1.5 Chassis Technology
    • 3.1.6 Autonomous Driving Architecture
    • 3.1.7 Technical Architecture
    • 3.1.8 Main Technical Configurations of Autonomous Delivery Vehicles
  • 3.2 Main Technologies of Indoor Autonomous Delivery Robots
    • 3.2.1 Industry Chain Composition of Indoor Autonomous Delivery Robots
    • 3.2.2 Core Technologies (1)
    • 3.2.3 Core Technologies (2)
    • 3.2.4 Core Technologies (3)
    • 3.2.5 Core Technologies (4)
    • 3.2.6 Core Technologies (5)
    • 3.2.7 Main Technical Configurations of Indoor Delivery Robots

4. Status Quo and Trends of Outdoor Low-Speed Autonomous Delivery Vehicle Market

  • 4.1 Global Market
    • 4.1.1 Status Quo
    • 4.1.2 Policies and Supervision on Autonomous Delivery
    • 4.1.3 Market Size
    • 4.1.4 Low-Speed Autonomous Vehicles and Operation of Main Foreign Companies
  • 4.2 Chinese Market
    • 4.2.1 Status Quo
    • 4.2.2 Main Demand Scenarios
    • 4.2.3 Market Demand
    • 4.2.4 Market Size
    • 4.2.5 Cost Structure
  • 4.3 Landscape of Companies
    • 4.3.1 Landscape of Companies
    • 4.3.2 Operation of Major Low-Speed Autonomous Delivery Vehicle Companies in China
    • 4.3.3 Recent Financing Events
  • 4.4 Development Trends
    • 4.4.1 Limiting Factors for Commercialization of Autonomous Delivery Vehicles
    • 4.4.2 New Opportunities for Autonomous Delivery Development
    • 4.4.3 Development Trends

5. Status Quo and Trends of Indoor Low-Speed Autonomous Delivery Vehicle Market

  • 5.1 Global Market
    • 5.1.1 Status Quo
    • 5.1.2 Global Companies
  • 5.2 Chinese Market
    • 5.2.1 Market Demand
    • 5.2.2 Market Size
    • 5.2.3 Restaurant Robot
    • 5.2.4 Hotel Robot
  • 5.3 Landscape of Companies
    • 5.3.1 Status Quo
    • 5.3.2 Operation of Major Delivery Robot Companies in China
    • 5.3.3 Chinese Companies
    • 5.3.4 Business Models
    • 5.3.5 Limiting Factors for Commercial Operation of Indoor Delivery Robots

6. Major Chinese Low-Speed Autonomous Delivery Vehicle Vendors

  • 6.1 Neolix
    • 6.1.1 Profile
    • 6.1.2 Main Products
    • 6.1.3 Main Technologies
    • 6.1.4 Operation and Scheduling System
    • 6.1.5 Remote Driving Platform
    • 6.1.6 Operation Cases
    • 6.1.7 Major Clients and Delivery
  • 6.2 Idriverplus
    • 6.2.1 Profile
    • 6.2.2 Development Course
    • 6.2.3 Main Products
    • 6.2.4 Main Technologies
    • 6.2.5 Cases
    • 6.2.6 Major Clients
  • 6.3 Uisee Technology
    • 6.3.1 Profile
    • 6.3.2 Product System
    • 6.3.3 Airport Autonomous Luggage Logistics Vehicle
    • 6.3.4 Factory Autonomous Logistics Vehicle
    • 6.3.5 Autonomous Microcirculation Minibus
    • 6.3.6 Autonomous Delivery Vehicle Solutions
    • 6.3.7 Main Technologies
    • 6.3.8 Major Clients
  • 6.4 Unity Drive
    • 6.4.1 Profile
    • 6.4.2 Main Products
    • 6.4.3 Main Technologies
    • 6.4.4 Operation
    • 6.4.5 Major Clients
  • 6.5 Go Further.AI
    • 6.5.1 Profile
    • 6.5.2 Main Products
    • 6.5.3 Main Technologies
    • 6.5.4 Operation
    • 6.5.5 Operation Cases
    • 6.5.6 Major Clients
  • 6.6 Yours Technology
    • 6.6.1 Profile
    • 6.6.2 Yours Delivery
    • 6.6.3 Yours Retail
    • 6.6.4 Main Technologies
    • 6.6.5 Major Clients
  • 6.7 Pudu Technology
    • 6.7.1 Profile
    • 6.7.2 Main Products
    • 6.7.3 Main Technologies
    • 6.7.4 Operation
    • 6.7.5 Major Clients
  • 6.8 YOGO Robot
    • 6.8.1 Profile
    • 6.8.2 Main Products
    • 6.8.3 Main Technologies
    • 6.8.4 Operation and After-Sales Services
    • 6.8.5 Operation
    • 6.8.6 Transportation Process of Intelligent Delivery Station
    • 6.8.7 Major Clients
  • 6.9 Keenon Robotics
    • 6.9.1 Profile
    • 6.9.2 Main Products
    • 6.9.3 Main Technologies
    • 6.9.4 Operation and After-Sales Services
    • 6.9.5 Operation
    • 6.9.6 Major Clients
  • 6.10 Excelland AI
    • 6.10.1 Profile
    • 6.10.2 Main Products
    • 6.10.3 Main Technologies
    • 6.10.4 Operation
    • 6.10.5 Partners and Clients