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市場調查報告書

ADAS及自動駕駛的Tier1供應商(2020年∼2021年)

ADAS and Autonomous Driving Tier 1 Suppliers Report, 2020-2021

出版商 ResearchInChina 商品編碼 991280
出版日期 內容資訊 英文 238 Pages
商品交期: 最快1-2個工作天內
價格
ADAS及自動駕駛的Tier1供應商(2020年∼2021年) ADAS and Autonomous Driving Tier 1 Suppliers Report, 2020-2021
出版日期: 2021年02月07日內容資訊: 英文 238 Pages
簡介

由於COVID-19發生,汽車的需求減少,汽車產業的生產一時停止。Continental的世界249處的生產據點的40%以上,為了保護員工和對應需求降低,2020年4月從數日到數周一時停止生產等,大部分的Tier1供應商企業業務發展困難,整體收益銳減。

本報告提供ADAS及自動駕駛的Tier1供應商的相關調查,ADAS自動駕駛系統概要,主要國家政策和市場趨勢,全球供應商及比較等資訊。

目錄

第1章 與ADAS自動駕駛系統

  • 組成
  • 知覺等級
    • 環境知覺感測器
    • 車輛動作感測器
    • HD地圖
    • V2X
  • 決策等級
  • 中介軟體
  • 工作等級

第2章 政策與市場環境

  • 政策
    • 美國
    • 韓國
    • 日本
    • 中國
  • 自動駕駛系統的評估
  • 推動ADAS的開發的車輛安全性評估
  • 全球ADAS和自動駕駛的市場規模,及Tier1供應商的競爭情形環境
  • 中國的ADAS與自動駕駛的銷售時期
  • 中國的L2ADAS普及率
  • L2+車輛模式的銷售與機能
  • L3車輛模式的銷售與案例

第3章 全球ADAS和自動駕駛的Tier1供應商比較

  • Fundamentals
  • Development Features
  • Perception Layer Layout
  • Decision Layer Layout
  • Actuation Layer Layout
  • ADAS Development Planning
  • Autonomous Driving Application Scenarios & Process
  • Partners

第4章 全球ADAS及自動駕駛的主要Tier1供應商

  • Bosch
  • Continental
  • Organizational Structure
  • Aptiv
  • Valeo
  • ZF
  • Hyundai Mobis
  • Veoneer
  • Visteon
  • Magna
  • Denso

第5章 中國的ADAS和自動駕駛的Tier1供應商比較

  • 基礎
  • 開發功能
  • 知覺等級的設計
  • 決策等級的設計
  • 自動駕駛方案,計劃,試驗,及合作夥伴

第6章 中國的ADAS和自動駕駛的主要Tier1供應商

  • Baidu
  • Tencent
  • Alibaba
  • Huawei
  • Foryou Corporation
  • Desay SV
  • Neusoft Reach
  • NavInfo
  • TUS International
  • HiRain Technologies
  • Freetech
目錄

Autonomous Driving Tier1 Supplier Research: centralized implementation of L2+, middleware layout of Tier 1 suppliers.

1. The ADAS revenue of foreign Tier 1 suppliers declines amid the pandemic

The outbreak of COVID-19 has led to the declining demand for automobiles and the temporary suspension of production in the automobile industry. In this case, the overall revenue of most Tier1 suppliers has fallen sharply as they have difficulties in business development. For example, more than 40% of Continental's 249 production bases around the world decided in April 2020 to temporarily suspend production for several days or several weeks in order to protect employees and respond to lower demand.

2. Tier 1 suppliers actively promote the mass implementation of L2 autonomous driving, and L3 autonomous driving enters the market

While Tier 1 suppliers' normal production is hindered, the technology of L2/L3 autonomous driving is advancing in an orderly manner.

From January to November 2020, 57 domestic auto brands launched 208 L2 models, and sold 2.60 million vehicles with a year-on-year upsurge of 118.9% thanks to the efforts of Tier 1 suppliers. For example, Bosch helped 40 local models achieve L2 autonomous driving in 2019, and focused on the implementation of L2+ autonomous driving in 2020.

Benefiting from the effective control over the domestic epidemic, Chinese Tier1 suppliers have constantly launched new products. Among them, Huawei and Baidu have attracted the most attention from the market. Huawei has successively unveiled perception layer products such as radar and LiDAR, as well as decision layer products like intelligent driving computing platform MDC and intelligent driving operating system AOS. Baidu APOLLO has released the autonomous driving computing platform ACU (1.0/2.0/3.0) and the L2 intelligent driving solution ANP, and also has successively landed in Changsha, Cangzhou, and Beijing with Robotaxi which is fully open to the society for operation.

With the introduction of HD maps, Tier 1 suppliers have assisted OEMs to head towards L3 autonomous driving. Xpeng P7, GAC Aion LX and other models with L3 autonomous driving have debuted successively.

3. Foreign Tier 1 suppliers dabble in middleware, while domestic Tier 1 suppliers are deeply tied up with OEMs

From the perspective of autonomous driving products and scenarios, Bosch, Continental and ZF have the most comprehensive layout among foreign Tier1 suppliers. Both Bosch and ZF launched middleware designed for autonomous driving in 2020. As for the domestic Tier 1 suppliers, Huawei and Desay SV take the lead in the perception layout; however, all the domestic Tier1 suppliers are absent in the field of actuation.

In July 2020, Bosch launched Iceoryx, a middleware for advanced autonomous driving, compatible with ROS2 and Adaptive AutoSAR interfaces to meet the requirements of different development periods (pre-ROS, mass production of Autosar)

In December 2020, ZF released ZF Middleware, providing a modular solution that can be integrated into automakers' software platforms. At the same time, the middleware will be installed on mass-produced vehicles in 2024.

It is worth noting that foreign Tier 1 suppliers dabble in underlying system R&D and build a bridge between system and software applications while accomplishing functions. Bosch and ZF have successively released middleware products, hoping to centrally configure autonomous driving solutions for OEMs through a comprehensive sensor layout so as to simplify system integration, lower development costs and accelerate product launch.

The domestic Tier 1 suppliers (Huawei, Alibaba and Baidu) have teamed up with OEMs to launch autonomous driving and other technologies by in-depth cooperation or establishment of joint ventures to jointly help automakers build high-end brands or accelerate transformation to electrification, connectivity, intelligence and sharing.

  • Changan and Huawei. On November 14, 2020, Changan, Huawei and CATL established a new high-end smart car brand together. They will jointly develop the CHN smart electric vehicle platform, which will be equipped with Huawei's smart cockpit platform CDC, autonomous driving domain controller ADC, and some components of electric drive, batteries and electric control.
  • SAIC and Alibaba. On November 26, 2020, SAIC and Alibaba jointly founded a high-end battery-electric vehicle brand "IM", which will adopt Alibaba's Banma Telematics system and SAIC's electric drive, battery, electric control and intelligent driving technologies.
  • Geely and Baidu. On January 11, 2020, Geely and Baidu erected a smart electric vehicle company. Baidu will fully empower the joint venture with technologies such as artificial intelligence, autonomous driving, Apollo, and Baidu Map.

4. Summary

Comparing the development models of Tier 1 suppliers at home and abroad, emerging Tier 1 suppliers represented by Huawei and Mobileye directly penetrate into OEMs, deeply participate in product R&D, and position themselves as Tier 0.5 suppliers. For example, at the beginning of BAIC ARCFOX R&D, Huawei directly took part in R&D of many system functions of the vehicle, including smart driving, smart cockpit and smart electronics. Similarly, Mobileye acted as a Tier 0.5 supplier amid the cooperation with Geely Lynk & Co. Previously, Mobileye only supplied semi-finished components to Tier 1 suppliers, but now it is responsible for the complete solution stack for the first time, including hardware, software, drive strategy and control. Mobileye will also provide a multi-domain controller and provide software OTA updates after the system is deployed.

The emergence of the Tier 0.5 cooperation model will reshape the cooperation pattern of the traditional automobile industry chain.

Table of Contents

1. ADAS and Autonomous Driving System

  • 1.1 Composition
  • 1.2 Perception Layer
    • 1.2.1 Environment Perception Sensor
    • 1.2.2 Vehicle Motion Sensor
    • 1.2.3 HD Map
    • 1.2.4 V2X
  • 1.3 Decision Layer
  • 1.4 Middleware
  • 1.5 Actuation Layer

2. Policies and Market Environment

  • 2.1 Policies
    • 2.1.1 U.S.
    • 2.1.2 South Korea
    • 2.1.3 Japan
    • 2.1.4 China
  • 2.2 Rating of Autonomous Driving System
  • 2.3 Car Safety Ratings Boost the Development of ADAS
  • 2.4 Global ADAS and Autonomous Driving Market Size as well as Competitive Landscape of Tier 1 Suppliers
  • 2.5 Launch Time of ADAS and Autonomous Driving in China
  • 2.6 China's L2 ADAS Penetration Rate
  • 2.7 Launch and Functions f L2+ Vehicle Models
  • 2.8 Launch and Cases of L3 Vehicle Models

3. Comparison of Global Tier 1 ADAS and Autonomous Driving Suppliers

  • 3.1 Fundamentals
  • 3.2 Development Features
  • 3.3 Perception Layer Layout
  • 3.4 Decision Layer Layout
  • 3.5 Actuation Layer Layout
  • 3.6 ADAS Development Planning
  • 3.7 Autonomous Driving Application Scenarios & Process
  • 3.8 Partners

4. Major Global Tier 1 ADAS and Autonomous Driving Suppliers

  • 4.1 Bosch
    • 4.1.1 Profile
    • 4.1.2 Organization Structure Adjustment
    • 4.1.3 Autonomous Driving Product Layout
    • 4.1.4 Perception Layer Layout
    • 4.1.5 Decision Layer Layout
    • 4.1.6 Middleware Layout
    • 4.1.7 Actuation Layer Layout
    • 4.1.8 Three Scenarios for Autonomous Driving
    • 4.1.9 Autonomous Driving Roadmap in China
    • 4.1.10 Autonomous Driving Solution
    • 4.1.11 Evolution of Autonomous Driving Features
    • 4.1.12 Automated Parking Layout
    • 4.1.13 L4 Demonstration Projects
    • 4.1.14 V2X Demonstration Projects
    • 4.1.15 Autonomous Driving Partners
    • 4.1.16 Autonomous Driving Dynamics in 2020
    • 4.1.17 Summary
  • 4.2 Continental
    • 4.2.1 Profile
  • 4.2.2Organizational Structure
    • 4.2.3 R&D Input
    • 4.2.4 Autonomous Driving Planning
    • 4.2.5 Perception Layer Layout
    • 4.2.6 Decision Layer Layout
    • 4.2.7 Actuation Layer Layout
    • 4.2.8 Layout of Three Scenarios for Autonomous Driving
    • 4.2.9 V2X Layout
    • 4.2.10 Autonomous Driving Partners
    • 4.2.11 Autonomous Driving Dynamics in 2019-2020
    • 4.2.12 Summary
  • 4.3 Aptiv
    • 4.3.1 Profile
    • 4.3.2 Revenue and Orders
    • 4.3.3 Overall Layout and Positioning
    • 4.3.4 Perception Layer Layout
    • 4.3.5 Decision Layer Layout
    • 4.3.6 Autonomous Driving Route
    • 4.3.7 L4 Solutions and Demonstration Projects
    • 4.3.8 Autonomous Driving Partners
    • 4.3.9 Autonomous Driving Dynamics in 2019-2020
    • 4.3.10 Summary
  • 4.4 Valeo
    • 4.4.1 Profile
    • 4.4.2 Perception Layer Layout
    • 4.4.3 Decision Layer Layout
    • 4.4.4 Autonomous Driving Development Roadmap
    • 4.4.5 L4 Demonstration Projects
    • 4.4.6 Layout of Three Scenarios for Autonomous Driving
    • 4.4.7 Autonomous Driving Layout in China
    • 4.4.8 Main Partners
    • 4.4.9 Autonomous Driving Dynamics in 2019-2020
    • 4.4.10 Summary
  • 4.5 ZF
    • 4.5.1 Profile and Operation
    • 4.5.2 Product Layout
    • 4.5.3 Perception Layer Layout
    • 4.5.4 Decision Layer Layout
    • 4.5.5 Middleware Layout
    • 4.5.6 Actuation Layer Layout
    • 4.5.7 Layout of Scenarios for Autonomous Driving
    • 4.5.8 Autonomous Driving Solutions
    • 4.5.9 Autonomous Driving Partners
    • 4.5.10 Autonomous Driving Dynamics in 2019-2020
    • 4.5.11 Summary
  • 4.6 Hyundai Mobis
    • 4.6.1 Profile and Operation
    • 4.6.2 Global R&D Institutes
    • 4.6.3 Perception Layer Layout
    • 4.6.4 ADAS Features and Layout
    • 4.6.5 Autonomous Driving Planning and Strategy
    • 4.6.6 Dynamics of ADAS and Autonomous Driving in 2019-2020
    • 4.6.7 Summary
  • 4.7 Veoneer
    • 4.7.1 Profile
    • 4.7.2 Operation
    • 4.7.3 Major Products and Customers
    • 4.7.4 Perception Layer Layout
    • 4.7.5 Decision Layer Layout
    • 4.7.6 Overall Autonomous Driving Layout
    • 4.7.7 Autonomous Driving Development Planning
    • 4.7.8 Autonomous Driving Roadmap
    • 4.7.9 L2&L2+ Solutions and Features
    • 4.7.10 New Generation of ADAS System
    • 4.7.11 Main Partners
    • 4.7.12 Autonomous Driving Dynamics in 2019-2020
    • 4.7.13 Summary
  • 4.8 Visteon
    • 4.8.1 Profile
    • 4.8.2 Operation
    • 4.8.3 Main Products
    • 4.8.4 Decision Layer Layout
    • 4.8.5 L3/L4 Autonomous Driving Tests
    • 4.8.6 Development Planning for ADAS and Autonomous Driving
    • 4.8.7 Autonomous Driving Partners
    • 4.8.8 Autonomous Driving Dynamics in 2018-2020
    • 4.8.9 Summary
  • 4.9 Magna
    • 4.9.1 Profile and Operation
    • 4.9.2 ADAS Features Accomplished
    • 4.9.3 Perception Layer Layout
    • 4.9.4 Decision Layout Layout
    • 4.9.5 Actuation Layout Layout
    • 4.9.6 Magna Gen5 "one-box" solution
    • 4.9.7 Collaborative Development of ADAS System
    • 4.9.8 Autonomous Driving Dynamics in 2018-2020
    • 4.9.9 Summary
  • 4.10 Denso
    • 4.10.1 Profile
    • 4.10.2 Global R&D Bases
    • 4.10.3 Operation
    • 4.10.4 Perception Layer Layout
    • 4.10.5 Autonomous Driving Investment and R&D Layout
    • 4.10.6 Autonomous Driving Tests
    • 4.10.7 Autonomous Driving Planning
    • 4.10.8 Cockpit Planning around Autonomous Driving
    • 4.10.9 Autonomous Driving Dynamics in 2019-2020
    • 4.10.10 Summary

5. Comparison of Tier 1 ADAS and Autonomous Driving Suppliers in China

  • 5.1 Fundamentals
  • 5.2 Development Features
  • 5.3 Perception Layer Layout
  • 5.4 Decision Layer Layout
  • 5.5 Autonomous Driving Scenarios, Planning, Tests and Partners

6. Major Tier 1 ADAS and Autonomous Driving Suppliers in China

  • 6.1 Baidu
    • 6.1.1 Profile
    • 6.1.2 Development Course of Autonomous Driving
    • 6.1.3 Apollo Open Platform
    • 6.1.4 Perception Layer Layout
    • 6.1.5 Decision Layer Layout
    • 6.1.6 Mass Production Solution for Low-speed Autonomous Driving
    • 6.1.7 Autonomous Driving Test
    • 6.1.8 Mass Production Solution for Autonomous Driving
    • 6.1.9 Autonomous Driving Partners
    • 6.1.10 Summary
  • 6.2 Tencent
    • 6.2.1 Profile
    • 6.2.2 Perception Layer Layout
    • 6.2.3 Autonomous Driving Data Cloud Platform
    • 6.2.4 TAD Sim 2.0 Simulation Platform
    • 6.2.5 Autonomous Driving Solutions
    • 6.2.6 5G CVIS Open Source Platform
    • 6.2.7 Autonomoud Driving Road Intelligent Inspection Solution
    • 6.2.8 Smart Mobility Layout
    • 6.2.9 Summary
  • 6.3 Alibaba
    • 6.3.1 Profile
    • 6.3.2 ADAS Technology Architecture
    • 6.3.3 Decision Layer Layout
    • 6.3.4 Autonomous Driving Cloud Platform
    • 6.3.5 CVIS
    • 6.3.6 Autonomous Driving Solutions
    • 6.3.7 Summary
  • 6.4 Huawei
    • 6.4.1 Profile
    • 6.4.2 Autonomous Driving Path
    • 6.4.3 Autonomous Driving Solution
  • 6.4.4
    • 6.4.5 Decision Layer Layout
    • 6.4.6 Software Layer Layout
    • 6.4.7 Autonomous Driving Simulation Layout
    • 6.4.8 V2X Layout
    • 6.4.9 Partners
    • 6.4.10 Summary
  • 6.5 Foryou Corporation
    • 6.5.1 Profile and Product Layout
    • 6.5.2 Perception Layer Layout
    • 6.5.3 Autonomous Driving Function and Solutions
    • 6.5.4 Summary
  • 6.6 Desay SV
    • 6.6.1 Profile
    • 6.6.2 Perception Layer Layout
    • 6.6.3 Decision Layer Layout
    • 6.6.4 Autonomous Driving Solution
    • 6.6.5 V2X Solutions
    • 6.6.6 Autonomous Driving Test
    • 6.6.7 Partners
    • 6.6.8 Future Planning
    • 6.6.9 Autonomous Driving Dynamics
    • 6.6.10 Summary
  • 6.7 Neusoft Reach
    • 6.7.1 Profile
    • 6.7.2 Business Layout
    • 6.7.3 ADAS Product Line
    • 6.7.4 Decision Layer Layout
    • 6.7.5 V2X Layout
    • 6.7.6 Partners
    • 6.7.7 Future Planning
    • 6.7.8 Summary
  • 6.8 NavInfo
    • 6.8.1 Profile
    • 6.8.2 Development Planning
    • 6.8.3 Operation Performance
    • 6.8.4 Perception Layer Layout
    • 6.8.5 Chip Business
    • 6.8.6 Autonomous Driving Test
    • 6.8.7 V2X Important Development Node
    • 6.8.8 Autonomous Driving Business Cooperation
    • 6.8.9 Major Clients
    • 6.8.10 Dynamics in 2020-2021
    • 6.8.11 Summary
  • 6.9 TUS International
    • 6.9.1 Profile
    • 6.9.2 Perception Layer Layout
    • 6.9.3 Autonomous Driving Solution
    • 6.9.4 V2X Layout
    • 6.9.5 Cloud Control Business
    • 6.9.6 Partners
    • 6.9.7 Summary
  • 6.10 HiRain Technologies
    • 6.10.1 Profile
    • 6.10.2 Autonomous Driving Planning
    • 6.10.3 Perception Layer Layout
    • 6.10.4 Decision Layer Layout
    • 6.10.5 Autonomous Driving Products
    • 6.10.6 Autonomous Driving Prototype Test
    • 6.10.7 Summary
  • 6.11 Freetech
    • 6.11.1 Profile
    • 6.11.2 Perception Layer Layout
    • 6.11.3 Decision Layer Layout
    • 6.11.4 L2-L3 Solution
    • 6.11.5 L4 Solution and Projects
    • 6.11.6 Major Clients
    • 6.11.7 Summary