市场调查报告书

ADAS、自动驾驶的第一级供应商:2019年~2020年

ADAS and Autonomous Driving Tier 1 Suppliers Report, 2019-2020

出版商 ResearchInChina 商品编码 837240
出版日期 内容资讯 英文 245 Pages
商品交期: 最快1-2个工作天内
价格
ADAS、自动驾驶的第一级供应商:2019年~2020年 ADAS and Autonomous Driving Tier 1 Suppliers Report, 2019-2020
出版日期: 2020年04月28日内容资讯: 英文 245 Pages
简介

L3自动驾驶的争议中,部分媒体认为奥迪将放弃L3,不过奥迪否认了这一说法,只是升级L3的研究到福斯集团。大部分的OEM,除了跳过L3的Volvo、福特、NextEV,2020年将发售L3模组。严密来说,2020年OEM发售的L3模组,有部分高阶模组的原型,实际上可能不是真正的L3模组。

本报告提供世界及中国的ADAS、自动驾驶的第一级供应商调查,自动驾驶的规划、商业化流程、开发的焦点等比较分析,世界及中国的主要第一级供应商的简介,主要的技术、产品,R&D蓝图,联盟等状况等汇整资料。

第1章 ADAS、自动驾驶系统

  • 结构
  • 感测等级
    • 环境感测感测器
    • 车辆动作感测器
    • HD地图
    • V2X
  • 决策等级
  • 驱动等级

第2章 政策及市场环境

  • 政策
    • 美国
    • 韩国
    • 中国
  • 自动驾驶系统的评估
  • 汽车的安全性评估推动ADAS的开发
  • 全球ADAS、自动驾驶市场规模和第一级供应商的竞争情形
  • 中国的L2 ADAS普及率
  • L2+及L3车辆模组的销售计划

第3章 ADAS、自动驾驶主要的第一级供应商比较分析

  • 基础
  • 开发的特征
  • 感测等级的设计
  • 决策等级的设计
  • 驱动等级的设计
  • ADAS开发计划
  • 自动驾驶方案和流程
  • 合作伙伴

第4章 ADAS&自动驾驶解决方案:全球第一级供应商

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

第5章 ADAS&自动驾驶解决方案:中国的第一级供应商

  • 基础
  • 开发的特征
  • 感测等级的设计
  • 决策等级的设计
  • 自动驾驶方案,计划,流程
  • 合作伙伴

第6章 智慧型连网型ADAS&自动驾驶解决方案:中国的第一级供应商

  • Baidu
  • Tencent
  • Neusoft Reach
  • Huawei
  • Foryou Corporation
  • Desay SV
  • Neusoft Reach
  • NavInfo
  • TUS Cloud Control

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目录

Tier 1 suppliers for autonomous driving: Chinese Tier 1 suppliers have not embarked on the actuation layer, and L3 will spread after 2022

Amid the controversy in L3, some media believe that Audi will give up L3, which is later denied by Audi saying it only elevate the L3 research to Volkswagen Group.

Most OEMs plan to launch L3 models in 2020 except Volvo, Ford and NextEV that will skip L3.

Strictly speaking, the L3 models to be launched by OEMs in 2020 may be prototypes of some high-end models or not real L3 models.

Tier 1 suppliers are not in readiness for large-scale supply to L3 models. Continental, for instance, focuses on L2 + models between 2019 and 2022, and will commercialize L3 models after 2022. Bosch will also begin commercializing the L3 highway pilot (HWP) function after 2022. To increase redundancy of the system, Bosch renders a dual-domain controller architecture to further ensure the system security.

In the realm of autonomous driving, Tier 1 suppliers profit mainly from ADAS. Although Mobileye enjoys the largest market share in terms of ADAS algorithms (including software and chips), it did not secure the highest revenue in 2019 in the ADAS market which also covers control units, millimeter wave radars, map positioning systems, etc.

A case in point is Continental whose ADAS revenue in 2019 posted €4 billion (20% from ADAS domain control unit (ADCU) and 40% from radars).

It can be seen in the table below that Bosch, Continental and Valeo stay ahead by deployments among foreign Tier 1 suppliers, and Huawei deploys most widely in Chinese Tier 1 suppliers.

Chinese Tier 1 suppliers have not embarked on the actuation layer, which is undoubtedly their biggest shortcoming. Without the know-how about actuation technology, they cannot control the autonomous vehicles accurately nor have the initiative. It is expected that they will invest in or acquire related companies in the near future to address inadequacies.

Despite lagged far behind foreign Tier 1 suppliers in the underlying hardware of autonomous driving, Chinese Tier 1 suppliers delve more into application scenarios and V2X than foreign counterparts who usually deploy in expressways, urban roads, and autonomous parking, for the three of which Valeo, for example, launched Cruise4U, Drive4U, Park4U , respectively.

Chinese Tier 1 suppliers have laid out more scenarios. Together with partners, Baidu is present in such scenarios as autonomous cleaning, autonomous agricultural machinery, autonomous shuttles, RoboTaxi, autonomous delivery, autonomous buses, autonomous trucks, and AVP.

Alibaba is pivoted on autonomous logistics vehicle to bolster its e-commerce business

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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 Actuation Layer

2. Policies and Market Environment

  • 2.1 Policies
    • 2.1.1 U.S.
    • 2.1.2 South Korea
    • 2.1.3 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 Planning of L2+ and 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 Autonomous Driving Product Layout
    • 4.1.3 Perception Layer Layout
    • 4.1.4 Decision Layer Layout
    • 4.1.5 Actuation Layer Layout
    • 4.1.6 Three Scenarios for Autonomous Driving
    • 4.1.7 Evolution of Autonomous Driving Features
    • 4.1.8 Automated Parking Layout
    • 4.1.9 L4 Demonstration Project
    • 4.1.10 Autonomous Driving Partners
    • 4.1.11 Autonomous Driving Dynamics in 2019-2020
    • 4.1.12 Summary
  • 4.2 Continental
    • 4.2.1 Profile
  • 4.2.2Organizational Structure
    • 4.2.3 Perception Layer Layout
    • 4.2.4 Decision Layer & Actuation Layer Layout
    • 4.2.5 Autonomous Driving Planning
    • 4.2.6 Layout of Three Scenarios for Autonomous Driving
    • 4.2.7 Autonomous Driving Partners
    • 4.2.8 Autonomous Driving Dynamics in 2019-2020
    • 4.2.9 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
    • 4.4.5 Layout of Three Scenarios for Autonomous Driving
    • 4.4.6 Autonomous Driving Layout in China
    • 4.4.7 Main Partners
    • 4.4.8 Autonomous Driving Dynamics in 2019-2020
    • 4.4.9 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 Actuation Layer Layout
    • 4.5.6 Layout of Scenarios for Autonomous Driving
    • 4.5.7 Autonomous Driving Solutions
    • 4.5.8 Autonomous Driving Partners
    • 4.5.9 Autonomous Driving Dynamics in 2019-2020
    • 4.5.10 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 Milestones
    • 4.7.5 Perception Layer Layout
    • 4.7.6 Decision Layer Layout
    • 4.7.7 Overall Autonomous Driving Layout
    • 4.7.8 Autonomous Driving Development Planning
    • 4.7.9 Main Partners
    • 4.7.10 Autonomous Driving Dynamics in 2019-2020
    • 4.7.11 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 Autonomous Driving Dynamics in 2018-2020
    • 4.9.5 Summary
  • 4.10 Denso
    • 4.10.1 Profile
    • 4.10.2 Operation
    • 4.10.3 Global R&D Bases
    • 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 Autonomous Driving
    • 6.1.7 Autonomous Driving Test
    • 6.1.8 Operation of RoboTaxi
    • 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 Simulation Platform
    • 6.2.5 Autonomous Driving Solutions
    • 6.2.6 5G CVIS Open Source Platform
    • 6.2.7 Smart Mobility Layout
    • 6.2.8 Summary
  • 6.3 Alibaba
    • 6.3.1 Profile
    • 6.3.2 CVIS
    • 6.3.3 Autonomous Driving Solutions
    • 6.3.4 Summary
  • 6.4 Huawei
    • 6.4.1 Profile
    • 6.4.2 ICV Solutions
    • 6.4.3 L4 Intelligent Driving Solutions
    • 6.4.4 Perception Layer Layout
    • 6.4.5 Decision Layer Layout
    • 6.4.6 Autonomous Driving Path
    • 6.4.7 ICV Partners
    • 6.4.8 Summary
  • 6.5 Foryou Corporation
  • 6.6 Desay SV
    • 6.6.1 Profile
    • 6.6.2 Perception Layer Layout
    • 6.6.3 Decision Layer Layout
    • 6.6.4 V2X Solutions
    • 6.6.5 Autonomous Driving Test
    • 6.6.6 Partners
    • 6.6.7 Future Planning
    • 6.6.8 Autonomous Driving Dynamics
    • 6.6.9 Summary
  • 6.7 Neusoft Reach
    • 6.7.1 Profile
    • 6.7.2 Business Layout
    • 6.7.3 ADAS Product Line
    • 6.7.4 V2X Product Line
    • 6.7.5 Decision Layer Layout
    • 6.7.6 Partners
    • 6.7.7 Future Planning
    • 6.7.8 Summary
  • 6.8 NavInfo
  • 6.9 TUS Cloud Control