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市场调查报告书

ADAS / AD产业链报告(2020):OEM

ADAS/AD Industry Chain Report, 2020 - - OEMs

出版商 ResearchInChina 商品编码 947611
出版日期 内容资讯 英文 295 Pages
商品交期: 最快1-2个工作天内
价格
ADAS / AD产业链报告(2020):OEM ADAS/AD Industry Chain Report, 2020 - - OEMs
出版日期: 2020年07月06日内容资讯: 英文 295 Pages
简介

在中国,2020年前四个月L2 ADAS的装载率为10.6%,高于2019年。中国在开发ADAS/AD技术方面取得了早期成功。TOYOTA最初计划在2020年东京奥运会上部署L4,但由于COVID-19的流行,该计划仍未明确。 2020年6月下旬,Volvo和Waymo宣布Waymo将成为 "Volvo的全球L4独家合作伙伴" 。在Waymo的支持下,Volvo将利用Waymo的自动驾驶技术制造电动机器人出租车,旗下有两个子品牌Polestar和Lynk&Co。

此报告调查了世界ADAS(高级驾驶员辅助系统)/AD(自动驾驶)产业链,ADAS/AD系统结构,法规和国家政策,世界OEM的ADAS/AD开发。我们按地区分析趋势,主要OEM策略,计划和趋势。

第1章ADAS和自动驾驶系统的结构

  • 系统配置
    • ADAS系统架构
    • ADAS功能的演变
    • ADAS系统架构和核心组件的发展
    • V2X
  • 标准法规
    • 世界自动驾驶系统级别
    • 中国自动驾驶系统水平
    • 中国ADAS与自动驾驶时间表
    • 车辆安全评估推动了ADAS技术的发展
  • 政策
    • 美国
    • 韩国
    • 中国
  • 市场规模和装载率
    • 世界
    • 中国

第2章世界OEM ADAS和自动驾驶布局

  • 发展政策和时间表
  • L2系统布局
    • 功能和解决方案
    • 市场(中国)
  • L3系统布局
  • L4系统布局
  • 合作伙伴

第3章世界OEM ADAS和自动驾驶发展趋势

  • 市场
  • 摘要方案
  • 车辆配置
  • 车辆形状
  • 发展政策

第4章ADAS/欧美OEM进行自动驾驶

  • 奔驰
    • 策略
    • ADAS功能开发课程
    • 自动驾驶发展路线
    • ADAS/AD系统
    • 自动驾驶路测里程碑
    • 自动驾驶伙伴
    • 自动驾驶布局
  • BMW
  • Volkswagen
  • Audi
  • General Motors
  • Volvo
  • Ford
  • Tesla

第5章ADAS/自动驾驶的日韩OEM

  • Hyundai
    • 流动策略
    • 自动驾驶的演变
    • ADAS系统
    • 自动驾驶路试
    • 自动驾驶伙伴
    • 未来城市交通愿景
    • 自动驾驶技术
    • 自动驾驶布局
  • Toyota
  • Honda
  • Nissan

第6章ADAS/中国OEM进行自动驾驶

  • 长安汽车
    • 智能策略
    • 自动驾驶开发课程
    • 自动驾驶路线图
    • ADAS/AD系统
    • 自动驾驶考试
    • ADAS和自动驾驶核心技术
    • ADAS和自动驾驶合作伙伴
    • 自动驾驶布局
  • Great Wall Motor
  • BYD
  • FAW
  • Geely
  • GAC
  • BAIC BJEV
  • SAIC
  • Chery
  • Dongfeng Motor
目录

OEM Autonomous Driving Research: Successive Launch of L2 Models on Market, Foreign Plan for Mass Production of L4 Models Earlier Than China.

I. L2/L2+ models are successively available on the market

Over years of rapid growth, mainstream OEMs have spawned L2 ADAS systems and upgraded related functions, equipping their vehicles with core capabilities e.g., ACC, lane keeping assist (LKA)/lane centering assist (LCA), active steering (under driver's confirmation) and traffic sign recognition, at all speeds. Deep fusion of these capabilities is of the essence for mass production.

In China, installation rate of L2 ADAS was 10.6% in the first four months of 2020, 5.4 percentage points higher than in 2019. China has achieved initial success in development of ADAS/AD technology. Foreign brands like Volvo and Toyota, and new homegrown brands such as Lynk & Co, WEY, Geometry and EXEED stay ahead in installation.

II. L3 is expecting policy incentives

L3 automated driving is challenged as concerns technology and regulations. OEMs have mixed attitudes towards it:

  • South Korea has been the first one to release L3 standards: Hyundai is expected to make headway in market;
  • Europe and the US have yet to loosen their policies: Audi slows its pace of commercializing L3;

China's policy still remains unclear but OEMs calls for it: GAC and Changan Automobile already gear up for mass production; Geely and Chery will follow up at any time.

The released L3 solutions integrated with LiDAR and HD map, allow for hands-off steering wheel in the scenarios of highways and city fast roads but require good road conditions, e.g., physical road dividing lines and clear lane lines.

III. Foreign plan for mass-production of L4 models is earlier than China

European and American OEMs stay ahead of others in L4 development; Mercedes-Benz and GM have carried out L4 pilot projects; BWM, VW and Audi have unveiled implementation plans in details;

Korean and Japanese OEMs begin to seek external collaborations for faster launch of L4. Examples include Hyundai's cooperation with Pony.ai and Honda's partnership with GM Cruise. Toyota originally planned to roll out L4 at the Tokyo 2020 Olympic Games but the COVID-19 pandemic makes the plan uncertain;

Chinese OEMs see L4 as a long-term plan. Only few of them, like Changan Automobile and FAW Hongqi are attempting at L4 tests.

In late June 2020, Volvo and Waymo announced that Waymo becomes "the exclusive global L4 partner for Volvo". Volvo will leverage Waymo autonomous driving technology to build electric robotaxi and equip its two sub-brands Polestar and Lynk & Co. With the help of Waymo, Volvo is hopeful to be one of the first-movers in L4 camp.

In 2020, autonomous driving bellwethers secure enormous investments and leading automakers seize more of the market. Third or fourth-tier auto manufacturers go bankrupt at a faster pace. The ultrahigh technical barriers of autonomous driving encourage the survival of the fittest among OEMS.

Table of Contents

1. ADAS and Autonomous Driving System Structure

  • 1.1. System Structure
    • 1.1.1. ADAS System Architecture
    • 1.1.2. Evolution of ADAS Features
    • 1.1.3. Evolution of ADAS System Architecture and Core Components
    • 1.1.4. V2X
  • 1.2. Standards and Regulations
    • 1.2.1. Global Autonomous Driving System Levels
    • 1.2.2. China's Autonomous Driving System Levels
    • 1.2.3. China's ADAS and Autonomous Driving Timetable
    • 1.2.4. Automotive Safety Rating Promotes the Development of ADAS Technology
  • 1.3. Policy
    • 1.3.1. United States
    • 1.3.2. South Korea
    • 1.3.3. China
  • 1.4. Market Size and Installation Rate
    • 1.4.1. Global
    • 1.4.2. China

2. Global OEM ADAS and Autonomous Driving Layout

  • 2.1. Development Path and Schedule
  • 2.2. L2 System Layout
    • 2.2.1. Functions and Solutions
    • 2.2.2. Market (China)
  • 2.3. L3 System Layout
  • 2.4. L4 System Layout
  • 2.5. Partners

3. Development Trends of Global OEM ADAS and Autonomous Driving

  • 3.1. Market
  • 3.2. Applied Scenarios
  • 3.3. Vehicle Configuration
  • 3.4. Vehicle Forms
  • 3.5. Development Path

4. European and American OEMs in ADAS/Autonomous Driving

  • 4.1. Mercedes-Benz
    • 4.1.1. Daimler's CASE Strategy
    • 4.1.2. Development Course of ADAS Features
    • 4.1.3. Autonomous Driving Development Route
  • 4.1.4ADAS/AD System
    • 4.1.5. Autonomous Driving Road Test Milestones
    • 4.1.6. Autonomous Driving Partners
    • 4.1.7. Autonomous Driving Layout in 2019-2020
  • 4.2. BMW
    • 4.2.1. ACES Strategy
    • 4.2.2. ADAS and Autonomous Driving R&D
    • 4.2.3. Autonomous Driving Development Route
    • 4.2.4. L2 Functions and Solutions
    • 4.2.5. L3 Functions
    • 4.2.6. Autonomous Driving Road Test
    • 4.2.7. Autonomous Driving Platform Architecture
    • 4.2.8. Autonomous Driving Partners
    • 4.2.9. Autonomous Driving Layout in 2019-2020
  • 4.3. Volkswagen
    • 4.3.1. Autonomous Driving Planning
    • 4.3.2. Autonomous Driving Development Course
    • 4.3.3. Autonomous Driving Development Route
    • 4.3.4. L5 Autonomous Vehicle
    • 4.3.5. Autonomous Driving Test
    • 4.3.6. Electronic and Electrical Architecture
    • 4.3.7. Autonomous Driving Subsidiary
    • 4.3.8. Autonomous Driving Partners
    • 4.3.9. Autonomous Driving Layout in 2019-2020
  • 4.4. Audi
    • 4.4.1. Development Strategy in 2025
    • 4.4.2. Autonomous Driving Roadmap
    • 4.4.3. L3 ADAS Features
    • 4.4.4. L5 Concept Car
    • 4.4.5. Autonomous Driving Test
    • 4.4.6. Open Autonomous Driving Dataset
    • 4.4.7. Autonomous Driving Partners
    • 4.4.8. Autonomous Driving Layout in 2019-2020
  • 4.5. General Motors
    • 4.5.1. Autonomous Driving Development Route
    • 4.5.2. L2 System
    • 4.5.3. L2+ System
    • 4.5.4. L4 Autonomous Driving
    • 4.5.5. Autonomous Driving Test
    • 4.5.6. Next-generation Electronic and Electrical Architecture
    • 4.5.7. Autonomous Driving Partners
    • 4.5.8. Autonomous Driving Layout in 2019-2020
  • 4.6. Volvo
    • 4.6.1. Future Envisions
    • 4.6.2. Autonomous Driving Development Route
    • 4.6.3. ADAS System
    • 4.6.4. AD System
    • 4.6.5. SPA2 Architecture
    • 4.6.6. Autonomous Concept Car
    • 4.6.7. Autonomous Driving Test
    • 4.6.8. L4 Autonomous Driving R&D
    • 4.6.9. Autonomous Driving Partners
    • 4.6.10. Autonomous Driving Layout in 2019-2020
  • 4.7. Ford
    • 4.7.1. Autonomous Driving Course
    • 4.7.2. ADAS System
    • 4.7.3. L4 Autonomous Driving
    • 4.7.4. Ford Established an Autonomous Driving Subsidiary and Invested Several Startups
    • 4.7.5. Volkswagen-Ford Alliance
    • 4.7.6. Upcoming Robotaxi Service
    • 4.7.7. Autonomous Driving Layout in 2019-2020
  • 4.8. Tesla
    • 4.8.1. Profile
    • 4.8.2. Development Features
    • 4.8.3. Autonomous Driving Development Path
    • 4.8.4. Autonomous Driving System
    • 4.8.5. Electronic and Electrical Architecture
    • 4.8.6. Autonomous Driving Layout in 2019-2020

5. Japanese and South Korean OEMs in ADAS/Autonomous Driving

  • 5.1. Hyundai
    • 5.1.1. Mobility Strategy
    • 5.1.2. Autonomous Driving Evolution
    • 5.1.3. ADAS System
    • 5.1.4. Autonomous Driving Road Test
    • 5.1.5. Autonomous Driving Partners
    • 5.1.6. Future City Mobility Vision
    • 5.1.7. Autonomous Driving Technology
    • 5.1.8. Autonomous Driving Layout in 2019-2020
  • 5.2. Toyota
    • 5.2.1. ADAS/AD Development Planning
    • 5.2.2. Autonomous Driving Development Route
    • 5.2.3. ADAS/AD System
    • 5.2.4. Electronic and Electrical Architecture
    • 5.2.5. Smart City Project
    • 5.2.6. Autonomous Driving Partners
    • 5.2.7. Mobility Service Company
    • 5.2.8. Investment in Autonomous Driving
    • 5.2.9. Autonomous Driving Layout in 2019-2020
  • 5.3. Honda
    • 5.3.1. Autonomous Driving Development Path
    • 5.3.2. Autonomous Driving Roadmap
    • 5.3.3. ADAS/AD System
    • 5.3.4. V2X
    • 5.3.5. Smart Concept Car
    • 5.3.6. Autonomous Driving Partners
    • 5.3.7. Autonomous Driving Layout in 2019-2020
  • 5.4. Nissan
    • 5.4.1. M.O.V.E to 2022 Strategy
    • 5.4.2. ADAS Development Course
    • 5.4.3. Autonomous Driving Evolution
    • 5.4.4. ADAS/AD System
    • 5.4.5. Autonomous Driving Test
    • 5.4.6. Autonomous Driving Partners
    • 5.4.7. Autonomous Driving Layout in 2019-2020

6. Chinese OEMs in ADAS/Autonomous Driving

  • 6.1. Changan Automobile
    • 6.1.1. Intelligent Strategy
    • 6.1.2. Autonomous Driving Development Course
    • 6.1.3. Autonomous Driving Roadmap
    • 6.1.4. ADAS/AD System
    • 6.1.5. Autonomous Driving Test
    • 6.1.6. Core Technologies for ADAS and Autonomous Driving
    • 6.1.7. ADAS and Autonomous Driving Partners
    • 6.1.8. Autonomous Driving Layout in 2019-2020
  • 6.2. Great Wall Motor
    • 6.2.1. Autonomous Driving Strategy
    • 6.2.2. Autonomous Driving Planning
    • 6.2.3. Autonomous Driving Development Course
    • 6.2.4. i-Pilot System
    • 6.2.5. Layout and Autonomous Driving Planning of WEY Brand
    • 6.2.6. Core Autonomous Driving Technology of WEY Brand
    • 6.2.7. WEY VV6 (2020), L2+
    • 6.2.8. Autonomous Driving Concept Car
    • 6.2.9. Autonomous Driving Test
    • 6.2.10. Autonomous Driving Partners
    • 6.2.11. Autonomous Driving Layout in 2019-2020
  • 6.3. BYD
    • 6.3.1. Autonomous Driving Development Strategy
    • 6.3.2. Autonomous Driving Development Course
    • 6.3.3. D++ Open Platform
    • 6.3.4. L2 Functions and Solutions
    • 6.3.5. L2+ Functions and Solutions
    • 6.3.6. DiPilot
    • 6.3.7. E/E Architecture
    • 6.3.8. Autonomous Driving Test
    • 6.3.9. Autonomous Driving Partners
    • 6.3.10. Autonomous Driving Layout in 2019-2020
  • 6.4. FAW
    • 6.4.1. Autonomous Driving Development Planning
    • 6.4.2. Hongqi's Autonomous Driving Development Path
    • 6.4.3. Hongqi's ADAS Features and Solutions
    • 6.4.4. Hongqi's L4 Mass Production Plan and Test
    • 6.4.5. Autonomous Driving Partners
    • 6.4.6. Autonomous Driving Layout in 2019-2020
  • 6.5. Geely
    • 6.5.1. Autonomous Driving Development Course
    • 6.5.2. Autonomous Driving Roadmap
    • 6.5.3. ADAS/AD System
    • 6.5.4. Parking System
    • 6.5.5. Autonomous Driving Test
    • 6.5.6. ADAS/AD Partners
    • 6.5.7. Autonomous Driving Layout in 2019-2020
  • 6.6. GAC
    • 6.6.1. Autonomous Driving Development Course
    • 6.6.2. Autonomous Driving Development Planning
    • 6.6.3. ADAS Solution Evolution
    • 6.6.4. ADAS/AD System
    • 6.6.5. L4/L5 Autonomous Driving Layout
    • 6.6.6. Autonomous Driving Test
    • 6.6.7. Autonomous Driving Partners
    • 6.6.8. Autonomous Driving Layout in 2019-2020
  • 6.7. BAIC BJEV
    • 6.7.1. Autonomous Driving Planning
    • 6.7.2. Autonomous Driving Development Course
    • 6.7.3. "Darwin System"
    • 6.7.4. ADAS/AD System
    • 6.7.5. Partners
    • 6.7.6. Autonomous Driving Layout in 2019-2020
  • 6.8. SAIC
    • 6.8.1. Autonomous Driving Planning
    • 6.8.2. Autonomous Driving Development Course
    • 6.8.3. ADAS Evolution
    • 6.8.4. ADAS Features L
    • 6.8.6. Autonomous Driving Road Test
    • 6.8.7. Autonomous Driving Partners
    • 6.8.8. Autonomous Driving Layout in 2019-2020
  • 6.9. Chery
    • 6.9.1. Intelligent Strategy
    • 6.9.2. Autonomous Driving Evolution
    • 6.9.3. Autonomous Driving Planning
    • 6.9.4. Autonomous Driving Partners
    • 6.9.5. Autonomous Driving Layout in 2019-2020
  • 6.10. Dongfeng Motor
    • 6.10.1. Autonomous Driving Planning
    • 6.10.2. Autonomous Driving Development Course
    • 6.10.3. Autonomous Driving Development Path
    • 6.10.4. ADAS/AD Features
    • 6.10.5. Autonomous Driving Partners
    • 6.10.6. Autonomous Driving Layout in 2019-2020