Summary

この調査レポートは自律走行車両の今後の需要を様々な角度から分析しています。

主な掲載内容（目次より抜粋）

1. 調査範囲
2. 調査メソドロジー
3. COVID-19以降の自動車需要
4. ADAS：乗用車 - レベル1＆2
5. 自律走行乗用車 - レベル3以上
6. ロボタクシー：自立型MaaS
7. ADASと自律走行商業車両
8. ADAS性能のあるOEM乗用車モデルとトリムレベル
9. 国別自動運転車への法規制と影響
10. 国別自律走行車への準備度指数
11. ADASと自動運転車の研究開発支出
12. ADASと自動運転産業における個人投資
13. ADASと自動運転産業に影響を与えるマクロ要因
14. ADASと自動運転産業に影響を与えるマイクロ要因
15. ティア1サプライヤ環境

Summary

In this study, you will find detailed analysis on every aspect of future demand for autonomous vehicles. Some of the critical analysis covered in the report are as follows:

• Analysis of 70+ OEM brands both traditional and new autonomous players across passenger and commercial vehicles ecosystem.
• Analyzing the communicated time-to-market for SAE level 3 and level 4 AVs with solutions such as highway autopilot, urban autopilot, and automated valet parking, among others by leading OEM brands and new AV players
• Analysis of on-demand AV fleet for mobility-as-a-service such as robotaxis, autonomous shuttle, pods, and delivery vehicles
• Analyzing the current status of automation in automotive industry, and identifying potential future demand for AVs till 2040
• Analyzing the market penetration of each SAE levels of automation across major automotive markets globally
• Identifying OEM strategies and markets for monetizing the AV

With this research, we aim to bring a fact-based evaluation of the AVs. As consultants, we also look forward to help you create your next go-to market strategy to position yourself as a key player in this swiftly evolving AV landscape.

Key Questions Answered

• What is the current status of vehicle automation in passenger and commercial vehicles industry?
• When will we see true autonomous driving on roads?
• Which companies will be the first to enter volume production of AVs?
• What are the different ways in which OEMs, Tier 1s, and new AV tech players going to monetize autonomous driving?
• What is the communicated time-to-market by the leading OEMs and tech companies?
• When is level 3 AVs expected on North American roads?
• How are the regulatory frameworks being developed across major automotive markets?
• What is the status of Chinese AV industry developments? And how are the Chinese OEMs, tech players, and Tier 1s approaching autonomy?
• Which markets are expected to drive the demand for AVs?
• How will autonomy be introduced first in robotaxis, shuttles, pods, and autonomous delivery vehicles?
• Which markets are expected to have highest market penetration of autonomy?
• How is autonomy being developed in commercial vehicles industry?
• Who are the leading players in robotic vehicles ecosystem, ADAS passenger vehicles ecosystem, and ADAS commercial vehicles ecosystem?
• How is the market penetration of different levels of autonomy change in major economies?
• What is the projected sales demand for all the levels of autonomy in major automotive markets?
• At what AV development stage are the leading OEMs and AV tech players?
• When will level 4 autonomy be introduced in private vehicles?

Companies Mentioned

1. 2getthere
2. Aptiv
3. Baidu King Long
4. Beiqi Foton Motor Co., Ltd.  (Subsidiary of BAIC Group)
5. BelAZ
6. BMW
7. Bosch
8. BYD Co Ltd
9. Byton
10. CNH Industrial and subsidiary IVECO
11. Coast Autonomous
12. Continental
13. Daimler
14. Denso
15. Didi Chuxing
16. EasyMile
17. Einride
18. Embark
19. FAW Group
20. FCA
21. Five AI
22. Ford
23. Ford Otosan (Parent company Ford)
24. Freightliner Trucks (Parent company Daimler Trucks North America)
25. GACHA Sensible4 and MUJI
26. Gatik AI
27. Geely
28. GM
29. GM Cruise
30. Grab
31. Harman (Samsung)
32. Hella
33. Hino Motors
34. Hirain
35. Hitachi Construction Machinery
36. Honda
37. Hyundai
38. Hyundai Mobis
39. IAV
40. JAC Motors  (Jianghuai Automobile Co)
41. JLR (subsidiary of Tata Motors)
42. John Deere
43. Kelios
44. Kenworth Trucks (Parent company PACCAR)
45. Kodiak Robotics
46. LG
47. Local Motors
48. Locomation
49. Lyft
50. Mack Trucks
51. MAN Trucks & Bus
52. May Mobility
53. Mitsubishi
54. Navistar International Corp
55. Navya
56. NEVS
57. NIO
58. Nissan
59. Nuro
60. Ohmio Automation
61. Opel (GM)
62. Optimus Ride
63. PACCAR
64. Panasonic
65. Peloton Technology
66. PerceptIN
67. Perrone Robotics
68. Peterbilt (Parent company PACCAR)
69. Pioneer
70. Pony.ai
71. Porsche
72. PSA Group
73. Puls.ai
74. Renault
75. RIDECELL
76. Ridecell Auro
77. Rivian
78. SAIC
79. Sany Heavy Industry Co., Ltd
80. SCANIA
81. SF Motors / Seres
82. Shaanxi Automobile Group
83. Sinotruk
84. ST Engineering
85. Starsky Robotics (Shut down)
86. Tata Motor Corp
87. Telenav
88. Tencent
89. Tesla
90. ThorDrive
91. Torc Robotics (Daimler acquired)
92. Toyota
93. Transdev and Lohr group
94. TuSimple
95. Uber (Volvo Cars, toyota, Denso)
96. Udelv
97. Valeo
98. Volkswagen
99. Volvo Cars
100. Volvo Trucks
101. Voyage
102. Waymo
103. Waymo
104. WeRide (JingChi)
105. Westfield
106. Yandex
107. Zenuity
108. ZF
109. Zoox

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Table of Contents

Table of Contents

01 SCOPE OF RESEARCH
02 RESEARCH METHODOLOGY
03 AUTOMOTIVE DEMAND POST COVID-19
04 ADAS PASSENGER VEHICLES - LEVEL 1 & 2
05 AUTONOMOUS OEM PASSENGER VEHICLES - LEVEL 3 AND ABOVE
06 ROBOTAXIS - AUTONOMOUS MOBILITY-AS-A-SERVICE

07 ADAS AND AUTONOMOUS COMMERCIAL VEHICLES

1    ROLE OF SUPPLIERS IN AUTONOMOUS TRUCKING INDUSTRY

08 OEM PASSENGER VEHICLES MODELS AND TRIM LEVELS EQUIPPED WITH ADAS FEATURES

1    LEVEL 1  PASSENGER VEHICLE MODELS ANALYSIS

1. ANALYSIS ON ADAS FEATURES EQUIPPED IN THE LEVEL1 VEHICLE MODELS
2. ANALYSIS ON NUMBER OF SENSORS EQUIPPED IN LEVEL 1  VEHICLE MODELS
3. MARKET PENETRATION OF LEVEL 1 VEHICLES IN PASSENGER CARS MARKET
4. MARKET FORECAST
5. SUPPLIERS ANALYSIS

2    LEVEL 2  PASSENGER VEHICLE MODELS ANALYSIS

1. ANALYSIS ON ADAS FEATURES EQUIPPED IN THE LEVEL 2 VEHICLE MODELS
2. ANALYSIS ON NUMBER OF SENSORS EQUIPPED IN LEVEL 2  VEHICLE MODELS
3. MARKET PENETRATION AND LAUNCH TIMELINES OF LEVEL 2 VEHICLES IN PASSENGER CARS MARKET
4. MARKET FORECAST
5. SUPPLIERS ANALYSIS

3    LEVEL 3 VEHICLE MODELS ANALYSIS

1. ANALYSIS ON ADAS FEATURES EQUIPPED IN THE LEVEL 3 VEHICLE MODEL
2. ANALYSIS ON NUMBER OF SENSORS EQUIPPED IN LEVEL 3 VEHICLE MODEL
3. LAUNCH TIMELINES OF LEVEL 3 VEHICLES IN PASSENGER CARS MARKET
4. MARKET FORECAST
5. SUPPLIERS ANALYSIS

4    LEVEL 4 AND 5 OEM CONCEPT VEHICLE MODELS ANALYSIS

1. ANALYSIS ON FEATURES EQUIPPED IN THE LEVEL 4&5 VEHICLE MODELS
2. ANALYSIS ON NUMBER OF SENSORS EQUIPPED IN LEVEL 4 & 5 VEHICLE MODELS
3. LAUNCH TIMELINES OF LEVEL 4 & 5 VEHICLES IN PASSENGER CARS MARKET
4. MARKET FORECAST
5. SUPPLIERS ANALYSIS

5    ROBOTAXI  AND DELIVERY VEHICLES ANALYSIS

1. ANALYSIS ON ADAS FEATURES EQUIPPED IN THE ROBOTAXI AND DELIVERY VEHICLES
2. ANALYSIS ON NUMBER OF SENSORS EQUIPPED IN ROBOTAXI AND DELIVERY VEHICLES
3. LAUNCH TIMELINES OF ROBOTAXI AND DELIEVRY EVHICLES VEHICLES
4. MARKET FORECAST
5. SUPPLIERS ANALYSIS

6     ANALYSIS OF SHUTTLES AND PODS

1. ANALYSIS ON SHUTTLES AND PODS MODELS
2. ANALYSIS ON NUMBER OF SENSORS EQUIPPED ISHUTTLES AND PODS
3. LAUNCH TIMELINES OF SHUTTLES AND PODS
4. MARKET FORECAST
5. SUPPLIERS ANALYSIS

09 ACCESSING COUNTRIES AD REGULATIONS AND IMPACT

1. NORTH AMERICA
2. EUROPE
3. LATIN AMERICA
4. AUSTRALIA
5. ASEAN

10 ACCESSING COUNTRIES’ AUTONOMOUS VEHICLES READINESS INDEX

11 ADAS AND AD R&D SPENDINGS

1. COUNTRY LEVEL ASSESSMENT
2. OEM R&D ASSESSMENT

12 PRIVATE INVESTMENTS IN ADAS AND AD INDUSTRY
13 MACRO FACTORS IMPACT ON ADAS & AD INDUSTRY
14 MICRO FACTORS IMPACT ON ADAS & AD INDUSTRY

15 TIER-1 SUPPLIERS LANDSCAPE

1. TIER 1 SUPPLIERS R&D EXPENSES ASSESSMENT
2. TIER 1 SUPPLIERS - OEMS PARTNERSHIP MAPPING
3. TIER 1 SUPPLIERS - STRATEGIC PARTNERSHIP MAPPING

16 APPENDICES

1. ADAS AND AUTONOMOUS FUNCTIONS
2. LEVELS OF AUTONOMY
3. AUTONOMOUS DRIVING FROM CONSUMERS PERSPECTIVE
4. LIST OF COMPANIES ANALYSED IN THIS STUDY