Summary
この調査レポート世界のADASと自動運転市場を調査し、ACES産業とその実現技術に関する徹底的な調査によるデータベースを基にした分析・予測結果を提供しています。
主な掲載内容（目次より抜粋）
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調査範囲
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調査メソドロジー
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COVID-19以降の自動車需要
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ADAS：乗用車 - レベル1＆2
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自律走行乗用車 - レベル3以上
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ロボタクシー
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カメラセンサ
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レーダーセンサ
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ライダーセンサ
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マッピング＆ローカライゼーション向け高精度GNSS
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データアノテーションの普及
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オートノミーパッケージのコスト分析
TOP
Key Highlights
This report is an outcome of M14 INTELLIGENCE leverage over the exhaustive research database on the ACES industry and its enabling technologies. The report covers -
Deep dive analysis on every enabling technology in ADAS and AV ecosystem that includes: perception & sensing hardware & software, contextual data interpretation, and AI machine learning software & hardware.
The market analysis in terms of sales, pricing, and value of important technologies covered are:
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3D sensing cameras for in-cabin and world-facing applications including in-cabin/driver monitoring/gesture recognition/occupant monitoring camera, forward ADAS/main camera, thermal camera, and surround-view camera system. Along with sub-component level analysis of CMOS Image Sensors, optics, & illumination sources
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Long-range and short/medium-range LiDAR sensing with respect to major technologies that includes mechanical scanning, OPA, solid-state, FMCW, 3D flash, among others. Along with the illumination and photodetection technologies
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Long-range and short/medium-range radar sensing systems
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High-precision GNSS/INS, HD maps, V2X, machine learning/AI, software stack, middleware, OS, computing hardware, data annotation, AV testing and simulation (SIL, DIL, HIL, VIL) technologies
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Demand analysis from the perspective of passenger and commercial vehicles specifically towards: robotaxis, autonomous shuttles/pods/delivery vehicles, long-haul platooning, level 3 highway pilot, level 4 highway pilot, level 4 automated valet parking
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Mapping of key suppliers in each technology category by levels of automation (level 1/2, level 2++/3, and level 4) and OEM brands ADAS to Autonomous Vehicles - Levels of Automation across Passenger and Commercial Vehicles Segment Sensor Suite, Enabling Technologies for ADAS and Autonomous Driving Application
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Holistic analysis of the combined impact of mega-trends on mobility such as automation, electrification, connected mobility, shared mobility, fleet services
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Investments, funding, M&A, partnerships, collaborations in the AV ecosystem and its impact on the AV demand is analyzed
AV regulatory framework across major markets along with the analysis of AV readiness index"
Key Questions Answered
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What is the current status of vehicle automation in passenger and commercial vehicles industry?
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When will we see true autonomous driving on roads?
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Which companies will be the first to enter volume production of AVs?
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What are the different ways in which OEMs, Tier 1s, and new AV tech players going to monetize autonomous driving?
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What is the communicated time-to-market by the leading OEMs and tech companies?
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When is level 3 AVs expected on North American roads?
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How are the regulatory frameworks being developed across major automotive markets?
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What is the status of Chinese AV industry developments? And how are the Chinese OEMs, tech players, and Tier 1s approaching autonomy?
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Which markets are expected to drive the demand for AVs?
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How will autonomy be introduced first in robotaxis, shuttles, pods, and autonomous delivery vehicles?
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Who will win the supplier race to autonomy?
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How are the key autonomous driving technologies evolving?
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What is the relevance and threat of LiDAR technology in autonomous driving? And where will it be used specifically?
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How will the LiDAR prices impact the overall sensor suite package price?
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How are camera technologies evolving and how are the suppliers sustaining in this competitive market?
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How are HD maps and GNSS playing important role in autonomous driving?
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How are the stack players aligning in this market?
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How are data annotation players placed in this market?
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Which machine learning/AI techniques will be used majorly in autonomous driving?
Companies Mentioned
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2getthere
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ABAX Sensing
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AdaSky
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Advanced Scientific Concept
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Aeva
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Aeye
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Affectiva
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AIMotive
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AIRY3D
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Allied Vision
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Ambarella
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ams
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AMS (Acquired CMOSIS in 2015)
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Analog Devices
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Apex.Ai
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Apple
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Aptiv
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Arbe Robotics
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Argo (Ford & VW)
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Artilux
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Audi
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Aurora Innovation
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Aurrigo
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AutoX
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Baidu
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Baidu King Long
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Baraja
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Beamagine
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Beiqi Foton Motor Co., Ltd. (Subsidiary of BAIC Group)
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BelAZ
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Benewake
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Blackmore Sensors and analytics (Acquired by Aurora)
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Blickfeld
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Blink AI Technologies
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BMW
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Bosch
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Box Bot
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Bright Way Vision
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Broadmann17
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BYD Co Ltd
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Byton
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Carnavicom
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Carnegie robotics
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Caruma Technologies (not Operating)
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Carvi
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Caterpillar Inc.
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Cepton technologies
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CEVT
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Chongqing Jinkang
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CNH Industrial and subsidiary IVECO
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Coast Autonomous
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Colorado Engineering Inc.
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Compound Eye
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Continental
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DAF Trucks (Subsidiary of Paccar)
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Daimler
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Denso
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DGWORLD
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Didi Chuxing
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Draper Lab
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EasyMile
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Echodyne
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Einride
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Embark
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Embedded vision systems
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Encradar
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Epilog AI
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Espros Photonics corporation
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Espros Photonics corporation
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FABU
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Fastree3D
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FAW Group
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FCA
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Ficosa
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Five AI
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FLIR
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Ford
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Ford Otosan (Parent company Ford)
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Foresight Autonomous Holdings Ltd.
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FotoNation (acquired by Xperi)
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Freightliner Trucks (Parent company Daimler Trucks North America)
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Furukawa Electric
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GACHA Sensible4 and MUJI
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Gardian optical Technologies
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Gatik AI
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Geely
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Genius Pros
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Ghostwave
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GM
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GM Cruise
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Grab
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Great Changes, Inc.
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Harman (Samsung)
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Haylion Technologies
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HealthyRoad
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Hella
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Hella Aglaia
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Hesai
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Himax Technologies Inc.
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Hino Motors
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Hirain
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Hitachi Construction Machinery
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Honda
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Hybrid LiDAR Systems AG
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Hyundai
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Hyundai Mobis
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IAV
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Ibeo Automotive System
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IEE
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Infineon
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Infineon Technologies AG
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INFOWORKS
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InnoSenT
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Innoviz technologies
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Innovusion
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Insight LiDAR
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Intellivision
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Ionterra
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IPROC (no Website)
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Irvine Sensors Corporation
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Isuzu Motors Ltd
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Jabil Optics
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JAC Motors (Jianghuai Automobile Co)
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JLR (subsidiary of Tata Motors)
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John Deere
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JS LiDAR
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JSC KAMAZ
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Kalray
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Kamaz
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Kelios
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Kenworth Trucks (Parent company PACCAR)
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Kodiak Robotics
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LeddarTech
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Leishen Intellignet Systems
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LG
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Lidence
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LightMetrics
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livox tech
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Local Motors
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Locomation
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Lorentech
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Luminar
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Lumotive
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Lunewave
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LyfeLens (No Website)
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Lyft
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Lytx
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Mack Trucks
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MAN Trucks & Bus
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Mando Halla
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May Mobility
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Melexis
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Melexis
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Metawave
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Mirada Technologies
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Mitsubishi
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Mitsubishi electronic corporation
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Mobileye
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MOBILTECH
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Myakiatto
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NavInfo
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Navistar International Corp
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Navya
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Neolix
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Neptec Technologies
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NEVS
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Nidec
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NIO
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Nissan
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Nullmax
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Nuro
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Nvidia
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Oculii
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Ohmio Automation
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Omnivision
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ON Semiconductor
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Opel (GM)
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Opsys Tech
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Optalert
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Optimus Ride
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Ouster
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Owl Autonomous Imaging
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PACCAR
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Panasonic
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Panasonic
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Pathpartner Technology Inc.
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Peloton Technology
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PerceptIN
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Perrone Robotics
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Peterbilt (Parent company PACCAR)
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Phantom Intelligence
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Pioneer
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PixelPlus
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PMDTechnologies
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Pony.ai
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Porsche
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Princeton Lightwave (Acquired by Argo AI)
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Prophesee
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PSA Group
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Puls.ai
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Quanergy System
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Redsensors
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Renault
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Renesas
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Renesas
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RIDECELL
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Ridecell Auro
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Rivian
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RoadAngel
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RoadEyes
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Roadsense (Trakm8)
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Robosense
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SAIC
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Samsung
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Samsung
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Sany Heavy Industry Co., Ltd
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Satir
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SCANIA
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Seeing Machine
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Seek Thermal (Not yet launched)
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Sense Photonics
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SF Motors / Seres
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Shaanxi Automobile Group
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SICK AG
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SiLC Technologies
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Sinotruk
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SmartDrive Systems
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SmartEye
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SmartSens Technology Co. Ltd.
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Sony
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SOS Labs
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ST Engineering
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Starsky Robotics (Shut down)
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Steradian Semiconductor
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STMicroelectronics
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STMicroelectronics
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StradVision
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Strobe Inc (Acquired by Cruise)
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SureStar
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Tanway
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Tata Motor Corp
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Telenav
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Tencent
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Tesla
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Tetravue
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ThorDrive
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Torc Robotics (Daimler acquired)
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Towerjazz
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Toyota
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Transdev and Lohr group
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TriEye
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Trilumina
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Turboroto
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TuSimple
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Uber (Volvo Cars, toyota, Denso)
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Udelv
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Uhnder
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Valeo
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Vayyar Imaging
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Velodyne LiDAR
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Veoneer
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Vicomtech-IK4
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Videantis
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viisights
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Volkswagen
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Volvo Cars
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Volvo Trucks
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Voyage
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Waymo
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Waymo
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WeRide (JingChi)
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Westfield
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Wuhan Guide Infrared Co. Ltd.
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XenomatiX
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Yandex
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Zenuity
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ZF
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Zoox
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ZVISION
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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 CAMERA SENSOR
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MARKET FORECAST
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1 CAMERA DEMAND BY LEVELS OF AUTOMATION
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2 CAMERA DEMAND BY TECHNOLOGY TYPES
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TECHNOLOGY TRENDS
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FORWARD MAIN CAMERA (MONO, STEREO, TRIPLE)
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SURROUND-VIEW CAMERA SYSTEM
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THERMAL CAMERA
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IN-CABIN MONITORING - DRIVER MONITORING SYSTEM AND GESTURE RECOGNITION
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SUPPLIERS ANALYSIS
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IMAGE SENSOR SUPPLIERS ANALYSIS
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TIER 1 SUPPLIERS ANALYSIS
08 RADAR SENSOR
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MARKET FORECAST
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RADAR DEMAND BY LEVELS OF AUTOMATION
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RADAR DEMAND BY TECHNOLOGY TYPES
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TECHNOLOGY TRENDS
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SHORT/MEDIUM-RANGE RADAR
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LONG-RANGE RADAR
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HIGH-RESOLUTION IMAGING RADAR/ 4D RADAR
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SUPPLIERS ANALYSIS
09 LIDAR SENSOR
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MARKET FORECAST
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TECHNOLOGY TRENDS
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MECHANICAL SCANNING LIDAR
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SOLID-STATE LIDAR
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LIDAR SUPPLIERS ANALYSIS
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LIDAR SUB-COMPONENTS
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PHOTODETECTOR TECHNOLOGIES
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VCSEL
10 HIGH PRECISION GNSS FOR MAPPING & LOCAILZATION
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MARKET FORECAST
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TECHNOLOGY TRENDS
11 PENETRATION OF DATA ANNOTATION
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TECHNOLOGY TRENDS
12 AUTONOMY PACKAGE COST ANALYSIS
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VALUE SHARE OF COMPONENTS FOR L1 AND L2 AUTONOMY PACKAGES
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VALUE SHARE OF COMPONENTS FOR L3 AND ABOVE AUTONOMY PACKAGES
13 APPENDICES
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ADAS AND AUTONOMOUS FUNCTIONS
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LEVELS OF AUTONOMY
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AUTONOMOUS DRIVING FROM CONSUMERS PERSPECTIVE
