Continental：ADASおよび自動運転における準備度

Continentalは、レベル4の自動運転に必要な技術、すなわち航続距離やFoVなどの性能を向上させた新しいセンサー、より安価で効率的なシステム、新しいプラットフォームの開発を進めています。また、車両環境を把握するための堅牢なセンサーセットの構築を含む「センシング」ビルディングブロックに関して、次世代4Dイメージングレーダー、衛星カメラ、高性能ライダーの開発にも取り組んでいます。

当レポートでは、ContinentalのADASおよび自動運転における戦略実行、技術能力、市場リーダーシップを検証し、他の主要なADASサプライヤーに対する準備レベルの競合評価を提供します。

目次

第1章 ADASおよび自動運転におけるContinentalの位置付け

• ADAS収益：～2021年
• ContinentalのADAS-to-Automotive収益・ティア1サプライヤー上位3社との比較
• センサーの販売・製造
• ADASのクライアント・地域的範囲
• 欧州・米国・中国のADASセンサーにおけるContinentalのランキング
• ContinentalのADASの展望：～2025年

第2章 技術ポートフォリオ：センサー・運転・駐車機能

• Continentalのレーダー vs 競合企業のレーダー
• カメラ
• ライダー
• コンピューティングプラットフォーム
• レベル2からレベル4の運転および駐車機能
• Continentalのレベル4自動運転向けハードウェア/ソフトウェア

第3章 戦略実行

• 乗用車・トラック・AMODにおける自動運転のビジョン
• 自動運転におけるM&A・出資・提携

第4章 自動運転におけるContinentalの準備状況の評価

Read this report to understand Continental's outlook in Autonomous Driving

This report examines Continental's strategy execution, technology capability and market leadership in ADAS & Autonomous Driving to provide a competitive assessment of their readiness level against other major ADAS Suppliers.

Learn about the capabilities of Continental's portfolio of sensors and features and their roadmap to support Level 3 and Level 4 features in passenger cars and autonomous mobility services.

• Assess Continental's position in Ranking by ADAS Revenue vs. Continental and other Tier-1s;

• Understand Continental's market shares in 77GHz and 24GHz radar, camera, Lidar, ultrasonics and super-computers in major markets.

• Learn about Continental's roadmap and outlook in ADAS

Level 3 and L4 require augmented sensing capabilities thus additional front sensors are expected to become part of the ADAS sensor set to enhance robustness. Lidar and/or high-definition radars are expected to become the norm for this, as Audi A8's lidar above, but not everybody is going this direction. For example, Tesla's HW for the Enhanced Autopilot, which claims L3-4 capability does not include a lidar. The figures below present a representative (but not exclusive) set of building blocks, i.e., supporting ADAS driving and parking features, to enable higher levels of autonomy. Another key component for these feature roadmaps is the required sensor set for each level of automation presented below.

Tesla and Mercedes-Benz have been vocal about their advanced AD technology and follow more aggressive marketing strategies in an attempt to establish themselves in the forefront of AD on customers' perception. Tesla's naming strategy for the L1-2 Autopilot and the less restrictive hands-on-wheel has received criticism from the industry and regulators alike.

Germany's KBA has recently banned the term Autopilot as misleading, i.e. because it creates a false sense of security given that the term "Pilot" is more accurate for L3. With regards to Mercedes-Benz, its advertisement for the E-Class described it as self-driving caused controversy and eventually had to be taken down. However, following the May'16 Tesla fatality, many automakers have been more cautious on advertising their AD capabilities, e.g. Volvo's Pilot Assist.

Continental is making advancements in the required technologies to support Level 4 Autonomous Driving, i.e. new sensors with better performance in range, FoV and other specifications, cheaper and more efficient systems and new platforms.

Regarding the Sensing building block, which includes building a robust sensor set to capture the vehicle's environment, Continental is working on next-generation 4D imaging radars, satellite cameras and high-performance lidars.

Their new ARS540 4D Imaging radar can detect non-overridable ground obstacles and under-rideable elevated objects, potholes, and landmarks.

What's more, their High-Resolution 3D Flash LIDAR (HFL) with 3D Global Shutter addresses applications in automotive, commercial vehicles, agriculture, construction, mining, UAV delivery, Infrastructure Inspection.

Among other functions or features for L3-4, Continental is developing a "Driving Planner", a software that performs complex driving manoeuvres autonomously for Level 3 autonomous driving for speeds up to 130 km/h. The company expects to reach series production by 2024.

Finally, Continental is bringing its experience in System integration, function development, motion control, simulation, and validation to the Consortium owned by BMW and Mobileye that develops software and hardware platforms for L3-5 Autonomous Driving.

Until 2020, Continental's Advanced Driver Assistance Systems Business Unit was part of the company's Chassis & Safety Division (along with Vehicle dynamics, Hydraulic Brake Systems, and Passive Safety and Sensorics). A new structure started in Jan'20 with the Chassis & Safety division transforming to the Autonomous Mobility & Safety (AMS) under the Automotive Technologies Group.

AMS recorded sales of €7.5 million in 2020. From 2022, Automotive will include Autonomous Mobility, Safety and Motion and VNI.

To assess the market shares of each ADAS Supplier, we have considered the sensor portfolio of each Supplier and the ADAS supply chain by radar, camera, and lidar for 212 models.

170 models equipped with at least one Level 1-Driving system (e.g. ACC, AEB or LDW) and 42 models fitted with a Level 2-Driving system (Traffic Jam Assist / Cruise Assist) as part of the optional and standard equipment (since take rates are not available).

Continental is in a unique position to monetize growth in ADAS by utilizing:

• A competent technological portfolio with Lidar, radar and camera systems combined with a full system stack that enables Continental to monetize the increasing ADAS sensor content for L2-4;

• Serial contracts for every technology and 360-degree ADAS (Audi and BMW with LDW; Mercedes-Benz with ACC+Stop&Go and Pre-Safe; GM with ACC: Cadillac STS and DTS; Hyundai with ACC and Emergency Brake Assist; and Volvo and Mazda with Blind Spot Warning);

• 100% system supplier from design and manufacturing to validation and expansion to new services in system integration and functions.

• against the other major ADAS suppliers, such as Bosch, Valeo, Denso

• against new entrants such as Amazon, Microsoft, Baidu and others

Continental says their supercomputer can reduce the development time for ADAS and Autonomous Driving from a few weeks to a few hours. Continental's supercomputer has already found applications in VW's ID.3.

In 2022, Continental received the first-series order for Vehicle High-Performance Computer In China. The company has won 2 customers in AD HPC for SOP 2022 in Japan and 2023 in Germany.

Companies mentioned:

Continental, Bosch.

TABLE OF CONTENTS

1. CONTINENTAL'S MARKET POSITION IN ADAS & AUTONOMOUS DRIVING

• 1.1. ADAS Revenues by 2021
• 1.2. Continental's ADAS-to-Automotive Revenue Vs. Top-3 Tier-1 Suppliers
• 1.3. Sensor sales & production
• 1.4. Clients in ADAS & their Geographical Coverage
• 1.5. Continental's ranking in ADAS Sensors in Europe, USA, China
• 1.6. Continental's Outlook in ADAS by 2025

2. TECHNOLOGY PORTFOLIO: SENSORS, DRIVING & PARKING FEATURES

• 2.1. Continental's Radars VS. Competition
• 2.2. Cameras
• 2.3. LIDAR
• 2.4. Computing Platform
• 2.5. Level 2 to Level 4 Driving and Parking Feature
• 2.6. Continental's Hardware-Software for Level-4 Autonomous Driving

3. STRATEGY EXECUTION

• 3.1. Vision in Autonomous Driving in cars, trucks & AMOD
• 3.2. M&A, Investments and Partnerships in Autonomous Driving

4. ASSESSMENT OF CONTINENTAL'S READINESS IN AUTONOMOUS DRIVING