Bosch：ADAS・自動運転における市場シェア

Boschは世界最大の売上高を誇る自動車部品サプライヤーです。Boschの売上高は、新型コロナウイルス感染症 (COVID-19) の大流行により自動車産業全体が縮小し、企業が直面する変革の課題がさらに深刻化した激動の2020年を経て、2021年には10%増の788億ユーロに飛躍すると予想されています。Boschの売上高は2019年の777億ユーロから7.9%減少して、2020年には716億ユーロに達しました。運転支援システムの普及が進んでいるにもかかわらず、パンデミックはADASの収益にも影響を及ぼしました。

2020年には、ADAS Lv.1 とLv.2の発売が拡大しましたが、同年上半期の感染拡大による市場の量的縮小や、とADASの調達の若干の遅れによって、業績が相殺されることとなりました。

一方、2020年には新しいビジネスラインの受注も伸び、その中でもスーパーコンピューターとLiDARが伸びています。2020年12月には、同社が2020年の自動運転に向けた車両用スーパーコンピューターについて、25億ユーロ以上の受注を獲得したと発表しました。Boschでは、車両用スーパーコンピューター市場は2030年までに200億ユーロに成長すると予想しています。

当レポートでは、世界のADAS・自動運転市場におけるBoschの技術・戦略状況について分析し、同社のセンサー機能のポートフォリオやロードマップの進捗状況、競合他社と比較しての売上高ランキング、主要セグメント (77GHz/24GHzレーダー、カメラ、LiDAR、超音波、スーパーコンピューターほか) における市場シェアなど調査すると共に、同社の技術的な対応力について他の主要なADASサプライヤーとの比較分析を行っております。

目次

エグゼクティブサマリー

第1章 ADASの主な数値：ADASセンサーの収益・販売・生産

第2章 ADASセンサーと機能・技術とポートフォリオ

• レベル2～レベル4の運転・駐車機能
• BoschのADASセンサーの仕様：競合他社とのベンチマーク
• BoschのADAS関連の注目すべき特許 (一部)
• トリプルセンサー・HDマップ・スーパーコンピューターへの投資とパートナーシップ
• Boschの自動運転関連の主力イノベーション (2021年)
• Boschの各種レベル向けハードウェア・ソフトウェア

第3章 ADASにおけるBoschの競争力：センサーと顧客のランキング

第4章 ADASの展望と製品ロードマップ

第5章 ADAS収益のランキング：他の主要ティア1企業との比較

• ADASサプライヤーのランキング：ADAS収益別 (2015年～2020年)
• ADASセンサーのサプライヤーのランキング：欧州・米国・中国
• ADAS収益と自動車収益の対比：ADASサプライヤー上位3社の比較

第6章 Boschの即応力の評価：技術・市場ポジショニング・戦略実行

List of Tables and Figures

• Table 1: Bosch's rankings in the European ADAS market: radar, camera and ultrasonic sensors Table 2: Bosch's quotes on the development of its ADAS business Table 3: Overview of Bosch's ADAS portfolio (Features, sensors, revenues, production, key people) Table 4: Specifications and product information for Bosch's front radar sensors for ADAS Table 5: Specifications of Bosch's selected radars and benchmarking vs. core competitors Table 6: Specifications of Bosch's camera sensors and benchmarking vs. core competitors Table 7: Some of Bosch's relevant patents in ADAS Table 8: Assessment of Bosch's readiness level for L4 Autonomous Driving features Table 9: Bosch's clients: Brands/models that Bosch supports with ADAS content Table 10: Bosch's rankings in the European ADAS market: radar, camera and ultrasonic sensors Table 11: Bosch's automated driving roadmap 2015-2025+ Table 12: ADAS suppliers' revenues 2015-2020 & Ranking (EUR Billion) Table 13: Top-3 Suppliers' ranking in ADAS Sensor sales in Europe, USA and China in 2017 Table 14: Suppliers' shares in radar and camera for L1 & L2 ADAS in Europe (%, Top-3 ranking)

• Figure 1: Bosch's sales revenue by segment 2014-2020 (M EUR, AGR, Year-end: 31 Dec) Figure 2: Bosch's sales revenue 2015 & 2017 by division & ADAS (Year-End: 31 Dec) Figure 3: Bosch's total sales of ADAS sensors and brake-down by radar and camera 2013-2017 (M) Figure 4: Benchmarking of Bosch's capabilities in ADAS & Autonomous Driving vs Continental Figure 5: Suppliers of radar, camera and other sensors by leading model in 2017-18 Figure 6: Bosch's ADAS sales revenues 2014-2020 (€ Million, AGR and AV Roadmap Figure 7: Bosch's Roadmap of Automated Driving Features up to 2022 Figure 8: Shares of ADAS Suppliers in ADAS Component/sensor revenue in 2018 vs 2020 (%) Figure 9: Bosch's ADAS-to-automotive revenue Vs. Top3 ADAS suppliers in 2015 vs 2018 & 2020 (%) Figure 10: Assessment of Bosch vs. Continental by AD Tech, Strategy and Market Positioning Figure 11: Rating and Score of Bosch in AD Tech, Strategy and Market Positioning

Can Bosch continue to lead the ADAS market by 2030?

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

• 1. Learn about the capabilities of Bosch's portfolio of sensors and features and their roadmap to support Level 3 and Level 4 features in cars and robotaxis.

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

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

The term "ADAS suppliers" refers to manufacturers; designers; and/or distributors of hardware components (radar, camera, Lidar, ultrasonic sensors) and/or software for ADAS such as ACC, AEB which we refer to as "ADAS features".

Bosch is the world's biggest automotive supplier by revenue. In 2021, Bosch's revenues bounced back by 10% to €78.8bn after a turbulent 2020 that saw the whole automotive industry shrink as the coronavirus pandemic compounded the transformational challenges players face. Bosch, the world's largest supplier by automotive revenue, saw revenues down by 7.9% in 2020 to €71.6 Billion from €77.7 Billion in 2019, according to its preliminary figures. The pandemic also affected revenues from ADAS despite the growth in the penetration of driver assistance systems.

"The rise in ADAS Lv.1 & Lv.2 launches in 2020 was offset by lower volumes and some delay in the sourcing of ADAS due to the pandemic in H1 2020." Auto2x.

Bosch's Mobility Solutions division, i.e. the ex-Automotive Technology, includes the company's ADAS business.

Bosch benefits from its global leadership in 77GHz radar sensors for cruising ADAS features and its strong position in camera for L1 and L2 features in Europe, North America and China. Moreover, compared to Continental, it has the most significant share in corner radar in Europe and produces Ultrasonics.

ADAS sensors such as cameras and radar for cruising, parking, and safety ADAS still account for the majority of ADAS sales for major Tier-1s. ADAS suppliers introduced new functionalities in 2020, such as Bosch's new MPC3 video camera with AI-based object detection.

But 2020 also saw new business lines grow in order intake, among them supercomputers and lidar.

In December 2020, the company announced they received more than €2.5 Billion worth of orders for vehicle super-computers for automated driving in 2020. Its central computers have been on the roads since 2019 to reduce the complexity of electronic systems. Bosch expects that vehicle super-computers will become a multi-billion market growing to €20Bn by 2030.

The company claims its vehicle computers will increase computing power in vehicles by a factor of 1,000 by the start of the next decade enabling autonomous driving, electrification, and connectivity.

Major Automotive Suppliers aim to secure their position as leading providers of automated driving solutions. They are also looking to become providers of Mobility solutions and focus on Software and AI. These forces sparked a strong uptake in the re-organization of ADAS segments of major Suppliers in 2020.

To capitalize on the market opportunity for Automated Driving Software, Bosch created a new division called Cross-Domain Computing Solutions, which started operation in January 2021. The division pulls together the company's software experts.

Table of Contents

Executive Summary

1. Key ADAS figures: revenues, sales, production of ADAS sensors

2. Technology and portfolio of ADAS sensors and features

• 1. Level 2 to Level 4 Driving and Parking features

• 2. Specifications of Bosch's ADAS Sensors Benchmarking vs. competitors.

• 3. Some of Bosch's noteworthy patents in Perception for ADAS

• 4. Investments, partnerships in triple sensing, HD maps & supercomputers

• 5. Bosch's Top innovations in Automated Driving in 2021

• 6. Bosch's HW-SW for Level

3. Bosch's competitive position in ADAS: Ranking in Sensors & customers

4. Outlook in ADAS and product roadmap

5. Ranking in ADAS Revenues vs. other major Tier-1s

• 1. ADAS Supplier ranking by ADAS revenues in 2015-2020

• 2. Suppliers' ranking in ADAS Sensors in Europe, USA and China

• 3. ADAS-to-automotive revenue Vs. Top3 ADAS suppliers

6. Assessment of Bosch's Readiness in Technology, Market Positioning and Strategy Execution