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ADAS (先進運転支援システム) の主要ティア1サプライヤーランキング・市場シェア

Rankings & Market Shares of Top Tier 1 ADAS Suppliers: Learn which Suppliers Lead the Race to Higher Levels of Autonomy by Total ADAS Revenues, Unit Sales of Sensors - the Cameras, Radars, Lidar & Ultrasonic Sensors, and Market Share in Key Markets

発行 Auto2x Ltd | Automotive Intelligence Consulting 商品コード 853980
出版日 ページ情報 英文
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ADAS (先進運転支援システム) の主要ティア1サプライヤーランキング・市場シェア Rankings & Market Shares of Top Tier 1 ADAS Suppliers: Learn which Suppliers Lead the Race to Higher Levels of Autonomy by Total ADAS Revenues, Unit Sales of Sensors - the Cameras, Radars, Lidar & Ultrasonic Sensors, and Market Share in Key Markets
出版日: 2019年03月31日 ページ情報: 英文
概要

ティア1サプライヤーの上位7社におけるADAS (先進運転支援システム) コンポーネント収益は、2020年までに2017年の約2倍となる見込みです。

当レポートでは、ADASの主要サプライヤーについて調査し、市場環境、ADASコンポーネント収益別によるランキングと市場シェア、競合評価と展望、コンポーネント別による収益予測などについてまとめています。

第1章 エグゼクティブサマリー

第2章 安全規制 & 競争がADASサプライヤーにとっての機会を生み出す

  • ADAS普及率は安全性 & 利便性を強化する主要な自動車市場で上昇
  • 安全要求事項の変化がADASを標準装備へと後押し
  • ADASはもはや高級車セグメントだけのものではない
  • 自動車産業はHWからSWへとシフトしているため、サプライヤーはADAS市場をリードするため彼らの戦略を作成
  • サプライヤーがADAS成長を収益化するのに適切な位置にいる理由
  • ADASサプライヤーにとっての課題

第3章 ADASコンポーネントサプライヤーのランキング・市場シェア

  • サプライヤーのランキング:自動車収益による
  • サプライヤーのランキング:ADAS総収益による
  • ADAS
  • 主要なティア1サプライヤーのランキング:欧州におけるADASセンサーによる
  • 主要なティア1サプライヤーのランキング:中国におけるレーダー・カメラによる
  • ADASコンポーネントサプライヤーのエコシステムの概要:ティア1、ティア2、およびそのポートフォリオ

第4章 主要ADASサプライヤー:分析、ポートフォリオ、主要データ

  • Veoneer (ex Electronics segment of Autoliv Inc.)
  • Bosch
  • Continental
  • Aptiv (ex-Delphi Automotive)
  • デンソー
  • Hella
  • Valeo

第5章 ADASサプライヤーのランキング

  • ADASサプライヤーの収益予測
  • 主要サプライヤーの収益予測:ADASから自動車まで
  • ADASレーダー、カメラ、Lidarおよび超音波コンポーネントの展望
目次

ADAS Component Revenue from Top-7 Tier-1 Suppliers will almost double by 2020

ADAS content per vehicle, i.e. the fitment of radars, cameras, ultrasonics and other components necessary for driver assistance and higher levels of autonomy, will rise significantly in major car markets driven by changes in safety regulation and rating, competition to offer higher levels of autonomy and lower cost of sensors.

Suppliers are well-positioned to monetise the strong demand for ADAS components

Already, Top ADAS Tier-1s such as Bosch, Continental and Aptiv, have recorded billions in ADAS Order Intake while they continue to invest to increase production capacity and shorten time-to-market. To close the technological gap and accelerate time-to-market, partnerships and synergies gain momentum to share costs and knowledge.

ADAS Content per Vehicle in 2020 will range from €489 for Level 2, with 17 sensors per car, to €960- 2,100 for Level 3 depending on the usage of lidar or not for redundancy.

Auto2x expects that in 2020, 42 models capable of Level 3 autonomy (Traffic Jam Pilot, Highway Pilot) and 94 models with Level 2 (Traffic Jam Assist, Cruise Assist) - mostly as optional equipment -will be offered in Europe, as the regulatory hurdles gradually clear away.

Since many carmakers don't manufacture ADAS features or sensors in-house, they rely on suppliers who are the leading manufacturers and distributors of components and features.

The leading 7 ADAS Suppliers will experience average ADAS revenue growth of CAGR 21.5% between 2017 and 2020 which will lead to changes in the global Ranking-by-ADAS Revenue.

Our report examines the portfolio, strategy and roadmap of leading ADAS Suppliers to deliver:

  • 1. Rankings and Market shares by ADAS Component Revenue in 2015-17 & 2020 (€);
  • 2. Ranking by ADAS-to-Automotive Revenue;
  • 3. 2017 market shares in 77/24GHz radar, camera, Lidar, ultrasonics in major markets;
  • 4. Competitive assessment & outlook for 2020;
  • 5. Market shares of ADAS Suppliers in sales of L3 radar and Lidar in Europe in 2020.

What this report delivers

This report focuses on the leading manufacturers of the cameras, radars, Lidar and ultrasonic sensors used for ADAS since we have identified them as the ones to benefit more from the uptake of ADAS penetration and the eventual transition towards semi-autonomous and self-driving cars.

Our ‘Tier-1 Supplier Ranking by ADAS revenues (EUR Bn) ’ includes: Autoliv, Aptiv, Bosch, Continental, Denso, Hella, Magna, and Valeo. However, the companies examined include:

Table of Contents

1. Executive summary

  • 1.1. ADAS Suppliers' ranking by ADAS revenues: 2016 vs 2017 vs 2020
  • 1.2. ADAS Suppliers' ranking in Europe in 2017: Leaders by key sensors
  • 1.3. ADAS Suppliers' ranking in radar and Lidar: Europe 2017 vs 2020
  • 1.4. Snapshot of the ADAS market revenues in 2020

2. Safety regulation & competition create opportunities for ADAS Suppliers

  • 2.1. ADAS penetration is rising in key car markets enhancing safety & convenience
  • 2.2. Changes in safety requirements push ADAS into standard equipment
  • 2.3. ADAS are not exclusive to the premium car segment any more
  • 2.4. As the auto industry shifts from HW to SW, suppliers tailor their strategy to lead the ADAS market
  • 2.5. Learn why suppliers are well-positioned to monetise ADAS growth
  • 2.6. Challenges for ADAS suppliers

3. Rankings & market shares of ADAS component Suppliers in 2015-17

  • 3.1. Ranking of suppliers by Automotive Revenue during 2015-17
  • 3.2. Ranking of suppliers by total ADAS revenue between 2015 & 2017
    • 3.2.1. Learn which Suppliers have recorded the stronger ADAS revenue growth during 2015-17
    • 3.2.2. Suppliers' Shares in combined Top-11 ADAS Revenue in 2016-17
  • 3.3. ADAS-to-Automotive Revenue in 2015-17 for leading Suppliers
  • 3.4. Ranking of Leading Tier-1s by ADAS Sensor in Europe in 2017
    • 3.4.1. ADAS sensor technology overview in 2017 by leading supplier
    • 3.4.2. Forward-looking radar at 77GHz for ACC & TJA features
    • 3.4.3. Corner radar at 24GHz for Blind Spot Monitoring
    • 3.4.4. Front-facing camera for AEB, LDW and LKA features
    • 3.4.5. Infrared camera for Night Vision systems
    • 3.4.6. Driver monitoring camera
    • 3.4.7. Lidar for Collision Avoidance redundancy
    • 3.4.8. Ultrasonics
  • 3.5. Ranking of Leading Tier-1s by radar and camera in China in 2017
    • 3.5.1. Forward-looking Radar shares in China in 2017
    • 3.5.2. Front-facing Camera shares by leading Tier-1s in China 2017
  • 3.6. Overview of the ADAS component supplier ecosystem: Tier-1s, 2s and their portfolio

4. Leading ADAS suppliers: analysis, portfolio & key figures

  • 4.1. Veoneer (ex Electronics segment of Autoliv Inc.)
    • 4.1.1. Veoneer's key ADAS figures: revenues and sales of ADAS sensors
    • 4.1.2. Veoneer's ADAS portfolio: components and features
    • 4.1.3. Veoneer's competitive position in Europe
    • 4.1.4. Veoneer's strategy and outlook in ADAS by 2020
  • 4.2. Bosch
    • 4.2.1. Bosch's key figures on revenues, sales and production of ADAS sensors
    • 4.2.2. Bosch's competitive position in ADAS: components and customers
    • 4.2.3. Bosch's outlook in ADAS for 2017-2020
  • 4.3. Continental
    • 4.3.1. Continental's key ADAS figures: revenues, sensor sales and production
    • 4.3.2. Continental's ADAS portfolio: components and features
    • 4.3.3. Continental's competitive position in ADAS
    • 4.3.4. Continental's outlook in ADAS by 2020
  • 4.4. Aptiv (ex-Delphi Automotive)
    • 4.4.1. Aptiv's ADAS revenues
    • 4.4.2. Aptiv's competitive position in ADAS
    • 4.4.3. Aptiv's outlook in ADAS by 2020
  • 4.5. Denso
    • 4.5.1. Denso's key ADAS figures
    • 4.5.2. Denso's competitive position in ADAS
    • 4.5.3. Denso's outlook in ADAS by 2020
  • 4.6. Hella
    • 4.6.1. Hella's key ADAS figures and sensors
    • 4.6.2. Hella's competitive position and outlook in ADAS for 2016-2020
  • 4.7. Valeo
    • 4.7.1. Valeo's key figures on revenues and sales of ADAS sensors
    • 4.7.2. Valeo's competitive position and outlook in the ADAS market

5. ADAS Suppliers' Ranking in 2020

  • 5.1. Forecast of ADAS suppliers' revenues in 2020
  • 5.2. ADAS-to-Automotive Revenue Forecast for major Suppliers in 2020
  • 5.3. Outlook for ADAS radar, camera, Lidar, and ultrasonic components

Tables

  • Table 1.1: Suppliers' shares in radar, camera and ultrasonics for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 2.1: ADAS Regulation and NCAP requirements in Europe, North America and Asia Pacific up to 2020
  • Table 2.2: How to position better and capture more value in ADAS
  • Table 2.3: ADAS suppliers' activities to monetize growth in ADAS (investment in capacity, personnel, other)
  • Table 2.4: ADAS suppliers' new product deployment by leading suppliers up to 2020
  • Table 3.1: Explanation of derivations for the rankings of suppliers by Automotive Revenues 2015-17
  • Table 3.2: Average Exchange rate for the ranking of ADAS Suppliers in 2015-17 (EUR, USD, JPY and KRW)
  • Table 3.3: Ranking of suppliers by ADAS revenues in 2015-17 and explanation of the ranking derivations (EUR)
  • Table 3.4: Suppliers' Shares in Top-11 ADAS Revenue in 2016-17 (%)
  • Table 3.5: Suppliers' shares in radar, camera and Lidar for ADAS features in Europe in 2017 (% share, ranking)
  • Table 3.6: Overview of radar, camera, Lidar, ultrasonic, sensor fusion and processors by supplier (At Q2-2018)
  • Table 3.7: Suppliers' shares in front radar for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.8: Suppliers' shares in corner radar for Blind Spot Monitoring in Europe in 2017 (%, ranking)
  • Table 3.9: Suppliers' shares in forward-looking camera for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.10: Lidar types offered by leading Suppliers and their OEM customers
  • Table 3.11: Suppliers' shares in forward-looking radar for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.12: Suppliers' shares in front-facing camera for L1 & L2 ADAS in Europe in 2017 (%, ranking)
  • Table 3.13: ADAS component supplier ecosystem: 30 Tier-1s/2s, their features and sensor portfolio
  • Table 4.1: Veoneer's sales by product type between 2012 and 2018 ($ Million, AGR, CAGR)
  • Table 4.2: Veoneer's ADAS revenues 2012-18 and forecast until 2025 ($ Million, AGR)
  • Table 4.3: Overview of Veoneer's ADAS portfolio (Features, sensors, revenues, volume and key people)
  • Table 4.4: Veoneer's clients-Brands/models that Autoliv supports with ADAS content (Europe, 2017)
  • Table 4.5: Veoneer's rankings in the European ADAS market 2017: radar, camera
  • Table 4.6: Veoneer's M&A and partnerships in the ADAS marketplace between 2015 and 2019
  • Table 4.7: Overview of Bosch's ADAS portfolio (Features, sensors, revenues, production, and key people)
  • Table 4.8: Bosch's ADAS revenues 2014-17 and forecast until 2020 (EUR Million, AGR)
  • Table 4.9: Bosch's rankings in the European ADAS market 2017: radar, camera and ultrasonic sensors
  • Table 4.10: Bosch's clients: Brands/models that Bosch supports with ADAS content (Europe, 2017)
  • Table 4.11: Bosch's automated driving roadmap 2015-2025+ (Source: Bosch 2016)
  • Table 4.12: Overview of Continental's ADAS portfolio (Features, sensors, sales, production, and key people)
  • Table 4.13: Continental's ADAS revenues 2014-17 and forecast until 2020 (EUR Million, CAGR)
  • Table 4.14: Continental's rankings in the European ADAS market 2017: radar, camera and short-range Lidar
  • Table 4.15: Continental's M&A and partnerships in the ADAS marketplace during 2013 and 2018
  • Table 4.16: Overview of Aptiv's ADAS portfolio (Features, sensors, revenues and key people)
  • Table 4.17: Aptiv's ADAS revenues 2014-2020 (USD Million, AGR, CAGR)
  • Table 4.18: Aptiv's rankings in the European ADAS market 2017: radar, camera and short-range Lidar
  • Table 4.19: Aptiv's acquisitions in the ADAS marketplace during 2015-18
  • Table 4.20: Overview of Denso's ADAS portfolio (Features, sensors, sales)
  • Table 4.21: Denso's rankings in the European ADAS market 2017: radar, camera and ultrasonics
  • Table 4.22: Denso's customers by ADAS sensor
  • Table 4.23: Denso's JV and partnerships in the ADAS marketplace during 2014-18
  • Table 4.24: Overview of Hella's ADAS portfolio (Features, sensors, key people)
  • Table 4.25: Hella's rankings in the European ADAS market 2017: radar and camera
  • Table 4.26: Overview of Valeo's ADAS portfolio (Features, sensors, sales, production, and key people)
  • Table 4.27: Valeo's rankings in the European ADAS market 2017: radar, camera and ultrasonics
  • Table 5.1: Forecast of ADAS suppliers' revenues in 2020 & Ranking 2020 (EUR Billion, CAGR, % Change)
  • Table 5.2: ADAS-to-Automotive revenue between 2017 and 2020 and ranking for major suppliers (%)
  • Table 5.3: Table 5.3 Trends in ADAS sensors over the next 3 years 2017-20

Figures

  • Figure 1.1: ADAS Suppliers revenues 2016, 2017 and 2020 (In billion EUR, *Annualised)
  • Figure 1.2 Suppliers' shares in European L2 radar and camera sales in 2017 (%)
  • Figure 1.3: 2020 Suppliers' shares in European L3 radar (%)
  • Figure 1.4: Suppliers' shares in Lidar in Europe in 2020 (%)
  • Figure 1.5: ADAS Component / Sensor revenue forecast 2017 vs 2020 (EUR Bn)
  • Figure 1.6: Revenue shares of leading geographies in ADAS, 2017 (%)
  • Figure 2.1: ADAS penetration by Feature in new car sales in the UK between 2015 and 2016 (Penetration %)
  • Figure 2.2: ADAS Penetration by Feature in new car sales in Germany between 2013 and 2016 (%)
  • Figure 2.3: Shares of “Supervised-driving” (L0-2) vs “Conditionally & Fully-Unsupervised” (L4/5) in EU, 2021
  • Figure 2.4: ADAS regulation vs NCAP recommended technologies across major geographies until 2020
  • Figure 3.1: Ranking of suppliers by Automotive Revenue in 2015-17 (Millions of USD,*annualised)
  • Figure 3.2: Automotive revenue of leading European ADAS Suppliers 2014-17, (Million EUR, *annualised)
  • Figure 3.3: Combined Automotive Revenue from Top-10 Suppliers in 2016-17 & Suppliers' Shares in ‘17 ($M,%)
  • Figure 3.4: Ranking of Suppliers based on global revenues generated by their ADAS division in 2015-17 (Bn EUR)
  • Figure 3.5: Suppliers' ADAS revenue growth between 2015 and 2017 (CAGR %)
  • Figure 3.6: Suppliers' Shares in Top-11 ADAS Revenue 2017
  • Figure 3.7: ADAS revenues of leading Tier-1 suppliers as % of their Automotive revenue between 2015-17 (%)
  • Figure 3.8: Suppliers of radar, camera and other sensors by leading model in 2017-18
  • Figure 3.9: Suppliers' shares in L1 radar in Europe 2017 (%)
  • Figure 3.10: Suppliers' shares in L2 radar in Europe (%)
  • Figure 3.11: Suppliers' shares in L1+L2 77GHz radar, Europe ‘17 (%)
  • Figure 3.12: Suppliers' shares in L1 camera in Europe 2017 (%)
  • Figure 3.13: Suppliers' shares in L2 camera in Europe '17 (%)
  • Figure 3.14: Suppliers' shares in L1+L2 camera in Europe in '17 (%)
  • Figure 3.15: Suppliers' shares in Infrared camera, Europe in ‘17 (%)
  • Figure 3.16: Suppliers' shares in Lidar in Europe in 2017 (%)
  • Figure 3.17: Suppliers' shares in Ultrasonics in Europe in 2017 (%)
  • Figure 4.1: Autoliv & Veoneer's revenue 2012-18 ($Millions, AGR, Year-end: 31 Dec)
  • Figure 4.2: Veoneer's sales 2017-18 by segment & ADAS (Year end: 31 Dec) / (Source: Auto2x analysis)
  • Figure 4.3: Veoneer's sales of Active safety sensors 2015-17 (Million units)
  • Figure 4.4: Veoneer's shares in the European market for L2 in 2017: front-camera and radar (% share)
  • Figure 4.5: Veoneer's ADAS sales revenues 2012-2018 and forecast 2019-20 ($ Million, AGR, Year-end: 31 Dec)
  • Figure 4.6: Bosch's sales revenue by segment 2014-2018 (Million Euros, AGR, Year-end: 31 Dec)
  • Figure 4.7: Bosch's sales revenue 2015 & 2017 by division & ADAS (Y-E: 31 Dec) / Source: Auto2x analysis
  • Figure 4.8: Bosch's total sales of ADAS sensors and brake-down by radar and camera 2013-2017 (M)
  • Figure 4.9: Bosch's ADAS sales revenues 2014-2020 (€ Million, AGR and AV Roadmap (Source: Auto2x 2018)
  • Figure 4.10: Continental's sales revenue 2013-2018 (Year-end:31-Dec, Million Euro, AGR)
  • Figure 4.11: Continental's sales revenue 2014, 2015 and 2017 by division & ADAS (%, Year-end: 31-Dec)
  • Figure 4.12: Continental's ADAS revenues 2014-17 (EUR M, CAGR) / Source: Continental, Auto2x analysis 2018
  • Figure 4.13: Continental's ADAS sales units 2013-17 (Million, AGR, CAGR)
  • Figure 4.14: Continental's front radar customers in Europe, ‘17 (%)
  • Figure 4.15: Continental's camera customers in Europe, ‘17 (%)
  • Figure 4.16: Continental's ADAS revenues 2014-17 and forecast until 2020 (EUR Million, AGR, CAGR)
  • Figure 4.17: Delphi's sales revenue 2013-2016 ($Million, AGR, Year-end: 31-Dec)
  • Figure 4.18: Aptiv's revenue 2016 & 2017 by division & ADAS (($Million, Year-end: 31-Dec)
  • Figure 4.19: Aptiv's 77GHz radar customers, Europe, 2017
  • Figure 4.20: Delphi's Lidar customers, Europe 2017
  • Figure 4.21: Aptiv's ADAS revenues 2014-2020 (USD Million, AGR)
  • Figure 4.22: Denso's sales revenue for Fiscal Year 2012-2018 (Year-end: 31 Mar, Billion Yen, AGR)
  • Figure 4.23: Denso's sales revenue 2014 and 2017 by division & ADAS (%)
  • Figure 4.24: Denso's ADAS revenues CY 2015-17 (EUR Bn, Annualised)
  • Figure 4.25: Hella's sales revenues Fiscal Year 2013-2017 (Million Euros, AGR, Year-end:31 May)
  • Figure 4.26: Hella's sales revenues in FY 2015 vs ‘17 by division & ADAS (%) (Source: Hella, Auto2x 2018)
  • Figure 4.27: Hella's annualised ADAS revenues for CY 2014-17 (EUR Million, AGR)
  • Figure 4.28: Hella's 24GHz radar customers in Europe in 2017 (%)
  • Figure 4.29: Valeo's sales revenue 2013-2017 (Year-end: 31-Dec, €Million, AGR, CAGR)
  • Figure 4.30: Valeo's 2017 sales revenue by segment and ADAS (%)
  • Figure 4.31: Valeo's ADAS revenues 2013-17 (€ Million, AGR)
  • Figure 5.1: Forecast of ADAS revenues for major Suppliers in 2017 v 2020 (EUR BiIlion)
  • Figure 5.2: ADAS revenues of leading Tier-1 suppliers as % of their Automotive revenue between 2017 & ‘20 (%)
  • Figure 5.3: ADAS Sensors and V2V-V2I pave the way to Autonomous Vehicles
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