世界の自律走行車市場を破壊する新興企業の戦略的概要

北米、欧州、中国、アジア太平洋の一部などの市場でレベル2以上の自律走行が広く採用されるようになり、企業は先進運転支援システム（ADAS）と自律走行（AD）技術の開発を継続的に行っています。ADASからADへの移行に伴い、テクノロジー企業、OEM、ティアサプライヤーは、この進化を可能にするハードウェア、ソフトウェア、テクノロジー機能を準備する必要があります。

当レポートでは、世界の自律走行車市場について調査し、市場の概要とともに、戦略的インペラティブ、成長の機会などを提供しています。

目次

戦略的インペラティブ

• 成長がますます困難になるのはなぜか
• 戦略的インペラティブ
• 自律走行車の新興企業に対する上位3つの戦略的インペラティブの影響
• 成長の機会が成長パイプラインエンジンを加速させる

調査概要

• 調査範囲
• 市場セグメンテーションと定義
• 自動運転の主な競合企業
• 世界のAV予測、2021～2028年
• 地域別分析-北米
• 地域別分析- 欧州
• 地域別分析-アジア太平洋
• 新興企業の成長促進要因
• 新興企業の成長抑制要因
• 新興企業の定義
• 新興企業調査手法
• ベンチマーク基準定義のステップ1
• ベンチマーク基準定義のステップ2
• 新興企業- ベンチマークの概要
• 新興企業エコシステム-バリューチェーンを混乱させる175以上の新興企業
• 新興企業に投資する主な参加者
• 地域別新興企業企業
• 自動運転の新興企業投資先としての北米
• 主な結果

セグメント別新興企業-ADAS/ADソフトウェア

セグメント別新興企業-開発ソフトウェア

セグメント別新興企業-ADAS/ADハードウェア

セグメント別新興企業-LiDAR

セグメント別新興企業-カメラ＆ビジョンシステム

セグメント別新興企業-レーダー

セグメント別新興企業-自律走行車

成長の機会領域

• 成長の機会1-採用の増加レベル2およびL3自動運転
• 成長の機会2-ADASおよびAD向けの知覚センシングソリューション
• 成長の機会3-AVエコシステムにおける戦略的パートナーシップ

次のステップ

Adoption of L2 and above ADAS and Autonomous Features Will Create New Growth Opportunities for Start-ups

Companies have been developing advanced driver assistance systems (ADAS) and autonomous driving (AD) technologies continuously with the widespread adoption of Level 2 and above autonomies in markets like North America, Europe, China, and parts of Asia-Pacific. With the transition from ADAS to AD, technology companies, OEMs, and Tier suppliers must prepare with hardware, software, and technology capabilities that will enable this evolution.

OEMs are continuously looking for partnerships with start-ups in the autonomous vehicle (AV) space to develop hardware and software capabilities. AV start-ups, in contrast, attract huge funding from venture capitalists, value chain partners, and OEMs as the push for the commercialization of Level 2 and above autonomies intensifies.

Research Scope:

The scope of this study covers start-up companies in the ADAS and AD space under the following key segments: ADAS/AD software; ADAS/AD hardware; development, localization, and validation software; LiDAR; camera and vision systems; radar; and autonomous vehicles. Frost & Sullivan short listed more than 175 companies in global regions and evaluated them based on several parameters, such as regional impact, global market presence, business scalability, portfolio strength, funding, and investments, and then ranked them on a scale of 10. Profiles of the leading 3 companies under each segment are provided.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Autonomous Vehicle Start-up Space
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Summary

• Research Scope
• Market Segmentation and Definitions
• Autonomous Driving-Key Competitors
• Global AV Forecast, 2021-2028
• Analysis by Region-North America
• Analysis by Region-Europe
• Analysis by Region-APAC
• Growth Drivers for Autonomous Driving Start-ups
• Growth Restraints for Autonomous Driving Start-ups
• Start-up Definition
• The Start-up Methodology
• Step 1 of the Benchmarking Criteria-Definition
• Step 2 of the Benchmarking Criteria-Definition
• Autonomous Driving Start-ups-Benchmark Overview
• The Startup Ecosystem-175+ Start-ups Disrupting the Value Chain
• Main Participants Investing in Start-ups
• Autonomous Driving Start-ups by Region
• North America as Emerging Global Destination for Start-up Investments in Autonomous Driving
• Main Findings

Start-ups by Segment-ADAS/AD Software

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Horizon.ai Profile
• Wayve Profile
• Tier IV Profile

Start-ups by Segment-Development Software

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Scale AI Profile
• Applied Intuition Profile
• Tactile Mobility Profile

Start-ups by Segment-ADAS/AD Hardware

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• TTTech Auto Profile
• Hailo Profile
• Calmcar Vision System Profile

Start-ups by Segment-LiDAR

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan's Criteria to Shortlist Companies
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Luminar Profile
• Hesai Technologies Profile
• Velodyne Profile

Start-ups by Segment-Camera & Vision Systems

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• StradVision Profile
• Calmcar Vision System Profile
• TriEye Profile

Start-ups by Segment-Radar

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Vayyar Imaging Profile
• Arbe Robotics Profile
• Echodyne Profile

Start-ups by Segment-Autonomous Vehicles

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Cruise Profile
• DiDi Autonomous Driving Profile
• Waymo Profile

Growth Opportunity Universe

• Growth Opportunity 1-Increased Adoption Level 2 and L3 Piloted Driving
• Growth Opportunity 1-Increased Adoption of L2 and L3 Piloted Driving (continued)
• Growth Opportunity 2-Perception Sensing Solutions for ADAS and AD
• Growth Opportunity 2-Perception Sensing Solutions for ADAS and AD (continued)
• Growth Opportunity 3-Strategic Partnerships in AV Ecosystem
• Growth Opportunity 3-Strategic Partnerships in AV Ecosystem (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer