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ADASと自動運転LiDAR技術市場(2020年版)

ADAS and Autonomous Driving LiDAR Technology Market, Edition 2020 (pre-order)

出版日: 受注生産 | 発行: M14 Intelligence Research Pvt. Ltd. | ページ情報: 英文 | 納期: お問合せ

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ADASと自動運転LiDAR技術市場(2020年版)
出版日: 受注生産
発行: M14 Intelligence Research Pvt. Ltd.
ページ情報: 英文
納期: お問合せ
  • 全表示
  • 概要
  • 目次
概要

ADASと自動運転LiDAR技術市場の各企業は、Tier1サプライヤーとOEM提携の要件に応じて、メカニカルスキャン、MEMS、OPA、フラッシュ、FMCW、その他のソリッドステートLiDARなどのさまざまなテクノロジーを研究しています。エコシステムの主要企業の一部が行った技術の選択には明確な違いがあり、比較的低い価格帯で自動車グレードのLiDARを大量生産する能力を備えた企業の成功が見込まれています。

同市場は今日、初期段階にありますが、過去2年間の進展、特にCOVID-19パンデミックが起きたの2020年は、競合が激化しました。WaymoがVelodyneのLiDARを長期的に使用した後、独自のLiDARソリューションを開発してLiDAR分野に参入したことや、Velodyneが最近株式を公開したことからも、今後の成長が期待されていることを利用するための投資が活発化していることがわかります。

当レポートは、世界のADASと自動運転LiDAR技術市場について調査しており、市場の動向や予測、出荷量や市場規模、自律レベル・技術タイプ・地域別の市場分析、競合情勢などの情報を提供しています。

目次

イントロダクション

エグゼクティブサマリー

目次

図表一覧

第1章 調査と前提条件の範囲

第2章 調査手法:データ収集、分析、および予測

第3章 自動車産業におけるCOVID-19後の影響

  • 乗用車業界への影響
  • 商用車業界への影響

第4章 ADASと自動運転車の情勢

  • AVバリューチェーン
  • 自動運転車の開発と展開を推進する要因
  • 主要企業とケーススタディ:自動運転車企業

第5章 アドレス指定可能LiDAR

  • ADASL2車両
  • L2+/L3車両
  • L4-高速道路の運転
  • L4/5-都市部の運転:ロボット車両
  • ADAS商用車
  • 自律型商用車

第6章 LiDAR市場の動向と予測:LiDAR出荷数と市場規模

  • 自律レベル別の内訳:L2+/L3、L4-高速道路、L4/5-ロボット軸/シャトル/ポッド、自律型商用車
  • 技術タイプ別の内訳:メカニカルスキャン、MEMS、OPA、フラッシュ、FMCW
  • 市場別の内訳:米国、中国、西欧、アジア太平洋(中国を除く)

第7章 LiDAR技術の動向と採用

  • 機械的スキャン
  • MEMS
  • 閃光
  • OPA
  • FMCW
  • その他

第8章 LiDARサブコンポーネント技術の動向と採用

  • LiDARレーザー照明技術:VCSEL、EEL
  • LIDARレーザーの波長と材質:905nm、1550nm
  • LiDARビームステアリングテクノロジー:機械的スキャン、マイクロメカニカル、単機能タイプのソリッドステート(スキャン、固定ビーム)、ハイブリッド/その他
  • LiDAR光検出器テクノロジー(APD、SiPM、SPADアレイ)

第9章 LiDARサブコンポーネント:価格動向、市場規模、および出荷

  • VCSELとEEL:市場規模、価格動向、出荷
  • APDとSiPMおよびSPAD:市場規模、価格動向、および出荷

第10章 LiDARの価格動向:現在と大量生産が達成された時期

  • 自律性レベル別の内訳:L2+/L3、L4-高速道路、L4/5-ロボット車両
  • 技術タイプ別の内訳:メカニカルスキャン、MEMS、OPA、フラッシュ、FMCW

第11章 LiDARの開発と展開の競合:Tier1サプライヤー間

  • LiDARセンシングの開発と展開のための主要なTier1サプライヤー
  • LiDARエコシステムにおけるTier1サプライヤーの戦略的開発の比較

第12章 LiDARメーカーと競合

  • LiDARの量産への競争のリード
  • LiDARメーカー:Tier1サプライヤー-OEM提携のリードおよびフォロー
  • 主要LiDARプレーヤーによる第2世代、第3世代、および第4世代のLiDAR展開のタイムライン
  • LiDARメーカー:自動車グレードのLiDAR製品とUSPの比較

第13章 LiDARサブコンポーネントサプライヤーと競合

  • 主要VCSELサプライヤーおよび比較
  • 主要APD/SPAD/SiPMサプライヤーおよび比較
  • 主要パワー半導体サプライヤーおよび比較

第14章 付録

  • SAEで定義された自律性レベル
  • 自動車産業の自律性レベルを再定義
  • インタビューの抜粋
  • 2次資料
  • 略語のリスト
目次

Market Overview

With more than 3 years dedicated research and analysis of LiDAR ecosystem, M14's ACES mobility research division published this report that offers unique and critical analysis on the automotive grade LiDAR market.

The report is a comprehensive analysis on the 50 LiDAR sensor manufacturers, 30 LiDAR sub-component suppliers including photodiodes, VCSEL, and optics, and over 100 OEMs and Tier 1 automotive suppliers. The report also analyses the industry sentiments by conducting in-depth interviews with some of the leading players across the ecosystem over a period of 12 months.

Every company is experimenting with different technologies including mechanical scanning, MEMS, OPA, flash, FMCW, and other solid-state LiDARs according to requirements of their Tier 1 supplier and OEM partners. This report assist in identifying which technologies developed by the OEM-Tier1-LiDAR supplier partnership will be the first to witness low-price high volume production. There is a clear distinction in the technology choices made by some of the leading players in the ecosystem and the one which has the capability to mass produce automotive grade LiDAR at a relatively lower price range would win.

Although the market is at a nascent stage today, the last 2 years developments and specially that took place in 2020 during the pandemic shows that the competition is intensifying aggressively. Be it the Waymo's entry in the LiDAR space by developing its own LiDAR solution after long-term use of Velodyne's LiDAR, or Velodyne recently going public shows intensifying investments to capitalise the expected future growth.

It is no secret that the ADAS and autonomous vehicles industry is facing two major challenges right now in terms of development and deployment -

1. Regulations

Unless the regulations are in place for the higher level of autonomous driving systems, the OEMs will refrain from pushing such systems in the market. This is clear from the Audi's example, where the company after waiting for 3 years finally decided to pull-back the Audi A8 with Traffic Jam Assist system, a level 3 solution from the US market (only the functionality and not the car). On the contrary to regulations in the US, Chinese government and regulatory bodies are pushing to deploy autonomous vehicles on the roads by 2025. Such moves boost the industry moral to develop and deploy their solutions and monetise the heavy investments that goes into development process. To tackle this majority of OEMs specially American and European are now naming their systems as advanced systems like Level 2+ or Level 2++ which is more of a marketing gimmick by providing additional operational capabilities in their high-end trims (for instance hands-off driving without frequent alert). LiDAR sensors as costly find its use in high autonomy vehicles including robotic vehicles and unless the regulations are in place the demand is unlikely to pick up. This report gives in-depth analysis on the regional regulations, possible upcoming frameworks, and their impact on the ADAS and autonomous vehicles LiDAR market

2. Technology Readiness

Although every player in the industry is investing heaving on R&D, there is quiet room for making the systems full proof. Currently the systems can handle acceleration, braking, and steering operations itself in know driving scenarios or environments. However, they are not yet fully functional in new road environments and scenarios, most of the time the driver has to take control (sometimes our of fear of possible crash). LiDAR sensing adds additional redundancy in the system by providing proper depth sensing in low-light and harsh environmental conditions. However, the pricing of the systems is a big concern in the industry currently. It is important for the LiDAR solution providers to develop an automotive grade robust system that can operate in extreme conditions considering all the possible wear and tear on roads but at low pricing.

Exhaustive Coverage

Since 2017, this is a third edition in the LiDAR market series reports published by M14 INTELLIGENCE on annual basis.

With a collective research database of more than 4 years, 1,500+ interviews, and a team of 5 LiDAR market consultants, we offer you the most exhaustive research study on ADAS and Autonomous Driving LiDAR Technology Market, trusted by hundreds on players in the automotive ecosystem

Over 300 pages analysis, 200+ data tables, and 150+ critical market infographics this research study assists you in -

  • Analysis on the possible integration trends of LiDAR sensors both in traditional ADAS vehicles and upcoming autonomous vehicles in the form of robotaxis, shuttles, pods, and long-haul platooning trucks
  • Analysis on the requirements of LiDAR sensors across different vehicle types and expected pricing trends of LiDAR at high-volumes
  • Analysis on the first movers in the race for mass production of automotive grade LiDARs and their partnerships with OEMs and Tier 1 suppliers
  • Analysis of market trends in terms of mass production of LiDAR sensors from the technological, operational, and form factor point of view
  • Analysis on the market penetration, estimated shipments, market size, and pricing trends of LiDAR sensors across different levels of automation
  • Further deep dive analysis on the sub-component level market analysis of LiDAR sensors including photodiodes, VCSELs, and optics
  • Deep analysis on more than 100 companies across each layers of automotive LiDAR ecosystem including Tier 1 suppliers, LiDAR sensor suppliers, VCSEL suppliers, photodiode suppliers, among others
  • Special focus on three major markets globally-United States, China, and Western European countries. The report also focuses on some other important markets of Japan, South Korea, and Israel

Please note that the market demand for LiDAR to be deployed in level 2 or level 2+ or level 2++ systems is also covered in this report exhaustively.

Table of Contents

FOREWARD

Executive Summary

Table of Contents

List of Exhibits

1. Scope of Research and Assumptions

2. Research Methodology - Data Collection, Analysis, and Forecast

3. Automotive Industry Post COVID-19 - Impact

  • 3.1. Impact on passenger vehicles industry
  • 3.2. Impact on commercial vehicles industry

4. ADAS and Autonomous Vehicles Landscape

  • 4.1. AV Value Chain
  • 4.2. Factors driving development and deployment of autonomous vehicles
  • 4.3. Key Players and Case Studies - Autonomous Vehicle Companies

5. What is LiDAR's Total Addressable Market - ADAS and Autonomous Vehicles Forecast

  • 5.1. ADAS L2 Vehicles
  • 5.2. L2+/L3 Vehicles
  • 5.3. L4 - Highway Driving
  • 5.4. L4/5 - Urban Driving - Robotic Vehicles
  • 5.5. ADAS Commercial Vehicles
  • 5.6. Autonomous Commercial Vehicles

6. LiDAR Market Trends and Forecast - LiDAR Shipment (million units) and Market Size ($million)

  • 6.1. Breakdown by Autonomy Levels: L2+/L3, L4-Highway, L4/5-Robotaxis/Shuttles/Pods, Autonomous Commercial Vehicles
  • 6.2. Breakdown by Technology Types: Mechanical scanning, MEMS, OPA, Flash, & FMCW
  • 6.3. Breakdown by Markets:United States, China, Western Europe, Asia Pacific(excl. China)

7. LiDAR Technology Trends & Adoptions

  • 7.1. Mechanical scanning
  • 7.2. MEMS
  • 7.3. Flash
  • 7.4. OPA
  • 7.5. FMCW
  • 7.6. Others

8. LiDAR Sub-component Technology Trends & Adoptions

  • 8.1. LiDAR Laser Illumination Technologies: VCSEL, EEL
  • 8.2. LIDAR Laser Wavelength and Material: 905nm vs 1550nm
  • 8.3. LiDAR Beam Steering Technologies: mechanical scanning, micro mechanical, pure solid-state (scanning, fixed beam), hybrid/other
  • 8.4. LiDAR Photodetector Technologies (APD, SiPM, SPAD arrays)

9. LiDAR Sub-components - Pricing Trends, Market Size, and Shipments

  • 9.1. VCSEL vs EEL - Market Size, Pricing Trend, and Shipments
  • 9.2. APD vs SiPM and SPAD - Market Size, Pricing Trends, and Shipment

10. LiDAR Pricing Trends: Current vs When mass production is achieved

  • 10.1. Breakdown by Autonomy Levels: L2+/L3, L4-Highway, L4/5-Robotic Vehicle
  • 10.2. Breakdown by Technology Types: mechanical scanning, MEMS, OPA, Flash, FMCW

11. LiDAR Development and Deployment Competition - Among Tier 1 suppliers

  • 11.1. Leading Tier 1 suppliers for the development and deployment of LiDAR sensing
  • 11.2. Comparison of strategic developments of Tier 1 suppliers in the LiDAR ecosystem

12. LiDAR Manufacturers and Competition

  • 12.1. Who is leading the race to LiDAR mass-production?
  • 12.2. Which LiDAR Manufacturer-Tier 1 Supplier-OEM partnership is leading and who is following?
  • 12.3. What are the timelines of second, third, and fourth generation LiDAR deployment by leading LiDAR players?
  • 12.4. LiDAR Manufacturers - Comparison on automotive grade LiDAR offerings and USPs

13. LiDAR Sub-component Suppliers and Competition

  • 13.1. Who are the leading VCSEL suppliers? And their comparison
  • 13.2. Who are the leading APD/SPAD/SiPM suppliers? And their comparison
  • 13.3. Who are the leading power semiconductor suppliers? And their comparison

14. Appendices

  • 14.1. SAE Defined Autonomy Levels
  • 14.2. How Automotive Industry is re-defining autonomy levels
  • 14.3. Interview Excerpts
  • 14.4. Secondary Sources
  • 14.5. List of Acronyms
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