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ADAS/自動運転車の関連産業の分析、2018年 (V):低速自動運転車

ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Low-speed Autonomous Vehicle

発行 ResearchInChina 商品コード 673518
出版日 ページ情報 英文 195 Pages
納期: 即日から翌営業日
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ADAS/自動運転車の関連産業の分析、2018年 (V):低速自動運転車 ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Low-speed Autonomous Vehicle
出版日: 2019年03月12日 ページ情報: 英文 195 Pages
概要

中国における低速自動運転車の市場は、立ち上がりの時期は遅かったものの、急激に拡大しつつあります。また、中国では最新技術に対する受容度が高いため、他国よりも急速に技術が浸透していく傾向にあります。中国の低速自動運転車市場は、慎重に見積もっても、2023年には33億人民元の規模に達すると考えられています。特に、eコマースの急成長や人件費の高騰を踏まえて、無人配送車のニーズが高まっています。

当レポートでは、世界と中国におけるADAS (先進運転支援システム)/自動運転の関連市場のうち、低速自動運転車 - 自動運転ミニバス、無人配送車、無人作業車 (農業/建設機械) など - の開発・普及動向に焦点を当てて、各技術の概要や現在までの開発の動き、代表的企業/製品の事例、全体的な市場規模とその見通し、外資系・国内系メーカーのプロファイル・主力製品・業績動向、といった情報を取りまとめてお届けいたします。

第1章 低速自動運転車の産業

  • 低速自動運転車の定義
  • 低速自動運転車の分類
  • 自動運転ミニバスのビジネスモデル
  • 低速自動運転車:3つの困難
  • 国内・国外からの多数の企業の参入
  • 米国における低速自動運転車の試験運用

第2章 低速自動運転車の市場

  • 世界の自動運転ミニバスの市場規模 (数量ベース、今後8年間分)
  • 世界の自動運転ミニバスの市場規模 (金額ベース、今後8年間分)
  • 自動運転ミニバス市場の内訳:私的移動手段用
  • 自動運転ミニバス市場の内訳:公共交通機関用
  • 市場競争:現時点での市場参入企業
  • 市場競争:潜在的な市場参入企業
  • 中国の低速自動運転車市場:市場規模の予測
  • 中国の自動運転ミニバス市場:市場規模の予測
  • 自動運転車市場の発展経路

第3章 外資系の低速自動運転車企業

  • Easy Mile
  • Navya
  • Local Motors
  • Auro Robotics
  • May Mobility
  • Einride
  • 2getthere
  • BestMile
  • TARDEC
  • SB Drive
  • Auto X
  • ohmio
  • Oxbotica
  • e.GO Mobile

第4章 国内系の低速自動運転車企業

  • IDRIVERPLUS
  • UISEE
  • MAGRIDE
  • FALCON
  • Navibook
  • Shenzhen Echiev Autonomous Driving Technology
  • HiGo Automotive
  • DeepBlue Technology
  • Baidu Apolong Project
  • Zoominbot

第5章 無人配送車の市場とメーカー

  • 無人配送車の市場
    • 技術開発の現状と傾向
    • 開発上の問題
    • 主要企業とその比較
  • SUNING
  • Meituan
  • JD X Business Division
  • Cainiao
  • Nuro.ai
  • Starship
  • Aisimba
  • Neolix
  • Auto X
  • Marble
  • Pudu Tech
  • Gaussian Robotics

第6章 無人作業車の市場とメーカー

  • 無人作業車の開発動向
    • 農業機械向け無人運転技術の開発
    • 建設機械向け無人運転技術の開発
  • Volvo
  • 小松製作所
  • Zoomlion Heavy Machinery
  • i-Tage Technology
  • Beijing Zhongchuang Byfarming Intelligent Technology
  • Lovol Heavy Industry
  • China SINOMACH Heavy Industry Corporation
  • Shaanxi Jointark Machinery Group
  • Sany Heavy Industry
  • UniStrong
  • COWAROBOT
目次

Low-speed Autonomous Driving Industry: Sales of Low-speed Autonomous Vehicles will Reach 11,000 Units in China in 2020

L4 and above autonomous driving suffers a setback but low-speed autonomous driving industry is advancing at a steady and fast pace.

NAVYA, an autonomous minibus trailblazer, performed poorly in sales, far less than that of Baidu Apolong.

But there is no doubt that 2019 will see robust sales of low-speed autonomous vehicle. Nuro.ai which runs low-speed self-driving delivery pods, raised $940 million from SoftBank Vision Fund, with which it will strenuously scale up its AV fleets.

Baidu expects 10,000 Apollo-enabled L4 AVs in 2019, most of which will be low-speed ones. Idriveplus plans to produce 1,200 low-speed self-driving vehicles in 2019.

On our conservative estimate, 11,000 low-speed AVs including self-driving passenger cars, low-speed autonomous trucks and autonomous working vehicles, will be sold in China in 2020, and the sales figure will soar to 104,000 units in 2023.

Foreign low-speed autonomous vehicle firms are energetically dedicated to passenger cars while their Chinese peers focus on low-speed trucks.

In 2017, global food and parcel delivery market was valued at a staggering $400 billion, including roughly $80 billion of "last-mile" delivery market. Eighty percent of packages will be delivered by autonomous vehicles in the next decade, as is predicted by McKinsey.

Driverless delivery vehicle market will therefore be a tipping point of the low-speed autonomous driving market, where the key players include Nuro.ai, Starship, Auto X, Idriverplus, Neolix, Suning, Meituan, JD, Cainiao, Navibook, and Aisimba.

Yet, the promising driverless delivery vehicles are confronted with challenges as follows:

(a) High costs in early R&D and expensive maintenance cost. Due to technical and legal constraints, the self-driving vehicle without exception needs a safety officer, and even a security guard driving a car behind the driverless delivery vehicle.

(b) Public acceptance and policy barriers. Many Americans protest against small autonomous delivery vehicle, complaining about its infringement of people's rights of way now that the sidewalks are regularly encroached. Consequently, the number of self-driving delivery vehicles running on road is to be limited in the United States. In China, the autonomous delivery vehicle has to be allowed with a license, and the policy is being discussed and waits to be drafted, and the issuance of permits s impossible for the moment. Related standards are anticipated to be set down within 2019.

(c) Still immature technologies and expensive products. A large number of autonomous vehicles fail to suit traffic environment on public roads and the real open road conditions are more complicated than those in communities and parks. Product stability desires to be tested.

(d) Vulnerability to damages. Like bike-sharing, the self-driving delivery vehicle will be readily destroyed by the immoralist and the deliveries will be possibly stolen if unattended.

Despite those aforementioned, the autonomous delivery vehicle is an irresistible trend, being expedited by the technical competence, channel distribution system and existing market resources of the key players.

The To B market is faced with not so many legal restrictions and damages as the To C market.

In October 2018, Cowarobot and Zoomlion co-founded a joint-stock subsidiary - Cowarobot Zoomlion Intelligence Technology Co., Ltd which is primarily focused on driverless sweepers, and they will lavish a total of at least RMB1 billion for mass-production of autonomous commercial vehicle, modification of production lines, operation of commercial fleets, among others.

The To B market features not so fierce competition. Beijing I-tage Technology Co., Ltd is engrossed in the driverless mining vehicle market; HiGo Automotive collaborated with UNIS to roll out indoor self-driving floor scrubber; Zoomlion partnered with Landing.AI (established by Andrew Ng) to develop autonomous agricultural machinery; UISEE launched autonomous luggage vehicle.

ADAS and Autonomous Driving Industry Chain Report, 2018-2019 of ResearchInChina covers following 17 reports:

1)Global Autonomous Driving Simulation and Virtual Test Industry Chain Report, 2018-2019

2)China Car Timeshare Rental and Autonomous Driving Report, 2018-2019

3)Report on Emerging Automakers in China, 2018-2019

4)Global and China HD Map Industry Report, 2018-2019

5)Global and China Automotive Domain Control Unit (DCU) Industry Report, 2018-2019

6)Global and China Automated Parking and Autonomous Parking Industry Report, 2018-2019

7)Cooperative Vehicle Infrastructure System (CVIS) and Vehicle to Everything (V2X) Industry Report, 2018-2019

8)Autonomous Driving High-precision Positioning Industry Report, 2018-2019

9)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Processor

10)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Automotive Lidar

11)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Automotive Radar

12)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Automotive Vision

13)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Passenger Car Makers

14)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- System Integrators

15)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Commercial Vehicle Automated Driving

16)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Low-speed Autonomous Vehicle

17)ADAS and Autonomous Driving Industry Chain Report, 2018-2019- L4 Autonomous Driving

Table of Contents

1 Low-speed Autonomous Driving Industry

  • 1.1 Definition of Low-speed Autonomous Vehicle
  • 1.2 Classification of Low-speed Autonomous Vehicle
  • 1.3 Paths for Implementation of Autonomous Driving
  • 1.4 Dozens of Entrants at Home and Abroad
  • 1.5 Business Models of Autonomous Minibuses
  • 1.6 Trial Operation of Various Low-speed Autonomous Vehicles in the United States
  • 1.7 Trial Operation of Low-speed Passenger Vehicle in China
  • 1.8 Trial Operation of Low-speed Truck and Autonomous Delivery Vehicle Worldwide

2 Low-speed Autonomous Driving Market

  • 2.1 Global Autonomous Minibus Market Size in 2018-2025 - Quantity
  • 2.2 Global Autonomous Minibus Market Size in 2018-2025 - Value
  • 2.3 Autonomous Minibus Market Segment: Private Transportation
  • 2.4 Autonomous Minibus Market Segment: Public Transportation
  • 2.5 Competitive Landscape: Current Major Competitors
  • 2.6 Competitive Landscape: Potential Competitors
  • 2.7 Forecast for China's Low-speed Autonomous Driving Market Size

3 Global Low-speed Autonomous Passenger Vehicle Enterprises

  • 3.1 Transdev
    • 3.1.1 Profile
    • 3.1.2 Autonomous Driving Operation Cases
    • 3.1.3 Three Operation Modes of Autonomous Buses
    • 3.1.4 Role and Technical Partners of Transdev
    • 3.1.5 Car-hailing APP
    • 3.1.6 Important Partners
  • 3.2 Navya
    • 3.2.1 Profile
    • 3.2.2 Development Course
    • 3.2.3 AUTONOM SHUTTLE
    • 3.2.4 Autonom CAB
    • 3.2.5 Performance
    • 3.2.6 Main Partners in Value Chain
  • 3.3 Local Motors
    • 3.3.1 Profile
    • 3.3.2 Test Projects
    • 3.3.3 Cooperation with Goodyear
  • 3.4 Auro Robotics
    • 3.4.1 Profile
    • 3.4.2 Main Products and Technologies
  • 3.5 May Mobility
    • 3.5.1 Profile
    • 3.5.2 Latest Progress
  • 3.6 2getthere
    • 3.6.1 Profile
    • 3.6.2 Main Projects
  • 3.7 BestMile
    • 3.7.1 Profile
    • 3.7.2 Mobile Service Platform for Autonomous Driving
    • 3.7.3 Major Customers and Projects
    • 3.7.4 Deployment Location of Autonomous Vehicles
  • 3.8 Easy Mile
    • 3.8.1 Profile
    • 3.8.2 Second-generation EZ10
    • 3.8.3 Main Projects
    • 3.8.4 Projects in China and the United States
  • 3.9 SB Drive
    • 3.9.1 Profile
    • 3.9.2 Development Course
  • 3.10 ohmio
    • 3.10.1 Profile
    • 3.10.2 Main Products
    • 3.10.3 Low-speed Autonomous Vehicles
  • 3.11 e.go Mobile
    • 3.11.1 Profile
    • 3.11.2 Low-speed Autonomous Vehicles
    • 3.11.3 Cooperation with Transdev and ZF
  • 3.12 Coast Autonomous
    • 3.12.1 Profile
    • 3.12.2 Road Tests
  • 3.13 Optimus Ride
    • 3.13.1 Profile
    • 3.13.2 Technologies and Products
    • 3.13.3 Latest Progress
  • 3.14 Udelv

4 Chinese Low-speed Autonomous Passenger Vehicle Enterprises

  • 4.1 Apolong
    • 4.1.1 Company Profile
    • 4.1.2 Profile of Apolong
    • 4.1.3 "MiniBus- Autonomous Shuttle"
    • 4.1.4 "MicroCar-Autonomous Working Vehicle"
    • 4.1.5 Fleet Management Platform
    • 4.1.6 Vehicle Infrastructure Cooperative Systems (VICS)
  • 4.2 Magride
    • 4.2.1 Profile
    • 4.2.2 Main Technology
    • 4.2.3 Product Roadmap
    • 4.2.4 Product Test
    • 4.2.5 Success Cases
  • 4.3 Falcon Image
    • 4.3.1 Autonomous Driving Roadmap
    • 4.3.2 Main Products
    • 4.3.3 Other Derivative Autonomous Models
  • 4.4 eCHIEV
    • 4.4.1 Profile
    • 4.4.2 Business Progress
    • 4.4.3 Autonomous Park Vehicles and Implementation
  • 4.5 DeepBlue Technology
    • 4.5.1 Autonomous Driving Roadmap
    • 4.5.2 Main Products

5 Global Low-speed Autonomous Cargo Vehicle Enterprises

  • 5.1 Nuro.ai
    • 5.1.1 Profile
    • 5.1.2 Development History
    • 5.1.3 Delivery Services by Autonomous Vehicle
  • 5.2 Einride
    • 5.2.1 Profile
    • 5.2.2 Autonomous Driving Configuration of T-pod
    • 5.2.3 Basic Performance Indicators of T-log
    • 5.2.4 Commercialization
  • 5.3 Starship
    • 5.3.1 Profile
    • 5.3.2 Development Course and Parcel Delivery Services
    • 5.3.3 Food Delivery Services
  • 5.4 Auto X
    • 5.4.1 Profile
    • 5.4.2 Main Products
    • 5.4.3 Low-speed Autonomous Vehicles
    • 5.4.4 Strategic cooperation with ZTO Express

6 Chinese Low-speed Autonomous Cargo Vehicle Enterprises

  • 6.1 Idriveplus
    • 6.1.1 Profile
    • 6.1.2 Development Course
    • 6.1.3 Low-speed Autonomous Driving Solutions
    • 6.1.4 WOBIDA (Ω)
    • 6.1.5 Challenges to Autonomous Delivery Vehicle
    • 6.1.6 Application Case and Promotion Plan
  • 6.2 UISEE
    • 6.2.1 Profile
    • 6.2.2 Products and Technologies
    • 6.2.3 Autonomous Luggage Logistics Vehicle
  • 6.3 Forwardx Robotics
    • 6.3.1 Profile
    • 6.3.2 Development Course
    • 6.3.3 Main Products
  • 6.4 Neolix
    • 6.4.1 Profile
    • 6.4.2 Mini Logistics Vehicle
    • 6.4.3 Software Technology
    • 6.4.4 Production and Promotion of Autonomous Logistics Vehicle
  • 6.5 SUNING
    • 6.5.1 Profile
    • 6.5.2 Main Products
    • 6.5.3 Operation of Autonomous Vehicle
    • 6.5.4 Joining Apollo Alliance
  • 6.6 Meituan
    • 6.6.1 Profile
    • 6.6.2 Business Development Course and Planning
    • 6.6.3 Joining BDD
    • 6.6.4 Release of Autonomous Delivery Open Platform
  • 6.7 JD X Business Division
    • 6.7.1 JD Terminal Delivery Robot
    • 6.7.2 Development History of Autonomous Vehicle
    • 6.7.3 Autonomous Vehicle Layout
    • 6.7.4 JD Autonomous Vehicle Settled in Changsha
    • 6.7.5 JD Robot Intelligent Distribution Station
  • 6.8 Cainiao
    • 6.8.1 Profile
    • 6.8.2 Product Line
    • 6.8.3 Main Functions
    • 6.8.4 Latest Progress
  • 6.9 Navibook
    • 6.9.1 Profile
    • 6.9.2 Strategic Planning
  • 6.10 Aisimba
    • 6.10.1 Profile
    • 6.10.2 Main Products and Technologies
    • 6.10.3 Autonomous Logistics Distribution Vehicle

7 Autonomous Working Vehicle Enterprises

  • 7.1 COWAROBOT
    • 7.1.1 Profile
    • 7.1.2 Main Technologies
    • 7.1.3 Collaboration with Zoomlion to Deploy Autonomous Sanitation Vehicle
  • 7.2 autowise.ai
    • 7.2.1 Profile
    • 7.2.2 Main Products
    • 7.2.3 Product Test
  • 7.3 Zoomlion
    • 7.3.1 Profile
    • 7.3.2 Intelligent Agriculture and Autonomous Driving
    • 7.3.3 Main Autonomous Driving Technologies for Agricultural Machinery
    • 7.3.4 Joint R&D with Landing.AI
  • 7.4 HiGo Automotive
    • 7.4.1 Profile
    • 7.4.2 Low-cost Autonomous Sweepers
    • 7.4.3 Joint Promotion of Indoor Automatic Sweepers with United Industrial Services
  • 7.5 i-Tage Technology
    • 7.5.1 Profile
    • 7.5.2 Development Course
    • 7.5.3 Applied Scenarios of i-Tage Autonomous Robot
    • 7.5.4 Application in Mining Vehicles
    • 7.5.5 Application Cases of Autonomous Mining Trucks
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