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ADAS・自動運転のティア1サプライヤー:2018-2019年

ADAS and Autonomous Driving Tier 1 Suppliers Report, 2018-2019

発行 ResearchInChina 商品コード 837240
出版日 ページ情報 英文 145 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=109.25円で換算しております。
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ADAS・自動運転のティア1サプライヤー:2018-2019年 ADAS and Autonomous Driving Tier 1 Suppliers Report, 2018-2019
出版日: 2019年05月10日 ページ情報: 英文 145 Pages
概要

当レポートでは、世界および中国におけるADAS・自動運転のティア1サプライヤーを調査し、自動運転に向けたプランニング・商業化プロセス・開発の焦点などの比較分析、世界および中国の主要ティア1サプライヤーのプロファイル、主な技術・製品、R&Dロードマップ、提携などの状況などをまとめています。

第1章 ADAS・自動運転の主なティア1サプライヤー:比較分析

  • 自動運転システム:3レベルへの分割
  • 外資ティア1サプライヤーの自動運転プランニング・商業化プロセス・開発特性
  • 外資ティア1サプライヤーの製品レイアウト
  • 比較分析:外資ティア1サプライヤー
    • 収入
    • 利益
    • 受注数
    • パートナー
    • 投資
  • 比較分析:プランニング
    • 人材プランニング
    • L2-L4の実施時期
    • 投入製品予測
  • 比較分析:ビジョン関連製品投資
    • 単眼画像
    • ステレオビジョン、など
  • 比較分析:レーダー投資
    • ミリ波レーダー
    • ライダー
    • 超音波レーダー
  • 比較分析:その他の技術
    • V2X
    • HDマップ
    • 高精度測位
    • ドメインコントローラー
  • 比較分析:自動運転の導入シナリオR&D
    • ミニバス
    • 都市
    • 高速道路
    • 駐車場
  • 比較分析:自動運転試験・運用
    • 試験場
    • 試験車
    • 基盤
  • 中国のティア1サプライヤーの開発計画の比較

第2章 ADAS&自動運転ソリューション:世界のティア1サプライヤー

  • Bosch
  • Continental
  • Aptiv
  • Valeo
  • ZF
  • Hyundai Mobis
  • Veoneer
  • Visteon
  • Magna
  • デンソー

第3章 インテリジェントコネクテッドADAS&自動運転ソリューション:中国のティア1サプライヤー

  • Baidu
  • Tencent
  • Neusoft Reach
  • Huawei
  • Foryou Corporation
  • Desay SV
目次

ADAS and Autonomous Driving Tier 1 Suppliers Report, 2018-2019: Huge Investment, Increasing Orders, and Soaring Labor Cost

From the progress of the world's main Tier1 suppliers in autonomous driving, it can be seen that the giants like Bosch and Continental are moving forward at their own pace in line with their timetable.

Traditional Tier1 suppliers are sparing no efforts in enlarging talent teams (especially software), developing ADAS/AD domain controllers, acquiring sensor firms and self-development, testing autonomous driving technology in various scenarios (industrial park, highway, parking, etc.), expanding autonomous fleets for road test, building test fields on their own or together with others, establishing operation and data management centers, and allying themselves with more partners.

Tier1 suppliers suffer a slump in profits and even a bigger loss because of huge investment in autonomous driving, but there is good news that orders are increasing.

Veoneer's operating loss for 2019Q1 jumped to USD128 million compared with USD16 million in 2018Q1; its R&D expenses rose to USD156 million from USD106 million in 2018Q1; capital expenditure surged from USD31 million to USD59 million largely for camera capacity expansion, according to Veoneer's 2019Q1 financial results in the table above.

Among Chinese Tier1 suppliers, Huizhou Desay SV Automotive Co., Ltd., a leading player in ADAS and autonomous driving field, also sees its profit decline. The supplier's operating results for 2019Q1 indicate that its net income attributable to the shareholders of the listed company stood at RMB43.54 million, a 72.82% plunge on an annualized basis, which was caused by a nosedive in China's 2019Q1 automobile sales and the company's huge investment in research and development of new technologies. In 2018, the company reported RMB5.4 billion in revenue, with annualized sales from orders for its new products outnumbering RMB7.0 billion.

In April 2019, Huawei made its debut as a Tier1 supplier at Auto Shanghai, and exhibited solutions such as MDC, intelligent connectivity, Huawei Cloud (Octopus) and three types of sensors.

Huawei's entry will intensify the already fierce competition among Tier1 suppliers of ADAS and autonomous driving solutions.

Table of Contents

1 Comparative Analysis of Main ADAS and Autonomous Driving Tier1 Suppliers

  • 1.1 Autonomous Driving System Is Divided into Three Levels
  • 1.2 Autonomous Driving Planning, Commercialization Process and Development Features of Foreign Tier1 Suppliers
  • 1.3 Product Layout of Foreign Tier1 Suppliers
  • 1.4 Comparison of Foreign Tier1 Suppliers (including Revenue, Profit, Orders, Partners and Investment)
  • 1.5 Planning Comparison of Foreign Tier1 Suppliers (including Personnel Planning, Launch Time of L2-L4, Products to Be Launched in 2019-2022)
  • 1.6 Vision Product Investment Comparison of Foreign Tier1 Suppliers (Monocular, Stereo, etc.)
  • 1.7 Radar Investment Comparison of Foreign Tier1 Suppliers (Millimeter Wave Radar, LiDAR, Ultrasonic Radar)
  • 1.8 Other Technology Investment Comparison of Foreign Tier1 Suppliers (V2X, HD Map, High-precision Positioning, Domain Controller)
  • 1.9 Autonomous Driving Application Scenario R&D Comparison of Main Tier1 Suppliers (Minibus, City, Highway, Parking)
  • 1.10 Autonomous Driving Test and Operation Comparison of Main Tier1 Suppliers (Test Field, Test Vehicle, Base, etc.)
  • 1.11 Development Layout Comparison of Chinese Tier1 Suppliers

2 Tier1 Suppliers of ADAS and Autonomous Driving Solutions Worldwide

  • 2.1 Bosch
    • 2.1.1 Profile
    • 2.1.2 Autonomous Driving Sensor
    • 2.1.3 Autonomous Driving Positioning Solution
    • 2.1.4 Decision: Domain Controller
    • 2.1.5 Autonomous Driving Product Layout
    • 2.1.6 Autonomous Shuttle
    • 2.1.7 Autonomous Driving Partners
    • 2.1.8 ADAS and Autonomous Driving in 2018-2019
  • 2.2 Continental
    • 2.2.1 Profile
    • 2.2.2 Performance
    • 2.2.3 Organizational Restructuring Will Be Completed by 2020
    • 2.2.4 Sensors
    • 2.2.5 Autonomous Driving Development Plan
    • 2.2.6 Three Integrated Solutions for Autonomous Driving
    • 2.2.7 CuBE and Seamless Driving & Delivery
    • 2.2.8 Autonomous Driving Layout and Partners
    • 2.2.9 Autonomous Driving Layout in 2018-2019
  • 2.3 Aptiv
    • 2.3.1 Profile
    • 2.3.2 Revenue and Orders
    • 2.3.3 Strategic Positioning
    • 2.3.4 Multi-domain Controller
    • 2.3.5 ADAS Sensor
    • 2.3.6 Autonomous Driving Route
    • 2.3.7 Autonomous Driving Solution CSLP
    • 2.3.8 L4 Test Autonomous Vehicle
    • 2.3.9 Cooperation with Lyft in Autonomous Driving
    • 2.3.10 Expedited Layout in Autonomous Driving Industry Chain through Investments, Acquisitions and Collaborations
    • 2.3.11 Autonomous Driving Layout in 2018-2019
  • 2.4 Valeo
    • 2.4.1 Profile
    • 2.4.2 Sensor Product Layout
    • 2.4.3 Sensing Solution
    • 2.4.4 Three Autonomous Driving Systems and Technology Roadmaps
    • 2.4.5 Cruise4U (Highway)
    • 2.4.6 Drive4U (Urban Road)
    • 2.4.7 Automated Parking System Park4U
    • 2.4.8 Autonomous Driving Partners
    • 2.4.9 Autonomous Driving Dynamics in 2018-2019
  • 2.5 ZF
    • 2.5.1 Profile
    • 2.5.2 Product Layout
    • 2.5.3 ZF Sensors
    • 2.5.4 ProAI
    • 2.5.5 Autonomous Taxi and IoT Platform
    • 2.5.6 Autonomous Driving Partners
    • 2.5.7 Autonomous Driving Dynamics in 2018-2019
  • 2.6 Hyundai Mobis
    • 2.6.1 Profile
    • 2.6.2 Autonomous Driving Layout
    • 2.6.3 Research Progresses of ADAS and Autonomous Driving
    • 2.6.4 ADAS and Autonomous Driving Dynamics in 2018-2019
  • 2.7 Veoneer
    • 2.7.1 Profile
    • 2.7.2 Development in 2018 and Outlook for 2019
    • 2.7.3 Major Projects and Customers
    • 2.7.4 Product Milestones
    • 2.7.5 Autonomous Driving Layout
    • 2.7.6 Vision Products and Functional Planning
    • 2.7.7 Monocular Vision System
    • 2.7.8 Zeus
    • 2.7.9 Autonomous Driving Solutions
    • 2.7.10 ADAS Partners
    • 2.7.11 Planning for Autonomous Driving Development
    • 2.7.12 ADAS and Autonomous Driving Dynamics in 2018-2019
  • 2.8 Visteon
    • 2.8.1 Profile
    • 2.8.2 Operation (Worldwide) in 2018
    • 2.8.3 Operation (China) in 2018
    • 2.8.4 Positioning in the Autonomous Driving Industry Chain
    • 2.8.5 Major Products
    • 2.8.6 Autonomous Driving Domain Controller DriveCore
    • 2.8.7 DriveCore Computing Platform: Compute
    • 2.8.8 DriveCore Algorithm: Studio
    • 2.8.9 DriveCore Middleware: Runtime
    • 2.8.10 ADAS Development History and Autonomous Driving Roadmap
    • 2.8.11 Three ADAS Segments and Features
    • 2.8.12 L3/L4 Autonomous Driving Test
    • 2.8.13 Autonomous Driving Schedule
    • 2.8.14 Autonomous Driving Partners
    • 2.8.15 Autonomous Driving Dynamics in 2018-2019
  • 2.9 Magna
    • 2.9.1 Vision Products
    • 2.9.2 Visual ADAS
    • 2.9.3 MAX4 Domain Controller
    • 2.9.4 MAX4 for L4 Autonomous Driving
    • 2.9.5 Autonomous Driving Dynamics
  • 2.10 Denso
    • 2.10.1 Revenue
    • 2.10.2 Autonomous Driving Investment and R&D Layout
    • 2.10.3 Millimeter Wave Radar
    • 2.10.4 Denso Ten
    • 2.10.5 ADAS and Autonomous Driving Dynamics

3 Tier 1 Suppliers of Intelligent Connected ADAS and Autonomous Driving Solutions in China

  • 3.1 Baidu
    • 3.1.1 Apollo Platform
    • 3.1.2 Apollo Autonomous Driving Open Roadmap
    • 3.1.3 Apollo Open Platform Progress
    • 3.1.4 Apollo Partners
    • 3.1.5 L4 Passenger Car Solution and Partners
    • 3.1.6 L4 Autonomous Park Car Solution
    • 3.1.7 Open Source of V2X CVIS Solution
    • 3.1.8 Upcoming Commercial Packaged Solution
    • 3.1.9 Autonomous Driving Progress
  • 3.2 Tencent
    • 3.2.1 AD Lab
    • 3.2.2 Autonomous Driving Layout
    • 3.2.3 Autonomous Driving Solution
    • 3.2.4 Autonomous Driving Planning
  • 3.3 Neusoft Reach
    • 3.3.1 Profile
    • 3.3.2 Product Line
    • 3.3.3 ADAS
    • 3.3.4 Autonomous Driving
    • 3.3.5 Cooperation
  • 3.4 Huawei
    • 3.4.1 Intelligent Connected Vehicle Business
    • 3.4.2 L4 Computing Platform
    • 3.4.3 C-V2X Technology
    • 3.4.4 Intelligent Connected Vehicle Partners
    • 3.4.5 Octopus
  • 3.5 Foryou Corporation
    • 3.5.1 Automotive Electronics Business
    • 3.5.2 R&D Planning in 2019
  • 3.6 Desay SV
    • 3.6.1 Profile
    • 3.6.2 Intelligent Vehicle Revenue and R&D Investment
    • 3.6.3 Development of Three Major Businesses
    • 3.6.4 Future Development Strategy
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