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ADAS・自動運転のティア1サプライヤー:2019年~2020年

ADAS and Autonomous Driving Tier 1 Suppliers Report, 2019-2020

発行 ResearchInChina 商品コード 837240
出版日 ページ情報 英文 245 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=107.71円で換算しております。
ADAS・自動運転のティア1サプライヤー:2019年~2020年 ADAS and Autonomous Driving Tier 1 Suppliers Report, 2019-2020
出版日: 2020年04月28日 ページ情報: 英文 245 Pages
概要

レベル3自動運転の論争の中で、一部のメディアでは、アウディがレベル3を放棄するとしていますが、これは後にアウディがレベル3の研究をフォルクスワーゲングループに昇格させるだけだと否定されています。ほとんどのOEMは、レベル3をスキップするボルボ、フォード、NextEVを除いて、2020年にレベル3モデルを発売する予定です。厳密に言えば、2020年にOEMが発売するレベル3モデルは、一部のハイエンドモデルのプロトタイプか、本当の意味でのレベル3モデルではない可能性があります。

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・自動運転システム

  • 構成
  • 感知レイヤー
    • 環境感知センサー
    • 車両モーションセンサー
    • HDマップ
    • V2X
  • 決定レイヤー
  • アクチュエーションレイヤー

第2章 政策および市場環境

  • 政策
    • 米国
    • 韓国
    • 中国
  • 自律走行システムの評価
  • 自動車の安全性評価がADASの開発を後押し
  • 世界のADAS・自律走行市場規模とティア1サプライヤーの競合状況
  • 中国のL2 ADAS普及率
  • L2+およびL3車両モデルの発売計画

第3章 ADAS・自動運転の主なティア1サプライヤーの比較分析

  • 基盤
  • 開発の特徴
  • 感知レイヤーのレイアウト
  • 決定レイヤーのレイアウト
  • アクチュエーションレイヤーのレイアウト
  • ADAS開発計画
  • 自動運転のシナリオとプロセス
  • パートナー

第4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5章 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

  • 基盤
  • 開発の特徴
  • 感知レイヤーのレイアウト
  • 決定レイヤーのレイアウト
  • 自動運転のシナリオ、計画、プロセス
  • パートナー

第6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
  • Neusoft Reach
  • NavInfo
  • TUS Cloud Control
目次

Tier 1 suppliers for autonomous driving: Chinese Tier 1 suppliers have not embarked on the actuation layer, and L3 will spread after 2022

Amid the controversy in L3, some media believe that Audi will give up L3, which is later denied by Audi saying it only elevate the L3 research to Volkswagen Group.

Most OEMs plan to launch L3 models in 2020 except Volvo, Ford and NextEV that will skip L3.

Strictly speaking, the L3 models to be launched by OEMs in 2020 may be prototypes of some high-end models or not real L3 models.

Tier 1 suppliers are not in readiness for large-scale supply to L3 models. Continental, for instance, focuses on L2 + models between 2019 and 2022, and will commercialize L3 models after 2022. Bosch will also begin commercializing the L3 highway pilot (HWP) function after 2022. To increase redundancy of the system, Bosch renders a dual-domain controller architecture to further ensure the system security.

In the realm of autonomous driving, Tier 1 suppliers profit mainly from ADAS. Although Mobileye enjoys the largest market share in terms of ADAS algorithms (including software and chips), it did not secure the highest revenue in 2019 in the ADAS market which also covers control units, millimeter wave radars, map positioning systems, etc.

A case in point is Continental whose ADAS revenue in 2019 posted €4 billion (20% from ADAS domain control unit (ADCU) and 40% from radars).

It can be seen in the table below that Bosch, Continental and Valeo stay ahead by deployments among foreign Tier 1 suppliers, and Huawei deploys most widely in Chinese Tier 1 suppliers.

Chinese Tier 1 suppliers have not embarked on the actuation layer, which is undoubtedly their biggest shortcoming. Without the know-how about actuation technology, they cannot control the autonomous vehicles accurately nor have the initiative. It is expected that they will invest in or acquire related companies in the near future to address inadequacies.

Despite lagged far behind foreign Tier 1 suppliers in the underlying hardware of autonomous driving, Chinese Tier 1 suppliers delve more into application scenarios and V2X than foreign counterparts who usually deploy in expressways, urban roads, and autonomous parking, for the three of which Valeo, for example, launched Cruise4U, Drive4U, Park4U , respectively.

Chinese Tier 1 suppliers have laid out more scenarios. Together with partners, Baidu is present in such scenarios as autonomous cleaning, autonomous agricultural machinery, autonomous shuttles, RoboTaxi, autonomous delivery, autonomous buses, autonomous trucks, and AVP.

Alibaba is pivoted on autonomous logistics vehicle to bolster its e-commerce business

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Table of Contents

1. ADAS and Autonomous Driving System

  • 1.1 Composition
  • 1.2 Perception Layer
    • 1.2.1 Environment Perception Sensor
    • 1.2.2 Vehicle Motion Sensor
    • 1.2.3 HD Map
    • 1.2.4 V2X
  • 1.3 Decision Layer
  • 1.4 Actuation Layer

2. Policies and Market Environment

  • 2.1 Policies
    • 2.1.1 U.S.
    • 2.1.2 South Korea
    • 2.1.3 China
  • 2.2 Rating of Autonomous Driving System
  • 2.3 Car Safety Ratings Boost the Development of ADAS
  • 2.4 Global ADAS and Autonomous Driving Market Size as well as Competitive Landscape of Tier 1 Suppliers
  • 2.5 Launch Time of ADAS and Autonomous Driving in China
  • 2.6 China's L2 ADAS Penetration Rate
  • 2.7 Launch Planning of L2+ and L3 Vehicle Models

3. Comparison of Global Tier 1 ADAS and Autonomous Driving Suppliers

  • 3.1 Fundamentals
  • 3.2 Development Features
  • 3.3 Perception Layer Layout
  • 3.4 Decision Layer Layout
  • 3.5 Actuation Layer Layout
  • 3.6 ADAS Development Planning
  • 3.7 Autonomous Driving Application Scenarios & Process
  • 3.8 Partners

4. Major Global Tier 1 ADAS and Autonomous Driving Suppliers

  • 4.1 Bosch
    • 4.1.1 Profile
    • 4.1.2 Autonomous Driving Product Layout
    • 4.1.3 Perception Layer Layout
    • 4.1.4 Decision Layer Layout
    • 4.1.5 Actuation Layer Layout
    • 4.1.6 Three Scenarios for Autonomous Driving
    • 4.1.7 Evolution of Autonomous Driving Features
    • 4.1.8 Automated Parking Layout
    • 4.1.9 L4 Demonstration Project
    • 4.1.10 Autonomous Driving Partners
    • 4.1.11 Autonomous Driving Dynamics in 2019-2020
    • 4.1.12 Summary
  • 4.2 Continental
    • 4.2.1 Profile
  • 4.2.2Organizational Structure
    • 4.2.3 Perception Layer Layout
    • 4.2.4 Decision Layer & Actuation Layer Layout
    • 4.2.5 Autonomous Driving Planning
    • 4.2.6 Layout of Three Scenarios for Autonomous Driving
    • 4.2.7 Autonomous Driving Partners
    • 4.2.8 Autonomous Driving Dynamics in 2019-2020
    • 4.2.9 Summary
  • 4.3 Aptiv
    • 4.3.1 Profile
    • 4.3.2 Revenue and Orders
    • 4.3.3 Overall Layout and Positioning
    • 4.3.4 Perception Layer Layout
    • 4.3.5 Decision Layer Layout
    • 4.3.6 Autonomous Driving Route
    • 4.3.7 L4 Solutions and Demonstration Projects
    • 4.3.8 Autonomous Driving Partners
    • 4.3.9 Autonomous Driving Dynamics in 2019-2020
    • 4.3.10 Summary
  • 4.4 Valeo
    • 4.4.1 Profile
    • 4.4.2 Perception Layer Layout
    • 4.4.3 Decision Layer Layout
    • 4.4.4 Autonomous Driving Development
    • 4.4.5 Layout of Three Scenarios for Autonomous Driving
    • 4.4.6 Autonomous Driving Layout in China
    • 4.4.7 Main Partners
    • 4.4.8 Autonomous Driving Dynamics in 2019-2020
    • 4.4.9 Summary
  • 4.5 ZF
    • 4.5.1 Profile and Operation
    • 4.5.2 Product Layout
    • 4.5.3 Perception Layer Layout
    • 4.5.4 Decision Layer Layout
    • 4.5.5 Actuation Layer Layout
    • 4.5.6 Layout of Scenarios for Autonomous Driving
    • 4.5.7 Autonomous Driving Solutions
    • 4.5.8 Autonomous Driving Partners
    • 4.5.9 Autonomous Driving Dynamics in 2019-2020
    • 4.5.10 Summary
  • 4.6 Hyundai Mobis
    • 4.6.1 Profile and Operation
    • 4.6.2 Global R&D Institutes
    • 4.6.3 Perception Layer Layout
    • 4.6.4 ADAS Features and Layout
    • 4.6.5 Autonomous Driving Planning and Strategy
    • 4.6.6 Dynamics of ADAS and Autonomous Driving in 2019-2020
    • 4.6.7 Summary
  • 4.7 Veoneer
    • 4.7.1 Profile
    • 4.7.2 Operation
    • 4.7.3 Major Products and Customers
    • 4.7.4 Milestones
    • 4.7.5 Perception Layer Layout
    • 4.7.6 Decision Layer Layout
    • 4.7.7 Overall Autonomous Driving Layout
    • 4.7.8 Autonomous Driving Development Planning
    • 4.7.9 Main Partners
    • 4.7.10 Autonomous Driving Dynamics in 2019-2020
    • 4.7.11 Summary
  • 4.8 Visteon
    • 4.8.1 Profile
    • 4.8.2 Operation
    • 4.8.3 Main Products
    • 4.8.4 Decision Layer Layout
    • 4.8.5 L3/L4 Autonomous Driving Tests
    • 4.8.6 Development Planning for ADAS and Autonomous Driving
    • 4.8.7 Autonomous Driving Partners
    • 4.8.8 Autonomous Driving Dynamics in 2018-2020
    • 4.8.9 Summary
  • 4.9 Magna
    • 4.9.1 Profile and Operation
    • 4.9.2 ADAS Features Accomplished
    • 4.9.3 Perception Layer Layout
    • 4.9.4 Autonomous Driving Dynamics in 2018-2020
    • 4.9.5 Summary
  • 4.10 Denso
    • 4.10.1 Profile
    • 4.10.2 Operation
    • 4.10.3 Global R&D Bases
    • 4.10.4 Perception Layer Layout
    • 4.10.5 Autonomous Driving Investment and R&D Layout
    • 4.10.6 Autonomous Driving Tests
    • 4.10.7 Autonomous Driving Planning
    • 4.10.8 Cockpit Planning around Autonomous Driving
    • 4.10.9 Autonomous Driving Dynamics in 2019-2020
    • 4.10.10 Summary

5. Comparison of Tier 1 ADAS and Autonomous Driving Suppliers in China

  • 5.1 Fundamentals
  • 5.2 Development Features
  • 5.3 Perception Layer Layout
  • 5.4 Decision Layer Layout
  • 5.5 Autonomous Driving Scenarios, Planning, Tests and Partners

6. Major Tier 1 ADAS and Autonomous Driving Suppliers in China

  • 6.1 Baidu
    • 6.1.1 Profile
    • 6.1.2 Development Course of Autonomous Driving
    • 6.1.3 Apollo Open Platform
    • 6.1.4 Perception Layer Layout
    • 6.1.5 Decision Layer Layout
    • 6.1.6 Mass Production Solution for Autonomous Driving
    • 6.1.7 Autonomous Driving Test
    • 6.1.8 Operation of RoboTaxi
    • 6.1.9 Autonomous Driving Partners
    • 6.1.10 Summary
  • 6.2 Tencent
    • 6.2.1 Profile
    • 6.2.2 Perception Layer Layout
    • 6.2.3 Autonomous Driving Data Cloud Platform
    • 6.2.4 TAD Sim Simulation Platform
    • 6.2.5 Autonomous Driving Solutions
    • 6.2.6 5G CVIS Open Source Platform
    • 6.2.7 Smart Mobility Layout
    • 6.2.8 Summary
  • 6.3 Alibaba
    • 6.3.1 Profile
    • 6.3.2 CVIS
    • 6.3.3 Autonomous Driving Solutions
    • 6.3.4 Summary
  • 6.4 Huawei
    • 6.4.1 Profile
    • 6.4.2 ICV Solutions
    • 6.4.3 L4 Intelligent Driving Solutions
    • 6.4.4 Perception Layer Layout
    • 6.4.5 Decision Layer Layout
    • 6.4.6 Autonomous Driving Path
    • 6.4.7 ICV Partners
    • 6.4.8 Summary
  • 6.5 Foryou Corporation
  • 6.6 Desay SV
    • 6.6.1 Profile
    • 6.6.2 Perception Layer Layout
    • 6.6.3 Decision Layer Layout
    • 6.6.4 V2X Solutions
    • 6.6.5 Autonomous Driving Test
    • 6.6.6 Partners
    • 6.6.7 Future Planning
    • 6.6.8 Autonomous Driving Dynamics
    • 6.6.9 Summary
  • 6.7 Neusoft Reach
    • 6.7.1 Profile
    • 6.7.2 Business Layout
    • 6.7.3 ADAS Product Line
    • 6.7.4 V2X Product Line
    • 6.7.5 Decision Layer Layout
    • 6.7.6 Partners
    • 6.7.7 Future Planning
    • 6.7.8 Summary
  • 6.8 NavInfo
  • 6.9 TUS Cloud Control