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自動運転商用車産業の分析 (2019~2020年)

Autonomous Commercial Vehicle Industry Report, 2019-2020

発行 ResearchInChina 商品コード 929171
出版日 ページ情報 英文 280 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=108.13円で換算しております。
自動運転商用車産業の分析 (2019~2020年) Autonomous Commercial Vehicle Industry Report, 2019-2020
出版日: 2020年03月11日 ページ情報: 英文 280 Pages
概要

自動運転型の商用車は、乗用車よりも早く商業化が実現する見通しで、世界各国で50社が参入して激しい市場競争を展開しており、また巨額の投資が集まりつつあります。中国でも関連規制や技術標準の整備、インフラ建設、試験走行などが精力的に進められています。

当レポートでは、世界と中国の自動運転商用車の産業行動について分析し、製品/ソリューションの概要や現在までの技術開発・実用化試験の状況、関連規制/規格の概要、商用車隊列走行の実用化への動き、外資系・国内系企業 (ソリューションプロバイダー、商用車メーカー) のプロファイル・業績と事業展開状況、といった情報を取りまとめてお送りいたします。

第1章自動運転商用車産業の概要

  • 自動運転車の展開状況の概要
    • 商用車の定義
    • 自動運転商用車の必要性
    • 自動運転技術の普及による商用車のメリット
    • 自動運転商用車:国内外での開発段階
    • 自動運転商用車:予想される開発経路
    • 自動運転トラックの開発段階
    • 自動運転トラックの特徴:開発段階別
  • 自動運転商用車技術
    • 自動運転商用車/技術の典型的な応用シナリオ
    • 商用車の典型的な応用シナリオのための技術ソリューション
    • 自動運転商用車の主要技術
    • 自動運転商用車のリファレンスアーキテクチャ
    • 自動運転商用車の進化
    • L1-L2商用車に必要なADAS機能
  • 自動運転商用車と各種規制
    • 世界のブレーキ制御・ADAS関連規制のタイムライン (地域別)
    • アクティブセーフティとADAS:あらゆる国で法令・規制上の必須要件である
    • 中国のアクティブセーフティ・ADAS関連規制の急速な整備
    • 最新の規制・政策動向 (2019年)
  • 自動運転商用車の課題と支援施設
    • 自動運転商用車の課題
    • 自動運転商用車の受容
    • 自動運転トラックの課題と影響
    • 自動運転がトラック業界の利害関係者に与える影響
    • 自動運転商用車に不可欠な関連インフラストラクチャ
    • 自動運転関連インフラ (道路) の分類:欧州
    • 自動運転関連インフラ (道路) の分類:中国
  • 自動運転トラックの市場規模の予測
    • 世界/中国の自動運転トラックの市場規模の予測
    • 自動運転トラックの市場規模の予測:種類別
  • 関係組織および重要プロジェクト
    • EATA
    • ENSEMBLE
    • ENSEMBLEのマイルストーン

第2章 商用車の隊列走行

  • トラックの隊列走行 (プラトーニング)
  • トラック隊列走行:概略
    • トラック隊列走行の主なコンポーネントと機能
    • トラック隊列走行技術の進化
    • トラック隊列走行の市場規模
    • トラック隊列走行テストでの燃料節約
    • 世界のトラック隊列走行の現状
    • 世界各国のトラック隊列走行プロジェクト (2018~2020年)
    • トラック隊列走行プロジェクトの比較
    • トラック隊列走行の開発の歴史
    • トラック隊列走行の特許分析
  • 欧州のトラック隊列走行の現状
  • 米国のトラック隊列走行の現状
    • 米国のトラック隊列走行:概要
    • 米国国内のトラック隊列走行プロジェクト
    • 米国でのトラック隊列走行テスト
    • 米国国内の隊列走行への規制:州別
  • 中国のトラック隊列走行の現状
    • 中国国内の代表的なトラック隊列走行プロジェクト (2018年)
    • Cainiaoの自動運転トラック隊列走行技術隊列走行の試行
    • 中国初の大規模な商用車隊列走行の試行
    • 隊列走行:ICV標準システム構築ガイドの重要な要素
    • 中国のトラック隊列走行テスト (2019年)
  • 日本・韓国のトラック隊列走行の現状
    • 韓国の隊列走行プロジェクト
    • 韓国国内の自動運転トラックの開発ロードマップ
    • 日本の隊列走行の参入企業
    • 日本国内の隊列走行開発ロードマップ

第3章 世界の自動運転商用車ソリューション・プロバイダー

  • Starsky Robotics
  • Embark
  • Peloton Technology
  • BestMile
  • Oxbotica
  • Einride
  • WABCO
  • Knorr-Bremse
  • Kodiak Robotics
  • Thor Trucks
  • WAYMO
  • Pronto
  • Ike
  • iSee
  • Outrider
  • 世界の自動運転商用車ソリューションプロバイダーの比較 (収益、労働力、資金調達、主要製品、ビジネスモデル、主要顧客、パートナー、自動運転トラックのサポート、自動運転テスト、トラックの隊列走行テストなど)
  • 結論

第4章 中国の自動運転商用車ソリューション・プロバイダー

  • Tsintel Technology
  • TuSimple
  • Westwell
  • FABU Technology
  • PlusAI
  • TRUNK
  • CiDi
  • Inceptio Technology
  • SuperG AI
  • Changxing Intelligence
  • Suzhou Zhitu
  • In-Driving
  • 中国の自動運転商用車ソリューションプロバイダーの比較 (所在地、登録資本、資金調達、従業員数、主要製品、ビジネスモデル、主要顧客、パートナー、リモートコントロールのサポート、自動トラック/バスのサポート、自動運転テスト、計画と目標、等)
  • 結論

第5章 世界の商用車メーカーの自動運転車の展開状況

  • Volkswagen
  • PACCAR
  • Volvo
  • Daimler
  • SCANIA
  • 日野自動車
  • Iveco
  • 世界の商用車メーカーの比較 (収益と成長率、販売台数、利益、国籍、自動運転への投資計画、対外投資、主要製品、ICVパートナー、自動トラック/バスへの投資、自動運転テスト、計画と目標、など)
  • 結論

第6章 中国の商用車メーカーの自動運転車の展開状況

  • Beiqi Foton Motor
  • Dongfeng Motor
  • SINOTRUK Group
  • FAW Jiefang
  • China Shaanqi
  • SAIC Hongyan
  • Beiben Trucks
  • JMC
  • Zhengzhou Yutong Bus
  • King Long Bus
  • CRRC Electric Vehicle
  • Xiamen Golden Dragon Bus
  • Anhui Ankai Automobile
  • Skywell
  • 中国の商用車メーカーの比較(収益と成長率、販売台数、利益、登録資本、自動運転投資、主要製品、ICVパートナー、自動運転テスト、発売時期、計画、目標など)
  • 結論
目次

Self-driving commercial vehicle study: billions of dollars swarm into the field where fifty players compete fiercely, according to our recent report the Autonomous Commercial Vehicle Industry Report, 2019-2020

Automated commercial vehicle will be realized ahead of self-driving passenger car. The number of enterprises that forayed into commercial vehicle autonomy in 2019 doubled the prior-year figure. A case in point is TuSimple raised funds up to $215 million in 2019 and won 18 contract clients that devote themselves to transportation in the United States.

After over a year's halt, Waymo restarted self-driving truck tests in May 2019. Pony.ai, a competitor in RoboTaxi operations and with the investment of $400 million from Toyota and other investors, was also pressing ahead with self-driving truck tests in 2019.

Truck platooning still remains the focus of automated truck test and gets increasingly combined with 5G technology in 2019, into which the companies have set foot including Daimler, CiDi, Scania, Iveco, Volvo, DAF, Peloton, SAIC, Foton, Huawei, TuSimple and Hyundai.

It can be seen from the top 10 holders of platooning patents that the competitive ones are Continental, Scania, Peloton, Ford, Toyota, among others. Chinese counterparts are rarely seen.

Commercial vehicle going smart coincides with road intelligence, about which the laws and regulations are getting perfect. Road infrastructure for automated driving is classified by ERTRAC (European Road Transport Research Advisory Council) into the five in the table below.

China Highway & Transportation Society (CHTS) Automated Driving Working Committee and Automated Driving Standardization Working Committee issued the Intelligent Connected Road System Levels and Interpretations (Exposure Draft) in September 2019, according to which traffic infrastructure system is divided into I0 level (zero information/intelligence/autonomy), I1 (preliminarily digital/intelligent/automated), I2 (partially connected/intelligent/automated), I3 (conditional autonomy and high connectivity based on traffic infrastructure), I4 (highly automated and based on traffic infrastructure), and I5 (fully automated driving based on traffic infrastructure).

The importance of road intelligence was shown in the platooning test on the Beijing-Chongli Expressway (Yanchong Expressway Beijing Section) in December 2019 that has complex road conditions for more than 94% of the sections are tunnels and viaducts. In most cases, autonomous driving in the tunnel became difficult because the GNSS signal was bad. Moreover, it was the middle of winter and the outdoor temperature remained as low as -20°C, challenging a multitude of supporting equipment. Huawei has installed the 5G vehicle terminal T-Box with 5G+C-V2X technology on Foton Commercial Vehicles, and also provides roadside sensing terminal cameras, radars, road side unit, edge computing, C-V2X Server, etc. Through the C-V2X services for the entire road sections, the deficiencies in positioning, communication and perception in the tunnel can be compensated. Foton commercial vehicles completed a 14-km L4 platooning demonstration, including a 9.8-km continuous extra-long tunnel.

Billions of dollars flocked to the maturing self-driving commercial vehicle market in 2019. Vehicle intelligence is prioritized in foreign countries, while CVIS (Cooperative Vehicle Infrastructure System) prevails in China. There will be greater development space from 2020 on.

The report details technologies about automated driving of commercial vehicle, organizations, the status quo of the market as well as progress in platooning; nearly 50 suppliers' and automakers' investments, deployments, technical routes, products & solutions, business models, plans and goals, tests, collaborations, applied scenarios, etc.

Table of Contents

1. Overview of Autonomous Commercial Vehicle Industry

  • 1.1 Overview of Autonomous Commercial Vehicle
    • 1.1.1 Definition of Commercial Vehicle
    • 1.1.2 Necessity of Autonomous Commercial Vehicle
    • 1.1.3 Advantages of Commercial Vehicles Popularizing Autonomous Driving Technology
    • 1.1.4 Development Stage of Autonomous Commercial Vehicle at Home and Abroad
    • 1.1.5 Expected Development Path of Autonomous Commercial Vehicle
    • 1.1.6 Development Stage of Autonomous Trucks
    • 1.1.7 Features of Autonomous Trucks by Development Stage
  • 1.2 Autonomous Commercial Vehicle Technology
    • 1.2.1 Typical Applied Scenarios of Autonomous Commercial Vehicle and Technologies
    • 1.2.2 Technology Solutions for Typical Applied Scenarios of Commercial Vehicles
    • 1.2.3 Key Technologies for Autonomous Commercial Vehicle
    • 1.2.4 Reference Architecture of Autonomous Commercial Vehicle
    • 1.2.5 Evolution of Autonomous Commercial Vehicle
    • 1.2.6 ADAS Features Required by L1-L2 Commercial Vehicle
  • 1.3 Autonomous Commercial Vehicle and Regulations
    • 1.3.1 Timeline of Regulations on Brake Control and ADAS (by Region) Worldwide
    • 1.3.2 Active Safety and ADAS Are the Compulsory Requirements in Laws & Regulations of All Countries
    • 1.3.3 China's Regulations on Active Safety and ADAS Are Rapidly Advancing
    • 1.3.4 Latest Regulations and Policies in 2019
  • 1.4 Challenges and Supporting Facilities for Autonomous Commercial Vehicle
    • 1.4.1 Challenges to Autonomous Commercial Vehicle
    • 1.4.2 Acceptance of Autonomous Commercial Vehicle
    • 1.4.3 Challenges for and Impacts of Autonomous Trucks
    • 1.4.4 Impact of Autonomous Driving on Stakeholders in the Truck Industry
    • 1.4.5 Autonomous Commercial Vehicle Needs Related Infrastructure
    • 1.4.6 Classification of Autonomous Driving-related Infrastructure (Road) (Europe)
    • 1.4.7 Classification of Autonomous Driving-related Infrastructure (Road) (China)
  • 1.5 Autonomous Truck Market Size Forecast
    • 1.5.1 Global and China Autonomous Truck Market Size Forecast
    • 1.5.2 Autonomous Truck Market Size Forecast by Type
  • 1.6 Organizations Concerned and Important Projects
    • 1.6.1 EATA
    • 1.6.2 ENSEMBLE
    • 1.6.3 Milestones of ENSEMBLE

2. Commercial Vehicle Platooning

  • 2.1 Truck Platooning
  • 2.1 Introduction to Truck Platooning
    • 2.1.1 Key Truck Platooning Components and Functions
    • 2.1.2 Evolution of Truck Platooning Technology
    • 2.1.3 Value of Truck Platooning
    • 2.1.4 Fuel Saving of Truck Platooning Tests
    • 2.1.5 Status Quo of Truck Platooning in the World
    • 2.1.6 Truck Platooning Projects Worldwide, 2018-2020
    • 2.1.7 Comparison of Some Truck Platooning Projects
    • 2.1.8 Development History of Truck Platooning
    • 2.1.9 Truck Platooning Patent Analysis
  • 2.2 Status Quo of Truck Platooning in Europe
  • 2.3 Status Quo of Truck Platooning in US
    • 2.3.1 Truck Platooning Overview in US
    • 2.3.2 Truck Platooning Projects in US
    • 2.3.3 Truck Platooning Test in US
    • 2.3.4 Platooning Regulations in US by State
  • 2.4 Status Quo of Truck Platooning in China
    • 2.4.1 Representative Truck Platooning Projects in China, 2018
    • 2.4.2 Cainiao's Self-driving Truck Platooning Technology Solution
    • 2.4.3 The First Large-scale Commercial Vehicle Platooning Trial in China
    • 2.3.4 Platooning Is an Important Part of ICV Standard System Construction Guide
    • 2.3.5 Truck Platooning Tests in China, 2019
  • 2.4 Status Quo of Truck Platooning in Japan and South Korea
    • 2.4.1 Platooning Projects in South Korea
    • 2.4.2 Development Roadmap of Autonomous Trucks in South Korea
    • 2.4.3 Platooning Participants in Japan
    • 2.4.4 Platooning Development Roadmap in Japan

3. Foreign Providers of Autonomous Commercial Vehicle Solutions

  • 3.1 Starsky Robotics
  • 3.2 Embark
  • 3.3 Peloton Technology
  • 3.4 BestMile
  • 3.5 Oxbotica
  • 3.6 Einride
  • 3.7 WABCO
  • 3.8 Knorr-Bremse
  • 3.9 Kodiak Robotics
  • 3.10 Thor Trucks
  • 3.11 WAYMO
  • 3.12 Pronto
  • 3.13 Ike
  • 3.14 iSee
  • 3.15 Outrider
  • Comparison of Foreign Autonomous Commercial Vehicle Solution Providers (including revenue, workforce, financing, major products, business models, major customers, partners, support for self-driving trucks, autonomous driving tests, truck platooning tests, etc.)
  • Conclusions

4. Chinese Providers of Autonomous Commercial Vehicle Solutions

  • 4.1 Tsintel Technology
  • 4.2 TuSimple
  • 4.3 Westwell
  • 4.4 FABU Technology
  • 4.5 PlusAI
  • 4.6 TRUNK
  • 4.7 CiDi
  • 4.8 Inceptio Technology
  • 4.9 SuperG AI
  • 4.10 Changxing Intelligence
  • 4.11 Suzhou Zhitu
  • 4.12 In-Driving
  • Comparison of Chinese Autonomous Commercial Vehicle Solution Providers (including location, registered capital, financing, headcount, main products, business models, major clients, partners, support for remote control, support for autonomous trucks/buses, autonomous driving tests, planning and goals, etc.)
  • Conclusions

5. Autonomous Driving Layout of Foreign Commercial Vehicle Makers

  • 5.1 Volkswagen
  • 5.2 PACCAR
  • 5.3 Volvo
  • 5.4 Daimler
  • 5.5 SCANIA
  • 5.6 Hino
  • 5.7 Iveco
  • Comparison of Foreign Commercial Vehicle Companies (including revenue and growth rate, sales volume, profit, nationality, planned investment in autonomous driving, foreign investment, major products, ICV partners, investment in autonomous trucks / buses, autonomous driving tests, planning and goals, etc.)
  • Conclusions

6. Autonomous Driving Layout of Chinese Commercial Vehicle Makers

  • 6.1 Beiqi Foton Motor
  • 6.2 Dongfeng Motor
  • 6.3 SINOTRUK Group
  • 6.4 FAW Jiefang
  • 6.5 China Shaanqi
  • 6.6 SAIC Hongyan
  • 6.7 Beiben Trucks
  • 6.8 JMC
  • 6.9 Zhengzhou Yutong Bus
  • 6.10 King Long Bus
  • 6.11 CRRC Electric Vehicle
  • 6.12 Xiamen Golden Dragon Bus
  • 6.13 Anhui Ankai Automobile
  • 6.14 Skywell
  • Comparison of Chinese Commercial Vehicle Companies (including revenue and growth rate, sales volume, profit, registered capital, autonomous driving investment, main products, ICV partners, autonomous driving tests, launch time, planning and goals, etc.)
  • Conclusions