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市場調査レポート
商品コード
980082
世界および中国の自律型輸送車両の業界レポート(2020年)Autonomous Delivery Vehicle Industry Report, 2020 |
世界および中国の自律型輸送車両の業界レポート(2020年) |
出版日: 2020年12月01日
発行: ResearchInChina
ページ情報: 英文 210 Pages
納期: 即日から翌営業日
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自律型輸送は、屋内用と屋外用に分かれています。それに対応して、屋内用自律型輸送車両(「屋内輸送ロボット」とも呼ばれます)と屋外用車両があります。
これまでは、屋内自律型輸送ロボットは、レストラン、ホテル、オフィスビル、病院、インターネットカフェ、KTV、ショッピングモールで利用可能でしたが、2020年に大流行したCOVID-19の予防と制御のため、「非接触」サービスの中で活発に宣伝され、屋内自律型輸送ロボットなどのインテリジェント機器の迅速な展開と運用に大きな恩恵をもたらしました。たとえば、Country Garden Robot Restaurant、Haidilao、De Zhuang、Xiabu Xiabu、Dadong、Hong Kong Maxim'sなどの多くのケータリング企業は、人件費を節約し、食品安全性を向上させるために、自律型輸送ロボットを使用して店舗で料理を提供し始めています。
中国は屋内輸送ロボットの開発において、比較的海外に先行しています。Pudu Technology、Keenon Robotics、Excelland AI、YOGOなどに代表される新興企業が、反復型技術開発と迅速な実装によって、すでに基本的な製品を提供し、複数の市場に積極的に進出しています。2019年、Pudu Technologyは5,000ユニット以上、Keenon Roboticsは3,000ユニット、その他の中規模企業は各社が数百ユニット以上を出荷しました。
即納・速配が要求される巨大市場や中国の労働力の減少に対応し、大手企業が積極的に自律型輸送車両を展開しています。 Neolix、IdriverPlus、White Rhinoなどの新興企業に加えて、JD.com、Meituan、Cainiao、Suning、China Postなどのeコマースおよびロジスティクス企業も、屋外の自律型輸送ビジネスの開発に力を注いでいます。自律型輸送車両は中国で少量生産されており、関係企業が明らかにしているように、まだかなりの規模にはなっていません。
不完全な政策と規制、テクノロジーとシナリオ構成の制約によって、屋外の自律型輸送車両はまだ試験的操作の段階です。しかし、2020年には業界が勢いを増し、「単一車両の試験的実施」から「クローズドシナリオ/固定ルートフリートオペレーション」、さらには「都市自律型輸送オペレーション」にまで拡大します。
その為、eコマースロジスティクス企業は、次の3つの方法で屋外用自律型輸送車両を展開しています。
当レポートでは、世界および中国の自律型輸送車両業界について調査分析し、概要、市場規模、業界チェーン、主要企業などについて、体系的な情報を提供しています。
Autonomous delivery is bifurcated into indoor autonomous delivery and outdoor autonomous delivery. Correspondingly, there are indoor autonomous delivery vehicles (also known as "indoor delivery robots") and outdoor ones.
Up to date, indoor autonomous delivery robots have been available in restaurants, hotels, office buildings, hospitals, Internet cafes, KTVs, and shopping malls, and has got vigorously promoted amid "contactless" services for the prevention and control of the COVID-19 pandemic in 2020, being quite a boon for faster deployment and operation of intelligent equipment such as indoor autonomous delivery robot. For instance, many catering companies such as Country Garden Robot Restaurant, Haidilao, De Zhuang, Xiabu Xiabu, Dadong, Hong Kong Maxim's, etc. have begun to use autonomous delivery robots to serve dishes in their stores to save labor costs and improve the security of meals.
Comparatively, China stays ahead of foreign countries in the development of indoor delivery robots, where emerging players represented by Pudu Technology, Keenon Robotics, Excelland AI, YOGO, etc. have already offered basic products and been aggressively branching out into the multiple-scenario market alongside ceaseless iteration and speedy implementation of their technologies. In 2019, Pudu Technology shipped more than 5,000 units, Keenon Robotics 3,000 units, and other middle companies more than hundreds of units apiece.
Against the huge market demand for instant delivery and express delivery as well as the decline in labor force in China, major companies are enthusiastically deploying autonomous delivery vehicles. Besides start-ups like Neolix, IdriverPlus and White Rhino, e-commerce and logistics companies such as JD.com, Meituan, Cainiao, Suning and China Post are also sparing no efforts in developing outdoor autonomous delivery business. Autonomous delivery vehicles are produced in small quantities in China and have not taken on a sizable scale yet, as is revealed by the companies concerned.
Constrained by imperfect policies and regulations, technology and scenario configurations, outdoor autonomous delivery vehicles are still undergoing pilot operation. Yet the industry gains momentum in 2020, with operations broadening from "single vehicle pilot run" to "closed scenarios/fixed route fleet operation", and even to "city autonomous delivery operation".
Ecommerce logistics companies thus deploy outdoor autonomous delivery vehicles in three ways:
Meituan's autonomous delivery cars that came into service in Shunyi District of Beijing in early 2020, has been found in 15 communities of this district and surroundings and made delivery for a total of more than 10,000 orders for consecutive 270-plus days by the end of October, with support from the cooperative local government. These vehicles have become normal there. As concerns regulation, in September 2020, the People's Government of Shunyi District, Beijing practiced a new approach to regulate: publicize the testing route and scheme of Meituan autonomous cars, allow them to run in designated places and in specific times, and define the one who is liable for safety. In its next step, Meituan plans to pilot low speed autonomous delivery on a larger scale together with Shunyi District by deploying 1,000 autonomous delivery vehicles that will run all day long throughout the area in the upcoming three years.
At APSARA Conference 2020 in September 2019, Alibaba's first wheeled logistics robot called "Xiaomanlv" made a debut. Alibaba plans massive deployment of this vehicle in communities, schools and office parks. In October, Alibaba and Zijingang Campus of Zhejiang University built a fleet of 22 Xiaomanlv robots to deliver parcels from Cainiao logistics outlets to 27 dormitories. During the Singles' Day (2020.11.11) shopping festival, the fleet delivered 30,000 packages in all and saved 10,000 hours of pick-up time.
In October 2020, Jingdong Logistics (JDL) announced that it joined forces with Changshu City to construct the world's first autonomous delivery city. JDL already deploys 5 models of 30-plus autonomous delivery vehicles available to different delivery scenarios in the downtown Changshu, and plans to put into use nearly 100 units before the end of the year. Also, JD has an "autonomous vehicle adoption" plan, that is, JDL's couriers in the autonomous delivery area are allowed to apply for "adoption" of a set number of autonomous cars and act as the "commander" for the robot delivery task force, which means they can arrange the work for these members freely. A benign circle with links of technological innovation and service application thus takes shape to facilitate massive use of autonomous delivery vehicles and blaze a way for others to follow. JD also plans to bring at least 100,000 autonomous delivery robots into operation in the next five years.
In July 2018, Meituan announced to build an open autonomous delivery platform in an attempt to develop a complete autonomous delivery ecosystem in harness with governments, universities and companies. Meituan's open autonomous delivery platform has joined hands with Nvidia (a chip vendor), Autox (an automated driving technology developer), Idriverplus, Yunji Technology (a commercial service robot developer) and Segway, as well as Chery, Valeo and other automakers and suppliers, and provides software and hardware integrated solutions together with them. In the meantime, Meituan's partnerships with demanders using autonomous delivery vehicles in commercial scenarios, such as Joy City and China Fortune Land Development help to create a closed autonomous delivery ecosystem where demand and supply can benefit each other.