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表紙:ADASおよび自動運転のTier1サプライヤー(2020年~2021年)
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ADASおよび自動運転のTier1サプライヤー(2020年~2021年)

ADAS and Autonomous Driving Tier 1 Suppliers Report, 2020-2021

出版日: | 発行: ResearchInChina | ページ情報: 英文 238 Pages | 納期: 即日から翌営業日

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ADASおよび自動運転のTier1サプライヤー(2020年~2021年)
出版日: 2021年02月07日
発行: ResearchInChina
ページ情報: 英文 238 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

COVID-19の発生により、自動車の需要が減少し、自動車産業の生産が一時的に停止されました。Continentalの世界249ヶ所の生産拠点の40%以上が、従業員の保護と需要の低下に対応するために、2020年4月に数日から数週間の生産を一時的に停止するなど、ほとんどのTier1サプライヤーは事業展開に難色を示し、全体の収益が激減しました。

当レポートは、ADASおよび自動運転のTier1サプライヤーについて調査しており、ADASと自動運転システムの概要、主要国の政策や市場動向、世界のサプライヤーおよび比較などの情報を提供しています。

目次

第1章 ADASと自動運転システム

  • 組成
  • 知覚レイヤー
    • 環境知覚センサー
    • 車両モーションセンサー
    • HDマップ
    • V2X
  • 決定レイヤー
  • ミドルウェア
  • 作動レイヤー

第2章 政策と市場環境

  • ポリシー
    • 米国
    • 韓国
    • 日本
    • 中国
  • 自動運転システムの評価
  • ADASの開発を後押しする車の安全性評価
  • 世界のADASと自動運転の市場規模、およびTier1サプライヤーの競合情勢環境
  • 中国におけるADASと自動運転の発売時期
  • 中国のL2ADAS普及率
  • L2+車両モデルの発売と機能
  • L3車両モデルの発売と事例

第3章 世界のADASと自動運転のTier1サプライヤーの比較

  • Fundamentals
  • Development Features
  • Perception Layer Layout
  • Decision Layer Layout
  • Actuation Layer Layout
  • ADAS Development Planning
  • Autonomous Driving Application Scenarios & Process
  • Partners

第4章 世界のADASおよび自動運転の主要Tier1サプライヤー

  • Bosch
  • Continental
  • Organizational Structure
  • Aptiv
  • Valeo
  • ZF
  • Hyundai Mobis
  • Veoneer
  • Visteon
  • Magna
  • Denso

第5章 中国のADASと自動運転のTier1サプライヤーの比較

  • 基礎
  • 開発機能
  • 知覚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、テスト、およびパートナー

第6章 中国のADASと自動運転の主要Tier1サプライヤー

  • Baidu
  • Tencent
  • Alibaba
  • Huawei
  • Foryou Corporation
  • Desay SV
  • Neusoft Reach
  • NavInfo
  • TUS International
  • HiRain Technologies
  • Freetech
目次

Autonomous Driving Tier1 Supplier Research: centralized implementation of L2+, middleware layout of Tier 1 suppliers.

1. The ADAS revenue of foreign Tier 1 suppliers declines amid the pandemic

The outbreak of COVID-19 has led to the declining demand for automobiles and the temporary suspension of production in the automobile industry. In this case, the overall revenue of most Tier1 suppliers has fallen sharply as they have difficulties in business development. For example, more than 40% of Continental's 249 production bases around the world decided in April 2020 to temporarily suspend production for several days or several weeks in order to protect employees and respond to lower demand.

2. Tier 1 suppliers actively promote the mass implementation of L2 autonomous driving, and L3 autonomous driving enters the market

While Tier 1 suppliers' normal production is hindered, the technology of L2/L3 autonomous driving is advancing in an orderly manner.

From January to November 2020, 57 domestic auto brands launched 208 L2 models, and sold 2.60 million vehicles with a year-on-year upsurge of 118.9% thanks to the efforts of Tier 1 suppliers. For example, Bosch helped 40 local models achieve L2 autonomous driving in 2019, and focused on the implementation of L2+ autonomous driving in 2020.

Benefiting from the effective control over the domestic epidemic, Chinese Tier1 suppliers have constantly launched new products. Among them, Huawei and Baidu have attracted the most attention from the market. Huawei has successively unveiled perception layer products such as radar and LiDAR, as well as decision layer products like intelligent driving computing platform MDC and intelligent driving operating system AOS. Baidu APOLLO has released the autonomous driving computing platform ACU (1.0/2.0/3.0) and the L2 intelligent driving solution ANP, and also has successively landed in Changsha, Cangzhou, and Beijing with Robotaxi which is fully open to the society for operation.

With the introduction of HD maps, Tier 1 suppliers have assisted OEMs to head towards L3 autonomous driving. Xpeng P7, GAC Aion LX and other models with L3 autonomous driving have debuted successively.

3. Foreign Tier 1 suppliers dabble in middleware, while domestic Tier 1 suppliers are deeply tied up with OEMs

From the perspective of autonomous driving products and scenarios, Bosch, Continental and ZF have the most comprehensive layout among foreign Tier1 suppliers. Both Bosch and ZF launched middleware designed for autonomous driving in 2020. As for the domestic Tier 1 suppliers, Huawei and Desay SV take the lead in the perception layout; however, all the domestic Tier1 suppliers are absent in the field of actuation.

In July 2020, Bosch launched Iceoryx, a middleware for advanced autonomous driving, compatible with ROS2 and Adaptive AutoSAR interfaces to meet the requirements of different development periods (pre-ROS, mass production of Autosar)

In December 2020, ZF released ZF Middleware, providing a modular solution that can be integrated into automakers' software platforms. At the same time, the middleware will be installed on mass-produced vehicles in 2024.

It is worth noting that foreign Tier 1 suppliers dabble in underlying system R&D and build a bridge between system and software applications while accomplishing functions. Bosch and ZF have successively released middleware products, hoping to centrally configure autonomous driving solutions for OEMs through a comprehensive sensor layout so as to simplify system integration, lower development costs and accelerate product launch.

The domestic Tier 1 suppliers (Huawei, Alibaba and Baidu) have teamed up with OEMs to launch autonomous driving and other technologies by in-depth cooperation or establishment of joint ventures to jointly help automakers build high-end brands or accelerate transformation to electrification, connectivity, intelligence and sharing.

  • Changan and Huawei. On November 14, 2020, Changan, Huawei and CATL established a new high-end smart car brand together. They will jointly develop the CHN smart electric vehicle platform, which will be equipped with Huawei's smart cockpit platform CDC, autonomous driving domain controller ADC, and some components of electric drive, batteries and electric control.
  • SAIC and Alibaba. On November 26, 2020, SAIC and Alibaba jointly founded a high-end battery-electric vehicle brand "IM", which will adopt Alibaba's Banma Telematics system and SAIC's electric drive, battery, electric control and intelligent driving technologies.
  • Geely and Baidu. On January 11, 2020, Geely and Baidu erected a smart electric vehicle company. Baidu will fully empower the joint venture with technologies such as artificial intelligence, autonomous driving, Apollo, and Baidu Map.

4. Summary

Comparing the development models of Tier 1 suppliers at home and abroad, emerging Tier 1 suppliers represented by Huawei and Mobileye directly penetrate into OEMs, deeply participate in product R&D, and position themselves as Tier 0.5 suppliers. For example, at the beginning of BAIC ARCFOX R&D, Huawei directly took part in R&D of many system functions of the vehicle, including smart driving, smart cockpit and smart electronics. Similarly, Mobileye acted as a Tier 0.5 supplier amid the cooperation with Geely Lynk & Co. Previously, Mobileye only supplied semi-finished components to Tier 1 suppliers, but now it is responsible for the complete solution stack for the first time, including hardware, software, drive strategy and control. Mobileye will also provide a multi-domain controller and provide software OTA updates after the system is deployed.

The emergence of the Tier 0.5 cooperation model will reshape the cooperation pattern of the traditional automobile industry chain.

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 Middleware
  • 1.5 Actuation Layer

2. Policies and Market Environment

  • 2.1 Policies
    • 2.1.1 U.S.
    • 2.1.2 South Korea
    • 2.1.3 Japan
    • 2.1.4 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 and Functions f L2+ Vehicle Models
  • 2.8 Launch and Cases of 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 Organization Structure Adjustment
    • 4.1.3 Autonomous Driving Product Layout
    • 4.1.4 Perception Layer Layout
    • 4.1.5 Decision Layer Layout
    • 4.1.6 Middleware Layout
    • 4.1.7 Actuation Layer Layout
    • 4.1.8 Three Scenarios for Autonomous Driving
    • 4.1.9 Autonomous Driving Roadmap in China
    • 4.1.10 Autonomous Driving Solution
    • 4.1.11 Evolution of Autonomous Driving Features
    • 4.1.12 Automated Parking Layout
    • 4.1.13 L4 Demonstration Projects
    • 4.1.14 V2X Demonstration Projects
    • 4.1.15 Autonomous Driving Partners
    • 4.1.16 Autonomous Driving Dynamics in 2020
    • 4.1.17 Summary
  • 4.2 Continental
    • 4.2.1 Profile
  • 4.2.2Organizational Structure
    • 4.2.3 R&D Input
    • 4.2.4 Autonomous Driving Planning
    • 4.2.5 Perception Layer Layout
    • 4.2.6 Decision Layer Layout
    • 4.2.7 Actuation Layer Layout
    • 4.2.8 Layout of Three Scenarios for Autonomous Driving
    • 4.2.9 V2X Layout
    • 4.2.10 Autonomous Driving Partners
    • 4.2.11 Autonomous Driving Dynamics in 2019-2020
    • 4.2.12 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 Roadmap
    • 4.4.5 L4 Demonstration Projects
    • 4.4.6 Layout of Three Scenarios for Autonomous Driving
    • 4.4.7 Autonomous Driving Layout in China
    • 4.4.8 Main Partners
    • 4.4.9 Autonomous Driving Dynamics in 2019-2020
    • 4.4.10 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 Middleware Layout
    • 4.5.6 Actuation Layer Layout
    • 4.5.7 Layout of Scenarios for Autonomous Driving
    • 4.5.8 Autonomous Driving Solutions
    • 4.5.9 Autonomous Driving Partners
    • 4.5.10 Autonomous Driving Dynamics in 2019-2020
    • 4.5.11 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 Perception Layer Layout
    • 4.7.5 Decision Layer Layout
    • 4.7.6 Overall Autonomous Driving Layout
    • 4.7.7 Autonomous Driving Development Planning
    • 4.7.8 Autonomous Driving Roadmap
    • 4.7.9 L2&L2+ Solutions and Features
    • 4.7.10 New Generation of ADAS System
    • 4.7.11 Main Partners
    • 4.7.12 Autonomous Driving Dynamics in 2019-2020
    • 4.7.13 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 Decision Layout Layout
    • 4.9.5 Actuation Layout Layout
    • 4.9.6 Magna Gen5 "one-box" solution
    • 4.9.7 Collaborative Development of ADAS System
    • 4.9.8 Autonomous Driving Dynamics in 2018-2020
    • 4.9.9 Summary
  • 4.10 Denso
    • 4.10.1 Profile
    • 4.10.2 Global R&D Bases
    • 4.10.3 Operation
    • 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 Low-speed Autonomous Driving
    • 6.1.7 Autonomous Driving Test
    • 6.1.8 Mass Production Solution for Autonomous Driving
    • 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 2.0 Simulation Platform
    • 6.2.5 Autonomous Driving Solutions
    • 6.2.6 5G CVIS Open Source Platform
    • 6.2.7 Autonomoud Driving Road Intelligent Inspection Solution
    • 6.2.8 Smart Mobility Layout
    • 6.2.9 Summary
  • 6.3 Alibaba
    • 6.3.1 Profile
    • 6.3.2 ADAS Technology Architecture
    • 6.3.3 Decision Layer Layout
    • 6.3.4 Autonomous Driving Cloud Platform
    • 6.3.5 CVIS
    • 6.3.6 Autonomous Driving Solutions
    • 6.3.7 Summary
  • 6.4 Huawei
    • 6.4.1 Profile
    • 6.4.2 Autonomous Driving Path
    • 6.4.3 Autonomous Driving Solution
  • 6.4.4
    • 6.4.5 Decision Layer Layout
    • 6.4.6 Software Layer Layout
    • 6.4.7 Autonomous Driving Simulation Layout
    • 6.4.8 V2X Layout
    • 6.4.9 Partners
    • 6.4.10 Summary
  • 6.5 Foryou Corporation
    • 6.5.1 Profile and Product Layout
    • 6.5.2 Perception Layer Layout
    • 6.5.3 Autonomous Driving Function and Solutions
    • 6.5.4 Summary
  • 6.6 Desay SV
    • 6.6.1 Profile
    • 6.6.2 Perception Layer Layout
    • 6.6.3 Decision Layer Layout
    • 6.6.4 Autonomous Driving Solution
    • 6.6.5 V2X Solutions
    • 6.6.6 Autonomous Driving Test
    • 6.6.7 Partners
    • 6.6.8 Future Planning
    • 6.6.9 Autonomous Driving Dynamics
    • 6.6.10 Summary
  • 6.7 Neusoft Reach
    • 6.7.1 Profile
    • 6.7.2 Business Layout
    • 6.7.3 ADAS Product Line
    • 6.7.4 Decision Layer Layout
    • 6.7.5 V2X Layout
    • 6.7.6 Partners
    • 6.7.7 Future Planning
    • 6.7.8 Summary
  • 6.8 NavInfo
    • 6.8.1 Profile
    • 6.8.2 Development Planning
    • 6.8.3 Operation Performance
    • 6.8.4 Perception Layer Layout
    • 6.8.5 Chip Business
    • 6.8.6 Autonomous Driving Test
    • 6.8.7 V2X Important Development Node
    • 6.8.8 Autonomous Driving Business Cooperation
    • 6.8.9 Major Clients
    • 6.8.10 Dynamics in 2020-2021
    • 6.8.11 Summary
  • 6.9 TUS International
    • 6.9.1 Profile
    • 6.9.2 Perception Layer Layout
    • 6.9.3 Autonomous Driving Solution
    • 6.9.4 V2X Layout
    • 6.9.5 Cloud Control Business
    • 6.9.6 Partners
    • 6.9.7 Summary
  • 6.10 HiRain Technologies
    • 6.10.1 Profile
    • 6.10.2 Autonomous Driving Planning
    • 6.10.3 Perception Layer Layout
    • 6.10.4 Decision Layer Layout
    • 6.10.5 Autonomous Driving Products
    • 6.10.6 Autonomous Driving Prototype Test
    • 6.10.7 Summary
  • 6.11 Freetech
    • 6.11.1 Profile
    • 6.11.2 Perception Layer Layout
    • 6.11.3 Decision Layer Layout
    • 6.11.4 L2-L3 Solution
    • 6.11.5 L4 Solution and Projects
    • 6.11.6 Major Clients
    • 6.11.7 Summary
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