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世界の先進運転支援システム(ADAS)と自動運転(AD)市場調査 2019年:SAE自動化レベル1~5、乗用車と商用車、OEMとアフターマーケット、センシング技術動向、アナログとデジタル半導体市場

ADVANCE DRIVER ASSISTANCE SYSTEM (ADAS) AND AUTONOMOUS DRIVING (AD) MARKET - Edition 2019

ADAS and Autonomous Driving: Analysis on SAE Automation Level 1 to Level 5, Passenger and Commercial Vehicles, OEM and Aftermarket, Sensing Technologies Trend, and Analog & Digital Semiconductor Content Market

 

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世界の先進運転支援システム(ADAS)と自動運転(AD)市場調査 2019年 - ADVANCE DRIVER ASSISTANCE SYSTEM (ADAS) AND AUTONOMOUS DRIVING (AD) MARKET - Edition 2019 (M14 Intelligence)この調査レポートは世界のADASと自動運転市場を調査し、SAEレベル(レベル1~レベル5)、乗用車と商用車の自動化技術普及率、半導体を内蔵したRadar、カメラ、LiDAR、超音波市場、特にセンサーフュージョンと人工知能(AI)について詳述しています。

主な調査内容

  1. 乗用車の生産と販売の分析
  2. SAEレベル
    1. SAE Level 0 - 運転自動化なし
    2. SAE Level 1 - 運転者支援 (ADAS)
    3. SAE Level 2 - 部分的運転自動化
    4. SAE Level 3 - 条件付運転自動化
    5. SAE Level 4 - 高度運転自動化
    6. SAE Level 5 - 完全運転自動化
  3. ADASと自律型走行のアナログ半導体コンテント(センサ)
    1. カメラセンサまたはイメージセンシング
    2. 超音波センサ
    3. レーダーセンサ
    4. LiDARセンサ
    5. 人工知能とセンシングアルゴリズム
  4. 地域別および国別市場
  5. OEM
  6. 技術サプライヤ - 250以上のティア1とティア2企業が対象

主な掲載内容

  1. エグゼクティブサマリー
  2. 調査範囲とメソドロジー
  3. 変わりつつある産業ダイナミクス
  4. ADASと自動運転車両市場
  5. 自動運転産業向け画像表示とセンシング
  6. 自律走行車両向けレーダー
  7. 自律走行車向けライダー市場

TOP

We estimate that ~63.9 million passenger cars will be sold with some kind of autonomous features by 2030

By 2030, there will be more cars sold globally with ADAS features than without. Specifically, ~30 million cars will be ADAS featured, ~24 million cars will be with Level 2 capability, ~6 million cars with Level 3 features, and 5.3 million cars will be highly autonomous and driverless

Autonomous driving or autonomous vehicle along with the ADAS is poised to change the complete auto industry dynamics in next 5 to 10 years. The change will not be restricted to the auto makers or suppliers or dealers. The change will be phenomenal which will impact the manufacturing industry, telecom industry, financial districts, insurance hubs, political dynamics, and technology clusters across the globe. Today, vehicle automation is in the form of advance driver assistance system but with the recent introduction of partial automation systems or Level 2 systems the change is already in its way.

In the last 24 months, the industry has witnessed acceleration in development strategies in form of technological advancements, mergers and acquisitions, partnerships and collaborations, and expansions. All of the strategic developments by different players across the industry supply-chain ensure they are not let behind in the race to develop and deploy driverless cars. The scale of some of these transactions underlines the seriousness with which all stakeholders are approaching the issue. What was once thought to be science fiction is likely to become a reality much sooner than most people are aware.

The report focuses on the below broader sections of the market

  1. Changing dynamics of the auto industry
    1. Key benefits, drivers, challenges, and opportunities in adoption of ADAS & autonomous driving
    2. Public funding projects
    3. Autonomous driving from customer’s perspective
    4. Impact of ADAS & autonomous driving on auto industry as a whole
    5. Regulations and its impact of ADAS & autonomous driving, by country level assessment
    6. Mobility-as-a-service, EV, and ADAS & autonomous driving ?  correlation and impact
  2. Increasing competition in the market
    1. ADAS & autonomous vehicle industry value chain
    2. Recent strategic developments and its impact
    3. OEMs & competition
    4. Technology suppliers & competition
    5. Biggest R&D spenders
    6. Assessment of OEMs and suppliers strategies
    7. Company profiles - OEMs & technology suppliers
  3. ADAS market estimation and forecasts - country level analysis
  4. Autonomous driving market estimation and forecasts
    1. SAE level 2 to level 5 vehicle sales estimation and forecasts
    2. Country level vehicle sales analysis for SAE level 2 to level 5
  5. Penetration of ADAS and autonomous driving technology in auto sales
    1. Global and country level ADAS and autonomous driving technology (SAE level 1 to level 5) market penetration
  6. Market estimation and forecast of analog semiconductor content in ADAS and autonomous driving
    1. Individual sensors and sensor fusion technology market assessment for ADAS and autonomous driving
    2. Sensors covered - camera, radar, ultrasonic, and LiDAR

Report Highlights

Pages Analysis: 300+
Companies Analysed: 250+
Data Tables: 180+
Infograhs: 150+
Exclusive Interviews: 60+
Companies Profiled: 30+
Market Segmentation: 5 Level
Regions Analyzed: 5+
Countries Analysis: 10+

Key Questions Report Answers

  1. What is the status of vehicle automation in 2018 and 2019? And how will it change over the period of next 20 years?
  2. Which markets are currently leading in vehicle automation and which markets are expected to make significant difference in the future?
  3. Which type of ADAS and Level 2 solutions are currently being developed by the Tier 1 suppliers and what kind of sensors are being used in such solutions?
  4. What is the penetration rate of SAE Level 1 and 2 in car sales across different markets in 2018 and 2019? And what is the expected penetration rate of SAE Level 3 and above solutions across different geographies and markets between 2019 and 2030?
  5. Which OEMs lead L2 deployment in 2018 and 2019 and why?
  6. What changes in 2017 in terms of deployment of L2 and L3?
  7. What are the regulatory and engineering challenges carmakers face for the deployment of higher level of vehicle autonomy?
  8. What is the status of Autonomous Driving regulation in major car markets?
  9. What are the differences in the legal and regulatory framework in Europe and the United States and how this will it affect L3-5 deployment?
  10. Which geography presents the most favorable environment for deployment of Level 3- 5?
  11. What breakthroughs are required in the area of SW/HW and validation for L3-5?
  12. How carmakers, Tier-1s and new-entrants, including tech giants plan to overcome the challenges and commercialize autonomous driving?
  13. How do leading OEMs plan to achieve L4/5 capabilities and when?
  14. What are the major OEM strategies, new business models and key collaborations?
  15. Why leading Tier-1s are well positioned to monetize ADAS growth?
  16. Who will lead and who will follow in the autonomous vehicle race?
  17. What are the trends by ADAS levels in Top Premium OEMs’ model range during 2017-19?
  18. Which are the recent mergers and acquisitions by the players across the ecosystem that has the potential to highly impact the autonomous driving market?
  19. What are the different sensor fusion technologies expected to launch in the recent future?
  20. Which type of sensors market among camera, radar, ultrasonic, and LiDAR will be highly profitable?
  21. What are the sales, market size, and pricing trend of sensing technologies in ADAS and autonomous driving market from 2018 to 2030?
  22. Which type of emerging sensing technologies will be a threat for the current technologies in the market?

Research Methodology

The report is a comprehensive, 360 degree look at the ADAS and autonomous vehicles industry. This research study is an outcome of 12 months of desk research which includes extensive use of secondary research directories and databases. By interviewing the marketplace and leveraging M14 Automotive Intelligence experience as a global thought leaders in automotive industry and skills in forecasting and analysis, we are confident that we have constructed the most comprehensive and insightful research study on ADAS and Autonomous Vehicles available in the market. The research methodology adopted for the study is based on the following outlined building blocks.

1. Ecosystem analysis

This stage of research focuses on understanding, analyzing, and shortlisting leading players operating in the ADAS and Autonomous Cars industry ? OEMs, Tier 1 Suppliers, Tier 2 Suppliers, and other Technology Providers (14 ? OEMS and 256 Technology Providers Analyzed). The organic and inorganic growth strategies adopted by these players across the value chain are analyzed, which are product developments and launches, strategic partnerships, expansions, and mergers and acquisitions. This stage also includes the analysis of regulatory frameworks in place, safety ratings, and market readiness in different countries across all the major geographies

2. Supply and demand side analysis
This stage of research focuses on identifying historical PC sales trend and estimating the future trend of sales demand. The supply and demand of components used in the ADAS and Autonomous Vehicle and the timeline of the launch of products and services are also analyzed in this phase of the research.

3. Technological analysis
Examining the different technological features and building blocks of ADAS and Autonomous driving solutions available in the market is done this phase of the research. The technology cost and sales model with the market impact is also critically analyzed in the technological analysis phase of the research.

4. Estimation and forecast
With all sales data, adoption rates, market penetration rates, market trends, factors and future impacts available, the estimation and forecasting on this available data is conducted using proprietary trend tracking model.

5. Validating and precision making
The validating of our research study and sourcing other related information is done by interviewing industry experts and company insiders along with the industry stakeholders. The information and data points sourced through interview process is approximately 40% of the total research process.

Scope and Coverage

1. Passenger Cars (PC) Production and Sales Analyzed

2. SAE Levels of Autonomy Analyzed

  1. SAE Level 0 - No Automation
  2. SAE Level 1 - Advanced Driver Assistance (ADAS)
  3. SAE Level 2 - Partial Automation
  4. SAE Level 3 - Conditional Automation
  5. SAE Level 4 - High Automation
  6. SAE Level 5 - Full Automation/Driverless Cars

3. ADAS and Autonomous Driving Analog Semiconductor Content (Sensors) Analyzed

a. Camera Sensor or Image Sensing

The camera sensor used in ADAS and Autonomous driving is analyzed based on the technology of camera sensing ? Monocular Camera, Stereo Camera, and Tri-focal Camera. The camera positioning in an autonomous car is also analyzed which includes ? driver monitoring or in-dash camera, front-view camera, rear-view camera, and surround-view camera.

b. Ultrasonic Sensor

c. Radar Sensor

The radar sensor used in ADAS and Autonomous driving solutions is analyzed based on the technology of radar sensing ? short-range radar and medium and long-range radar.

 d. LiDAR Sensor

The LiDAR sensor used in Autonomous driving solutions is analyzed based on the technology of LiDARs developed in the market - mechanical or rotating LiDAR and solid-state LiDAR. Qualitative information on technologies such as scanning MEMS mirror LiDAR, flash LiDAR, non-scanning LiDAR, and IR LiDAR is also covered extensively in the report.

e. Artificial Intelligence & Sensing Algorithms

f. Sensor Fusion

4. Regional and Country-level Markets Analyzed

7 Regions Analyzed are ? NAFTA, Western Europe, Asia Pacific, Central & South America, Eastern & Central Europe, Middle East and Africa

10+ Countries Analyzed ? U.S., Germany, Japan, China, and U.K. among others

5. OEMs Analyzed

BMW, Daimler, FCA, Ford, GM, PSA, Honda, Hyundai, Kia, Renault-Nissan, Suzuki, Tesla, Toyota, Volkswagen, Volvo, and new entrants

6. Technology Suppliers Analyzed

More than 250 players analyzed among Tier 1s, Tier 2s, Shared Mobility providers, Mapping & Navigation Providers, and other technology players. Few of the 30 profiled companies are Bosch, Continental, Denso, Delhi, Qualcomm, Mobileye, Baidu, and Velodyne among many others.



目次

CONTENTS

1. EXECUTIVE SUMMARY ........................ 15

2. RESEARCH SCOPE AND METHODOLOGY ................. 25

2.1. SCOPE OF THE STUDY ...................... 26
2.2. METHODOLOGY ......................... 35

3. CHANGING INDUSTRY DYNAMICS ................... 37

3.1. ADAS AND AUTONOMOUS FUNCTIONS .................. 38

3.1.1. ADAS COGNITIVE PROCESSES .................... 38
3.1.2. THE MANY LEVELS OF AUTOMATION .................. 38
3.1.3. SAE LEVELS USED BY THE INDUSTRY ................ 40

3.2. BENEFITS, DRIVERS, CHALLENGES, AND OPPORTUNITIES IN ADOPTION OF AUTONOMOUS DRIVING ............................ 42

3.2.1. BENEFITS ........................... 43
3.2.2. OPPORTUNITIES ....................... 45
3.2.3. DRIVING FACTORS ...................... 56
3.2.4. CHALLENGES .......................... 57

3.3. AUTONOMOUS DRIVING PROJECTS .................. 59

3.3.1. GOVERNMENT FUNDED PROJECTS .................... 59
3.3.2. PRIVATE FUNDED PROJECTS .................... 61

3.4. R&D EXPENSES IN AUTONOMOUS DRIVING................ 63

3.4.1. R&D EXPENSES OF CAR MAKERS .................. 63
3.4.2. TOP AUTOMOTIVE SUPPLIERS R&D EXPENSES ................ 68

3.5. AUTONOMOUS DRIVING FROM BUYERS PERSPECTIVE............ 71

3.6. ACCESSING COUNTRIES’ AUTONOMOUS VEHICLES READINESS INDEX ........ 73

3.6.1. GOVERNMENT’S ROLE IN COUNTRY’S AV READINESS ............ 74
3.6.2. SOCIAL ACCEPTANCE ...................... 74
3.6.3. EASE OF ADOPTION ....................... 75
3.6.4. TECHNOLOGICAL ADVANCEMENTS .................. 75

3.7. ASSESSING COUNTRIES’ AUTONOMOUS DRIVING REGULATIONS AND IMPACT...... 76

3.7.1. NORTH AMERICA ....................... 76
3.7.2. EUROPE ........................... 78
3.7.3. LATIN AMERICA ......................... 79
3.7.4. AUSTRALASIA.......................... 79
3.7.5. SOUTHEAST ASIA ........................ 80

3.8. MOBILITY AS A SERVICE, EV, AND AUTONOMOUS DRIVING - CORRELATION AND IMPACT .... 81
3.9. SHARED MOBILITY - AUTONOMOUS VEHICLES BIGGEST MARKEKT OPPORTUNITY .... 85
3.10. CONNECTED AND AUTONOMOUS VEHICLES - COST TO BUYERS ........... 87

3.11. MAPPING AND NAVIGATION MARKET - BENEFITTED FROM AV........... 89

3.11.1. HERE MAPS .......................... 91
3.11.2. TOMTOM .......................... 92
3.11.3. CIVIL MAPS ......................... 93
3.11.4. NAVINFO .......................... 93
3.11.5. ZENRIN .......................... 93
3.11.6. LVL5 ............................. 94
3.11.7. MAPBOX ........................... 94
3.11.8. DEEPMAP ........................... 95
3.11.9. USHR ........................... 95
3.11.10. CARMERA ........................ 95
3.11.11. MOMENTA .......................... 96
3.11.12. MAPILLARY ........................ 96

3.12. HIGH PRECISION GNSS IN AUTONOMOUS VEHICLES ................ 97

3.12.1. HEXAGON AB ........................ 99
3.12.2. TRIMBLE INC. ........................ 99
3.12.3. QUALCOMM TECHNOLOGIES, INC. .................. 100
3.12.4. SWIFT NAVIGATION ...................... 100
3.12.5. STMICROELECTRONICS ...................... 101
3.12.6. U-BLOX ........................... 101
3.12.7. SBG SYSTEMS ......................... 101
3.12.8. FURUNO ELECTRIC CO. LTD. ................... 101
3.12.9. TAOGLAS .......................... 102
3.12.10. OXFORD TECHNICAL SOLUTIONS LTD. .................. 102
3.12.11. MAXTENA.......................... 102
3.12.12. TELIT ............................ 102
3.12.13. OROLIA SA .......................... 102
3.12.14. NXP SEMICONDUCTORS NV ..................... 103
3.12.15. TERSUS GNSS INC. ...................... 103
3.12.16. HELIX TECHNOLOGIES LTD. ..................... 103
3.12.17. TE CONNECTIVITY LTD. .................... 103
3.12.18. SEPTENTRIO ......................... 104
3.12.19. JAVAD GNSS INC........................ 104
3.12.20. TALLYSMAN WIRELESS INC. .................... 104

4. ADAS AND AUTONOMOUS VEHICLES MARKET ................. 105

4.1. ASSUMPTIONS FOR MARKET SIZE ESTIMATION AND FORECAST .......... 106
4.2. ADAS / LEVEL 1 CARS ...................... 109
4.3. PARTIAL AUTOMATION / LEVEL 2 CARS ................... 111
4.4. CONDITIONAL AUTOMATION / LEVEL 3 CARS.................. 113
4.5. HIGH - FULL AUTOMATION / LEVEL 4/5 CARS ................ 115
4.6. ROBOTIC VEHICLE SALES ....................... 117

5. IMAGE VIEWING AND SENSING FOR AD INDUSTRY ................ 118

5.1. CAMERA FOR AUTONOMOUS DRIVING - SUMMARY ................ 119
5.2. FORWARD ADAS MONOCULAR CAMERA .................. 128
5.3. FORWARD ADAS STEREO CAMERA .................... 131
5.4. FORWARD ADAS TRIPLE/TRIFOCAL CAMERA ................ 134

SIDE-MIRROR REPLACEMENT CAMERA ....... 142

6. RADAR MARKET FOR AUTONOMOUS VEHICLES .............. 145

6.1. RADAR MARKET - KEY INSIGHTS..................... 146
6.2. SHORT-RANGE AND MEDIUM-RANGE RADAR ................ 150
6.3. LONG-RANGE RADAR ...................... 152
6.4. HIGH RESOLUTION IMAGING RADAR/ 4D RADAR .............. 154
6.5. RADAR SUPPLIER IN ADAS AND AD INDUSTRY ................. 155

6.5.1. ARBE ROBOTICS ........................ 155

6.5.2. INFINEON TECHNOLOGIES .................... 157
6.5.3. UHNDER ............................ 158
6.5.4. GHOSTWAVE ......................... 159
6.5.5. METAWAVE CORPORATION ..................... 159
6.5.6. INNOSENT GMBH ....................... 159
6.5.7. ECHODYNE ......................... 160
6.5.8. OCULII .......................... 160
6.5.9. VAYYAR IMAGING ...................... 160
6.5.10. STERADIAN SEMICONDUCTORS ................... 160
6.5.11. LUNEWAVE .......................... 161
6.5.12. WAVESENSE .......................... 161
6.5.13. SMARTMICRO ........................ 161
6.5.14. AINSTEIN ........................... 161
6.5.15. RFISEE............................ 162
6.5.16. ZENDAR.......................... 162

7. LIDAR MARKET FOR AUTONOMOUS VEHICLES ................ 163

7.1. LIDAR MARKET - KEY INSIGHTS SUMMARY ................. 164

7.1.1. MANY LIDAR TECHNOLOGIES - BUT WHICH ONES WILL LEAD AND BE READY FOR MASS
DEPLOYMENT- ............................ 164
7.1.2. WHAT WILL BE THE TARGET COST OF LIDAR AT HIGH VOLUMES- ......... 166
7.1.3. NUMBER OF LIDAR REQUIRED TO ACHIEVE 360-DEGREE SURROUND VIEW - FOR OEM AND ROBOTIC CARS ............................ 167
7.1.4. WHEN AND WHICH LIDAR TECHNOLOGIES WILL HIT HIGH VOLUME PRODUCTION-.... 168
7.1.5. WHO IS CURRENTLY LEADING THE RACE FOR LIDAR DEVELOPMENT- ...... 170

7.2. MECHANICAL SCANNING LIDAR ..................... 171

7.3. SOLID-STATE LIDAR ........................ 175

7.3.1. SOLID-STATE MEMS ........................ 176
7.3.2. SOLID-STATE OPA (OPTICAL PHASED ARRAY) LIDAR ............. 176
7.3.3. 3D FLASH LIDAR ......................... 177

7.4. OTHER LIDAR TECHNOLOGIES ...................... 179

7.4.1. FREQUENCY MODULATED CONTINUOUS WAVE LIDAR ............. 179
7.4.2. IMAGE GRADE LIDAR ...................... 179
7.4.3. SPECTRUM SCAN ...................... 179

7.5. LIDAR COMPANIES ASSESSMENT ................... 180

7.5.1. AEYE ............................ 182
7.5.2. BARAJA .......................... 182
7.5.3. BLICKFELD .......................... 182
7.5.4. CEPTON TECHNOLOGIES .................... 183
7.5.5. HESAI PHOTONICS TECHNOLOGY .................. 183
7.5.6. IBEO AUTOMOTIVE SYSTEMS ..................... 184
7.5.7. INNOVIZ TECHNOLOGIES .................... 185
7.5.8. INNOVUSION .......................... 186
7.5.9. LEDDARTECH ........................ 186
7.5.10. LEISHEN INTELLIGENT SYSTEMS .................... 187
7.5.11. LUMINAR TECHNOLOGIES ..................... 188
7.5.12. QUANERGY SYSTEMS ....................... 188
7.5.13. ROBOSENSE .......................... 190
7.5.14. SENSE PHOTONICS ...................... 190
7.5.15. SURESTAR .......................... 191
7.5.16. TETRAVUE ........................ 191
7.5.17. TRILUMINA CORPORATION .................... 192
7.5.18. VELODYNE LIDAR ...................... 192
7.5.19. XENOMATIX ........................ 194
7.5.20. AEVA ............................ 195
7.5.21. BENEWAKE ......................... 195
7.5.22. BLACKMORE SENSOR AND ANALYTICS ................. 195
7.5.23. GENIUS PRO .......................... 196
7.5.24. JSLIDAR.......................... 196
7.5.25. LIVOX ........................... 197
7.5.26. LUMOTIVE ......................... 198
7.5.27. MIRADA TECHNOLOGIES ..................... 198
7.5.28. NODAR............................ 198
7.5.29. NEPTEC TECHNOLOGIES .................... 198
7.5.30. OUSTER ............................ 198
7.5.31. PANASONIC ........................ 199
7.5.32. PIONEER ........................... 199
7.5.33. SOS LABS ......................... 199
7.5.34. STROBE INC. (ACQUIRED BY GM CRUISE LLC) ................ 199
7.5.35. TURBOROTO.......................... 200
7.5.36. ZVISION .......................... 200

LIST OF FIGURES

FIGURE 2-1 SOCIETY OF AUTOMOTIVE ENGINEERS (SAE) LEVELS OF AUTOMATION ......... 39
FIGURE 2-2 THE U.K. REPRESENTATION OF THE SAE LEVELS............... 39
FIGURE 2-3 R&D EXPENSE RATIO OF LEADING AUTOMOTIVE OEMS ............. 63
FIGURE 2-4 R&D EXPENSE RATIO OF LEADING AUTOMOTIVE SUPPLIERS IN AUTONOMOUS DRIVING INDUSTRY 68
FIGURE 2-5 AUTONOMOUS VEHICLE READINESS INDEX SCORES BY COUNTRY ........... 73
FIGURE 2-6 GOVERNMENT’S ROLE INDEX SCORE IN COUNTRY’S ROLE IN COUNTRY’S AV READINESS .... 74
FIGURE 2-7 SOCIAL ACCEPTANCE INDEX SCORE IN COUNTRY’S AV READINESS ............ 74
FIGURE 2-8 EASE OF ADOPTION SCORE FOR COUNTRY’S AV READINESS............ 75
FIGURE 2-9 TECHNOLOGICAL ADVANCEMENTS SCORE FOR COUNTRY’S AV READINESS ......... 75
FIGURE 3-1OEM PASSENGER CARS AND ROBOTIC VEHICLE SALES, BREAKDOWN BY LEVELS OF AUTOMATION, 2018 - 2030 ............................. 108
FIGURE 3-2 ADAS/LEVEL 1 EQUIPPED CAR SALES FORECAST ............... 109
FIGURE 3-3 LEVEL 1 CAR SALES - BY REGION, 2019 AND 2030 ............... 110
FIGURE 3-4 TOP LEVEL 1 CAR SALES MARKETS .................. 110
FIGURE 3-5 PARTIAL AUTOMATED CARS / LEVEL 2 CARS SALES, GROWTH, AND MARKET PENETRATION SNAPSHOT .................................. 111
FIGURE 3-6 TOP LEVEL 2 / PARTIAL AUTOMATED CARS MARKETS, 2019 AND 2030 ........ 112
FIGURE 3-7 LEVEL 2/ PARTIAL AUTOMATED CAR SALES - BY REGION, 2019 .......... 112
FIGURE 3-8LEVEL 3 CAR SALES AND MARKET PENETRATION SNAPSHOT ............. 113
FIGURE 3-9 TOP LEVEL 3 CARS MARKETS, 2021 AND 2030 ................ 114
FIGURE 3-10 LEVEL 3 / CONDITIONAL AUTOMATED CAR SALES - BY REGION, 2021 AND 2030 ..114
FIGURE 3-11 LEVEL 4 AND 5 CAR SALES DEMAND ESTIMATION AND FORECAST SNAPSHOT...... 115
FIGURE 3-12 HIGHLY AUTONOMOUS CARS SALES DEMAND ESTIMATION - BY REGION, 2030 ... 116
FIGURE 3-13 TOP MARKETS FOR LEVEL 4 AND 5 CARS, 2025 AND 2030 ............ 116
FIGURE 3-14 ROBOTIC VEHICLE SALES DEMAND FORECAST, 2019 - 2030 ............. 117
FIGURE 4-1 CAMERA SENSING TECHNOLOGY COMPARISON .............. 120
FIGURE 4-2 ADAS FUNCTIONS SERVED BY CAMERA TECHNOLOGIES .............. 120
FIGURE 4-3 AUTOMOTIVE IMAGE SENSOR SUPPLIERS MARKET SHARE, 2018 (%) ......... 121
FIGURE 4-4 IMAGING PLAYERS ECOSYSTEM IN ADAS AND AUTONOMOUS DRIVING INDUSTRY ...127
FIGURE 4-5 MONO CAMERA MODULE SALES DEMAND, 2018 - 2030 ............. 128
FIGURE 4-6 FORWARD MONO CAMERA SALES DEMAND BY LEVELS OF AUTOMATION, 2019 - 2030 ... 129
FIGURE 4-7 MONO CAMERA MARKET SIZE, 2019 - 2030 .................. 129
FIGURE 4-8 FORWARD MONO CAMERA MARKET SIZE BY LEVELS OF AUTOMATION, 2019 - 2030 ... 129
FIGURE 4-9 FORWARD STEREO CAMERA SALES, 2019 - 2030 ................ 131
FIGURE 4-10 FORWARD STEREO CAMERA MARKET SIZE AND PRICING TREND, BY LEVELS OF AUTOMATION ... 132
FIGURE 4-11 FORWARD STEREO CAMERA SALES DEMAND, BY LEVELS OF AUTOMATION ....... 132
FIGURE 4-12 FORWARD ADAS TRIFOCAL CAMERA SALES DEMAND ............ 134
FIGURE 4-13 THERMAL CAMERA SALES DEMAND, 2018 - 2030 ............... 137
FIGURE 4-14 THERMAL CAMERA ADOPTION TREND BY LEVELS OF AUTOMATION ......... 137
FIGURE 4-16 THERMAL CAMERA PRICING TREND, 2019 - 2030 ............... 138
FIGURE 4-16 THERMAL CAMERA MARKET SIZE, 2019 - 2030 ................ 138
FIGURE 4-17 DRIVER MONITORING CAMERA SALES DEMAND AND MARKET SIZE, 2019 - 2030 ...140
FIGURE 4-18 DASH CAMERA SALES DEMAND AND MARKET SIZE, 2019 - 2030 .......... 140
FIGURE 5-1 SRR, MRR, & LRR SALES AND MARKET SIZE SNAPSHOT ............. 146
FIGURE 5-2 RADAR SUPPLIER ECOSYSTEM IN ADAS AND AUTONOMOUS DRIVING INDUSTRY .. 149
FIGURE 5-3 SRR & MRR SALES DEMAND, MARKET SIZE, PRICING TREND, AND CONTENT PER VEHICLE SNAPSHOT, 2019 - 2030 ............................. 151
FIGURE 5-4 LRR SALES DEMAND, MARKET SIZE, PRICING TREND, AND CONTENT PER VEHICLE SNAPSHOT .. 153
FIGURE 7-1 LIDAR TECHNOLOGY PROVIDERS - BY TECHNOLOGY TYPES ............. 164
FIGURE 7-2 LIDAR PRICE FORECAST FOR HIGH VOLUME PRODUCTION - BREAKDOWN BY MECHANICAL AND SOLID STATE TECHNOLOGY ........................... 166
FIGURE 7-3 AVERAGE NUMBER OF LIDAR REQUIRED PER VEHICLE - BY LEVEL3, 4 AND 5 ...... 167
FIGURE 7-4 LIDAR SALES FORECAST - BREAKDOWN BY MECHANICAL SCANNING, SOLID-STATE AND FLASH LIDAR TECHNOLOGY .............................. 168
FIGURE 7-5 LIDAR SALES FORECAST - BREAKDOWN BY OEM CARS AND ROBOTIC VEHICLES ... 169
FIGURE 7-6 LIDAR TECHNOLOGY PROVIDERS ANALYSIS .................. 170
FIGURE 7-7 MECHANICAL SCANNING LIDAR TECHNOLOGY SUPPLIERS - BY REGION ........ 171
FIGURE 7-8 MULTI-CHANNEL MACRO MECHANICAL SCANNING LIDAR COMPARISON - BY LEADING BRANDS, SPECIFICATION, AND PRICE ........................ 172
FIGURE 7-9 MECHANICAL SCANNING LIDAR MARKET SNAPSHOT ................ 173
FIGURE 7-10 SOLID-STATE LIDAR COMPANIES - BY REGION ............... 175
FIGURE 7-11 SOLID-STATE LIDAR MARKET SNAPSHOT - SALES DEMAND, MARKET SIZE, AND PRICING ANALYSIS .................................. 178

LIST OF TABLES

TABLE 3-1 NVIDIA INORGANIC GROWTH STRATEGY IN AUTONOMOUS DRIVING INDUSTRY ....... 48
TABLE 3-2 AIMOTIVE INORGANIC DEVELOPMENT STRATEGY ................ 49
TABLE 3-3 ARGO AI INORGANIC DEVELOPMENT STRATEGY ............... 49
TABLE 3-4 IBM WATSON INORGANIC DEVELOPMENT STRATEGY ................ 50
TABLE 3-5 INTEL INORGANIC DEVELOPMENT STRATEGY ................. 51
TABLE 3-6MICROSOFT INORGANIC DEVELOPMENT STRATEGY ............... 52
TABLE 3-7 NUANCE COMMUNICATION INORGANIC DEVELOPMENT STRATEGY .......... 53
TABLE 3-8 PONY.AI INORGANIC DEVELOPMENT STRATEGY ............... 53
TABLE 3-9 ROADSTART.AI INORGANIC DEVELOPMENT STRATEGY ............... 53
TABLE 3-10 DRIVE.AI INORGANIC DEVELOPMENT STRATEGY................ 54
TABLE 3-11 PLUSAI INORGANIC DEVELOPMENT STRATEGY ............... 54
TABLE 3-12 ASCENT ROBOTICS INORGANIC DEVELOPMENT STRATEGY ............ 54
TABLE 3-13SENSETIME INORGANIC GROWTH STRATEGY ................ 54
TABLE 3-14 CORTICA INORGANIC DEVELOPMENT STRATEGY ............... 55
TABLE 3-15 MOMENTA INORGANIC DEVELOPMENT STRATEGY ................ 55
TABLE 3-16 GOVERNMENT OF U.K. FUNDING FOR DRIVERLESS TECHNOLOGY ............ 60
TABLE 3-17 RECENT PRIVATE FUNDED AUTONOMOUS DRIVING INDUSTRY PROJECTS .......... 61
TABLE 3-18 VW R&D EXPENDITURE ........................ 64
TABLE 3-19 AUDI R&D EXPENDITURE ........................ 65
TABLE 3-20 DAIMLER R&D EXPENDITURE ...................... 65
TABLE 3-21 MERCEDES BENZ R&D EXPENDITURE .................... 65
TABLE 3-22 BMW R&D EXPENDITURE ........................ 66
TABLE 3-23 TOYOTA R&D EXPENDITURE ..................... 66
TABLE 3-24 FORD R&D EXPENDITURE ...................... 66
TABLE 3-25 VOLVO R&D EXPENDITURE .................... 67
TABLE 3-26 NISSAN R&D EXPENDITURE ...................... 67
TABLE 3-27 TESLA R&D EXPENDITURE ..................... 67
TABLE 3-28 GM R&D EXPENDITURE ........................ 67
TABLE 3-29 HYUNDAI R&D EXPENDITURE ...................... 67
TABLE 3-30 HONDA R&D EXPENDITURE ...................... 68
TABLE 3-31 IIHS RATINGS-2019 WINNER MODELS OF MINICARS, MID-SIZE LUXURY, MID -SIZE AND SMALL CARS 77
TABLE 3-32 EURO NCAP 2019 RATINGS FOR CARS ................... 79
TABLE 3-33 ANCAP STAR RATINGS FOR CARS .................... 79
TABLE 3-34 ASEAN NCAP STAR RATINGS FOR CARS IN 2018-19 ............... 80
TABLE 3-35 PARTNERSHIPS BETWEEN OEM AND RIDESHARING COMPANIES GLOBALLY ....... 86
TABLE 3-36 ADDITIONAL EQUIPMENT AND SERVICES FOR AUTONOMOUS VEHICLES ........ 87
TABLE 3-37 HERE MAPS INORGANIC DEVELOPMENT STRATEGIES ............... 91
TABLE 3-38 TOMTOM’S INORGANIC DEVELOPMENT STRATEGIES .............. 92
TABLE 3-39 CIVIL MAPS INORGANIC DEVELOPMENT STRATEGIES ................ 93
TABLE 3-40 NAVINFO INORGANIC DEVELOPMENT STRATEGIES ............... 93
TABLE 3-41 ZENRIN INORGANIC DEVELOPMENT STRATEGIES .............. 93
TABLE 3-42 LVL 5 INORGANIC DEVELOPMENT STRATEGIES ............... 94
TABLE 3-43 MAPBOX INORGANIC DEVELOPMENT STRATEGIES ............... 94
TABLE 3-44 DEEPMAP INORGANIC DEVELOPMENT STRATEGIES ................ 95
TABLE 3-45 USHR INORGANIC DEVELOPMENT STRATEGIES ................. 95
TABLE 3-46 CARMERA INORGANIC DEVELOPMENT STRATEGIES ................ 95
TABLE 3-47 MOMENTA INORGANIC DEVELOPMENT STRATEGIES ............... 96
TABLE 3-48 MAPILLARY INORGANIC DEVELOPMENT STRATEGIES ................ 96
TABLE 3-49 HEAGON AB INORGANIC DEVELOPMENT STRATEGIES ............... 99
TABLE 3-50 TRIMBLE INORGANIC DEVELOPMENT STRATEGIES ............... 99
TABLE 3-51 QUALCOMM INORGANIC DEVELOPMENT STRATEGIES ............. 100
TABLE 3-52 SWIFT NAVIGATION INORGANIC DEVELOPMENT STRATEGIES ............ 100
TABLE 3-53 STMICROELECTRONICS INORGANIC DEVELOPMENT STRATEGIES........... 101
TABLE 3-54 U-BLOX INORGANIC DEVELOPMENT STRATEGIES ............... 101
TABLE 3-55 TAOGLAS INORGANIC DEVELOPMENT STRATEGIES ............... 102
TABLE 3-56 NXP SEMICONDUCTOR INORGANIC DEVELOPMENT STRATEGIES ............ 103
TABLE 3-57 TE CONNECTIVITY INORGANIC DEVELOPMENT STRATEGIES ........... 103
TABLE 3-58 SEPTENTRIO INORGANIC DEVELOPMENT STRATEGIES ............ 104
TABLE 5-1 CMOS IMAGE SENSOR SUPPLIERS - PARTNERSHIP MAPPING ........... 122
TABLE 5-2 PARTNERSHIP MAPPING - OEMS & MODELS, TIER 1S, CAMERA SYSTEM SUPPLIERS, AND IMAGE SENSOR SUPPLIERS ............................ 123
TABLE 5-3 MONO CAMERA SUPPLIERS MAPPING ................... 130
TABLE 5-4 STEREO CAMERA SUPPLIERS MAPPING ................... 133
TABLE 5-5 NIGHT VISION CAMERA SUPPLIER MAPPING .................. 138
TABLE 5-6 DRIVER MONITORING SYSTEM COMPANIES PARTNERSHIPS IN AUTONOMOUS DRIVING INDUSTRY . 140
TABLE 6-1 SRR, MRR, AND LRR SUPPLIERS MAPPING WITH TIER 1S AND OEMS ............ 147
TABLE 6-2 RADAR: PRODUCT COMPARISON ................... 148
TABLE 6-3 ARBE ROBOTICS - PRODUCTS AND FEATURES ............... 155
TABLE 6-4 ARBE ROBOTICS INORGANIC DEVELOPMENT STRATEGIES ............. 156
TABLE 6-5 INFINEON TECHNOLOGIES INORGANIC DEVELOPMENT STRATEGIES ........... 157
TABLE 6-6 UHNDER INORGANIC DEVELOPMENT STRATEGIES ............... 158
TABLE 6-7 METAWAVE CORPORATION INORGANIC DEVELOPMENT STRATEGIES ......... 159
TABLE 7-1 PARTNERSHIPS BETWEEN LIDAR PLAYERS, OEMS, AND TIER 1S - LAUNCH YEAR, SAE LEVEL, AND LIDAR PRICE .............................. 165
TABLE 7-2 PARTNERSHIPS BETWEEN LIDAR PLAYERS, OEMS, RIDE HAILING COMPANIES, AND TIER 1S - LAUNCH YEAR, SAE LEVEL, AND LIDAR PRICE ........................ 165
TABLE 7-4 BLICKFELD PRODUCT SPECIFICATION ................... 182
TABLE 7-5 CEPTON TECHNOLOGIES - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS ... 183
TABLE 7-6 CEPTON TECHNOLOGIES RECENT INORGANIC GROWTH STRATEGIES ........ 183
TABLE 7-7 HESAI PHOTONICS TECHNOLOGY - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS 184
TABLE 7-8 IBEO AUTOMOTIVE SYSTEMS - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS .. 184
TABLE 7-9 IBEO AUTOMOTIVE SYSTEMS RECENT INORGANIC GROWTH STRATEGIES .......... 184
TABLE 7-10 INNOVIZ TECHNOLOGIES - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS .... 185
TABLE 7-11 INNOVIZ TECHNOLOGIES RECENT INORGANIC GROWTH STRATEGIES .......... 185
TABLE 7-12 LEDDARTECH - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS ...... 186
TABLE 7-13 LEDDARTECH’S RECENT INORGANIC GROWTH STRATEGIES ........... 187
TABLE 7-14 LUMINAR TECHNOLOGIES RECENT INORGANIC GROWTH STRATEGIES ........ 188
TABLE 7-15 QUANERGY SYSTEMS - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS ...... 189
TABLE 7-16 QUANERGY SYSTEMS RECENT INORGANIC GROWTH STRATEGIES ............ 189
TABLE 7-17 QUANERGY SYSTEMS RECENT ORGANIC GROWTH STRATEGIES.......... 189
TABLE 7-18 ROBOSENSE - MECHANICAL SCANNING LIDAR SPECIFICATION, PARTNERS, AND VEHICLE MODELS... 190
TABLE 7-19 ROBOSENSE - SOLID-STATE LIDAR SPECIFICATION, PARTNERS, AND VEHICLE MODELS ..... 190
TABLE 7-20 ROBOSENSE RECENT INORGANIC GROWTH STRATEGIES ............. 190
TABLE 7-21 SENSE PHOTONICS RECENT INORGANIC GROWTH STRATEGIES .......... 190
TABLE 7-22 SURESTAR - PRODUCT SPECIFICATION ................. 191
TABLE 7-23 TETRAVUE RECENT INORGANIC GROWTH STRATEGIES ............. 191
TABLE 7-24 TRILUMINA’S RECENT INORGANIC GROWTH STRATEGIES ............. 192
TABLE 7-25 VELODYNE LIDAR - PRODUCT SPECIFICATION, PARTNERS, AND VEHICLE MODELS ... 193
TABLE 7-26 VELODYNE LIDAR’S RECENT INORGANIC GROWTH STRATEGIES .......... 193
TABLE 7-27 VELODYNE LIDAR’S RECENT ORGANIC GROWTH STRATEGIES ........... 194
TABLE 7-28 XENOMATIX RECENT INORGANIC GROWTH STRATEGIES .............. 194
TABLE 7-29BENEWAKE INORGANIC GROWTH STRATEGIES ................. 195
TABLE 7-30BLACKMORE SENSORS AND ANALYTICS LIDAR PRODUCTS .............. 196

 

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