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市场调查报告书
商品编码
1395911
摩托车高级驾驶辅助系统产业成长机会的策略概况Strategic Overview of the Growth Opportunities in the Two-wheeler Advanced Rider-assistance System Industry |
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对摩托车相关事故增加的担忧以及OEM和政府对改善骑士辅助的关注将推动 ARAS 在摩托车中的采用。
全球摩托车市场正从内燃机（ICE）摩托车过渡到电动二轮车。在此背景下，软体定义平台的设计和开发对于OEM来说至关重要。此外，由于线上社群媒体的影响，消费者对汽车规格的了解越来越多，并开始要求先进的安全系统。
新进入者和新产品的推出已经挤满了这个细分市场。目前，两轮车的 ARAS 模组对于大型通勤市场的乘客来说不是一个选择，因为它们目前对于成本敏感的市场来说太昂贵了。售后 ARAS 模组很容易因暴露的安装点而被篡改、盗窃和损坏。
随着政府和私人公司推广微型交通以实现净零目标，两轮车的普及不断上升，摩托车事故也增加。支援 V2X 的 ARAS 克服了配备 ADAS 的车辆在识别两轮车辆方面的限制。
来自电动二轮车软体定义平台的连网型功能和即时 ARAS资料的提取代表着巨大的商机。透过 ARAS 提高骑士安全并减少事故发生的机会可能会吸引新骑士。这可以透过面向未来的两轮车辆自主性并为更先进的骑士辅助技术奠定基础来实现。
2022年，中国将拥有全球最大的电动自行车市场占有率，达到86.6%，其次是德国（4.54%）和美国（1.55%）。由于电动自行车技术的进步、人们对健康和健身的兴趣以及环境问题，对电动自行车的需求逐年增加。随着比普通自行车更强大的电动自行车变得越来越普及，人们对骑士安全的担忧也越来越多。全球电动二轮车（E2W）销量约85%是在中国製造，但2022年销量将下降12%（与2021年相比）。市场预计将达到饱和状态。
促进电动两轮车使用的法规是整个欧洲的主要动力。补贴和奖励正在推动亚洲和拉丁美洲的新兴市场发展。传统两轮车原始OEM进入E2W市场是全球重要的促销。自2020年以来，全球ICE摩托车销售开始感受到来自E2W的竞争，特别是随着新兴新兴企业和ICE摩托车OEM进入E2W 。通勤者群体仍然是消费者从 ICE 迁移到E2W的主要动力。儘管从 ICE 到E2W的转变正在与前一年同期比较加速，但 ICE 两轮车市场在未来十年可能仍然很重要。
目录
战略问题
- 为什么成长如此困难？
- The Strategic Imperative 8（TM）
- 关键策略推动力对摩托车高阶驾驶辅助系统产业的影响
- 成长机会推动Growth Pipeline Engine（TM）
成长环境
- 摩托车安全形势
- 摩托车安全装备
- 配备先进驾驶辅助系统 (ADAS) 的车辆事故减少率
- 按 ARAS 类型分類的竞争形势
- 摩托车ARAS零件生态系统公司
成长机会分析
- 分析范围
- 按摩托车类型细分
- ARAS 定义和按类型细分
- 着名摩托车 ARAS 供应商
- 着名摩托车OEM提供 ARAS 作为工厂安装的产品
- 市场驱动因素
- 市场抑制因素
- 主要危险因子
- 对摩托车死亡人数增加的担忧
- 影响 ARAS 的宏观经济因素
- 波特的汽车新机会五力
- 全球内燃机摩托车销售：2018-2022
- 全球电动摩托车销量：2018-2022
- 全球电动自行车销量：2018-2022
五个主要趋势
- 专用车辆 (PBV) 摩托车平台
- 连网型技术服务
- 扩大 ADAS 在汽车中的采用
- 具有嵌入式用户身份模组 (eSIM) 的汽车销售
- 政府规章
竞争形势分析
- 售后市场ARAS模组的竞争分析
- OE安装ARAS模组的竞争分析
- OEM ARAS形势
- Bosch Mobility
- Continental Engineering Services (CES)
- Ride Vision
- Rider Dome
- Bryton
- Magene
- Innovv Tech
- Garmin Ltd.
- Boreal Bikes
成长机会宇宙
- 成长机会1：扩大摩托车的个人和商业用途
- 成长机会2：摩托车作为资料收集中心
- 成长机会 3：扩大 ADAS 在汽车的采用
- 图表列表
- 免责声明
Concerns Over the Rising Two-wheeler Related Accidents and the Focus on Improving Rider Assistance by OEMs and Governments will Drive the Adoption of ARAS in Two-wheelers
Global two-wheeler markets are transitioning from internal combustion engine (ICE) two-wheelers to electric two-wheelers. In that context, the design and development of software-defined platforms are crucial for OEMs. Furthermore, consumers are becoming deeply knowledgeable about vehicle specifications thanks to the influence of online social media and have started to demand advanced safety systems.
The entry of new players and new product launches has crowded the segment. Two-wheeler ARAS modules are currently expensive for cost-sensitive markets, so they're not an option for the larger commuter segment riders. Aftermarket ARAS modules are susceptible to tampering, theft, and damage due to exposed fitting.
There has been an increasing number of accidents involving two-wheelers due to the rising two-wheeler adoption, as governments and private players promote micromobility to achieve net-zero targets. V2X-enabled ARAS will overcome the limitations of ADAS-equipped cars in recognizing two-wheelers.
Electric two-wheelers' software-defined platforms and connected features that result from extracting real-time ARAS data are immense business opportunities. Improving rider safety and reducing the chances of accidents with ARAS will attract new riders-this can be achieved by future-proofing autonomous riding in two-wheelers, laying the foundation for more advanced rider assistance technologies.
China is the largest contributor to e-bike sales globally with 86.6% market share in 2022 followed by Germany with 4.54% and the United States with 1.55%. E-bike demand is growing year on year due to advancements in e-bike technology, health and fitness concerns, and environmental concerns. As e-bikes, which are more powerful than common bicycles, become more widespread, so do concerns about rider safety. Some 85% of global electric two-wheeler (E2W) sales happen in China in spite of a 12% dip in sales in 2022 (compared to 2021). The market is expected to reach saturation.
Regulations favoring E2W usage are a significant driver across Europe. Subsidies and incentives are driving developing markets across Asia and Latin America. The entry of traditional two-wheeler OEMs into the E2W market is a significant sales driver globally. Global ICE two-wheeler sales have started to feel the competition from E2Ws after 2020, especially from emerging startups and the entry of ICE two-wheeler OEMs into the E2W space. The commuter segment remains the main driver for consumers' transition from ICE to E2Ws. Even though the transition from ICE to E2W accelerates YoY, the ICE 2W market will remain a significant market during this decade.
Table of Contents
Strategic Imperatives
- Why Is It Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the Two-wheeler Advanced Rider-assistance System Industry
- Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Environment
- Two-wheeler Safety Landscape
- Two-wheeler Safety Equipment
- Accident Reduction Rates in Cars with Advanced Driving Assistance Systems (ADAS)
- Competitive Landscape by ARAS Type
- 2W ARAS Components Ecosystem Players
Growth Opportunity Analysis
- Scope of Analysis
- Segmentation by 2W Type
- Definition and Segmentation of ARAS by Type
- Notable 2W ARAS Suppliers
- Notable 2W OEMs Offering ARAS as Factory Fitment
- Market Drivers
- Market Restraints
- Key Risk actors or raffic njuries
- Concerns Over Increasing Two-wheeler Fatalities
- Macroeconomic Factors Influencing ARAS
- Porter's Five Forces on New Business Opportunities in Automotive
- Global ICE 2W Sales 2018-2022
- Global E2W Sales 2018-2022
- Global eBike Sales 2018-2022
Top 5 Trends
- Purpose-built Vehicle (PBV) 2W Platforms
- Connected Technology Services
- Increasing Adoption of ADAS in Cars
- In-vehicle Sales through an Embedded Subscriber Identity Module (eSIM)
- Government Regulations
Competitive Landscape Analysis
- Competitive Analysis of Aftermarket ARAS Modules
- Competitive Analysis of OE Fitted ARAS Modules
- OEM ARAS Landscape
- Bosch Mobility
- Continental Engineering Services (CES)
- Ride Vision
- Rider Dome
- Bryton
- Magene
- Innovv Tech
- Garmin Ltd.
- Boreal Bikes
Growth Opportunity Universe
- Growth Opportunity 1: Increasing Application of 2Ws in Personal and Commercial Use
- Growth Opportunity 2: 2Ws as Data Collection Centers
- Growth Opportunity 3: Increasing Adoption of ADAS in Cars
- List of Exhibits
- Legal Disclaimer
