L2+ 自动化辅助驾驶的成长机会

Growth Opportunities in L2+ Hands-off Assisted Driving

出版日期: 2023年12月13日 | 出版商:

Frost & Sullivan | 英文 92 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

由于竞争加剧，到2030年它将安装在640万辆汽车上，复合年增长率为53.3%

汽车产业的价值链正在从传统的金字塔型转变为扁平型。科技公司与目标商标产品(OEM) 和分级供应商合作，开发、检验、供应和整合先进的驾驶辅助技术，从而实现自动驾驶，提高舒适度和便利性。

虽然SAE J3016TM驾驶自动化等级并未正式承认2级+（L2+），但汽车产业将L2+定义为2级和3级（L3）自动驾驶（AD）之间的能力和要求之间的差距。我认为它是填补空白的自治程度。

生态系中的参与者以不同的方式定义 L2+。然而，大多数OEM将 L2+ 等同于不干涉辅助驾驶，其中驾驶员必须能够监控驾驶活动并在必要时接管动态驾驶任务。随着L2+自动驾驶的普及，自动驾驶技术有望被消费者接受并变得更加普及。

最初，L2 高级驾驶员辅助系统 (ADAS) 市场是由新兴 OEM 厂商推动的，OEM在美国市场提供了诸如自动驾驶高速公路驾驶员辅助系统等功能。日益激烈的竞争现在迫使传统OEM透过在 L2+ 车辆中提供自动驾驶功能来引入 ADAS 功能。 L2 ADAS 市场由高阶和大众市场OEM推动，尤其是配备主动式车距维持定速系统(ACC) 和车道维持辅助 (LKA) 等 ADAS 系统的昂贵旗舰车辆。 OEM可能会在 3-5 年内将这些产品更新为 L2+ 免干预辅助。

这项研究将阐明全球 L2+ 市场的技术和竞争形势。它还分析了市场的经营模式、产品策略和成长机会，并包括 2023 年至 2030 年的预测。

主要问题

什么是L2+？为什么要在 AD 中引入新的关卡？
L2+市场的主要驱动因素和抑制因素是什么？
产业专家如何预测L2+市场的成长？各大OEM如何因应此趋势？
L2+ 系统的技术蓝图、材料清单和成本是什么？
L2+市场的主要参与者及其解决方案有哪些？

为什么成长如此困难？
The Strategic Imperative 8（TM）
战略需求对L2+自动驾驶辅助驾驶产业的影响
成长机会推动Growth Pipeline Engine（TM）
车辆部分
SAE国际对驾驶自动化程度的定义
ADAS 与 AD 市场细分
L2+自动驾驶辅助驾驶细分
主要竞争对手：L2+自动驾驶辅助产业
监理概览：L2+切换辅助驾驶产业

成长机会分析

分析范围
成长指标
生长促进因子
成长抑制因素
预测假设
函数普及预测
按地区预测普及
功能普及预测：高速公路辅助和额外城市辅助
竞争环境

成长机会分析：欧洲

成长指标
特征普及预测
功能普及预测：高速公路辅助和额外城市辅助

成长机会分析：北美

成长指标
特征普及预测
功能普及预测：高速公路辅助和额外城市辅助

成长机会分析：亚太地区

成长指标
特征普及预测
功能普及预测：高速公路辅助和额外城市辅助

L2+自动驾驶辅助驾驶产业概况

什么是L2+切换驾驶辅助？
汽车产业为何大力推广L2+自动驾驶辅助驾驶？
L2+ 无人驾驶驾驶支援的主要趋势
L2+ 无人驾驶驾驶蓝图
L2+系统关键组件
代表性 L2+ 高速公路辅助感测器套件和定价分析（针对OEM）
代表性 L2+ 城外辅助感测器套件和价格分析（针对OEM）
L2+自动驾驶辅助价值链
开发自动驾驶功能的经营模式
L2+生态系统

L2+自动驾驶辅助产业：重点科技企业

Mobileye SuperVision
NVIDIA DRIVE AutoPilot
高通 Snapdragon Ride 平台
竞争形势：L2+解决方案：技术开发公司

L2+自动驾驶辅助产业：主要一级供应商

ZF L2+ 解组合
大陆集团 L2+ 解决方案组合
APTIV L2+ 解决方案
博世L2+解决方案
竞争形势：L2+ 解决方案：层级供应商

L2+ 放手辅助驾驶产业：主要OEM概况

Nissan ProPILOT 2.0
Nissan ProPILOT 2.0：感测器套件和车辆部署策略
Toyota Teammate
丰田队友：感测器套件和车辆部署策略
GM Super Cruise
通用汽车超级巡航：感测器套件和车辆部署策略
GM Ultra Cruise
Ford BlueCruise
Ford BlueCruise：感知器套件与车辆部署策略
BMW Highway Assistant
竞争形势：L2+ADAS：大众市场整车厂
竞争形势：L2+ADAS：优质整车厂
OEM对基准化分析L2+自动驾驶辅助驾驶产业
结论

成长机会宇宙

成长机会1：高速公路驾驶辅助
成长机会2：先进感知感测器
成长机会3：DMS

下一步

简介目录

Product Code: MH1E-46

Competitive Intensity to Spur 6.4 Million Vehicles Equipped with the Technology by 2030, Increasing at a CAGR of 53.3%

The automotive industry value chain is transitioning from the traditional pyramid form to a flat one. Technology companies work with original equipment manufacturers (OEMs) and tiered suppliers to develop, validate, supply, and integrate advanced driver-assist technologies that enable hands-off driving to enhance the comfort and convenience for the driver.

Although the SAE J3016TM Levels of Driving Automation does not officially recognize Level 2+ (L2+), the automotive industry considers L2+ as an autonomous level, one that bridges the capability and requirements gap between Level 2 and Level 3 (L3) automated driving (AD).

Ecosystem players define L2+ in different ways. However, most OEMs equate L2+ with hands-off assisted driving, where the driver must monitor the driving activity and be available to take over the dynamic driving task when necessary. Higher adoption of L2+ hands-off driving will introduce and drive acceptance of automated driving technologies among consumers.

Initially, the L2 advanced driver assistance system (ADAS) market was driven by emerging OEMs offering features such as hands-off highway driving assist systems in the US market. Now, competitive intensity has compelled traditional OEMs to introduce ADAS features by offering hands-off driving in their L2+ vehicles. The L2 ADAS market is driven by premium and mass market OEMs, especially by their expensive and flagship vehicles that feature ADAS systems such as adaptive cruise control (ACC) and lane-keep assist (LKA). OEMs will likely update these offerings to L2+ hands-off assists in the three to five years.

This study of the global L2+ market highlights its technologies and competitive landscape. The study also includes analyses of the market's business models, product strategies, and growth opportunities, with forecasts from 2023 to 2030.

Key Issues Addressed:

What is L2+? What are the reasons for introducing a new level in AD?
What are the key drivers and restraints for the L2+ market?
How do industry experts expect the L2+ market to grow? How are major OEMs responding to the trend?
What are the technology roadmaps, bill of materials, and cost of L2+ systems?
Who are the key players, and what are their solutions in the L2+ space?

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the L2+ Hands-off Assisted Driving Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Vehicle Segmentation
SAE International's Definitions for Driving Automation Levels
ADAS & AD Market Segmentation
L2+ Hands-off Assisted Driving Segmentation
Key Competitors-L2+ Hands-off Assisted Driving Industry
Regulations Overview-L2+ Hands-off Assisted Driving Industry