美国小客车OEM厂商ADAS（先进驾驶辅助系统）研发策略：2030年

500 亿美元投资 ADAS 研发将提高驾驶参与度和车辆安全性能，增强最终客户体验

对安全性和便利性的日益增长的需求正在加速小客车中 ADAS（高级驾驶辅助系统）和 AD（自动驾驶）功能的开发和采用。目标商标产品製造商正在寻求将 2 级及以上功能融入大众市场车辆中，以获得竞争优势。美国在 ADAS 和 AD 监管以及缩短采用时间方面处于领先地位。加州和内华达州等一些州已允许3级和4级自动驾驶汽车供公共使用，为全球OEM轻鬆进入美国市场创造了环境。

本研究概述了美国选定的全球OEM所采用的 ADAS 和 AD 策略。本研究检验了OEM在品牌、细分市场和车型层面的技术和业务能力，并详细概述了其价值链合作伙伴关係及其合作伙伴选择流程。

目录

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 策略要务对 ADAS（高阶驾驶辅助系统）产业的影响
• 成长机会推动Growth Pipeline Engine（TM）

主要发现

• 重点
• 预言
• OEM目前自动驾驶水平
• 主要 ADAS/AD 产品和模型的对标

成长机会分析

• 分析范围

福特

• 福特战略
• 福特 ADAS 研发活动的职责
• 福特卓越中心
• 福特合作伙伴和合作伙伴选择
• 福特-未来方向
• Ford-OTA

通用汽车

• 通用汽车战略
• 通用汽车-ADAS研发活动责任
• 通用汽车卓越中心
• 通用汽车-合作伙伴及合作伙伴选择
• 通用汽车-未来方向
• General Motors-OTA

特斯拉

• 特斯拉战略
• Tesla-ADAS 研发活动的职责
• 特斯拉卓越中心
• Tesla-合作伙伴及合作伙伴选择
• Tesla-未来方向
• Tesla-OTA

现代

• 现代策略
• 负责现代化 ADAS 研发活动
• 现代卓越中心
• 现代-合作伙伴和合作伙伴选择
• 现代-未来方向
• Hyundai-OTA

日产

• 日产战略
• Nissan-ADAS 研发活动的责任
• 日产卓越中心
• Nissan-合作伙伴和合作伙伴选择
• 日产-未来方向
• Nissan-OTA

丰田

• 丰田战略
• 丰田 ADAS 研发活动的责任
• 丰田卓越中心
• 丰田-合作伙伴和合作伙伴选择
• 丰田-未来方向
• Toyota-OTA

成长机会宇宙

$50-billion Investments in ADAS R&D Will Increase Driver Engagement and Vehicle Safety Performance, Enhancing the End-customer Experience

A growing demand for safety and convenience features has amplified the development and adoption of advanced driver assistance systems (ADAS) and autonomous driving (AD) features in passenger vehicles. Original equipment manufacturers seek to adopt level-2-and-above features in their mass-market vehicles to gain a competitive advantage. The United States has been at the forefront of regulating ADAS and AD to expedite the time to adoption. Some states, like California and Nevada, have also allowed the deployment of level 3 and level 4 autonomous vehicles for public use, which has created a conducive environment for global OEMs to penetrate the US market.

This study provides an overview of the ADAS and AD strategies that select global OEMs in the United States have adopted. This study examines the technology and business capabilities of the OEMs at the brand, segment, and model levels, and provides a detailed overview of their value chain partnerships, as well as their partner-selection process.

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 Advanced Driver Assistance Systems Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Key Findings

• Key Takeaways
• Predictions
• Current Levels of Autonomy by OEM
• Benchmarking Key ADAS/AD Offerings and Models

Growth Opportunity Analysis

• Scope of Analysis

Ford

• Ford-Strategy
• Ford-Responsibility for ADAS R&D Activities
• Ford-Centers of Excellence
• Ford-Partners and Partner Selection
• Ford-Future Direction
• Ford-OTA

General Motors

• General Motors-Strategy
• General Motors-Responsibility for ADAS R&D Activities
• General Motors-Centers of Excellence
• General Motors-Partners and Partner Selection
• General Motors-Future Direction
• General Motors-OTA

Tesla

• Tesla-Strategy
• Tesla-Responsibility for ADAS R&D Activities
• Tesla-Centers of Excellence
• Tesla-Partners and Partner Selection
• Tesla-Future Direction
• Tesla-OTA

Hyundai

• Hyundai-Strategy
• Hyundai-Responsibility for ADAS R&D Activities
• Hyundai-Centers of Excellence
• Hyundai-Partners and Partner Selection
• Hyundai-Future Direction
• Hyundai-OTA

Nissan

• Nissan-Strategy
• Nissan-Responsibility for ADAS R&D Activities
• Nissan-Centers of Excellence
• Nissan-Partners and Partner Selection
• Nissan-Future Direction
• Nissan-OTA

Toyota

• Toyota-Strategy
• Toyota-Responsibility for ADAS R&D Activities
• Toyota-Centers of Excellence
• Toyota-Partners and Partner Selection
• Toyota-Future Direction
• Toyota-OTA

Growth Opportunity Universe

• Growth Opportunity 1-Implementing Lidar as Part of the ADAS Sensor Suite
• Growth Opportunity 1-Implementing Lidar as Part of the ADAS Sensor Suite
• Legal Disclaimer