汽车专利基准分析：北美，2026-2040 年

透过创新，出行产业正在经历变革性成长。

Frost & Sullivan的这份分析报告透过对互联、自动驾驶、共用和电动化（CASE）出行领域汽车和出行相关专利的全面基准调查，检验了出行创新的演变。该分析利用美国专利商标局1976年至2040年的专利数据，视觉化呈现了长期技术演进，识别了关键转折点，并评估了包括乘用车、商用车、非公路用车辆、铁路、航运、航空航太和物流在内的多种交通方式的创新强度。本报告采用专利数量、主题权重、波动性和成长轨迹作为衡量创新动能和策略相关性的指标，而非市场规模或估计值。

调查结果揭示了行动出行研发领域优先事项的显着结构性转变。在早期阶段，机械技术和以内燃机为中心的创新占据主导地位；而自2008年以来，电气化技术的发展，以及自2010年以来自动驾驶和数据驱动技术的兴起，重塑了竞争格局。行动出行、资讯通信技术和能源系统的融合显而易见，凸显了向软体定义和平台化移动出行生态系统的转变。该分析强调了专利活动如何作为未来成长机会、生态系统重组和跨产业合作的领先指标。本研究提供了一个前瞻性框架，用于理解创新动态如何影响行动出行领域及相关市场的策略选择。本报告包含以下内容：

• 专利活动表明，行动出行领域正在从机械工程到电气化、自动驾驶和以数据为中心的行动平台发生决定性转变。
• CASE（互联、自动驾驶、共用和电动化）创新趋势是汽车、资讯和通讯技术、能源和物流行业成长机会的领先指标。
• 长期专利分析使公司能够预测技术生命週期、整合阶段以及将出现策略优势的新兴领域。

目录

成长环境：出行领域的转型

• 为什么经济成长变得越来越困难？
• The Strategic Imperative 8-TM
• 汽车专利领域三大策略要务的影响

成长环境：出行领域的生态系统

• 分析范围
• 分割

汽车业专利基准（CASE）

• CASE_CONNECTED：连接方式从讯号转向平台－资料基础设施的兴起
• CASE_AUTONOMOUS：自动驾驶技术正在经历波浪式的发展——从演算法到人工智慧驱动的物流。
• CASE_SHARED：共用出行正从实验阶段缓慢发展成为车队平台。
• 凯斯电气：自 2008 年以来电气化快速扩张——从利基市场到行业标准
• MODE_PV：乘用车正从传统的内燃机时代过渡到电动时代。
• MODE_CV：商用车正在从柴油车主导转向电动车和数据整合。
• MODE_OHW：OHW 技术创新从硬体可靠性转向现场人工智慧和自动驾驶。
• MODE_LAND：铁路从遵守监管规定发展到自主系统
• MODE_AIR：航太领域正从热能推进系统重组到电力推进系统。
• MODE_WATER：航运业正从柴油引擎转向绿色、自主航行。
• 物流：从机械车队向数位自动化转型

北美汽车专利领域

• 问题定义及动机
• 词彙表：用于分析1976年至2025年汽车主题演变的关键指标*
• 模型开发逐步流程：第一阶段采用人工编码进行专利分类。
• 逐步模型开发过程：透过一系列结构化的操作来建构和检验模型。
• 专利主题统计概览：统计模式解读
• 案例关联：从讯号到平台，急剧上升，暂时下降，随后回落
• CASE_CONNECTED：V2X 和云端平台正在主导联网汽车的创新。
• CASE_CONNECTED：创新、融合与新事物涌现的巅峰
• CASE_AUTONOMOUS：两大浪潮，人工智慧驱动的颠覆性创新，以及资料整合。
• CASE_AUTONOMOUS：自 2010 年以来专利数量的激增表明自动驾驶汽车时代的到来。
• 案例_自动驾驶：人工智慧时代的自动驾驶将带来融合与新的突破。
• 案例分享：数位化早期应用，但整体专利活动仍低迷。
• 共用出行领域的创新是由数据和车队驱动的。
• 个案共享：标准化应用与自主服务
• CASE_ELECTRIC：自 2008 年以来，电动车动力传动系统快速成长，安全性提高，而内燃机创新速度放缓。
• CASE_ELECTRIC：电动车的普及将推动爆炸性成长，内燃机将成为过时技术。
• CASE_ELECTRIC：电动车创新将在 2030 年达到高峰，随后进入整合期。
• MODE_PV：自 2015 年以来，电动和混合动力传动系统主导乘用车技术的演进。
• MODE_PV：乘用车正在从内燃机过渡到电动动力传动系统。
• MODE_PV：电气化成为主流，然后自动驾驶技术达到顶峰，商品化进程不断推进。
• MODE_CV：2010年代后期电动和混合动力传动系统专利激增
• MODE_CV：商用车 (CV) 的创新目前由电气化和数据驱动。
• MODE_CV：电动车创新达到顶峰，随后进入商品化和新应用阶段。
• MODE_OHW：自 2015 年以来，安全技术、数据技术和电动车技术取得了快速发展。
• MODE OHW：目前，非公路用车辆创新主要由软体和电气化驱动。
• 模式OHW：扩大自动驾驶技术与软体革命的规模
• MODE LAND：铁路数据显示，自 2010 年以来，自动驾驶和温度控管系统已被广泛应用。
• MODE LAND：汽车研发的重点正在转向电气化和自动驾驶系统。
• MODE LAND：电气化的优势，随后是自动驾驶的顶峰，然后是商品化。
• MODE AIR：2017 年快速成长，电动推进将在 2020 年成为主流。
• MODE AIR：以效率和电力推进为驱动力的航太创新
• MODE AIR：电气化达到顶峰，接着是平台整合
• 水动力模式：自 2015 年以来，船舶技术领域电动和混合动力传动系统的激增
• MODE WATER：海事创新正在从柴油动力转向电力和自主系统。
• MODE WATER：海事事务的未来：绿色燃料、自主航行能力巅峰与商品化
• 物流：创新正从机器转向智慧。
• 物流：自主性、资料和安全将推动物流的下一个飞跃。
• 物流：从引擎到生态系统，物流正面临自主化的未来。

成长机会分析

• 成长驱动因素
• 抑制生长的因素

汽车专利领域的成长机会范围

• 成长机会1：电动和混合动力传动系统需求激增
• 成长机会 2：座椅和安全系统的创新
• 成长机会3：联网汽车的数据处理与通讯技术

附录与未来发展

• 成长机会的益处和影响
• 未来计划
• 附件清单
• 免责声明

The Mobility Sector is Experiencing Transformational Growth Due to Innovation

This Frost & Sullivan analysis examines the evolution of mobility innovation through a comprehensive benchmarking of automotive and mobility-related patents across connected, autonomous, shared, and electric (CASE) mobility dimensions. Using patent data from the United States Patent and Trademark Office spanning 1976 to 2040, the analysis maps long-term technological shifts, identifies inflection points, and evaluates innovation intensity across multiple transport modes, including passenger vehicles, commercial vehicles, off-highway vehicles, rail, maritime, aerospace, and logistics. Rather than estimating market size or revenues, the report uses patent volume, thematic weight, volatility, and growth trajectories as proxies for innovation momentum and strategic relevance.

The findings reveal a clear structural transition in mobility research and development (R&D) priorities. Mechanical and internal combustion engine-centric innovation dominates early periods, while post-2008 electrification and post-2010 autonomy and data-driven technologies redefine the competitive baseline. Increasing convergence between mobility, information and communications technologies, and energy systems is evident, underscoring the shift toward software-defined and platform-based mobility ecosystems. The analysis highlights how patent activity serves as a leading indicator of future growth opportunities, ecosystem realignment, and cross-industry collaboration. The study provides a forward-looking framework for understanding how innovation dynamics shape strategic choices in the mobility sector and its adjacent markets. In this report:

• Patent activity signals a decisive shift from mechanical engineering toward electrification, autonomy, and data-centric mobility platforms.
• CASE innovation trends act as early indicators of growth opportunities across automotive, information and communications technologies, energy, and logistics.
• Long-term patent analysis enables firms to anticipate technology life cycles, consolidation phases, and emerging areas of strategic advantage.

Table of Contents

Growth Environment: Transformation in Mobility Sector

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8-TM
• The Impact of the Top 3 Strategic Imperatives on the Automotive Patents Sector

Growth Environment: Ecosystem in the Mobility Sector

• Scope of Analysis
• Segmentation

Benchmarking of Automotive Patents by CASE Verticals

• CASE_CONNECTED: Connectivity Shifts from Signals to Platforms-The Data Backbone Emerges
• CASE_AUTONOMOUS: Autonomy Evolves in Waves, from Algorithms to AI-Driven Logistics
• CASE_SHARED: Shared Mobility Moves Slowly, from Experiments to Fleet Platforms
• CASE_ELECTRIC: Electrification Surges Post-2008, from Niche to Industry Standard
• MODE_PV: Passenger Vehicles Pivot from ICE Legacy to Electric Futures
• MODE_CV: Commercial Vehicles Pivot from Diesel Dominance to EV & Data Integration
• MODE_OHW: OHW Innovation Moves from Hardware Reliability to AI & Autonomy in the Field
• MODE_LAND: Rail Advances from Control Mandates to Autonomous Systems
• MODE_AIR: Aerospace Reinvented from Thermal Spikes to Electrified Propulsion
• MODE_WATER: Maritime Shifts from Diesel Engines to Green & Autonomous Navigation
• LOGISTICS: Transforms from Mechanical Fleets to Digital Automation

Automotive Patents Sector, North America

• Problem Statement & Motivation
• Glossary: Key Metrics Used to Analyze the Evolution of Automotive Themes from 1976 to 2025*
• Stepwise Model Development Process: Manual Coding in Phase 1 Categorizes Patents
• Stepwise Model Development Process: A Structured Sequence of Actions Build and Validate Models
• Patent Theme Statistical Overview: Interpreting Statistical Patterns
• CASE_CONNECTED: From Signals to Platforms, Sharp Surge, Temporary Dip, Rebound
• CASE_CONNECTED: V2X and Cloud Platforms Now Dominate Connected Vehicle Innovation
• CASE_CONNECTED: Peak Innovation, Consolidation, then New Emergence
• CASE_AUTONOMOUS: Two Major Spikes, AI-Driven Disruption, and Data Integration

CASE_AUTONOMOUS: The Post-2010 Patent Surge Marks the Dawn of the Autonomous Vehicle Era

CASE_AUTONOMOUS: AI-Era Autonomy to Lead to Consolidation and New Breakthroughs

CASE_SHARED: Early Digitalization, but Weak Overall Patent Activity

CASE_SHARED: Shared Mobility Innovation is Driven by Data and Fleets

CASE_SHARED: Standardized Apps, then Autonomous Services

CASE_ELECTRIC: EV Powertrains Surge Post-2008, Safety Rises, ICE Innovation Fades

CASE_ELECTRIC: EV Adoption Drives Explosive Growth, Making Combustion Engines Legacy

CASE_ELECTRIC: EV Innovation to Peak by 2030, followed by Consolidation

MODE_PV: Electric & Hybrid Powertrain Leads Tech Evolution in PV Since 2015

MODE_PV: Passenger Vehicles Pivoting from Combustion to Electric Powertrains

MODE_PV: Electrification Dominance, then Autonomous Peak, then Commoditization

MODE_CV: Sharp Rise in Electric & Hybrid Powertrain Patents During Late 2010s

MODE_CV: CV Innovation Now Driven by Electrification and Data

MODE_CV: Peak EV Innovation, then Commoditization and New Uses

MODE_OHW: Rapid Rise of Safety, Data, and Electric Tech Since 2015

• MODE OHW: Software and Electrification Now Drive Off-Highway Vehicle Innovation
• MODE OHW: Scale-Up Autonomy, then a Software Revolution
• MODE LAND: Railway Data Reveals a Surge in Autonomous Driving and Thermal Management Systems Post-2010
• MODE LAND: Vehicle R&D Pivoting to Electric and Autonomous Systems
• MODE LAND: Electrification Dominance, then an Autonomous Peak, then Commoditization
• MODE AIR: Volatile Spikes, Thermal in 2017, Electrified Propulsion in 2020
• MODE AIR: Aerospace Innovation Driven by Efficiency and Electric Propulsion
• MODE AIR: Peak Electrification, then Platform Consolidation
• MODE WATER: Electric & Hybrid Powertrain Surges in Water Tech Post-2015
• MODE WATER: Maritime Innovation Shifts from Diesel to Electric, Autonomous Systems
• MODE WATER: Maritime Future: Green Fuels, Peak Autonomy, then Commoditization
• LOGISTICS: Innovation Shifts from Mechanics to Intelligence
• LOGISTICS: Autonomy, Data, and Safety Drive the Next Logistics Leap
• LOGISTICS: From Engines to Ecosystems, Logistics Faces its Autonomous Future

Growth Opportunity Analysis

• Growth Drivers
• Growth Restraints

Growth Opportunity Universe in Automotive Patents Sector

• Growth Opportunity 1: Electric & Hybrid Powertrain Surge
• Growth Opportunity 2: Seat & Safety Systems Innovation
• Growth Opportunity 3: Data Processing & Communication for Connected Vehicles

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer