Description
With the ACES mobility research and analysis platform, M14 Intelligence is bringing the most in-depth analysis of autonomous, connected, electric, and shared mobility industry. This report plays a part in assisting stakeholders in understanding the market penetration of autonomous vehicles in First-Mile, Middle-Mile, and Last-Mile logistic operations, market assessment by type of vehicles i.e. Autonomous Trucks (Level4/5), Autonomous On-Road Delivery Vans, Sidewalk Droids/Robots, sensor content of these autonomous vehicles, autonomy package cost, consumer analysis and competition among the leading OEMs and start-ups across the geographies.
- The AVs market in logistics is a rapidly growing industry, driven by the massive growth in e-commerce and logistics post the Covid-19 pandemic, need for supply chain optimization, and labour shortage across geographies
- Consumer demands for free shipping, shorter delivery time, contact-less deliveries are few of demand-side factors attributing to the larger acceptance for the autonomous driving in last-mile operations
- The automation is expected to show increasing penetration over the years in the middle-mile operations as the demand from consumers for rapid, inexpensive, and predictable deliveries is surging
- Autonomous technology penetration in class-8 trucking has predominantly increased since past 2 to 3 years. Close to $4 billion funding has been recorded in autonomous trucking industry since 2016.
- Robotic delivery services or automated deliveries are emerging as a viable path toward commercial scale and profitability. The autonomous technology penetration in last-mile delivery business has a potential to cut the cost up to 52% in short-term and up to 75% in long-term
- The United States is a clear leader in developing and deploying autonomous vehicle technology, accounting for 94% of the total North America's volume shipment of autonomous logistics vehicle
- In terms of setting standards and national level policies, China is taking this on high priority and evolving at faster pace. More than 20 smart highways are scheduled for construction across 13 Chinese provinces, promoting the testing and application of AV technology, especially for autonomous trucking
- Legislation in the European Union has completed defining the framework conditions for the use of fully automated trucks (SAE Level 4). Some autonomous driving vehicles are already rolling on European roads with special permits. The Western European countries account for 90% of the Europe's autonomous vehicle market currently
- This autonomous vehicle market in logistics industry is highly fragmented, with several stakeholders including OEMs, technology players, software and AI companies, system integrators, sensor providers, consumers such as shipping companies, e-commerce players, food delivery giants and logistics companies
In this study, you will find detailed analysis on every aspect of future demand for autonomous vehicles used in explicitly growing logistics industry. Some of the critical analysis covered in the report are as follows:
Analysis of 30+ OEM brands both leading and emerging players across Logistics ecosystem.
Analyzing the penetration of autonomous vehicles in first-mile, middle-mile, and last-mile logistics operations and growth potential.
Analysis of market with respect to vehicle types such as autonomous level 4/5 trucks, on-road mini-vans, and sidewalk wheeled robots
Analyzing the current status of autonomous driving technology in logistics industry, and identifying potential future demand till 2030
Analyzing the market potential for sensors used in autonomous driving system i.e. cameras, short-range and long-range radars, short-range and long-range LiDARs, 4D Radars, and ultrasonic sensor
Identifying consumers adoption strategies and regional market potential for autonomous vehicles
Analyzing investment/funding analysis of start-ups and technology providers
Table of Contents
Table of Contents
1. Scope of Research and Assumptions
2. Research Methodology - Data Analysis and Forecast
3. Status of Autonomous Vehicles (AVs) - Market Outlook
4. Global Commercial Vehicle (LCV and HCV) Sales - Market Outlook
- 4.1. Geographical plot of commercial vehicle sales (000'units)
- 4.2. Commercial Vehicle Sales by Top 20 Countries, 2021 statistics
- 4.3. Regional Sales Statistics, 2019-2021
5. Commercial Highway Vehicles/Trucks Market Breakdown by Level of Automation
- 5.1. Level-wise Assessment, Market Volume (000' Units)
- 5.2. Autonomy Package Cost of ADAS and Autonomous Highway Trucks, by Level of Automation, 2021- 2030
6. Global Market Statistics for Autonomous Technology Penetration in Logistics and Transportation Vehicles (Outdoor)
- 6.1. Autonomous Logistics Vehicle Market by Volume (000' units)
- 6.2. Autonomous Logistics Vehicle Market by Value ($ Million)
7. Geographical Analysis of Autonomous Logistic Vehicles
- 7.1. Top Geographic Markets for Autonomous Logistics Vehicles- Volume (000' Units)
- 7.2. Regional Market Breakdown for Autonomous Logistics Vehicles- Volume (000' Units)
8. Autonomous Logistic Vehicles Market Breakdown by Operations
- 8.1. %Penetration of autonomous technology in logistic Operations
- 8.2. First-Mile, Middle Mile, and Last-mile autonomous vehicles market volume (000' units)
- 8.3. First-Mile, Middle Mile, and Last-mile autonomous vehicles market Value ($ Million)
- 8.4. % Penetration of Type of Autonomous Vehicles in First, Medium and Last-mile operations, 2021-2030
9. First-Mile: Autonomous Logistics Vehicle Market
- 9.1. Autonomous Vehicles in First Mile Operations, Market Volume (000' Units)
- 9.2. Autonomous Vehicles in First Mile Operations, Market Value ($ Million)
10. Middle-Mile: Autonomous Logistics Vehicle Market
- 10.1. Autonomous Vehicles in Middle Mile Operations, Market Volume (000' Units)
- 10.2. Autonomous Vehicles in Middle Mile Operations, Market Value ($ Million)
11. Last-Mile: Autonomous Logistics Vehicle Market
- 11.1. Autonomous Vehicles in Last Mile Operations, Market Volume (000' Units)
- 11.2. Autonomous Vehicles in Last Mile Operations, Market Value ($ Million)
- 11.3. Autonomous Vehicles in Last Mile Operations, By Payload Capacity (<100 lbs., 100lbs to 300 lbs., >300lbs.) - Market Volume (000' Units)
- 11.4. Pricing Analysis of Last-Mile Robotic Vehicles
12. Global Autonomous Logistic Vehicles Market Breakdown by Type of Vehicle/ Droid- (Autonomous Highway (L4/5) Trucks, On-Road Delivery Vehicles, Sidewalk Robots/Droids)
- 12.1. Autonomous Logistics Vehicles, by Type - Market Volume (Units)
- 12.2. Y-O-Y Growth Rate (%) of Types of Autonomous Logistics Vehicles
- 12.3. Autonomous Logistics Vehicles, by Type - Market Value ($ Million)
- 12.4. Market Volume of Vehicle Types Vs ASP ($)
13. Market Analysis of Autonomous Highway Trucks (Level 4/5)
- 13.1. Autonomous Highway Trucks (Level 4/5) - Market Volume
- 13.2. Autonomous Highway Trucks (Level 4/5) - Market Value
- 13.3. Top Regional Markets for Autonomous Highway Trucks (L4/5)- Market Volume
14. Market Analysis of Autonomous On-Road Delivery Vans
- 14.1. Autonomous On-Road Delivery Vans - Market Volume
- 14.2. Autonomous On-Road Delivery Vans - Market Value
- 14.3. Top Regional Markets for Autonomous On-Road Delivery Vans- Market Volume (Units)
15. Market Analysis of Autonomous Sidewalk Robots/ Droids
- 15.1. Autonomous Sidewalk Robots- Market Volume
- 15.2. Autonomous Sidewalk Robots- Market Value
- 15.3. Top Regional Markets for Autonomous Sidewalk Robots- Market Volume (Units)
16. Sensor Content in Autonomous Logistics Vehicles
- 16.1. Analysis of Sensors Equipped per Autonomous Logistics Vehicle
- 16.2. Autonomous Trucks (L4/L5) Sensor Content
- 16.2.1. Autonomy Package Cost
- 16.2.2. Sensor Content per L4/5 Autonomous Truck
- 16.2.3. Volume Shipment (000' Units) of Sensors Equipped Autonomous Level 4/5 Trucks
- 16.2.4. Value of Sensors Equipped in Autonomous Level 4/5 Trucks- Market Size ($ Million)
- 16.3. Autonomous On-Road Delivery Vans Sensor Content
- 16.3.1. Autonomy Package Cost
- 16.3.2. Sensor Content per Autonomous On-Road Delivery Vans
- 16.3.3. Market Volume Shipment (000' Units) of Sensors Equipped in Autonomous On-Road Delivery Vans
- 16.3.4. Market Value ($ Million) of Sensors Equipped in Autonomous On-Road Delivery
- 16.4. Autonomous Sidewalk Robots Sensor Content
- 16.4.1. Autonomy Package Cost
- 16.4.2. Sensor Content per Autonomous Sidewalk Robots
- 16.4.3. Market Volume Shipment (000' Units) of Sensors Equipped in Autonomous Sidewalk Robots
- 16.4.4. Market Value ($ Million) of Sensors Equipped in Autonomous Sidewalk Robots
17. Company Analysis by Type of Logistic Operation
- 17.1. AV Tech Providers: First, Middle and Last Mile Logistics Solution- Snapshot
- 17.2. Adoption of Autonomous Vehicle Services in Logistics Industry
- 17.3. Regional Distribution of AV Companies in Logistics Industry
- 17.4. Company Analysis- First Mile Delivery
- 17.4.1. Funding Analysis- Autonomous Trucking Companies in First Mile Logistics
- 17.4.2. Time-to-Market or Market Commercialization Timeline- Autonomous Trucking Companies in First Mile Logistics
- 17.4.3. Geographic Presence of Leading Players in Autonomous Trucking Business
- 17.4.4. Partnerships and Collaborations of Autonomous Trucking Companies with Logistic Service Providers and OEMs
- 17.5. Company Analysis- Middle Mile Delivery
- 17.5.1. Path to Commercialization: Autonomous Vehicle Companies in Middle-mile Delivery
- 17.6. Company Analysis- Last Mile Delivery
- 17.6.1. Time-to-Market or Market/ Commercialization Timeline- Robotics Vehicle Companies in Last-mile Logistics
- 17.6.2. Funding Analysis: Robotics Vehicle Companies in Last-mile Logistics
- 17.6.3. Fleet of Robotics Vehicle by Companies in Last-mile Logistics
- 17.6.4. Geographical Placement of Robotics Vehicles in Last-mile Logistics
- 17.6.5. Comparison of Last-Mile Delivery Robot Based On Specifications
- 17.6.6. Partnership, Collaborations, and M&A: Autonomous Last-mile Delivery Companies
- 17.7. Last-Mile Sidewalk Delivery Robots- Analysis
- 17.7.1. Payload Capacity vs Service Charges per Delivery
- 17.8. Last-Mile On-Road Delivery Autonomous Vehicles- Analysis
- 17.8.1. Payload Capacity vs Service Charges per Delivery
18. Consumer Analysis- Retailers, e-Commerce, Food Delivery Service Providers, Shipping Companies, and Others
- 18.1. Leading e-commerce and logistics service companies: Adoption Timeline of Autonomous Delivery Vehicles
- 18.2. Partnership mapping of Leading e-commerce and Logistics Service Providers
19. Autonomous Technology Adoption Rating - Assumptions, Parameters, and Methodology
- 19.1. Adoption rating of Leading E-commerce and Retail Service Providers
- 19.1.1. Top E-Commerce Players in the U.S.
- 19.1.2. Top E-Commerce Players in China
- 19.2. Autonomous Technology Adoption Rating: Grocery and Food Delivery Companies
- 19.3. Autonomous Technology Adoption Rating: Shipping, Transportation and Logistic Companies
20. Company Profiles
- 20.1. Companies in Autonomous Trucking Business
- 20.1.1. TuSimple
- 20.1.2. Einride
- 20.1.3. Plus.ai
- 20.1.4. Embark
- 20.1.5. Aurora
- 20.1.6. Kodiak Robotics
- 20.1.7. TORC
- 20.1.8. Fernride
- 20.2. Companies in Autonomous Delivery/Logistics Business (Hardware, Software, and Service)
- 20.2.1. JD.com
- 20.2.2. Meituan
- 20.2.3. Gatik
- 20.2.4. Neolix
- 20.2.5. Starship Technologies
- 20.2.6. Nuro
- 20.2.7. Udelv
- 20.2.8. Kiwibot
- 20.2.9. Venti Technologies
- 20.2.10. Oxbotica
- 20.2.11. NuPort Robotics
- 20.2.12. Outrider
- 20.2.13. Evocargo
- 20.2.14. Robby Technolgies
- 20.2.15. Marble Robot. Inc. (acquired by Caterpillar)
- 20.2.16. Amazon
- 20.2.17. Tiny Mile
- 20.2.18. LMAD
- 20.2.19. FedEx
- 20.2.20. Coco
- 20.2.21. Serve Robotics
- 20.2.22. Refraction AI
- 20.2.23. TwinswHeel
- 20.2.24. Teleretail
- 20.2.25. DroidDrive
- 20.2.26. DeepRoute AI
- 20.2.27. Perrone Robotics
- 20.2.28. Moovita
- 20.2.29. OTSAWYandex
- 20.2.30. Cartken
21. Views of Industry Experts
22. Appendix