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市场调查报告书
商品编码
1640752
自动驾驶系统:评估20 家自动驾驶系统开发商的策略和执行情况 - Guidehouse Insights Leaderboard ReportGuidehouse Insights Leaderboard Report - Automated Driving Systems: Assessment of Strategy and Execution for 20 Companies Developing Automated Driving Systems |
近二十年来,数百家新创公司、传统汽车製造商和供应商以及学术研究人员一直致力于自动驾驶系统(ADS)的研究,一些早期商业化最终将于2023年和2024年开始。参与自动驾驶汽车开发的公司数量已从2010年代末的全球 100 多家稳步下降到2024年的30-40 家左右,而实际建立可持续商业模式的挑战仍然难以实现。许多新创公司因资金耗尽而消失,投资者将注意力转向最新的热门事物:人工智慧。同时,许多传统汽车製造商和供应商,如Ford(曾投资于现已解散的Argo AI)和Bosch,将其开发资源转移到电气化等更紧迫的挑战上。
即使在追求可行的自动驾驶汽车的过程中,过去两年中包括 Cruise、Motional 和 Nuro 在内的几家领先者也遭遇了挫折。General Motors宣布将终止对Cruise的资助,结束其机器人计程车开发,并将Cruise团队与其辅助和自动驾驶集团合併,致力于开发General Motors的ADS。一些公司已经扩大了范围,瞄准从客车到长途卡车的更广泛的车辆和用例,而其他公司仍然致力于中等距离的配送或增强公共交通。其他公司则希望利用传统汽车製造商在将软体开发引进内部时面临的挑战,为从 ADAS(高级驾驶辅助系统)到 ADS 等各种用例的软体提供许可证。
考虑到这些广泛的举措,本 Guidehouse Insights Leaderboard 报告重点关注20 家 ADS 公司,包括上述公司。所有这些公司都在开发至少 4 级(L4)ADS,无需人工干预或监督(无需动手/无需视觉注意/无需大脑)即可运作。
After nearly 2 decades of work on automated driving systems (ADS) by hundreds of startups, legacy automakers and suppliers, and academic researchers, some early commercialization finally started to take hold in 2023 and 2024. The number of companies involved in developing self-driving vehicles has gradually declined from well over 100 known companies globally in the late 2010s to somewhere between 30 and 40 in 2024, and the challenge of actually creating a sustainable business model continues to be elusive. Many startups have faded away as they ran out of money and investors turned their gaze to the latest bright shiny object of AI. Meanwhile, many legacy automotive manufacturers and suppliers such as Ford (which funded the now defunct Argo AI) and Bosch have shifted their development resources to more pressing tasks like electrification.
Even among those companies that remain in the chase for the viable self-driving vehicle, several leaders from prior years have stumbled in the past 2 years, including Cruise, Motional, and Nuro. As this report was being prepared for publication, General Motors announced it was withdrawing funding for Cruise, ending robotaxi development and combining the Cruise team with its internal assisted and automated driving group to focus on developing ADS for consumer vehicles. Some companies have expanded their scope, targeting a broader range of vehicles and use cases from passenger cars to long-haul trucks, while others remain focused on middle-mile deliveries or public transit augmentation. Some are hoping to take advantage of the challenges faced by legacy automakers in bringing software development in-house by offering to license their software for a range of use cases, from advanced driver assistance systems (ADAS) to ADS.
With this broader scope of efforts in mind, this edition of the Guidehouse Insights Leaderboard looks at 20 ADS companies, including those mentioned above. All of them are developing at least Level 4 (L4) ADS that can operate without human intervention or supervision (hands-off/eyes-off/brain-off).
Top 10 Vendors
Waymo
Baidu
Mobileye
NVIDIA
Aurora
Plus
WeRide
Zoox
Gatik
Cruise