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全球及中国 PBV（专用车）和 Robocar 市场分析（2022 年）
市场调查报告书
商品编码
1073242

全球及中国 PBV（专用车）和 Robocar 市场分析（2022 年）

Global and China Purpose Built Vehicle (PBV) and Robocar Report, 2022
出版日期: | 出版商: ResearchInChina | 英文 150 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

PBV（Purpose Built Vehicle）是基于中小型货车和多厢货车的专用车辆。 PBV供应商采取自主研发车身上下部分的方式，在同一个底盘平台上衍生出不同车型，满足定制化需求。相比传统的整车开发，其优势在于能够缩短开发週期，应对产品形态和盈利模式的多样化。

Robocar是指可以像汽车一样自由移动的机器人，有4级自动驾驶的车辆等多种形态。目前，机器人出租车和机器人公交车是主流。未来，Robocar还将升级到Level 5自动驾驶，能够适应自学习、自主决策、各种场景和恶劣天气。

本报告分析了全球和中国 PBV 和 Robocar 市场，并调查了技术概要、当前发展趋势、主要供应商概况和发展/销售趋势。

目录

第1章 PBV与Robocar

  • PBV (Purpose Built Vehicle)
    • PBV定义
    • PBV开发动向
  • Robocar
    • 定义与分类
    • Robocars开发动向

第2章 PBV供应商

  • PBV供应商概况
  • PIX Moving
  • Didi
  • Arrival
  • Rivian
  • Canoo
  • U Power

第3章 Robocar供应商

  • Robocar供应商概况
  • Baidu
  • QCRAFT
  • Pony.ai
  • WeRide
  • UISEE Technology
  • iDriverPlus
  • AgileX Robotics
  • Hyundai Motor Group
简介目录
Product Code: JXM009

PBV and Robocar research: new idea of building brick cars, a new car type for future mobility

Building brick cars moves the cheese of traditional OEMs.

Purpose built vehicle (PBV) refers to special purpose vehicles based on small/medium-sized van or multi-box van. PBV suppliers adopt the approach of independent development of upper and lower vehicle bodies, and derive various vehicle types on the same chassis platform, meeting customization needs. Compared with conventional integrated vehicle development, such a development method has unique features below:

Short development cycle and low cost

PBVs built on the same chassis don't need repeated development, which shortens the start-of-production and time-to-market of new models. The standardized chassis components can also be reused, reducing manufacturing costs.

For example, the use of "UP Super Board" developed by Shanghai U Power Technology Co., Ltd. cuts down the orignal 2 or 3 years of vehicle R&D cycle to 12 months, and the R&D costs by up to 60%.

Diversified PBV product forms

The flexible and changeable upper space of PBV allows a variety of product forms. For example, a PBV can be a logistics vehicle, a retail vehicle, a car, a bus, a sanitation vehicle, and so forth.

From the product layout of PBV suppliers, it can be seen that the product forms of PBV are led by three vehicle types: van, pickup and sedan. Wherein, PIX Moving enjoys the broadest range of product forms, involving four fields: passenger car, commercial vehicle, freight vehicle and special vehicle; U Power boasts the most abundant PBV product lineups and deploys five vehicle types, covering three fields: passenger car, commercial vehicle, and freight vehicle; with single PBV product form, Didi has only one product, D1, a customized car for the online ride-hailing mobility scenario. Didi plans to iterate a version every 18 months, to D3 in 2025 when 1 million units will be launched; and to remove the cockpit and realize autonomous driving in 2030.

Diversified PBV profit models

Through the lens of business models, PBV suppliers often apply the To B model. Among them, PIX Moving, Arrival and Rivian employ both To B and To C models. For instance, PIX Moving starts with Robobus at the business end in a bid for quick commercialization, and will build a complete marketing system after launching consumer products.

As for manufacturing, all suppliers except for Didi have their own production bases. Didi partners with BYD to produce D1 at BYD's base in Changsha city. In June 2021, Canoo started building a production line in Oklahoma, the US, and ceased the outsourcing contract with VDL Nedcar, opting to build cars by itself.

There are mainly three profit models: vehicle sales, rental, and software subscription & other value-added services. Didi and Arrival apply the rental model, but their rental schemes are different. Didi offers two rental schemes that target Didi drivers: half-year rental, with a monthly rent of RMB4,399; one-year rental, RMB4,299 per month. Arrival, however, aims at third-party lessors such as LeasePlan (in 2021, Arrival and LeasePlan signed a sales cooperation agreement for 3,000 vans). For profits, the supplier Canoo has begun to take into account both the subscription and vehicle sales models.

Is Robocar the ultimate form of PBV products?

The new idea of building brick cars gives birth to diversified vehicle forms, including Robocar, a robot that looks like a vehicle, can move freely and is capable of L4 autonomous driving. The product forms of Robocars are led by Robotaxi and Robobus. At present, Robotaxies built by Baidu, Pony.ai, QCRAFT and the like have begun to run. In the future, Robocars will also be upgraded to L5 autonomy, competent enough to self-learn, make decisions independently, and adapt to a variety of complex scenarios and inclement weather like rain and fog, and they will completely replace humans by then.

Table of Contents

1. PBV and Robocar

  • 1.1 PBV
    • 1.1.1 Definition of PBV
    • 1.1.2 Development Trends of PBV
  • 1.2 Robocar
    • 1.2.1 Definition and Classification
    • 1.2.2 Development Trends of Robocar

2. PBV Suppliers

  • 2.1 Summary of PBV Suppliers
  • 2.2 PIX Moving
    • 2.2.1 Profile
    • 2.2.2 Development History
    • 2.2.3 Skateboard Chassis and Industrial Application Matrix
    • 2.2.4 PBV Products
    • 2.2.5 PBV Products - Robobus
    • 2.2.6 Cooperation Dynamics
  • 2.3 Didi
    • 2.3.1 Profile
    • 2.3.2 PBV Product Features and ADAS Functions
    • 2.3.3 PBV Business Model and Cooperation Dynamics
  • 2.4 Arrival
    • 2.4.1 Profile
    • 2.4.2 Development History and Planning
    • 2.4.3 PBV Product Lineup
    • 2.4.4 PBV Products - Arrival Van Classification
    • 2.4.4 PBV Products - Arrival Van H3L4
    • 2.4.4 PBV Products - Arrival Bus
    • 2.4.4 PBV Products - Arrival Car
    • 2.4.5 Cooperation Dynamics
  • 2.5 Rivian
    • 2.5.1 Profile
    • 2.5.2 Financing
    • 2.5.3 Development History
    • 2.5.4 PBV Product Lineup
    • 2.5.5 PBV Products - R1T Classification
    • 2.5.5 PBV Products - R1T Features and ADAS Functions
    • 2.5.5 PBV Products - R1S Classification
    • 2.5.5 PBV Products - R1S Features and ADAS Functions
    • 2.5.5 PBV Products - EDV Classification
    • 2.5.5 PBV Products - EDV Features and ADAS Functions
    • 2.5.6 Cooperation Dynamics
  • 2.6 Canoo
    • 2.6.1 Profile
    • 2.6.2 Development History
    • 2.6.3 PBV Product Lineup
    • 2.6.4 PBV Products - Lifestyle Vehicle Classification
    • 2.6.4 PBV Products - Lifestyle Vehicle Features and ADAS Functions
    • 2.6.4 PBV Products - MPDV Classification
    • 2.6.4 PBV Products - MPDV
    • 2.6.4 PBV Product - Pickup
    • 2.6.5 PBV Business Model
    • 2.6.6 Cooperation Dynamics
  • 2.7 U Power
    • 2.7.1 Profile
    • 2.7.2 PBV Products
    • 2.7.3 Cooperation Dynamics

3. Robocar Suppliers

  • 3.1 Summary of Robocar Suppliers
    • 3.1.1 Operation Comparison of Robotaxi Products
  • 3.2 Baidu
    • 3.2.1 Profile
    • 3.2.2 Main Technologies
    • 3.2.3 Robocar Product Matrix
    • 3.2.4 Robocar - Robotaxi Generations
    • 3.2.4 Robocar - Features of Latest Generation Robotaxi
    • 3.2.4 Robocar - Operation of Robotaxi
    • 3.2.4 Robocar - Operation Model of Robotaxi
    • 3.2.4 Robocar - Robotaxi Fleet Management Platform
    • 3.2.4 Robocar - "Apolong" Robobus Generations
    • 3.2.4 Robocar - "Apolong" Robobus 1.0
    • 3.2.4 Robocar - Features of "Apolong" Robobus 2.0
    • 3.2.4 Robocar - Autonomous Driving and Interaction Capabilities of "Apolong" Robobus 2.0
    • 3.2.4 Robocar - Features of "Apolong" Robobus Apollo II
    • 3.2.4 Robocar - Cockpit and Interaction of "Apolong" Robobus Apollo II
    • 3.2.4 Robocar - Operation of "Apolong" Robobus
    • 3.2.4 Robocar - Features of DeepWay Trunk Logistics Robocar
    • 3.2.4 Robocar - Autonomous Driving Functions of DeepWay Trunk Logistics Robocar
    • 3.2.4 Robocar - Features of Autonomous Mining Robotruck
    • 3.2.4 Robocar - Commercialization Roadmap of Autonomous Mining Robotruck
    • 3.2.4 Robocar - Retail Robocar
  • 3.3 QCRAFT
    • 3.3.1 Profile
    • 3.3.2 Main Technologies
    • 3.3.3 Robocar Product Matrix
    • 3.3.4 Robocar - Dragon Boat One
    • 3.3.4 Robocar - Operation of Dragon Boat One
    • 3.3.4 Robocar - Dragon Boat Long
    • 3.3.4 Robocar - Sharing Bus
    • 3.3.4 Robocar - Dragon Boat Space
    • 3.3.5 Operation Model
    • 3.3.6 Dynamics in Robocar Development and Cooperation
  • 3.4 Pony.ai
    • 3.4.1 Profile
    • 3.4.2 Financing
    • 3.4.3 Main Technologies
    • 3.4.4 Robocar Product Matrix
    • 3.4.5 Robocar - Robotaxi Models
    • 3.4.5 Robocar - Robotaxi Equipped with the 6th-Gen ADS
    • 3.4.5 Robocar - Robotruck
    • 3.4.5 Robocar - Robotruck Commercial Operation Roadmap
    • 3.4.6 Dynamics in Robocar Development and Cooperation
  • 3.5 WeRide
    • 3.5.1 Profile
    • 3.5.2 Financing
    • 3.5.3 Main Technologies
    • 3.5.4 Robocar Product Matrix
    • 3.5.4 Robocar - Robotaxi
    • 3.5.4 Robocar - Robobus
    • 3.5.4 Robocar - Robovan
    • 3.5.5 Operation Model
    • 3.5.6 Dynamics in Robocar Development and Cooperation
  • 3.6 UISEE Technology
    • 3.6.1 Profile
    • 3.6.2 Main Technologies
    • 3.6.3 Robocar Product Matrix
    • 3.6.4 Robocar - Features of Robocar for Autonomous Logistics
    • 3.6.4 Robocar - Commercial Use and Cooperation Cases of Robocar for Autonomous Logistics
    • 3.6.4 Robocar - Robocar for Autonomous Public Transport
    • 3.6.4 Robocar - Commercial Use and Cooperation Cases of Robocar for Autonomous Public Transport
    • 3.6.4 Robocar - Robocar in Passenger Car Field
    • 3.6.4 Robocar - Features of Robocar for Autonomous Delivery
    • 3.6.4 Robocar - Commercial Use and Cooperation Cases of Robocar for Autonomous Delivery
  • 3.7 iDriverPlus
    • 3.7.1 Profile
    • 3.7.2 Main Technologies
    • 3.7.3 Robocar Product Matrix
    • 3.7.4 Robocar - Wobida, a Robocar for Autonomous Logistics
    • 3.7.4 Robocar - Robocar in Passenger Car Field
    • 3.7.4 Robocar - Robocar for Autonomous Sanitation
    • 3.7.5 Dynamics in Robocar Development and Cooperation
  • 3.8 AgileX Robotics
    • 3.8.1 Profile
    • 3.8.2 Mobile Robot Product Lineup
    • 3.8.3 Mobile Robot - 4WD Chassis SCOUT 2.0
    • 3.8.3 Mobile Robot - 4WD Chassis SCOUT MINI
    • 3.8.3 Mobile Robot - Ackermann Chassis HUNTER 2.0
    • 3.8.3 Mobile Robot - AGV Chassis TRACER
    • 3.8.3 Mobile Robot - Tracked Chassis BUNKER
    • 3.8.3 Mobile Robot - Omni-directional Chassis Ranger Mini
    • 3.8.4 Cooperation Dynamics
  • 3.9 Hyundai Motor Group
    • 3.9.1 Profile
    • 3.9.2 Robotic Product Lineup of Boston Dynamics
    • 3.9.3 Future Mobility Vision of Hyundai Motor Group
    • 3.9.4 Three Future Mobility Solutions of Hyundai Motor Group
    • 3.9.5 PnD Module of Hyundai Motor
    • 3.9.6 Hyundai Motor's Small Mobile Platform - MobED