ADAS与自动驾驶Tier 1研究报告（2023）海外公司版

全球ADAS和自动驾驶一级供应商，拥有完整的ADAS/AD产品矩阵，持续发力抢占中国市场。

博世拥有除 CMS 之外的全系列 ADAS/AD 产品。 最新产品是在CES 2023上展出的1550nm长距离激光雷达，探测距离超过200m，功耗小于20W。 车载监控系统（IMS、OMS）预计将于2024年开始量产，OMS摄像头安装在中控台屏幕上方或集成到车内后视镜中。

但在解决方案方面，目前全球一级供应商几乎没有部署在中国备受瞩目的驾驶停车一体化解决方案。 大陆集团基于 Ambarella CV3 的 L2+ 解决方案就是一个例子，该解决方案于 2021 年 1 月发布，但要到 2026 年才能投入生产。

为了应对目前的被动地位，全球一级供应商也在寻求变革。 例如，博世的驾驶停车一体化解决方案Wave3，由其中国XC部门和德国总部同步开发，其中中国方案将采用双Orin SoC，预计最早于2023年进入量产。是。 2023年6月，采埃孚宣布对乘用车底盘技术和主动安全技术进行事业部整合，以减少部门决策过程中的内耗，加快产品和解决方案的上市时间。 未来，主动安全可能会创建一个集成所有车辆操作的企业架构，包括驾驶舱和底盘。

2023年1月至5月，中国新车共安装4D雷达6.55万个，其中前视、后视雷达3.57万个，角雷达2.98万个，甚至还有一个支架。 确认搭载4D雷达的车型包括瑞星汽车R7、利汽车L7 Pro、AITO M5。

从技术角度来看，目前全球Tier 1供应商采用的主流CMS解决方案是2个CMS摄像头+2个OLED显示屏，即左右后视镜2个后视镜。它取代了CMS摄像头（一般广角相机）。 3个CMS摄像头+2个OLED显示屏+流媒体后视摄像头/中控台屏幕的替代解决方案被相对较少的公司采用，因为它涉及图像拼接/增强等额外技术。 典型案例为Magna CLEARVIEW，采用3 CMS摄像头+流媒体、后视镜、拼接显示解决方案。 值得注意的是，麦格纳还在2017年提出了2 CMS摄像头+2 OLED显示屏的方案，但麦格纳实际量产的产品仍然是目前的3CMS方案。

随着车辆架构的升级，车载电子的主控单元也从数百个ECU演变为少数几个域控制器。 为满足汽车计算需求，采用以下跨域计算平台（如座舱-停车集成域控制器、行车停车集成域控制器）。 未来将通过一个中央计算平台来完成所有计算任务，实现集中式E/E架构。

现阶段，多家全球一级供应商已在2022年发布/宣布多域/中心计算平台解决方案。 这些是取代域控制器产品的下一代解决方案。

本报告审视了全球 ADAS 和自动驾驶一级市场，提供了市场概况，包括全球法规、产品和解决方案开发趋势以及主要供应商概况。

目录

第1章全球自动驾驶道路应用法规及发展规划

• 有关道路自动驾驶应用的全球法规
• 欧盟和欧洲有关道路自动驾驶应用的法规
• 美国有关道路自动驾驶应用的法规
• 日本有关道路自动驾驶应用的法规
• 韩国有关道路自动驾驶应用的法规

第2章全球一级供应商产品及解决方案发展趋势

• 新产品SOP：开始量产4D雷达
• 法规调整：中国允许在车辆上使用 CMS
• 产品升级：从域控制器到中央计算平台
• 解决方案升级：从自动驾驶停车到驾驶停车一体化
• 研发方向：产品矩阵完善与产品集成

第3章 海外主要自动驾驶一级供应商

• Aptiv
• Bosch
• Continental
• Denso
• Hyundai Mobis
• Magna
• Valeo
• Veoneer
• ZF

Research on foreign ADAS Tier 1 suppliers: 4D radar starts volume production, and CMS becomes a new battlefield.

1. Global Tier 1 suppliers boast complete ADAS/AD product matrix, and make continuous efforts to grab the Chinese market.

From the ADAS/AD product matrix, it can be seen that some Tier 1 leaders have almost complete product matrix.

For example, Continental's latest products include: cockpit monitoring system (CMS, OMS), configured with an OMS camera and a cockpit radar and expected to be released in 2024; HRL131, a 1550nm long-range LiDAR with a detection range of more than 300m, 128° HFOV, 28° VFOV, expected to be mass-produced in 2024; and CUS320, a ultrasonic radar with a detection range of 0.1m-6m, expected to be spawned in 2024.

Bosch has a full range of ADAS/AD products except CMS. Its latest products include: a 1550nm long-range LiDAR, physically displayed at the CES 2023, with a detection range of over 200m and power consumption of less than 20W; an in-cabin monitoring system (IMS, OMS), configured with an OMS camera installed above the center console screen or integrated with the interior rearview mirror, and expected to come into mass production in 2024.

Yet in terms of solutions, currently few global Tier 1 suppliers deploy driving-parking integrated solutions that are hot in China, mainly because it takes them a period of about 2 or 3 years to launch the solutions after they put forward. One example is Continental's Ambarella CV3-based L2+ solution which was announced in January 2021 but will not be production-ready until 2026.

To cope with the current passive position, global Tier 1 suppliers are also trying to seek changes. For example, Wave3, Bosch's driving-parking integrated solution, is being developed simultaneously by the XC Division in China and the headquarters in Germany, of which the Chinese solution adopts dual Orin SoCs and is scheduled to be mass-produced in 2023 at the earliest; in June 2023, ZF announced the merger of the divisions for passenger car chassis technology and active safety technology to reduce the internal friction between divisions when making decisions and shorten the time-to-market of products and solutions. In the future, ZF may build a corporate architecture where the active safety integrates all the vehicle businesses such as cockpit and chassis.

2. 4D radars begin to find mass adoption, and global Tier 1 suppliers grab first-mover advantages.

According to our data, from January to May 2023, the overall installations of 4D radars in new passenger cars in China were 65,500 units, of which 35,700 units were front view and rear view radars, and 29,800 units were corner radars. Models confirmed to pack 4D radars include Rising Auto R7, Li Auto L7 Pro and AITO M5.

4D radars have passed through three development phases: infancy, growth and SOP.

• Infancy: before 2022, foreign Tier 1 suppliers were the first to start upgrading from conventional 3D radar to 4D radar, for example, Continental went about developing ARS540 early in 2016.

• Growth: during 2022-2024, Chinese suppliers set about deploying 4D radar products. For example, in 2022 Nova Electronics introduced 4D-S front radar and corner radar products, as well as a new 6-cascade product; Freetech released FVR40 in 2022.

• SOP: beyond 2024, it is expected that 4D radars will begin to be spawned and mounted on vehicles.

Currently, 4D radars are still in the verification phase, and whether the installations will rise depends on the following:

• (1) Verify the cost performance of 4D radars (replacing ordinary radars) used in low-level driving assistance solutions (L2-L2+). Examples include Aptiv's satellite architecture-based sensing and computing system that supports L2 and L2+ with 5R5V12U.

• (2) Verify the feasibility of 4D radars replacing LiDAR in high-level intelligent driving solutions (L2.5-L2.9, that is, supporting ADAS in highway NOA and city NOA).

3. China's adjusted regulation allows CMS to be installed in vehicles, and the competition in the new market is fierce.

On July 1, 2023, the GB 15084-2022 Motor Vehicles - Devices for Indirect Vision - Requirements of Performance and Installation came into effect, specifying that Class M/N motor vehicles are allowed to carry electronic rearview mirrors to replace conventional optical exterior rearview mirrors.

At present, a number of global Tier 1 suppliers, Chinese suppliers and automakers have already made layout of CMS products. Wherein, the global Tier 1 suppliers that have unveiled/mass-produced CMS products include Continental, Magna and Valeo; Chinese suppliers include Autocruis, Voyager Technology, Foryou Group and Huawei.

On the whole, global Tier 1 suppliers start CMS layout a little earlier than Chinese companies, due to early introduction of regulations.

From a technical point of view, the mainstream CMS solution currently adopted by global Tier 1 suppliers is 2 CMS cameras + 2 OLED displays, that is, replace the left and right rearview mirrors with 2 rearview CMS cameras (generally wide-angle cameras). Another solution of 3 CMS cameras + 2 OLED displays + streaming rearview camera/center console screen is adopted by relatively few companies, as it involves additional technologies such as image stitching/correction. A typical case is Magna CLEARVIEW that adopts the solution of 3 CMS cameras + streaming media rearview mirror tiled display. Noticeably, Magna also proposed a solution of 2 CMS cameras + 2 OLED displays in 2017, but the product Magna actually produces in quantities is still the current 3CMS solution.

4. As decision products upgrade, a number of Tier 1 suppliers have launched cross-domain/central computing platforms.

As automotive architecture upgrades, the main control units of vehicle internal electronics have also evolved from hundreds of ECUs to several domain controllers. Next cross-domain computing platforms (e.g., cockpit-parking integrated domain controller and driving-parking integrated domain controller) will be used to meet the computing needs of vehicles. In the future, central computing platforms will be used to complete all the computing tasks and enable centralized E/E architecture.

In current stage, several global Tier 1 suppliers have released/iterated multi-domain/central computing platform solutions in 2022. In terms of time node, they are the next-generation alternative to domain controller products.

The early solutions include ZF ProAI, which has gone through several iterations, with the computing power increased from 1-10 TOPS to the current 20-1500 TOPS. The latest version of ProAI, scheduled to start volume production in 2024, enables cross-domain computing, packs ZF's domain control middleware, and is optimized for deep learning. Aptiv, on the other hand, puts forward three solutions based on a cross-domain computing platform: a cross-domain computing platform + dual domain controllers, a cross-domain computing platform + three domain controllers, and a cross-domain computing platform + four domain controllers.

Table of Contents

1 Global Regulations on Application of Autonomous Driving on Roads and Development Plans

• 1.1 Global Regulations on Application of Autonomous Driving on Roads
  • 1.1.1 UN Automated Lane Keeping Systems (ALKS) - Main Test Items
  • 1.1.1 UN Automated Lane Keeping Systems (ALKS) - System Safety and Failsafe Response
  • 1.1.1 UN Automated Lane Keeping Systems (ALKS) - Human Machine Interface (HMI) / Operator information
  • 1.1.1 UN Automated Lane Keeping Systems (ALKS) - Object Event Detection and Data Storage
  • 1.1.2 Summary on Autonomous Driving Development Plans of Some Countries/Regions
• 1.2 European Union & Europe's Regulations on Application of Autonomous Driving on Roads
  • 1.2.1 Germany's Law on Autonomous Driving
  • 1.2.2 EU & Europe's Autonomous Driving Development Plan
  • 1.2.3 EU Autonomous Driving Roadmap and 2040 Outlook
• 1.3 United Sates' Regulations on Application of Autonomous Driving on Roads
  • 1.3.1 US Autonomous Driving Development Plan
• 1.4 Japan's Regulations on Application of Autonomous Driving on Roads
  • 1.4.1 Japan's Action Plan for Realizing and Popularizing Autonomous Driving 4.0
  • 1.4.2 Japan's Autonomous Driving Development Plan
  • 1.4.3 Japan's "RoAD to the L4 Project" - 4 Major Themes
• 1.5 South Korea's Regulations on Application of Autonomous Driving on Roads
  • 1.5.1 South Korea's Autonomous Driving Development Plan

2 Development Trends of Products and Solutions of Global Tier 1 Suppliers

• 2.1 SOP of New Products: the Volume Production of 4D Radars Starts
• 2.2 Regulation Adjustment: China Allows for Use of CMS in Vehicles
• 2.3 Product Upgrade: from Domain Controller to Central Computing Platform
• 2.4 Solution Upgrade: from Automated Driving/Parking to Driving-parking Integration
• 2.5 R&D Direction: Product Matrix Improvement + Product Iteration

3 Key Foreign Autonomous Driving Tier 1 Suppliers

• 3.1 Aptiv
  • 3.1.1 Profile
  • 3.1.2 Revenue
  • 3.1.3 Competitors/Main Customers
  • 3.1.4 Product Classification
  • 3.1.5 Perception Products - Front View Camera
  • 3.1.6 Perception Products - 4D Front Radar
  • 3.1.7 Perception Products - Corner Radar
  • 3.1.8 Decision Products - Domain Controller/Central Computing Platform
  • 3.1.9 Solutions - Driving-parking Integration
  • 3.1.10 Solutions - Autonomous Driving
  • 3.1.11 Autonomous Driving Layout
  • 3.1.12 Product/Market Planning
  • 3.1.13 Summary
• 3.2 Bosch
  • 3.2.1 Profile
  • 3.2.2 Revenue
  • 3.2.3 Product Classification
  • 3.2.4 Perception Products - Front View Camera
  • 3.2.5 Perception Products - Surround View System
  • 3.2.6 Perception Products - 4D Front Radar
  • 3.2.7 Perception Products - Front Radar
  • 3.2.8 Perception Products - Corner Radar
  • 3.2.9 Perception Products - LiDAR
  • 3.2.10 Perception Products - DMS/OMS
  • 3.2.11 Perception Products - Ultrasonic Radar
  • 3.2.12 Decision Products - Domain Controller
  • 3.2.13 Middleware
  • 3.2.14 Solutions - Autonomous Driving
  • 3.2.15 Solutions - Automated Parking
  • 3.2.16 Recent Development Layout/Planning
  • 3.2.17 Autonomous Driving Partners
  • 3.2.18 Summary
• 3.3 Continental
  • 3.3.1 Profile
  • 3.3.2 Revenue
  • 3.3.3 Product Classification
  • 3.3.4 Perception Products - Front View Camera
  • 3.3.5 Perception Products - Rear View Camera
  • 3.3.6 Perception Products - Surround View System
  • 3.3.7 Perception Products - CMS
  • 3.3.8 Perception Products - DMS
  • 3.3.9 Perception Products- OMS
  • 3.3.10 Perception Products - Front Radar
  • 3.3.11 Perception Products - Corner Radar
  • 3.3.12 Perception Products - LiDAR
  • 3.3.13 Perception Products - Ultrasonic Radar
  • 3.3.14 Decision Products - Domain Controller
  • 3.3.15 Decision Products - Central Computing Platform
  • 3.3.16 Solutions - Autonomous Driving
  • 3.3.17 Solutions - Automated Parking
  • 3.3.18 Solutions - Road Data Solution
  • 3.3.19 Engineering Solutions
  • 3.3.20 Robotaxi
  • 3.3.21 Autonomous Driving Roadmap
  • 3.3.22 Continental China's Autonomous Driving Planning
  • 3.3.23 Autonomous Driving Technologies
  • 3.3.24 Summary
• 3.4 Denso
  • 3.4.1 Profile
  • 3.4.2 Revenue
  • 3.4.3 Product Classification
  • 3.4.4 Perception Products - Front View Camera
  • 3.4.5 Perception Products - Surround View System
  • 3.4.6 Perception Products - Front Radar
  • 3.4.7 Perception Products - LiDAR
  • 3.4.8 Perception Products - Ultrasonic Radar
  • 3.4.9 Solutions - ADAS
  • 3.4.10 Solutions - Autonomous Driving
  • 3.4.11 Autonomous Driving Development Roadmap
  • 3.4.12 Autonomous Driving Capabilities and R&D Layout
  • 3.4.13 Summary
• 3.5 Hyundai Mobis
  • 3.5.1 Profile
  • 3.5.2 Revenue
  • 3.5.3 Perception Products - Front View Camera
  • 3.5.4 Perception Products - Surround View System
  • 3.5.5 Perception Products - DMS
  • 3.5.6 Perception Products - Radar
  • 3.5.7 Perception Products - LiDAR & Ultrasonic Radar
  • 3.5.8 Solutions - Automated Parking
  • 3.5.9 Solutions - Autonomous Driving
  • 3.5.10 Autonomous Concept Car
  • 3.5.11 Autonomous Driving Development Planning
  • 3.5.12 Summary
• 3.6 Magna
  • 3.6.1 Profile
  • 3.6.2 Revenue
  • 3.6.3 Product Classification
  • 3.6.4 Perception Products - Front View Camera
  • 3.6.5 Perception Products - Surround View System
  • 3.6.6 Perception Products - CMS
  • 3.6.7 Perception Products - DMS/OMS
  • 3.6.8 Perception Products - 4D Front/Corner Radar
  • 3.6.9 Perception Products - LiDAR & Ultrasonic Radar
  • 3.6.10 Decision Products - Domain Controller
  • 3.6.11 Solutions - Autonomous Driving
  • 3.6.12 Solutions - Automated Parking
  • 3.6.13 Autonomous Driving & Intelligent Connectivity Planning
  • 3.6.14 Summary
• 3.7 Valeo
  • 3.7.1 Profile
  • 3.7.2 Revenue
  • 3.7.3 Autonomous Driving Product Layout
  • 3.7.4 Automotive Product Layout
  • 3.7.5 Distribution of R&D Bases in China
  • 3.7.6 Autonomous Driving Products - Front View Camera
  • 3.7.7 Autonomous Driving Products - Surround View System
  • 3.7.8 Autonomous Driving Products - CMS
  • 3.7.9 Autonomous Driving Products - Radar
  • 3.7.10 Autonomous Driving Products - LiDAR
  • 3.7.11 Autonomous Driving Products - Domain Controller
  • 3.7.12 Autonomous Driving Products - Ultrasonic Radar
  • 3.7.13 Solutions - Automated Parking
  • 3.7.14 Solutions - Autonomous Driving
  • 3.7.15 Autonomous Delivery Vehicles
  • 3.7.16 Intent Prediction Technology
  • 3.7.17 360-degree Autonomous Emergency Braking System
  • 3.7.18 Autonomous Driving Product Partners
  • 3.7.19 Summary
• 3.8 Veoneer
  • 3.8.1 Profile
  • 3.8.2 Revenue
  • 3.8.3 Corporate Development Roadmap
  • 3.8.4 Autonomous Driving Product Layout
  • 3.8.5 Summary on Autonomous Driving Products
  • 3.8.6 Perception Products - Camera
  • 3.8.7 Perception Products - DMS
  • 3.8.8 Perception Products - Radar
  • 3.8.9 Perception Products - LiDAR
  • 3.8.10 Decision Products - Domain Controller
  • 3.8.11 Autonomous Driving Products - Positioning System
  • 3.8.12 Autonomous Driving Products - V2X
  • 3.8.13 Solutions - Autonomous Driving
  • 3.8.14 Development History and Planning of Autonomous Driving Solutions
  • 3.8.15 Main Partners
  • 3.8.16 ADAS Technology Releases, 2021
  • 3.8.17 Application of ADAS Products in Vehicles, 2021
  • 3.8.18 Distribution of ADAS Product Customers, 2021
  • 3.8.19 Summary
• 3.9 ZF
  • 3.9.1 Profile
  • 3.9.2 Recent Changes in Business Division Structure
  • 3.9.3 Revenue
  • 3.9.4 Product Classification
  • 3.9.5 Perception Products - Front View Camera
  • 3.9.6 Perception Products - Surround View System
  • 3.9.7 Perception Products - OMS
  • 3.9.8 Perception Products - 4D Front Radar
  • 3.9.9 Perception Products - Front Radar
  • 3.9.10 Perception Products - LiDAR & Sound Sensor
  • 3.9.11 Decision Products - Vehicle Computing Platform
  • 3.9.12 Decision Products - Domain Controller & Middleware
  • 3.9.13 Solutions - Autonomous Driving & Driving-parking Integration
  • 3.9.14 Solutions - Automated Parking
  • 3.9.15 Development Trends & Layout
  • 3.9.16 Summary