ADAS and Autonomous Driving Tier 1 Suppliers Report, 2020-2021
  • Jan.2021
  • Hard Copy
  • USD $4,200
  • Pages:328
  • Single User License
    (PDF Unprintable)       
  • USD $4,000
  • Code: SDY004
  • Enterprise-wide License
    (PDF Printable & Editable)       
  • USD $6,000
  • Hard Copy + Single User License
  • USD $4,400
      

Autonomous Driving Tier1 Supplier Research: centralized implementation of L2+, middleware layout of Tier 1 suppliers

1. The ADAS revenue of foreign Tier 1 suppliers declines amid the pandemic

The outbreak of COVID-19 has led to the declining demand for automobiles and the temporary suspension of production in the automobile industry. In this case, the overall revenue of most Tier1 suppliers has fallen sharply as they have difficulties in business development. For example, more than 40% of Continental's 249 production bases around the world decided in April 2020 to temporarily suspend production for several days or several weeks in order to protect employees and respond to lower demand.

Tier 1-1_副本.png

2. Tier 1 suppliers actively promote the mass implementation of L2 autonomous driving, and L3 autonomous driving enters the market

While Tier 1 suppliers' normal production is hindered, the technology of L2/L3 autonomous driving is advancing in an orderly manner.

From January to November 2020, 57 domestic auto brands launched 208 L2 models, and sold 2.60 million vehicles with a year-on-year upsurge of 118.9% thanks to the efforts of Tier 1 suppliers. For example, Bosch helped 40 local models achieve L2 autonomous driving in 2019, and focused on the implementation of L2+ autonomous driving in 2020.

Benefiting from the effective control over the domestic epidemic, Chinese Tier1 suppliers have constantly launched new products. Among them, Huawei and Baidu have attracted the most attention from the market. Huawei has successively unveiled perception layer products such as radar and LiDAR, as well as decision layer products like intelligent driving computing platform MDC and intelligent driving operating system AOS. Baidu APOLLO has released the autonomous driving computing platform ACU (1.0/2.0/3.0) and the L2 intelligent driving solution ANP, and also has successively landed in Changsha, Cangzhou, and Beijing with Robotaxi which is fully open to the society for operation.

With the introduction of HD maps, Tier 1 suppliers have assisted OEMs to head towards L3 autonomous driving. Xpeng P7, GAC Aion LX and other models with L3 autonomous driving have debuted successively.

Tier 1-2_副本.png

3. Foreign Tier 1 suppliers dabble in middleware, while domestic Tier 1 suppliers are deeply tied up with OEMs
From the perspective of autonomous driving products and scenarios, Bosch, Continental and ZF have the most comprehensive layout among foreign Tier1 suppliers. Both Bosch and ZF launched middleware designed for autonomous driving in 2020. As for the domestic Tier 1 suppliers, Huawei and Desay SV take the lead in the perception layout; however, all the domestic Tier1 suppliers are absent in the field of actuation.

20120114.gifIn July 2020, Bosch launched Iceoryx, a middleware for advanced autonomous driving, compatible with ROS2 and Adaptive AutoSAR interfaces to meet the requirements of different development periods (pre-ROS, mass production of Autosar).
20120114.gifIn December 2020, ZF released ZF Middleware, providing a modular solution that can be integrated into automakers' software platforms. At the same time, the middleware will be installed on mass-produced vehicles in 2024.

It is worth noting that foreign Tier 1 suppliers dabble in underlying system R&D and build a bridge between system and software applications while accomplishing functions. Bosch and ZF have successively released middleware products, hoping to centrally configure autonomous driving solutions for OEMs through a comprehensive sensor layout so as to simplify system integration, lower development costs and accelerate product launch.

Tier 1-3_副本.png

The domestic Tier 1 suppliers (Huawei, Alibaba and Baidu) have teamed up with OEMs to launch autonomous driving and other technologies by in-depth cooperation or establishment of joint ventures to jointly help automakers build high-end brands or accelerate transformation to electrification, connectivity, intelligence and sharing.

20120114.gifChangan and Huawei. On November 14, 2020, Changan, Huawei and CATL established a new high-end smart car brand together. They will jointly develop the CHN smart electric vehicle platform, which will be equipped with Huawei's smart cockpit platform CDC, autonomous driving domain controller ADC, and some components of electric drive, batteries and electric control.

20120114.gifSAIC and Alibaba. On November 26, 2020, SAIC and Alibaba jointly founded a high-end battery-electric vehicle brand "IM", which will adopt Alibaba's Banma Telematics system and SAIC's electric drive, battery, electric control and intelligent driving technologies.

20120114.gifGeely and Baidu. On January 11, 2020, Geely and Baidu erected a smart electric vehicle company. Baidu will fully empower the joint venture with technologies such as artificial intelligence, autonomous driving, Apollo, and Baidu Map.

4. Summary
Comparing the development models of Tier 1 suppliers at home and abroad, emerging Tier 1 suppliers represented by Huawei and Mobileye directly penetrate into OEMs, deeply participate in product R&D, and position themselves as Tier 0.5 suppliers. For example, at the beginning of BAIC ARCFOX R&D, Huawei directly took part in R&D of many system functions of the vehicle, including smart driving, smart cockpit and smart electronics. Similarly, Mobileye acted as a Tier 0.5 supplier amid the cooperation with Geely Lynk & Co. Previously, Mobileye only supplied semi-finished components to Tier 1 suppliers, but now it is responsible for the complete solution stack for the first time, including hardware, software, drive strategy and control. Mobileye will also provide a multi-domain controller and provide software OTA updates after the system is deployed.

The emergence of the Tier 0.5 cooperation model will reshape the cooperation pattern of the traditional automobile industry chain.

Tier 1-4_副本.png

1. ADAS and Autonomous Driving System
1.1 Composition
1.2 Perception Layer
1.2.1 Environment Perception Sensor
1.2.2 Vehicle Motion Sensor
1.2.3 HD Map
1.2.4 V2X
1.3 Decision Layer
1.4 Middleware
1.5 Actuation Layer

2. Policies and Market Environment
2.1 Policies
2.1.1 U.S.
2.1.2 South Korea
2.1.3 Japan
2.1.4 China
2.2 Rating of Autonomous Driving System
2.3 Car Safety Ratings Boost the Development of ADAS
2.4 Global ADAS and Autonomous Driving Market Size as well as Competitive Landscape of Tier 1 Suppliers
2.5 Launch Time of ADAS and Autonomous Driving in China
2.6 China’s L2 ADAS Penetration Rate
2.7 Launch and Functions f L2+ Vehicle Models
2.8 Launch and Cases of L3 Vehicle Models

3. Comparison of Global Tier 1 ADAS and Autonomous Driving Suppliers
3.1 Fundamentals
3.2 Development Features
3.3 Perception Layer Layout
3.4 Decision Layer Layout
3.5 Actuation Layer Layout
3.6 ADAS Development Planning
3.7 Autonomous Driving Application Scenarios & Process
3.8 Partners

4. Major Global Tier 1 ADAS and Autonomous Driving Suppliers
4.1 Bosch
4.1.1 Profile
4.1.2 Organization Structure Adjustment
4.1.3 Autonomous Driving Product Layout
4.1.4 Perception Layer Layout
4.1.5 Decision Layer Layout
4.1.6 Middleware Layout
4.1.7 Actuation Layer Layout
4.1.8 Three Scenarios for Autonomous Driving
4.1.9 Autonomous Driving Roadmap in China
4.1.10 Autonomous Driving Solution
4.1.11 Evolution of Autonomous Driving Features
4.1.12 Automated Parking Layout
4.1.13 L4 Demonstration Projects
4.1.14 V2X Demonstration Projects
4.1.15 Autonomous Driving Partners
4.1.16 Autonomous Driving Dynamics in 2020
4.1.17 Summary

4.2 Continental
4.2.1 Profile
4.2.2Organizational Structure
4.2.3 R&D Input
4.2.4 Autonomous Driving Planning
4.2.5 Perception Layer Layout
4.2.6 Decision Layer Layout
4.2.7 Actuation Layer Layout
4.2.8 Layout of Three Scenarios for Autonomous Driving
4.2.9 V2X Layout
4.2.10 Autonomous Driving Partners
4.2.11 Autonomous Driving Dynamics in 2019-2020
4.2.12 Summary

4.3 Aptiv
4.3.1 Profile
4.3.2 Revenue and Orders
4.3.3 Overall Layout and Positioning
4.3.4 Perception Layer Layout
4.3.5 Decision Layer Layout
4.3.6 Autonomous Driving Route
4.3.7 L4 Solutions and Demonstration Projects
4.3.8 Autonomous Driving Partners
4.3.9 Autonomous Driving Dynamics in 2019-2020
4.3.10 Summary

4.4 Valeo
4.4.1 Profile
4.4.2 Perception Layer Layout
4.4.3 Decision Layer Layout
4.4.4 Autonomous Driving Development Roadmap
4.4.5 L4 Demonstration Projects
4.4.6 Layout of Three Scenarios for Autonomous Driving
4.4.7 Autonomous Driving Layout in China
4.4.8 Main Partners
4.4.9 Autonomous Driving Dynamics in 2019-2020
4.4.10 Summary

4.5 ZF
4.5.1 Profile and Operation
4.5.2 Product Layout
4.5.3 Perception Layer Layout
4.5.4 Decision Layer Layout
4.5.5 Middleware Layout
4.5.6 Actuation Layer Layout
4.5.7 Layout of Scenarios for Autonomous Driving
4.5.8 Autonomous Driving Solutions
4.5.9 Autonomous Driving Partners
4.5.10 Autonomous Driving Dynamics in 2019-2020
4.5.11 Summary

4.6 Hyundai Mobis
4.6.1 Profile and Operation
4.6.2 Global R&D Institutes
4.6.3 Perception Layer Layout
4.6.4 ADAS Features and Layout
4.6.5 Autonomous Driving Planning and Strategy
4.6.6 Dynamics of ADAS and Autonomous Driving in 2019-2020
4.6.7 Summary

4.7 Veoneer
4.7.1 Profile
4.7.2 Operation
4.7.3 Major Products and Customers
4.7.4 Perception Layer Layout
4.7.5 Decision Layer Layout
4.7.6 Overall Autonomous Driving Layout
4.7.7 Autonomous Driving Development Planning
4.7.8 Autonomous Driving Roadmap
4.7.9 L2&L2+ Solutions and Features
4.7.10 New Generation of ADAS System
4.7.11 Main Partners
4.7.12 Autonomous Driving Dynamics in 2019-2020
4.7.13 Summary

4.8 Visteon
4.8.1 Profile
4.8.2 Operation
4.8.3 Main Products
4.8.4 Decision Layer Layout
4.8.5 L3/L4 Autonomous Driving Tests
4.8.6 Development Planning for ADAS and Autonomous Driving
4.8.7 Autonomous Driving Partners
4.8.8 Autonomous Driving Dynamics in 2018-2020
4.8.9 Summary

4.9 Magna
4.9.1 Profile and Operation
4.9.2 ADAS Features Accomplished
4.9.3 Perception Layer Layout
4.9.4 Decision Layout Layout
4.9.5 Actuation Layout Layout
4.9.6 Magna Gen5 "one-box" solution
4.9.7 Collaborative Development of ADAS System
4.9.8 Autonomous Driving Dynamics in 2018-2020
4.9.9 Summary

4.10 Denso
4.10.1 Profile
4.10.2 Global R&D Bases 
4.10.3 Operation
4.10.4 Perception Layer Layout
4.10.5 Autonomous Driving Investment and R&D Layout
4.10.6 Autonomous Driving Tests
4.10.7 Autonomous Driving Planning
4.10.8 Cockpit Planning around Autonomous Driving
4.10.9 Autonomous Driving Dynamics in 2019-2020
4.10.10 Summary

5. Comparison of Tier 1 ADAS and Autonomous Driving Suppliers in China
5.1 Fundamentals
5.2 Development Features
5.3 Perception Layer Layout
5.4 Decision Layer Layout
5.5 Autonomous Driving Scenarios, Planning, Tests and Partners

6. Major Tier 1 ADAS and Autonomous Driving Suppliers in China
6.1 Baidu
6.1.1 Profile
6.1.2 Development Course of Autonomous Driving
6.1.3 Apollo Open Platform
6.1.4 Perception Layer Layout
6.1.5 Decision Layer Layout
6.1.6 Mass Production Solution for Low-speed Autonomous Driving
6.1.7 Autonomous Driving Test
6.1.8 Mass Production Solution for Autonomous Driving
6.1.9 Autonomous Driving Partners
6.1.10 Summary

6.2 Tencent
6.2.1 Profile
6.2.2 Perception Layer Layout
6.2.3 Autonomous Driving Data Cloud Platform
6.2.4 TAD Sim 2.0 Simulation Platform
6.2.5 Autonomous Driving Solutions
6.2.6 5G CVIS Open Source Platform
6.2.7  Autonomoud Driving Road Intelligent Inspection Solution
6.2.8 Smart Mobility Layout
6.2.9 Summary

6.3 Alibaba
6.3.1 Profile
6.3.2 ADAS Technology Architecture
6.3.3 Decision Layer Layout 
6.3.4 Autonomous Driving Cloud Platform 
6.3.5 CVIS
6.3.6 Autonomous Driving Solutions
6.3.7 Summary

6.4 Huawei
6.4.1 Profile
6.4.2 Autonomous Driving Path
6.4.3 Autonomous Driving Solution
6.4.4 
6.4.5 Decision Layer Layout 
6.4.6 Software Layer Layout
6.4.7 Autonomous Driving Simulation Layout
6.4.8 V2X Layout
6.4.9 Partners
6.4.10 Summary

6.5 Foryou Corporation
6.5.1 Profile and Product Layout
6.5.2 Perception Layer Layout
6.5.3 Autonomous Driving Function and Solutions
6.5.4 Summary

6.6 Desay SV
6.6.1 Profile
6.6.2 Perception Layer Layout
6.6.3 Decision Layer Layout
6.6.4 Autonomous Driving Solution
6.6.5 V2X Solutions
6.6.6 Autonomous Driving Test
6.6.7 Partners
6.6.8 Future Planning
6.6.9 Autonomous Driving Dynamics
6.6.10 Summary

6.7 Neusoft Reach
6.7.1 Profile
6.7.2 Business Layout
6.7.3 ADAS Product Line
6.7.4 Decision Layer Layout
6.7.5 V2X Layout
6.7.6 Partners
6.7.7 Future Planning
6.7.8 Summary

6.8 NavInfo
6.8.1 Profile
6.8.2 Development Planning
6.8.3 Operation Performance
6.8.4 Perception Layer Layout
6.8.5 Chip Business  
6.8.6 Autonomous Driving Test
6.8.7 V2X Important Development Node
6.8.8 Autonomous Driving Business Cooperation
6.8.9 Major Clients
6.8.10 Dynamics in 2020-2021 
6.8.11 Summary

6.9 TUS International
6.9.1 Profile
6.9.2 Perception Layer Layout
6.9.3 Autonomous Driving Solution
6.9.4 V2X Layout
6.9.5 Cloud Control Business
6.9.6 Partners
6.9.7 Summary

6.10 HiRain Technologies
6.10.1 Profile
6.10.2 Autonomous Driving Planning
6.10.3 Perception Layer Layout
6.10.4 Decision Layer Layout
6.10.5 Autonomous Driving Products
6.10.6 Autonomous Driving Prototype Test
6.10.7 Summary

6.11 Freetech
6.11.1 Profile
6.11.2 Perception Layer Layout
6.11.3 Decision Layer Layout
6.11.4 L2-L3 Solution
6.11.5 L4 Solution and Projects
6.11.6 Major Clients
6.11.7 Summary
 

Chinese Independent OEMs’ ADAS and Autonomous Driving Report, 2021

Chinese brands’ ADAS research: Lynk & Co, BYD, Haval and Geely are in the first echelon of L2In the first eight months of 2021, more than 1.31 million vehicles of Chinese brands were equipped with...

Joint Venture OEMs’ Telematics Products Report, 2021

Research on JV-brand Telematics: Digitization and localization help the rise of joint venture brands With the development of intelligence and connectivity, automobiles have become a "third space" in...

AUTOSAR Basic Software Platform Report, 2021

Autosar research: How Chinese providers seize the opportunity in the wave of software-defined vehicles. As vehicle software becomes more complicated and single vehicle software value rises, AUTOS...

Chinese Independent OEMs’ Telematics Products Report, 2021

Chinese OEMs’ telematics research: high computing power chips promote the integration of telematics with AI In the first eight months of 2021, 57.1% of new passenger cars in China installed telematic...

Global and China Lithium-ion Battery Anode Material Industry Report,2021-2026

Lithium battery is primarily composed of cathode materials, anode materials, separator, and electrolyte. Anode materials, one of vital raw materials, make up 5%-15% of lithium battery cost. Currently,...

China Automotive Multimodal Interaction Development Research Report, 2021

Our China Automotive Multimodal Interaction Development Research Report, 2021 combs through and summarizes the interaction modes of mainstream auto brands. The current automotive human-computer inte...

Global and China Automotive Operating System (OS) Industry Report, 2021

Automotive OS Research: Automotive OS Is Highly Competitive Automotive OS has always been complicated and dazzling. A year ago, ResearchInChina classified "Automotive OS" into four types:1) Basic Au...

New Energy Vehicle VCU Industry Report, 2021

VCU research: rapid evolution to integration and domain controlOEMs gradually realize independent supply amid the competitive landscape of VCUs for new energy passenger cars The VCU is the "brain" o...

China Automotive Magnesium Alloy Die Casting Industry Report, 2021

Under the general trend of automobile lightweight, the CAGR of magnesium alloy market demand reached 13.2% The vast majority of automotive magnesium alloy parts are die casting parts, which are mainl...

New Energy Vehicle Thermal Management System Market Research Report, 2021

Research on EV Thermal Management System: Fast iterative Application of New Technologies such as Heat Pump Air conditioning and Fourth-generation Refrigerant China's new energy vehicle thermal manage...

Automotive Cockpit Multi and Dual Display Trend Report, 2021

In 2021H1, the sales of vehicle models with console multi and dual display surged by 61% and 155% on a like-on-like basis, respectively Our Automotive Cockpit Multi and Dual Display Trend Report, 202...

Automotive Smart Cockpit Design Trend Report, 2021

Smart Cockpit Design Trend Research: Moving to the third living space With the continuous development of cockpit hardware and software technology, intelligent cockpit design is evolving, pivoting fro...

Global and China Automotive PCB Industry Report, 2021

Automotive PCB research: vehicle intelligence and electrification bring about demand for PCBs, and local manufacturers come to the fore. The share of electronics in curb weight of a vehicle is rising,...

Automotive Infrared Night Vision System Research Report, 2021

Infrared night vision research: as 60% traffic accidents happen at night, infrared imaging technology comes as an effective solution. This report combs through development trends and market size of ...

Intelligent Vehicle E/E Architecture and Computing Platform Industry Research Report, 2021

E/E Architecture and Computing Platform Industry Research: Three Evolution Stages of Automakers’ E/E ArchitecturesDomain centralized architectures will gradually evolve to quasi-central and central co...

Automotive Head-up Display (HUD) Industry Report, 2021

HUD industry research: rapid adoption of OEM HUD in vehicles is under way and Chinese auto brands perform well. Head-up display (HUD) projects key information onto the transparent media or windshiel...

Global and China Hybrid Vehicle Industry Research Report, 2021

Research on hybrid vehicles: Five global major hybrid technologies compete fiercely in China The hybrid technology is one of the important technology roadmaps to achieve emission peak, carbon neutral...

Automotive T-Box Ranking and Comparison Analysis Report, 2021

Automotive T-Box Ranking and Comparison Analysis Report, 2021 conducts comparison of T-BOX parameters of 15 vendors, and the comparative items include:size, power consumption, 5G support, 4G support, ...

2005- www.researchinchina.com All Rights Reserved 京ICP备05069564号-1 京公网安备1101054484号