ADAS and Autonomous Driving Tier 1 Suppliers Report, 2019-2020
  • Apr.2020
  • Hard Copy
  • USD $3,400
  • Pages:245
  • Single User License
    (PDF Unprintable)       
  • USD $3,200
  • Code: YSJ108
  • Enterprise-wide License
    (PDF Printable & Editable)       
  • USD $4,800
  • Hard Copy + Single User License
  • USD $3,600
      

Tier 1 suppliers for autonomous driving: Chinese Tier 1 suppliers have not embarked on the actuation layer, and L3 will spread after 2022

Amid the controversy in L3, some media believe that Audi will give up L3, which is later denied by Audi saying it only elevate the L3 research to Volkswagen Group.

Most OEMs plan to launch L3 models in 2020 except Volvo, Ford and NextEV that will skip L3.

Strictly speaking, the L3 models to be launched by OEMs in 2020 may be prototypes of some high-end models or not real L3 models.

Tier 1 suppliers are not in readiness for large-scale supply to L3 models. Continental, for instance, focuses on L2 + models between 2019 and 2022, and will commercialize L3 models after 2022. Bosch will also begin commercializing the L3 highway pilot (HWP) function after 2022. To increase redundancy of the system, Bosch renders a dual-domain controller architecture to further ensure the system security.

In the realm of autonomous driving, Tier 1 suppliers profit mainly from ADAS. Although Mobileye enjoys the largest market share in terms of ADAS algorithms (including software and chips), it did not secure the highest revenue in 2019 in the ADAS market which also covers control units, millimeter wave radars, map positioning systems, etc.

A case in point is Continental whose ADAS revenue in 2019 posted €4 billion (20% from ADAS domain control unit (ADCU) and 40% from radars).

tier 1_副本.png

It can be seen in the table below that Bosch, Continental and Valeo stay ahead by deployments among foreign Tier 1 suppliers, and Huawei deploys most widely in Chinese Tier 1 suppliers.

tier 2_副本.png

Chinese Tier 1 suppliers have not embarked on the actuation layer, which is undoubtedly their biggest shortcoming. Without the know-how about actuation technology, they cannot control the autonomous vehicles accurately nor have the initiative. It is expected that they will invest in or acquire related companies in the near future to address inadequacies.

Despite lagged far behind foreign Tier 1 suppliers in the underlying hardware of autonomous driving, Chinese Tier 1 suppliers delve more into application scenarios and V2X than foreign counterparts who usually deploy in expressways, urban roads, and autonomous parking, for the three of which Valeo, for example, launched Cruise4U, Drive4U, Park4U , respectively.

Chinese Tier 1 suppliers have laid out more scenarios. Together with partners, Baidu is present in such scenarios as autonomous cleaning, autonomous agricultural machinery, autonomous shuttles, RoboTaxi, autonomous delivery, autonomous buses, autonomous trucks, and AVP.

Alibaba is pivoted on autonomous logistics vehicle to bolster its e-commerce business.

TIER 3_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 Actuation Layer

2. Policies and Market Environment
2.1 Policies
2.1.1 U.S.
2.1.2 South Korea
2.1.3 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 Planning of L2+ and 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 Autonomous Driving Product Layout
4.1.3 Perception Layer Layout
4.1.4 Decision Layer Layout
4.1.5 Actuation Layer Layout
4.1.6 Three Scenarios for Autonomous Driving
4.1.7 Evolution of Autonomous Driving Features
4.1.8 Automated Parking Layout
4.1.9 L4 Demonstration Project
4.1.10 Autonomous Driving Partners
4.1.11 Autonomous Driving Dynamics in 2019-2020
4.1.12 Summary

4.2 Continental
4.2.1 Profile
4.2.2Organizational Structure
4.2.3 Perception Layer Layout
4.2.4 Decision Layer & Actuation Layer Layout
4.2.5 Autonomous Driving Planning
4.2.6 Layout of Three Scenarios for Autonomous Driving
4.2.7 Autonomous Driving Partners
4.2.8 Autonomous Driving Dynamics in 2019-2020
4.2.9 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
4.4.5 Layout of Three Scenarios for Autonomous Driving
4.4.6 Autonomous Driving Layout in China
4.4.7 Main Partners
4.4.8 Autonomous Driving Dynamics in 2019-2020
4.4.9 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 Actuation Layer Layout
4.5.6 Layout of Scenarios for Autonomous Driving
4.5.7 Autonomous Driving Solutions
4.5.8 Autonomous Driving Partners
4.5.9 Autonomous Driving Dynamics in 2019-2020
4.5.10 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 Milestones
4.7.5 Perception Layer Layout
4.7.6 Decision Layer Layout
4.7.7 Overall Autonomous Driving Layout
4.7.8 Autonomous Driving Development Planning
4.7.9 Main Partners
4.7.10 Autonomous Driving Dynamics in 2019-2020
4.7.11 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 Autonomous Driving Dynamics in 2018-2020
4.9.5 Summary

4.10 Denso
4.10.1 Profile
4.10.2 Operation
4.10.3 Global R&D Bases
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 Autonomous Driving
6.1.7 Autonomous Driving Test
6.1.8 Operation of RoboTaxi
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 Simulation Platform
6.2.5 Autonomous Driving Solutions
6.2.6 5G CVIS Open Source Platform
6.2.7 Smart Mobility Layout
6.2.8 Summary

6.3 Alibaba
6.3.1 Profile
6.3.2 CVIS
6.3.3 Autonomous Driving Solutions
6.3.4 Summary

6.4 Huawei
6.4.1 Profile
6.4.2 ICV Solutions
6.4.3 L4 Intelligent Driving Solutions
6.4.4 Perception Layer Layout
6.4.5 Decision Layer Layout
6.4.6 Autonomous Driving Path
6.4.7 ICV Partners
6.4.8 Summary

6.5 Foryou Corporation

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

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

6.8 NavInfo
6.9 TUS Cloud Control
 

Ecological Domain and Automotive Hardware Expansion Research Report, 2024

Automotive Ecological Domain Research: How Will OEM Ecology and Peripheral Hardware Develop? Ecological Domain and Automotive Hardware Expansion Research Report, 2024 released by ResearchInChina ...

C-V2X and CVIS Industry Research Report, 2024

C-V2X and CVIS Research: In 2023, the OEM scale will exceed 270,000 units, and large-scale verification will start.The pilot application of "vehicle-road-cloud integration” commenced, and C-V2X entere...

Automotive Intelligent Cockpit Platform Configuration Strategy and Industry Research Report, 2024

According to the evolution trends and functions, the cockpit platform has gradually evolved into technical paths such as cockpit-only, cockpit integrated with other domains, cockpit-parking integratio...

Analysis on Huawei's Electrification, Connectivity, Intelligence and Sharing,2023-2024

Analysis on Huawei's Electrification, Connectivity, Intelligence and Sharing: Comprehensive layout in eight major fields and upgrade of Huawei Smart Selection The “Huawei Intelligent Driving Business...

Li Auto’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024

Li Auto overestimates the BEV market trend and returns to intensive cultivation. In the MPV market, Denza D9 DM-i with the highest sales (8,030 units) in January 2024 is a hybrid electric vehicle (H...

Analysis on NIO’s Layout in Electrification, Connectivity, Intelligence and Sharing, 2023

Analysis on NIO’s Layout in Electrification, Connectivity, Intelligence and Sharing, 2023 Because of burning money and suffering a huge loss, many people thought NIO would soon go out of business. NI...

Monthly Monitoring Report on China Automotive Sensor Technology and Data Trends (Issue 3, 2024)

Insight into intelligent driving sensors: “Chip-based” reduces costs, and the pace of installing 3-LiDAR solutions in cars quickens. LiDARs were installed in 173,000 passenger cars in China in Q1 2024...

Autonomous Driving Simulation Industry Report, 2024

Autonomous Driving Simulation Research: Three Trends of Simulation Favoring the Implementation of High-level Intelligent Driving. On November 17, 2023, the Ministry of Industry and Information Techno...

Mobile Charging Robot Research Report, 2024

Research on mobile charging robot: more than 20 companies have come in and have implemented in three major scenarios. Mobile Charging Robot Research Report, 2024 released by ResearchInChina highlight...

End-to-end Autonomous Driving (E2E AD) Research Report, 2024

End-to-end Autonomous Driving Research: status quo of End-to-end (E2E) autonomous driving 1. Status quo of end-to-end solutions in ChinaAn end-to-end autonomous driving system refers to direct mappi...

Monthly Monitoring Report on China Automotive Intelligent Driving Technology and Data Trends (Issue 2, 2024)

Insight into intelligent driving: ECARX self-develops intelligent driving chips, and L2.5 installation soared by 175% year on year.   Based on the 2023 version, the 2024 version of Monthly...

Monthly Monitoring Report on China Automotive Intelligent Cockpit Technology and Data Trends (Issue 2, 2024)

Insight into intelligent cockpit: the trend towards large screens is obvious, with >10" center console screens sweeping over 80%. Based on the 2023 Edition, the 2024 Edition of Monthly Monitoring...

China Intelligent Driving Fusion Algorithm Research Report, 2024

Intelligent Driving Fusion Algorithm Research: sparse algorithms, temporal fusion and enhanced planning and control become the trend. China Intelligent Driving Fusion Algorithm Research Report, 2024 ...

Automotive Electronics OEM/ODM/EMS Industry Report, 2024

Automotive electronics OEM/ODM/EMS research: top players’ revenue has exceeded RMB10 billion, and new entrants have been coming in.  At present, OEMs in the Chinese automotive electronics indus...

Analysis on Xpeng’s Layout in Electrification, Connectivity, Intelligence and Sharing, 2023

Research on Xpeng’s layout in electrification, connectivity, intelligence and sharing: in the innovation-driven rapid development, secured orders for 100 flying cars.     NIO, Xp...

Automotive Cockpit SoC Research Report, 2024

Automotive Cockpit SoC Research: Automakers quicken their pace of buying SoCs, and the penetration of domestic cockpit SoCs will soar Mass production of local cockpit SoCs is accelerating, and the l...

Automotive Integrated Die Casting Industry Report, 2024

Integrated Die Casting Research: adopted by nearly 20 OEMs, integrated die casting gains popularity.  Automotive Integrated Die Casting Industry Report, 2024 released by ResearchInChina summari...

China Passenger Car Cockpit Multi/Dual Display Research Report, 2023-2024

In intelligent cockpit era, cockpit displays head in the direction of more screens, larger size, better looking, more convenient interaction and better experience. Simultaneously, the conventional “on...

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