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2018-2019 ADAS与自动驾驶产业链报告:低速自动驾驶篇
字数:0.0万 页数:195 图表数:0
中文电子版:12000元 中文纸版:9600元 中文(电子+纸)版:12500元
英文电子版:3400美元 英文纸版:3600美元 英文(电子+纸)版:3700美元
编号:ZJF099 发布日期:2019-03 附件:下载

        L4及以上自动驾驶发展遇到困难,但是低速自动驾驶产业正在稳步快速推进。

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        自动驾驶小巴的市场开拓者之一NAVYA的销量数据并不好看,远不如百度阿波龙的销量。

        但是2019年无疑是低速自动驾驶车销量起飞的一年。低速无人配送车公司Nuro.ai获得由软银愿景基金投资的9.4亿美元,融资后的首要目标就是扩大无人车队规模。

        百度预计2019年搭载Apollo 具备L4 自动驾驶能力的无人车将达10000台,大多数都应是低速车。智行者2019年规划生产1200台低速无人车。

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        根据佐思产研的的保守预计,包含低速载人无人车、低速载货无人车、无人作业车在内,2020年中国低速自动驾驶车销量将达1.1万台,2023年将达10.4万台。

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        相比较而言,国外低速自动驾驶公司更多精力放在载人上,国内低速自动驾驶公司更多投入到低速载货上。

        2017年全球食物及包裹配送市场规模高达4000亿美元,其中“最后一公里”的配送市场份额约800亿美元。麦肯锡预测,未来10年间,80%的包裹交付都将自动进行配送。

        因此,低速无人配送将是低速自动驾驶的最大市场。这个领域汇集了Nuro.ai、Starship、Auto X、智行者、新石器、苏宁、美团、京东、菜鸟、诗航智能、小狮科技等公司。

低速自动驾驶3.png

        无人配送车前景非常好,但是也存在着若干发展障碍。主要包括:

(1)初期研发成本高,后期维护成本高。由于技术和法规限制,目前的无人车都需要配安全员。有的竟然需要安全员开一辆普通车跟在无人配送车后面。

(2)公众接受度和政策障碍。美国有不少民众抗议小型送货无人车占用人行道,侵犯了行人的路权,因此拟限制送货无人车上路的数量。中国的无人配送车需要领配送证,但政策还在研拟讨论阶段,尚不能发证,相关标准应有望在2019年定下来。

(3)技术尚未成熟,产品价格昂贵。大量无人车并不能适应公共道路上开放的交通环境,现实的开放路况远比社区(园区)内复杂,产品稳定性也有待考验。

(4)小型无人配送车容易被破坏。和共享单车一样,无人配送车如果处于无人照看状态,很可能被人破坏,配送的货物也容易被人顺手牵羊。

        虽然面临各种障碍,也挡不住无人配送车的快速发展趋势。无人配送车的发展需要参与企业的技术研发能力、渠道配送体系、既有市场资源等。

        相对To C市场而言,To B市场则没有那么多法规限制和被破坏的困扰。

        2018年10月,酷哇机器人和中联重科共同投资成立合资子公司:酷哇中联。未来两年投资十亿级别规模的智能驾驶商用车量产及改装产线、运营商业车队等。酷哇中联主要聚焦在无人清扫车。

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        To B市场的竞争也没那么激烈。踏歌智行聚焦无人矿车市场,海高汽车与优尼斯合作推出室内自动洗地车,中联重科与吴恩达旗下的Landing.AI合作研发无人农机,驭势科技推出无人驾驶行李物流车。


Low-speed Autonomous Driving Industry: Sales of Low-speed Autonomous Vehicles will Reach 11,000 Units in China in 2020

L4 and above autonomous driving suffers a setback but low-speed autonomous driving industry is advancing at a steady and fast pace.

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NAVYA, an autonomous minibus trailblazer, performed poorly in sales, far less than that of Baidu Apolong.

But there is no doubt that 2019 will see robust sales of low-speed autonomous vehicle. Nuro.ai which runs low-speed self-driving delivery pods, raised $940 million from SoftBank Vision Fund, with which it will strenuously scale up its AV fleets.

Baidu expects 10,000 Apollo-enabled L4 AVs in 2019, most of which will be low-speed ones. Idriveplus plans to produce 1,200 low-speed self-driving vehicles in 2019.

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On our conservative estimate, 11,000 low-speed AVs including self-driving passenger cars, low-speed autonomous trucks and autonomous working vehicles, will be sold in China in 2020, and the sales figure will soar to 104,000 units in 2023.

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Foreign low-speed autonomous vehicle firms are energetically dedicated to passenger cars while their Chinese peers focus on low-speed trucks.

In 2017, global food and parcel delivery market was valued at a staggering $400 billion, including roughly $80 billion of “last-mile” delivery market. Eighty percent of packages will be delivered by autonomous vehicles in the next decade, as is predicted by McKinsey.

Driverless delivery vehicle market will therefore be a tipping point of the low-speed autonomous driving market, where the key players include Nuro.ai, Starship, Auto X, Idriverplus, Neolix, Suning, Meituan, JD, Cainiao, Navibook, and Aisimba.

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Yet, the promising driverless delivery vehicles are confronted with challenges as follows:

(a) High costs in early R&D and expensive maintenance cost. Due to technical and legal constraints, the self-driving vehicle without exception needs a safety officer, and even a security guard driving a car behind the driverless delivery vehicle.

(b) Public acceptance and policy barriers. Many Americans protest against small autonomous delivery vehicle, complaining about its infringement of people’s rights of way now that the sidewalks are regularly encroached. Consequently, the number of self-driving delivery vehicles running on road is to be limited in the United States. In China, the autonomous delivery vehicle has to be allowed with a license, and the policy is being discussed and waits to be drafted, and the issuance of permits s impossible for the moment. Related standards are anticipated to be set down within 2019.

(c) Still immature technologies and expensive products. A large number of autonomous vehicles fail to suit traffic environment on public roads and the real open road conditions are more complicated than those in communities and parks. Product stability desires to be tested.

(d) Vulnerability to damages. Like bike-sharing, the self-driving delivery vehicle will be readily destroyed by the immoralist and the deliveries will be possibly stolen if unattended.

Despite those aforementioned, the autonomous delivery vehicle is an irresistible trend, being expedited by the technical competence, channel distribution system and existing market resources of the key players.

The To B market is faced with not so many legal restrictions and damages as the To C market.

In October 2018, Cowarobot and Zoomlion co-founded a joint-stock subsidiary – Cowarobot Zoomlion Intelligence Technology Co., Ltd which is primarily focused on driverless sweepers, and they will lavish a total of at least RMB1 billion for mass-production of autonomous commercial vehicle, modification of production lines, operation of commercial fleets, among others.

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The To B market features not so fierce competition. Beijing I-tage Technology Co., Ltd is engrossed in the driverless mining vehicle market; HiGo Automotive collaborated with UNIS to roll out indoor self-driving floor scrubber; Zoomlion partnered with Landing.AI (established by Andrew Ng) to develop autonomous agricultural machinery; UISEE launched autonomous luggage vehicle.

ADAS and Autonomous Driving Industry Chain Report, 2018-2019 of ResearchInChina covers following 17 reports:
1) Global Autonomous Driving Simulation and Virtual Test Industry Chain Report, 2018-2019
2) China Car Timeshare Rental and Autonomous Driving Report, 2018-2019
3) Report on Emerging Automakers in China, 2018-2019
4) Global and China HD Map Industry Report, 2018-2019
5) Global and China Automotive Domain Control Unit (DCU) Industry Report, 2018-2019
6) Global and China Automated Parking and Autonomous Parking Industry Report, 2018-2019
7) Cooperative Vehicle Infrastructure System (CVIS) and Vehicle to Everything (V2X) Industry Report, 2018-2019
8) Autonomous Driving High-precision Positioning Industry Report, 2018-2019
9) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Processor
10) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Automotive Lidar
11) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Automotive Radar
12) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Automotive Vision
13) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Passenger Car Makers
14) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– System Integrators
15) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Commercial Vehicle Automated Driving
16) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Low-speed Autonomous Vehicle
17) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– L4 Autonomous Driving

第一章 低速自动驾驶产业概述
1.1 低速自动驾驶车的定义
1.2 低速自动驾驶车辆分类
1.3 自动驾驶落地路径
1.4 国内外数十家厂商进入
1.5 无人小巴的运营模式
1.6 美国各地正在进行各种低速无人车试运营
1.7 中国各地低速载客试运营一览
1.8 全球各地低速载货和无人配送试运营一览

第二章 低速自动驾驶市场
2.1 2018-2025全球无人小巴市场规模-数量
2.2 2018-2025全球无人小巴市场规模-金额
2.3 无人小巴细分市场:私人交通
2.4 无人小巴细分市场:公共交通
2.5 竞争格局:现阶段主要竞争者
2.6 竞争格局:潜在竞争者
2.7 中国低速自动驾驶市场规模预计
................................

第三章 全球低速载人自动驾驶企业研究
3.1 Transdev
3.1.1 Transdev简介
3.1.2 Transdev的自动驾驶运营案例
3.1.2 Transdev的自动驾驶运营案例
3.1.3 Transdev 自动驾驶巴士运营三种模式
3.1.4 Transdev 承担的角色及技术合作伙伴
3.1.5 Transdev的叫车手机APP
3.1.6 重要合作伙伴
3.2 Navya
3.2.1 公司简介
3.2.2 发展历程
3.2.3 AUTONOM SHUTTLE
3.2.4 Autonom CAB
3.2.5 经营业绩
3.2.6 价值链环节主要合作伙伴
3.3 Local Motors
3.3.1 公司简介
3.3.2 测试项目
3.3.3 Local Motors和固特异的合作
3.4 Auro Robotics
3.4.1 公司简介
3.4.2 主要产品及技术
3.5 May Mobility
3.5.1 公司简介
3.5.2 最新进展
3.6 2getthere
3.6.1 公司简介
3.6.2 主要项目
3.7 BestMile
3.7.1 公司简介
3.7.2 自动驾驶移动服务平台
3.7.3 主要客户及项目
3.7.4 无人车部署地点
3.8 Easy Mile
3.8.1 公司简介
3.8.2 EZ10第二代
3.8.3 Easy Mile 主要运行项目
3.8.4 在中国和美国的落地项目
3.9 SB Drive
3.9.1 公司简介
3.9.2 发展历程
3.10 ohmio
3.10.1 公司简介
3.10.2 主要产品
3.10.3 低速自动驾驶产品
3.11 e.go Mobile
3.11.1 公司简介
3.11.2 低速自动驾驶产品
3.11.3 与Transdev、采埃孚的合作
3.12 Coast Autonomous
3.12.1 公司简介
3.12.2 路测情况
3.13 Optimus Ride
3.13.1 公司简介
3.13.2 技术及产品
3.13.4 最新进展
3.14 Udelv
................................

第四章 中国低速载人自动驾驶企业研究
4.1 阿波龙
4.1.1 公司简介
4.1.2 阿波龙简介
4.1.3“MiniBus-自动接驳小巴”
4.1.4“MicroCar-无人作业小车”
4.1.5 车队管理平台
4.1.6 Apollo车路协同
4.2 青飞智能
4.2.1 公司简介
4.2.2 主要技术
4.2.3 产品路线
4.2.4 产品测试
4.2.5 成功案例
4.3 天隼图像
4.3.1 自动驾驶路线图
4.3.2 主要产品
4.3.3 其他自动驾驶衍生车型
4.4 易成自动驾驶
4.4.1 公司简介
4.4.2 业务进展
4.4.3 无人园区车及落地情况
4.5 深兰科技
4.5.1 自动驾驶路线图
4.5.2 主要产品
................................

第五章 全球低速载货自动驾驶企业研究
5.1 Nuro.ai
5.1.1 公司简介
5.1.2 发展历程
5.1.3 无人驾驶送货服务
5.2 Einride
5.2.1 公司简介
5.2.2 T-pod自动驾驶配置
5.2.3 T-log基本性能指标
5.2.4 Einride的商业化
5.3 Starship
5.3.1 公司简介
5.3.2 发展历程和包裹递送服务
5.3.3 送餐服务
5.4 Auto X
5.4.1 公司简介
5.4.2 主要产品
5.4.3 低速自动驾驶产品
5.4.4 与中通战略合作
................................

第六章 中国低速载货自动驾驶企业研究
6.1 智行者
6.1.1 公司简介
6.1.2 发展历程
6.1.3 低速自动驾驶解决方案
6.1.4 蜗必达
6.1.5 无人配送物流车遇到的挑战
6.1.6 应用案例和推广计划
6.2 驭势科技
6.2.1 公司简介
6.2.2 产品及技术
6.2.3 无人驾驶行李物流车
6.3 灵动科技
6.3.1 公司简介
6.3.2 发展轨迹
6.3.3 主要产品
6.4 新石器
6.4.1 公司简介
6.4.2 微型物流车产品
6.4.3 软件技术
6.4.4 无人物流车的生产和推广
6.5 苏宁物流
6.5.1 公司简介
6.5.2 主要产品
6.5.3 苏宁物流无人车运营
6.5.4 加入Apollo联盟
6.6 美团
6.6.1 公司简介
6.6.2 业务发展历程及规划
6.6.3 美团加入BDD
6.6.4 美团发布无人配送开放平台
6.7 京东X事业部
6.7.1 京东末端配送机器人
6.7.2 无人车发展历程
6.7.3 京东无人车布局
6.7.4 京东无人车落户长沙
6.7.5 京东机器人智能配送站
6.8 菜鸟网络
6.8.1 公司简介
6.8.2 产品线
6.8.3 主要功能
6.8.4 最新进展
6.9 诗航智能
6.9.1 公司简介
6.9.2 战略规划
6.10 小狮科技
6.10.1 公司简介
6.10.2 主要产品技术
6.10.3 自动驾驶物流配送车
................................

第七章 无人作业车企业研究
7.1 酷蛙科技
7.1.1 公司简介
7.1.2 主要技术
7.1.3 酷哇/中联合资部署自动驾驶环卫领域
7.2 仙途智能
7.2.1 公司简介
7.2.2 主要产品
7.2.3 产品测试
7.3 中联重机
7.3.1 公司简介
7.3.2 中联重工智慧农业和自动驾驶
7.3.3 农机自动驾驶主要技术
7.3.4 与Landing.AI共同研发
7.4 海高汽车
7.4.1 公司简介
7.4.2 低成本无人清扫车
7.4.3 与优尼斯共推室内自动洗地车落地运营
7.5 踏歌智行
7.5.1 公司简介
7.5.2 发展历程
7.5.3 踏歌自动驾驶机器人应用场景
7.5.4 在矿用车的应用
7.5.5 无人矿卡作业应用案例
................................

 

1 Low-speed Autonomous Driving Industry
1.1 Definition of Low-speed Autonomous Vehicle
1.2 Classification of Low-speed Autonomous Vehicle
1.3 Paths for Implementation of Autonomous Driving
1.4 Dozens of Entrants at Home and Abroad
1.5 Business Models of Autonomous Minibuses
1.6 Trial Operation of Various Low-speed Autonomous Vehicles in the United States
1.7 Trial Operation of Low-speed Passenger Vehicle in China
1.8 Trial Operation of Low-speed Truck and Autonomous Delivery Vehicle Worldwide

2 Low-speed Autonomous Driving Market
2.1 Global Autonomous Minibus Market Size in 2018-2025 - Quantity
2.2 Global Autonomous Minibus Market Size in 2018-2025 - Value
2.3 Autonomous Minibus Market Segment: Private Transportation
2.4 Autonomous Minibus Market Segment: Public Transportation
2.5 Competitive Landscape: Current Major Competitors
2.6 Competitive Landscape: Potential Competitors
2.7 Forecast for China’s Low-speed Autonomous Driving Market Size

3 Global Low-speed Autonomous Passenger Vehicle Enterprises
3.1 Transdev
3.1.1 Profile
3.1.2 Autonomous Driving Operation Cases
3.1.3 Three Operation Modes of Autonomous Buses
3.1.4 Role and Technical Partners of Transdev
3.1.5 Car-hailing APP
3.1.6 Important Partners
3.2 Navya
3.2.1 Profile
3.2.2 Development Course
3.2.3 AUTONOM SHUTTLE
3.2.4 Autonom CAB
3.2.5 Performance
3.2.6 Main Partners in Value Chain
3.3 Local Motors
3.3.1 Profile
3.3.2 Test Projects
3.3.3 Cooperation with Goodyear
3.4 Auro Robotics
3.4.1 Profile
3.4.2 Main Products and Technologies
3.5 May Mobility
3.5.1 Profile
3.5.2 Latest Progress
3.6 2getthere
3.6.1 Profile
3.6.2 Main Projects
3.7 BestMile
3.7.1 Profile
3.7.2 Mobile Service Platform for Autonomous Driving
3.7.3 Major Customers and Projects
3.7.4 Deployment Location of Autonomous Vehicles
3.8 Easy Mile
3.8.1 Profile
3.8.2 Second-generation EZ10
3.8.3 Main Projects
3.8.4 Projects in China and the United States
3.9 SB Drive
3.9.1 Profile
3.9.2 Development Course
3.10 ohmio
3.10.1 Profile
3.10.2 Main Products
3.10.3 Low-speed Autonomous Vehicles
3.11 e.go Mobile
3.11.1 Profile
3.11.2 Low-speed Autonomous Vehicles
3.11.3 Cooperation with Transdev and ZF
3.12 Coast Autonomous
3.12.1 Profile
3.12.2 Road Tests
3.13 Optimus Ride
3.13.1 Profile
3.13.2 Technologies and Products
3.13.3 Latest Progress
3.14 Udelv

4 Chinese Low-speed Autonomous Passenger Vehicle Enterprises
4.1 Apolong
4.1.1 Company Profile
4.1.2 Profile of Apolong
4.1.3 “MiniBus- Autonomous Shuttle”
4.1.4 “MicroCar-Autonomous Working Vehicle”
4.1.5 Fleet Management Platform
4.1.6 Vehicle Infrastructure Cooperative Systems (VICS)
4.2 Magride
4.2.1 Profile
4.2.2 Main Technology
4.2.3 Product Roadmap
4.2.4 Product Test
4.2.5 Success Cases
4.3 Falcon Image
4.3.1 Autonomous Driving Roadmap
4.3.2 Main Products
4.3.3 Other Derivative Autonomous Models
4.4 eCHIEV
4.4.1 Profile
4.4.2 Business Progress
4.4.3 Autonomous Park Vehicles and Implementation
4.5 DeepBlue Technology
4.5.1 Autonomous Driving Roadmap
4.5.2 Main Products

5 Global Low-speed Autonomous Cargo Vehicle Enterprises
5.1 Nuro.ai
5.1.1 Profile
5.1.2 Development History
5.1.3 Delivery Services by Autonomous Vehicle
5.2 Einride
5.2.1 Profile
5.2.2 Autonomous Driving Configuration of T-pod
5.2.3 Basic Performance Indicators of T-log
5.2.4 Commercialization
5.3 Starship
5.3.1 Profile
5.3.2 Development Course and Parcel Delivery Services
5.3.3 Food Delivery Services
5.4 Auto X
5.4.1 Profile
5.4.2 Main Products
5.4.3 Low-speed Autonomous Vehicles
5.4.4 Strategic cooperation with ZTO Express

6 Chinese Low-speed Autonomous Cargo Vehicle Enterprises
6.1 Idriveplus
6.1.1 Profile
6.1.2 Development Course
6.1.3 Low-speed Autonomous Driving Solutions
6.1.4 WOBIDA (Ω)
6.1.5 Challenges to Autonomous Delivery Vehicle
6.1.6 Application Case and Promotion Plan
6.2 UISEE
6.2.1 Profile
6.2.2 Products and Technologies
6.2.3 Autonomous Luggage Logistics Vehicle
6.3 Forwardx Robotics
6.3.1 Profile
6.3.2 Development Course
6.3.3 Main Products
6.4 Neolix
6.4.1 Profile
6.4.2 Mini Logistics Vehicle
6.4.3 Software Technology
6.4.4 Production and Promotion of Autonomous Logistics Vehicle
6.5 SUNING
6.5.1 Profile
6.5.2 Main Products
6.5.3 Operation of Autonomous Vehicle
6.5.4 Joining Apollo Alliance
6.6 Meituan
6.6.1 Profile
6.6.2 Business Development Course and Planning
6.6.3 Joining BDD
6.6.4 Release of Autonomous Delivery Open Platform
6.7 JD X Business Division
6.7.1 JD Terminal Delivery Robot
6.7.2 Development History of Autonomous Vehicle
6.7.3 Autonomous Vehicle Layout
6.7.4 JD Autonomous Vehicle Settled in Changsha
6.7.5 JD Robot Intelligent Distribution Station
6.8 Cainiao
6.8.1 Profile
6.8.2 Product Line
6.8.3 Main Functions
6.8.4 Latest Progress
6.9 Navibook
6.9.1 Profile
6.9.2 Strategic Planning
6.10 Aisimba
6.10.1 Profile
6.10.2 Main Products and Technologies
6.10.3 Autonomous Logistics Distribution Vehicle

7 Autonomous Working Vehicle Enterprises
7.1 COWAROBOT
7.1.1 Profile
7.1.2 Main Technologies
7.1.3 Collaboration with Zoomlion to Deploy Autonomous Sanitation Vehicle
7.2 autowise.ai
7.2.1 Profile
7.2.2 Main Products
7.2.3 Product Test
7.3 Zoomlion
7.3.1 Profile
7.3.2 Intelligent Agriculture and Autonomous Driving
7.3.3 Main Autonomous Driving Technologies for Agricultural Machinery
7.3.4 Joint R&D with Landing.AI
7.4 HiGo Automotive
7.4.1 Profile
7.4.2 Low-cost Autonomous Sweepers
7.4.3 Joint Promotion of Indoor Automatic Sweepers with United Industrial Services
7.5 i-Tage Technology
7.5.1 Profile
7.5.2 Development Course
7.5.3 Applied Scenarios of i-Tage Autonomous Robot
7.5.4 Application in Mining Vehicles
7.5.5 Application Cases of Autonomous Mining Trucks

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