Table of Content

CONTENTS
01 SCOPE OF RESEARCH 8
02 RESEARCH METHODOLOGY 11
03 AUTOMOTIVE DEMAND POST COVID-19 13
04 ADAS PASSENGER VEHICLES – LEVEL 1 & 2 18
05 AUTONOMOUS OEM PASSENGER VEHICLES – LEVEL 3 AND ABOVE 23
06 ROBOTAXIS – AUTONOMOUS MOBILITY-AS-A-SERVICE 27
07 ADAS AND AUTONOMOUS COMMERCIAL VEHICLES 34
7.1 ROLE OF SUPPLIERS IN AUTONOMOUS TRUCKING INDUSTRY 42
08 CAMERA SENSOR 47
8.1 MARKET FORECAST 48
8.1.1 CAMERA DEMAND BY LEVELS OF AUTOMATION 49
8.1.2 CAMERA DEMAND BY TECHNOLOGY TYPES 52
8.2 TECHNOLOGY TRENDS 53
8.2.1 FORWARD MAIN CAMERA (MONO, STEREO, TRIPLE) 56
8.2.2 SURROUND-VIEW CAMERA SYSTEM 58
8.2.3 THERMAL CAMERA 59
8.2.4 IN-CABIN MONITORING – DRIVER MONITORING SYSTEM AND GESTURE RECOGNITION 61
8.3 SUPPLIERS ANALYSIS 63
8.4 IMAGE SENSOR SUPPLIERS ANALYSIS 64
8.5 TIER 1 SUPPLIERS ANALYSIS 66
09 RADAR SENSOR 68
9.1 MARKET FORECAST 69
9.1.1 RADAR DEMAND BY LEVELS OF AUTOMATION 70
9.1.2 RADAR DEMAND BY TECHNOLOGY TYPES 73
9.2 TECHNOLOGY TRENDS 74
9.2.1 SHORT/MEDIUM-RANGE RADAR 74
9.2.2 LONG-RANGE RADAR 75
9.2.3 HIGH-RESOLUTION IMAGING RADAR/ 4D RADAR 75
9.3 SUPPLIERS ANALYSIS 77

10 LIDAR SENSOR 79
10.1 MARKET FORECAST 80
10.2 TECHNOLOGY TRENDS 84
10.2.1 MECHANICAL SCANNING LIDAR 85
10.2.2 SOLID-STATE LIDAR 86
10.2.3 LIDAR SUPPLIERS ANALYSIS 89
10.3 LIDAR SUB-COMPONENTS 92
10.3.1 PHOTODETECTOR TECHNOLOGIES 93
10.3.2 VCSEL 95

11 AUTONOMY PACKAGE COST ANALYSIS 97
11.1 VALUE SHARE OF COMPONENTS FOR L1 AND L2 AUTONOMY PACKAGES 99
11.2 VALUE SHARE OF COMPONENTS FOR L3 AND ABOVE AUTONOMY PACKAGES 100

12 ACCESSING COUNTRIES AD REGULATIONS AND IMPACT 101
12.1 NORTH AMERICA 101
12.2 EUROPE 106
12.3 LATIN AMERICA 110
12.4 AUSTRALIA 110
12.5 ASEAN 114

13 ACCESSING COUNTRIES’ AUTONOMOUS VEHICLES READINESS INDEX 115

14 ADAS AND AD R&D SPENDINGS 119
14.1 COUNTRY LEVEL ASSESSMENT 120
14.2 OEM R&D ASSESSMENT 121

15 PRIVATE INVESTMENTS IN ADAS AND AD INDUSTRY 123

16 MACRO FACTORS IMPACT ON ADAS & AD INDUSTRY 129

17 MICRO FACTORS IMPACT ON ADAS & AD INDUSTRY 131

18 TIER-1 SUPPLIERS LANDSCAPE 135
18.1 TIER 1 SUPPLIERS R&D EXPENSES ASSESSMENT 135
18.2 TIER 1 SUPPLIERS – OEMS PARTNERSHIP MAPPING 138
18.3 TIER 1 SUPPLIERS – STRATEGIC PARTNERSHIP MAPPING 139

19 APPENDICES 144
19.1 ADAS AND AUTONOMOUS FUNCTIONS 145
19.2 LEVELS OF AUTONOMY 146
19.3 AUTONOMOUS DRIVING FROM CONSUMERS PERSPECTIVE 150
19.4 LIST OF COMPANIES ANALYSED IN THIS STUDY 152



List of Figures


LIST OF EXHIBITS

Exhibit 1. Covid-19 Impact on Passenger and Commercial Vehicles Demand, 2020 14
Exhibit 2. Impact of COVID-19 on Passenger and Commercial Vehicles Demand in Top Automotive Markets of United States, China, and Western Europe, 2019-20 15
Exhibit 3. Global Heat Map – Estimated COVID-19 Impact on Passenger Vehicles Demand, 2019-20 16
Exhibit 4. Worldwide Passenger and Commercial Vehicle Sales Forecast, 2020-40 17
Exhibit 5. Level 1 and Level 2 Passenger Vehicles Demand in 2020, Breakdown by Top Markets 19
Exhibit 6. Level 1 and Level 2 Passenger Vehicle Sales Forecast and Penetration Rate, 2020-40 20
Exhibit 7. Level 1 and Level 2 Passenger Vehicle Sales Forecast, Breakdown by Top Markets, 2020-40 21
Exhibit 8. Leading Level 2 Models by OEMs 22
Exhibit 9. Operating Environments for Different Levels of Autonomous Vehicles 24
Exhibit 10. Level 3 and Level 4 Private OEM Passenger Vehicles Launch Timelines and Sales Forecast 25
Exhibit 11. Level 3 PV Sales Forecast and Adoption Rate, Breakdown by Top Markets, 2020-40 26
Exhibit 12. Estimated Robotaxis Sales Demand and Market Penetration for Autonomous Shared Mobility, 2020-40 29
Exhibit 13. Robotaxis for Shared Mobility Demand Forecast, Breakdown by Top Markets, 2020-40 30
Exhibit 14. Communicated Time-to-market by Leading Robotaxi Players 31
Exhibit 15. Robotaxis Tested Miles, Fleet Size, and Disengagements in California 32
Exhibit 16. Robotaxi Companies Analysis – Global Fleet, Funding, and Communicated Time-to-Market 33
Exhibit 17. Estimated Sales Demand Forecast and Market Penetration of Commercial Vehicles, Breakdown by Levels of Automation, 2019-40 35
Exhibit 18. Autonomy Level-wise Commercial Vehicles Sales Forecast, Breakdown by Top Markets 39
Exhibit 19. Communicated Time-to-Market AVs by Commercial Vehicles OEM 40
Exhibit 20. Fleet Size Commercial Vehicle 40
Exhibit 21. Autonomous Commercial Vehicle Players Analysis 46
Exhibit 22. Global ADAS and AD Camera Sales Forecast, Breakdown by PV and CV, 2020-40 48
Exhibit 23. Camera Content per Car, Breakdown by Levels of Automation 49
Exhibit 24. Average Camera Content per Passenger and Commercial Vehicle, 2020-40 50
Exhibit 25. ADAS & AD–PV & CV Camera Sales Forecast, Breakdown by Autonomy Levels, 2020-40 51
Exhibit 26. ADAS and AD Camera Sales Forecast, Breakdown by Technology Types, 2020-40 52
Exhibit 27. ADAS and AD Camera Sensing Technologies 53
Exhibit 28. Camera Sensing Technologies Comparison – Mono, Stereo, Thermal, and ToF 54
Exhibit 29. ADAS Functions Served by Camera Technologies 55
Exhibit 30. List of Front Mono, Stereo, and Triple Camera Systems by Suppliers and Levels of Autonomy 57
Exhibit 31. List of Surround-view Systems by Suppliers and Levels of Autonomy 58
Exhibit 32. List of Thermal Camera Systems by Suppliers and Levels of Autonomy 60
Exhibit 33. List of Driver Monitoring Systems by Suppliers and Levels of Autonomy 62
Exhibit 34. ADAS and Autonomous Driving Camera Ecosystem – Image Sensor, Camera Module, SOC, Vision Processor, AI, Computer Vision, Optics Suppliers 63
Exhibit 35. Image Sensor Suppliers Analysis – ADAS and Autonomous Driving Industry, 2019 64
Exhibit 36. Tier 1 Camera System Suppliers Analysis 66
Exhibit 37. ADAS and Autonomous Driving Radar Sales Demand, Breakdown by PV and CV, 2020-40 69
Exhibit 38. Radar Content per Passenger Vehicles, Breakdown by Levels of Automation 70
Exhibit 39. Average Radar Content per Passenger and Commercial Vehicle, 2020-40 71
Exhibit 40. ADAS and AV Radar Sales Forecast for PV and CV, Breakdown by Levels of Automation, 2020-40 72
Exhibit 41. ADAS and AD Short/Medium-range and Long-range Radar Sales Forecast, 2020-40 73
Exhibit 42. ADAS and Autonomous Driving Radar Ecosystem – Radar Module, Sensor, SoC/Chip, and High-resolution Imaging Radar Suppliers 77
Exhibit 43. List of Radar Suppliers by Product Specification and Customer Mapping 78
Exhibit 44. ADAS and Autonomous Driving LiDAR Sales Forecast, Breakdown by PC and CV, 2020-40 80
Exhibit 45. Possible Positions of LiDAR Deployment in L3 Cars, L4/5 OEM Cars, L4/5 Robotaxis, and L4/5 Trucks 81
Exhibit 46. Average LiDAR Content in PV and CV, Breakdown by Levels of Automation, 2020-40 82
Exhibit 47. ADAS and AD – Mechanical Scanning and Solid-state LiDAR Sales Forecast, 2020-2040 83
Exhibit 48. ADAS and AD LiDAR Technologies Types and Suppliers Snapshot, 2020 84
Exhibit 49. ADAS and AD LiDAR Industry Evolution Timeline 89
Exhibit 50. LiDAR Technology Suppliers Analysis – Ranking 90
Exhibit 51. ADAS and AD LiDAR Sub-component Ecosystem – Illumination, Photodiode, and Optical 92
Exhibit 52. Comparison of Photodetector Technologies 93
Exhibit 53. Level 1, Level 2, Level 3, Level 4 – Robotaxi, and Level 4 – OEM Autonomy Package Cost Projections, 2020 – 2040 98
Exhibit 54. Estimated Breakdown of L1 and L2 Autonomy Package Cost to OEM 99
Exhibit 55. Estimated Breakdown of L3 and L4/5 Autonomy Package Cost to OEM 100
Exhibit 56. Percentage of OEM Car Models Equipped with AEB Feature 103
Exhibit 57. IIHS Ratings-2020 Winner Car Models 104
Exhibit 58. Car Models Equipped with Automated Driving Systems 106
Exhibit 59. Euro NCAP 2019 Car Ratings 107
Exhibit 60. Latest ANCAP Published 5-Star Car Models 111
Exhibit 61. ASEAN NCAP Star Car Ratings, 2019-2020 114
Exhibit 62. 5 Autonomous Vehicle Readiness Index Scores by Country 115
Exhibit 63. Government’s Role Index Score in Country’s AV Readiness 116
Exhibit 64. Social Acceptance Index Score in Country’s AV Readiness 117
Exhibit 65. Ease of Adoption Score For Country’s AV Readiness 118
Exhibit 66. Technological Advancements Score for Country’s AV Readiness 118
Exhibit 67. R&D Ratios of Top Automotive OEMs 122
Exhibit 68. Recent Private Investments in ADAS and AD Industry, 2017-2020 123
Exhibit 69. Leading Tier 1 Suppliers R&D Expense Ratio – Comparison 137
Exhibit 70. Tier 1 Suppliers Partnership Mapping with OEMs 138
Exhibit 71. Recent Acquisitions by Tier 1s in ADAS and AD Industry 139
Exhibit 72. Recent Partnerships/Collaborations/JVs by Tier 1s in ADAS and AD Industry 139
Exhibit 73. Recent Investments by Tier 1s in ADAS and AD Industry 143
Exhibit 74. SAE International – Levels of Automation 146
Exhibit 75. U.K Representation of Levels of Automation 147
Exhibit 76. List of Companies Analysed in This Study 152