Table of Content

1 EXECUTIVE SUMMARY 10
2 RESEARCH SCOPE AND METHODOLOGY 20
2.1. SCOPE OF THE STUDY 21
2.2. METHODOLOGY 30
3 CHANGING INDUSTRY DYNAMICS 32
3.1. ADAS AND AUTONOMOUS FUNCTIONS 33
3.1.1. ADAS COGNITIVE PROCESSES 33
3.1.2. THE MANY LEVELS OF AUTOMATION 33
3.1.3. SAE LEVELS USED BY THE INDUSTRY 35
3.2. BENEFITS, DRIVERS, CHALLENGES, AND OPPORTUNITIES IN ADOPTION OF AUTONOMOUS DRIVING 37
3.2.1. BENEFITS 38
3.2.2. OPPORTUNITIES 40
3.2.3. DRIVING FACTORS 52
3.2.4. CHALLENGES 53
3.3. AUTONOMOUS DRIVING PROJECTS 55
3.3.1. GOVERNMENT FUNDED PROJECTS 55
3.3.2. PRIVATE FUNDED PROJECTS 57
3.4. R&D EXPENSES IN AUTONOMOUS DRIVING 60
3.4.1. R&D EXPENSES OF CAR MAKERS 60
3.4.2. TOP AUTOMOTIVE SUPPLIERS R&D EXPENSES 65
3.5. AUTONOMOUS DRIVING FROM BUYERS PERSPECTIVE 68
3.6. ACCESSING COUNTRIES’ AUTONOMOUS VEHICLES READINESS INDEX 70
3.6.1. GOVERNMENT’S ROLE IN COUNTRY’S AV READINESS 71
3.6.2. SOCIAL ACCEPTANCE 72
3.6.3. EASE OF ADOPTION 72
3.6.4. TECHNOLOGICAL ADVANCEMENTS 73
3.7. ASSESSING COUNTRIES’ AUTONOMOUS DRIVING REGULATIONS AND IMPACT 74
3.7.1. NORTH AMERICA 74
3.7.2. EUROPE 76
3.7.3. LATIN AMERICA 77
3.7.4. AUSTRALASIA 77
3.7.5. SOUTHEAST ASIA 79
3.8. MOBILITY AS A SERVICE, EV, AND AUTONOMOUS DRIVING – CORRELATION AND IMPACT 80
3.9. SHARED MOBILITY – AUTONOMOUS VEHICLES BIGGEST MARKET OPPORTUNITY 84
3.10. CONNECTED AND AUTONOMOUS VEHICLES – COST TO BUYERS 86
3.11. MAPPING AND NAVIGATION MARKET – BENEFITED FROM AV 88
3.11.1. HERE MAPS 90
3.11.2. TOMTOM 91
3.11.3. CIVIL MAPS 92
3.11.4. NAVINFO 92
3.11.5. ZENRIN 92
3.11.6. LVL5 93
3.11.7. MAPBOX 93
3.11.8. DEEPMAP 94
3.11.9. USHR 94
3.11.10. CARMERA 94
3.11.11. MOMENTA 95
3.11.12. MAPILLARY 95
4 ADAS AND AUTONOMOUS VEHICLES MARKET 96
4.1. ASSUMPTIONS FOR MARKET SIZE ESTIMATION AND FORECAST 97
4.2. ADAS / LEVEL 1 CARS 100
4.3. PARTIAL AUTOMATION / LEVEL 2 CARS 102
4.4. CONDITIONAL AUTOMATION / LEVEL 3 CARS 104
4.5. HIGH – FULL AUTOMATION / LEVEL 4/5 CARS 106
4.6. ROBOTIC VEHICLE SALES 108
5 IMAGE VIEWING AND SENSING FOR AD INDUSTRY 109
5.1. CAMERA FOR AUTONOMOUS DRIVING – SUMMARY 110
5.2. FORWARD ADAS MONOCULAR CAMERA 119
5.3. FORWARD ADAS STEREO CAMERA 122
5.4. FORWARD ADAS TRIPLE/TRIFOCAL CAMERA 125
5.5. THERMAL / IR/ NIGHT VISION CAMERA 127
5.6. DRIVER MONITORING, IN-CABIN, DASH CAMERA, AND GESTURE RECOGNITION CAMERA 130
5.7. REAR-VIEW, SURROUND VIEW, AND SIDE-MIRROR REPLACEMENT CAMERA 133
6 REFERENCES 136



List of Figures


FIGURE 1-1 IMAGE SENSORS SHIPMENT, 2018 – 2020 16
FIGURE 1-2 IMAGE SENSORS AND VISION PROCESSORS MARKET, 2019 17
FIGURE 1-3 IMAGE SENSOR SALES BREAKDOWN BY TECHNOLOGY TYPE, 2019 17
FIGURE 3-1 SOCIETY OF AUTOMOTIVE ENGINEERS (SAE) LEVELS OF AUTOMATION 34
FIGURE 3-2 THE U.K. REPRESENTATION OF THE SAE LEVELS 34
FIGURE 3-3 R&D EXPENSE RATIO OF LEADING AUTOMOTIVE OEMS 60
FIGURE 3-4 R&D EXPENSE RATIO OF LEADING AUTOMOTIVE SUPPLIERS IN AUTONOMOUS DRIVING INDUSTRY 65
FIGURE 3-5 AUTONOMOUS VEHICLE READINESS INDEX SCORES BY COUNTRY 70
FIGURE 3-6 GOVERNMENT’S ROLE INDEX SCORE IN COUNTRY’S ROLE IN COUNTRY’S AV READINESS 71
FIGURE 3-7 SOCIAL ACCEPTANCE INDEX SCORE IN COUNTRY’S AV READINESS 72
FIGURE 3-8 EASE OF ADOPTION SCORE FOR COUNTRY’S AV READINESS 72
FIGURE 3-9 TECHNOLOGICAL ADVANCEMENTS SCORE FOR COUNTRY’S AV READINESS 73
FIGURE 4-1 OEM PASSENGER CARS AND ROBOTIC VEHICLE SALES, BREAKDOWN BY LEVELS OF AUTOMATION, 2018 – 2030 99
FIGURE 4-2 ADAS/LEVEL 1 EQUIPPED CAR SALES FORECAST 100
FIGURE 4-3 LEVEL 1 CAR SALES – BY REGION, 2019 AND 2030 101
FIGURE 4-4 TOP LEVEL 1 CAR SALES MARKETS 101
FIGURE 4-5 PARTIAL AUTOMATED CARS / LEVEL 2 CARS SALES, GROWTH, AND MARKET PENETRATION SNAPSHOT 102
FIGURE 4-6 TOP LEVEL 2 / PARTIAL AUTOMATED CARS MARKETS, 2019 AND 2030 103
FIGURE 4-7 LEVEL 2/ PARTIAL AUTOMATED CAR SALES – BY REGION, 2019 103
FIGURE 4-8LEVEL 3 CAR SALES AND MARKET PENETRATION SNAPSHOT 104
FIGURE 4-9 TOP LEVEL 3 CARS MARKETS, 2021 AND 2030 105
FIGURE 4-10 LEVEL 3 / CONDITIONAL AUTOMATED CAR SALES – BY REGION, 2021 AND 2030 105
FIGURE 4-11 LEVEL 4 AND 5 CAR SALES DEMAND ESTIMATION AND FORECAST SNAPSHOT 106
FIGURE 4-12 HIGHLY AUTONOMOUS CARS SALES DEMAND ESTIMATION – BY REGION, 2030 107
FIGURE 4-13 TOP MARKETS FOR LEVEL 4 AND 5 CARS, 2025 AND 2030 107
FIGURE 4-14 ROBOTIC VEHICLE SALES DEMAND FORECAST, 2019 – 2030 108
FIGURE 5-1 CAMERA SENSING TECHNOLOGY COMPARISON 111
FIGURE 5-2 ADAS FUNCTIONS SERVED BY CAMERA TECHNOLOGIES 111
FIGURE 5-3 AUTOMOTIVE IMAGE SENSOR SUPPLIERS MARKET SHARE, 2018 (%) 112
FIGURE 5-4 IMAGING PLAYERS ECOSYSTEM IN ADAS AND AUTONOMOUS DRIVING INDUSTRY 118
FIGURE 5-5 MONO CAMERA MODULE SALES DEMAND, 2018 – 2030 119
FIGURE 5-6 FORWARD MONO CAMERA SALES DEMAND BY LEVELS OF AUTOMATION, 2019 – 2030 120
FIGURE 5-7 MONO CAMERA MARKET SIZE, 2019 – 2030 120
FIGURE 5-8 FORWARD MONO CAMERA MARKET SIZE BY LEVELS OF AUTOMATION, 2019 – 2030 120
FIGURE 5-9 FORWARD STEREO CAMERA SALES, 2019 – 2030 122
FIGURE 5-10 FORWARD STEREO CAMERA MARKET SIZE AND PRICING TREND, BY LEVELS OF AUTOMATION 123
FIGURE 5-11 FORWARD STEREO CAMERA SALES DEMAND, BY LEVELS OF AUTOMATION 123
FIGURE 5-12 FORWARD ADAS TRIFOCAL CAMERA SALES DEMAND 125
FIGURE 5-13 THERMAL CAMERA SALES DEMAND, 2018 – 2030 128
FIGURE 5-14 THERMAL CAMERA ADOPTION TREND BY LEVELS OF AUTOMATION 128
FIGURE 5-16 THERMAL CAMERA PRICING TREND, 2019 – 2030 129
FIGURE 5-16 THERMAL CAMERA MARKET SIZE, 2019 – 2030 129
FIGURE 5-17 DRIVER MONITORING CAMERA SALES DEMAND AND MARKET SIZE, 2019 – 2030 131
FIGURE 5-18 DASH CAMERA SALES DEMAND AND MARKET SIZE, 2019 – 2030 131

 

List of Tables


TABLE 1-1 GNSS SUPPLIER MAPPING – BY OEMS, TIER 1S, ANTENNA CHIP PROVIDERS 19
TABLE 3-1 NVIDIA INORGANIC GROWTH STRATEGY IN AUTONOMOUS DRIVING INDUSTRY 44
TABLE 3-2 AIMOTIVE INORGANIC DEVELOPMENT STRATEGY 45
TABLE 3-3 ARGO AI INORGANIC DEVELOPMENT STRATEGY 45
TABLE 3-4 IBM WATSON INORGANIC DEVELOPMENT STRATEGY 46
TABLE 3-5 INTEL INORGANIC DEVELOPMENT STRATEGY 47
TABLE 3-6 MICROSOFT INORGANIC DEVELOPMENT STRATEGY 48
TABLE 3-7 NUANCE COMMUNICATION INORGANIC DEVELOPMENT STRATEGY 49
TABLE 3-8 PONY.AI INORGANIC DEVELOPMENT STRATEGY 49
TABLE 3-9 ROADSTART.AI INORGANIC DEVELOPMENT STRATEGY 49
TABLE 3-10 DRIVE.AI INORGANIC DEVELOPMENT STRATEGY 50
TABLE 3-11 PLUSAI INORGANIC DEVELOPMENT STRATEGY 50
TABLE 3-12 ASCENT ROBOTICS INORGANIC DEVELOPMENT STRATEGY 50
TABLE 3-13SENSETIME INORGANIC GROWTH STRATEGY 50
TABLE 3-14 CORTICA INORGANIC DEVELOPMENT STRATEGY 51
TABLE 3-15 MOMENTA INORGANIC DEVELOPMENT STRATEGY 51
TABLE 3-16 GOVERNMENT OF U.K. FUNDING FOR DRIVERLESS TECHNOLOGY 56
TABLE 3-17 RECENT PRIVATE FUNDED AUTONOMOUS DRIVING INDUSTRY PROJECTS 57
TABLE 3-18 VW R&D EXPENDITURE 61
TABLE 3-19 AUDI R&D EXPENDITURE 62
TABLE 3-20 DAIMLER R&D EXPENDITURE 62
TABLE 3-21 MERCEDES BENZ R&D EXPENDITURE 62
TABLE 3-22 BMW R&D EXPENDITURE 63
TABLE 3-23 TOYOTA R&D EXPENDITURE 63
TABLE 3-24 FORD R&D EXPENDITURE 63
TABLE 3-25 VOLVO R&D EXPENDITURE 64
TABLE 3-26 NISSAN R&D EXPENDITURE 64
TABLE 3-27 TESLA R&D EXPENDITURE 64
TABLE 3-28 GM R&D EXPENDITURE 64
TABLE 3-29 HYUNDAI R&D EXPENDITURE 64
TABLE 3-30 HONDA R&D EXPENDITURE 65
TABLE 3-31 IIHS RATINGS-2019 WINNER MODELS OF MINICARS, MID-SIZE LUXURY, MID -SIZE AND SMALL CARS 75
TABLE 3-32 EURO NCAP 2019 RATINGS FOR CARS 77
TABLE 3-33 ANCAP STAR RATINGS FOR CARS 78
TABLE 3-34 ASEAN NCAP STAR RATINGS FOR CARS IN 2018-19 79
TABLE 3-35 PARTNERSHIPS BETWEEN OEM AND RIDESHARING COMPANIES GLOBALLY 85
TABLE 3-36 ADDITIONAL EQUIPMENT AND SERVICES FOR AUTONOMOUS VEHICLES 86
TABLE 3-37 HERE MAPS INORGANIC DEVELOPMENT STRATEGIES 90
TABLE 3-38 TOMTOM’S INORGANIC DEVELOPMENT STRATEGIES 91
TABLE 3-39 CIVIL MAPS INORGANIC DEVELOPMENT STRATEGIES 92
TABLE 3-40 NAVINFO INORGANIC DEVELOPMENT STRATEGIES 92
TABLE 3-41 ZENRIN INORGANIC DEVELOPMENT STRATEGIES 92
TABLE 3-42 LVL 5 INORGANIC DEVELOPMENT STRATEGIES 93
TABLE 3-43 MAPBOX INORGANIC DEVELOPMENT STRATEGIES 93
TABLE 3-44 DEEPMAP INORGANIC DEVELOPMENT STRATEGIES 94
TABLE 3-45 USHR INORGANIC DEVELOPMENT STRATEGIES 94
TABLE 3-46 CARMERA INORGANIC DEVELOPMENT STRATEGIES 94
TABLE 3-47 MOMENTA INORGANIC DEVELOPMENT STRATEGIES 95
TABLE 3-48 MAPILLARY INORGANIC DEVELOPMENT STRATEGIES 95
TABLE 5-1 CMOS IMAGE SENSOR SUPPLIERS – PARTNERSHIP MAPPING 113
TABLE 5-2 PARTNERSHIP MAPPING – OEMS & MODELS, TIER 1S, CAMERA SYSTEM SUPPLIERS, AND IMAGE SENSOR SUPPLIERS 114
TABLE 5-3 MONO CAMERA SUPPLIERS MAPPING 121
TABLE 5-4 STEREO CAMERA SUPPLIERS MAPPING 124
TABLE 5-5 NIGHT VISION CAMERA SUPPLIER MAPPING 129
TABLE 5-6 DRIVER MONITORING SYSTEM COMPANIES PARTNERSHIPS IN AUTONOMOUS DRIVING INDUSTRY 131