adas and autonomous driving tier 1 suppliers report, 2018-2019

ADAS and Autonomous Driving Tier 1

Suppliers Report, 2018-2019

May 2019

METHODOLOGY

Both primary and secondary research methodologies were used

STUDY GOAL AND OBJECTIVES

This report provides the industry executives with strategically significant Both primary and secondary research methodologies were used

in preparing this study. Initially, a comprehensive and exhaustive

search of the literature on this industry was conducted. These

sources included related books and journals, trade literature,

This report provides the industry executives with strategically significant

competitor information, analysis, insight and projection on the

competitive pattern and key companies in the industry, crucial to the

development and implementation of effective business, marketing and

marketing literature, other product/promotional literature, annual

reports, security analyst reports, and other publications.

Subsequently, telephone interviews or email correspondence

R&D programs.

REPORT OBJECTIVES

T t bli h h i f t l ll d t d d t was conducted with marketing executives etc. Other sources

included related magazines, academics, and consulting

companies.

To establish a comprehensive, factual, annually updated and cost-

effective information base on market size, competition patterns,

market segments, goals and strategies of the leading players in the

market, reviews and forecasts.

INFORMATION SOURCES

The primary information sources include Company Reports,

and National Bureau of Statistics of China etc.

To assist potential market entrants in evaluating prospective

acquisition and joint venture candidates.

To complement the organizations’ internal competitor information

gathering efforts with strategic analysis, data interpretation and

insight.

To suggest for concerned investors in line with the current

development of this industry as well as the development tendencydevelopment of this industry as well as the development tendency.

To help company to succeed in a competitive market, and

understand the size and growth rate of any opportunity.Room 801, B1, Changyuan Tiandi Building, No. 18, Suzhou Street, Haidian District, Beijing, China 100080 Phone: +86 10 82600828 ● Fax: +86 10 82601570 ● www.researchinchina.com ● [email protected]

Copyright 2012 ResearchInChina

Abstract

ADAS and Autonomous Driving Tier 1Suppliers Report, 2018-2019: HugeInvestment, Increasing Orders, andSoaring Labor Cost

From the progress of the world’s main Tier1suppliers in autonomous driving, it can beseen that the giants like Bosch andContinental are moving forward at their ownpace in line with their timetable.

Traditional Tier1 suppliers are sparing noefforts in enlarging talent teams (especially

ft ) d l i ADAS/AD d isoftware), developing ADAS/AD domaincontrollers, acquiring sensor firms and self-development, testing autonomous drivingtechnology in various scenarios (industrialpark, highway, parking, etc.), expandingautonomous fleets for road test building testautonomous fleets for road test, building testfields on their own or together with others,establishing operation and data managementcenters, and allying themselves with morepartners.

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Copyright 2012ResearchInChina

Tier1 suppliers suffer a slump in profits and even a bigger loss because of huge investment in autonomous driving, but there isgood news that orders are increasing.

Veoneer’s operating loss for 2019Q1 jumped to USD128 million compared with USD16 million in 2018Q1; its R&D expensesrose to USD156 million from USD106 million in 2018Q1; capital expenditure surged from USD31 million to USD59 millionlargely for camera capacity expansion according to Veoneer’s 2019Q1 financial results in the table abovelargely for camera capacity expansion, according to Veoneer s 2019Q1 financial results in the table above.



Among Chinese Tier1 suppliers, Huizhou Desay SV Automotive Co., Ltd., a leading player in ADAS and autonomous driving field, alsosees its profit decline. The supplier’s operating results for 2019Q1 indicate that its net income attributable to the shareholders of the listedp pp p gcompany stood at RMB43.54 million, a 72.82% plunge on an annualized basis, which was caused by a nosedive in China’s 2019Q1automobile sales and the company’s huge investment in research and development of new technologies. In 2018, the company reportedRMB5.4 billion in revenue, with annualized sales from orders for its new products outnumbering RMB7.0 billion.



In April 2019, Huawei made its debut as aTier1 supplier at Auto Shanghai, and

hibit d l ti h MDCexhibited solutions such as MDC,intelligent connectivity, Huawei Cloud(Octopus) and three types of sensors.

Huawei’s entry will intensify the alreadyHuawei s entry will intensify the alreadyfierce competition among Tier1 suppliersof ADAS and autonomous drivingsolutions.



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, 2018-20192) China Car Timeshare Rental and Autonomous Driving Report, 2018-20193) Report on Emerging Automakers in China, 2018-20194) Global and China HD Map Ind str Report 2018 20194) Global and China HD Map Industry Report, 2018-20195) Global and China Automotive Domain Control Unit (DCU) Industry Report, 2018-20196) Global and China Automated Parking and Autonomous Parking Industry Report, 2018-20197) Cooperative Vehicle Infrastructure System (CVIS) and Vehicle to Everything (V2X) Industry Report, 2018-20198) Autonomous Driving High-precision Positioning Industry Report, 2018-20199) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Processor10) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Automotive Lidar11) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Automotive Radar12) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Automotive Vision13) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Passenger Car Makers14) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– System Integrators15) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Commercial Vehicle Automated Driving15) ADAS and Autonomous Driving Industry Chain Report, 2018 2019 Commercial Vehicle Automated Driving16) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– Low-speed Autonomous Vehicle17) ADAS and Autonomous Driving Industry Chain Report, 2018-2019– L4 Autonomous Driving



Table of contents

1 Comparative Analysis of Main ADAS and Autonomous Driving Tier1 Suppliers1.1 Autonomous Driving System Is Divided into Three Levels1.2 Autonomous Driving Planning, Commercialization Process and Development Features of Foreign Tier1 Suppliers1.3 Product Layout of Foreign Tier1 Suppliers1.4 Comparison of Foreign Tier1 Suppliers (including Revenue, Profit, Orders, Partners and Investment)1.5 Planning Comparison of Foreign Tier1 Suppliers (including Personnel Planning, Launch Time of L2-L4, Products to Be Launched in 2019-2022)1 6 Vision Product Investment Comparison of Foreign Tier1 Suppliers (Monocular Stereo etc )1.6 Vision Product Investment Comparison of Foreign Tier1 Suppliers (Monocular, Stereo, etc.)1.7 Radar Investment Comparison of Foreign Tier1 Suppliers (Millimeter Wave Radar, LiDAR, Ultrasonic Radar)1.8 Other Technology Investment Comparison of Foreign Tier1 Suppliers (V2X, HD Map, High-precision Positioning, Domain Controller)1.9 Autonomous Driving Application Scenario R&D Comparison of Main Tier1 Suppliers (Minibus, City, Highway, Parking)1.10 Autonomous Driving Test and Operation Comparison of Main Tier1 Suppliers (Test Field, Test Vehicle, Base, etc.)1 11 D l t L t C i f Chi Ti 1 S li1.11 Development Layout Comparison of Chinese Tier1 Suppliers

2 Tier1 Suppliers of ADAS and Autonomous Driving Solutions Worldwide2.1 Bosch2.1.1 Profile 2.1.2 Autonomous Driving Sensor 2.1.3 Autonomous Driving Positioning Solution 2.1.4 Decision: Domain Controller2.1.5 Autonomous Driving Product Layout 2 1 6 Autonomous Shuttle2.1.6 Autonomous Shuttle2.1.7 Autonomous Driving Partners 2.1.8 ADAS and Autonomous Driving in 2018-20192.2 Continental2.2.1 Profile 2 2 2 P f


2.2.2 Performance2.2.3 Organizational Restructuring Will Be Completed by 2020

Table of contents

2.2.4 Sensors 2.2.5 Autonomous Driving Development Plan

2.4.8 Autonomous Driving Partners 2.4.9 Autonomous Driving Dynamics in 2018-2019

2.2.6 Three Integrated Solutions for Autonomous Driving 2.2.7 CuBE and Seamless Driving & Delivery2.2.8 Autonomous Driving Layout and Partners 2.2.9 Autonomous Driving Layout in 2018-20192 3 Aptiv

2.5 ZF2.5.1 Profile2.5.2 Product Layout2.5.3 ZF Sensors2 5 4 ProAI2.3 Aptiv

2.3.1 Profile 2.3.2 Revenue and Orders 2.3.3 Strategic Positioning2.3.4 Multi-domain Controller2 3 5 ADAS S

2.5.4 ProAI2.5.5 Autonomous Taxi and IoT Platform2.5.6 Autonomous Driving Partners 2.5.7 Autonomous Driving Dynamics in 2018-20192.6 Hyundai Mobis2 6 1 P fil2.3.5 ADAS Sensor

2.3.6 Autonomous Driving Route2.3.7 Autonomous Driving Solution CSLP2.3.8 L4 Test Autonomous Vehicle 2.3.9 Cooperation with Lyft in Autonomous Driving

2.6.1 Profile2.6.2 Autonomous Driving Layout 2.6.3 Research Progresses of ADAS and Autonomous Driving2.6.4 ADAS and Autonomous Driving Dynamics in 2018-20192.7 Veoneer

2.3.10 Expedited Layout in Autonomous Driving Industry Chain through Investments, Acquisitions and Collaborations

2.3.11 Autonomous Driving Layout in 2018-20192.4 Valeo2.4.1 Profile

2.7.1 Profile2.7.2 Development in 2018 and Outlook for 20192.7.3 Major Projects and Customers2.7.4 Product Milestones2 7 5 Autonomous Driving Layout

2.4.2 Sensor Product Layout 2.4.3 Sensing Solution2.4.4 Three Autonomous Driving Systems and Technology Roadmaps2.4.5 Cruise4U (Highway)2 4 6 Drive4U (Urban Road)

2.7.5 Autonomous Driving Layout2.7.6 Vision Products and Functional Planning2.7.7 Monocular Vision System2.7.8 Zeus2.7.9 Autonomous Driving Solutions2 7 10 ADAS P t


2.4.6 Drive4U (Urban Road)2.4.7 Automated Parking System Park4U

2.7.10 ADAS Partners 2.7.11 Planning for Autonomous Driving Development

2.7.12 ADAS and Autonomous Driving Dynamics in 2018-20192 8 Visteon

Table of contents

2.10.3 Millimeter Wave Radar2.10.4 Denso Ten2.8 Visteon

2.8.1 Profile2.8.2 Operation (Worldwide) in 20182.8.3 Operation (China) in 20182.8.4 Positioning in the Autonomous Driving Industry Chain

2.10.5 ADAS and Autonomous Driving Dynamics

3 Tier 1 Suppliers of Intelligent Connected ADAS and Autonomous Driving Solutions in China

3.1 Baidu2.8.5 Major Products2.8.6 Autonomous Driving Domain Controller DriveCore2.8.7 DriveCore Computing Platform: Compute2.8.8 DriveCore Algorithm: Studio2.8.9 DriveCore Middleware: Runtime

3.1.1 Apollo Platform3.1.2 Apollo Autonomous Driving Open Roadmap 3.1.3 Apollo Open Platform Progress3.1.4 Apollo Partners3 1 5 L4 Passenger Car Solution and Partners

2.8.10 ADAS Development History and Autonomous Driving Roadmap 2.8.11 Three ADAS Segments and Features2.8.12 L3/L4 Autonomous Driving Test2.8.13 Autonomous Driving Schedule2 8 14 Autonomous Driving Partners

3.1.5 L4 Passenger Car Solution and Partners 3.1.6 L4 Autonomous Park Car Solution3.1.7 Open Source of V2X CVIS Solution3.1.8 Upcoming Commercial Packaged Solution 3.1.9 Autonomous Driving Progress

2.8.14 Autonomous Driving Partners 2.8.15 Autonomous Driving Dynamics in 2018-20192.9 Magna2.9.1 Vision Products2.9.2 Visual ADAS 2 9 3 MAX4 D i C t ll

3.2 Tencent3.2.1 AD Lab3.2.2 Autonomous Driving Layout 3.2.3 Autonomous Driving Solution 3.2.4 Autonomous Driving Planning

2.9.3 MAX4 Domain Controller2.9.4 MAX4 for L4 Autonomous Driving 2.9.5 Autonomous Driving Dynamics 2.10 Denso2.10.1 Revenue

g g3.3 Neusoft Reach3.3.1 Profile3.3.2 Product Line3.3.3 ADAS3 3 4 Autonomous Driving

2.10.2 Autonomous Driving Investment and R&D Layout


3.3.4 Autonomous Driving 3.3.5 Cooperation

3.4 Huawei3 4 1 Intelligent Connected Vehicle Business

Table of contents

3.4.1 Intelligent Connected Vehicle Business3.4.2 L4 Computing Platform3.4.3 C-V2X Technology3.4.4 Intelligent Connected Vehicle Partners 3.4.5 Octopus3.5 Foryou Corporation 3.5.1 Automotive Electronics Business3.5.2 R&D Planning in 20193.6 Desay SV3.6.1 Profile3.6.2 Intelligent Vehicle Revenue and R&D Investment3.6.3 Development of Three Major Businesses3.6.4 Future Development Strategy


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adas and autonomous driving tier 1 suppliers report, 2018-2019

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