自動駕駛汽車：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

自動駕駛汽車市場規模預計2024年為411億美元，預計到2029年將達到1145.4億美元，在預測期內（2024-2029年）將以複合年成長率22.75%成長。

COVID-19感染疾病影響了整個汽車產業，迫使汽車製造商減少其生產工廠的產能。疫情也影響了許多OEM從生產到研發的業務，造成短期中斷並減緩了自動駕駛汽車的採用和部署。

隨著政府對提高道路安全的監管日益嚴格，採用先進技術並與智慧型手機整合的自動駕駛汽車正在開發中，為市場相關人員創造了吸引客戶的機會。人工智慧、機器學習以及雷達、LiDAR、GPS 和電腦視覺等其他感測器領域的最新技術進步使製造商能夠提高汽車的自動駕駛能力。

目前，2 級和 3 級自動駕駛汽車在市場上最受關注，但 4 級和 5 級（根據 SAE 標準）預計到 2030 年將獲得廣泛接受。因此，這些 2 級和 3 級車輛的成長預計將在預測期內推動市場。

預計北美將在市場中發揮關鍵作用，其次是亞太地區和歐洲。北美主要汽車製造商、科技巨頭和專業Start-Ups開始投資自動駕駛汽車（AV）技術的開發。由於中國、日本、印度和韓國等國家對自動駕駛汽車的需求不斷成長，預計亞太地區在預測期內也將出現成長。

自動駕駛汽車市場趨勢

預計半自動駕駛汽車領域在預測期內將變得越來越重要

根據SAE（汽車工程師學會）國際自動駕駛標準，具有1至3級自動駕駛能力的車輛被視為半自動駕駛汽車區隔市場。對更安全、更有效率的駕駛系統日益成長的需求正在推動半自動駕駛汽車的開發和部署。此外，一些地方政府還制定了嚴格的駕駛和安全法律，以進一步鼓勵公司在其車輛中提供這些技術。

多項技術進步有助於營造有利於市場成長的環境。此外，大量小客車的存在增加了改善駕駛體驗的需求，從而推動了半自動駕駛車輛的採用。這在 COVID-19 大流行期間的銷售中表現得很明顯。

即使在疫情期間，自動駕駛汽車的銷量也有所成長，2020 年配備 2 級功能的汽車銷量約為 1,120 萬輛，比 2019 年成長了 78%。由於如此有利的市場條件，世界各地的汽車製造商都在推出新的半自動駕駛車型來吸引消費者。例如，

2021年4月，雪鐵龍發表了新款SUV「C5 X」。新車型有汽油版和插電式混合版兩種。 C5 X 提供符合現行法規的 2 級半自動駕駛功能。

2021年4月，北京現代汽車推出小型跨界SUV新款途勝L。採用i-GMP平台，搭載1.5升渦輪增壓引擎（最大輸出147kW、最大扭力253Nm），搭配7速雙離合器變速箱。該車配備了現代SmartSense系統，包括23項安全和輔助功能，並支援2級自動駕駛。

基於上述因素，半自動駕駛汽車領域可能會在預測期內獲得關注。

北美可能會佔據壓倒性的市場佔有率

預計在預測期內，北美將主導自動駕駛汽車市場。由於強大而完善的汽車公司叢集以及谷歌、微軟和蘋果等一些全球最大科技公司的所在地等因素，該地區成為自動駕駛汽車的先驅。自動駕駛汽車已經在進行測試，尤其是在美國。用於加州、德克薩斯、亞利桑那州、華盛頓州、密西根州和美國其他州。然而，其機動性目前僅限於特定的測試區域和駕駛條件。

除了本土企業外，還有其他國家的企業進入該國。例如，

2021年2月，越南本土汽車製造商Vinfast宣布已獲得在加州公共道路上測試自動駕駛汽車的許可。該公司尋求許可，以便在美國市場上將電動車商業化。

2021 年 4 月，本田和 Verizon 宣布他們正在 MCity 進行 Verizon 5G 超寬頻和 5G行動邊緣運算(MEC) 研究。兩家公司正在測試如何在本田 SAFE SWARM 上使用 Verizon 5G 超寬頻和 MEC 來減少每輛車對人工智慧的需求。

2021 年 3 月，Motional 宣布將使用全電動現代 IONIQ 5 作為下一代機器人計程車的汽車平臺。從 2023 年開始，該合作夥伴關係將允許特定市場的消費者透過 Lyft 應用程式預訂 Motional 機器人計程車。 Motional的IONIQ 5將配備4級自動駕駛能力。

因此，北美地區可能會受益於上述發展，並預計在預測期內對自動駕駛汽車的需求將保持穩定。

自動駕駛汽車產業概述

自動駕駛汽車市場適度整合。除了製造商之外，硬體和軟體公司等公司也開始專注於滿足汽車領域對自動駕駛技術日益成長的需求。因此，汽車領域的夥伴關係、合作和投資顯著增加，以開發自動駕駛汽車。在預測期內，這些努力可能會繼續成長，這主要是由於各國政府和私營部門對在多個國家推廣自動駕駛汽車技術的支持不斷增加。

2021 年 1 月，汽車級 Linux 宣布增加 Aicas、AVL 和 Citos 為新的銅牌成員。 AGL 是 Linux 基金會的開放原始碼計劃，匯集了汽車製造商、供應商和技術公司，以加速包括自動駕駛在內的所有車輛技術的開發。

2021 年 1 月，汽車技術公司 Veoneer Inc. 和 Qualcomm Technologies Inc. 簽署協議，兩家公司合作提供可擴展的 ADAS（高級駕駛輔助系統）和協作式自動駕駛 (AD) 解決方案。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3 個月分析師支持

目錄

第1章簡介

• 調查先決條件
• 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

• 市場促進因素
• 市場限制因素
• 產業吸引力－波特五力分析
  • 新進入者的威脅
  • 買方議價能力
  • 供應商的議價能力
  • 替代產品的威脅
  • 競爭公司之間的敵意強度

第5章市場區隔

• 依類型
  • 半自動駕駛汽車
  • 完全自動駕駛汽車
• 依地區
  • 北美洲
  • 歐洲
  • 亞太地區
  • 世界其他地區

第6章 競爭形勢

• 供應商市場佔有率
• 公司簡介
  • Uber Technologies Inc.
  • Daimler AG
  • Waymo LLC（Google Inc.）
  • Toyota Motor Corp.
  • Nissan Motor Co. Ltd
  • Volvo Car Group
  • General Motors Company
  • Volkswagen AG
  • Tesla Inc.
  • BMW AG
  • Aurora Innovation Inc.

第7章市場機會與未來趨勢

The Autonomous Car Market size is estimated at USD 41.10 billion in 2024, and is expected to reach USD 114.54 billion by 2029, growing at a CAGR of 22.75% during the forecast period (2024-2029).

The COVID-19 pandemic has impacted the overall automotive sector, compelling automakers to reduce the output at their production plants. The pandemic has also affected the operations of many OEMs, ranging from production to R&D, and created short-term disruptions that have delayed autonomous cars' deployment and rollouts.

Due to increasingly stringent government regulations focusing on increasing road safety, more autonomous cars are being developed with highly advanced technologies integrated with smartphones and creating opportunities for market players to attract customers. The recent technological advancements in the fields of artificial intelligence, machine learning, and other sensors like RADAR, LIDAR, GPS, and computer vision, have enabled manufacturers to increase self-driving capabilities in cars.

At present, Level 2 and Level 3 autonomous cars are most prominent in the market, while Level 4 and Level 5 (as scaled by SAE) are expected to reach wider acceptance by 2030. As a result, the growth of these Level 2 and Level 3 cars is expected to propel the market during the forecast period.

North America is expected to play a significant role in the market, followed by Asia-Pacific and Europe. Major automaker companies, technology giants, and specialist start-ups across North America have started investing in developing autonomous vehicle (AV) technology. As demand for self-driving cars is picking up across countries like China, Japan, India, and South Korea, the Asia-Pacific region is also expected to witness growth over the forecast period.

Autonomous Vehicle Market Trends

Semi-autonomous Cars Segment Anticipated to Gain Significance during the Forecast Period

Following the SAE (Society of Automotive Engineers) International Automated Driving Standards, cars with Level 1-3 automation features have been considered in the market segment for semi-autonomous vehicles. The growing need for safer and more efficient driving systems promotes the development and adoption of semi-autonomous vehicles. Moreover, several regional governments have placed stringent driving and safety laws, further encouraging companies to offer these technologies in their automobiles.

Several technological advancements have helped foster a conducive environment for the market's growth. Moreover, the presence of a high number of passenger cars has elevated the rising need to enhance the driving experience and is promoting the adoption of semi-automated vehicles. This has been evident in sales during the COVID-19 pandemic.

Even during the pandemic, autonomous cars witnessed a rise in sales, as in 2020, around 11.2 million cars were sold with Level 2 features, which was an increase of 78% over 2019. Owing to such a favorable environment in the market, automakers worldwide are introducing new semi-autonomous vehicle models to attract consumers. For instance,

In April 2021, Citroen unveiled its new model, C5 X SUV. This new model was offered in both gasoline and plug-in hybrid versions. C5 X offers semi-autonomous Level 2 driving in compliance with current legislation.

In April 2021, Beijing Hyundai Motor Co. Ltd launched the new Tucson L, a compact crossover SUV. The vehicle is built on the i-GMP platform, and it is equipped with a 1.5 liters turbocharged engine (maximum power output of 147 kW, peak torque of 253 Nm), mated to a 7-speed dual-clutch transmission. The vehicle features the Hyundai Smart Sense system, which includes 23 safety and assistance functions and supports Level 2 autonomous driving.

Based on the aforementioned factors, the semi-autonomous cars segment is likely to gain prominence over the forecast period.

North America Likely to Hold Dominant Share in the Market

North America is expected to dominate the autonomous (driverless) car market during the forecast period. The region has been a pioneer of autonomous vehicles due to factors like strong and established automotive company clusters and being home to the world's biggest technology companies like Google, Microsoft, Apple, etc. Particularly in the US, self-driving cars have already been tested and used in California, Texas, Arizona, Washington, Michigan, and other states of the US. However, their mobility is currently restricted to specific test areas and driving conditions.

Apart from various local companies, the country is witnessing the entry of companies from other countries. For instance,

In February 2021, Vietnam's domestic automaker Vin Fast announced that it had obtained a permit to test autonomous vehicles on California's public streets. The company sought this permit to commercialize its electric vehicles in the US market.

In April 2021, Honda and Verizon announced that they are working at MCity to explore Verizon 5G Ultra-Wideband and 5G Mobile Edge Compute (MEC). The companies are testing how using Verizon 5G Ultra-Wideband and MEC in the Honda SAFE SWARM can reduce the need for AI onboard each vehicle.

In March 2021, Motional announced that it would be using the all-electric Hyundai IONIQ 5 as the vehicle platform for its next-generation robotaxi. Through its partnership, consumers in select markets will be able to book a Motional robotaxi through the Lyft app starting in 2023. Motional's IONIQ 5 will be equipped with Level 4 autonomous driving capabilities.

Thus, the North American region is likely to benefit from the aforementioned developments, and it is expected to witness stable demand for autonomous cars during the forecast period.

Autonomous Vehicle Industry Overview

The autonomous (driverless) car market is a moderately consolidated one. Apart from manufacturers, players, including hardware and software firms, have started focusing on catering to the growing demand for autonomous driving technology in the automotive sector. Thus, partnerships, collaborations, and investments toward developing autonomous vehicles have increased significantly in the automotive sector. These initiatives are likely to continue growing during the forecast period, primarily due to increasing support from governments and private sectors across several countries to promote autonomous driving vehicle technology.

In January 2021, Automotive Grade Linux announced that it had included Aicas, AVL, and Citos as new bronze members. AGL is an open-source project at the Linux Foundation that brings together automakers, suppliers, and technology companies to accelerate the development of all vehicle technologies, including autonomous driving.

In January 2021, automotive technology company Veoneer Inc. and Qualcomm Technologies Inc. signed an agreement under which the companies will collaborate on delivering scalable Advanced Driver Assistance Systems (ADAS) and Collaborative and Autonomous Driving (AD) solutions.

Some of the leading companies in the autonomous (driverless) car market include Volkswagen, Toyota Motor Corporation, General Motors Company, Ford Motor Company, Nissan Motor Company Ltd, Daimler AG (Mercedes-Benz), BMW, Volvo Cars, and Tesla Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Type
  • 5.1.1 Semi-autonomous Vehicles
  • 5.1.2 Fully-autonomous Vehicles
• 5.2 By Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles*
  • 6.2.1 Uber Technologies Inc.
  • 6.2.2 Daimler AG
  • 6.2.3 Waymo LLC (Google Inc.)
  • 6.2.4 Toyota Motor Corp.
  • 6.2.5 Nissan Motor Co. Ltd
  • 6.2.6 Volvo Car Group
  • 6.2.7 General Motors Company
  • 6.2.8 Volkswagen AG
  • 6.2.9 Tesla Inc.
  • 6.2.10 BMW AG
  • 6.2.11 Aurora Innovation Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS