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市場調查報告書
商品編碼
1683199
自動駕駛卡車:市場佔有率分析、行業趨勢和統計、成長預測(2025-2030 年)Autonomous Truck - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030) |
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預測期內,自動駕駛卡車市場預計將以超過 23% 的複合年成長率成長。
與整個產業相比,COVID-19 疫情對汽車產業這一領域的影響相對較小。疫情封鎖和全球交通停頓在一定程度上阻礙了自動駕駛卡車的需求。不過,隨著市場和貿易的逐步開放,以及對自動化的需求不斷增加,自動駕駛卡車市場有望實現經濟復甦。
消費者意識的不斷增強推動了對具有自動駕駛功能和先進安全功能的車輛的需求。 90% 為車輛選擇 ADAS 系統的客戶會成為回頭客。政府的規範和政策也在推動 ADAS 市場的銷售。美國和歐洲當局計劃在 2022 年強制實施汽車緊急煞車 (AEB),並在 2020 年正面防撞/警告系統。
只有昂貴的豪華車才配備完整的 ADAS 系統。許多卡車OEM正在與 ADAS 製造商合作生產低成本的 ADAS 系統。然而,雖然汽車(商用車和乘用車)的價格以每年 1% 的微不足道的平均速度成長,但 ADAS 系統的製造成本很高。由於OEM不願意提高中小型汽車領域的價格,ADAS 公司可能無法獲得預期的回報。這一因素可能會阻礙 ADAS 市場的成長。
各大OEM供應商均採取與科技公司合作開發ADAS的策略。 Nvidia 等科技公司已進入該領域,為Volvo和 Paccar 等公司提供服務。亞馬遜使用 Embark 自動駕駛卡車運送貨物。
過去幾十年來,被動安全領域經歷了許多創新,但新興市場仍然沒有太多改進空間。開發商目前專注於在新興市場提供最佳的被動安全性。主動式安全(預測和避免碰撞)尚處於起步階段,還有很多需要改進的地方。 ADAS技術已獲得多數參與者的早期核准,很可能在未來全自動駕駛汽車的發展中發揮關鍵作用。
雖然自動駕駛卡車在歐洲和亞太等地區處於應用的早期階段,但由於基礎設施的完善和大量科技公司進入自動駕駛領域,北美目前是最大的市場。
新興市場的汽車電氣化,以及特斯拉等公司開拓基礎建設,也推動了北美市場的發展。電動車中線控技術的引進有助於改善自動駕駛。
2021 年 9 月,PACCAR 與主要企業的自動駕駛技術公司 Aurora 合作,開始在華盛頓對用於運輸業務的自動駕駛卡車進行商業測試。該技術預計將被聯邦快遞採用。
2019 年,戴姆勒北美卡車公司與 Torc Robotics 合作,開始在維吉尼亞81 號州際公路上測試自動駕駛卡車。在 2020 年國際消費電子展 (CES) 上,肯沃斯卡車發布了基於其 T680 卡車的自動駕駛卡車技術。自動駕駛卡車將在行駛過程中使用感測器和LiDAR每小時收集多達Terabyte的資料。
自動駕駛卡車市場主要由以下參與者主導:戴姆勒、沃爾沃、特斯拉等。
The Autonomous Truck Market is expected to register a CAGR of greater than 23% during the forecast period.
The COVID-19 pandemic had a relatively more minor impact on this automotive industry segment compared to the whole. The demand for autonomous trucks was slightly hindered due to the lockdown and global transportation halt due to the pandemic. However, with market and trade gradually opening up and the increased need for automation, the autonomous truck market is hoping for an economic revival.
Rising awareness among customers is leading to growth in demand for vehicles with autonomous and advanced safety features. 90% of the customers who opt for any ADAS system in their vehicle become repeat purchasers. Government norms and policies are also boosting the sales of the ADAS market. US and European authorities will make the installation of Automotive Emergency Braking (AEB) mandatory by 2022 and the Forward Collision Avoidance/Warning System by 2020.
The complete ADAS systems are featured in expensive luxury segment vehicles only. Many truck OEMs collaborate with ADAS manufacturing companies to produce low-cost ADAS systems. However, vehicles (commercial and passenger) register a minute average annual growth of 1% in their prices, while ADAS systems are expensive due to their high manufacturing cost. OEMs may show reluctance in increasing the prices of small and mid-sized vehicle segments, and ADAS companies might not get the expected return. This factor might hinder the growth of the ADAS market.
Top OEM suppliers have adopted the strategy of partnering with technology companies to develop ADAS. Tech companies like Nvidia have entered this space to provide services to companies such as Volvo and Paccar. Amazon is using Embark's self-driving trucks to deliver its cargo.
Passive safety (safety measures to prevent drivers from injuries during or after the crash) has seen a lot of innovations in the past decades, andminimale scope for improvement is left to make in the markets of developed geographies. Companies are now focusing on providing the best passive safety in developing markets. Active Safety (to predict and avoid crashes) is in its initial stage and has a lot to offer. Any ADAS technology that gets early approval from a majority of players will play a crucial role in the development of fully autonomous vehicles in the future.
Although Autonomous trucks are in the early stage of adoption across the globe in geographies such as Europe and the Asia Pacific, North America is currently the largest market due to the availability of infrastructure and significant technology companies that are entering autonomous driving segment.
The rising electrification of vehicles due to infrastructure development by companies such as Tesla is also propelling the market in North America. The induction of x-by-wire technology in electric vehicles is helping in the improvement of autonomous driving.
In Sep 2021, PACCAR teamed up with Aurora, a leading autonomous driving technology company, to launch a commercial pilot of autonomous trucks in hauling operations in Washington. The technology is expected to be used by FedEx.
In 2019, Daimler Trucks North America partnered with Torc Robotics and started testing autonomous trucks at Interstate 81 in Virginia. At CES 2020, Kenworth Truck Co. unveiled its autonomous truck technology based on the T680 truck. The autonomous truck uses sensors and LiDAR and collects up to 1 terabyte of data per hour during driving.
The autonomous truck market is firmly consolidated by players such as Daimler, Volvo, Tesla, etc. The primary strategy players adopt collaborating with technology companies to integrate services such as artificial intelligence (AI), robotics, advanced analytics, Internet of Things, Cloud technology, etc., in the production and operation of autonomous trucks.