#816

Autonomous Strategies &Eco-system

AUT
TABLE OF CONTENTS
Introduction
Birds-eye View

ADAS &Autonomy

An overview of key suppliers, tech players and OEMs

Executive summaryThe shift towards vehicle autonomy is already impacting the automotive industry and will continue to do so as itarrives. Today, the eco-system is evolving rapidly as a number of OEMs announce new initiatives while investingin, or acquiring, suppliers of autonomous technologies and systems. Similarly emerging from the eco-system are agrowing number of industry partnerships and new start-ups dedicated to the development of these systems – from
specialized system-on-a-chip units through to full sensor suites.

Tech Overview
Tier 1 Suppliers
Technology Players

The reach of the autonomous eco-system itself will span multiple sectors. Beyond the development and launch ofpassenger-oriented features, systems, and vehicles – consumers will also benefit from autonomous service
offerings from commercial and mobility service providers. This reach provides expansion opportunities for
traditional automotive players as well as an entry point for newer start-ups and consumer technology firms,
making the eco-system increasingly competitive.

OEMsIndustry Collaboration
Ecosystem

This report examines this eco-system thoroughly, detailing the autonomous strategies of major OEMs and outlining
its latest trends. The key partnerships made by these OEMs are similarly profiled and the ways in which the ecosystem is evolving are identified. Its scope extends further to highlight the technologies used to enable vehicle
autonomy while understanding the regulations surrounding autonomous vehicles and services in different regions.

RELATED SBD REPORTS
538 – ADAS & Autonomy Forecast
SBD has prepared this report to understand at aregional level the differences in penetration forvarious types of ADAS and the technologies
supporting these features.

COVERAGE

FREQUENCY

Our forecasts provide a deeper understanding byestimating the technology and feature penetrationsat an OEM level.

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#816/Autonomous Strategies & Eco-System

Key questions answered> What are the strategies
towards autonomy frommajor OEMs?

This research supports> What ADAS/AV strategies do
suppliers have in place?
PRODUCT PLANNERS> What partnerships are
made and how is theecosystem evolving?

Do I have access?

IT> What are the latest trends
within the autonomous carecosystem?

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View Excel Data Sheet Sample
Autonomous Strategies & Eco-System
For comprehensive data on every L4 vehicle & service, including coverage,
technology, partners & maturity

Autonomous Strategies & Eco-system

Contents
816 - Autonomous Strategies & Eco-system
Introduction ≫4OEMs ≫58▪ OEM deployment timelines

Birds-eye view7▪ OEM announcementsExecutive Summary ≫13

Industry Collaboration ≫89▪ Key partnerships

Tech Overview ≫23▪ SAE levels and the Automotive Industry▪ Enabling Autonomy▪ Remaining Barriers

Tier 1 Supplier ≫▪ Key consortiums

Eco-system

103

Next Steps ≫107

Contact SBD Automotive ≫111

28

▪ Traditional, Emerging and Niche▪ Investments and Acquisitions▪ Supplier Technology Offering▪ Tier 1–Key News

Technology Players ≫42▪ Investments and acquisitions▪ AV Pilots

Total number of pages - 111

Introduction

Introduction

Introduction
Tier 1 suppliers, tech players and OEMs are developing and bringing tomarket products with differing levels of autonomy and different types ofmobility services. Some OEMs are pushing harder to develop vehicles withhigher levels of autonomy, and leading the deployment of ADAS whileothers are taking a ‘wait and watch’ approach. At the same time, theindustry is experiencing a shift away from traditional supplier and OEM
relationships in favour of deeper collaborations and partnerships and jointventures.
This report gives a high-level overview of the autonomous ecosystem andhighlights key activities between suppliers and tech players, and OEMs. The
accompanying Excel spreadsheet provides data on trends that are ofinterest.

This report identifies the major drivers and barriers for the six
key motivations for the Autonomous Vehicle.

IncreasedsafetyRevenue
generation

Comfort andconvenience

Sustainabletransportation

Secondarytasks

Expandedcoverage

SectionContent

Autonomy Birds-EyeView

An overview of the key findings from SBD’s view of what’s important in theworld of autonomous driving.

Executive Summary

An overview of the key themes and trends highlighted within this report.

Tech Overview

An introduction to the barriers and enablers to autonomy and an overview of
how the industry is approaching the differing levels of autonomy.

Tier 1 Suppliers

Summation of the trends identified in the accompanying Excel spreadsheet.

Tech Players

Overview of tech players entering, and those already established within, theautomotive industry.

OEMs

Overview of current OEM players and a comparison of their autonomous
readiness scoring.

Industry Collaboration

An overview of the key collaborations taken from the supporting excel
document.

Eco-system

Overview of supplier offerings, collaborations and patent activity.

Next StepsCan SBD help you with any unanswered questions?

66Introduction

We Listened and Invested In Our Report to Align to Your Goals

You Said...
“I sometimes struggle to relate conclusions from research reports
to the Outcomes and KPIs that we are working towards...”“I would like to see what has recently changed within a forecast or
domain to help decide if any changes to strategy need to be made...”We Did...
Added an Autonomy BIRDS-EYE VIEW chapter
with a high-level overview of all our Autonomous
reports.

Added AUTONMOUS DRIVING PATENTS to theanalysis“I can find it difficult to take actionable next steps on Guides
without assessing the future direction of the industry...”“It would be helpful to identify disruptive companies and startups to keep an eye for partnerships in the future...”“I would like the topics to be more ‘forward looking’ to help withfuture planning and take advantage of enabling technologies.”

More DATA-DRIVEN ANALYSIS through oursegment analysis and Executive Summary.

Added dedicated OEM GROUP by OEM GROUPANALYSIS section to provide an insight to the futureof the industry77

Example slides
from the reportBirds-eye view

How are players deploying L4 autonomy?
Regions

Proportion of AV pilots by vehicle type23%

•Most AV pilots in the USA are focused on the deliveryof freight. Both automated semi-truck and last miledelivery services have over double the relative activity as
the other major markets.

•Automated semi-trucks are the most common typeof AV pilot in the USA and are primarily focused inSouthwestern states such as Texas, New Mexico andArizona. Drivers for autonomous trucks include thelabor shortages and the long and consistent roadnetwork which is ideal for trucks.

•Shuttle services account for most AV pilots operatingin Europe (72%), far greater than robotaxi services.

•

Autonomous trucking has a limited level ofdeployment (24%) in Europe compared to in otherregions like the USA (30%). In comparison to the USA,
Europe is more fragmented politically and geographically,
posing a greater challenge to deployment of automatedtrucks which would likely have to regularly cross borders.
Furthermore, Europe has a small and complex road
network compared to the USA or China.

Autonomous taxi and robotaxi
28%

Autonomous shuttle and bus
Autonomous trucks

30%

Key takeaways

20%

14% 10%

Delivery pods

Autonomous taxi and robotaxi
Autonomous shuttle and bus

24%

Autonomous trucks
72%

10%

Delivery pods

Autonomous shuttle and bus

7%Autonomous trucks
69%

Delivery pods

Robotaxi deployment is very limited
in deployment across all regions. To
become profitable, robotaxi fleetsneed to scale whilst overcoming thetechnological,
regulatory
andoperational hurdles whilst fostering
an appetite for the services withconsumers.

Autonomous Strategies &Eco-system

Autonomous taxi and robotaxi

14%

SBD Expert Insight•AV pilots in China are primarily focused on themovement of people, with autonomous taxis androbotaxis accounting for almost two thirds of AV pilots inChina.

This report examines this eco-systemthoroughly, detailing the autonomous strategies
of major OEMs and the key partnerships within
it. Its scope extends further to highlight thetechnologies and regulations at the center ofvehicle autonomy as well as the latest initiatives
within the sector.

99

Executive Summary

Tier 1 Suppliers Focus Their Investment On Software
Investment in autonomy
Autonomous Driving ; 14%

Tier 1 suppliers continue to play a significant role in the development of new ADAS
technologies, as many OEMs lack the research capabilities to deeply specify ADAS
solutions beyond their Human-Machine Interface functionality. Even leading OEMs,
such as Mercedes–Benz and Volvo, require a great degree of collaboration with thesystem integrators to deliver automated features to the market.

Mobility; 14%
Software/Hardware; 70%

Lagging Behind
Laggards typically have a limited productportfolio and have made limited moves inindustry collaboration.
For example, Robosense does not offer sensors
beyond lidar respectively.

10Grouping
is based on productoffering and market presence

Map; 2%

TraditionalEmerging

OEMs typically have a wide product offering with regards
to autonomy. Most OEMs have been making moves toexpand their product offerings, such as by introducing longrange lidars.

Emerging players are new entrants in the autonomous space
and typically have a disruptive impact on the industry. Inrecent years, Huawei has entered the autonomous ecosystem and through significant investment, research anddevelopment now offers a wide sensor product range and isable to compete with leading traditional suppliers.

Typically, well established suppliers have actively sought
industry collaborations to accelerate the development anddeployment of autonomous systems.

Other emerging suppliers have focused on specific emerging
and enabling technologies such as Innovusion and Livox, who
are focused on lidar sensors only. Lidar is seen as a key
enabler to higher levels of autonomy.

10

Tier 1Overview

Tier 1 - Overview

Chapter Overview

Niche

•

SBD have assessed and sorted Tier 1 suppliers into three groups
to show their relative position in the autonomous eco-system.
These groups are: Traditional, Emerging and Niche.

•Factors like the level of investment in ADAS technologies, breadthof product range and number of collaborations were used todecide a suppliers’ position in the autonomous eco-system. The
number of regions or countries that they operate in was alsoconsidered.

•For example, a supplier may be categorized as niche if it has alimited product range and only operates in a single market, even if
it is a leader in that product area.

•In total, 18 Tier 1 suppliers have been profiled, all of which can befound in the excel file included with this report.

•This chapter will also cover a hand-picked selection of the mostimportant mergers, acquisitions and AV pilots carried out by Tier
1’s. The Tier 1 activity chosen to be included is highlighted as
being significant or otherwise important in showing the overall
picture of the market.

•Expert SBD analysis of the strategies being used by Tier 1
suppliers to elevate their position in the autonomous ecosystem isprovided, and any trends discussed.

Tech Players

Tech player investments

Tech Player Investments and Acquisitions
Number of investments inThe largest investments and acquisitions made by tech players are covered in this report and were made into
chipsets and mobility. Intel made two of the largest five investments, with acquisitions of chipset suppliers.

autonomy by category

Intel acquired Tower Semiconductor to bolster their chip manufacturing capabilities; the company’s products
include CMOS sensors for ADAS. Intel have also acquired Habana who specialize in AI chipsets for data centerswhich can train autonomous driving software.

Autonomous
Driving ;Alibaba have invested in and formed a close partnership with Xpeng, including a $348M investment providing
cloud services to train their autonomous driving software.

13%
Mobility;
20%

6,000

Millions ($)

5,000

Software/Investments in autonomy

5,400

Hardware;

67%

4,300

Map; 0%

4,000
3,000
2,000

1,000
0

2,000
900

450

348

300

100

4320

•

Two-thirds of the investments and acquisitions madeby tech players went to software or hardware
companies. Artificial intelligence is a key area ofsoftware investments where the likes of Waabi,
RealAI, Habana and Sensat have received significant
investment.

•Significant investment also went into sensor
technologies like lidar and imaging radar.

171212

Mercedes-Benz GroupOEMMercedes-Benz GroupKey Highlights

Sales volumeHighLevel 3Level 4Medium•

Mercedes-Benz is a leader in autonomous driving, having been the first to introduce anSAE Level 3 system in Europe and the USA.

•Mercedes-Benz has launched the first SAE Level 3 systems to Europe and the USA. Theirsystem is called DRIVE PILOT and provides hands off and eyes off driving on motorways
with high volumes of traffic at speeds up to 60km/h with a suitable vehicle in front. Thissystem allows the driver to engage in secondary activities such as using the in-car office,make video calls or use the in-car entertainment.

•Level 22032 SAE Level

Low

Mercedes-Benz have developed an SAE Level 4 parking system, INTELLIGENT PARKPILOT, in partnership with Bosch. This system is available to use on their high-end
models at the APCOA parking garage P6 at Stuttgart Airport. It is currently available on
the S-Class, EQS and EQE saloons, however, will expand o the E-Class and EQE and EQS
SUVs.

2024 Generation1.0

2.0

3.0

4.0

2024 Status
LaggardFastfollower

LeaderPassenger vehicle autonomy deployment timeline
Currentoffering

SAE
Level

Level
32024

2025

2026

2027

2028

2029

2030

2031

2032

Level
41313

NIO IncOEMNIO Inc
Key Highlights

Sales volumeHigh•Level 3

Level 4Medium•

NIO have launched leading autonomous driving systems in China. Their flagshipautonomous system is NOP+ (Navigate on Pilot Plus) which is an SAE Level 2 Piloted
Driving system which can support driving in cities and highways. NOP+ is available inalmost all Chinese cities. The system was initially launched in 2020 as NOP (Navigate onPilot) for supporting highway driving with entering and exiting ramps and automatic lanechanges, however in 2023 the company launched NOP+ which could operate in urban
areas. Operating on both urban and highway environments enables NIO to provide
drivers with point-to-point assistance for their consumers.
NIO have expanded their offering outside of China, having opened a Smart Driving
Technology Center in Germany. This center will lead the development of NIO ADAS
tailored to the needs of European users.

2024 Generation
1.0

2.0

3.04.02024 Status
LaggardFastfollower

LeaderLevel 22032 SAE Level

Low

Passenger vehicle autonomy deployment timeline
Currentoffering

SAE
Level

Level
2+

20242025

Level
32026

2027

2028

2029

2030

2031

2032

Level
41414

Industry Collaborations

Toyota, Aurora, DENSO

Toyota, Aurora, DENSO: Collaborate to develop autonomous taxi

Collaboration Detail•Toyota have partnered with DENSO and Aurora (AV start-up) to develop a fleet of autonomous taxis.

•The autonomous taxis will be based on the Toyota Sienna and be equipped with Aurora’s self-driving technology.
Denso will support the production of the autonomous driving components.

SBD Analysis•

Aurora’s self driving technology has been proven in many years of testing and development. Toyota willbenefit from having access to this technology and a route to introducing SAE L4 functionality into themarket. Aurora will benefit from partnering with a major OEM as this will give them access to a large fleet ofvehicles from a well-established manufacturer.

•To bring this technology and service to market at scale, both Aurora and Toyota will need the experienceoffered by DENSO in order to produce and manufacture the required components.

•On their own, each player would struggle to meet all of the production, logistical, technological and resource
demands of introducing autonomous technology.

1515

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