2021-08-13-盖世汽车研究院-高级驾驶辅助系统ADAS产业报告_49页_6mb

ADAS 2021 Report Summary

Overview

The 2021 ADAS report details advancements in Advanced Driver Assistance Systems (ADAS), covering key features, market penetration trends, automotive industry developments, technology integrations, and future outlooks.

Key ADAS Features

• Common Functions: Adaptive Cruise Control (ACC), Automatic Emergency Braking (AEB), Blind Spot Detection (BSD), Auto Parking (AP), Lane Keep Assist (LKA), Parking Distance System (PDS), Traffic Sign Recognition (TSR).
• Emerging Technologies: V2V/V2X (Vehicle-to-Vehicle/Vehicle-to-Infrastructure) for connectivity, Autonomous Hazard Braking (AHB), and levels ranging from L0 to L5 automation.
• Safety Metrics: Euro NCAP standards emphasize ADAS for collision avoidance, with features like Eyes on Road/Hands on Steering contributing to safety ratings.

ADAS Market Penetration

• Year-over-Year Growth: From 2020 to 2021, overall ADAS adoption in passenger vehicles increased, with 2021.1-4 seeing higher rates (e.g., 33.3% in 2020 to ~31.7% early 2021).
• Segment Breakdown: Penetration varies by fuel type (e.g., higher in gasoline/diesel) and price intervals (e.g., lower in budget vehicles like 6.8% for info-assist features). Specific feature penetration: AEB (9-45%), LKA (23-52%), ACC (24-75%), showing trends toward higher adoption in premium and mid-range vehicles.
• Notable Statistics: Global CAGR (2020-2025) is 21.7% for ADAS; L3/L4 penetration expected to rise significantly in the next five years.

Automaker and Industry Developments

• Leading Companies: Tesla (L4 in some scenarios), Chinese brands like NIO and XPeng (with features such as NOA for Navigate on Autopilot), and traditional automakers like Audi and Toyota advancing ADAS.
• Latest 2021 Milestones: NIO released multiple ADAS upgrades (e.g., Xpilot 5.0 in 2025 targets L4 autonomy); Toyota introduced Toyota Safety Sense for AD systems (TSS 2.5/2.0 for AD); Mercedes-Benz and BMW aiming for L4 in specific conditions.
• Competitive Landscape: Chinese autonomous driving platforms (e.g., NT platforms) increasingly adopt advanced sensors and AI; tier one suppliers collaborate with companies like Mobileye.

Technological and Industrial Trends

• Technologies: AI/ML for perception (e.g., AdaBoost, K-means clustering) and sensor fusion; automotive trends include 5G/V2X integration for connected driving, enabling features like autonomous parking and navigation.
• Hardware: Sensors like LiDAR (e.g., Mobileye's systems reaching 144TOPS) and software platforms (e.g., Mobileye's EyeQ chips or MDC's tailings) support L2+ to L4 systems.
• Research Insights: Studies on user willingness to pay show ADAS features are highly valued, with average payments of ~2,500-4,100 RMB for L3/L4 systems depending on frequency and importance.

Future Outlook and Predictions

• Projections: ADAS penetration is expected to grow to 35-57% by 2025, with L4/L5 levels focusing on scenarios like highway driving and full self-driving.
• Challenges: Integration issues for eye/hands-off functions like Eyes off/Hands off Driving; regulatory and technical hurdles need addressing for wider adoption.
• Aspirational Goals: Full automation with V2X by 2025; sensor advancements for 360-degree coverage.

Safety and Regulatory Focus

• Euro NCAP continues to advocate ADAS for safety, with tests requiring functional systems like Temporary Hands Off and Eyes on Road features.
• Temporary Hands Off Hands Off Driving capabilities improve, but reliability concerns remain.

Growth Drivers and Key Data

• Consumer Adoption: High demand for ADAS in new vehicles, especially info-assist features; penetration data from 2020-2021 highlights Chinese brands' rapid increase.
• Market Trends: AI-ready platforms and collaborations with tech firms accelerates innovation, with Mobileye leading in hardware provision.

ADAS remains a rapidly evolving field, set to drive autonomous driving forward with strong market acceptance.