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1、1GLOBAL AUTOMOTIVE INDUSTRY TRENDS AND INNOVATIONS25 August 2023全球视野下的汽车行业趋势与创新BeijingSan AntonioMountain ViewNew YorkLondonParisFrankfurtMilanWarszawaNew DelhiMumbaiTokyoSingaporeTorontoKuala LumpurJakartaSydneyTel AvivDubaiSao PaoloBuenos AiresMexico CityBogotaCape TownShenzhenOxfordMoscowSophia A
2、ntipolisSeoulBangkokAucklandChennaiBengaluruKolkataColomboDhakaIstanbulHong KongTaipeiShanghaiNanjing01Frost&Sullivan Founded in New York in 1961.Established European OfficesGlobal Leadership in Published Market ResearchMarket Consulting Activity DevelopedGlobal Expansion to Ch
3、ina,Japan,Singapore and India Growth ConsultingAcquisition of Technical InsightsFrost&Sullivans 60th Anniversary 60Frost&Sullivan Founded in New York in 1961.Frost&Sullivan Calls The Senior Research Team Of The Global Office To Collaborate And Provide Professional And Efficient Consulting Services22
4、0+years ofexperience100+consultingprojects related to cover Automotive and Mobility300+Analysts and consultants500,000+Industry and investment expertsShanghaiBeijingNanjingChengdu HongKongShenzhenTaipei7 major officesChengduBeijingNanjingShanghaiTaipeiShenzhenHong KongMore Than 20 Years Of Local Mar
5、ket Experience,7 Major Offices,More Than 500,000 Industry And Investment Experts And More Than 300 Senior Analysts In Collaboration3Frost&Sullivan Value Proposition:Our Industry Coverage We are working within and across our verticals to converging our global expertise to deliver for our clientsTechV
6、ision&Visionary InnovationChemicals Materials&NutritionSecuritySupply Chain&LogisticsAerospace&DefenseEnergy&EnvironmentHealthcare&Life Sciences IndustrialMobility(Automotive&Transportation)FOUNDATIONAL PRACTICESVERTICAL PRACTICESInformation Communications&TechnologySustainability&Circular EconomyBu
7、siness&Financial ServicesSUPPORTFUNCTIONSCustomer Research&AnalyticsGrowth Strategy ImplementationBrand&Demand SolutionsBest PracticeAwards4Frost&Sullivan Value Proposition:Our 6 Vertical PillarsMobility program offers A complete 360 degree analysis of the automotive&transportation market with A foc
8、us on medium to long term strategic options tailored accordingly to stakeholder typeMOBILITY PROGRAM AREASSAFETY,CONNECTED&AUTONOMOUSCOMMERCIAL MOBILITYFLEET&LEASINGPOWERTRAIN&ELECTRIC VEHCILESAFTERMARKET&DIGITAL RETAILMOBILITY BUSINESS MODELPowertrain Emission Regulations Passenger Car Fuel Mix Eng
9、ine and Emission Reduction Technologies Transmission TechnologiesConnected Vehicles Connected Services Strategies Infotainment&HMI FeatureSets Telematics,V2X,SmartphoneIntegration Tech Roadmaps and Evolution Deployment Scenarios&AnalysisAftermarket&Retail Digitization of Parts Retail and Vehicle Ser
10、vices Profiling and Benchmarking Hybrid and EV Aftermarket Commercial VehicleAftermarket Connected Solutions On-highway Vehicles LCV/MCV/HCV/Buses/Trailer Hybrid/EVs/Natural Gas/Fuel-Cell Steering/Braking/Suspension/Driveline/Leasing/Aftermarket Lifecycle&TCO Analysis ADAS&Autonomous VehiclesLeasing
11、 Company Car Leasing Private Leasing&SME Leasing Operational&Financial Leasing Commercial Vehicle Leasing Electric Vehicle Leasing Used Car LeasingNew Mobility Car on Demand Ridesharing&Carsharing(Traditional,P2P and Corporate)Integrated Mobility/MaaS Micro-mobility/Parking Shared Mobility Value Cha
12、inEV&Decarbonization EV Sales&Forecasts ePowertrain-Battery,Motor,OBC,Power Electronics.FCEV eMobility Business Models EV Databases-=Spec,Supplychain.Chassis&Autonomous Steering/Braking/Suspension/Driveline/Chassis Platforms Vehicle Electronics Sensors,ECUs,Seating,Lighting,Autonomous-Regulation/Sof
13、tware/Business ModelsOff-highway Vehicles Construction/Mining/Agricultural Regional/Company Profiling Connectivity&Autonomous Rental Equipment&P2PSharing Hybrid,Electric&Fuel Cell OHW AftermarketMega Trends/Visionary OEM/Start-up/Country Profiles Analysis of M&As Emerging Disruptive Trends(Flying Ca
14、rs/3D Printing/Digital Twins.Microcars/Hypercars/Purpose Built VehiclesIoT&Digital Transformation Digital Transformation Big Data/Cybersecurity/Blockchain Data Monetization In-Vehicle IoT Cloud Infrastructure&Mgt Vendor BenchmarkingTwo-Wheeler Two Wheeler&Three Wheeler Regional/Country/Competitor Pr
15、ofiling EV/Connectivity/Safety/Shared/Aftermarket Delivery based Business Model Connected Fleets Fleet Mgt-Bikes/PV/LCV/MCV/HCV/Bus/Trailer/OHW Marketplace&Truck-as-a-Service Freight Mgt&Visibility/TMS.Autonomous Vehicles Blockchain/Big data/Cyber securityCategory/Channel Mngmt Replacement Demand An
16、alysis Distribution Channel Mgt Pricing&Market shareAnalysis Eg:Brake Components,Filtration,Steering Control Components,HVAC,Transmissions,Starters.Rental Short-term Rental Long-term Rental New flexible models(i.e.pay per use,vehicles subscription,etc.)Others Country Profile Competitor Analysis Flee
17、t Management Services M&A Due Diligence56Global Automotive Sales InsightsLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited7Snapshot:Global LV Sales by Region in 2022 and 2023FSource:Frost&Sullivan*Sales data from respective automotive associations of countries might vary bec
18、ause of the difference in reporting structure.LV=Light VehicleYoY=Year over YearRest of World breakdowns are not available202238.9%79.9 MUnits19.3%2.4%5.1%3.7%14%16.6%East Asia North America South AmericaSouth AsiaSoutheast AsiaWestern Europe Rest of World25.71.51.94.00.82.613.74.013.90.61.41.30.90.
19、21.94.20.80.3East AsiaNorthAmericaSouthAmericaSouth AsiaSoutheastAsiaWesternEuropeRest ofWorldExpected 3.3%YoY increase in 20232022ChinaJapanSouth KoreaCanadaUSABrazilIndiaIndonesiaMalaysiaPhilippinesThailandVietnamGermanyItalySpainUKRest of EuropeRest of World2023FEast Asia North America South Amer
20、icaSouth AsiaSoutheast AsiaWestern Europe Rest of World38.0%20.1%2.5%5.0%3.8%14.9%15.7%82.6 MUnits13.3Automotive Market:LV Sales,Global*,2022 and 2023FLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited8Winners in 2022Source:Marklines;Frost&Sullivan*Sales data published by the
21、 OEM groups might vary because of the difference in reporting structure.OEMsYoY growth(2021 2022)Toyota Group(8.9%)VW Group(12.0%)Renault-Nissan-Mitsubishi(RNMA)(35.0%)Hyundai Group(7.9%)GM Group(4.7%)20212022Toyota Group VW GroupRenaultNissan AllianceHyundai KiaGM Group10.48.87.76.66.2Sales in Mill
22、ion Units9.57.85.06.15.9Automotive Market:Top 5 OEMs,Global,2021 and 2022*Automotive Market:Top OEMs YoY Sales Trend,Global,2022*Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited9Performance of Top 20 OEM GroupsAutomotive Market:Sales by Top 20 OEMs,Global,2021 and 2022*Sour
23、ce:Marklines;Frost&SullivanNote:Sales data published by the OEM groups might vary because of the difference in reporting structure.*Stellantis includes sales FCA and PSA 2021 onwards.04812MitsubishiTata GroupChery AutomobileTeslaDongfeng(Dongfeng Motor Corp.)MazdaSAIC(Shanghai Automotive Industry Co
24、rporation(Group)Great Wall Motor Company Ltd.(GWM)Changan/Chana(Changan Automobile(Group)Geely Holding GroupBMW GroupSuzukiFord GroupHondaGM GroupRenault-Nissan AllianceStellantisHyundai Kia Automotive GroupVW GroupToyota Group20222021OEMYoY Growth(20212022)Toyota Group(3.7%)VW Group(4.5%)Hyundai Ki
25、a Automotive Group(6.5%)Stellantis(11.5%)Renault-Nissan Alliance(17.7%)GM Group(2.8%)Honda(14.8%)Ford Group(6%)Suzuki(5.1%)BMW Group(2.5%)Geely Holding Group5.2%Changan/Chana(Changan Automobile(Group)9.9%Great Wall Motor Company Ltd.(GWM)(15.5%)SAIC(Shanghai Automotive Industry Corporation(Group)2.9
26、%Mazda(14.9%)Dongfeng(Dongfeng Motor Corp.)(15.8%)Tesla47.3%Chery Automobile28.7%Tata Group27.0%Mitsubishi(11%)Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited10LV Sales of Key Chinese OEM Groups GloballyAmong the top 8 Chinese OEMs,4 recorded a positive growth rate despite
27、 the chip shortage crisis in 2022.Source:Marklines;Frost&Sullivan*Sales data published by the OEM groups might vary because of the difference in reporting structure.Automotive Market:LV Sales by Chinese OEM Groups,2021 and 2022*0.00.51.01.52.0Changan/Chana(Changan Automobile(Group)Great Wall Motor C
28、ompany Ltd.(GWM)SAIC(Shanghai Automotive IndustryCorporation(Group)Dongfeng(Dongfeng Motor Corp.)Chery AutomobileFAW(China FAW Group Corp.)BAIC GroupBYD AutoUnits(Million)20222021YoY Decline/Growth150.3%(23.1%)(32.2%)28.7%(15.8%)2.9%(15.5%)9.9%Licensed to User ID:5960Frost&SullivanUnauthorized Distr
29、ibution Prohibited11Top 5 Markets by Sales Volume in 2022Source:Frost&SullivanNote:Sales data from the respective automotive associations of countries might vary because of reporting structure differences.Automotive Market:Top 5 Markets by Sales,Global,2021 and 20222.93.44.414.925.32.74.04.113.925.7
30、0.015.030.0GermanyIndiaJapanUSChina202220211.4%(6.5%)(7.0%)19.6%(9.3%)Units(M)ChinaVW topped the market share with 12%and registered a growth of 3%in sales volume over 2021.GM was 2nd,with a 10%market share,but saw a 7%decline in sales compared to 2021.BYD Auto(157%)and Tesla(47%)registered the high
31、est growth rates among the top market players in 2022.United StatesAt 13.9 million units in 2022,the US automotive market reached its lowest level since 2012 because of the global chip shortage crisis,increasing bank interest rates,and the fear of recession in H2 2022.GM led the market share with 16
32、%in 2022,ahead of Toyota(15%)and Ford(13%).JapanThe chip shortage crisis crumbled automotive sales in Japan in 2022.Major automakers faced a decline in growth compared to 2021,including Toyota(14.2%)and Honda(1.9%).IndiaThe Indian automotive market saw a steep increase in automotive sales in 2022 an
33、d will surpass Japan in 2023 to become the third-largest automotive market globally.According to OEM Group,Maruti Suzuki leads the market with a 34%share,ahead of Tata(17%)and Hyundai(11%).OEMs with high growth rates in 2022 include VW(79%),Stellantis(58%),and Tata Motors(55%).GermanyVehicle sales i
34、n Germany declined about 9.3%in 2022 compared to 2021.Stellantis led the market with a 31%share,ahead of VW(16%),GM(14%),and Toyota(9%).Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited12Key Regional Markets:Emerging EconomiesSource:Frost&SullivanKey:Sales data published by
35、the automotive association might vary because of the difference in reporting structure.Combined sales in emerging economies will likely witness a rise of about 5.2 million units,7.3%YoY,in 2023.Automotive Market:LV Sales in Million Units,Selected Countries,2022 and 2023FSouth Korea,Indonesia,Malaysi
36、a,ThailandBelgium,Netherlands,Sweden,PhilippinesIndonesia2022:0.86 M2023F:0.92 MThailand2022:0.84 M2023F:0.91 MSouth Korea2022:1.32 M2023F:1.34 MMalaysia2022:0.63 M2023F:0.64 MBelgium2022:0.39 M2023F:0.44 MNetherlands2022:0.31 M2023F:0.34 MSweden2022:0.32 M2023F:0.33 MPhilippines2022:0.28 M2023F:0.3
37、1 MLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited13Top Light Vehicle Trends,2023Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited14Top Trends Driving the Global Automotive IndustrySource:Frost&SullivanNote:The study only analyzes the top 5 trends
38、in detail.HighHighLowAdvent of In-car Convenience ServicesVertical Integration in EV Manufacturing Smart FactoriesAutomakers Transforming into Mini Software Companies OEMs Set Up Energy CompaniesValue Chain SustainabilityGrowth in Prognostics-as-a-ServiceNext-generation Battery ManagementCities Driv
39、ing Charging InfrastructureLevel of Impact(3 Years)Certainty of Impact(3 Years)Digital Dashboards Sustainability remains a major theme within theautomotive industry,with a value chain-wide focus onachieving net-zero emissions.Vertical integration by OEMs to acquire electrificationcapabilities will g
40、ain momentum.Increased focus on digitization,connectivity,electrification,and software will shift the automotiveworkforce toward IT and related skillsets,transformingautomotive companies into software firms.The rapid penetration of EVs will spur innovations innext-generation battery management solut
41、ions.Automotive Market:Top Market Trends,Global,20232025Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited15Trend 1:Sustainability in the Automotive Life CycleSource:Green Car Congress;BMW;Frost&SullivanIn August 2022,BMW entered into a contract with H2 Green Steel to procure
42、 carbon dioxide reduced steelBMW aims to replace at least one-third of the steel it uses for global production with carbon-reduced steel by 2026.BMWs European factories will be supplied with steel generated using hydrogen and power from renewables.The companies have agreed to implement a closed-loop
43、 recycling system where H2 Green Steel will take the steel scraps from BMW factories,process them,and ship them back to BMW as new steel rolls.H2 Green Steel uses hydrogen from green power instead of coke to separate oxygen from iron oxide,which produces mainly water as a by-product,reducing CO2 emi
44、ssions by 95%.Stringent regulations drive OEMs to place greater emphasis on sustainability-related practices across their value chains,including manufacturing,retail,while the vehicle is in use,and at the end of the vehicles life.Why?OEMs will increasingly adopt digital twins to track the journey of
45、 materials through the supply chain to monitor emissions.They should invest in next-generation,eco-friendly materials as alternatives to leather and plastics.OEMs will shift to using carbon-reduced steel,creating opportunities for green steel producers.Implications for 2023Best Practices:Case StudyB
46、MWSustainability in the Automotive Life CycleLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited16Trend 2:Vertical Integration in EV ManufacturingSource:Frost&SullivanBatteriesAutomotive OEMTransmissionElectric MotorsElectric PowertrainsInvertersEnergyYASA will provide electri
47、c motors for Mercedes-Benzs AMG.EA electric-only platform and help in developing new EV drive technology for the group.In 2021,Mercedes-Benz acquired electric motor company YASA,gaining access to its proprietary axial flux electric motor technology.In 2022,Mercedes-Benz partnered with battery maker
48、Envision AESC to build battery cells for its US production.In March 2022,Mercedes-Benz opened a battery factory in Alabama,United States,to produce battery packs for its EQS and EQE sports utility vehicles(SUVs).In 2021,Mercedes-Benz acquired a 33%stake in Automotive Cells Company to increase the sc
49、ale of production and development of next-generation battery cells.OEMs are vertically integrating EV-related capabilities to mitigate against supply chain disruptions,increase efficiency,and establish a competitive advantage.Why?OEMs can acquire start-ups with innovative EV component and technology
50、 solutions.OEMs should look to collaborate more with battery companies as they move to build their battery factories.Demand for renewable energy companies will grow as OEMs transform into energy companies to support their EVs.Implications for 2023Best Practices:Case StudyMercedes-BenzVertical Integr
51、ation in EV ManufacturingLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited17Trend 3:Advent of In-car Convenience ServicesSource:Frost&SullivanMusicParking LocatorVideo ConferencingRetailBookingsGamesSmart Home DeliveryMoviesMore than 300 million global users have adopted Apt
52、oide,with 7 billion downloads and more than 1 million applications available.The Aptoide mobile app store is a scalable platform unique to and custom-made for automotive applications and an alternative to the Google app store.Faurecia has enabled third-party app stores and has invested in cybersafe
53、technologies for user data privacy.Faurecia partnered with VW,BMW,and Mercedes-Benz to develop their customized in-vehicle app stores.Through collaborations and innovation,Faurecia has developed solutions for the cockpit of the future.Its collaboration with Aptoide has provided it with a strategic a
54、dvantage in the app store landscape.Changing customer requirements in gamification,productivity,and entertainment within the vehicle create a need for various in-vehicle convenience services to improve vehicle occupant experiences.Why?In-vehicle apps reflect customers interest in extending their dig
55、ital lifestyles to include their cars.In-house app store development will facilitate brand building and the opportunity to tap into new revenue streams of digital business models.Strategic collaborations with infotainment content providers will allow OEMs to enhance in-vehicle experiences.Implicatio
56、ns for 2023Best Practices:Case StudyMercedes-BenzIn-car Convenience ServicesLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited18Trend 4:Automakers Transforming into Mini Software CompaniesSource:Frost&SullivanAuto OEMsRe-train existing staff Recruit software engineersEstablis
57、h Software subsidiariesAcquire relevant Software start-upsMini Software CompaniesThe shift toward EVs,connected features,digitization,and autonomy demands new skills in automotive manufacturing,with a particular focus on software and IT professionals.Why?Collaboration between software firms and auto
58、motive companies will increase.Automotive OEMs will look to hire engineers with artificial intelligence(AI),cloud computing,and data analytics skillsets.Quantum computing will take center stage in the automotive value chain,creating opportunities for companies in this space.Collaboration between aut
59、omotive OEMs and cybersecurity firms will increase.Implications for 2023Best Practices:Case StudyStellantisOverview:Auto OEM Software InitiativesThe software engineers will support the development of connected vehicles,software-enabled businesses,and AI-powered technology platforms.These initiatives
60、 will shift Stellantis vehicles from an electronic to an open software-defined platform.Stellantis has allocated more than$32 billion in investment in software and electrification initiatives until 2025.Stellantis is setting up a software and data academy to retrain 1,000 internal engineers in vario
61、us software skills.This will help the company add new features and services through over-the-air updates,keeping the vehicle relevant and exciting years after its launch.The company plans to expand its software workforce to 4,500 by 2024.Auto OEMsRetrain existing staff Recruit software engineersEsta
62、blish software subsidiariesAcquire relevant software start-upsMini Software CompaniesLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited19Trend 5:Growth in Prognostics-as-a-ServiceSource:Frost&SullivanPrognostics-as-a-ServiceRemote DiagnosticsPredictive MaintenanceTechnician G
63、uidanceData-driven Trouble-shootingIncreased connectivity and real-time data regarding vehicle operation and the health of various components drive the increase in prognostic and remote diagnostic solutions.Why?Demand for predictive analytics and maintenance in the fleet market to prevent unexpected
64、 downtime is growing.Increasing volumes of connectivity-enabled vehicle data will increase the demand for accurate prognostics solutions.Garages will adopt advanced diagnostics solutions in tandem with upskilling technicians for EV and SDV maintenance and repairs.Implications for 2023Best Practices:
65、Case StudyPretecktGrowth in Prognostics-as-a-ServicePreteckt claims an 84%accuracy and a 43%improvement in technician efficiency.The Preteckt solution comprises a combination of in-vehicle software,cloud,AI,machine learning(ML),and data analytics technologies.Preteckt,a US-based company,offers progn
66、ostics and predictive maintenance solutions.Based on the results of diagnostic reports,fleet operators regularly receive notification of their fleets maintenance requirements.The preinstalled vehicle software will capture real-time data and send it to the validation unit via the cloud.ML and AL pred
67、iction algorithms identify and validate maintenance requirements.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited20Electric Vehicle Outlook,2023Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited21EV Growth And Penetration ForecastTesla and VW Group w
68、ill fiercely compete to gain the market leader position in 2022 as the margin is closing in between the two OEMs.0.020.040.060.080.0100.0120.02000224202520262027202820292030ICEBEVPHEVFHEVMHEVEarly adoption of eMobility and push by ChinaSlowdown in the market and impa
69、ct of COVID-19Growth driven by government push,compliance obligations,and customer awareness80.7%6.3%2.6%4.9%5.5%63.8%13.7%4.7%6.4%11.4%43.8%27.1%5.1%8.8%14.5%Unit Sales(Million)Electric Vehicle Market:EV Sales Forecast,Global,20152030Note:All figures are rounded.The base year is 2022.Source:Frost&S
70、ullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution ProhibitedEV Growth and Penetration in Key CountriesSource:Frost&SullivanElectric Vehicle Market:EV Growth and Penetration,Key Countries,2022(10%)0%10%20%30%40%50%60%70%80%90%100%(30%)(10%)10%30%50%70%90%110%Growth RatePenetratio
71、n Rate China holds the most market share,with 26.7%penetration.Norway leads the way in terms of EV penetration with 79.1%.The United States emerged as the second-largest market with 7.2%EV penetration.Size of the Bubble=No.of EVs sold in 2022CHINAUSASOUTH KOREACANADAUKNETHERLANDSGERMANYSWEDENNORWAYL
72、icensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited2223EV Growth and Penetration for Key OEMsSource:Frost&SullivanElectric Vehicle Market:EV Growth and Penetration,Key OEMs,2022 and 2023eOEMSalesEst.Growth(20222023e)EV Penetration202120222023e45.1%81.6%99.9%99.9%49.7%100.0%100.
73、0%100%31.5%12.5%15.6%18.5%55.1%12.1%15.8%18.3%22.9%10.0%17.6%23.5%35.7%9.0%17.6%25.2%32.8%20.6%36.6%42.4%52.1%8.3%40.9%55.5%29.5%19.7%27.7%35.3%38.6%7.5%12.5%16.8%1,858,2471,314,330839,285584,600527,139509,439433,150351,356337,491335,9972,696,430 1,967,590 1,103,247 906,454 647,726 691,253 575,165 5
74、34,551 437,072 465,749 591,525 892,751 749,119 513,512 361,691 309,216 319,183 98,947 266,752 264,735 BYDTesla Inc.VW GroupGMStellantisHyundai MotorBMW GroupGeely Auto GroupMercedes-Benz GroupR-N-M Alliance20222023e2021Licensed to User ID:5960Frost&SullivanUnauthorized Distribution ProhibitedEV Char
75、ging Infrastructure DevelopmentSource:Frost&SullivanElectric Vehicle Market:EV Sales Global,2022ChinaUSA18,500 28,000 20,500 40,000 10,000 90,000 86,000 61,400 170,00030,000 FranceGermanyUKSouthKoreaJapan280,0001.7 Million52,500177,0001:51:31:31:41:3CONNECTORLocation:Connector VEHICLES IN USE14,561,
76、974VEHICLES IN USE3,427,753VEHICLES IN USECONNECTOR:EV CAR PARC 1:9 EVsCONNECTOR:EV CAR PARC 1:23 EVs2,252,8171,170,944426,8391,111,998449,2851:5EVs1:3 EVs1:3 EVs1:4 EVs1:3 EVsLOCATIONGB/TTESLATESLACHADEMOCCS1TESLACHADEMOCCS2Location:Connector1:3Location:Connector1:5Licensed to User ID:5960Frost&Sul
77、livanUnauthorized Distribution Prohibited2425Key Trends in the EV MarketThe EV Market:EV Growth And Penetration,Key Countries,2022 and 2023eVEHICLE-TO-GRID(V2G)/VIRTUAL POWER PLANTS(VPPS)INCREASED OEM PLANNED INVESTMENTS BY 2030EV DIGITAL PRODUCTSCHARGING DATA UTILIZATIONISO 15118S STANDARDS/OCPP 2.
78、0.1 HIGH POWER/ULTRA FAST CHARGINGEV Charging Data and AnalyticsEncryption,Decryption,and Two-way AuthenticationAggregators,CPOs and eMSPsFour EV Models to be Compatible with V2GOver$400 Billion Digital Products and Services and EV Ecosystem BusinessSource:Frost&SullivanLicensed to User ID:5960Frost
79、&SullivanUnauthorized Distribution Prohibited26193.070.047.046.035.035.030.030.030.00.050.0100.0150.0200.0250.0VW GroupToyotaMercedesBenzHondaBMWGMFordStellantisRenault NissanMitsubishiInvestment(Billion)70 NEW MODELS 240 GWH 1 MILLIONEVS 30 BEVS BATTERY PLANTS SELL 3.5 M EVS 100%ELECTRIC EST 200GWH
80、 BATTERY PLANTS IN EU AND NA 40%SALES EV BY 2030 9 NEW MODELS MAJORITYINVESTMENT IN BEV 1 MILLION EV BY 2025 4 BATTERY PLANTS BY 2030 30 NEW MODELS BY 2030 100%EV 2030 3 BATTERY PLANTS 240 GWH BY 2025 40%SALES EV 5 BATTERY PLANTS 40%OF SALES IN THE US TO BE EV 70%OF SALES TO BE EV IN THE EU 10 NEW M
81、ODELS OVER 50%OF SALES TO BE EVS IN CHINA,THE US,AND JAPANIncreased OEM Planned Investments by 2030The EV Market:Upcoming Announcements from Key OEMs,Global,20222030Over$400 billion in investment will go toward establishing battery manufacturing plants and developing new EV models.Source:Frost&Sulli
82、vanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited27Digital Product TypePlatformA set of software and any supporting hardware with an ecosystem of applications(appand portal)and resources(application programming interfaces and services)White Label PlatformA platform that o
83、ther businesses can subscribe to or purchase then rebrand and use as their ownStandalone ProductDoes not contain applications or resourcesEV Digital ProductsSoftwareSoftwareSoftwareSoftware-as-a-ServiceHardware-as-a-Service(HaaS)Platform-as-a-ServiceThese cloud-hosted platforms are for developing ap
84、plications,accessing resources,and managing data,and developers are the main users.These cloud-hosted,fully functional software platforms with applications and resources have many end users;customers have no control over data management.The customer licenses or leases the HaaS and pays for the servi
85、ce instead of purchasing the hardware.The model has many end users because it is a complete product set,including hardware and supporting software products.Trending EV Digital Product Business ModelsThe EV Market:EV Digital ProductsOutline,Global,2022Software and hardwareSoftware and hardwareSoftwar
86、e and hardwareThis slide outlines the main digital product categories and the trending business models through which they are available.Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited28Vehicle-to-Grid(V2G)/Virtual Power Plants(VPPs)V2G/Bidirectional ch
87、arging stationV2G-enabled EVsV2G EV Charging SoftwareKey RequirementsV2G ImplicationsGrid stability/balanceDecentralized energy storageMonetized EV ownershipNew V2G business modelsIncreased battery lifeList Of Compatible Vehicles With V2G/Vehicle-to-load Hyundai Ioniq 5 Kia EV 6 Nissan Leaf Mitsubis
88、hi Outlander Genesis GV 70 Ford F-150 Lightning Fisker Ocean VW ID4Ongoing V2G ProjectsLocationProject typeDescriptionPartners and FundingUtrecht Hyundai/We Drive Solar with up to 150 kilowatts(kW)IONIQ 5Project at a real estate development complex in Utrecht for Hyundai vehicles and NieuweWeme char
89、gersWe Drive Solar and EU fundingGlobalPilot programs with electric school bus fleetsBYD and Blue Bird vehicles and NUVVE charging stations,with up to 400 blue bird buses and 25-megawatt(MW)capacity Swell(storage/solar)and private fundingFranceV2G project targeting business-to-business(B2B)customers
90、V2G project by local utility provider targeting B2B fleets for Nissan Leafs and ABB chargerslectricit de France and EU fundingNorth CarolinaPlanned pilot with 100 customersParticipants(Ford EVs such as the F150 lighting)to receive reduced lease payments with charging from Ford charge stations and Pr
91、o+backup power home integration systems Duke EnergyNew York City(NYC)Pilot project with 3 bi-directional chargers in NYCFleet owner,Revel,using Nissan Leaf;Fermata Energy and NinedotEnergy provide chargers and storage systems,respectively.Ninedot Energy and Fermata EnergyThe EV Market:V2G/VPPs,Globa
92、l,2022OEMs will launch V2G-enabled vehicles,with OEMs such as Volkswagen(VW)shifting to 100%V2G-enabled vehicles on its Modular Electric Drive matrix(MEB)platform.Only 45 EVs are V2G-enabled.Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited29ISO 15118s S
93、tandards/OCPP 2.0.1 ISO 15118OCPP 2.0.1The EV Market:Standards and Compatibility,Global,2022A single standard for all vehicle segments,including 2-wheelers,passenger cars,and trucksCompatibility with ISO 15118-20,which recently saw implementation and supports V2G featuresEase of charging with automa
94、tic EV charging once the connector plugs inCompatible with cloud-based management systems that retain control of the EV charging stationData integrity and authenticity as security measures with digital XML-based signatures and X.509 certificates A protocol enabling a choice of standardized features
95、and EV charging station functionalityV2G communication interface along with smart charging and EV enabled for a VPPThe protocol observes the charger behaviorand indicates malfunctions with sensorsWireless charging compatibility and bidirectional charging ensuring 2-way connectivityDevice management
96、and transaction monitoringNote:ISOThe International Organization for Standardization;OCPPOpen Charge Point Protocol;XMLExtensible Markup LanguageThe adoption of ISO 15118s standards will ensure that communication occurs with encryption,decryption,and two-way authentication.Source:Frost&SullivanLicen
97、sed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited30320 kW 250 kW 160 kW 100 kW 50 kW 22 kW 11 kWHigh-power DC ChargerHigh-power DC ChargerHigh-power DC Charger9 MinutesPowerBest AC Home ChargerCity AC ChargerBasic DC ChargerHigh-power DC Charger20 minutes30 minutes60 minutes120 m
98、inutes240 minutes15 minutesHigh-power Charging 100+Low-power Charging AC and 50 kWHigh Power/Ultrafast Charging Technical RequirementsCompatible connectors for high currents and damage-proofcapabilities for continuous usageHeat dissipation capabilitiesThermal control with durable andliquid-cooled ca
99、blesSophisticated power electronics forhigh-power 350 kW chargingsystemsThe next change will be to the MW Charging SystemThe EV Market:Ultrafast Charging,Global,2022Note:ACAlternating Current;DCDirect CurrentTechnical advancements toward batteries power acceptance of high-power energy and heat dissi
100、pation capabilities are necessary for compatibility with ultrafast chargingSource:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution ProhibitedVehicle Manufacturer Electrification PlansElectric Vehicle Market:EV Sales Forecast,Global,20222040 majority of luxury brands aspi
101、re to sell only EV(by 2030 in leading markets),and volume OEMs target 100%EV offer by 2050 latest.Source:Frost&Sullivan3402050BMWFORDGMHONDAHYUNDAI-KIAMERCEDES BENZRNMTOYOTAVOLKSWAGENVOLVO20%20%20%25%50%15%50%50%50%40%40%30%100%40%100%by 2035100%100%100%100%100%Licensed to User ID:5960Fro
102、st&SullivanUnauthorized Distribution Prohibited32-JanMayMarAugDecJunMergers and AcquisitionsThe EV Market:Notable Mergers and Acquisitions,Global,2022On 28 January 2022,the TVS Motor Company announced the acquisition of a 75%stake in the Swiss E-Mobility Group.On 27 January 2022,ABB announced the ac
103、quisition of a controlling stake in InCharge Energy.An article on 20 January 2022 announced that Charge Enterprises closed the acquisition of the EV Group on a cash and common stock deal.On 31 May 2022,Allegro Microsystems announced the acquisition of Heyday Integrated Circuits.On 19 May 2022,Endura
104、nce Technologies Limited acquired Maxwell Energy Systems.On 3 August 2022,BorgWarner Inc.announced that it has acquired Rhombus Energy Solutions.Lucid Motors raised$915 million on 19 December 2022,mostly with funding fromSaudi Arabias Public Investment Fund.On 21 June 2022,EV Connect announced an ac
105、quisition Schneider Electric.Blink Charging announced the acquisition of SemaConnect on 21 June 2022On 4 March 2022,Beam Global announced that it closed the all-stock transaction to acquire AllCell Technologies.Most mergers and acquisitions were in the EV charging space mainly due to large companies
106、 expanding geographically and technologically.Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited33Charging Data UtilizationIdentification of the place to establish new charging infrastructure,which requires an understanding of the market dynamics to calcu
107、late forthcoming charging-related trends(predictive analytics is critical in making these predictions)Strategic locationUnderstanding charging points utilization rate in terms of number of sessions,time of use patterns,charging durationCharging patternsUnderstanding population density,commute freque
108、ncy and distance,driving patterns,travel frequency,and EV adoption penetrationDemographic trendsAnalytics based on the type of location,which includes shopping complexes,highway road networks,and different charging locations.Location-based behaviorUnderstanding the requirement of peak energy and ana
109、lyzing the charging infrastructure and its need before new infrastructure is set up.Energy requirementsThe EV Market:EV Charging Analytics and Utilization,Global,2022Utilizing charging data will be a new revenue arm for data analytics companies since future strategic decisions will completely rely o
110、n past charging data.Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited34Current plant expansions and projects,including one in Germany,will reach 100 gigawatt-hours(GWh)Increased capacity with its joint venture(JV)with General Motors(GM)in the United Sta
111、tes and the scaling up of its plant in ChinaThe development of two plants in China and the expansion of existing plants in Qinghai and Chongqing(both in China)Projects in Georgia to increase its capacityPlans to expand capacity at its Asian plantsPlans to expand its plants in Hungary,South Korea wit
112、h several projects that are pending to determine their final capacityPlans to grow its production capacities to 500 GWhSemi-integration of Guoxuan Hi-Tech with its own lithium iron phosphate(LFP)cathode production capacity and its activity in making LFP cellsGiga Berlin project(with a maximum capaci
113、ty of 250 GWh)and the development of its Fremont plant,which make the company an important future playerPlans for 11 battery production bases in China,Japan,the United States,Britain,France,and Spain130.071.962.940.827.723.619.67.33.93.0680.0378.0207.0259.0182.0126.0260.093.0246.0240.00.0100.0200.03
114、00.0400.0500.0600.0700.0800.0900.0CATLLG EnergySolutionBYDPanasonicSKInnovationSamsungSDICALBHefeiGuoxuanSVOLTAESCPlannedCurrent810.0449.9269.9290.8209.7149.6279.6100.3249.9243.0Production in GWHsupplied capacity capacity until 2030Gigafactory DevelopmentsThe EV Market:Gigafactory Developments,Globa
115、l,2022The establishment of 20 to 30 gigafactories is occurring globally,keeping in mind the future global demand for batteries.Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited35Connectivity and Telematics Outlook,2023Licensed to User ID:5960Frost&Sulliv
116、anUnauthorized Distribution Prohibited36Key Highlights of the Connected Vehicle Market in 2022Source:Frost&SullivanConnected Vehicle Market:Key Highlights,Global,2022Players Across the Value Chain Announced their Initiatives in Digital CockpitsStellantis collaborated with Qualcomm to integrate Qualc
117、omms Snapdragon Digital Chassis solutions in its future models starting in 2024.Suppliers,such as Visteon,have been optimizing their existing digital cockpit systems;however,HARMAN took a different route,highlighting future cockpits to be workspaces in its digital cockpit concept.Digital Cockpits1OE
118、Ms Used Connectivity to Improve Safety of Disabled VehiclesIn 2022,Tesla signed a global agreement with Emergency Safety Solutions to deploy its Hazard Enhanced Location Protocol,which warns drivers of potential stranded/disabled vehicles in their line of travel,thereby preventing crashes into disab
119、led and vulnerable vehicles and their occupants.3Connected SafetySuppliers and OEMs Explored the Life-on-Board PhilosophyBMW partnered with N-Dream to bring its AirConsole game platform to future BMW vehicles,allowing BMW users to access thousands of games on the vehicles dashboard screens.Meanwhile
120、,NVIDIA is collaborating with several OEMs,including Hyundai,BYD,and Polestar,to enable in-vehicle cloud gaming.4Life-on-BoardInsurance Providers Accelerated Partnerships with OEMs to Access Driver Behavior Data for UBIMost OEMs in Europe and North America collaborate with insurance providers for UB
121、I.For example,GM subsidiary OnStar Insurance has partnered with American Family Insurance to provide insurance for all its vehicles and intends to generate$6 billion in insurance revenue by 2030.2Usage-based Insurance(UBI)Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited37No
122、table Regulations and Mandates:A SnapshotSource:Frost&SullivanEurope Europe has one of the most stringent privacy and security laws under the General DataProtection Regulation,imposing restrictions on organizations,including automakers,targeting or collecting individuals personal data as of 25 May 2
123、018.The United Nations Economic Commission for Europe(UNECE)introduced 2 newcybersecurity and software update regulations for automakers in 2021,along withregulations on processing personal data in connected vehicles and mobility applications.Europes Security by Design approach,which is under develo
124、pment,mandates theadoption of an effective cybersecurity framework throughout the vehiclesdevelopment life cycle and software update processes.North AmericaThe California Consumer Privacy Act clearly defines user vehicle data aspersonal data and imposes a legal requirement on automakers in thisdatas
125、 use and control.The Federal Trade Commission and the National Highway Traffic SafetyAdministration are responsible for vehicle privacy issues,including newtechnologies,such as connected and automated safety systems.China The Cyberspace Administration of Chinaintroduced the Regulation on Security Ma
126、nagement of Automotive Data,effective 1 October 2021.The Shenzhen government was the 1st topropose a draft regulation for customeruse of intelligent connected vehicles(ICVs)in 2021.India The Indian government is working on enhancing existing cybersecurity anddata protection regulations and adopting
127、new measures.Regulations,such asThe Information Technology Act of 2000,and bills,such as the Personal DataProtection Bill,bring Indias regulations almost on par with other countries.Indian Standards 17428 of 2021,by the Bureau of Indian Standards,laysdown the necessary actions for an organization to
128、 implement and maintain adata privacy management system.LATAM Though nascent,LATAMcountries are beginning toimplement and enforcecomprehensive cybersecurity anddata privacy regulations.LATAM countries are debatingthe implementation of theInternational Organization forStandardization(ISO)on datapriva
129、cy and cybersecurity.Utilizing a unified approachacross the region would be thebest step forward becauseLATAM countries are ISOmember bodies.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited38Pricing and Service ModelsSource:Frost&SullivanConnected service costs are poised t
130、o steadily increase as more customers are migrating up the service ladder and opting for premium services with advanced solutions.Connected Vehicles Telematics Market:Pricing Models,Global,2023 and 2030*:Price mentioned is range offered by all OEMs for 2022.N/A:Refers to service not available/offere
131、d.Note:Vehicles with both smartphone connectivity and embedded or tethered connectivity are considered embedded or tethered connectivity,respectively.RoW includes all regions and countries not mentioned.Embedded Services/year*Tethered Services/year*375.0 201.0 311.0 131.0 75.0 131.0 246.0 241.0 329.
132、0 181.0 181.0 111.0 35.0 107.0 160.0 87.0 0.050.0100.0150.0200.0250.0300.0350.0400.0North AmericaBrazilEuropeChinaIndiaS.KoreaJapanRoWAverage Connected Vehicle Service Cost($)20302023$75$130N/A$85$125N/AN/AN/A$45$90$160$600$135$195$40$330$85-$130$165$255$25$45$175$280$50$125$50$85Licensed to User ID
133、:5960Frost&SullivanUnauthorized Distribution ProhibitedTop Predictions for the Connected Vehicle Market in 2023Source:Frost&SullivanConnected Vehicle Market:Top Predictions,Global,2023In 2023,automakers will deliver an enhanced list of connected vehicle features addressing customer lifestyle-centric
134、 and EV-specific connected services,thereby creating new revenue streams and opportunities that will help shape the future of mobility.Focus on Connected Vehicle Services1In 2023,automakers will define the SDV ecosystem as per their requirements,thereby shaping the evolving environment.More automake
135、rs,including Ford and Toyota,will announce their development plans for SDVs in 2023.3Definition of the SDV EcosystemWith a combination of privacy measures,OEMs can confidently utilize data internally and externally,even as privacy laws tighten.Some measures will be easier to implement than others;fo
136、r example,creating a customer explanation video compared to a quarterly transparency report.4Data Privacy to Drive New Revenue StreamsOEM rollout plans for L3 autonomous features have created the need for the integration of HD maps into the automotive ecosystem.Google launched its HD maps offering f
137、or initial integration in Volvo and Polestar in 2023.More OEMs will launch HD maps in 2023.2The Emergence of High-definition(HD)MapsLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited3940Global Autonomous Outlook,2023Licensed to User ID:5960Frost&SullivanUnauthorized Distribut
138、ion Prohibited41Autonomous Vehicle(AV)Regulations Overview:GlobalSource:Frost&SullivanADAS and AD Regulations:Overview,Global,2023EuropeWith the amendment of R157,the UNECEhas extended automated driving from theexisting limit of 60 km/h to 130 km/h incertain traffic environments.Several countries,in
139、cluding Germany,France,Sweden,Norway,and the UnitedKingdom,will adopt UNECE R157 in 2023.United StatesTwenty OEMs have pledged tovoluntarily equip their new passengervehicles with a low-speed AEB systemNevada has authorized Mercedes-BenzsDrive Pilot(L3)AD system for use onpublic freeways.Volvo and M
140、ercedes have applied forapproval to deploy L3 AD in California.As of March 2020,some 32 states(including Hawaii)had enactedlegislation on AV testing or deploymenton public roads.ChinaL4 vehicle testing at thestate/provincial level has seenlicensing and regulation in9 provinces.The Shenzhen governmen
141、t is the1st to propose a draft regulationfor customer use of ICVs in 2021.GermanyMercedes has obtained approvalfrom the German government todeploy its Drive Pilot system on theroad.Germany adopted legislation thatallows L4 driverless vehicles on publicroads without requiring a humanbackup behind the
142、 wheel in 2022.JapanThe National Police Agency of Japan proposed incorporating L4AD into traffic laws in April 2023.Japan allowed customer deployment of L3 vehicles,withthe 1st production L3 vehiclehitting the road in March 2021.United KingdomThe United Kingdom plansto adopt the UNECE R157ALKS regul
143、ation in 2023.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited42ADAS and Autonomous Vehicle Market OverviewNote:All figures are rounded.The base year is 2022.Source:Frost&SullivanADAS/AD Market:Vehicle Sales Trends,Global&Key Regions,2023 and 20300510L0L1L2L2+L3L4Millions20
144、3020230070809020232030ADAS/AD Vehicle Sales(Millions)L0L1L2L2+L3L40510L0L1L2L2+L3L4Millions2030202301020L0L1L2L2+L3L4Millions20302023APACEurope&UKNALicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited43Top Trends Driving the Global ADAS and AD Market ADAS and AD Mark
145、et:Top Market Trends,Global,20232030ImpactMid-term(37 years)TimelineLowShort-term(12 years)AD MapsParking automation solution Collaborative approach to accelerate AD Augmented growth of DMSAD as a FoDWider launch of eyesoff drivingSoftware defined vehiclesRapid commercial deployment of L4 RobotaxiWi
146、der deployment of hands-off drivingWith technology readiness and regulatory support,the automotive industry is ready toevolve from driver assist systems to advanced ADAS and the launch of AD functions.Eyes-off driving functions will propel the growth of technologies such as LiDAR,DMS,ADmaps,ADAS con
147、trollers,and business models,including FoD and OTA.OEMs continue collaborating with companies across the automotive value chain to speedup developing and deploying hands-off and eyes-off technologies.Tier suppliers have innovative parking solutions for a varied segment of vehicles.Connectivity and A
148、D are driving a complete re-think of the interior cabin space,focusing onhealth,wellness,well-being,and convenience features to engage the passengers digitallyduring the commute.HighExpanding ODD for hands-off and eyes-off drivingMost short-mid term trends,in the AD industry is focused on enabling a
149、nd extending hands-off and Eyes-off driving features across developed regions Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited44Trend 1Wider Launch of Eyes-off Driving L3 AD Countries including Germany,China,Japan,and somestates in the United States hav
150、e legalized L3 AD onhighways.OEMs,including Mercedes-Benz,BMW,Volvo,Hyundai,and Kia,plan to offer L3 AD in their flagship vehicles.Why?The United Kingdom,France,Sweden,other EUcountries,Canada,and more states in the United Stateswill adopt ALKS and legalize L3 AD on highways.Initial deployment via f
151、lagship models from premiumOEMs will set regional trends,promote competition,and set the stage for broader deployment for L3 AD.Implications for 2023L3 Launch TimelinesVehicle ModelRegionLaunch Possibility in 2023Mercedes-BenzS-Class&EQSUnited StatesMercedes-BenzEQS SUVGermany and the United StatesM
152、ercedes-BenzEQEGermanyVolvo EX 90United StatesBMW 7 Series&i7GermanyPolestar 3United StatesKia EV9South KoreaGenesis G90South Korea and the United StatesLowHigh15234LowHigh15234LowHigh15234LowHighLowHighLowHighLowHighLowHigh52341523415234Image Source:Frost&SullivanSource:Frost&SullivanLic
153、ensed to User ID:5960Frost&SullivanUnauthorized Distribution ProhibitedPartner EcosystemHD MapsHereLiDARValeo&LuminarSoftwareBosch&In-houseDMSSeeing MachinesODD StrategyAvailable ODD for Drive Pilot13,191 kilometres of German motorwayDrive Pilot ODD expanding to Shenzhen,ChinaNevada and California,t
154、he United States Select motorways in the United Kingdom and FranceModel Launch Timelines with Drive PilotEQS SUV2023EQE2023EQE SUV2024EQG2024ADAS/AD Market:Mercedes-Benz ODD Strategy,Launch Timelines,Partner Ecosystem,2023Case StudyGrowing Deployment of Mercedes-Benz Drive PilotSource:Frost&Sullivan
155、Image Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited4546Trend 2Automated Parking SolutionsAutomated ParkingMonitored ParkingParking functions assist the driver in finding a parking spot and performing the maneuver,including steering,acceleration,and b
156、raking with and without the driver.Examples include Fords Enhanced Active Park Assist,and Teslas Autopark.Parking functions perform parking or summoning maneuvers in controlled environments,such as parking lots,garages,and home parking spaces.An example is the Tesla Summon.The driver exits and contr
157、ols the vehicle using a remote or a smartphone application.Parking functions allow the driver to activate the feature and enable the vehicle to park autonomously in controlled environments without driver monitoring or control.Examples include the Tesla Smart Summon and the Mercedes-Benz driverless p
158、arking system.Assisted ParkingAVP is a complex system that requires specific hardware and software,adding cost to the vehicle and limiting its application to premium vehicles.AVP needs digital and physical infrastructural support that limits its application to a few parking lots globally.Why?Global
159、Tier 1 companies such as Bosch,Continental,Valeo,APTIV,Denso,and Hyundai Mobis are developing or offering different parking solutions to bridge the gap between assisted parking and AVP.Both premium and mass market OEMs wish to enhance the product by extending comfort and convenience features,such as
160、 ASAD and AD parking.Companies can offer these functionalities as FoD and thus monetize them.Implications for 2023Source:Frost&SullivanImage Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited47AVPTrained ParkingContinental offers AVP with 2 approaches:For
161、 the intelligent vehicle approach,thedriver exits and delegates parking to thevehicle.The AVP function drives through theparking lot and parks the vehicleautonomously.When the driver summonsit,the vehicle drives back.The intelligent infrastructure approach usesguidance from the infrastructure system
162、 toproceed through a parking lot to find aparking space.The infrastructure helps thevehicle park safely and autonomously.When initially driven manually,the systemgenerates a precise map of the surroundingsfrom the sensor data and stores it as a map.The vehicle can use the precise position andautonom
163、ously drive the learned route.The driver can exit the vehicle beforeactivating the function and allow the vehicleto park without driver assistance.Approaching the garage,the parkingsystem detects the pathway and garage.The driver can exit the vehicle anddelegate the parking maneuver withinprivate pr
164、operty garage parking.The vehicle,in safe mode,maneuversitself to the final parking position.Garage Parking When activated,the functionenables the vehicle to scan parkingareas for a suitable space andsuggests the driver choose thepreferred space.Once the driver chooses thepreferred space,the vehicle
165、completes the parking maneuver,including steering,controlledacceleration,and braking,while thedriver monitors the process.Parking companionContinentals Parking Solutions Image Source:Frost&SullivanCase StudyContinentals Autonomous Parking SolutionsSource:Frost&SullivanLicensed to User ID:5960Frost&S
166、ullivanUnauthorized Distribution Prohibited48Trend 3Collaborative Approach to Accelerate AD OEMs will continue to invest in software and operating systems through owned subsidiaries.Companies will assume responsibility for acquiring processes and collaborate to speed up developing and deploying hand
167、s-off ADAS and eyes-off AD technologies.Why?OEMs will empower their software subsidiaries to drive strategic collaborations and acquisitions to reduce marketing time through technology,knowledge,and human capital.System integrators will continue to focus on acquisitions for technology intellectual p
168、roperty and vertical integration.The collaboration will be for diversification and exclusivity.Tier II companies will consider merging with or becoming part of the Tier I suppliers or the OEMs for financial viability and enhanced market reach.Implications for 2023OEMSemiconductorLiDARMapsTier I supp
169、lierSoftware SubsidiaryAI softwareSensor FusionSystem IntegratorOEMSemiconductorLiDARAI/ML SoftwareSystem developersCollaborationAcquisitionImage Source:Frost&SullivanSource:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited49Hexad GmbHDevelopment of new compete
170、ncies in cloud servicesHorizon roboticsDevelopment of regional competence for AD in ChinaMicrosoftDevelopment of cloud-based AD platform on AzureTomTomDevelopment of the latest hybrid online/offline navigation technology and traffic servicesIntenta GmbHAcceleration of the development of ADAS and ADQ
171、ualcommDevelopment of a unified,scalable software platform based on Snapdragon RidePlatforms SoCVoyaDevelopment of a digital platform to book and pay for business travelBosch Development of L2 ADAS and L3 and L4 AD functionSTMicroelectronicsJoint development of an automotive SoCCollaborationAcquisit
172、ionCARIADVW GroupCase StudyCollaborative Approach to Accelerate AD Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited50Trend 4Augmented DMS GrowthThe GSR in Europe will drive DMS penetration to all new vehicles.Hands-off and eyes-off driving technologies
173、globally will accelerate the penetration of DMS across the vehicle segments and OEMS.Why?DMS penetration will grow with the accelerated deployment of hands-off systems in North America and China.OEMs will provide DMS as a part of their offering.The launch of eyes-off driving globally will propel DMS
174、 penetration in premium and flagship vehicles.DMS developers will collaborate at different levels of the automotive value chain to capitalize on growth opportunities.Implications for 2023CompanyTier I PartnershipsMajor OEM ClientsSeeing MachinesBosch,Autoliv,Veoneer,Mobileye,Magna10 OEMs,including G
175、M,Mercedes,BMW,and Ford Smart Eye(merged with Affectiva)APTIV,Visteon,NVIDIA,Veoneer,Faurecia,Wind River19 OEMs,including Geely,BMW,Volvo,Polestar,Renault,Nissan,Kia,and MitsubishiCipia(previously Eyesight)Groupo Antolin,Hefei Zhixin Automotive TechnologySEAT and 5 other OEMsJungoInfeneon,RenesasHon
176、da,Mazda,HyundaiImage Source:Frost&SullivanSource:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited51Smart Eye offers an AI-based DMS capable of real-time perception of emotions,reactions,and facial expressions to improve road safety and driver convenience feat
177、ures.The AI-based solution has applications in aviation and aerospace,assistive technology,media and marketing,and psychology.Driver IdentificationDistraction,Drowsiness,&Lack of AttentionDangerous BehaviourObject DetectionDetects driver activitiesTracks the drivers body posture,including moving and
178、 sittingAnalyzes facial expressions,such asmood,emotions,and behaviorAnalyzes driver health using eye,head,and face movements and body postureSmart Eye has received 217 design wins from 19 OEMs,including BMW,Geely,and Polestar.Identifies the driver to enhance securityand adjusts vehicle featuresIden
179、tifies the slightest distraction andsigns of fatigueDetects distraction,including using a mobile phone,smoking,eating,ordrinkingIdentifies the presence of,and the drivers interaction with,an objectActivity DetectionBody PostureFacial Expression AnalysisHealth StatusSmart Eyes DMSSource:Frost&Sulliva
180、nLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited52As various functions based on eyes-off driving(L3)and automated parking move into the advanced development and deployment stage globally,2023 will see an increased demand for AD maps with broader coverage.Why?OEMs,such as M
181、ercedes-Benz,Volvo,Hyundai,andBMW,will deploy AD maps in their vehicles with eyes-offsystems.Other OEMs planning the launch of eyes-off drivingfunctions during the next few years are finalizing majorAD map suppliers.Implications for 2023Standard Definition MapsProvide fundamental information about t
182、he roadHigh Definition MapsGive high-quality road information,including gradient,lanes,curvature,and speed limitsHighly AD MapsFuse data from perception sensors with real-timemap dataEnable locating and identifying traffic signs,lights,poles,and roadway surroundingsProvide centimeter-level localizat
183、ionEnable lane centering,merging,and changes foron/off ramp drivingTrend 5Growing Need for Automated Driving MapsSource:Frost&SullivanImage Source:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited53Complementing Perception SensorsTomTom HD maps provide context
184、to the onboard sensor data,enabling the vehicle by providing information about the path it travels,the corresponding speed limit,and validating traffic signs and speed limit information.Highly Accurate Vehicle LocalizationTomToms RoadDNA data aligns with the data from automated vehicle sensors in re
185、al time to achieve an exact lateral and longitudinal position.Tomtom AutostreamTo ensure their HD maps are up to date and have the latest road information,TomTom uses its onboard AutoStream.This system communicates efficiently and regularly provides the most recent and relevant HD map data to ADAS e
186、ngine control units.Path PlanningTomTom HD maps enable an AD system to plan a route and execute complex maneuvres,such as lane changing and taking exits in a safe and timely manner.TomTom HD Maps For ADSource:Frost&SullivanLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited54G
187、lobal Shared Mobility Outlook,2023Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited55Key Highlights of the Global Shared Mobility Market in 2022Source:Frost&SullivanShared Mobility Market:Key Highlights,Global,2022The utilization of shared mobility,such as carsharing and rid
188、e-hailing,has returned topre-pandemic levels.As Frost&Sullivan predicted,the total GMV of the shared mobility industry exceeded$950 billionmark by the end of 2022.Market Recovery 1 A wave of mergers and acquisitions swept through 2022,especially in Europe as operators weretrying to consolidate custo
189、mers and expand into new geographies.The demand-responsive transport(DRT)and micromobility sharing markets saw a number ofconsolidations.3Mergers and AcquisitionsConnectivity technologies continued to see increased penetration as shared mobility operatorslooked for more seamless ways to manage vehic
190、le data,streamline workflows,and ensurepassenger comfort and safety.Fleet optimization,workflow management,and simulation software are technologies that willsee increased uptake.4Portfolio EnhancementsThe acceleration of EV penetration in carsharing and ride-hailing fleets continued in 2022,withgove
191、rnments pushing to increase sustainable modes.Shared mobility operators are investing in electrification to reach their zero-emission targets.2Fleet Electrification Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited56Electric and Alternative Fuels are Essential to Sustainabil
192、itySource:Frost&SullivanUnited States:Uber and Lyft will have to only operate EVs by 2030,as per a mandate by the New York City government.United Kingdom:From January 1,2023,all licensed PHEVs in London must be zero-emission capable.Singapore:All newly registered taxis from 2030 must be cleaner ener
193、gy models.Germany:Hamburg plans to offer 10,000($10,788)to taxi companies to shift to EVs as part of the Future Taxi project.Greece:The government plans to subsidize 40%of the net list price of each electric taxi,up to a limit of 17,500($18,880)Netherlands:All newly registered taxis must be emission
194、-free by 2025.Madrid:Cabify received 40 million($43.1 million)in European International Bank-backing to operate a zero-emission fleet in Spain by 2025.South Korea:The number of newly registered electric taxis between 2019 and 2022 increased almost 18 times.Canada:Uber is partnering with Hertz in Can
195、ada to allow drivers to rent Teslas on a weekly basis.Australia:Uber plans to become a zero-emissions service provider by 2040.Dubai:The Road and Transport Authority plans to make all taxis in the Emirate emission-free by 2027.Why?Better operational EfficiencyReduced maintenance costs in the long te
196、rmIn line with city sustainability goalsImplications for 2023Taxi fleets cover more mileage and ferry morepassengers,making them the best option forelectrification.Taxi electrification will have a high impact and certaintyin 2023.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohib
197、ited57Connectivity Technologies to Take Center StageSource:Frost&SullivanShared mobility operators are leveraging intelligent technologies as one of the ways to reduce their operational costs.ML and AI-based technologies will see an uptake.Why?With shared mobility(e.g.,carsharing and ride-hailing)op
198、erators reaching a certain level of maturity in their services,the next area of focus will be profitability.Technology will become the central point of this shift,with start-ups and traditional technology companies entering the space.Implications for 2023Best Practices:Case StudiesZity Carshare,Spai
199、n Veridass integrated biometrics verification of identity documents and driving licenses into the app streamline the process.GetGo,SingaporeGetGo partnered with Jumio to implement a selfie-based onboarding solution.Customers can upload a selfie and an image of a government-issued identity document f
200、or verification.Miles Mobility,GermanyMiles Mobility partnered with Ubiq.ai for fleet optimization.Ubiqs StreetCrowd platform can manage supply and demand effectively to boost revenue by almost 20%in 8 weeks.Turbi,BrazilTurbi uses AI to perform a vehicle damage analysis based on customer photos.The
201、AI can differentiate between damaged and dirty vehicles.SOCAR,MalaysiaSOCAR is implementing Boschs in-vehicle sensing based on its 3S(sensors,software,and services)Internet of Things approach to detect smoke and damage to the vehicle.Technologies To Watch Out ForFleet OptimizationAutomated Workflows
202、Simulation SoftwareDigital Access and VerificationLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited58DRT Tech and Public Transport:A Promising DuoSource:Frost&SullivanUnited States:Spare and Lyft are partnering to launch microtransit and paratransit programs that combine age
203、ncy vehicles and the Lyft network.United Kingdom:Liftango is working with Transport for West Midlands to digitize the latters dial-a-ride service.Scotland:The Routing Company has partnered with South East of Scotland Transport to provide on-demand transportation.Germany:The City of Hamburg is expand
204、ing its IOKI and MOIA on-demand DRT solutions to more locations as part of the Hamburg-Takt initiative.RMV and IOKI launched an on-demand shuttle service,with booking through the RMV app.Switzerland:Siemens Padam Mobility and Swiss Bus operator Ostschweiz launched an on-demand service.Netherlands:Th
205、e Hague launched on-demand transit services in partnership with The Routing Company.France:Padam Mobility has deployed on-demand solutions in about 40 territories in le-de-France.Japan:Mirai Share offers on-demand transport solutions for Shizuoka City.Australia:Auckland Transport launched a DRT solu
206、tion in partnership with Liftango.Why?To modernize under-utilized routesTo plug gaps in rural areas and others wherepublic transport is not availableImplications for 2023The list on the map is only indicative.More than 100 business-to-government projects launched in 2022 globally,and their momentumw
207、ill continue in 2023.Approximately 40 DRT solutions launched in rural areas,which will playa vital role in plugging transport gaps in rural areas.United States:Rideco and the City of Milpitas received grant funding from the Santa Clara Valley Transportation Authority to implement a twelve-month micr
208、o-transit solution.New Zealand:Metlink and Via partnered for a twelve-month trial in New Zealand.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited59Market Consolidation to Achieve Economies of ScaleSource:Frost&SullivanAny highly fragmented shared mobility segment will go th
209、rough a consolidation phase.Consolidation can occur to consolidate customers or expand into new geographies and markets.Why?Other fragmented shared mobility segments,such as micromobility,will undergo consolidation in the short-to-medium term.On the other end of the spectrum,companies will exit mark
210、ets to focus on profitable areas/geographies.Implications for 2023Case Studies in 2022Miles Mobility acquired WeShare(VW)With the acquisition,Miles Mobility becamethe largest player in Germany,with more than11,000 vehicles.About 70%of Miless mobility fleet areVW-branded vehicles,and it will add anot
211、her11,000 vehicles during the next 2 years.Free2Move acquired ShareNowShareNow moved to the top of the carsharingleaderboard in Europe.Mercedes and BMW sold ShareNow becausethey wanted to focus on more profitable segments.SWVL acquired 5 companies:Door2Door,Urbvan,Viapool,Shotl,and Voltlines With th
212、ese acquisitions,SWVL increased itspresence to more than 20 countries.But this was a failed strategy,as Shotl andDoor2Door filed for bankruptcy and SWVL isplanning to reverse its acquisition of Voltlines.Tier Mobility acquired Spin,NextBike,and Vento MobilityWith these acquisitions,Tier has a presen
213、ce inmore than 33 countries.Reduced to 50 operators presently300 operators in 2014Chinese Carsharing MarketReduced to40 operators presently80 operators in 2015Peer-to-peer Carsharing MarketLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited60Autonomous Shuttles and Collaborati
214、ons are the Winning StrategiesSource:Frost&SullivanEcosystem In 2015Ecosystem In 2022Autonomous Driving(AD)Software DevelopersHardware Components VendorsContract ManufacturersOperatorsAutonomous Service ProvidersIntegrated ManufacturersEasy MileBoschEasy MileEasy MileEasy MileEasy MileSensible4Apoll
215、oValeoVelodyne LidarBentelerLigier GroupEasy MileBeepMay MobilityTransdevHoloA single company will not be able to own thecapability to perform the various functions acrossthe value chain;it would be extremely cashintensive.Collaborations will aid faster expansion,as local companies are better at nav
216、igating theregulations and approvals necessary for differentmarkets.Why?The autonomous shuttle market will grow rapidly and attract manynew companies in various verticals.As a result,autonomouscompanies have more options for third-party solutions.As the autonomous shuttle industry moves out of the t
217、esting phase,the lessons from pilot projects will assist in building next-generationshuttles,which will be more cost-efficient while capable of full L4autonomy.Implications for 2023Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited61Key Predictions for the Global Shared Mobil
218、ity Market in 2023Source:Frost&SullivanShared Mobility Market:Key Predictions,Global,2023 The shared mobility market will grow mainly through changing mindsets,reduced private car usageby millennials,proactive pushes from governments to increase sustainable transport,and interestfrom stakeholders in
219、 adjacent ecosystems,such as tech giants.The overall revenue opportunity from the shared mobility market is expected to cross 1T in 2023,majority of which will be accounted for by the Ride hailing segment.Revenue Opportunity 1 With pressure mounting on shared mobility operators to become profitable,
220、Frost&Sullivanexpects them to withdraw from less successful cities and service lines to focus on sounder markets.Recessionary fears will hit the shared mobility market,and several companies already reduced theirworkforces in Q4 2022 and Q1 2023.3Focus on Profitability Cities are being more proactive
221、 in promoting shared mobility usage.With the pandemic revertingto the endemic stage,cities are trying to cement the mobility behavioral changes evident during thepandemic.Concepts such as 20/25-minute or car-free cities will receive more intent exploration.4Proactive Efforts from Cities Shared mobil
222、ity companies raised funding in excess of$7 billion in 2021,which dropped to about$3.5 billion in 2022.Even the usually bigger segments,such as ride-hailing and autonomous sharedmobility,failed to bring in big-ticket investments.This slowdown in investments is expected to continue in 2023.2Funding C
223、runchLicensed to User ID:5960Frost&SullivanUnauthorized Distribution ProhibitedD891-TV5 5Innovations in AutomotiveLicensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited62About the CompanyLog9 Materials is an India-based start-up focusing on advanced nanomaterials and their potent
224、ial applications.The company emphasizes the use of graphene and its properties in creating several innovative products and is Indias most prolific graphene material producer.Log9 Materials is involved in several projects,including oil sorbent pads for effective oil spill management,aluminum fuel cel
225、ls,and CoronaOven,an ultraviolet disinfectant product it developed during the COVID-19 pandemic.What Problem Does the Technology Solve?Log9 Materials is innovating beyond the well-known and widely-used hydrogen fuel cell.It leads the development of fuel cells that leverage aluminum and graphene to t
226、ackle issues such as limited battery range,short battery life,and degradation.Technology SnapshotThe companys work in developing an aluminum fuel cell has gained particular interest as a potential energy solution.It claims that this new type of battery can generate electricity using water and alumin
227、um,which,if successful,could lead to an environmentally friendly,cost-effective,and efficient energy source.AttributesAluminum-powered Energy SolutionsNovel Fuel Cell TechnologyLog9 Materials,IndiaTechnologyAluminum Fuel CellType of OwnershipPrivateYear of Founding2015HeadquartersBengaluru,IndiaMark
228、etsNorth America,Europe,and AsiaInvestment StageSeries BTotal Funding$89.2 M(As of June 2023)Total Revenue$5 M Number of Employees1150Company SnapshotRecyclable Fuel:At the end of their life span,recycling transforms aluminum plates from fuel cells into an oxidized powder for melting and reforming i
229、nto new aluminum plates,allowing for effective reclaiming.Low Manufacturing Cost:Raw material(aluminum,water,and carbon in the form of graphene)procurement for aluminum fuel cells is considerably more straightforward than lithium-ion batteries,which require lithium and cobalt.Source:Frost&SullivanLo
230、w Flammability:Hydrogens high combustibility requires pressurized tanks for storage,and hydrogen fuel cells consume costly rare-earth metals,such as platinum,for catalysis.Conversely,aluminum cells employ solid aluminum plates,which lower initial costs.Licensed to User ID:5960Frost&SullivanUnauthori
231、zed Distribution Prohibited6364About the CompanyAeroMobil developed a flying car for the emerging personal mobility market for airborne vehicles,spending more than 350,000 hours on design,engineering,and testing.What Problem Does the Technology Solve?Road travel in various global can be time-consumi
232、ng and lead to a significant opportunity cost.Thecompanys flying car solution for point-to-point connectivity can minimize congestion and lost time inroad traffic.Technology SnapshotThe company developed 2-and 4-seater flying cars,the AM 4.0,that have a propulsion system with aturbocharged internal
233、combustion(IC)engine.Its patented propeller design emerges when the vehiclebecomes airborne and folds into the vehicles fuselage when not in use.Technology AttributesTechnologyFlying carType of OwnershipPrivateYear of Founding2010HeadquartersBratislava,SlovakiaMarketsEuropeInvestment StageGrantTotal
234、 Funding$31.7 MAnnual Revenue$12.8 MNumber of Employees1150Company SnapshotLong Driving and Flying RangeThe vehicle has a driving range of approximately 1,000 km and a long flying range of about 740 km.Source:Frost&SullivanTurbocharged Propulsion-based Flying Car for Short-to Medium-distance TravelA
235、eroMobil,SlovakiaHigh Cruising SpeedAM 4.0 can cruise at high speeds of up to 260 km/hr.Safety FeaturesAM 4.0 contains a ballistic parachute recovery system that protects the entire vehicle in case of accidents.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited65Self-healing
236、Lens To Prevent Autonomous Car AccidentsKorea Research Institute of Chemical Technology(KRICT),Republic of KoreaProduct/TechnologySelf-healing lens materialYear Founded1976LocationDaejeon and Ulsan,Republic of KoreaOrganization SnapshotRegional ImpactAs the national chemical research institute for t
237、he Republic of Korea,KRICTs research will primarily benefit that country.What Problem Does the Technology Solve?Autonomous vehicles rely on LiDAR and image sensors to recognize objects,vehicles,andpedestrians to proceed safely.Over time,the lenses on these sensors become scratched,reducingtheir sens
238、ing abilities and making the autonomous vehicle less safe.Technology SnapshotA team of researchers at KRICT,based in Daejeon and Ulsan,and a colleague at Kyungpook National University,all located in the Republic of Korea,have developed a self-healing material for sensor lenses.When used in autonomou
239、s vehicles,the material promises to repair scratches to mitigate accidents.Technology AttributesRepeatabilityThe novel lens material can heal itself even after being scratched and healed more than 5 times in the same location.Non-interferenceBy selectively absorbing light in the 8501050 nanometer wa
240、velength,the material will not interfere with the visible light that image sensors use or the near-infrared region that LiDAR sensors use in autonomous cars.Fast ActingThe novel material can repair a scratch in 60 seconds when a user focuses sunlight on the lens,such as with a magnifying glass.IP/Pa
241、tent ActivityNo known patent activity exists concerning the novellens material.Source:Korea Institute of Chemical Technology;Frost&SullivanApplicationsThe company designed thematerial for the image andLiDAR sensors in autonomouscars,and it could have futureapplications in spectacles andcamera lenses
242、.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited66About the CompanyEnvisics is a British technology company that specializes in developing AR technologies for the automotive industry.Dr.Jamieson Christmas,a former research scientist at the University of Cambridge,founded t
243、he company in 2010,and its headquarters are in Milton Keynes,in the United Kingdom.Envisics technology uses AR to create holographic displays that project onto a cars windshield or other surfaces,providing drivers with real-time information and improving safety and navigation.The companys displays s
244、how information,such as speed,direction,and warnings,enhance navigation,and provide entertainment.What Problem Does the Technology Solve?Envisics is solving the problem of driver distraction and information overload in the automotive industry.With the increase in technology in cars,drivers receive i
245、nformation from dashboard displays,infotainment systems,and mobile devices,leading to distracted driving,decreased safety,and decreased driver satisfaction.Technology SnapshotEnvisicss advanced AR platform uses holographic displays to project information onto a cars windshield or another surface.The
246、 technology combines optics,software,and machine learning to create high-quality,high-resolution images that are visible in a range of lighting conditions and viewing angles.AttributesHolographic Augmented Reality(AR)System for Driver Information and Safety in VehiclesEnvisics,United KingdomTechnolo
247、gyAR displayType of OwnershipPrivateYear Founded2016HeadquartersEngland,United KingdomMarketsNorth America,Europe,and AsiaInvestment StageSeries CTotal Funding$100 M(as per April 2023)Total Revenue$11.8 M Number of Employees51100Company SnapshotImmersiveEnvisicss displays create an immersive and eng
248、aging experience for drivers and passengers,offering intuitive interaction with information while driving.This technology reduces distraction and improves safety by allowing drivers to keep their eyes on the road while accessing important information in real time.High Resolution Envisicss high-resol
249、ution displays provide clear and easy-to-read images,even in bright sunlight or low-light conditions.Source:Frost&SullivanIntuitiveEnvisicss displays are intuitive and easy to use,with a simple and non-distracting interface.Drivers can quickly and easily access needed information,improving satisfact
250、ion and reducing frustration.Licensed to User ID:5960Frost&SullivanUnauthorized Distribution Prohibited67About the CompanyAptera Motors is a startup developing safe solar-power electric vehicles to make transportation more energyefficient and sustainable.What Problem Does the Technology Solve?Rising
251、 fossil fuel costs and CO2 emissions drive efforts towards sustainable and energy-efficient transportation,like Apteras solar-powered electric vehicles(EVs).Technology SnapshotAptera Motors is one of the worlds first solar electric vehicles manufacturer.The startup designs energy-efficient vehicles
252、with solar recharging capabilities and lightweight bodies whose aerodynamic designs offervery low air resistance and whose three wheels lower rolling friction.Technology AttributesTechnologySolar electric vehiclesType of OwnershipPrivateYear Founded2019(relaunched)HeadquartersCalifornia,United State
253、sKey MarketsUnited StatesInvestment StageEquity crowd fundingTotal Funding$100.9 MAnnual RevenueN/ANo.of.EmployeesN/ACompany SnapshotCharging via NACSAfter Tesla Motors allowed other EV manufacturers touse its connector,the North America Charging Standard(NACS),Aptera uses it as a charging inlet for
254、 its EVs.Aerodynamic DesignAptera has improved its performance andefficiency from models going from alpha phaseto beta,gamma,and delta,meaning moreaerodynamicandcompositelightweightdesigns.Source:Aptera Motors;Frost&SullivanSolar Energy-powered Electric Vehicles for Efficient Mobility Aptera Motors,United StatesLicensed to User ID:5960Frost&SullivanUnauthorized Distribution ProhibitedQUESTIONS?PLEASE CONTACT张知为张知为Oliver Zhang沙利文中国 执行总监邮箱:手机:+86 联系方式联系方式