1. | EXECUTIVE SUMMARY |
1.1. | This Report |
1.2. | Autonomous Vehicles - Key Takeaways |
1.3. | Autonomous Vehicle Opportunity in 2034 |
1.4. | Autonomous Component and Services Revenue Forecast 2024-2034 |
1.5. | Electric Vehicle - Key Takeaways |
1.6. | Electric Vehicle Opportunity in 2034 |
1.7. | Electric Vehicle Component Revenue Forecast 2024-2034 |
1.8. | Connected and Software Defined Vehicles - Key Takeaways (1) |
1.9. | Connected and Software Defined Vehicles - Key Takeaways (1) |
1.10. | Connected and Software Defined Vehicle Opportunity in 2034 |
1.11. | Connected and Software Defined Vehicle Services Revenue Forecast 2024-2034 |
1.12. | In-Cabin Sensing - Key Takeaways |
1.13. | In-Cabin Sensing Opportunity in 2034 |
1.14. | In-Cabin Sensors Sales Revenue 2024-2034 |
1.15. | Total Opportunity in 2034 |
1.16. | Component Revenue Opportunity Forecast for Future Automotive Technologies 2024-2034 |
1.17. | Service Revenue Opportunity Forecast for Future Automotive Technologies 2024-2034 |
1.18. | Total Opportunity Forecast for Future Automotive Technologies 2024-2034 |
2. | AUTONOMOUS CARS |
2.1. | Introduction |
2.1.1. | Included in this Chapter |
2.1.2. | Three Key Takeaways for Autonomous Cars |
2.1.3. | SAE Levels of Automation in Cars |
2.1.4. | The Automotive Market is Now Recovering From COVID-19 |
2.2. | Private Vehicles |
2.2.1. | ADAS and AV key terminologies |
2.2.2. | Legislative Barriers for Private Autonomous Vehicles |
2.2.3. | The Autonomous Legal Race |
2.2.4. | Progression of Level 0, Level 1 and Level 2 |
2.2.5. | Emergence of level 3 and Level 4 Technologies |
2.2.6. | Leading Level 2 OEM - Tesla |
2.2.7. | Leading Level 2 OEMs - GM with Super Cruise and Ford with BlueCruise |
2.2.8. | Leading Chinese OEMs - XPeng and Arcfox, pushing for level 4 |
2.2.9. | Level 3 - Mercedes S-Class (2021), EQS (2022) |
2.2.10. | Private Vehicle Leaders |
2.2.11. | When Will There be Level 5? |
2.3. | Level 4 Robotaxis |
2.3.1. | MaaS Level 4 is Different From Privately Owned Level 4 |
2.3.2. | Robotaxis & Robot Shuttles |
2.3.3. | Furthest testers in 2022 |
2.3.4. | Benchmarking Performance with Miles per Disengagement |
2.3.5. | Robotaxis Now Approaching Human Levels of Safety |
2.3.6. | The Beginning of Commercial Robotaxi Services |
2.3.7. | Robotaxi Commercial Service market entry by region |
2.3.8. | State of development |
2.3.9. | Cruise Controversy in Q4 2023 |
2.3.10. | Cruise's Relaunch and IDTechEx's Take on the Situation |
2.4. | Sensors for ADAS and Autonomous Technologies |
2.4.1. | The Big Three Sensors |
2.4.2. | Sensor Requirements for Different Levels of Autonomy |
2.4.3. | Sensor Suite Costs |
2.4.4. | Front Radar Applications |
2.4.5. | The Role of Side Radars |
2.4.6. | Vehicle Camera Applications |
2.4.7. | LiDARs in Automotive Applications |
2.5. | Key Autonomous Car Forecasts |
2.5.1. | Global Vehicle Sales and Peak Car by SAE Level 2022-2044 |
2.5.2. | Sensors for Cars Revenue: 2022-2044 |
2.5.3. | Autonomous Cars Summary |
3. | ELECTRIC CARS |
3.1. | Introduction |
3.1.1. | Electric Vehicle Definitions |
3.1.2. | Three Key Takeaways for Electric Cars |
3.2. | Emissions Regulations & Targets |
3.2.1. | China Purchase Subsidies Extended |
3.2.2. | EU Emissions and Targets |
3.2.3. | US Emissions Standards |
3.2.4. | COP26 Transport Targets |
3.2.5. | COP27 Transport Targets |
3.2.6. | Powertrain Tailpipe Emissions Comparison |
3.2.7. | Grid Emissions (1) |
3.2.8. | Grid Emissions (2) |
3.3. | Electric Car Market Trends |
3.3.1. | Cars - Total Cost of Ownership |
3.3.2. | Electrified OEMs Have High Market Caps |
3.3.3. | OEM Sales Global Sales Shares 2015-2023 |
3.3.4. | Hybrid Car Sales Peak |
3.3.5. | Hybrid Car (HEV) Regional Sales 2015-2022 |
3.3.6. | Fuel Cell Car Models |
3.3.7. | Honda to Re-enter FCEV the Market |
3.3.8. | Growth and Stagnation of Fuel Cell Passenger Cars |
3.3.9. | Hydrogen: Emissions & Cost Issues |
3.3.10. | Fuel Cell Car Forecasts |
3.3.11. | Chip Shortages - 2020 to 2023 |
3.3.12. | Chip Shortages - Automaker Reactions |
3.3.13. | Chip Shortages - Electric Vehicles |
3.3.14. | Electric Pickups - The Big US Opportunity |
3.3.15. | Electric Pickup Release Dates |
3.3.16. | Electric Pickups Battery, Motor & Towing Benchmark |
3.3.17. | Electric Pickup Model Pricing |
3.3.18. | Tech Companies Entering the EV Market (1) |
3.3.19. | Tech Companies Entering the EV Market (2) |
3.3.20. | OEM ICE Phase Out and BEV Production Targets |
3.4. | Key Forecasts |
3.4.1. | Global Car Sales by Powertrain 2015-2044 |
3.4.2. | Electric Cars Summary |
4. | CONNECTED AND SOFTWARE DEFINED VEHICLES |
4.1. | Software Defined Vehicles |
4.1.1. | What is a software-defined vehicle? |
4.1.2. | Hardware requirements for an SDV |
4.1.3. | Software-Defined Vehicle Level Guide |
4.1.4. | SDV Level Chart : Major OEMs compared |
4.1.5. | SDV Level Guide Explained |
4.1.6. | SDV feature map |
4.1.7. | SDV Feature Forecast 2013-2034 (1) |
4.1.8. | SDV Feature Forecast 2013-2034 (2) |
4.1.9. | Over-the-Air updates and diagnostics |
4.1.10. | SDV Feature Revenue Forecast by SDV Level 2024- 2034 (Global Revenue) |
4.1.11. | Software-Defined Vehicle Forecast (Units) |
4.1.12. | SDV Conclusions and Key Takeaways (1) |
4.1.13. | SDV Conclusions and Key Takeaways (2) |
4.2. | Connected Vehicles |
4.2.1. | What is a Connected Vehicle? |
4.2.2. | Connected Vehicles Key Terminology |
4.2.3. | Radio Access Technologies Compared |
4.2.4. | The Connected Vehicle Supply Chain |
4.2.5. | Radio Access Technologies Compared |
4.2.6. | V2V/V2I Supply Chain |
4.2.7. | V2X Chipsets - Comparison (1) |
4.2.8. | V2X Modules - Comparison (2) |
4.2.9. | Example V2V/V2I use cases summarised |
4.2.10. | V2X Regional Regulatory Status |
4.2.11. | V2V/V2I Uptake Forecasting (expected) |
4.2.12. | V2V/V2I Radio Access Technology Forecast (expected) |
4.2.13. | Why 5G Matters for Autonomy |
4.3. | Key Forecasts |
4.3.1. | SDV Feature Forecast (Global Revenue) |
4.3.2. | Software-Defined Vehicle Forecast (Units) |
4.3.3. | V2V/V2I Uptake Forecasting (expected) |
4.3.4. | V2V/V2I Radio Access Technology Forecast (expected) |
4.3.5. | Connected and Software Defined Cars Summary |
5. | IN-CABIN MONITORING |
5.1. | Acronyms and Definitions |
5.2. | Introduction |
5.2.1. | Interior Monitoring System (IMS), Driver-MS and Occupant-MS |
5.2.2. | Why Driver Monitoring? |
5.2.3. | What is Driver Monitoring? |
5.2.4. | Current Technologies for Interior Monitoring System (IMS) |
5.2.5. | Technologies Categorization: Driver Monitoring System (DMS) |
5.3. | OEM IMS Technology Choices |
5.3.1. | Overview of In-Cabin Sensors by OEM (1) |
5.3.2. | Overview of In-Cabin Sensors by OEM (2) |
5.3.3. | Summary of Sensors for In-Cabin Monitoring |
5.4. | IMS Sensing Technologies Overview |
5.4.1. | Infrared (IR) Cameras in DMS |
5.4.2. | Trend - Integration into Mirrors or Displays with ADAS |
5.4.3. | Potential Integration Areas |
5.4.4. | IR Cameras for Passenger Cars - Volume Forecast 2020-2034 |
5.4.5. | Average IR Camera Per Passenger Car: 2020-2034 |
5.4.6. | ToF Camera for DMS - Principles |
5.4.7. | ToF Imaging Sensors: Resolution and Price Benchmarking |
5.4.8. | Yearly Volume Forecast ToF Cameras: 2020-2034 |
5.4.9. | Average Number of ToF per Vehicle: 2020-2034 |
5.4.10. | Radar - Introduction |
5.4.11. | Comparison of In-Cabin Radars |
5.4.12. | Forecast - Yearly Volume Sales of Radar: 2020-2034 |
5.4.13. | Forecast - Radar Per Vehicle: 2020-2034 |
5.4.14. | Current Status of Capacitive Sensors in DMS |
5.4.15. | Evolution of DMS Sensor Suite from SAE Level 1 to Level 4 |
5.4.16. | Data Privacy |
5.5. | Key Forecasts |
5.5.1. | Yearly Volume Sales Forecast: In-Cabin Sensors (Millions): 2020-2034 |
5.5.2. | Yearly Market Size Forecast: In-Cabin Sensors (US$ Billions): 2020-2034 |
5.5.3. | In-Cabin Sensing Summary |
6. | FORECASTS |
6.1. | Total Cars Forecasting Methodology |
6.1.1. | Methodology Comments |
6.1.2. | Forecasting Methodology: Robotaxis |
6.1.3. | Robotaxi Commercial Service market entry by region |
6.1.4. | Robotaxi Fleet Size 2024-2034 |
6.1.5. | Robotaxi Service Revenue 2024-2034 |
6.1.6. | Forecasting Methodology: Private Cars (1) |
6.1.7. | Forecasting Methodology: Private Cars (2) |
6.1.8. | Total Vehicles Forecast by Region 2024-2034 |
6.1.9. | Total Vehicle Forecast by SAE Level 2024-2034 |
6.1.10. | Total Vehicle Sales Revenue by SAE Level Forecast 2024-2034 |
6.1.11. | Sales Revenue from Autonomous Driving Sensors |
6.1.12. | Electric Vehicle Sales Forecast 2024-2034 |
6.1.13. | Electric Vehicle Sales Revenue Forecast 2024-2034 |
6.1.14. | Electric Vehicle Key Components Revenue 2024-2034 |
6.1.15. | Vehicle Sales Forecast by SDV Level 2024-2034 |
6.1.16. | Revenue from SDV Features & Services Forecast 2024-2034 |
6.1.17. | In-Cabin Sensor Sales Forecast 2034-2034 |
6.1.18. | In-Cabin Sensors Sales Revenue 2024-2034 |
6.1.19. | Component Revenue Opportunity Forecast for Future Automotive Technologies 2024-2034 |
6.1.20. | Service Revenue Opportunity Forecast for Future Automotive Technologies 2024-2034 |
6.1.21. | Total Opportunity Forecast for Future Automotive Technologies 2024-2034 |