Today, drivers enjoy longitudinal and/or lateral driving assistance (SAE Level 0-2) in both parking and cruising scenarios. Conditional eyes-of-the-road (Level 3) is not permitted by regulation and traffic laws in Europe and China which has delayed or changed carmakers’ strategies.
Geo-fenced L4 in Automated-Mobility-on-Demand was launched in 2019 by Waymo but deployment in private cars follows a different roadmap.
Over the next 5 years, “Connected Collaborative Driving” rather than automated driving will be prevalent
- We assess Lv.0-to-L2+ account for 99% of new car sales across 4 major car markets in 2020 and c.85% by 2025 respectively showcasing the opportunity in driver assistance systems to be the predominant solution for the next decade. Take rate driven primarily by regulation and NCAP;
- ADAS revenue to rise with CAGR 12.6% between 2020 and 2025 to reach €35Bn incl. revenues from components, systems and env. models
Table of Contents
1. Automated Driving Roadmaps
- AD Market status 2020 vs. 2025
- ADAS sensor penetration
- Carmaker AD strategies
- L2-L4 penetration in 2025
2. Top Tier-1 Suppliers in ADAS
- ADAS revenue 2020
- Shares in radar, camera
3. Regulation for Autonomy, V2X & Cyber Security
- Regulatory roadblocks to L3-4 in major markets