Insights on North American OEMs' ADAS and AD Sensor Strategies

Description

Push to L2+ and L3 will Drive Competitive Intensity and the Uptake of Cameras and LiDARs

Autonomous driving and ADAS features are on the rise in the NA market. Market participants that offer vehicles with L1 and L2 capabilities dominate the current market. A few of these OEMs also have vehicles with L2+ capabilities. Vehicles with L2+ ADAS and L3 AD capabilities will dominate the future of the NA ADAS and AD markets. Because of the plethora of choices, there is no one correct way to achieve sensor fusion that can deliver the desired ADAS/AD function. Different OEMs have different sensor suite strategies to achieve sensor fusion.

The sensors that can be used include cameras, radars, ultrasonic sensors, and LiDARs. Many OEMs have expressed their intent to stick to a combination of cameras and radars to achieve sensor fusion. A few OEMs have developed partnerships with LiDAR system providers to integrate LiDAR sensors into the sensor suite. A few OEMs are of the opinion that, with increasing levels of autonomy, LiDAR will work in tandem with existing sensors and bring about redundancy. This study covers the AD roadmap of NA OEMs and their different sensor suite strategies. In addition, it also covers the demand for different types of sensors amongst the NA OEMs.

Product Code: PBF9-46

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Autonomous Driving (AD) Market
Growth Opportunities Fuel the Growth Pipeline Engine™

Sensor Types

Sensor Suite
Comparative Analysis of ADAS Sensor Suites

Growth Drivers and Restraints

Growth Drivers
Growth Restraints

Ford

Ford: Autonomous Vision
Ford: L5 Automation Timeline
Ford: Current Sensor Suite Strategy
Ford: Sensor Position and Key Supplier Mapping
Ford: Autonomy Level Trends
Ford: Sensor Demand Forecast

General Motors

General Motors (GM): Autonomous Vision
General Motors: L5 Automation Timeline
General Motors: Current Sensor Suite Strategy
General Motors: Sensor Positioning and Key Supplier Mapping
General Motors: Autonomy Level Trends
General Motors: Sensor Demand Forecast

Stellantis

Stellantis: Autonomous Vision
Stellantis: L5 Automation Timeline
Stellantis: Current Sensor Suite Strategy
Stellantis: Sensor Positioning and Key Supplier Mapping
Stellantis: Autonomy Level Trends
Stellantis: Sensor Demand Forecast

Tesla

Tesla: Autonomous Vision
Tesla: L5 Automation Timeline
Tesla: Current Sensor Suite Strategy
Tesla: Sensor Positioning and Key Supplier Mapping
Tesla: Autonomy Level Trends
Tesla: Sensor Demand Forecast

Rivian

Rivian: Autonomous Vision
Rivian: L5 Automation Timeline
Rivian: Autonomy Level Trends
Rivian: Sensor Suite Strategy
Rivian: Sensor Positioning and Key Supplier Mapping

Lucid

Lucid: Autonomous Vision
Lucid: L5 Automation Timeline
Lucid: Autonomy Level Trends
Lucid: Sensor Suite Strategy
Lucid: Sensor Positioning and Key Supplier Mapping

Growth Opportunity Universe

Growth Opportunity 1: Addition of LiDAR
Growth Opportunity 1: Addition of LiDAR (continued)
List of Exhibits
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