1. | EXECUTIVE SUMMARY |
1.1. | Autonomous Cars Report Summary and Key Takeaways |
1.2. | SAE Levels of Automation |
1.3. | Level 2+ Solidifying in Definition, Availability, and Legislation |
1.4. | Overview of where autonomous cars are legal |
1.5. | Adoption of Key ADAS Features Increased Again in 2023 |
1.6. | Year-On-Year Increase in SAE Level 2 Adoption |
1.7. | High Levels of Autonomy Means More Sensors per Vehicle |
1.8. | LiDAR is for Level 3 and the Chinese Market |
1.9. | Summary of the Privately Owned Car Market - Level 3 is Happening Slowly, Level 2+ is Happening Now |
1.10. | Robotaxis Are Getting Measurably Safer, Are They Safe Enough |
1.11. | Waymo Says it is Safer than a Human Already |
1.12. | Robotaxis Available for Service in Cities Across US and China |
1.13. | Where The Next Robotaxi Deployments Will Be |
1.14. | Exponential Growth in Robotaxi ODD |
1.15. | The Key Players Operating Autonomous Robotaxi Services in 2024 |
1.16. | More Than US$37 Billion in Funding for Robotaxi Companies |
1.17. | The Complimentary Qualities of Primary Three Sensors |
1.18. | How Cameras are Used in Autonomous Cars |
1.19. | Thermal and Infrared Sensing for Autonomous Cars |
1.20. | Front Radars Use in Autonomous Cars |
1.21. | Autonomous Driving Functions Provided by Side Radar |
1.22. | Automotive LiDAR |
1.23. | City-By-City Roll Out of Robotaxi Services: Forecast 2025-2045 |
1.24. | US$1 Trillion in Robotaxi Service Revenue Before 2045 |
1.25. | Global Vehicle Sales Forecast and Peak Car Forecast by Region 2019-2045 |
1.26. | Global Vehicle Sales Forecast and Peak Car Forecast by SAE Level 2022-2045 |
1.27. | Long-Term Automotive Sensors Forecast - Market Revenue 2022-2045 |
2. | INTRODUCTION |
2.1. | Why Automate Cars? |
2.2. | SAE Levels of Automation |
2.3. | The Automation Levels in Detail |
2.4. | Functions of Autonomous Driving at Different Levels |
2.5. | Roadmap of Autonomous Driving Functions in Private Cars |
2.6. | Typical Sensor Suite for Autonomous Cars |
2.7. | Sensors and their Purpose |
2.8. | Evolution of Sensor Suites from Level 1 to Level 4 |
2.9. | Two Development Paths Towards Autonomous Driving |
2.10. | Autonomy is Changing the Automotive Supply Chain |
2.11. | Future Mobility Scenarios: Autonomous and Shared |
2.12. | Privately Owned Autonomous Vehicles |
2.13. | Robotaxis and Robotaxi Services |
3. | REGULATORY & LEGISLATIVE PROGRESS FOR PRIVATE VEHICLES |
3.1. | Introduction |
3.1.1. | Privately owned Autonomous Vehicles |
3.1.2. | Level 2+ could be a long-term middle-ground |
3.1.3. | Legislation and Autonomy |
3.1.4. | Overview of where autonomous cars are legal |
3.2. | Europe |
3.2.1. | EU Mandating Level 2 Autonomy from July 2022 |
3.2.2. | Level 2+ starting to grow in Europe |
3.2.3. | Level 2+/Hands-off driving in the UK |
3.2.4. | Level 3 roll out in Europe (1) |
3.2.5. | Level 3 roll out in Europe (2) |
3.2.6. | UNECE 2023 update and 2024 work on Level 2+ |
3.2.7. | Level 3 outlook in Europe |
3.3. | US + Canada |
3.3.1. | Level 2+ rules and deployment in the US |
3.3.2. | Level 3, Legislation, US |
3.3.3. | Mercedes S-Class first level 3 car in US |
3.3.4. | Outlook for the US |
3.4. | China |
3.4.1. | Level 3, Legislation, China |
3.4.2. | Shenzhen moves towards level 3 |
3.4.3. | Level 2+ deployment and level 3 testing in China |
3.4.4. | Outlook for China |
3.5. | Japan |
3.5.1. | Private autonomous vehicles in Japan |
3.5.2. | Autonomous robotaxi services in Japan |
4. | PRIVATE AUTONOMOUS VEHICLES |
4.1. | ADAS Features |
4.1.1. | Level 2, Level 2+, and Level 3 |
4.1.2. | IDTechEx's ADAS Feature Database |
4.1.3. | ADAS Adoption by Region in 2023 |
4.1.4. | ADAS Feature Deployment in the US |
4.1.5. | ADAS Feature Deployment in the China |
4.1.6. | ADAS Feature Deployment in EU + UK + EFTA |
4.1.7. | ADAS Feature Deployment in Japan |
4.1.8. | SAE Level Adoption by Region 2020 to 2023 |
4.2. | Key OEMs in the autonomous cars race |
4.2.1. | Sensor Suite Disclaimer |
4.2.2. | Honda |
4.2.3. | Honda Sensing 360+ sensor suite |
4.2.4. | Mercedes S-Class and EQS |
4.2.5. | Mercedes S-class - Sensor Suite |
4.2.6. | Daimler/Bosch Autonomous Parking |
4.2.7. | BMW level 3 and level 2+ |
4.2.8. | BMW 7 Series and 5 Series Sensors |
4.2.9. | Tesla |
4.2.10. | Tesla's Hardware 4.0 |
4.2.11. | GM's Super Cruise |
4.2.12. | Vehicles with GM Super Cruise |
4.2.13. | Ford BlueCruise |
4.2.14. | Other US Level 2+ Systems |
4.2.15. | Availability of Level 2+ Systems is Growing |
4.2.16. | Chinese Stuck at Level 2 for Now |
4.2.17. | Chinese Sensor Suite Example - Li Auto L6 |
4.2.18. | Xpeng G9 |
4.2.19. | Arcfox Alpha S 2024 |
4.2.20. | Zeekr 001 |
4.2.21. | Leaders |
4.2.22. | Overview of Level 2+ and Level 3 Private Autonomous Cars |
4.3. | Sensors for Private Vehicles |
4.3.1. | Front Radar Applications |
4.3.2. | The Role of Side Radars |
4.3.3. | Front and Side Radars per Car |
4.3.4. | Total Radars per Car for Different SAE levels |
4.3.5. | Vehicle camera applications |
4.3.6. | E-mirrors, an emerging camera application |
4.3.7. | External Cameras for Autonomous Driving |
4.3.8. | Internal Cameras for Autonomous Driver Monitoring |
4.3.9. | LiDARs in automotive applications |
4.3.10. | LiDAR Deployment |
4.3.11. | Total Sensors For Level 0 to Level 4 and Robotaxis |
4.3.12. | Summary of Privately Owned Autonomous Vehicles |
5. | ROBOTAXIS AND MOBILITY AS A SERVICE (MAAS) |
5.1. | Introduction |
5.1.1. | MaaS Level 4 is Different From Privately Owned Level 4 |
5.1.2. | Robotaxis & Robot Shuttles |
5.2. | California Testing Analysis |
5.2.1. | Key conclusions from California testing |
5.2.2. | The importance Of California DMV |
5.2.3. | Testing mileage |
5.2.4. | Furthest testers in 2023 |
5.2.5. | Measuring autonomous vehicle performance with miles per disengagement |
5.2.6. | Caveats of Measuring Performance With MPD |
5.2.7. | Cruise's very high miles per disengagement measure |
5.2.8. | The top three testers in 2023 by disengagement performance |
5.2.9. | Autonomous vehicle disengagement performance trend - part 1 |
5.2.10. | Autonomous vehicle disengagement performance trend - part 2 |
5.2.11. | Miles per disengagements - Waymo vs. Cruise |
5.2.12. | How many miles per disengagement is enough? |
5.2.13. | A deeper look at Zoox's disengagements |
5.2.14. | A deeper look at Waymo's disengagements |
5.2.15. | Cruise's and Waymo's collisions during testing |
5.2.16. | Very few collisions are the fault of the autonomous system |
5.2.17. | Number of Cars Registered For Driver Out Testing |
5.2.18. | Driver out testing miles and collisions |
5.2.19. | Robotaxi Driverless Crash Rate Compared to San Francisco and US |
5.2.20. | Comparison against human performance |
5.2.21. | Waymo entering San Francisco |
5.2.22. | Nature of collisions where the autonomous system was at fault (1) |
5.2.23. | Nature of collisions where the autonomous system was at fault (2) |
5.2.24. | Nature of Collisions Where Autonomous System Was at Fault (3) |
5.2.25. | Cruise's incident in October 2023 |
5.2.26. | A timeline following Cruise's incident - part 1 |
5.2.27. | A timeline following Cruise's incident - part 2 |
5.2.28. | Impact on the rest of the industry |
5.2.29. | Waymo claims to be safer than the average human driver |
5.3. | China disengagement data and commercial deployment |
5.3.1. | Beijing as a parallel to California |
5.3.2. | Top players by miles tested |
5.3.3. | Other companies testing in Beijing |
5.3.4. | Baidu's testing compared to California leaders |
5.3.5. | Fleet size of Baidu compared to Waymo and Cruise |
5.4. | Robotaxis In Europe, Japan and ROW. |
5.4.1. | Summary |
5.4.2. | The UK and Oxa (previously Oxbotica) |
5.4.3. | Non-robotaxi in the UK |
5.4.4. | Non-robotaxis in Europe |
5.4.5. | Mobileye in Germany and Croatia |
5.4.6. | Cruise in Dubai and Japan |
5.4.7. | Roboshuttles and Autonomous Buses 2024-2044 |
5.5. | Real-World Deployments of Robotaxis - Case Studies |
5.5.1. | Introduction to commercial robotaxi deployments |
5.5.2. | Commercial robotaxi services in Phoenix |
5.5.3. | Commercial robotaxi services in San Francisco |
5.5.4. | Commercial robotaxi services in Los Angeles |
5.5.5. | Commercial robotaxi services in Las Vegas |
5.5.6. | The next US cities to get robotaxi commercial services will be... |
5.5.7. | Commercial robotaxi services in Wuhan |
5.5.8. | Commercial robotaxi services in Beijing |
5.5.9. | Commercial robotaxi services in Guangzhou and Shanghai |
5.5.10. | IDTechEx's list of commercial robotaxi services |
5.5.11. | Growth in commercial robotaxi service area (square miles) |
5.6. | Key Player Analysis |
5.6.1. | Table of Players (1) |
5.6.2. | Table of Players (2) |
5.6.3. | Driving Sharing Companies and Their Autonomous Partnerships |
5.6.4. | State of development in 2023 |
5.6.5. | State of development in 2024 |
5.6.6. | The big movers in 2024 |
5.6.7. | Robotaxi investment |
5.6.8. | Best Funded Companies in Autonomy and Mobility Space |
5.6.9. | Waymo |
5.6.10. | Waymo Sensor Suite |
5.6.11. | Cruise |
5.6.12. | Cruise Sensor Suite |
5.6.13. | Waymo and Cruise's Ground Up Robotaxi Vehicles |
5.6.14. | Zoox |
5.6.15. | Zoox Sensor Suite |
5.6.16. | AutoX |
5.6.17. | AutoX Sensor Suite |
5.6.18. | Baidu and Apollo |
5.6.19. | Baidu's Ground Up Robotaxi |
5.6.20. | Pony |
5.6.21. | Pony sensor suite |
5.6.22. | WeRide |
5.6.23. | Mobileye - One of the Most Significant Testers Not in California |
5.6.24. | Tesla finally making robotaxi moves |
5.6.25. | Verne, a.k.a. Project 3 Mobility - A new robotaxi entrant |
5.6.26. | Robotaxi Sensor Suite Analysis (1) |
5.6.27. | Robotaxi Sensor Suite Analysis (2) |
5.6.28. | Robotaxi Testing and Deployment Locations |
5.6.29. | Level 4 or level 5? |
6. | ENABLING TECHNOLOGIES: LIDAR, RADAR, CAMERAS, INFRARED, HD MAPPING, TELEOPERATION, 5G AND V2X |
6.1. | Introduction |
6.1.1. | Connected vehicles |
6.1.2. | Localisation |
6.1.3. | AI and Training |
6.1.4. | Teleoperation |
6.1.5. | Cyber security |
6.2. | Autonomous Vehicle Sensors |
6.2.1. | Autonomous driving technologies |
6.2.2. | The Primary Three Sensors - Cameras, Radar, and LiDAR |
6.2.3. | Sensor Performance and Trends |
6.2.4. | Robustness to Adverse Weather |
6.2.5. | Evolution of Sensor Suite From Level 1 to Level 4 |
6.2.6. | What is Sensor Fusion? |
6.2.7. | Autonomous Driving Requires Different Validation System |
6.2.8. | Sensor Fusion Technology Trends for Applications |
6.2.9. | Hybrid AI for Sensor Fusion |
6.2.10. | Autonomy and Electric Vehicles |
6.2.11. | EV Range Reduction |
6.2.12. | The Vulnerable Road User Challenge in City Traffic |
6.2.13. | Pedestrian Risk Detection |
6.2.14. | Recommended Sensor Suites For SAE Level 2 to Level 4 & Robotaxi |
6.2.15. | Cameras |
6.2.16. | IR Cameras |
6.2.17. | Radar |
6.2.18. | LiDAR |
6.2.19. | Mapping and Localisation |
6.3. | Teleoperation |
6.3.1. | Enabling Autonomous MaaS |
6.3.2. | Three Levels of Teleoperation |
6.3.3. | How remote assistance works - Zoox |
6.3.4. | Remote assistance |
6.3.5. | Remote Control |
6.3.6. | Where is teleoperation currently used? |
6.3.7. | Players |
6.3.8. | MaaS vs Independent solution providers |
6.3.9. | Ottopia's Advanced Teleoperation (1) |
6.3.10. | Ottopia's Advanced Teleoperation (2) |
6.3.11. | Phantom Auto's Teleoperation as Back-Up for AVs |
6.3.12. | Phantom Auto Gaining Momentum in Logistics |
6.3.13. | Halo - Subverting Autonomy |
6.4. | Connected Cars |
6.4.1. | What is a Connected Vehicle? |
6.4.2. | Why V2X |
6.4.3. | Connected Cars: Technologies |
6.4.4. | Connected Cars: Use Cases and Case Studies |
7. | FORECASTS |
7.1. | Forecasting Methodology: Robotaxis |
7.2. | Robotaxi Commercial Service market entry by region |
7.3. | Robotaxi Testing and Services 2016-2022 |
7.4. | Commercial Service Rollout 2025-2045 |
7.5. | Robotaxi Fleet Size 2020-2045 |
7.6. | Robotaxi Service Utilization and Adoption 2025-2045 |
7.7. | Robotaxi Service Revenue 2024-2044 |
7.8. | Private and Autonomous Passenger Vehicle Mileage 2022-2044 |
7.9. | Forecasting Methodology: Private Cars (1) |
7.10. | Forecasting Methodology: Private Cars (2) |
7.11. | Global Vehicle Sales and Peak Car by Region 2019-2045 |
7.12. | Forecasting Methodology: Progression of Level 0, Level 1 and Level 2 |
7.13. | Forecasting Methodology: Emergence of level 3 and Level 4 Technologies |
7.14. | Global Vehicle Sales and Peak Car by SAE Level 2022-2045 |
7.15. | Autonomous Vehicle Adoption in US 2022-2045 |
7.16. | Autonomous Vehicle Adoption in China 2022-2044 |
7.17. | Autonomous Vehicle Adoption in EU + UK + EFTA 2022-2044 |
7.18. | Autonomous Vehicle Adoption in Japan 2022-2044 |
7.19. | Autonomous Vehicle Adoption in ROW 2022-2044 |
7.20. | Forecasting Method: Vehicle Revenue |
7.21. | Automotive Market Revenue by Region 2022-2045 |
7.22. | Automotive Market Revenue by SAE Level 2022-2045 |
7.23. | Forecasting Method: Sensors |
7.24. | Sensors for Cars: Cameras 2022-2045 |
7.25. | Sensors for Cars: Radar |
7.26. | Sensors for Cars: LiDAR |
7.27. | Sensors for Cars Revenue: 2022-2044 |