自動運転トラック 2024-2044年：技術、トレンド、予測

（詳細は目次のページでご確認ください）

● 全体概要（自動運転トラック輸送業界に影響を与える主なトレンドと予測）

● 自動運転トラック：プレーヤーと分析

□ トラック輸送業界とSAE自動運転レベルの紹介

□ 自動運転を管轄する規制当局の分析 - EU、米国、中国

□ プレーヤー一覧 - スタートアップ企業

□ プレーヤー一覧 - 既存のトラックメーカー

□ プレーヤー一覧 - 現在は活動をしていないトラック輸送企業

□ 自動運転トラックの冗長性

□ トラックの分析 - 市場成熟度、成熟期、資金調達

□ トラックの分析 - 試験走行距離、コース、パートナー、時間、場所、速度、認可機関

□ トラックの分析 - ビジネスモデルとTCO（総所有コスト）の分析

□ トラックの分析 - 主な推進要因と残されたハードル

● トラックにおける自動運転への取り組みと進捗状況の概要

□ 車両タイプ別に見る場所

□ 車両とバリューチェーンにおける企業の位置

□ 注目の企業

□ 自動運転トラックのSWOT分析と比較

□ IDTechExの予想タイムライン

● 実現技術：カメラ

□ CMOSの分類、動作原理、動作プロセス、スキャン方式の種類、要件

● 実現技術：サーマルカメラ

□ サーマルカメラのSWOT

□ 高解像度・低コストのIRセンサーの課題

● 実現技術： IR、NIR、SWIR用光学センサー材料としての量子ドット

□ IR、NIR、SWIRの分類、動作原理、動作プロセス、要件

● 実現技術： LiDAR

□ LiDARの分類、動作原理、動作プロセス、要件

□ LiDARのSWOT

● 実現技術： レーダー

□ レーダーのSWOT

□ レーダーの主要コンポーネント、4Dレーダー、イメージングレーダー

● 予測

□ 大型トラックの販売台数 2023-2044年

□ 自動運転トラックの価格設定 2018-2044年

□ 大型トラックの収益 2023-2044年

□ 自動運転トラックの走行距離と役務収益 2023-2044年

□ 自動運転トラックのパワートレイン 2023-2044年

□ 自動運転トラック用センサー 2021-2044年

 

 

In recent years, the development of autonomous driving technology in the trucking industry has progressed rapidly, with numerous technology companies and truck manufacturers initiating commercial trials of autonomous heavy-duty trucks. Although full commercialization remains some distance away, the advancements in this technology offer substantial potential for addressing current industry pain points.

 

Today, the trucking industry faces critical challenges, including high operational costs, driver management issues, and safety concerns. According to the American Trucking Association (ATA), the U.S. trucking industry faced a shortfall of more than 100,000 drivers, a number that could increase to 160,000 by 2028. The industry needs to hire one million drivers over the next decade to bridge this gap, replace retiring drivers, and meet growing shipping demands. Attracting younger generations is particularly challenging as they are reluctant to spend extended periods away from home. The aging population in Asian countries like China is expected to exacerbate labor issues in the next decade. The driver shortage has significantly increased international freight transportation costs and operational expenses for trucking companies. Autonomous heavy-duty trucks offer a solution to these challenges. Autonomous driving systems can eliminate distractions and human errors, thereby improving safety. They also enable more efficient communication with other vehicles and devices, streamlining operations and enhancing overall efficiency.

 

IDTechEx has observed significant activity in the heavy-duty long-haul trucking sector, some companies, such as Inceptio, Deepway, and Einride, have advanced from the proof-of-concept stages to securing small-scale commercial opportunities. However, the fall of several industry giants, including TuSimple, Waymo, and Embark, underscores the significant challenges faced in the autonomous trucks sector. This highlights the volatile nature of the industry and the hurdles in transitioning from innovation to large-scale commercial viability. Autonomous trucks were once considered one of the most commercially valuable and rapidly monetizable products in the autonomous driving sector, with American and European companies playing pivotal roles in their early development. However, post-pandemic global freight fluctuations and the pace of autonomous driving regulation implementation have slowed commercialization. Leading companies such as Waymo and TuSimple have either exited the autonomous trucking market or scaled down their strategic focus.

 

As regulations for autonomous driving gradually take shape to drive commercialization, Total Cost of Ownership (TCO) will become a decisive factor in determining the penetration rate of autonomous truck systems. Due to the extensive operating hours of trucks, energy consumption and labor costs are major factors influencing the TCO of autonomous trucks. Although the industry claims that autonomous truck systems can reduce costs by over 15% and eliminate labor costs, IDTechEx has conducted practical calculations to determine the TCO for different levels of autonomous systems (L0, L2, L3, L4) across various markets. Additionally, IDTechEx has compared the TCO of internal combustion engine (ICE) platforms with electric platforms.

 

This report explains the reasons behind the development of the autonomous trucking industry, including policy support for autonomous vehicles and trucks in Asia, the U.S., and Europe, future policy forecasts, and the movements of over a dozen key players based on IDTechEx's proprietary research, which includes 20-year forecast data.

 

IDTechEx's in-depth research into the Chinese market highlights the value of China's autonomous truck sector and the capabilities of its startups such as Inceptio, Plus.ai, Pony.ai, TrunkTech. IDTechEx also examines different drivetrain configurations for autonomous trucks and proposes correlations between energy types and vehicle performance.

 

This report on Autonomous Trucks provides a detailed analysis of the players and activities within the sector. Current market is contextualised through historical data on sales back to 2019, with regional granularity across China, Europe, USA and RoW. Key challenges and opportunities are identified for the industry, with predictions regarding their commercial deployment and Regional policies. The high-fidelity analysis of each market guides IDTechEx's 20-year forecasts.

 

Key aspects of this report include:

 

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アイディーテックエックス株式会社 (IDTechEx日本法人)

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担当: 村越美和子 m.murakoshi@idtechex.com