자율주행 트럭 기술, 주요 트랜드 및 시장 전망 2024-2044

이 보고서는 다음과 같은 주요 정보를 제공합니다.

 

 

이 보고서에서 다루는 주요 내용/목차는 아래와 같습니다.

 

o 트럭 운송 산업, SAE 자동화 수준 소개

o 자율주행 규제 분석 - EU, 미국, 중국

o 주요 스타트업

o 기존 트럭 OEM 업체

o 활동하지 않는 트럭 운송 업체들

o 자율주행 트럭의 예비시스템

o 시장 준비 단계, 성숙도, 자금조달 현황

o 테스트 주행거리, 트레일, 파트너쉽, 승인 기관

o 비즈니스 모델 및 총소유비용(TCO) 분석

o 주요 동인 및 장애물

 

o 차량 유형별, 지역별 동향

o 기업의 가치 사슬 분석

o 주목해야 할 사항

o 자율주행 트럭에 대한 SWOT 분석 및 비교

o IDTechEx 예측 타임라인

 

o CMOS 구분, 작동 원리, 작동 프로세스, 스캐닝 범주 및 요구 사항

 

o 열화상 카메라 SWOT

o 고해상도, 저가 적외선 센서의 과제

 

o IR, NIR, SWIR 분류, 작동 원리, 작동 프로세스 및 요구 사항

 

o LiDAR 분류, 작동 원리, 작동 프로세스 및 요구 사항

o LiDAR SWOT

 

o 레이더 SWOT

o 레이더 주요 구성 요소, 4D 레이더 및 이미징 레이더

 

o 대형 트럭 판매량 2023-2044년

o 자율주행 트럭 가격 2018-2044년

o 대형 트럭 매출 2023-2044년

o 자율주행 트럭의 주행거리 및 서비스 수익 2023-2044년

o 자율주행 트럭 파워트레인 2023-2044년

o 자율주행 트럭용 센서 2021-2044년

 

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 contextualized 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.

 

With a forecast market value of US$120 billion predicted by 2044, this report informs and advises on this growing but competitive aspect of autonomous trucking.

 

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