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全球 3 級自動駕駛汽車市場（按地區分類）（亞太地區、北美、歐洲）- 預測至 2035 年
市場調查報告書
商品編碼
1759940

全球 3 級自動駕駛汽車市場（按地區分類）（亞太地區、北美、歐洲）- 預測至 2035 年

Level 3 Autonomous Vehicle Market by Region (Asia Pacific, North America, Europe) - Global Forecast to 2035
出版日期: | 出版商: MarketsandMarkets | 英文 57 Pages | 訂單完成後即時交付

價格

預計 3 級自動駕駛汽車的市場規模將從 2025 年的 29.1 萬輛成長到 2035 年的 870 萬輛，複合年成長率為 40.5%。

3 級自動駕駛是自動駕駛汽車整體藍圖中的重要里程碑。雖然 1 級和 2 級自動駕駛能力在全球大多數國家已經普及，但 3 級自動駕駛的發展相對緩慢。 1 級和 2 級自動駕駛主要受監管標準驅動，這些標準要求車輛配備先進的主動式安全和被動安全系統，並輔以感測硬體和軟體演算法的進步。另一方面，3 級自動駕駛面臨強大可靠的自動駕駛套件以及監管機構不願在公共道路上部署 3 級自動駕駛汽車的挑戰。造成這種差距的原因在於需要車輛系統（轉向、煞車、車輛電氣系統）具有卓越的可靠性，並且對於發生事故時誰應該負責缺乏明確規定，這可能會扼殺整個自動駕駛或無人駕駛的想法。

中國消費者普遍樂於接受先進的車輛功能，包括駕駛技術。中國消費者近期對 2+ 級和 3 級自動駕駛功能的興趣日益濃厚。然而，安全問題仍然是一個重大挑戰。中國汽車媒體最近的報導表明，消費者對 3 級自動駕駛功能的興趣濃厚，尤其是在年輕且精通技術的消費者群體中，但大多數主流消費者仍然持謹慎態度。例如，在廉價電動車買家（約 10 萬元人民幣級別）的調查中，安全性一直是最大的顧慮。

比亞迪、小鵬汽車和蔚來等中國OEM最引人注目的策略是將先進的 2+ 級/3 級自動駕駛作為標配或低價功能捆綁銷售，以保持競爭力。這項策略反映出，消費者越來越期待智慧駕駛功能作為基礎，而非為此支付額外費用。中國消費者對 3 級技術持開放態度，尤其是在高階電動車領域，但他們也希望獲得強力的安全教育、示範和清晰的監管。

近年來，人們對軟體定義汽車 (SDV) 的關注度迅速提升。 SDV 本質上基於下一代電子電氣架構，為自動駕駛汽車提供了靈活且更強大的基礎。更高的自動駕駛等級需要無縫整合感測器、運算晶片和互聯互通，以提高可靠性。因此，開發可擴展和模組化的電子電氣架構（例如區域式）是邁向更高自動駕駛等級的第一步。 2 級自動駕駛可以部署在傳統架構上，因為對 OTA 更新、可擴展性和功能增強沒有太多要求。 3 級自動駕駛汽車是真正自動駕駛汽車的基礎，投資下一代架構是邁向自動駕駛出行和增加收益的最重要一步。這可以透過與一級供應商和高科技公司合作或自主開發來實現。特斯拉專注於自主開發作業系統和電子電氣架構，而大眾和梅賽德斯-奔馳等原始設備製造OEM採取了混合方式，既專注於自主開發，也與一級供應商/高科技公司合作。

北美（加州和內華達州）和歐洲（尤其是德國）在 3 級自動駕駛汽車市場處於領先地位。日本也已批准在公共道路上使用 3 級自動駕駛汽車，但由於本田僅生產了 100 輛，其使用受到限制。梅賽德斯-奔馳和寶馬透過發布 3 級自動駕駛車型引領市場。緊隨其後的是 Zeekr、小鵬、比亞迪、大眾和現代等OEM，它們正在積極致力於開發 3 級自動駕駛汽車。隨著 Zeekr 和小鵬等中國OEM計劃推出 3 級自動駕駛汽車，預計未來 2-3 年這一成長勢頭將增強。值得注意的是，中國OEM正專注於為國內和國際市場進行大規模生產。比亞迪主要透過發布其 God's Eye 自動駕駛系統來引領這一趨勢。因此，隨著 3 級自動駕駛汽車進入最後的開發階段，預計這些汽車將在中國快速成長。

本報告研究了全球 3 級自動駕駛汽車市場，提供了區域趨勢和參與市場的公司概況。

目錄

第1章 引言

第2章 3級自動駕駛簡介

  • ADAS 等級採用
  • 3級自動駕駛

第3章市場概述

  • 市場動態
    • 驅動程式
    • 任務
  • ADAS規範和法規
    • 政府關於安全職責的規定
    • 對某些市場監管的懷疑
  • 技術分析
    • 3階自主硬體
    • 感測器融合技術實現3級自動駕駛
    • 5G連接在3級自動駕駛中的作用
  • ADAS 和自動駕駛汽車的整個生態系統
  • MNM 對下一代 ADAS 和自動駕駛汽車高性能晶片的洞察
    • ADAS運算單元
  • MNM 對移動出行和卡車運輸領域邁向 4 級自動駕駛的洞察
  • 各地區消費者對 ADAS 的看法
    • 中國
    • 美國
    • EU
    • 印度
    • 韓國
    • 日本
    • 中東

第4章 3 級自動駕駛汽車市場估值

  • 3級車輛的當前普及率
    • 3級自動駕駛汽車市場（按地區）
  • 規則
    • 現有的自動駕駛區域法規
    • 區域 NCAP 法規
    • 區域法規結構

第5章 競爭態勢

  • OEM分析
    • 選擇配備 2 級或更高級別 ADAS 系統的乘用車車型
    • 中國主要OEM提供的L2以上ADAS系統
    • 選擇配備 2 級或更高級別 ADAS 系統的乘用車車型
    • 3 級 ADAS 套件比較
    • 3 級 ADAS 硬體組件比較
    • OEM計畫開發 3 級 ADAS
  • MNM分析L3 ADAS領域Tier1企業發展趨勢
    • 目前 3 級 ADAS 的一級產品
    • 頂級第一線公司目前提供的晶片組
    • 3 級 ADAS 系統的生態系互連

第6章建議

  • 對OEM的建議
    • 優先考慮可擴展和模組化的 E/E 架構
    • 感測器融合和冗餘方面的差異化投資
    • 與一級/晶片組製造商建立策略夥伴關係
    • 關注特定用例和區域賠率
    • 提供靈活的收益模式
    • 確保與監管機構的合作
  • 對一級公司的建議
    • 專注於開發相容 3 級的感測器套件
    • 感測器融合與運算平台封裝整合
    • 關注OEM的軟體定義汽車 (SDV) 需求
    • 專注於本地服務
Product Code: AT 9435

The level 3 autonomous vehicles market is projected to grow from 291 thousand units in 2025 to 8.7 million units by 2035 at a CAGR of 40.5%.

Level 3 autonomy is an essential milestone in the overall roadmap for autonomous vehicles. While level 1 and 2 autonomous features have become prevalent in most countries worldwide, level 3 autonomy is picking up relatively slowly. Level 1 & 2 autonomy is primarily driven by the regulatory norms requiring advanced active and passive safety systems in the vehicles complemented by advancements in sensing hardware and software algorithms. On the other hand, level 3 autonomy faces challenges from robust and reliable autonomous suites and the regulatory side, which is reluctant to deploy level 3 autonomous vehicles on public roads. The reason for this gap is the need for exceptional reliability from the vehicle systems (steering, braking, and vehicle electrical system) and uncertainty on the liability of any mishap, potentially scrapping the entire idea of autonomous and automated driving.

"Consumer confidence across China and the Middle East to open opportunities for OEMs planning to launch level 3 autonomous vehicles"

Chinese consumers are generally open about adopting advanced vehicle features, including driving technologies. Consumers in China have recently shown a rising interest in Level 2+ and Level 3 features. However, safety concerns are still a major challenge. Recent reports from Chinese automotive media state that while interest in level 3 features is strong-especially among younger, tech-savvy buyers-most mainstream consumers remain cautious. For example, in surveys of budget EV buyers (~100,000 RMB class), safety consistently ranked as the most considerable hesitation.

The most notable strategy of Chinese OEMs like BYD, Xpeng, and NIO is bundling advanced level 2+/level 3 autonomy as standard or low-cost features to stay competitive. This strategy reflects a market where consumers increasingly expect smart-driving features as a baseline-rather than paying a premium. Chinese consumers are open to level 3 tech, especially in higher-end EVs, but demand strong safety training, demos, and regulatory clarity.

"Prioritizing scalable & modular E/E architecture development to emerge as the key to faster shift to autonomous vehicles"

Recent years have witnessed rapid attention toward software-defined vehicles, which essentially are based on next-gen E/E architecture that forms the basis of a flexible and more powerful foundation for autonomous vehicles. Higher autonomy levels require seamless sensors, computing chips, and connectivity integration for better reliability. Thus, developing scalable and modular E/E architecture (such as zonal) becomes the first step for higher autonomy levels. Level 2 autonomy can be deployed upon conventional architectures as they do not have primary requirements around OTA updates, scalability, and feature enhancement. With level 3 autonomous vehicles being the foundation of truly autonomous vehicles, investing in next-gen architecture is the most crucial step towards autonomous mobility and additional revenues. This can be achieved through partnerships with Tier I & tech companies or in-house development. While Tesla is more focused on in-house development of OS and E/E architecture, OEMs such as Volkswagen, Mercedes-Benz, and others are taking a hybrid approach with a major focus on in-house development and also through partnership with Tier I/tech companies.

"Asia Pacific is projected to demonstrate the fastest growth in the level 3 autonomous vehicles market during the forecast period."

North America (California & Nevada) and Europe (particularly Germany) are leading the level 3 autonomous vehicles market as these are the only markets with level 3 driving deployment and approval. While Japan also allows using level 3 autonomous vehicles on public roads, it has limited use due to Honda's production of only 100 vehicles. Mercedes-Benz and BMW are leading the market by launching their level 3 autonomous models. This is expected to be followed by OEMs such as Zeekr, Xpeng, BYD, Volkswagen, and Hyundai, with their aggressive efforts for level 3 autonomous vehicle development. This growth is expected to kickstart in the next 2-3 years as Chinese OEMs such as Zeekr, Xpeng, and others plan to launch level 3 autonomous vehicles. It should be noted that Chinese OEMs are focused on gaining mass volume in domestic and international markets. BYD primarily leads this trend by launching its God's Eye self-driving system. Thus, as the level 3 autonomous vehicle reaches the final development stage, rapid growth can be expected in the country for these vehicles.

In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in this market. Given below is the breakup of interviews:

  • By Company Type: Tier I - 24%, Tier II - 67%, and Tier III - 9%
  • By Designation: C-Level - 33%, Managers - 52%, and Executives - 15%
  • By Region: North America - 26%, Europe - 30%, Asia Pacific - 35%, and ROW - 9%

Mercedes-Benz, BMW, and Honda currently dominate the level 3 autonomous market. Other major players expected to lead the market are Volkswagen, Stellantis, and Hyundai. Chinese OEMs such as BYD, Xpeng, and Zeekr are aggressively working on level 3 autonomous vehicle development, focusing on mass market share gain.

Research Coverage:

The report covers the level 3 autonomous vehicles market in terms of Region (North America, Europe, and Asia Pacific). It also covers the competitive assessment of the major OEMs operating in level 3 autonomous vehicles and other market ecosystem players such as Tier I and tech companies.

This report study includes an in-depth comparative analysis of the current offerings, their comparison with other players, focus areas, and plans.

Key Benefits of Buying the Report:

  • The report will help market leaders/new entrants understand the ongoing developments in level 3 autonomous vehicles.
  • This report will help stakeholders understand the current offerings and anticipated future plans of the OEMs & Tier I companies, along with separate analyses for global and Chinese players.
  • The report will also help stakeholders understand the market pulse and provide information on key market drivers, challenges, and technology analysis.
  • The report will also help stakeholders understand the current and future penetration trends of the level 3 autonomous vehicles.

The report provides insight into the following points:

  • Analysis of key drivers (Need for improving sensing technologies, focus on positive consumer perception and government safety regulations on safety features mandate, and need for identifying strong potential from subscription packages revenues) and challenges (regulatory skepticism in select markets, lack of clarity on accident/mishap liability, issues with infrastructure readiness)
  • Technology Analysis: Detailed insights into ongoing and upcoming technologies and research & development activities in the level 3 autonomous vehicles market
  • Competitive Assessment: In-depth assessment of OEM offerings, plans, and strategic developments, analysis for Tier I companies operating in the level 3 autonomous vehicles market

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 STUDY OBJECTIVES
  • 1.2 MARKET DEFINITION
    • 1.2.1 INCLUSIONS & EXCLUSIONS
  • 1.3 YEARS CONSIDERED
  • 1.4 UNIT CONSIDERED
  • 1.5 KEY STAKEHOLDERS

2 INTRODUCTION TO LEVEL 3 AUTONOMY

  • 2.1 INTRODUCTION OF ADAS LEVELS
  • 2.2 LEVEL 3 AUTONOMY
    • 2.2.1 BASIC DIFFERENTIATION: LEVEL 1 VS. LEVEL 2/2.5 VS. LEVEL 3
    • 2.2.2 TECHNICAL COMPARISON: LEVEL 1 VS. LEVEL 2/2.5 VS. LEVEL 3
    • 2.2.3 HARDWARE AND SOFTWARE DISTINCTIONS BETWEEN LEVEL 1, 2, AND 3 ADAS
      • 2.2.3.1 Sensor suite evolution
      • 2.2.3.2 Compute and architecture
      • 2.2.3.3 Redundancy and safety

3 MARKET OVERVIEW

  • 3.1 MARKET DYNAMICS
    • 3.1.1 DRIVERS
      • 3.1.1.1 Focus on improving sensing technologies
      • 3.1.1.2 Positive consumer perception on ADAS systems
      • 3.1.1.3 Popularity of subscription packages
    • 3.1.2 CHALLENGES
      • 3.1.2.1 Lack of clarity on accident/mishap liability
      • 3.1.2.2 Liability concerns for major stakeholders
      • 3.1.2.3 Issues concerning infrastructure readiness
      • 3.1.2.4 Infrastructure limitations in major countries
  • 3.2 ADAS NORMS AND REGULATIONS
    • 3.2.1 GOVERNMENT REGULATIONS ON SAFETY MANDATES
      • 3.2.1.1 Regulatory norms mandating ADAS features
    • 3.2.2 REGULATORY SKEPTICISM IN SELECT MARKETS
      • 3.2.2.1 Regulatory norms for ADAS in select countries
  • 3.3 TECHNOLOGY ANALYSIS
    • 3.3.1 LEVEL 3 AUTONOMY HARDWARE
    • 3.3.2 SENSOR FUSION TECHNOLOGY FOR LEVEL 3 AUTONOMY
      • 3.3.2.1 Deep learning-based sensor fusion
      • 3.3.2.2 Artificial intelligence for sensor fusion
    • 3.3.3 ROLE OF 5G CONNECTIVITY IN LEVEL 3 AUTONOMY
  • 3.4 ECOSYSTEM FOR OVERALL ADAS AND AUTONOMOUS VEHICLES
  • 3.5 MNM INSIGHTS INTO HIGH-PERFORMANCE CHIPS POWERING NEXT-GEN ADAS AND AUTONOMY
    • 3.5.1 COMPUTING UNITS FOR ADAS APPLICATIONS
  • 3.6 MNM INSIGHTS INTO ADVANCEMENTS TO LEVEL 4 AUTONOMY IN MOBILITY AND TRUCKING
  • 3.7 CONSUMER PERCEPTION ON ADAS, BY REGION
    • 3.7.1 CHINA
    • 3.7.2 US
    • 3.7.3 EUROPEAN UNION
    • 3.7.4 INDIA
    • 3.7.5 SOUTH KOREA
    • 3.7.6 JAPAN
    • 3.7.7 MIDDLE EAST

4 LEVEL 3 AUTONOMOUS VEHICLES MARKET ASSESSMENT

  • 4.1 CURRENT PENETRATION OF LEVEL 3 VEHICLES
    • 4.1.1 LEVEL 3 AUTONOMOUS VEHICLES MARKET, BY REGION
  • 4.2 REGULATIONS
    • 4.2.1 EXISTING REGULATIONS ON AUTONOMOUS DRIVING, BY REGION
    • 4.2.2 NCAP REGULATIONS, BY REGION
    • 4.2.3 REGULATORY FRAMEWORK, BY REGION
      • 4.2.3.1 China
      • 4.2.3.2 Japan
      • 4.2.3.3 South Korea
      • 4.2.3.4 India
      • 4.2.3.5 US
      • 4.2.3.6 European Union

5 COMPETITIVE LANDSCAPE

  • 5.1 OEM ANALYSIS
    • 5.1.1 SELECT PASSENGER CAR MODELS EQUIPPED WITH LEVEL 2 OR ABOVE ADAS SYSTEMS
    • 5.1.2 LEVEL 2 AND ABOVE ADAS SYSTEMS OFFERED BY TOP CHINESE OEMS
    • 5.1.3 SELECT PASSENGER CAR MODELS EQUIPPED WITH LEVEL 2 OR ABOVE ADAS SYSTEMS
    • 5.1.4 COMPARISON BETWEEN LEVEL 3 ADAS SUITES
    • 5.1.5 COMPARISON BETWEEN LEVEL 3 ADAS HARDWARE COMPONENTS
    • 5.1.6 PLANS OF OEMS FOR DEVELOPMENT OF LEVEL 3 ADAS
  • 5.2 MNM INSIGHTS INTO DEVELOPMENTS UNDERTAKEN BY TIER I COMPANIES IN LEVEL 3 ADAS SPACE
    • 5.2.1 CURRENT TIER I OFFERINGS FOR LEVEL 3 ADAS
    • 5.2.2 CURRENT CHIPSET OFFERINGS BY TOP TIER I COMPANIES
    • 5.2.3 ECOSYSTEM INTERCONNECTION FOR LEVEL 3 ADAS SYSTEMS

6 RECOMMENDATIONS

  • 6.1 RECOMMENDATIONS FOR OEMS
    • 6.1.1 PRIORITIZING SCALABLE AND MODULAR E/E ARCHITECTURES
    • 6.1.2 INVESTING IN DIFFERENTIATED SENSOR FUSION AND REDUNDANCY
    • 6.1.3 DEVELOPING STRATEGIC PARTNERSHIPS WITH TIER I/CHIPSET MANUFACTURERS
    • 6.1.4 FOCUSING ON SPECIFIC USE CASES AND REGIONAL ODDS
    • 6.1.5 OFFERING FLEXIBLE MONETIZATION MODELS
    • 6.1.6 ENSURING CO-DEVELOPMENT WITH REGULATORY AUTHORITIES
  • 6.2 RECOMMENDATIONS FOR TIER I COMPANIES
    • 6.2.1 FOCUSING ON DEVELOPING LEVEL 3-READY SENSOR SUITE
    • 6.2.2 INTEGRATING SENSOR FUSION WITH COMPUTING PLATFORM PACKAGE
    • 6.2.3 FOCUSING ON SOFTWARE-DEFINED VEHICLE (SDV) NEEDS OF OEMS
    • 6.2.4 FOCUSING ON REGION-SPECIFIC OFFERINGS

List of Tables

  • TABLE 1 INCLUSIONS & EXCLUSIONS
  • TABLE 2 BASIC DIFFERENTIATION: LEVEL 1 VS. LEVEL 2/2.5 VS. LEVEL 3
  • TABLE 3 TECHNICAL COMPARISON: LEVEL 1 VS. LEVEL 2/2.5 VS. LEVEL 3
  • TABLE 4 EXISTING LEVEL 3 ADAS OFFERINGS BY LEGACY TIER I COMPANIES
  • TABLE 5 LEVEL 3 ADAS: RECENT DEVELOPMENTS
  • TABLE 6 L2+/3 ADAS SYSTEMS: SUBSCRIPTION PACKAGES, PRICING, AND ADAS SUITES OFFERED BY OEMS
  • TABLE 7 LIABILITY CONCERNS FOR MAJOR STAKEHOLDERS
  • TABLE 8 INFRASTRUCTURE LIMITATIONS IN MAJOR COUNTRIES
  • TABLE 9 REGULATORY NORMS MANDATING ADAS FEATURES
  • TABLE 10 REGULATORY NORMS FOR ADAS IN SELECT COUNTRIES
  • TABLE 11 RECENT SENSOR INNOVATION BY TIER I COMPANIES AND THEIR USE CASES
  • TABLE 12 CONSUMER SENTIMENT ON LEVEL 3 ADAS SYSTEMS ACROSS MAJOR MARKETS
  • TABLE 13 LEVEL 3 AUTONOMOUS VEHICLES MARKET, BY REGION, 2022-2024 ('000 UNITS)
  • TABLE 14 LEVEL 3 AUTONOMOUS VEHICLES MARKET, BY REGION, 2025-2035 ('000 UNITS)
  • TABLE 15 EXISTING REGULATIONS ON ADAS AND AUTONOMOUS DRIVING, BY REGION
  • TABLE 16 NCAP REGULATIONS, BY REGION
  • TABLE 17 SELECT PASSENGER CAR MODELS EQUIPPED WITH LEVEL 2 OR ABOVE ADAS SYSTEMS, BY OEM, 2024-2025
  • TABLE 18 SELECT PASSENGER CAR MODELS EQUIPPED WITH LEVEL 2 OR ABOVE ADAS SYSTEMS, BY CHINESE OEM, 2024-2025
  • TABLE 19 COMPARISON BETWEEN LEVEL 3 ADAS SUITES, BY OEM
  • TABLE 20 LEVEL 3 ADAS HARDWARE OFFERED BY OEMS
  • TABLE 21 ROADMAP OF MAJOR OEMS FOR ADAS LEVEL 3
  • TABLE 22 TIER I PRODUCT OFFERINGS FOR LEVEL 3 ADAS
  • TABLE 23 CHIP OFFERINGS RELEVANT TO LEVEL 3 ADAS SYSTEMS BY MAJOR PLAYERS

List of Figures

  • FIGURE 1 LEVEL 1 TO LEVEL 5 ADAS: ASSISTED VS. AUTOMATED
  • FIGURE 2 LEVEL 3 AUTONOMOUS VEHICLES MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES
  • FIGURE 3 CUSTOMER SATISFACTION LEVEL FOR SAFETY SYSTEMS, 2021 VS. 2022
  • FIGURE 4 CONSUMER UNDERSTANDING LEVEL OF SAFETY SYSTEMS, 2021 VS. 2022
  • FIGURE 5 RENESAS ELECTRONICS CORPORATION: SENSOR FUSION WITH DEEP LEARNING
  • FIGURE 6 RENESAS ELECTRONICS CORPORATION: AI-BASED SENSOR FUSION
  • FIGURE 7 ECOSYSTEM MAPPING FOR OVERALL ADAS AND AUTONOMOUS VEHICLES
  • FIGURE 8 COMPUTING UNITS FOR ADAS APPLICATIONS
  • FIGURE 9 ADVANCEMENT TOWARD LEVEL 4 AUTONOMY IN MOBILITY AND TRUCKING
  • FIGURE 10 PENETRATION OF LEVEL 3 AUTONOMOUS VEHICLES AGAINST TOTAL VEHICLE SALES, 2022-2035 ('000 UNITS)
  • FIGURE 11 SALES NUMBERS FOR LEVELS 2/2+ AND 3 AUTONOMOUS VEHICLES, 2022-2035 ('000 UNITS)
  • FIGURE 12 LEVEL 3 AND ABOVE ADAS SYSTEMS: ECOSYSTEM MAPPING
  • FIGURE 13 REDUNDANCY IN MERCEDES-BENZ'S 'DRIVE PILOT'