Investment Rating - The report does not provide a specific investment rating for the ADAS industry [5] Core Insights - The ADAS (Advanced Driver Assistance System) industry is experiencing rapid growth driven by increasing safety awareness among consumers and technological advancements. The market is expected to expand significantly, with a projected compound annual growth rate (CAGR) of 7.37% from 2024 to 2028 [37][38] - The industry is characterized by a diverse user base, with demand driven by the need for enhanced driving safety. However, differences in technical standards and regulations pose challenges to development [12][14] - The ADAS market is transitioning from a vertical supply chain to a network structure, with a focus on software-defined vehicles and collaborative partnerships among traditional automakers and tech companies [23][32] Summary by Sections Industry Definition - ADAS refers to systems that enhance vehicle safety through electronic control and multi-sensor integration, covering L0 to L2 levels of intelligent driving technology [6][12] Industry Classification - The ADAS industry can be categorized into information assistance systems and control assistance systems, with various functionalities such as AEB (Autonomous Emergency Braking) and ACC (Adaptive Cruise Control) [7][8] Industry Characteristics - Key characteristics include a diverse user profile, varying technical and regulatory requirements, a "technology + service" business model, and a need for improved domestic R&D capabilities in core components [12][17] Development History - The ADAS industry has evolved through three stages: the embryonic stage (1980-2000), the initiation stage (2000-2020), and the rapid development stage (2020-present), with significant advancements in technology and market acceptance [18][20][21] Industry Scale - The market size of the ADAS industry grew from $2.254 billion in 2018 to $8.835 billion in 2023, with a CAGR of 31.42%. It is projected to reach $12.961 billion by 2028 [37][38] Policy Analysis - Various policies have been implemented to support the ADAS market, including mandatory safety features in vehicles and regulations that promote the adoption of ADAS technologies [38][45] Competitive Landscape - The ADAS market is highly competitive, with international giants like Bosch and Continental leading, while domestic suppliers are rapidly emerging. The competition is intensified by growing market demand and supportive policies [51][52]
企业竞争图谱：2024年ADAS高级驾驶辅助系统 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-21 12:31