Download - Autonomous truck foundation technologies ushering new era in commercial trucking

KEY COMPETITORS

Urbanization Regulatory Environment

VolatileFuel Prices

Driver Shortage

HEALTH, WELLNES AND

WELLBEING

CONNECTIVITY AND

CONVERGENCE

Expansionof Mega

Corridors

Customization

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THE LAST WORD

Level 3 autonomous trucks will reach ~3,500 units in 2025, enabled by the convergence of advanced safety technologies and sub-systems while Level 4 autonomous trucks will enter the market after 2035.

The advent of autonomous driving technologies and vehicles will usher new value chain partners such as IT companies, cybersecurity companies and algorithm-based developers in the trucking industry.

Tier I suppliers/new autonomous entrants (Otto) will enter the retrofit market for autonomous driving technologies to develop solutions with IT software companies, safety and connectivity system suppliers.

AUTOMATED MOBILITY SIGNIFIES THE NEXTFRONTIER OF COMPETITION

KEY QUESTIONS THIS WILL ANSWER

What trends (e.g., regulatory, economic, and operational) are affecting the market?

What technologies will be key to developing a fully autonomous truck (level 3 and above)?

What are the strategic approaches of OEMs and Tier I suppliers to the potential application ofautonomous driving technologies in the trucking industry?

AUTONOMOUS TRUCK FOUNDATIONTECHNOLOGIES USHERING NEW ERAIN COMMERCIAL TRUCKING

NoneElectric-hydraulicpower steering(EHPS)Electric brakingsystem (EBS)Electronic throttlecontrolAdaptive cruisecontrol (ACC)Advanced driverassistance system (ADAS)

Vehicle toeverything (V2X)Dedicatedshort-rangecommunication(DSRC)Integrated safetysystems (ISS)CamerasSensors

IntersectionassistRedundancybackup forconnectivitySelf-drivingcapability untildriver takes overcontrol

Multipleredundancies(hardware)AI (software)

~2025-2028~2019-2022~2015-2020Today ~2035+

LEVEL 3TRUCKPLATOONINGLEVEL 2LEVEL 1 LEVEL 4

$0

$5,000-

$10,000 $5,000-

$10,000$20,000-

$25,000 $30,000

DEGR

EE O

FAU

TOMA

TION

KEY MEGA TRENDS

NORTH AMERICA

REST OF THE WORLD

EUROPERUSSIA

CHINA

JAPAN

AUSTRALIA

In 2035, an estimated 179,473 level 3 autonomous-enabled trucks will be commercially sold for on-road applications globally, up from 8,310 units in 2025.

GLOBAL AUTOMATED TRUCK ADOPTION

3

7

2 5 6

4

1

TOTAL MARKET,2035

Automated Truck Adoption, Global, 2035

# Ranking by government support of autonomous commercial vehicle technology

LEVEL 2

LEVEL 4LEVEL 3

Source: Frost & Sullivan