2018 L4 2 L4 L4+L4 L4 L4 L4/3 1L4 2L4 34 5 4 L4 SAE L0-L5 L1L3 L4 L4 L5 L4 SAESAE L0 No Automation L1 Driver Assistance L2 Partial Automation L3 Conditional Automation L4 High Automation L5 Full Automation 5 Lidar Tier2 L4 L5 OEMs Tier1s ADAS L1L3 Tier1&OEM&6 ADAS L4 L4 L4 OEMs Tier1s(ADAS)L1L3 Tesla S/X/3 L2:Autopilot 2.0:8 1 12-CT6 L2:Super Cruise GPS/IMU A8 L3 L3:zFAS;60KM/h 1 Ibeo Scala12 5 67,L4L5 Waymo Google 2015 Cruise Argo.ai Cruise Automation L4 5.8 5 8 16 1 2 IMU Waymo L4 Google 09 MPD 1 1 4 4 8 1 3 IMU Uber L4 6.8 Otto 1 4 7 IMU8 1L4 2L4 3 45 9 L4 2W1H L4+GNSS+GNSS/IMU+GNSS 10 GNSS/IMU GNSS/IMU 3D 200 500 Lidar 200 3 10 11 70 3D Velodyne HDL-64 7.5 1000m 200m 5mm 20mm 10kg 1kg 12 L3 3D 100&Velodyne代表性 品：HDL-64性能：探 距离：120m；角度（垂直/水平）：26.8/360；量 精：2 厘米；垂直角分辨率：2;造价：近8 万美元；Velodyne HDL-64 Quanergy代表性 品：S3性能：探 距离：150m；角度（垂直/水平）：10/120；量 精：4 厘米；垂直角分辨率：0.1；造价：500250 美元；S3 Ibeo代表性 品：SCALA性能：探 距离：150m；角度（垂直/水平）：3.2/145；量 精：0.1m；垂直角分辨率：0.25；造价:250 美元；SCALA Ibeo Valeo 48L4 SCALA 250 代表性 品：C-Fans性能：探 距离：200m；角度（垂直/水平）：30/150；量 精：2 厘米；垂直角分辨率：0.23 0.46；造价：超 10 万元；C-Fans 128 128 200m 3D-Flash MEMs OPA 13 IC Tier1 L4 Tier1 Intel Altera FPGA Movidius Mobileye&Audi DelphizFAS Mobileye EyeQ3 360 Nvidia Intel-Altera Cyclone V Infenion-Aurix TC297T Delphi CSLP MDC Mobileye REM Ottomotika Mobileye EyeQ4/Q5 REM Dehlphi 5000 NXP Bluebox NXP S32V+LS2088 Nvidia Xavier 8*Nvidia Custom ARM Xavier Volta iGPU(512 CUDA core)1214 L4 L4&Waymo Pony.Ai Embark TuSimple 8 6 5 10 1 14 1 32 2 163 2 32 1 4 4 3 3 3 Nvidia Xavier 13 GPS/IMU 1 GPS/IMU L4 15 L4 L4 612 312 5 12 GNSS/IMU 12 L4 50 12 1020 10 L4 4050 12 1020 050000100000150000200000250000300000350000400000450000 GNSS/IMU16 1L4 2L4 3 45 17 L4 L3 L4 18 19 L4 L4 ICT&2020 2025 1.2.3080km/h 3./4.5.1.2.80120km/h 3./4.5.1.2.30km/h 3./4.5.18 L4 L4 L4 1 2 L4 10 3 L4 4 L4 7*24&19 90%20 10 7 Wind 2017 2017 80%TEU 4018 2525-2464 2010 1830 1504 1040 970 627 472 6220 19%15%11%9%7%ONE7%5%3%3%2%19%Wind20 L4 AGV 7 26 120 130 AGV 630 TEU/AGV AGV L4 AGV AGV-400/500800/2050+;AGV L4 AGV 50 21 2017 27578 2366 328 7 130 AGV L4 AGV 6091 20 12.18 L4 8/TEU 2.4 Wind 2008-2017 3.4 85212.5 05418.5/TEU/TEU 251 280 298 302 309 321 322 325 329 328 2008 2009 2010 2011 2012 2013 2014 2015 2016 201722 7080%GDP 16%10%90%63%-34 挂停 不停 GDP 16.0%10.0%20%40%1015%1.9 94.8 300 1000 58/78/23 L4 2017 45.12%37.51%L4 2/3 3 Freight Transportation-Trucking&Logistics:An Intelligent Revolution is Coming-Morgan Stanley 30%23%10%9%9%4%5%10%9%23%9%10%10%2%5%32%23 12/2030 20 5 4 2/324-1500 3000 600 1200 20 1.2 12 Wind 168 174 187 201 315 395 461 473 502 534 530 569 592 01002003004005006007002005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017L4-2005-2017 万 25 L4 Waymo MPD Waymo 1 2 LED 2016 2017 2018 Waymo Tesla Tesla Waymo Uber Tesla Uber Tesla Waymo 26 1L4 2L4 3 45 27 L4 L4 L4 L4 2C 2B 2014 5 L4 Wind IHS0%10%20%30%40%50%60%70%020000400006000080000100000120000140000201620172018201920202021202220232024202520262027202820292030 L1-L5 L1/L2%L3%L4/L5%L1-L5%2008-2017&2016-2030 05001000150020002500300035002008 2009 2010 2011 2012 2013 2014 2015 2016 2017 28 3%5%15%20%25%50%1970 1980 1990 2000 2012 2020E%3C 1224 35 OTA-Autonomous Cars-Self-Driving the New Auto Industry Paradigm-Morgan Stanley Blue Paper 1993 A8 5 ECU2010 A8 ECU90%10%40%40%20%29 L4/-Mobileye宝-百度阿波 盟HERE MapScoop DriveNow-AQUANTIADFKI;HERE MapGett Momenta Here MapMyTaxi rideScout Car2Go Blacklane Cruise Automation Strobe Lyft SideCar Argo.ai Velodyne Civil MapsNiernberg NeuroscienceLyft-Uber-GoogleUber/Mobileye Altera Movidius Uber 阿波 盟 Uber Lyft-投 大量L4 自 公司；与Tier1 汽 子厂商开展合作 NXP 30 V2X-V2N-V2V-V2P-V2I-2018 DSRC LTE-V2X DSRC FunctionalityEntertainmentOnline Working 5G-V2X DNPW IMALTARoad Works Warning9.39.912.212.413.246485454560 20 40 60 31 Google Mobileye 14+-+-CR3 98%40%30%28%2%32/1.6 20%APP 4%96%15%9.34 3.4 1.87 1.6 2000 33 1L4 2L4 3 45 34 71%60%63%71%85%80%63%41%61%67%42%45%6 34%US China 2 1 2 2018 Tesla Uber Waymo TVRheinland 1-2 3 LTE-V 4 5-6 7 8 9 10 35 IPO 1 2 3 IPO IC 1.2.3.1.2.3.1.1.2.3.36 Keep Learning 400-026-2099 37