From the development history of ADAS/automotive driving, micro-network messages have been collected. Currently, the vehicles with self-driving function are mostly Level 1-Level 2. The DIGITIMES Research observed that the cost of software and hardware for self-driving cars has decreased due to the improvement of AI technology. As the commercial transportation market and personal consumption market gradually increase in volume, the proportion of self-driving cars above Level 3 (including) will be 25% in 2030.
DIGITIMES Research pointed out that the Level 1-Level 2 self-driving technology is relatively mature, and the next stage, the depot aims to develop Level 3 (including) or more self-driving cars. In the initial stage of introduction (2019-2025), Level 3 or more self-driving price due to driving. Up to about $170,000, the depots are mainly commercial vehicles at the application end, that is, there are no taxis. DIGITIMES Research estimates that after 2025, there will be opportunities for amplification in the consumer market, mainly due to the cost of self-driving software and hardware. It will be reduced to less than one-third of the current stage. At that time, the middle class will be able to afford it. It is worth noting that after 2025, self-driving cars will continue to grow in the commercial transportation market, mainly because the fare will be far lower than the human-powered taxis. And car sharing, which will drive total economic growth. The estimated market size in 2030 will be 8.3 times that of 2017. DIGITIMES Research believes that due to the maturity of AI technology and infrastructure development by 2030, the reliability of self-driving cars will increase, technically It can be driven on more complicated urban roads, and the consumer market and commercial market will grow at the same time. It is estimated that the self-driving market of Level 3 or above will reach 19.4 million units in 2030. However, it is considered in safety considerations. , Then Level 3 will be a high proportion, Level 5 estimates the proportion is still low.
