全球自動駕駛平台之產業分析

Abstract

自駕車的快速發展，將持續著改變用車人的使用習慣、消費習慣、與消費動機，近年來大家最關心的還是在自駕車的形成對於用車人的使用便利、安全性上的話題上。自駕車可以創造許多的經濟效益包含節省不必要的時間浪費及避免車禍發生等等。自從2010年開始車廠及各大科技大廠和一階供應商等等皆都紛紛向自動駕駛系統投入大量研發資源。 本論文提出自動駕駛技術的生態系統，將全球自動駕駛平台分為主要六大平台，在技術部分又分為八大技術元件，分析彼此之間的合作、競爭、競合關係，還有車廠及一級供應商與共享平台之間的關係，進而了解誰在賽局中更有可能勝出。

Self-driving vehicle is going to fast develop and will also impact the user experience，consumer purchase habit and purchase motivation. In the coming years most of users care about the self-driving vehicle will bring the benefit of convenient and safety. Self -driving vehicle will create the economic benefit included saving the cost and time as well as avoiding the traffic accidents. Since 2010s，Car makers and IT companies all allocate the resource into the self-driving technology. This study seeks to explore the development of ecosystems led by six firms:Nvidia，Intel-Mobileye，Google-Waymo，Microsoft，Baidu and Tencent. It particular focusses on the coopetition relationship among these six firms and their ecosystem participants. The findings present that ecosystem leaders commit differently on different technologies and therefore open up cooperative potentials with each other.