全球自动驾驶行业洞察报告(英文版)VIP专享

JOURNALEDITIONVLatestdevelopmentsworldwideAUTONOMOUSMOBILITYJOURNAL2025JOSEPHSALEMPartner,HeadofTravel,Transportation&Hospitality(TTH)MiddleEastSAMIRIMRANPartner,TTHDubaiACHRAFJOUMAAPartner,TTHDubaiMICKAELTAUVELPartner,TTHParisANTONIOSEMERAROPrincipal,TTHDubaiPHILIPPSEIDELPrincipal,TTH,Automotive&ManufacturedGoodsMunichHASSANKHAIRATPrincipal,TTHDubaiRAGHAVBHASINManager,TTHDubaiXIAOYANGConsultant,GrowthTokyoWALIDBENHAMMADIConsultant,TTHDubaiKARIMSAFIConsultant,TTHDubaiALEXANDERSOKOLOVSKIYConsultant,TTHDubaiCONTENTFOREWORD31.INDUSTRYDYNAMICS42.USECASEOFTHESEMESTER103.CITYOFTHESEMESTER:BEIJING144.INTERVIEWOFTHESEMESTER182Dearreader,Inresponsetointerestgeneratedbythepreviousfoureditionsandourongoingcommitmenttodelivercutting-edgeinsightsontheautonomousmobilitysector,weareexcitedtosharethe5theditionofourAutonomousMobilityJournal.Previouseditionshighlightedthetransformativepotentialofautonomoustechnology;now,overthecourseof2024,amidstongoingadvancements,wefindourselvesreviewingthedegreeofactualintegrationofautonomousvehicles(AVs)intoourdailylives.Intoday’scontext,weforeseeagrowinginterestintheresearch,development,andimminentrolloutofautonomousmobilitysolutionsacrossthetransportvaluechain,allowingmobilityindustryplayerstoinnovateandcatertoshiftingconsumerpreferences.Thisincludespublictransitaswellaslogisticsandfreighttransport.Industryplayers,bothpublicandprivate,mustremainvigilantinrecognizingthetransformativepotentialofautonomousmobility.Aswenavigatethisparadigmshift,itisimperativetoanticipateandaddressthechallengesandopportunitiesthatlieahead.Throughoutthepastyear,ourcollaborationwithglobalmobilitystakeholdershasprovidedinsightsintoemergingtrends,opportunities,andchallenges.Inthisjournal,weshareourfindingsandofferperspectivesontheevolvinglandscapeofautonomousmobilityin2025andbeyond.Whilethejourneytowardfull-scaleadoptionofautonomoussolutionsremainsongoingandrigorous,themomentumisundeniable.Weinviteyoutoexplorethelatestindustrydynamics,keyconsiderations,andchallengesthatareshapingthefutureofautonomousmobility.Wehopethatyouenjoyreading,andwelookforwardtohearingyourideas,thoughts,andqueries.JosephSalemPartner,HeadofTravel,Transportation&Hospitality,MiddleEastArthurD.LittleFOREWORDARTHURD.LITTLE31.INDUSTRYDYNAMICSDespiteasluggishventure-fundingenvironmentthathashititslowestpointsince2021,1theautonomousdrivingsectorhascontinueditsquestforcommercialization.Inthischapter,weexploreselecttrendsandpressingissuesintheautonomousdrivingindustry:-ContinuousexpansionofAVtestinganddevelopment.Real-worldtestinganddeploymentofself-drivingvehicles,includingtaxis,buses,andshuttles,areexpandingglobally,withexampleslikeBaidu’sApollorobotaxiserviceinChina,Beep’sroboshuttleplatformintheUS,andthetestingofrobobusesinNorwayandScotland.-Financialstrugglesandnewavenuesforprofitability.InvestorsareshiftingtheirfocusfromLevel4/Level5autonomousdriving2tomoretargetedapplications,includingtruckingandlast-miledelivery.ThisisillustratedbyfundingroundsincompaniessuchasStackAV,Aurora,andOxa(formerlyOxbotica).-FullecosystemplayaskeytosuccessfulAVcommercialization.AVcompaniesintegrateautonomousdrivingalgorithms,processinputsfromsourceslikesensorsandhigh-definitionmaps,andoperateself-drivingvehicles.Thesuccessfulcommercializationofthesecompaniescallsfortakinganecosystemapproachandcollaboratingwiththepublicsecto...

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