自动驾驶移动性期刊 全球最新发展

Latest developments worldwide EDITION V C O N T E N T F O R E W O R D31 .I N D U S T R Y D Y N A M I C S42 .U S E C A S E O F T H E S E M E S T E R1 03 .C I T Y O F T H E S E M E S T E R : B E I J I N G1 44 .I N T E R V I E W O F T H E S E M E S T E R1 8 HASSAN KHAIRATPrincipal, TTHDubai JOSEPH SALEMPartner, Head of Travel,Transportation & Hospitality (TTH)Middle East RAGHAV BHASINManager, TTHDubai SAMIR IMRANPartner, TTHDubai XIAO YANGConsultant, GrowthTokyo ACHRAF JOUMAAPartner, TTHDubai WALID BENHAMMADIConsultant, TTHDubai MICK AEL TAUVELPartner, TTHParis K ARIM SAFIConsultant, TTHDubai ANTONIO SEMERAROPrincipal, TTHDubai ALEX ANDER SOKOLOVSKIYConsultant, TTHDubai PHILIPP SEIDELPrincipal, TTH, Automotive& Manufactured GoodsMunich F O R E W O R D Dear reader, In response to interest generated by the previous four editions andour ongoing commitment to deliver cutting-edge insights on theautonomous mobility sector, we are excited to share the 5th editionof ourAutonomous Mobility Journal. Previous editions highlighted the transformative potential ofautonomous technology; now, over the course of 2024, amidstongoing advancements, we find ourselves reviewing the degree ofactual integration of autonomous vehicles (AVs) into our daily lives. In today’s context, we foresee a growing interest in the research,development, and imminent rollout of autonomous mobilitysolutions across the transport value chain, allowing mobilityindustry players to innovate and cater to shifting consumerpreferences. This includes public transit as well as logisticsandfreight transport. Industry players, both public and private, must remain vigilant inrecognizing the transformative potential of autonomous mobility.As we navigate this paradigm shift, it is imperative to anticipateandaddress the challenges and opportunities that lie ahead. Throughout the past year, our collaboration with global mobilitystakeholders has provided insights into emerging trends,opportunities, and challenges. In this journal, we share our findingsand offer perspectives on the evolving landscape of autonomousmobility in 2025 and beyond. While the journey toward full-scale adoption of autonomoussolutions remains ongoing and rigorous, the momentum isundeniable. We invite you to explore the latest industry dynamics,key considerations, and challenges that are shaping the future ofautonomous mobility. We hope that you enjoy reading, and we lookforward to hearing your ideas, thoughts, and queries. Joseph Salem Partner, Head of Travel, Transportation & Hospitality, Middle EastArthur D. Little 1 .I N D U S T R Y D Y N A M I C S Despite a sluggish venture-funding environmentthat has hit its lowest point since 2021,1theautonomous driving sector has continued itsquest for commercialization. In this chapter, weexplore select trends and pressing issues in theautonomous driving industry: CONTINUOUS EXPANSION OFAV TESTING & DEPLOYMENT The subdued venture-funding climate has notprevented real-world testing and deployment ofAVs. On the contrary, AV companies are scalingup testing and commercial pilot efforts globally,most notably in the US and China. Nevertheless,contrasting players are driving the AV testinglandscape, which clearly differs between theUSand China. -Continuous expansion of AV testing anddevelopment.Real-world testing anddeployment of self-driving vehicles, includingtaxis, buses, and shuttles, are expandingglobally, with examples like Baidu’s Apollorobotaxi service in China, Beep’s roboshuttleplatform in the US, and the testing ofrobobuses in Norway and Scotland. In the US, Waymo (and Cruise, prior to itsclosure in 2024 following safety concerns andregulatory scrutiny from a 2023 accident in SanFrancisco) has expanded its robotaxi services,which do not use a safety driver, beyondCalifornia and into Arizona. It also recentlymade its driverless rides available in SanFrancisco. Meanwhile, Chinese firms like self-driving software company WeRide, Pony.ai, andBaidu Apollo are all expanding their testing andcommercialization footprints. Baidu Apollo haslaunched fully driverless robotaxi pilots acrossmultiple cities and initiated 24/7 operationsin early 2024 as on-road data accumulated,steadily improving the technology. However,robotaxis remain limited to geo-fenced areaswith lighter traffic and pedestrian flows. -Financial struggles and new avenues forprofitability.Investors are shifting their focusfrom Level 4/Level 5 autonomous driving2tomore targeted applications, including truckingand last-mile delivery. This is illustrated byfunding rounds in companies such as Stack AV,Aurora, and Oxa (formerly Oxbotica).- Full ecosystem play as key to successful AVcommercialization.AV companies integrateautonomous driving algorithms, processinputs from sources like sensors and high-definition maps, and operate self-drivingvehicles. The successful commercialization ofthese companies calls for taking an ecosystemapproach and collaborating with the publ