시장보고서
상품코드
1513560

세계의 자율 배송 산업(2024년)

Autonomous Delivery Industry Research Report, 2024

발행일: | 리서치사: ResearchInChina | 페이지 정보: 영문 205 Pages | 배송안내 : 1-2일 (영업일 기준)

    
    
    



※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

1. 자율 배송 차량가 통상 운행에 들어가 강소성은 전국의 최첨단을 달리고 있습니다.

지금까지 자율 배송은 신속 배송, 슈퍼마켓, 자동 소매 등의 장면에 응용되고 있습니다. 속달 기업에서는 자율 배송의 정상적인 응용이 실현되고 있습니다. 지역별로는 2023년 초-2024년 5월에, 속달 기업에 있어서의 자율 배송 차량의 통상 운행은 주로 화동, 화북, 화서북에 집중했습니다. 구체적으로는 화동지구에서 가장 자율주행차가 많아 주로 강소성, 안후이성, 절강성에 퍼져 있습니다. 성별 순위는 장쑤성 > 안후이성 > 산시성 > 절강성 > 산서성 > 사천성 > 허베이성/베이징시가 되었습니다.

장쑤성은 보통 운행하는 자율 배송 차량의 수가 가장 많고, 소주시는 장쑤성, 심지어 전국에서 가장 속달기업의 자율 배송 차량가 많은 도시입니다. Standing Committee of the 14th Jiangsu Provincial Peoples Congress는 2023년 11월 전국에 앞서 Internet of Vehicles와 지능형 커넥티드 차량의 개발을 촉진하는 법률을 제정하고 Decision on Promoting the Development of Internet of Vehicles and Intelligent Connected 승인했습니다. 2024년 4월까지 쑤저우시 쇼죠구에서는 41대의 자율 배송 차량가 통상 운행하고, 매일 약 1만 4,000개의 소포를 배송하고 있습니다. 쇼죠구는 SF Express, Yunda Express, STO Express 등의 속달업체와 깊은 협력 관계를 맺었습니다.

2.「옥외 자율 주행차 실내 로봇」은 자율적으로 목적지에 직접 배송할 수 있습니다.

2023년 6월, 「옥외 자율 주행차 실내 로봇」통합 AI 배송 솔루션이 China Postal Express& Logistics의 본사에서 정식으로 발표되었습니다. 이 새로운 솔루션은 야외 자율 주행 차량과 다양한 실내 로봇을 결합하여 다양한 시나리오에서 목적지로 상품을 직접 전달할 가능성이 있습니다. 예를 들어, 옥외 자율주행차가 실내 로봇에 접촉하고, 우편실의 스탭이 로봇을 조작해 상품을 배송처에 전달해, 응용자가 WeChat 앱으로 커피를 주문하면 로봇이 배송해, 응용자가 EMS의 WeChat 앱으로 주문하면 로봇이 상품을 받게 됩니다.

옥외 자율 주행차 실내 로봇의 배송 솔루션은 주로 옥외 자율 주행차의 슈퍼 섀시와 슈퍼 브레인에 의존하고 다양한 실내 로봇과 접촉하여 집중적인 공유, 폭넓은 협력, 실시간 스케줄링을 실시 합니다. 한편, 실내 로봇은 완전한 지각,인지 기능 컴포넌트와 성숙한 측위,네비게이션 기능 컴포넌트를 갖추고 있어, 1개의 키로 엘리베이터를 호출하거나, 전자 문을 열거나, 개찰구를 통과하거나, IoT에 액세스해 수 있습니다.

2024년 4월, EMS의 WeChat 앱이 로봇의 호별 배송 서비스를 시작했습니다. 이 앱의 배송 페이지에는 "로봇 호별 배송"옵션이 추가되어 있습니다. 큰 공원이나 대학 등에서는 배송업자가 자율주행차를 조작하여 아래층으로 짐을 운반하고 실내 로봇이 자동으로 목적지까지 "중계"합니다.

3. 자율 배송 기술은 빠르게 반복되고 BEV Transformer의 지각 기술이 차량에 상륙했습니다.

NEOLIX의 알고리즘 구조는 1단계의 가벼운 지각과 무거운 지도, 2단계의 무거운 지각과 가벼운 지도, 3단계의 기초 모델의 4차원 지각에 기초한 실시간 지도 생성의 3단계를 거칩니다.

자율운전 소프트웨어의 기술 수준에서 Neolix의 자율주행차 X3 Plus는 자율운전의 기본기술 아키텍처 논리를 엄격하게 답습하고, 멀티모달 BEV공간 4D 시계열 융합지각기술을 채용하여 Orion-X를 탑재 융합 전의 BEV 지각을 실현하고 Transformer 지각 기초 모델을 활용하여 연속 시계열의 멀티 센서 데이터를 실시간으로 처리하여 사각 제로, 고정밀도, 고견뢰도의 환경 지각을 실현합니다.

본 보고서에서는 중국 자율 배송산업에 대한 조사 분석, 자율 배송 차량 현황, 자율 배송로봇의 응용 시나리오와 솔루션 제공업체, 향후 연구개발 동향 예측 등의 정보를 제공합니다.

목차

제1장 자율 배송 산업의 개요

  • 자율 배송산업의 정의와 분류
  • 국외의 자율 배송 관리 정책
  • 중국 자율 배송 차량의 노상 테스트와 운용 에리어의 요약(1)
  • 중국 자율 배송 차량의 노상 테스트와 운용 에리어의 요약(2)
  • 중국 자율 배송 차량의 노상 테스트와 운용 에리어의 요약(3)
  • 자율 배송 차량의 노상 시험과 상업용 실증 관리 조치의 정책 예 : 베이징(2023년 2월)
  • 중국에서 자율 배송 차량가 정식으로 주행을 개시한 지역의 요약
  • 중국 자율 배송 차량의 개발에 있어서의 문제점
  • 자율 배송 차량의 규모 확대와 상업화 촉진에 관한 제안
  • 자율 배송의 산업 체인
  • 자율 배송 차량 솔루션 공급자의 요약
  • 자율 배송 차량 애플리케이션 프로바이더와 제휴의 요약(1)
  • 자율 배송 차량 애플리케이션 프로바이더와 제휴의 요약(2)
  • 자율 배송 차량 애플리케이션/솔루션 제공업체의 요약
  • 자율 배송 로봇 솔루션 제공업체의 요약(1)
  • 자율 배송 로봇 솔루션 제공업체의 요약(2)
  • 자율 배송 로봇 솔루션 제공업체의 요약(3)

제2장 자율 배송 차량의 개요와 응용 사례

  • 자율 배송 차량의 개요
  • 7의 산업 체인
  • DADA의 응용 솔루션
  • Meituan의 응용과 솔루션
  • Cainiao의 응용 및 솔루션
  • JD.com의 응용 및 솔루션
  • SF의 응용과 솔루션
  • China Post의 응용 및 솔루션
  • YTO의 응용 솔루션
  • ZTO의 응용 솔루션

제3장 자율 배송 차량 솔루션 제공업체

  • Neolix
  • Go Further AI
  • ZELOS
  • Haomo.AI
  • White Rhino

제4장 자율 배송 로봇의 응용 시나리오와 솔루션

  • 자율 배송 로봇의 유형
  • 호텔에서의 자율 배송 로봇의 응용 시나리오와 솔루션
  • 오피스 빌딩에 있어서의 자율 배송 로봇의 응용 시나리오와 솔루션
  • 쇼핑몰의 자율 배송 로봇의 응용 시나리오와 솔루션

제5장 자율 배송 로봇 솔루션 제공업체

  • OrionStar
  • Keenon
  • PUDU
  • LimX Dynamics

제6장 자율 배송의 개발 동향

BJH 24.07.25

Autonomous Delivery Research: Foundation Models Promote the Normal Application of Autonomous Delivery in Multiple Scenarios

Autonomous Delivery Industry Research Report, 2024 released by ResearchInChina combs and studies the status quo of autonomous delivery vehicles in the autonomous delivery industry, the application scenarios of autonomous delivery robots and solution providers, as well as predicts the future development trends of autonomous delivery.

1. Autonomous delivery vehicles have entered normal operation, and Jiangsu Province is at the forefront of the country.

So far, autonomous delivery has been applied to express delivery, supermarkets, autonomous retail and other scenarios. The normal application of autonomous delivery has been realized in express delivery enterprises. By region, the normal operation of autonomous delivery vehicles in express delivery enterprises was mainly concentrated in East China, North China and Northwest China during the period from early 2023 to May 2024. Specifically: East China saw the most autonomous delivery vehicles, which mainly spread in Jiangsu, Anhui and Zhejiang. By province, the ranking is Jiangsu > Anhui > Shaanxi > Zhejiang > Shanxi > Sichuan > Hebei/Beijing.

Jiangsu Province has the largest number of autonomous delivery vehicles in normal operation, and Suzhou is the city with the most autonomous delivery vehicles in express delivery enterprises in Jiangsu and even the whole country. In November 2023, Jiangsu took the lead in the country to enact legislation to promote the development of Internet of Vehicles and intelligent connected vehicles: the Standing Committee of the 14th Jiangsu Provincial People's Congress approved the "Decision on Promoting the Development of Internet of Vehicles and Intelligent Connected Vehicles", which made guiding and authoritative provisions on the passage and management of autonomous driving equipment such as autonomous delivery vehicles on roads and came into effect on January 1, 2024. By April 2024, there had been 41 autonomous delivery vehicles in normal operation in Xiangcheng District of Suzhou, delivering about 14,000 parcels every day. Xiangcheng District reached in-depth cooperation with express delivery companies such as SF Express, Yunda Express and STO Express.

The following indicates the normal operation of autonomous delivery vehicles in express delivery enterprises by province:

  • 2. "Outdoor autonomous vehicles + indoor robots" can accomplish autonomous direct delivery to destinations.

In June 2023, an "outdoor autonomous vehicles + indoor robots" integrated AI delivery solution was officially launched in the headquarters of China Postal Express & Logistics. The new solution can combine outdoor autonomous vehicles with different indoor robots to directly deliver goods to destinations in a variety of scenarios. For example, outdoor autonomous vehicles contact indoor robots, mailroom staff operate robots to deliver goods to destinations, users can order coffee via WeChat applets which is then delivered by robots, and robots pick up items after users place orders on the WeChat applet of EMS.

The "outdoor autonomous vehicles + indoor robots" delivery solution mainly relies on the super chassis and super brains of outdoor autonomous vehicles to contact different indoor robots for intensive sharing, wide cooperation and real-time scheduling, while indoor robots have complete perception and cognitive functional components as well as mature positioning and navigation functional components to summon elevators with one key, open electronic doors, pass turnstiles and access Internet of Things.

In April 2024, the WeChat applet of EMS launched the robot door-to-door delivery service. On the delivery page of the applet, there is an additional "robot door-to-door" delivery option. In large parks, universities and other places, couriers operate autonomous vehicles to transport parcels downstairs, and them indoor robots automatically "relay" them to destinations.

3. Autonomous delivery technology has been rapidly iterated, and BEV+Transformer perception technology has landed on vehicles.

The algorithm structure of NEOLIX has gone through three stages, from first stage of light perception and heavy maps, to the second stage of heavy perception and light maps, and to the third stage of real-time map generation based on 4D perception of foundation models.

On the technical level of autonomous driving software, X3 Plus, Neolix's autonomous vehicle, strictly follows the underlying technical architecture logic of autonomous driving, adopts the multi-modal BEV space 4D time sequence fusion perception technology, carries Orion-X to realize pre-fusion BEV perception, and leverages the Transformer perception foundation model to process multi-sensor data of continuous time series in real time and realize zero-blind-spot, high-precision and high-robustness environmental perception.

In BEV space, time sequence fusion is carried out to form 4D space. At the same time, complex traffic flow reinforcement learning (TFRL) allows autonomous vehicles to interact with other road participants and predict their future behavior, so as to conduct better planning and control. Neolix's autonomous driving system has the capability of autonomous learning, so that it can perceive more complex obstacles, handle more complicated roads, and make autonomous delivery easy.

In other words, all the features of 2 lidars and 11 panoramic cameras are converted into the BEV space for fusion, and more comprehensive perception is fulfilled based on the fused features. This system can make full use of the advantages of each sensor, and overcome the corresponding shortcomings, so as to perform perfect perception within a range of 40m front and rear and 30m left and right, and ensure that autonomous vehicles can accurately detect objects and lane lines and recognize traffic lights, thus guaranteeing the driving safety of autonomous vehicles.

Table of Contents

1 Overview of Autonomous Delivery Industry

  • 1.1 Definition and Classification of Autonomous Delivery Industry
  • 1.2 Overseas Autonomous Delivery Management Policies
  • 1.3 Summary of Road Tests and Operation Areas of Autonomous Delivery Vehicles in China (1)
  • 1.3 Summary of Road Tests and Operation Areas of Autonomous Delivery Vehicles in China (2)
  • 1.3 Summary of Road Tests and Operation Areas of Autonomous Delivery Vehicles in China (3)
  • 1.4 Policy Example of Road Tests and Commercial Demonstration Management Measures for Autonomous Delivery Vehicles: Beijing (February 2023)
  • 1.5 Summary of Regions Where Autonomous Delivery Vehicles Officially Hit the Road in China
  • 1.6 Problems in the Development of Autonomous Delivery Vehicles in China
  • 1.7 Suggestions on Promoting the Scale and Commercialization of Autonomous Delivery Vehicles
  • 1.8 Autonomous Delivery Industry Chain
  • 1.9 Summary of Autonomous Delivery Vehicle Solution Providers
  • 1.10 Summary of Autonomous Delivery Vehicle Application Providers and Cooperation (1)
  • 1.10 Summary of Autonomous Delivery Vehicle Application Providers and Cooperation (2)
  • 1.11 Summary of Autonomous Delivery Vehicle Application Providers and Solution Providers
  • 1.12 Summary of Autonomous Delivery Robot Solution Providers (1)
  • 1.12 Summary of Autonomous Delivery Robot Solution Providers (2)
  • 1.12 Summary of Autonomous Delivery Robot Solution Providers (3)

2 Overview and Application Cases of Autonomous Delivery Vehicles

  • 2.1 Overview of Autonomous Delivery Vehicles
    • 2.1.1 Product Types
    • 2.1.2 Application Scenarios
    • 2.1.3 Composition
    • 2.1.4 Core Technology
    • 2.1.5 Core Parts
    • 2.1.6 Main Cost
  • 2.1. 7 Industry Chain
    • 2.1.8 Latest Financing
  • 2.2 Application Solutions of DADA
    • 2.2.1 Open Autonomous Delivery Platform
    • 2.2.2 Delivery Capacity Modes
    • 2.2.3 Cooperation with Autonomous Delivery Vehicle Companies
    • 2.2.4 Cases of Cooperation with Autonomous Delivery Vehicle Companies
    • 2.2.5 Application Cases
  • 2.3 Application and Solutions of Meituan
    • 2.3.1 Autonomous Delivery Vehicle Solutions
    • 2.3.2 Core Technology of Autonomous Delivery Vehicles
    • 2.3.3 The First Open Road Test of Automatic Delivery Vehicles
    • 2.3.4 Application Scenario Cases
  • 2.4 Application and Solutions of Cainiao
    • 2.4.1 Autonomous Delivery Vehicle Solutions
    • 2.4.2 Summary of Universities Where Autonomous Delivery Vehicles Are Used
    • 2.4.3 Application Scenario Cases
  • 2.5 Application and Solutions of JD.com
    • 2.5.1 Autonomous Delivery Vehicle Solutions (1)
    • 2.5.2 Autonomous Delivery Vehicle Solutions (2)
    • 2.5.3 Application Scenario Cases (1)
    • 2.5.4 Application Scenario Cases (2)
    • 2.5.5 Application Scenario Cases (3)
    • 2.5.6 Application Scenario Cases (4)
  • 2.6 Application and Solutions of SF
    • 2.6.1 Autonomous Delivery Vehicle Solutions (1)
    • 2.6.2 Autonomous Delivery Vehicle Solutions (2)
    • 2.6.3 Autonomous Delivery Vehicle Solutions (3)
    • 2.6.4 Summary of the First Batch of Autonomous Delivery Vehicles on the Road in Cities
    • 2.6.5 Application Scenario Cases (1)
    • 2.6.6 Application Scenario Cases (2)
    • 2.6.7 Cases of Cooperation with Autonomous Delivery Vehicle Companies
  • 2.7 Application and Solutions of China Post
    • 2.7.1 Summary of Solutions in Cooperation with Autonomous Delivery Vehicle Companies
    • 2.7.2 Latest Autonomous Delivery Vehicle Solutions (1)
    • 2.7.2 Latest Autonomous Delivery Vehicle Solutions (2)
    • 2.7.3 Usage of Autonomous Delivery Vehicles in Cities and Outlets
    • 2.7.4 Application Cases (1)
    • 2.7.5 Application Cases (2)
  • 2.8 Application Solutions of YTO
    • 2.8.1 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (1)
    • 2.8.2 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (2)
    • 2.8.3 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (3)
    • 2.8.4 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (4)
    • 2.8.5 Summary of the First Batch of Autonomous Delivery Vehicles on the Road in Cities
    • 2.8.6 Application Cases
  • 2.9 Application Solutions of ZTO
    • 2.9.1 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (1)
    • 2.9.2 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (2)
    • 2.9.3 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (3)
    • 2.9.4 Summary of the First Batch of Autonomous Delivery Vehicles on the Road in Cities
    • 2.9.5 Application Cases of Autonomous Delivery Vehicles
    • 2.9.6 Autonomous Vehicle Operation and Supervision Platform

3 Autonomous Delivery Vehicle Solution Providers

  • 3.1 Neolix
    • 3.1.1 Summary of Autonomous Delivery Vehicle Solutions
    • 3.1.2 Latest Autonomous Delivery Vehicle Solutions (1)
    • 3.1.2 Latest Autonomous Delivery Vehicle Solutions (2)
    • 3.1.3 Core Technology of Autonomous Delivery Vehicles (1)
    • 3.1.3 Core Technology of Autonomous Delivery Vehicles (2)
    • 3.1.4 Summary of Road Rights of Autonomous Delivery Vehicles in Key Cities in China
    • 3.1.5 Overseas Landing of Autonomous Delivery Vehicles and Cooperation
    • 3.1.6 Application Scenarios of Autonomous Delivery Vehicles and Cooperation
    • 3.1.7 Cases of Cooperation in Autonomous Delivery Vehicle Technology (1)
    • 3.1.8 Cases of Cooperation in Autonomous Delivery Vehicle Technology (2) and Financing Layout
  • 3.2 Go Further AI
    • 3.2.1 Autonomous Delivery Vehicle Solutions (1)
    • 3.2.2 Autonomous Delivery Vehicle Solutions (2)
    • 3.2.3 Autonomous Delivery Vehicle Solutions (3)
    • 3.2.4 Core Technology of Autonomous Delivery Vehicles (1)
    • 3.2.4 Core Technology of Autonomous Delivery Vehicles (2)
    • 3.2.5 Summary of Application Solutions of Autonomous Delivery Vehicles
    • 3.2.6 Summary of Regions Where Autonomous Delivery Vehicles Are Used and Services
  • 3.3 ZELOS
    • 3.3.1 Autonomous Delivery Vehicle Solutions
    • 3.3.2 Technical Framework and Operation Platform of Autonomous Delivery Vehicles
    • 3.3.3 Core Technology of Autonomous Delivery Vehicles (1)
    • 3.3.3 Core Technology of Autonomous Delivery Vehicles (2)
    • 3.3.4 Application Solutions of Autonomous Delivery Vehicles
  • 3.4 Haomo.AI
    • 3.4.1 Autonomous Delivery Vehicle Solutions (1)
    • 3.4.2 Autonomous Delivery Vehicle Solutions (2)
    • 3.4.3 Cooperation in Autonomous Delivery Vehicle Technology
    • 3.4.4 Manufacturing Bases of Autonomous Delivery Vehicles
    • 3.4.5 Application Solutions of Autonomous Delivery Vehicles
  • 3.5 White Rhino
    • 3.5.1 Autonomous Delivery Vehicle Solutions and Application Solutions (1)
    • 3.5.2 Autonomous Delivery Vehicle Solutions and Application Solutions (2)
    • 3.5.3 Core Technology of Autonomous Delivery Vehicles

4 Application Scenarios and Solutions of Autonomous Delivery Robots

  • 4.1 Types of Autonomous Delivery Robots
  • 4.2 Application Scenarios and Solutions of Autonomous Delivery Robots in Hotels
    • 4.2.1 Application Cases of Autonomous Delivery Robots in Hotels (1)
    • 4.2.2 Application Cases of Autonomous Delivery Robots in Hotels (2)
    • 4.2.3 Application Cases of Autonomous Delivery Robots in Hotels (3)
    • 4.2.4 Application Cases of Autonomous Delivery Robots in Hotels (4)
  • 4.3 Application Scenarios and Solutions of Autonomous Delivery Robots in Office Buildings
    • 4.3.1 Application Cases of Autonomous Delivery Robots in Office Buildings (1)
    • 4.3.2 Application Cases of Autonomous Delivery Robots in Office Buildings (2)
    • 4.3.3 Solutions of Autonomous Delivery Robots in Office Buildings
  • 4.4 Application Scenarios and Solutions of Autonomous Delivery Robots in Shopping Malls
    • 4.4.1 Application Cases of Autonomous Delivery Robots in Shopping Malls (1)
    • 4.4.2 Application Cases of Autonomous Delivery Robots in Shopping Malls (2)
    • 4.4.3 Solutions of Autonomous Delivery Robots in Shopping Malls

5 Autonomous Delivery Robot Solution Providers

  • 5.1 OrionStar
    • 5.1.1 Autonomous Delivery Robot Solutions (1)
    • 5.1.1 Autonomous Delivery Robot Solutions (1)
    • 5.1.2 Autonomous Delivery Robot Solutions (2)
    • 5.1.2 Autonomous Delivery Robot Solutions (2)
  • 5.2 Keenon
    • 5.2.1 Autonomous Delivery Robot Solutions
    • 5.2.2 Application Scenarios and Cooperation Cases of Autonomous Delivery Robots
  • 5.3 PUDU
    • 5.3.1 Autonomous Delivery Robot Solutions (1)
    • 5.3.1 Autonomous Delivery Robot Solutions (2)
    • 5.3.2 Application Scenarios and Cooperation Cases of Autonomous Delivery Robots
    • 5.3.3 Autonomous Quadruped Delivery Robot Solutions (1)
    • 5.3.3 Autonomous Quadruped Delivery Robot Solutions (2)
  • 5.4 LimX Dynamics
    • 5.4.1 Autonomous Quadruped Delivery Robot Solutions (1)
    • 5.4.1 Autonomous Quadruped Delivery Robot Solutions (2)
    • 5.4.2 Autonomous Bipedal Delivery Robot Solutions
    • 5.4.3 Core Technology of Autonomous Delivery Robots and Latest Financing

6 Development Trends of Autonomous Delivery

  • 6.1 Trend 1
  • 6.2 Trend 2
  • 6.3 Trend 3
  • 6.4 Trend 4
  • 6.5 Trend 5
  • 6.6 Trend 6
  • 6.7 Trend 7
  • 6.8 Trend 8
  • 6.9 Trend 9
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