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TRANSCRIPT
Oct.15, 2015
Eric Chang /Consulting Service Center, Industry Analyst
12 October 2015 | Page 22
TRI
Outline
12 October 2015 | Page 5
20152015
8.9%
166-33.5%
336+5.8%
2,350+0.0% 610
+9.8%
1,762+4.1%
275-21.4%
318+3.1%
1,898+3.7.%
194+2.4%
93-21.7%
70-16.8%
178+7.2%
131+15.56%
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135,995
215,639
317,895
285,842
709,311170,766
-
100,000
200,000
300,000
400,000
500,000
600,000
700,000
2012 2013 2014 2015 E 2016 F
2015 1~8 28 (2014 1-6 ) 36%45
Nissan Leaf 30,00015%
BYD Qin 1~8 Mitsubishi Outlander PHEV8 3,500 Nissan Leaf Tesla
Model S 2015 Tesla Model S2015
2015 Top 3 (up to Aug)
Nissan Leaf
Tesla Model S
BYD Qin
2012-2015(PHEV+BEV)
12 October 2015 | Page 7
2015
20142015 1~8 177% 2015
60%Nissan Leaf Chevrolet Volt
Tesla Model X
Others2012 54,683 12,791 22,465 3,995 11,447 5,120 4,650 1,827 1,212 42,883 1,3462013 96,034 17,642 29,761 8,666 14,905 6,711 23,149 3,041 1,902 67,026 2,1352014 119,804 74,800 32,418 20,079 16,222 13,237 15,261 5,027 5,033 100,060 3,3212015 E 120,716 150,460 30,006 29,115 24,522 19,194 21,128 5,689 6,898 145,087 4,6502016 F 127,388 318,167 32,859 42,216 37,557 27,831 29,636 6,529 10,002 217,626 6,742
-
50,000
100,000
150,000
200,000
250,000
300,000
12 October 2015 | Page 8
TRI
Outline
12 October 2015 | Page 9
2015 CES
Audi A7 Piloted Driving Concept
Silicon Valley550miles ( 880km) Las Vegas
ADAS ACC ASA360 20
Mercedes-Benz F 015 Luxury
B
ADASElectric
Hybrid System
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-1
Toyota Corolla Axio Toyota Safety Sense C
2015 ()
Leaf Advanced Driver Assist2015Fuga2016 Traffic Jam Pilot2018
2020
2015 “Honda SENSING”20162020~2021
2030
EyeSight Ver. 32017 Traffic Jam2020
2020
2013 Super Cruise
20172017
2012 Traffic Jam Assist/
2013Obstacle Avoidance
2017
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-2
Traffic Jam Assistance
2020
2020
2012 2014
(Stop&Go PilotDistronic Plus with Steering Assist)2013 S-class INTELLIGENT DRIVE (
3D)
2014 Intelligent drive20202025
2020
2013 Vision Zero 2015
BMW Hyundai VW VolvoMarvell GoPro Gentex
2015 Autopilot
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Bosch
+
++ //
+ + +
/
2015 2018 2020
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Bosch
Surround Sensing
Legislation Safety and Security
VDAVDA
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+ 3G/4G/LTE
TelematicsGPS
Ethernet / MOSTDSRC /WAVE
/
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TRI
Outline
12 October 2015 | Page 16
ITS
GM OnStarToyota G-BookMercedes-Benz Me
ETC
MARLIN-ATSC
SmartHUD
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US $199~299 /year
US $ 60 /year
JPY ¥12,000/ per year
(JPY¥198,000~258,000 / )
NA EUR £1,890/ per year
QNX Windows (QNX)
QNX Android QNX QNX
4G LTE Wi-Fi Bluetooth 4G LTE Wi-
Fi4G LTE Wi-Fi
Bluetooth4G LTE Wi-Fi
V2VVICS
ME
idrive
X V X X X V
V ( ) V V V ( ) X V
Microsoft
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Apps
V V V V V V V V V V V
V V V V V V V V V
V V V V V V V V V V V
V V V V V V V V V V V
V V V V V V V V V V
V V V V V V V V V V V
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Car Sharing(
)
/
//
X X X X V
X X V X V
X X X
0 24
0 24
1hr
1hr
2hr
1.5 hr 3.5 hr 1hr
2hr
1 2 hr
5 10 hr
12 October 2015 | Page 20
Car Sharing Autolib
12 October 2015 | Page 21
TRI
Outline
12 October 2015 | Page 22
&
Tesla Model SBMW i3 with I ConnectedDrive
Gogoro N1 Bolt
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Tesla
= +
12 October 2015 | Page 24
Gogoro V.S. N1 V.S. BoltGogoro N1 Bolt
BOLT MOBILITY
( HTC ) ( ) MARIJN FLIPSE ( )
NTD 128,000Plus NTD 138,000
RMB 4,999RMB 3,999
EUR 2,490EUR 2,990
6400 W 1200 W 800 W N.A.
3030 mAh * 2 2600 mAh N.A.
100 km ( 40 km/h) 100 km 80 km( 20 km/h)
150 km
60 MPH (96.6 km/h) 45km/h N.A.
App App App
3G/4G
50800
730
EBS
4G