2021-2022

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 1

CONTENTS

3
 2021

5G
Tier 1 Tier 1 Tier 1

Tier 2 Tier 2 Tier 2

4
 2020-2025 2026-2030 2031-2035
2020 2 11
2020 3 5G
2020 4

2020 12
PA CA PA CA
2021 1
50%
2021 2 HA 70% HA
C-V2X 20% C-V2X
2021 6 50%

2021 6
HA
2021 7 5G (2021-2023 ) 2.0
HA
2021 7 ( )

2021 9 2021-2025
PA CA HA
2021 12

2021
5G-V2X 5000 3500
L3
800 1000
5
2021 575 107 2020

A-D

2016-2021 2021

811

575
535
426

226 184
75 78 107
43 62 60

2016 2017 2018 2019 2020 2021

2021 2021

2020 2021 0%
52 2%
+140%
+93% +91%
18% 25%
27
24 A-B
21
C-D
11 10
5 7 6
4

A-B C-D 55%

6
 2021 -2022

Momenta C+ 5 2021-11 GGV 10

3 2021-05 IDG CPE NA

C+ 1 2021-02 Brunei Investment Agency 120

C1 NA 2021-12 30

NA 2021-12 IDG Alliance Ventures 50

B NA 2022-02 NA

D 2.2 2021-04 33

NA 2021-10 NA

AutoX Pre-B NA 2020-01 NA

C NA 2022-01 10

7
 Robotaxi Robobus

8
 6

2021 4.2%

30% 20%
70%
25%

2021
13%

35% 20%
65%

11h 11h 2 11%

9
 + 5G
5G-V2X

5G

2021 4G 5G
5G 70% 300m

2019-2021 5G

+174% 120

72
5G
16

2019 2020 2021

70%
2015-2020
RSU
V2X
2021-2025

2018-2020 RSU
-13% +25% 295
5500
4783 221
22 4159 190 208
20 3616
3145 152
98
+900%
2
2021 2022E 2023E 2024E 2025E 2015 2016 2017 2018 2019 2020
2018 2019 2020

10
 +
+ /

2020 3 L0-L5 6 L2 L3 L4

0 1

ecall
1

2 / / /
2

4 3 - - - / /
/
5

C-V2X OBU RSU

11
 +
C-V2X

C-V2X
V2X

C-V2X
/

V2X
NR-V2X 5G eMBB
LTE-V2X NR-V2X
LTE-V2X 5G eMBB
LTE-V2X 4G
NR-V2X 5G
LTE-V2X 4G
2018 2019 2020 2021 2022
LTE-V2X
5GNRUu 5GNRPC5
NR-V2X

12
 C B G

/ 5G 5G

C B G
Robotaxi Robobus

14
15
Robotaxi
Robobus
ODD
C Robotaxi

50km/h 30km/h 30km/h

40km/h 15-120km/h 30km/h

16
 Robotaxi

2021

6 61 1
AutoX
9
123
19 2
3

2021 18 2021
203

17
 +

0 1 N

V2X

Autox

18
 - -

- - - -

Apollo Moon ACE Robotaxi

Apollo Lite Apollo Air L4 Robobus
AVP /ANP Apollocop

Robotaxi
Mogo Autopilot MAP L4
Mogo Road System MRS Mogo Robobus
ADCU RTK/IMU mogopilot+
RSU MEC Brain on
OBU HMI
Cloud

ADS
MDC 810/ 4D C-V2X
OS

19
 +
AI

2020 8 4.6 Apollo

Apollo
2021 9 1.67
14.9
2021 9 22 - 1.56

2021 3 5
2021 9 3
18
2022 1 10

2020 12 3.21
2019 12 4.4 +
12345
2021 1 9.7 17.3

20
 C-V2X C-V2X

5G
C-V2X

SOA C-V2X

RSU
CAN
SOA +
+ +

SOA

1.0 2.0 3.0 4.0

OTA

Tier 2 Tier 1 Tier 0.5

C-V2X

22
 5G

5G
800
1000

5G

23
80% 20%

5G

- -

5G

20%

80%

1:96 000 000

GS(2019)1825

24
 0-3 3 100

0-3

3-8

3 5G

100

25
ADAS

26
 Tier2

Tier1

L4->L2)
-> )

2021-2023 2024-2026 2026-2030

27
 5-10 +

+ 10%-
1 2 30% 10-30

3 4

28
 2030 10.6

2026 2030 C

2020-2030

105,963

83,205
+35%

62,955

47,156
34,592
+74%
23,331
16,410
8,943
3,098 5,165
1,448
2020 2021 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E

2020-2025 + 2026-2030 +

29
 4.0

2021

30
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