Roland Berger Makes Study on Autonomous Trucks
"Though there are still a number of legal questions outstanding, OEMs and suppliers should be sure to seize this market opportunity in good time and use it to expand their own model range and product portfolio accordingly," explained Roland Berger Partner Sebastian Gundermann. "In the future, new providers like software suppliers are going to come in and claim a substantial part of the value chain. Traditional market players will find themselves under considerable pressure as a result."
Safety and cost savings are the drivers of development
Four megatrends are going to transform the truck industry in the period through 2025 to make it efficient, green, connected and safe. Today, over 90 percent of all collisions are the result of human error, the main cause of accidents on Europe's roads. The European Commission has therefore mandated that all newly registered commercial vehicles must be equipped with lane departure warning systems by the end of 2015 and from 2018 onward they will need to be fitted with advanced emergency braking systems.
Advanced driver assistance systems could reduce truck-related rear-end collisions by more than 70 percent. "The role of connectivity in trucks is growing all the time, with legislators keen to increase safety on the roads and substantially reduce accident rates," commented Sebastian Gundermann. Advanced driving systems also yield the possibility of cutting costs – lowering fuel consumption, for example, or reducing non-operational time.
New value creation potential for OEMs and suppliers
Truck OEMs and suppliers now face the important job of developing these systems and making them available. As they do so, the value chain in the commercial vehicle industry is set to become even more nuanced in the coming years. OEMs will be able to purchase function-specific automation solutions such as cruise control and emergency braking systems from their suppliers. To make this possible, the supply industry will need to develop the necessary software solutions and sensor technology and make it available. More complex systems that combine several automation functions in one, such as adaptive cruise control and lane departure warning systems, offer good business opportunities for truck OEMs, suppliers and specialist engineering service providers alike.
Experts do not expect to see fully self-driving trucks going into mass production until some point after 2025. Aside from the appropriate legal framework, major technological advances will also be required for this to happen – particularly with respect to capabilities for processing the data received from the sensors. At that point, commercial vehicles will need to be capable of understanding their immediate environment so as to be able to react as necessary. Standardized "brain modules" will therefore become established, which OEMs will be able to adapt to their specific vehicle models. "Economies of scale and standardization will be crucial in that phase," predicted Roland Berger Partner Gundermann. "Big software producers with a background in robotics may well have an opportunity to make inroads into the commercial vehicle industry as a result."
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