1. Home
  2. > Automotive
  3. > Motor Vehicle
  4. > Light Vehicle Market Trends
Global and China L4 Autonomous Driving and Start-ups Report, 2022

Global and China L4 Autonomous Driving and Start-ups Report, 2022

  • November 2022
  • 360 pages
  • ID: 6106181
  • Format: PDF
  • Research In China


Table of Contents

L4 autonomous driving research: the industry enters a new development phase, "dimension reduction + cost reduction".

L3/L4 autonomous driving enjoys much greater policy support.

The development of L3/L4 autonomous driving needs both policy and technology support. Since 2022, China has given far greater policy support to high-level autonomous driving.

The Development Plan for New Energy Vehicle Industry (2021-2035) issued by the State Council indicates that "by 2025, L4 vehicles will be commercialized in limited areas and specific scenarios, and by 2035, L4 vehicles will find massive application."

On March 1, 2022, the national recommended standard GB/T 40429-2021 Taxonomy of Driving Automation for Vehicles came into force. In November 2022, the Ministry of Industry and Information Technology together with the Ministry of Public Security organized the drafting of Notice on Piloting Entry and Road Travel of Intelligent Connected Vehicles (Draft for Comments), suggesting piloting the entry of production-ready intelligent connected vehicles with autonomous driving functions (L3 and L4 in the GB/T 40429-2021 standard).

As concerns local governments, the Administrative Rules of Beijing Municipality for Autonomous Shuttles in the Pilot Areas Carrying out Intelligent Connected Vehicle Policies (Road Test and Demonstration Application) released in November 2022, is China’s first policy to give the corresponding right of way in the form of coding to autonomous shuttles. In August 2022, the Regulation on the Administration of Intelligent Connected Vehicles in Shenzhen Special Economic Zone came into effect. It is China’s first L3 autonomous driving regulation that highlights the first clear identification of accident responsibilities.

As the knockout starts, L4 autonomous driving suppliers seek "cost reduction + dimension reduction", and the industry enters the phase of large-scale commercial application.

At present, the installation rate of autonomous driving functions in vehicles is on the rise, and L2/L2+ autonomous driving technology has been relatively mature. The competition in the market is white hot. To gain more competitive edges, OEMs and autonomous driving solution providers compete to enter the track of higher-level autonomous driving.

Yet high-level autonomous driving consumes more capital, and is unlikely to build a full commercial closed-loop in the short term. In October 2022, Argo AI, a star start-up specializing in L4 autonomous driving, declared bankruptcy due to the capital chain rupture, a result of the inability to attract further investments, as its backers Ford and Volkswagen decided to stop investing in it.

Despite ceasing to invest in Argo AI and turning the focus on L2+/L3 that is easier to implement, Ford is still optimistic about L4 autonomous driving, but chooses not to develop on its own. It would team up with L4 autonomous driving solution providers in the future.

The case of Argo AI shows the challenges faced by L4 autonomous driving suppliers in current stage. If they do not try to develop real commercial solutions, they may eventually be weeded out by the market under capital pressure. To run farther on L4 autonomous driving track, all major suppliers aim at the mass production OEM market of passenger cars and embark on “dimension reduction” application, while working hard on L4 technology.

(1) “Dimension reduction” application
QCraft: propose the dual engine strategy. On one hand, based on public road L4 autonomous driving software and hardware solutions, it makes continuous efforts to improve its technical competence; on the other hand, based on the mass production and large-scale application of autonomous driving for OEM market, it keeps expanding application scenarios.

In May 2022, QCraft introduced DBQ V4, an autonomous driving solution for passenger car OEM market. Supporting 1 to 5 LiDARs, 0 to 4 blind spot radars, 6 radars and 12 perception cameras, it enables 360-degree perception without missing blind spots and dead corners, and allows mutual redundancy between left and right. It also packs a customized traffic light recognition camera. The solution is expected to be mass produced and mounted on vehicles during 2023-2024.

DBQ V4 offers standard and high configuration versions. The high configuration version has all L4 autonomous driving functions. Compared with high configuration version, the standard version features a slightly lower configuration, but it can still enable 99% L4 autonomous driving capabilities. The DBQ V4 autonomous driving solution integrates full-stack autonomous driving software and hardware technologies independently developed by QCraft. The standard version with a reduced LiDAR configuration carries a computing platform with lower computing power, cutting down the mass production cost to about RMB10,000. The mass-produced solution for the OEM market also enables driving and parking integrated functions.

Cruise: since 2021, it has worked to build Ultra Cruise intelligent driving system for GM. This solution is mainly mounted on the high-end vehicle models of GM and complements the Super Cruise system, helping GM to apply driving assistance technologies to all of its models.

Compared with Super Cruise, Ultra Cruise has added some new autonomous driving functions:
•Follow the internal navigation route and keep moving forward;
•Observe the speed limit
•Support automatic and on-demand lane change
•Support automatic left and right turns
•Support close object avoidance

“Cost reduction” application
In addition, the high cost is also a major obstacle to the implementation of L4 autonomous driving products. In particular, for cost-sensitive passenger cars, it is obvious that L4 autonomous driving that generally costs hundreds of thousands of yuan doesn’t justify it. All suppliers therefore have begun to vigorously "cut down cost".

Deeproute.ai: in June 2022, Deeproute.ai launched DeepRoute-Driver 2.0, a low-cost L4 autonomous driving system worth USD10,000 (about RMB64,000). This solution carries 2 to 5 solid-state LiDARs and 8 cameras, Nvidia Orin high computing power automotive chip, integrated navigation and HD map, enabling high-level autonomous driving.

Deeproute.ai says that in the future the cost of L4 autonomous driving could be lowered to less than RMB20,000 by cooperating with conventional OEMs for mass production and purchasing hardware equipment uniformly.

Haomo.ai: in April 2022, Haomo.ai launched Little Magic Camel 2.0, a product priced RMB128,800 for a single vehicle. Haomo.ai can build RMB100,000 autonomous distribution vehicles, mainly because its autonomous distribution vehicles reuse its passenger car autonomous driving technologies, and cost less by virtue of passenger car supply chain advantages. In terms of hardware, Little Magic Camel 2.0 that bears an automotive perception kit and ICU 3.0, a computing platform with high computing power can cover all medium- and low-speed road scenarios and all road conditions on urban public roads.

Technology reuse helps to expand multiple application scenarios for L4 autonomous driving systems.

Affected by technology maturity and regulatory restrictions, L4 autonomous driving is available to relatively limited application scenarios in the short run. The main application scenarios include Robotaxi, autonomous delivery, autonomous shuttle, and autonomous logistics in (semi) closed scenarios.

For L4 autonomous driving is being piloted in application fields, the deployment scale is not large, and just with tweaks, L4 autonomous driving technology can be reused in different types of vehicles, so L4 suppliers rarely follow a single business line, and generally make multi-scenario deployments.

Global and China L4 Autonomous Driving and Start-ups Report, 2022 highlights the following:
L4 autonomous driving (policies, standards, regulations, etc.);
L4 autonomous driving market (size, competitive landscape, etc.);
Key technologies (algorithm, HD map and positioning, data closed-loop, vehicle-road-cloud cooperation, redundancy, etc.) of L4 autonomous driving (major suppliers, technical solutions, etc.);
Application scenarios (Robotaxi, autonomous shuttle, autonomous delivery, autonomous truck, etc.) of L4 autonomous driving (major suppliers, technical solutions, operation, etc.);
OEMs’ layout and planning of L4 autonomous driving solutions;
Major L4 technology suppliers (technical solution iterations, application and layout of L4 products, etc.).

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 150+ Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.

ReportLinker may already be registered as a supplier with your company. If you want to Order by PO, check with us first and we'll let you know if we are a registered supplier and what the vendor number is. Otherwise, we'll provide you with the necessary information to register ReportLinker as a vendor.

Grace helps you find the right report:

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at [email protected] to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - [email protected] or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.
Purchase Reports From Reputable Market Research Publishers

Body in White Market Research Report by Construction, Vehicle Type, Manufacturing Method, Material Type, State - Cumulative Impact of COVID-19, Russia Ukraine Conflict, and High Inflation - United States Forecast 2023-2030

  • $ 3949
  • January 2023
  • 136 pages

Body in White Market Research Report by Construction (Frame Mounted and Monocoque), Vehicle Type, Manufacturing Method, Material Type, State - Cumulative Impact of COVID-19, Russia Ukraine Conflict, and ...

  • United States
  • Marketing Research
  • Advertising
  • Industry analysis


Reportlinker.com © Copyright 2023. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.

Make sure you don’t miss any news and follow us on