{"id":104730,"date":"2026-01-14T15:54:45","date_gmt":"2026-01-14T06:54:45","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/active-power-steering-market-mordor\/"},"modified":"2026-10-13T01:06:23","modified_gmt":"2026-10-12T16:06:23","slug":"active-power-steering-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/active-power-steering-market-mordor\/","title":{"rendered":"\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\uff1a\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\u3001\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/active-power-steering-market-1758777618361-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/active-power-steering-market-size-image-1758777690528.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \u8abf\u67fb\u306e\u524d\u63d0\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/li>\n<li class=\"toc-level-2\">1.2 \u8abf\u67fb\u7bc4\u56f2<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \u5e02\u5834\u6982\u8981<\/li>\n<li class=\"toc-level-2\">4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.2.1 \u96fb\u52d5\u5316\u306e\u63a8\u9032\u306b\u3088\u308bEPS\u666e\u53ca\u7387\u306e\u4e0a\u6607<\/li>\n<li class=\"toc-level-3\">4.2.2 ADAS\u5bfe\u5fdc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u306b\u95a2\u3059\u308b\u653f\u5e9c\u306e\u5b89\u5168\u7fa9\u52d9<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM\u306e\u30e2\u30b8\u30e5\u30e9\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c<\/li>\n<li class=\"toc-level-3\">4.2.4 \u9ad8\u30c8\u30eb\u30af\u96fb\u52d5\u30e2\u30fc\u30bf\u30fc\u306e\u30b3\u30b9\u30c8\u30c0\u30a6\u30f3<\/li>\n<li class=\"toc-level-3\">4.2.5 OTA\uff08Over-The-Air\uff09\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9<\/li>\n<li class=\"toc-level-3\">4.2.6 Tier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u3088\u308b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3068\u30c9\u30e1\u30a4\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306e\u30d0\u30f3\u30c9\u30eb\u5316<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.3.1 \u5f93\u6765\u306e\u6cb9\u5727\u30e6\u30cb\u30c3\u30c8\u3068\u6bd4\u8f03\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u30b3\u30b9\u30c8\u306e\u9ad8\u3055<\/li>\n<li class=\"toc-level-3\">4.3.2 \u30d5\u30eb\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u304a\u3051\u308b\u4fe1\u983c\u6027\u306e\u61f8\u5ff5<\/li>\n<li class=\"toc-level-3\">4.3.3 \u30c8\u30eb\u30af\u30bb\u30f3\u30b5\u30fc\u7528\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u903c\u8feb<\/li>\n<li class=\"toc-level-3\">4.3.4 \u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u8a3c\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.5 \u898f\u5236\u74b0\u5883<\/li>\n<li class=\"toc-level-2\">4.6 \u6280\u8853\u7684\u5c55\u671b<\/li>\n<li class=\"toc-level-2\">4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\n<ul>\n<li class=\"toc-level-3\">4.7.1 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.7.2 \u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.7.3 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.7.5 \u7af6\u4e89\u4e0a\u306e\u5bfe\u7acb<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\uff08\u7c73\u30c9\u30eb\uff09\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.1.1 \u6cb9\u5727\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0 (HPS)<\/li>\n<li class=\"toc-level-3\">5.1.2 \u96fb\u52d5\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0 (EPS)<\/li>\n<li class=\"toc-level-3\">5.1.3 \u96fb\u5b50\u6cb9\u5727\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0 (EHPS)<\/li>\n<li class=\"toc-level-3\">5.1.4 \u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \u8eca\u4e21\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u4e57\u7528\u8eca<\/li>\n<li class=\"toc-level-3\">5.2.2 \u5c0f\u578b\u5546\u7528\u8eca (LCV)<\/li>\n<li class=\"toc-level-3\">5.2.3 \u4e2d\u578b\u304a\u3088\u3073\u5927\u578b\u5546\u7528\u8eca (MHCV)<\/li>\n<li class=\"toc-level-3\">5.2.4 \u30d0\u30b9\u30fb\u30b3\u30fc\u30c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \u63a8\u9032\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u5185\u71c3\u6a5f\u95a2 (ICE)<\/li>\n<li class=\"toc-level-3\">5.3.2 \u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca (BEV)<\/li>\n<li class=\"toc-level-3\">5.3.3 \u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca (PHEV)<\/li>\n<li class=\"toc-level-3\">5.3.4 \u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca (HEV)<\/li>\n<li class=\"toc-level-3\">5.3.5 \u71c3\u6599\u96fb\u6c60\u96fb\u6c17\u81ea\u52d5\u8eca (FCEV)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5225\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b3\u30e9\u30e0<\/li>\n<li class=\"toc-level-3\">5.4.2 \u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30e9\u30c3\u30af<\/li>\n<li class=\"toc-level-3\">5.4.3 \u30bb\u30f3\u30b5\u30fc<\/li>\n<li class=\"toc-level-3\">5.4.4 \u5236\u5fa1\u30e2\u30b8\u30e5\u30fc\u30eb<\/li>\n<li class=\"toc-level-3\">5.4.5 \u305d\u306e\u4ed6<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \u6d41\u901a\u30c1\u30e3\u30cd\u30eb\u5225\n<ul>\n<li class=\"toc-level-3\">5.5.1 \u76f8\u624b\u5148\u30d6\u30e9\u30f3\u30c9\u88fd\u9020\u696d\u8005 (OEM)<\/li>\n<li class=\"toc-level-3\">5.5.2 \u30a2\u30d5\u30bf\u30fc\u30de\u30fc\u30b1\u30c3\u30c8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \u5730\u57df\u5225\n<ul>\n<li class=\"toc-level-3\">5.6.1 \u5317\u7c73<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \u7c73\u56fd<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \u30ab\u30ca\u30c0<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \u305d\u306e\u4ed6\u306e\u5317\u7c73<\/li>\n<li class=\"toc-level-3\">5.6.2 \u5357\u7c73<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \u30d6\u30e9\u30b8\u30eb<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73<\/li>\n<li class=\"toc-level-3\">5.6.3 \u30e8\u30fc\u30ed\u30c3\u30d1<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \u82f1\u56fd<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \u30c9\u30a4\u30c4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \u30b9\u30da\u30a4\u30f3<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \u30a4\u30bf\u30ea\u30a2<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \u30d5\u30e9\u30f3\u30b9<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \u30ed\u30b7\u30a2<\/li>\n<li class=\"toc-level-4\">5.6.3.7 \u305d\u306e\u4ed6\u306e\u30e8\u30fc\u30ed\u30c3\u30d1<\/li>\n<li class=\"toc-level-3\">5.6.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \u30a4\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \u4e2d\u56fd<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \u65e5\u672c<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \u97d3\u56fd<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-3\">5.6.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \u30c8\u30eb\u30b3<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \u30a8\u30b8\u30d7\u30c8<\/li>\n<li class=\"toc-level-4\">5.6.5.5 \u5357\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.6.5.6 \u305d\u306e\u4ed6\u306e\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/li>\n<li class=\"toc-level-2\">6.2 \u6226\u7565\u7684\u52d5\u5411<\/li>\n<li class=\"toc-level-2\">6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/li>\n<li class=\"toc-level-2\">6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb (\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u304a\u3088\u3073\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Robert Bosch GmbH<\/li>\n<li class=\"toc-level-3\">6.4.2 ZF Friedrichshafen AG<\/li>\n<li class=\"toc-level-3\">6.4.3 JTEKT Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 NSK Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 Nexteer Automotive Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 ThyssenKrupp AG<\/li>\n<li class=\"toc-level-3\">6.4.7 Hyundai Mobis Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.8 Denso Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Hitachi Astemo Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Knorr-Bremse AG<\/li>\n<li class=\"toc-level-3\">6.4.11 GKN Automotive Limited<\/li>\n<li class=\"toc-level-3\">6.4.12 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 Valeo SA<\/li>\n<li class=\"toc-level-3\">6.4.14 Schaeffler AG<\/li>\n<li class=\"toc-level-3\">6.4.15 Danfoss A\/S<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e\u6982\u8981\uff1a2025\u5e74\uff5e2030\u5e74\u306e\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c<\/p>\n<p># 1. \u5e02\u5834\u6982\u8981<\/p>\n<p>\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f113.1\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3057\u30012030\u5e74\u306b\u306f183.6\u5104\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f10.17%\u3067\u3059\u3002\u3053\u306e\u6301\u7d9a\u7684\u306a\u6210\u9577\u306f\u3001\u81ea\u52d5\u8eca\u7523\u696d\u306e\u6025\u901f\u306a\u96fb\u52d5\u5316\u3001\u53b3\u683c\u5316\u3059\u308b\u5b89\u5168\u898f\u5236\u3001\u305d\u3057\u3066\u30cf\u30f3\u30ba\u30aa\u30d5\u81ea\u52d5\u904b\u8ee2\u6a5f\u80fd\u3078\u306e\u7740\u5b9f\u306a\u9032\u5c55\u306b\u8d77\u56e0\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u304c\u7cbe\u5bc6\u306a\u96fb\u5b50\u5236\u5fa1\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u96fb\u52d5\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\uff08EPS\uff09\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u6d88\u8cbb\u91cf\u306e\u5c11\u306a\u3055\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u8f03\u6b63\u306e\u5bb9\u6613\u3055\u304b\u3089\u3001\u5f15\u304d\u7d9a\u304d\u4e3b\u8981\u306a\u6280\u8853\u3068\u3057\u3066\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u6642\u306b\u3001\u30d7\u30ec\u30df\u30a2\u30e0EV\uff08\u96fb\u6c17\u81ea\u52d5\u8eca\uff09\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u5b8c\u5168\u306a\u96fb\u5b50\u5236\u5fa1\u3078\u3068\u79fb\u884c\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u52e2\u3044\u304c\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u53ef\u80fd\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30e2\u30fc\u30c9\u3084\u5feb\u9069\u6027\u30d7\u30ea\u30bb\u30c3\u30c8\u3092\u8ca9\u58f2\u3059\u308b\u3053\u3068\u3067\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u65b0\u305f\u306a\u53ce\u76ca\u6e90\u3068\u898b\u306a\u3057\u3066\u304a\u308a\u3001\u8eca\u4e21\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3092\u901a\u3058\u3066\u6a5f\u80fd\u3092\u66f4\u65b0\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001Tier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u3001\u30d6\u30ec\u30fc\u30ad\u3001\u30b7\u30e3\u30b7\u30fc\u5236\u5fa1\u3092\u96c6\u4e2d\u578b\u30c9\u30e1\u30a4\u30f3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u7d71\u5408\u3057\u3001OTA\uff08Over-The-Air\uff09\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306e\u8fc5\u901f\u306a\u7d71\u5408\u3068\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u76e3\u8996\u306e\u5f37\u5316\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># 2. \u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306fEPS\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u30b7\u30a7\u30a2\u306e72.22%\u3092\u5360\u3081\u3001\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u306f2030\u5e74\u307e\u3067\u306b12.32%\u306eCAGR\u3067\u6700\u3082\u9ad8\u3044\u6210\u9577\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u4e57\u7528\u8eca\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u898f\u6a21\u306e63.81%\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067\u306b11.98%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u63a8\u9032\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u5185\u71c3\u6a5f\u95a2\uff08ICE\uff09\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u30b7\u30a7\u30a2\u306e77.87%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u306f2030\u5e74\u307e\u3067\u306b12.83%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5225: 2024\u5e74\u306b\u306f\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b3\u30e9\u30e0\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u30b7\u30a7\u30a2\u306e38.63%\u3092\u5360\u3081\u3001\u30bb\u30f3\u30b5\u30fc\u306f2030\u5e74\u307e\u3067\u306b11.74%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6d41\u901a\u30c1\u30e3\u30cd\u30eb\u5225: 2024\u5e74\u306b\u306fOEM\uff08\u76f8\u624b\u5148\u30d6\u30e9\u30f3\u30c9\u88fd\u9020\uff09\u306b\u3088\u308b\u642d\u8f09\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e83.77%\u3092\u5360\u3081\u3001\u30a2\u30d5\u30bf\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u30bb\u30b0\u30e1\u30f3\u30c8\u306f2030\u5e74\u307e\u3067\u306b10.84%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u30b7\u30a7\u30a2\u306e46.31%\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067\u306b10.34%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306a\u5730\u57df\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># 3. \u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf\uff08\u4fc3\u9032\u8981\u56e0\uff09<\/p>\n<p>*   \u96fb\u52d5\u5316\u306e\u63a8\u9032\u306b\u3088\u308bEPS\u666e\u53ca\u7387\u306e\u4e0a\u6607: \u96fb\u52d5\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\uff08EPS\uff09\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3068\u904b\u8ee2\u5feb\u9069\u6027\u306e\u5411\u4e0a\u306b\u3088\u308a\u3001\u73fe\u4ee3\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u306e\u307b\u307c\u3059\u3079\u3066\u306b\u6a19\u6e96\u88c5\u5099\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30d9\u30eb\u30c8\u99c6\u52d5\u30dd\u30f3\u30d7\u306e\u6392\u9664\u306f\u3001\u9ad8\u96fb\u5727\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u305f\u3081\u306e\u30b9\u30da\u30fc\u30b9\u3092\u78ba\u4fdd\u3057\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u5468\u8fba\u306e\u71b1\u7ba1\u7406\u3092\u7c21\u7d20\u5316\u3057\u307e\u3059\u3002\u4e2d\u56fd\u30e1\u30fc\u30ab\u30fc\u306f\u5782\u76f4\u7d71\u5408\u3055\u308c\u305f\u30e2\u30fc\u30bf\u30fc\u751f\u7523\u3092\u6d3b\u7528\u3057\u3066\u30b7\u30b9\u30c6\u30e0\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u9ad8\u5bb9\u91cf\u306e\u5c0f\u578bEV\u3078\u306e\u5c55\u958b\u3092\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306eOEM\u306f\u3001EPS\u3092\u56de\u751f\u30d6\u30ec\u30fc\u30ad\u6226\u7565\u3068\u9023\u643a\u3055\u305b\u3001\u90fd\u5e02\u8d70\u884c\u3067\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u56de\u751f\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u7d99\u7d9a\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u8f03\u6b63\u306b\u3088\u308a\u3001\u540c\u3058\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3067\u57fa\u672c\u7684\u306a\u624b\u52d5\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u304b\u3089\u30ec\u30d9\u30eb3\u306e\u81ea\u52d5\u904b\u8ee2\u307e\u3067\u5bfe\u5fdc\u3067\u304d\u3001EPS\u306f\u5c06\u6765\u306e\u6a5f\u80fd\u3078\u306e\u67d4\u8edf\u306a\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   ADAS\u5bfe\u5fdc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u306b\u95a2\u3059\u308b\u653f\u5e9c\u306e\u5b89\u5168\u898f\u5236: \u898f\u5236\u5f53\u5c40\u306f\u3001\u65b0\u8eca\u627f\u8a8d\u306b\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u306e\u5197\u9577\u6027\u3092\u7d44\u307f\u8fbc\u3080\u50be\u5411\u3092\u5f37\u3081\u3066\u3044\u307e\u3059\u3002UNECE WP.29\u306e\u81ea\u52d5\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u898f\u5247\u306f\u30012025\u5e74\u307e\u3067\u306b\u30b0\u30ed\u30fc\u30d0\u30eb\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304c\u6e80\u305f\u3059\u3079\u304d\u6280\u8853\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002NHTSA\u306f\u3001\u30ec\u30d9\u30eb3\u4ee5\u4e0a\u306e\u81ea\u52d5\u904b\u8ee2\u306b\u5bfe\u3057\u3001\u30c7\u30e5\u30a2\u30eb\u30e2\u30fc\u30bf\u30fcEPS\u307e\u305f\u306f\u540c\u7b49\u306e\u30d5\u30a7\u30a4\u30eb\u30bb\u30fc\u30d5\u6a5f\u69cb\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u304a\u308a\u3001OEM\u306f\u30bb\u30f3\u30b5\u30fc\u3068\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306e\u904e\u5270\u306a\u4ed5\u69d8\u3092\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306e\u4e00\u822c\u5b89\u5168\u898f\u5247\u306f\u30012024\u5e747\u6708\u4ee5\u964d\u306b\u767a\u58f2\u3055\u308c\u308b\u65b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7dca\u6025\u8eca\u7dda\u7dad\u6301\u6a5f\u80fd\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30cb\u30c3\u30c8\u306e\u307f\u304c\u30df\u30ea\u79d2\u5358\u4f4d\u306e\u7cbe\u5ea6\u3067\u5b9f\u884c\u3067\u304d\u307e\u3059\u3002ISO 26262\u306f\u3001ASIL-D\u306e\u5b8c\u5168\u6027\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u304a\u308a\u3001\u5197\u9577\u30a8\u30f3\u30b3\u30fc\u30c0\u30fc\u3001\u30c7\u30e5\u30a2\u30eb\u96fb\u6e90\u30ec\u30fc\u30eb\u3001\u72ec\u7acb\u3057\u305f\u30d5\u30a1\u30fc\u30e0\u30a6\u30a7\u30a2\u30c1\u30a7\u30c3\u30af\u3092\u5f37\u5236\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u7fa9\u52d9\u5316\u306b\u3088\u308a\u3001\u30b3\u30b9\u30c8\u91cd\u8996\u306e\u6cb9\u5727\u30e9\u30c3\u30af\u3084\u96fb\u52d5\u30a2\u30b7\u30b9\u30c8\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30d6\u30e9\u30f3\u30c9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d1\u30b9\u3068\u3057\u3066\u5931\u683c\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>*   OEM\u306e\u30e2\u30b8\u30e5\u30e9\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c: OEM\u306f\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3092\u30e2\u30b8\u30e5\u30fc\u30eb\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u958b\u767a\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u591a\u69d8\u306a\u8eca\u4e21\u30e2\u30c7\u30eb\u3078\u306e\u8fc5\u901f\u306a\u5c55\u958b\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u9ad8\u30c8\u30eb\u30af\u96fb\u52d5\u30e2\u30fc\u30bf\u30fc\u306e\u30b3\u30b9\u30c8\u30c0\u30a6\u30f3: \u96fb\u52d5\u30e2\u30fc\u30bf\u30fc\u306e\u88fd\u9020\u6280\u8853\u306e\u9032\u6b69\u3068\u898f\u6a21\u306e\u7d4c\u6e08\u306b\u3088\u308a\u3001\u9ad8\u30c8\u30eb\u30af\u96fb\u52d5\u30e2\u30fc\u30bf\u30fc\u306e\u30b3\u30b9\u30c8\u304c\u4f4e\u4e0b\u3057\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306e\u63a1\u7528\u304c\u4fc3\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   OTA\uff08Over-The-Air\uff09\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9: \u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u8f03\u6b63\u306f\u3001\u30a4\u30f3\u30d5\u30a9\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3084ADAS\u3068\u540c\u69d8\u306b\u3001OTA\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30bf\u30a4\u30e4\u306e\u6469\u8017\u3084\u65b0\u3057\u3044\u898f\u5236\u5236\u9650\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u8abf\u6574\u3092\u3001\u30c7\u30a3\u30fc\u30e9\u30fc\u3078\u306e\u8a2a\u554f\u306a\u3057\u3067\u5b9a\u671f\u7684\u306b\u884c\u3046\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002NXP\u306e\u30bb\u30ad\u30e5\u30a2\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u306f\u3001\u6697\u53f7\u5316\u8a8d\u8a3c\u3092\u4fdd\u8a3c\u3057\u3001\u7f72\u540d\u3055\u308c\u305f\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30d0\u30a4\u30ca\u30ea\u306e\u307f\u304c\u5b9f\u884c\u3055\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001ISO 21434\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u7acbAstemo\u306f\u3001\u30d5\u30ea\u30fc\u30c8\u30c7\u30fc\u30bf\u3092\u96c6\u7d04\u3057\u3066\u5236\u5fa1\u30eb\u30fc\u30d7\u3092\u6539\u5584\u3057\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30d5\u30a3\u30fc\u30eb\u306b\u95a2\u9023\u3059\u308b\u4fdd\u8a3c\u8acb\u6c42\u3092\u4e8c\u6841\u524a\u6e1b\u3057\u3066\u3044\u307e\u3059\u3002Excelfore\u306eeSync\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u306f\u3001\u30a8\u30b3\u3001\u30b3\u30f3\u30d5\u30a9\u30fc\u30c8\u3001\u30c8\u30e9\u30c3\u30af\u306a\u3069\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u578b\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30e2\u30fc\u30c9\u3092\u793a\u5506\u3057\u3066\u304a\u308a\u3001OEM\u306b\u7d99\u7d9a\u7684\u306a\u53ce\u76ca\u6a5f\u4f1a\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002OTA\u6a5f\u80fd\u306f\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30d1\u30c3\u30c1\u5c55\u958b\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u65b0\u305f\u306a\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8105\u5a01\u306b\u5bfe\u3059\u308b\u8eca\u4e21\u306e\u5c06\u6765\u6027\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002<\/p>\n<p>*   Tier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u3088\u308b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3068\u30c9\u30e1\u30a4\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306e\u30d0\u30f3\u30c9\u30eb\u5316: ZF\u306ecubiX\u306f\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5236\u5fa1\u3092\u30d6\u30ec\u30fc\u30ad\u304a\u3088\u3073\u30b7\u30e3\u30b7\u30fc\u7ba1\u7406\u3068\u7d71\u5408\u3057\u3001ECU\u306e\u6570\u3092\u524a\u6e1b\u3057\u3001\u8eca\u4e21\u30cf\u30fc\u30cd\u30b9\u8a2d\u8a08\u3092\u7c21\u7d20\u5316\u3057\u3066\u3044\u307e\u3059\u3002Continental\u306eSCCU\u306f\u3001\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3068ADAS\u51e6\u7406\u30921\u3064\u306e\u30de\u30a4\u30af\u30ed\u30d7\u30ed\u30bb\u30c3\u30b5\u306b\u914d\u7f6e\u3057\u3001\u8eca\u7dda\u7dad\u6301\u30c8\u30eb\u30af\u30b3\u30de\u30f3\u30c9\u3092\u30de\u30a4\u30af\u30ed\u79d2\u5358\u4f4d\u3067\u5b9f\u884c\u3057\u307e\u3059\u3002NVIDIA\u306eDRIVE\u3068\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u9023\u643a\u306f\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u884c\u52d5\u3092\u5b66\u7fd2\u3057\u3001\u5feb\u9069\u6027\u3084\u30b9\u30dd\u30fc\u30c6\u30a3\u3055\u306e\u305f\u3081\u306b\u52aa\u529b\u66f2\u7dda\u3092\u8abf\u6574\u3059\u308bAI\u30a2\u30b7\u30b9\u30c8\u306e\u30d5\u30a9\u30fc\u30b9\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u96c6\u4e2d\u5316\u306f\u3001\u5358\u4e00\u306e\u30c9\u30e1\u30a4\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u304c\u8907\u6570\u306e\u30a2\u30af\u30c1\u30e5\u30a8\u30fc\u30bf\u30fc\u306b\u308f\u305f\u308b\u5197\u9577\u6027\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u3001\u6a5f\u80fd\u5b89\u5168\u76e3\u67fb\u3082\u5408\u7406\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d0\u30f3\u30c9\u30eb\u304c\u6210\u719f\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u5c0f\u898f\u6a21\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u30d5\u30eb\u30b9\u30bf\u30c3\u30af\u306e\u88fd\u54c1\u63d0\u4f9b\u3067\u63d0\u643a\u3057\u306a\u3044\u9650\u308a\u3001\u5468\u7e01\u5316\u3055\u308c\u308b\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p># 4. \u5e02\u5834\u306e\u6291\u5236\u8981\u56e0<\/p>\n<p>*   \u5f93\u6765\u306e\u6cb9\u5727\u30e6\u30cb\u30c3\u30c8\u3068\u6bd4\u8f03\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u30b3\u30b9\u30c8\u306e\u9ad8\u3055: \u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30a2\u30bb\u30f3\u30d6\u30ea\u306f\u3001\u30d5\u30a7\u30a4\u30eb\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u898f\u5247\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u30bb\u30f3\u30b5\u30fc\u3001\u30e2\u30fc\u30bf\u30fc\u3001\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3092\u8907\u88fd\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u305f\u3081\u3001\u57fa\u672c\u7684\u306a\u30e9\u30c3\u30af\u30a2\u30f3\u30c9\u30d4\u30cb\u30aa\u30f3\u8a2d\u5b9a\u306e3\u301c4\u500d\u306e\u90e8\u54c1\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u65b0\u8208\u5e02\u5834\u306e\u8cfc\u5165\u8005\u306f\u3001\u3053\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u4fa1\u683c\u306b\u62b5\u6297\u3092\u793a\u3059\u3053\u3068\u304c\u591a\u304f\u3001OEM\u306f\u5b8c\u5168\u306a\u96fb\u5b50\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u3092\u3088\u308a\u9ad8\u30de\u30fc\u30b8\u30f3\u306e\u30c8\u30ea\u30e0\u306b\u9650\u5b9a\u305b\u3056\u308b\u3092\u5f97\u307e\u305b\u3093\u3002BYD\u306e\u3088\u3046\u306a\u4e2d\u56fd\u30d6\u30e9\u30f3\u30c9\u306f\u3001\u30e2\u30fc\u30bf\u30fc\u3084ECU\u3092\u81ea\u793e\u3067\u88fd\u9020\u3059\u308b\u3053\u3068\u3067\u3001\u5782\u76f4\u7d71\u5408\u3092\u8ffd\u6c42\u3057\u3001\u8a2d\u7f6e\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u691c\u8a3c\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u76e3\u67fb\u3001\u5e83\u7bc4\u306a\u96fb\u78c1\u4e21\u7acb\u6027\u30c6\u30b9\u30c8\u306f\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u304c\u3069\u3053\u3067\u88fd\u9020\u3055\u308c\u3066\u3082\u8cbb\u7528\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u8ca9\u58f2\u91cf\u304c\u5897\u52a0\u3059\u308b\u307e\u3067\u306f\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u304a\u3088\u3073\u96fb\u6c17\u81ea\u52d5\u8eca\u30bb\u30b0\u30e1\u30f3\u30c8\u4ee5\u5916\u3067\u306f\u3001\u30b3\u30b9\u30c8\u304c\u969c\u58c1\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>*   \u5b8c\u5168\u306a\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u304a\u3051\u308b\u4fe1\u983c\u6027\u306e\u61f8\u5ff5: \u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u7269\u7406\u7684\u306a\u63a5\u7d9a\u304c\u306a\u3044\u305f\u3081\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u4fe1\u983c\u6027\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u304c\u4f9d\u7136\u3068\u3057\u3066\u5b58\u5728\u3057\u307e\u3059\u3002\u7279\u306b\u3001\u6b27\u5dde\u3084\u5317\u7c73\u306e\u898f\u5236\u5f53\u5c40\u306f\u3001\u3053\u306e\u70b9\u306b\u6ce8\u76ee\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u30c8\u30eb\u30af\u30bb\u30f3\u30b5\u30fc\u7528\u534a\u5c0e\u4f53\u4f9b\u7d66\u306e\u903c\u8feb: \u30c8\u30eb\u30af\u30bb\u30f3\u30b5\u30fc\u306a\u3069\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306b\u4e0d\u53ef\u6b20\u306a\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u4e0d\u8db3\u306f\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u6291\u5236\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>*   \u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u8a3c\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af: ISO\/SAE 21434\u306f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u63a5\u7d9a\u3055\u308c\u305f\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0ECU\u306b\u5bfe\u3057\u3001\u53b3\u683c\u306a\u8105\u5a01\u30e2\u30c7\u30ea\u30f3\u30b0\u3068\u4fb5\u5165\u30c6\u30b9\u30c8\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u306b\u304a\u3051\u308bNHTSA\u3001\u6b27\u5dde\u306b\u304a\u3051\u308bENISA\u306a\u3069\u3001\u7570\u306a\u308b\u56fd\u306e\u7d4c\u8def\u306f\u3001\u4e26\u884c\u3059\u308b\u6587\u66f8\u4f5c\u6210\u3068\u76e3\u67fb\u5c64\u3092\u8ffd\u52a0\u3057\u3001\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u30ea\u30bd\u30fc\u30b9\u3092\u6d88\u8cbb\u3057\u3001\u767a\u58f2\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u5ef6\u9577\u3057\u307e\u3059\u3002OTA\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306f\u3001\u5b9a\u671f\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30ec\u30d3\u30e5\u30fc\u306b\u5408\u683c\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u8a8d\u8a3c\u306f\u4e00\u5ea6\u304d\u308a\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3067\u306f\u306a\u304f\u3001\u7d99\u7d9a\u7684\u306a\u7fa9\u52d9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u8a8d\u5b9a\u3055\u308c\u305f\u30c6\u30b9\u30c8\u30e9\u30dc\u306e\u4e0d\u8db3\u306f\u3001\u8907\u6570\u306eOEM\u304c\u540c\u69d8\u306e\u767a\u58f2\u6642\u671f\u306b\u96c6\u4e2d\u3059\u308b\u969b\u306b\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306e\u7af6\u5408\u3092\u5f15\u304d\u8d77\u3053\u3057\u307e\u3059\u3002\u96c6\u4e2d\u578b\u30c9\u30e1\u30a4\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306f\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u5c11\u306a\u304f\u3059\u308b\u3053\u3068\u3067\u5f79\u7acb\u3061\u307e\u3059\u304c\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30b3\u30cd\u30af\u30c6\u30c3\u30c9\u30ab\u30fc\u898f\u5236\u3068\u3068\u3082\u306b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u57fa\u6e96\u306f\u4e0a\u6607\u3057\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p># 5. \u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p> 5.1. \u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bf\u30a4\u30d7\u5225<\/p>\n<p>EPS\u306f2024\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e72.22%\u3092\u5360\u3081\u3001\u52b9\u7387\u6027\u3068ADAS\u5bfe\u5fdc\u306e\u30c7\u30d5\u30a9\u30eb\u30c8\u9078\u629e\u80a2\u3068\u3057\u3066\u306e\u5f79\u5272\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u306f\u3001\u30b3\u30c3\u30af\u30d4\u30c3\u30c8\u306e\u67d4\u8edf\u6027\u3068\u81ea\u52d5\u904b\u8ee2\u306e\u4fe1\u983c\u6027\u3092\u76ee\u6307\u3059\u30d7\u30ec\u30df\u30a2\u30e0EV\u306e\u767a\u58f2\u3092\u53cd\u6620\u3057\u30012030\u5e74\u307e\u3067\u306b12.32%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30b3\u30b9\u30c8\u304c\u4f4e\u4e0b\u3059\u308b\u306b\u3064\u308c\u3066\u3001EPS\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7269\u7406\u7684\u306a\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u30b3\u30e9\u30e0\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u306e\u5229\u70b9\uff08\u53ef\u5909\u6bd4\u7387\u3001\u8eca\u7dda\u7dad\u6301\u88dc\u6b63\u306a\u3069\uff09\u3092\u6a21\u5023\u3059\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d5\u30c3\u30af\u3092\u307e\u3059\u307e\u3059\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u6cb9\u5727\u30e9\u30c3\u30af\u306f\u3001\u6975\u7aef\u306a\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u8ca0\u8377\u3068\u9577\u3044\u30b5\u30fc\u30d3\u30b9\u30b5\u30a4\u30af\u30eb\u304c\u30a8\u30cd\u30eb\u30ae\u30fc\u7bc0\u7d04\u3088\u308a\u3082\u512a\u5148\u3055\u308c\u308b\u5927\u578b\u30c8\u30e9\u30c3\u30af\u3067\u751f\u304d\u6b8b\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u96fb\u52d5\u5316\u3055\u308c\u305f\u5927\u578b\u30d5\u30ec\u30fc\u30e0\u304c\u767b\u5834\u3059\u308b\u306b\u3064\u308c\u3066\u305d\u306e\u30b7\u30a7\u30a2\u306f\u7e2e\u5c0f\u3057\u3066\u3044\u307e\u3059\u3002\u96fb\u6c17\u6cb9\u5727\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306f\u3001\u30d0\u30b9\u3084\u696d\u52d9\u7528\u30c8\u30e9\u30c3\u30af\u3067\u30ae\u30e3\u30c3\u30d7\u3092\u57cb\u3081\u3001\u304a\u306a\u3058\u307f\u306e\u6cb9\u5727\u30b7\u30b9\u30c6\u30e0\u3068\u30c7\u30b8\u30bf\u30eb\u30d0\u30eb\u30d6\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u5b8c\u5168\u306a\u96fb\u6c17\u5909\u63db\u306a\u3057\u306b\u30c9\u30e9\u30a4\u30d0\u30fc\u30a2\u30b7\u30b9\u30c8\u6a5f\u80fd\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306f\u4e8c\u6975\u5316\u3057\u3066\u304a\u308a\u3001EPS\u306f\u91cf\u7523\u3068\u30b3\u30b9\u30c8\u611f\u5ea6\u306b\u5bfe\u5fdc\u3057\u3001\u7d14\u7c8b\u306a\u96fb\u5b50\u30e9\u30c3\u30af\u306f\u30ec\u30d9\u30eb3\u4ee5\u4e0a\u306e\u81ea\u52d5\u904b\u8ee2\u306e\u305f\u3081\u306e\u5c06\u6765\u6027\u306e\u3042\u308b\u9818\u57df\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> 5.2. \u8eca\u4e21\u30bf\u30a4\u30d7\u5225<\/p>\n<p>\u4e57\u7528\u8eca\u306f2024\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e63.81%\u3092\u5360\u3081\u3001\u99d0\u8eca\u30a2\u30b7\u30b9\u30c8\u3001\u8eca\u7dda\u4e2d\u592e\u7dad\u6301\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u7bc0\u7d04\u306b\u5bfe\u3059\u308b\u5f37\u3044\u6d88\u8cbb\u8005\u9700\u8981\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u30e9\u30a4\u30c9\u30d8\u30a4\u30ea\u30f3\u30b0\u3084\u4f01\u696d\u30d5\u30ea\u30fc\u30c8\u306b\u304a\u3051\u308b\u96fb\u52d5\u5316\u306f\u3001\u65e5\u5e38\u306e\u30e6\u30fc\u30b6\u30fc\u304c\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u64cd\u4f5c\u306e\u8efd\u6e1b\u3068\u885d\u7a81\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3059\u308b\u5b89\u5168\u30a2\u30b7\u30b9\u30c8\u3092\u91cd\u8996\u3059\u308b\u305f\u3081\u3001\u8ca9\u58f2\u91cf\u3092\u3055\u3089\u306b\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306e11.98%\u306eCAGR\u306f\u3001\u9ad8\u7d1a\u8eca\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30f3\u30d1\u30af\u30c8\u30cf\u30c3\u30c1\u30d0\u30c3\u30af\u3084\u30df\u30c3\u30c9\u30b5\u30a4\u30baSUV\u3078\u306e\u5e45\u5e83\u3044\u63a1\u7528\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u5c0f\u578b\u5546\u7528\u30d0\u30f3\u306f\u8ca9\u58f2\u91cf\u3067\u306f\u52a3\u308a\u307e\u3059\u304c\u3001e\u30b3\u30de\u30fc\u30b9\u304c\u90fd\u5e02\u90e8\u306e\u5bc6\u96c6\u3057\u305f\u30eb\u30fc\u30c8\u3067\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u75b2\u52b4\u8efd\u6e1b\u3092\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306b\u4fc3\u3059\u305f\u3081\u3001\u4e57\u7528\u8eca\u306e\u30c8\u30ec\u30f3\u30c9\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u578b\u304a\u3088\u3073\u5927\u578b\u5546\u7528\u8eca\u306f\u3001\u9ad8\u901f\u9053\u8def\u306e\u5b89\u5168\u6027\u3068\u8ca8\u7269\u306e\u5b8c\u5168\u6027\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u8eca\u7dda\u7dad\u6301\u3068\u6a2a\u98a8\u6e1b\u8870\u306e\u305f\u3081\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002\u30d0\u30b9\u306f\u3001\u53cd\u5fa9\u7684\u306a\u4f4e\u901f\u64cd\u4f5c\u3092\u5bb9\u6613\u306b\u3057\u3001\u9ad8\u901f\u9053\u8def\u3067\u306e\u5b89\u5b9a\u6027\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u53ef\u5909\u30a2\u30b7\u30b9\u30c8\u30b3\u30e9\u30e0\u3092\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u306f\u3001\u81ea\u52d5\u904b\u8ee2\u30b7\u30e3\u30c8\u30eb\u306e\u5185\u88c5\u3092\u53ef\u80fd\u306b\u3059\u308b\u30b3\u30c3\u30af\u30d4\u30c3\u30c8\u30ec\u30a4\u30a2\u30a6\u30c8\u306e\u81ea\u7531\u3092\u63d0\u4f9b\u3057\u3001\u4ea4\u901a\u6a5f\u95a2\u304c\u30d7\u30ec\u30df\u30a2\u30e0\u6a5f\u80fd\u3092\u8a66\u9a13\u7684\u306b\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u5968\u52b1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> 5.3. \u63a8\u9032\u30bf\u30a4\u30d7\u5225<\/p>\n<p>ICE\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u305d\u306e\u81a8\u5927\u306a\u65e2\u5b58\u8eca\u4e21\u6570\u3068\u3001\u6cb9\u5727\u30dd\u30f3\u30d7\u3092EPS\u306b\u4ea4\u63db\u3059\u308b\u6bd4\u8f03\u7684\u5bb9\u6613\u3055\u304b\u3089\u30012024\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e77.87%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001BEV\u306f\u3088\u308a\u5f37\u529b\u306a\u6bd4\u4f8b\u6210\u9577\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u88fd\u54c1\u767a\u58f2\u3068\u9ad8\u3044\u88c5\u7740\u7387\u304c\u7279\u5fb4\u3067\u3059\u30022030\u5e74\u307e\u3067\u306e12.83%\u306eCAGR\u306f\u3001\u73fe\u5728\u306e\u96fb\u52d5\u5316\u653f\u7b56\u304c\u7d99\u7d9a\u3059\u308c\u3070\u3001\u6700\u7d42\u7684\u306bBEV\u304c\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3059\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8eca\u3068\u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8eca\u306f\u4e2d\u9593\u306b\u4f4d\u7f6e\u3057\u3001\u983b\u7e41\u306a\u30a8\u30f3\u30b8\u30f3\u505c\u6b62\u64cd\u4f5c\u4e2d\u306b\u71c3\u6599\u6d88\u8cbb\u3092\u6291\u3048\u308b\u305f\u3081\u306bEPS\u3092\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u30cb\u30c3\u30c1\u306a\u5b58\u5728\u3067\u3059\u304c\u3001\u71c3\u6599\u96fb\u6c60\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u8a2d\u8a08\u8005\u304c\u304b\u3055\u3070\u308b\u30b3\u30e9\u30e0\u3068\u4e92\u63db\u6027\u306e\u306a\u3044\u30d5\u30e9\u30c3\u30c8\u30d5\u30ed\u30a2\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u6d3b\u7528\u3057\u305f\u3044\u3068\u8003\u3048\u308b\u305f\u3081\u3001\u307b\u307c\u666e\u904d\u7684\u306b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3092\u6307\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> 5.4. \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5225<\/p>\n<p>\u5f93\u6765\u306e\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b3\u30e9\u30e0\u306f\u30012024\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e38.63%\u3092\u5360\u3081\u3001\u6df7\u5408\u6280\u8853\u4e16\u4ee3\u306b\u304a\u3051\u308b\u305d\u306e\u652f\u914d\u529b\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30bb\u30f3\u30b5\u30fc\u306f\u3001\u5197\u9577\u6027\u306e\u5411\u4e0a\u3068\u3088\u308a\u8c4a\u304b\u306a\u8def\u9762\u611f\u89e6\u306e\u518d\u73fe\u3068\u3044\u3046\u4e8c\u3064\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3088\u308a\u30012030\u5e74\u307e\u3067\u306b11.74%\u3068\u3044\u3046\u6700\u3082\u6025\u901f\u306aCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u5404\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30e9\u30c3\u30af\u306f\u3001\u30c4\u30a4\u30f3\u30c8\u30eb\u30af\u30bb\u30f3\u30b5\u30fc\u3001\u30c7\u30e5\u30a2\u30eb\u30a2\u30f3\u30b0\u30eb\u30a8\u30f3\u30b3\u30fc\u30c0\u30fc\u3001\u304a\u3088\u30732\u3064\u306e\u5225\u3005\u306e\u30b7\u30e3\u30d5\u30c8\u4e0a\u306e\u4f4d\u7f6e\u30c8\u30e9\u30c3\u30ab\u30fc\u3092\u642d\u8f09\u3059\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u6210\u9577\u306f\u307e\u305f\u3001\u8eca\u7dda\u4e2d\u592e\u7dad\u6301\u3068\u30cf\u30f3\u30ba\u30d5\u30ea\u30fc\u9ad8\u901f\u9053\u8def\u30a2\u30b7\u30b9\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u5236\u5fa1\u30a2\u30bb\u30f3\u30d6\u30ea\u5185\u306b\u6163\u6027\u6e2c\u5b9a\u30e6\u30cb\u30c3\u30c8\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u304b\u3089\u3082\u751f\u3058\u3066\u3044\u307e\u3059\u3002\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30e9\u30c3\u30af\u306f\u3001\u53d7\u52d5\u7684\u306a\u6a5f\u68b0\u7684\u30cf\u30a6\u30b8\u30f3\u30b0\u304b\u3089\u3001\u9ad8\u6bd4\u7387\u904a\u661f\u30ae\u30a2\u3068\u30a4\u30f3\u30dc\u30fc\u30c9\u30e2\u30fc\u30bf\u30fc\u5468\u8fba\u306e\u30b3\u30f3\u30d1\u30af\u30c8\u306a\u51b7\u5374\u30eb\u30fc\u30d7\u3092\u7d44\u307f\u8fbc\u3093\u3060\u30b9\u30de\u30fc\u30c8\u30a2\u30af\u30c1\u30e5\u30a8\u30fc\u30bf\u30fc\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> 5.5. \u6d41\u901a\u30c1\u30e3\u30cd\u30eb\u5225<\/p>\n<p>OEM\u306f\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u304c\u30db\u30e2\u30ed\u30b2\u30fc\u30b7\u30e7\u30f3\u3068\u4fdd\u8a3c\u6307\u6a19\u306b\u6700\u521d\u304b\u3089\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u305f\u3081\u30012024\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u898f\u6a21\u306e83.77%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u30b7\u30e3\u30b7\u30fc\u958b\u767a\u306b\u8f03\u6b63\u3092\u7d44\u307f\u8fbc\u3080\u305f\u3081\u3001\u5f8c\u304b\u3089\u306e\u6539\u9020\u306f\u8907\u96d1\u3067\u8cbb\u7528\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u305d\u308c\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u30a2\u30d5\u30bf\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u306f\u3001\u5927\u578b\u30d5\u30ea\u30fc\u30c8\u3084\u7279\u6b8a\u306a\u6539\u9020\u696d\u8005\u304c\u4e8b\u6545\u30ea\u30b9\u30af\u3092\u6291\u5236\u3059\u308b\u305f\u3081\u306b\u8eca\u7dda\u7dad\u6301EPS\u30ad\u30c3\u30c8\u3092\u5f8c\u4ed8\u3051\u3059\u308b\u305f\u3081\u30012030\u5e74\u307e\u3067\u306b10.84%\u3068\u3044\u3046\u5065\u5168\u306aCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u6539\u9020\u30ad\u30c3\u30c8\u306f\u901a\u5e38\u3001\u30af\u30e9\u30b98\u30c8\u30e9\u30c3\u30af\u3084\u90fd\u5e02\u30d0\u30b9\u3092\u5bfe\u8c61\u3068\u3057\u3066\u304a\u308a\u3001\u9577\u6642\u9593\u306e\u65e5\u5e38\u904b\u8ee2\u304c\u75b2\u52b4\u8efd\u6e1b\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u5897\u5e45\u3055\u305b\u307e\u3059\u3002<\/p>\n<p># 6. \u5730\u57df\u5206\u6790<\/p>\n<p> 6.1. \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<p>\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u30012024\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306e46.31%\u3092\u5360\u3081\u3001\u4e2d\u56fd\u306eEV\u88dc\u52a9\u91d1\u3001\u73fe\u5730\u8abf\u9054\u898f\u5247\u3001\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306e\u4fca\u654f\u6027\u304c\u7a4d\u6975\u7684\u306a\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u9769\u65b0\u306b\u3064\u306a\u304c\u308b\u305f\u3081\u30012030\u5e74\u307e\u3067\u306b10.34%\u3068\u3044\u3046\u6700\u9ad8\u306eCAGR\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002NIO\u306e\u3088\u3046\u306a\u56fd\u5185OEM\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5dee\u5225\u5316\u3057\u3001\u65e9\u671f\u306e\u81ea\u52d5\u904b\u8ee2\u5bfe\u5fdc\u3092\u4e3b\u5f35\u3059\u308b\u305f\u3081\u306b\u3001\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7\u30bb\u30c0\u30f3\u306b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3092\u642d\u8f09\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u306f\u3001JTEKT\u3084NSK\u304cEPS\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u4e16\u754c\u4e2d\u306b\u8f38\u51fa\u3057\u3001\u8efd\u81ea\u52d5\u8eca\u306e\u52b9\u7387\u76ee\u6a19\u304b\u3089\u5f97\u305f\u77e5\u898b\u3092\u3088\u308a\u5927\u578b\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u6295\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u6280\u8853\u7684\u306a\u6df1\u3055\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002\u97d3\u56fd\u306e\u30b7\u30b9\u30c6\u30e0\u30cf\u30a6\u30b9\u306f\u3001\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u5c02\u9580\u77e5\u8b58\u3092\u6d3b\u7528\u3057\u30665G\u30ea\u30f3\u30af\u3092\u4ecb\u3057\u305f\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u7d71\u5408\u3057\u3066\u304a\u308a\u3001\u540c\u56fd\u306e\u30b3\u30cd\u30af\u30c6\u30c3\u30c9\u30ab\u30fc\u6226\u7565\u3068\u5171\u9cf4\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> 6.2. \u5317\u7c73<\/p>\n<p>\u5317\u7c73\u306f\u3001NHTSA\u306e\u7fa9\u52d9\u5316\u3068\u3001\u9ad8\u30a2\u30b7\u30b9\u30c8\u30d4\u30c3\u30af\u30a2\u30c3\u30d7\u30c8\u30e9\u30c3\u30af\u306b\u5bfe\u3059\u308b\u6d88\u8cbb\u8005\u306e\u55dc\u597d\u306b\u3088\u3063\u3066\u523a\u6fc0\u3055\u308c\u3001\u8ca9\u58f2\u91cf\u3067\u7b2c2\u4f4d\u306b\u30e9\u30f3\u30af\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30c6\u30b9\u30e9\u306e\u30b5\u30a4\u30d0\u30fc\u30c8\u30e9\u30c3\u30af\u306b\u304a\u3051\u308b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u306e\u5b9f\u88c5\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30e2\u30c7\u30eb\u30e9\u30a4\u30f3\u306b\u6ce2\u53ca\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u6ce8\u76ee\u5ea6\u306e\u9ad8\u3044\u5b9f\u8a3c\u4f8b\u3067\u3059\u3002\u9577\u8ddd\u96e2\u30c8\u30e9\u30c3\u30af\u8f38\u9001\u306b\u304a\u3051\u308b\u30d5\u30ea\u30fc\u30c8\u63a1\u7528\u306f\u3001\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304c\u30c9\u30e9\u30a4\u30d0\u30fc\u4e0d\u8db3\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306b\u8eca\u7dda\u4e2d\u592e\u7dad\u6301\u3092\u63a1\u7528\u3059\u308b\u305f\u3081\u3001\u5730\u57df\u306e\u9700\u8981\u3092\u3055\u3089\u306b\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> 6.3. \u30e8\u30fc\u30ed\u30c3\u30d1<\/p>\n<p>\u6b27\u5dde\u306e\u53b3\u683c\u306aCO2\u6392\u51fa\u91cf\u5236\u9650\u3068\u4e00\u822c\u5b89\u5168\u898f\u5247\u306f\u3001\u63a1\u7528\u7387\u3092\u9ad8\u304f\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u7dca\u6025\u8eca\u7dda\u7dad\u6301\u6a5f\u80fd\u306b\u306f\u3001\u7cbe\u5bc6\u306a\u96fb\u5b50\u30e9\u30c3\u30af\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n<p> 6.4. \u5357\u7c73\u3001\u4e2d\u6771\u3001\u30a2\u30d5\u30ea\u30ab<\/p>\n<p>\u5357\u7c73\u3001\u4e2d\u6771\u3001\u30a2\u30d5\u30ea\u30ab\u306f\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u306f\u63a7\u3048\u3081\u3067\u3059\u304c\u3001\u4e16\u754c\u7684\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u3092\u3059\u3067\u306b\u642d\u8f09\u3057\u305fEV\u3092CKD\uff08\u5b8c\u5168\u30ce\u30c3\u30af\u30c0\u30a6\u30f3\uff09\u7d44\u7acb\u5de5\u5834\u304c\u751f\u7523\u3057\u59cb\u3081\u308b\u306b\u3064\u308c\u3066\u3001\u6210\u9577\u66f2\u7dda\u304c\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u6cb9\u5727\u30dd\u30f3\u30d7\u306b\u5bfe\u3059\u308b\u8f38\u5165\u95a2\u7a0e\u306f\u3001\u73fe\u5730\u3067\u306e\u30e2\u30fc\u30bf\u30fc\u751f\u7523\u306e\u5897\u52a0\u3068\u6bd4\u8f03\u3057\u3066\u3001EPS\u306e\u30b3\u30b9\u30c8\u30d1\u30ea\u30c6\u30a3\u3092\u6709\u5229\u306b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u306e\u81ea\u7531\u8cbf\u6613\u570f\u306f\u3001\u591a\u56fd\u7c4d\u306eTier-1\u4f01\u696d\u304c\u30e9\u30c3\u30af\u306e\u73fe\u5730\u52a0\u5de5\u30bb\u30eb\u3092\u8a2d\u7f6e\u3059\u308b\u3053\u3068\u3092\u5968\u52b1\u3057\u3001\u3088\u308a\u8fc5\u901f\u306a\u4f9b\u7d66\u3068\u8a8d\u5b9a\u30b5\u30a4\u30af\u30eb\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># 7. \u7af6\u5408\u72b6\u6cc1<\/p>\n<p>\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306e\u96c6\u4e2d\u5ea6\u3067\u3042\u308a\u3001\u5f93\u6765\u306eTier-1\u4f01\u696d\u306f\u78ba\u7acb\u3055\u308c\u305f\u5951\u7d04\u3092\u4fdd\u6301\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u7279\u5316\u3057\u305f\u6a5f\u654f\u306a\u6311\u6226\u8005\u3068\u5bfe\u5cd9\u3057\u3066\u3044\u307e\u3059\u3002Bosch\u3001ZF Friedrichshafen\u3001JTEKT\u3001NSK\u3001Nexteer\u3001Continental\u306f\u3001\u6570\u5341\u5e74\u306b\u308f\u305f\u308b\u6a5f\u80fd\u5b89\u5168\u306e\u4fe1\u983c\u6027\u3068\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u88fd\u9020\u62e0\u70b9\u306b\u3088\u308a\u3001OEM\u304b\u3089\u306e\u53d7\u6ce8\u306e\u304b\u306a\u308a\u306e\u90e8\u5206\u3092\u5171\u540c\u3067\u652f\u914d\u3057\u3066\u3044\u307e\u3059\u3002\u5f7c\u3089\u306e\u8cc7\u672c\u529b\u306f\u3001\u78c1\u6027\u6750\u6599\u3001\u30bb\u30f3\u30b5\u30fc\u30d5\u30e5\u30fc\u30b8\u30e7\u30f3\u3001\u30b5\u30a4\u30d0\u30fc\u5f37\u5316\u30d5\u30a1\u30fc\u30e0\u30a6\u30a7\u30a2\u306b\u304a\u3051\u308b\u7d99\u7d9a\u7684\u306a\u7814\u7a76\u958b\u767a\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Schaeffler\u3001Hyundai Mobis\u3001AutonomouStuff\u306a\u3069\u306e\u65b0\u8208\u306e\u5c02\u9580\u4f01\u696d\u306f\u3001\u72ec\u81ea\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ec\u30a4\u30e4\u30fc\u3068\u7d44\u307f\u5408\u308f\u305b\u305f\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30ad\u30c3\u30c8\u3092\u901a\u3058\u3066\u5dee\u5225\u5316\u3092\u56f3\u3063\u3066\u304a\u308a\u3001\u30d6\u30e9\u30f3\u30c9\u3054\u3068\u306b\u518d\u30b9\u30ad\u30f3\u30cb\u30f3\u30b0\u304c\u53ef\u80fd\u3067\u3059\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5b9a\u7fa9\u578b\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u306f\u3001\u7af6\u4e89\u529b\u5b66\u3092\u518d\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u53ce\u76ca\u306f\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30e6\u30cb\u30c3\u30c8\u3068\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u63d0\u4f9b\u3055\u308c\u308b\u8ca9\u58f2\u5f8c\u306e\u6a5f\u80fd\u89e3\u9664\u306b\u3088\u3063\u3066\u5897\u52a0\u3057\u307e\u3059\u3002Tier-1\u4f01\u696d\u306f\u3001ZF\u306ecubiX\u3084Continental\u306eSCCU\u88fd\u54c1\u30e9\u30a4\u30f3\u306b\u4ee3\u8868\u3055\u308c\u308b\u3088\u3046\u306b\u3001\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3092\u30c9\u30e1\u30a4\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3068\u30d0\u30f3\u30c9\u30eb\u3059\u308b\u3053\u3068\u3067\u5bfe\u5fdc\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306b\u3088\u308a\u3001\u30b7\u30e3\u30b7\u30fc\u3068ADAS\u3092\u5358\u4e00\u306e\u30dc\u30fc\u30c9\u306b\u3059\u3067\u306b\u7d71\u5408\u3057\u3066\u3044\u308bOEM\u306b\u3068\u3063\u3066\u306e\u5207\u308a\u66ff\u3048\u30b3\u30b9\u30c8\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u77e5\u7684\u8ca1\u7523\u7af6\u4e89\u306f\u9632\u5fa1\u7684\u306a\u5800\u3092\u7bc9\u304d\u307e\u3059\u304c\u3001\u30af\u30ed\u30b9\u30e9\u30a4\u30bb\u30f3\u30b9\u3082\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u307e\u3059\u3002\u8907\u6570\u306e\u30c8\u30c3\u30d73\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u3001\u30d7\u30ed\u30b0\u30e9\u30e0\u306e\u7acb\u3061\u4e0a\u3052\u3092\u505c\u6ede\u3055\u305b\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u8a34\u8a1f\u3092\u907f\u3051\u308b\u305f\u3081\u30012025\u5e74\u521d\u982d\u306b\u79d8\u5bc6\u88cf\u306b\u7279\u8a31\u30d7\u30fc\u30eb\u4ea4\u6e09\u306b\u5165\u308a\u307e\u3057\u305f\u3002\u4fa1\u683c\u306e\u53ce\u675f\u304c\u8fd1\u3065\u304f\u306b\u3064\u308c\u3066\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u5951\u7d04\uff08\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306e\u983b\u5ea6\u3001\u4e88\u6e2c\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u5fdc\uff09\u306f\u3001\u7d14\u7c8b\u306a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30b3\u30b9\u30c8\u3068\u540c\u69d8\u306b\u3001\u53d7\u6ce8\u6c7a\u5b9a\u306b\u304a\u3044\u3066\u6c7a\u5b9a\u7684\u306a\u8981\u7d20\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30c7\u30fc\u30bf\u5206\u6790\u304c\u9577\u671f\u7684\u306a\u53ce\u76ca\u3092\u5f62\u6210\u3059\u308b\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306a\u88fd\u54c1\u30d7\u30e9\u30b9\u30b5\u30fc\u30d3\u30b9\u5206\u91ce\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># 8. \u4e3b\u8981\u4f01\u696d<\/p>\n<p>*   Robert Bosch GmbH<br \/>\n*   ZF Friedrichshafen AG<br \/>\n*   JTEKT Corporation<br \/>\n*   NSK Ltd<br \/>\n*   Nexteer Automotive Corporation<\/p>\n<p># 9. \u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e747\u6708: ZF\u306f\u30012026\u5e74\u304b\u3089\u30e1\u30eb\u30bb\u30c7\u30b9\u30fb\u30d9\u30f3\u30c4\u306b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u6280\u8853\u3092\u4f9b\u7d66\u3059\u308b\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001ZF\u304c\u30e1\u30eb\u30bb\u30c7\u30b9\u30fb\u30d9\u30f3\u30c4\u3092\u901a\u3058\u3066\u6b27\u5dde\u5e02\u5834\u306b\u3053\u306e\u6280\u8853\u3092\u521d\u3081\u3066\u5c0e\u5165\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u4e21\u793e\u306f\u3001ZF\u306e\u5e83\u7bc4\u306a\u30b7\u30b9\u30c6\u30e0\u5c02\u9580\u77e5\u8b58\u3068\u7d4c\u9a13\u3092\u6d3b\u7528\u3057\u3001\u30e1\u30eb\u30bb\u30c7\u30b9\u30fb\u30d9\u30f3\u30c4\u5c02\u7528\u306e\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30b7\u30b9\u30c6\u30e0\u3092\u5171\u540c\u958b\u767a\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e742\u6708: \u30d7\u30ec\u30df\u30a2\u30e0\u30b9\u30de\u30fc\u30c8\u96fb\u6c17\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306eNIO\u3068\u30c9\u30a4\u30c4\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b0\u30eb\u30fc\u30d7ZF\u306f\u3001\u6226\u7565\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u7bc0\u76ee\u3092\u8fce\u3048\u307e\u3057\u305f\u3002NIO\u306e\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u8eca\u4e21ET9\u306e\u300cSkyRide\u300d\u30b7\u30e3\u30b7\u30fc\u306bZF\u306e\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u6280\u8853\u304c\u7d71\u5408\u3055\u308c\u305f\u3053\u3068\u306f\u3001\u3053\u306e\u7cbe\u5bc6\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306e\u91cf\u7523\u958b\u59cb\u3092\u610f\u5473\u3057\u307e\u3059\u3002ET9\u306f\u3001NIO\u306eNT 3.0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u69cb\u7bc9\u3055\u308c\u305f\u6700\u521d\u306e\u30e2\u30c7\u30eb\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u8abf\u67fb\u306f\u3001\u5e02\u5834\u306e\u5b9a\u7fa9\u3068\u4eee\u5b9a\u3001\u8abf\u67fb\u7bc4\u56f2\u3001\u304a\u3088\u3073\u8a73\u7d30\u306a\u8abf\u67fb\u65b9\u6cd5\u306b\u57fa\u3065\u3044\u3066\u5b9f\u65bd\u3055\u308c\u3066\u304a\u308a\u3001\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u3067\u4e3b\u8981\u306a\u8abf\u67fb\u7d50\u679c\u304c\u307e\u3068\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\u306b\u3088\u308b\u3068\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306f2025\u5e74\u306b113.1\u5104\u7c73\u30c9\u30eb\u306e\u898f\u6a21\u306b\u9054\u3057\u30012030\u5e74\u307e\u3067\u306b\u306f183.6\u5104\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u6280\u8853\u5225\u3067\u306f\u3001\u96fb\u52d5\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\uff08EPS\uff09\u304c\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u304a\u308a\u30012024\u5e74\u306b\u306f\u30a2\u30af\u30c6\u30a3\u30d6\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u5168\u4f53\u306e72.22%\u3068\u3044\u3046\u5727\u5012\u7684\u306a\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u306e\u306f\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\uff08Steer-by-Wire\uff09\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u30012030\u5e74\u307e\u3067\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f12.32%\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u5c06\u6765\u306e\u5e02\u5834\u3092\u5f62\u6210\u3059\u308b\u91cd\u8981\u306a\u6280\u8853\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u8eca\u4e21\u30bf\u30a4\u30d7\u5225\u3067\u306f\u3001\u4e57\u7528\u8eca\u304c\u5e02\u5834\u306e63.81%\u3092\u5360\u3081\u308b\u6700\u5927\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3042\u308a\u30012030\u5e74\u307e\u306711.98%\u306eCAGR\u3067\u5805\u8abf\u306b\u62e1\u5927\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u4e3b\u306a\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u81ea\u52d5\u8eca\u306e\u96fb\u52d5\u5316\u63a8\u9032\u306b\u3088\u308bEPS\u306e\u666e\u53ca\u62e1\u5927\u3001ADAS\uff08\u5148\u9032\u904b\u8ee2\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u304a\u3088\u3073\u81ea\u52d5\u904b\u8ee2\u6a5f\u80fd\u306b\u5bfe\u5fdc\u3057\u305f\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u5b89\u5168\u898f\u5236\u5f37\u5316\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\uff08OEM\uff09\u306b\u3088\u308b\u30e2\u30b8\u30e5\u30e9\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c\u3001\u9ad8\u30c8\u30eb\u30af\u96fb\u52d5\u30e2\u30fc\u30bf\u30fc\u306e\u30b3\u30b9\u30c8\u30c0\u30a6\u30f3\u3001OTA\uff08Over-The-Air\uff09\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u3088\u308b\u6a5f\u80fd\u6539\u5584\u3068\u67d4\u8edf\u6027\u306e\u5411\u4e0a\u3001\u305d\u3057\u3066Tier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u3088\u308b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u3068\u30c9\u30e1\u30a4\u30f3\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306e\u30d0\u30f3\u30c9\u30eb\u5316\u306b\u3088\u308b\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u63d0\u4f9b\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8981\u56e0\u306f\u3001\u5e02\u5834\u306e\u6280\u8853\u9769\u65b0\u3068\u9700\u8981\u62e1\u5927\u3092\u5f37\u529b\u306b\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u6291\u5236\u3059\u308b\u8981\u56e0\u3082\u5b58\u5728\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u5f93\u6765\u306e\u6cb9\u5727\u30e6\u30cb\u30c3\u30c8\u3068\u6bd4\u8f03\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u30b3\u30b9\u30c8\u306e\u9ad8\u3055\u3001\u7279\u306b\u5b8c\u5168\u306a\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u304a\u3051\u308b\u4fe1\u983c\u6027\u3078\u306e\u61f8\u5ff5\u3001\u30c8\u30eb\u30af\u30bb\u30f3\u30b5\u30fc\u306a\u3069\u306e\u91cd\u8981\u90e8\u54c1\u306b\u304a\u3051\u308b\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u4e0d\u8db3\u3001\u305d\u3057\u3066\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u8a3c\u306b\u304a\u3051\u308b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u7279\u306b\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\u306e\u666e\u53ca\u306b\u304a\u3044\u3066\u306f\u3001\u3053\u308c\u3089\u306e\u8ab2\u984c\u304c\u77ed\u671f\u7684\u306a\u6210\u9577\u3092\u6291\u5236\u3059\u308b\u91cd\u8981\u306a\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u306e\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790\u3001\u898f\u5236\u74b0\u5883\u3001\u6280\u8853\u7684\u5c55\u671b\u3001\u304a\u3088\u3073\u30dd\u30fc\u30bf\u30fc\u306e\u30d5\u30a1\u30a4\u30d6\u30d5\u30a9\u30fc\u30b9\u5206\u6790\u3092\u901a\u3058\u3066\u3001\u5e02\u5834\u306e\u69cb\u9020\u3068\u7af6\u4e89\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u304c\u6df1\u304f\u6398\u308a\u4e0b\u3052\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u5206\u6790\u306f\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30bf\u30a4\u30d7\uff08\u6cb9\u5727\u3001\u96fb\u52d5\u3001\u96fb\u6cb9\u5727\u3001\u30b9\u30c6\u30a2\u30d0\u30a4\u30ef\u30a4\u30e4\uff09\u3001\u8eca\u4e21\u30bf\u30a4\u30d7\uff08\u4e57\u7528\u8eca\u3001\u5c0f\u578b\u5546\u7528\u8eca\u3001\u4e2d\u30fb\u5927\u578b\u5546\u7528\u8eca\u3001\u30d0\u30b9\u30fb\u30b3\u30fc\u30c1\uff09\u3001\u63a8\u9032\u30bf\u30a4\u30d7\uff08\u5185\u71c3\u6a5f\u95a2\u8eca\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\u3001\u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\u3001\u71c3\u6599\u96fb\u6c60\u96fb\u6c17\u81ea\u52d5\u8eca\uff09\u3001\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\uff08\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30b3\u30e9\u30e0\u3001\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30e9\u30c3\u30af\u3001\u30bb\u30f3\u30b5\u30fc\u3001\u5236\u5fa1\u30e2\u30b8\u30e5\u30fc\u30eb\u306a\u3069\uff09\u3001\u6d41\u901a\u30c1\u30e3\u30cd\u30eb\uff08OEM\u3001\u30a2\u30d5\u30bf\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\uff09\u3001\u304a\u3088\u3073\u5730\u57df\uff08\u5317\u7c73\u3001\u5357\u7c73\u3001\u6b27\u5dde\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u306e\u4e3b\u8981\u56fd\u3092\u542b\u3080\uff09\u3068\u3044\u3063\u305f\u591a\u89d2\u7684\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u57fa\u3065\u3044\u3066\u8a73\u7d30\u306b\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u7af6\u4e89\u74b0\u5883\u306b\u3064\u3044\u3066\u3082\u8a73\u7d30\u306b\u5206\u6790\u3055\u308c\u3066\u304a\u308a\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u4e3b\u8981\u4f01\u696d\u306e\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u3001\u304a\u3088\u3073Robert Bosch GmbH\u3001ZF Friedrichshafen AG\u3001JTEKT Corporation\u3001NSK Ltd\u3001Nexteer Automotive Corporation\u3001ThyssenKrupp AG\u3001Hyundai Mobis Co. Ltd\u3001Denso Corporation\u3001Hitachi Astemo Ltd\u3001Knorr-Bremse AG\u3001GKN Automotive Limited\u3001Mitsubishi Electric Corporation\u3001Valeo SA\u3001Schaeffler AG\u3001Danfoss A\/S\u3068\u3044\u3063\u305f\u4e3b\u8981\u306a\u30b0\u30ed\u30fc\u30d0\u30eb\u4f01\u696d\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u4f01\u696d\u306f\u3001\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u63d0\u4f9b\u3001\u6700\u8fd1\u306e\u52d5\u5411\u3001\u5e02\u5834\u3067\u306e\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u306a\u3069\u3001\u591a\u89d2\u7684\u306a\u8996\u70b9\u304b\u3089\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7d50\u8ad6\u3068\u3057\u3066\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30d1\u30ef\u30fc\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u5e02\u5834\u306f\u3001\u81ea\u52d5\u8eca\u7523\u696d\u306e\u96fb\u52d5\u5316\u3068\u81ea\u52d5\u904b\u8ee2\u6280\u8853\u306e\u9032\u5316\u3092\u80cc\u666f\u306b\u3001\u4eca\u5f8c\u3082\u5805\u8abf\u306a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u6709\u671b\u306a\u5e02\u5834\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u9ad8\u30b3\u30b9\u30c8\u3001\u4fe1\u983c\u6027\u306e\u78ba\u4fdd\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5b89\u5b9a\u5316\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3068\u3044\u3063\u305f\u8ab2\u984c\u3078\u306e\u7d99\u7d9a\u7684\u306a\u5bfe\u5fdc\u304c\u3001\u5e02\u5834\u306e\u3055\u3089\u306a\u308b\u767a\u5c55\u306b\u306f\u4e0d\u53ef\u6b20\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u3053\u308c\u3089\u306e\u6a5f\u4f1a\u3068\u8ab2\u984c\u3092\u6df1\u304f\u7406\u89e3\u3059\u308b\u305f\u3081\u306e\u8cb4\u91cd\u306a\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104730"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=104730"}],"version-history":[{"count":1,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104730\/revisions"}],"predecessor-version":[{"id":104733,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104730\/revisions\/104733"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=104730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=104730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=104730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}