Annual Report 2021

13 舜宇光學科技（集團）有限公司 • 2021 年報 Management Discussion and Analysis 管理層討論與分析 在汽車市場，根據市場調研機構 Canalys 最新 發佈的數據顯示，二零二一年全球新車銷量僅 較二零二零年增長約 4.0% ，供應鏈芯片短缺成 為制約全球汽車市場復蘇的最大因素。但汽車 駕駛「電動化、網聯化、智能化」的浪潮勢不可 擋，新能源汽車的快速崛起與自動駕駛技術的 持續迭代進一步推動 ADAS 及自動駕駛系統的 蓬勃發展。單車的攝像頭無論是搭載數量或是 規格要求都在持續提升，激光雷達等多傳感器 融合趨勢深入發展，助力自動駕駛安全等級的 進一步提升。除此之外，智能車燈及抬頭顯示 （「 HUD 」）的應用需求也有所發展。本集團在 車載領域深耕多年，在技術創新與產品性能上 均處於行業領先水平。面對快速變化的市場環 境，本集團積極展開全面的市場佈局，獲得國 內外主要客戶的高度認可。 為應對自動駕駛技術的進一步發展，各國政府 進一步完善了與自動駕駛相關的政策和法律法 規。二零二一年一月，聯合國（「 聯合國 」）《有 關自動車道保持系統（「 ALKS 」）》法規正式開始 生效，這也是全球首個針對 3 級自動駕駛車輛 具有約束力的法規，該法規規定了自動駕駛車 輛開啟自動車道保持功能的具體需求、移交條 件及干預條件。同時，美國交通運輸部發佈了 《自動駕駛汽車綜合計劃》，該計劃進一步明確 了美國自動駕駛汽車的發展方向。二零二一年 四月，英國運輸部宣佈對《高速公路法規》的修 改提議展開公共諮詢，為二零二一年底之前允 許 3 級自動駕駛汽車在英國道路上行駛完善法 律基礎。二零二一年五月，德國聯邦委員會通 過了《自動駕駛法案》的立法，該法案允許 4 級 自動駕駛汽車於二零二二年開始在德國的公共 道路和指定區域內行駛。而在中國，中國公安 部於二零二一年三月發佈了《道路交通安全法 （修訂建議稿）》，明確了具有自動駕駛功能的汽 車進行道路測試和通行的相關要求以及違法和 事故責任分擔規定，這是中國第一次在基礎法 律層面對自動駕駛汽車提出的具體立法，具有 In the automobile market, according to the latest data issued by Canalys, a market research firm, the global new vehicle sales in 2021 only increased by approximately 4.0% as compared to that of 2020. The shortage of chips in the supply chain became the most significant factor to restrict the recovery of the global automobile market. However, driven by the overwhelming “electrified, connected, intelligent” wave of vehicle driving, the rapid rise of new energy vehicles and the continuous iteration of autonomous driving technologies further boosted the booming development of ADAS and autonomous driving systems. The constantly higher requirements on the number or specification of cameras on single vehicle and the in-depth development trend on the integration of multi-sensor, such as LiDAR, facilitated further improvement of autonomous driving safety. In addition, the demand for the application of smart headlamp and head-up display (“ HUD ”) also grew. The Group has cultivated in the vehicle field for years and maintained a leading position in the industry in terms of technological innovation and product performance. Facing the rapid-changing market environment, the Group actively carried out a comprehensive market layout and was highly recognized by major customers both at home and abroad. To respond to the further development of autonomous driving technologies, governments of various countries have further improved relevant policies, laws and regulations on autonomous driving. In January 2021, the United Nations (“ UN ”) regulation on the “Automated Lane Keeping Systems (“ ALKS ”)” officially came in effect. It is the first binding regulation on level 3 of autonomous driving vehicles globally and sets out specific conditions, handover conditions and intervention conditions on initiating the automated lane keeping function of autonomous driving vehicles. At the same time, the Department of Transportation of the U.S. released the “Comprehensive Plan for Automated Vehicles”, which further clarifies the direction of the development of autonomous driving vehicles in the U.S.. In April 2021, the Department for Transport of the U.K. carried out a public consultation on proposed changes to the “Highway Code” to improve the legal basis for allowing level 3 of autonomous driving vehicles to travel on roads in the U.K. by the end of 2021. In May 2021, the German Bundestag has adopted the legislation of the “Act on Automated Driving” that will allow level 4 of autonomous driving vehicles to be used on public roads and in defined areas in Germany by 2022. In China, the Ministry of Public Security of the PRC released the “Draft Proposed Amendments of the Road Traffic Safety Law” in March 2021, which clarifies the requirements related to road testing