imaging technologies for automotive - system plus consulting · o direct cost analysis from...
TRANSCRIPT
From Technologies to Market
Imaging Technologies for
Automotive2016 Sample
From Technologies to Market
© 2016
2
REPORT OBJECTIVES
Provide a clear understanding of applications and related technologies.
Ecosystem identification and analysis:
• Determine applications range
• Technical market segmentation
• Economic requirements by segment
• Key players by market and analysis
• Market size and market forecast in $M and Munits
Analysis and description of market and technologies involved:
• Major actors on a global basis
• Detailed applications per market segment
• Technology identification for different products and processes
• Competing technologies
• Main technical challenges
Ecosystem
Market
Technology
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
3
WHO SHOULD BE INTERESTED IN THIS REPORT?
Sensor manufacturers and vendors:
o Evaluate market potential of future technologies and products for new applicative markets
o Screen potential new suppliers for introducing new disruptive technologies
o Monitor and benchmark your competitors’ advancements
Automotive companies:
o Spot new technologies and define diversification strategies
o Position your company in the ecosystem
Technology suppliers:
o Understand the strategies of automotive players
Equipment & materials manufacturers:
o Understand the ecosystem dynamics
o Understand the differentiated value of your products and technologies in this market
o Identify new business opportunities and prospects
Electronics manufacturers and original equipment makers:
o Evaluate the benefits of using these new technologies in your end-system
o Screen and select new sensor suppliers
Financial & strategic investors:
o Understand the potential of technologies and markets
o Familiarize yourself with key emerging companies and start-ups
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
4
METHODOLOGY
• Yole’s methodology for building market forecasts is different from other market research companies' methodologies:
o Our approach is to build a model where all the data from product shipments, module sales, sensor production, and player market share is collectively linked with detailed assumptions.
• We collect data from several sources, including:
o Primary data from direct interviews and visits with main players
o Direct contacts and surveys with equipment & materials suppliers
o Direct cost analysis from teardown reports conducted by System Plus Consulting
o Comparisons between publically-available secondary data from OICA, Gartner, IDC, etc.
• As a result, we are able to present synthetic market metrics intrinsic to this specific industry:
o The main advantage of this approach is to deliver homogeneous data from unit shipments and system sales to player market share
o We regularly update the market information presented in this study
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
5
METHODOLOGIES & DEFINITIONS
Yole’s market forecast model is based on the following elementary structured blocks:
Yole’sanalysis
framework
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
6
TABLE OF CONTENTS
Part 1/1
• Glossary 6
• Report Objectives & Methodologies 5
• Introduction 28
Global trends
Automotive market trend
• Market Forecast 40
Automotive imaging shipment forecast 2012-2021
by application in M units
Automotive imaging sensor revenue forecast 2012-
2021 by application in $M
Automotive imaging camera revenue forecast 2012-
2021 by application in $M
Automotive imaging camera revenue forecast 2012-
2021 by component in $M
• Player and ecosystem 50
Automotive imaging camera market breakdown by
manufacturer
Automotive imaging sensor market breakdown by
manufacturer
Automotive imaging lens set market breakdown by
manufacturer
Automotive imaging camera supply chain
• Automotive visible camera market trend 60
Automotive imaging within global CIS forecast
2012-2021
Automotive imaging within global CCM forecast
2012-2021
Rearview and surround cameras
Forward ADAS cameras
Mirror replacement cameras
Driver monitoring and infotainment
• Automotive night vision camera market trend 90
Automotive LWIR camera forecast 2012-2021
• Automotive lidar vision camera market trend 100
Automotive LIDAR camera forecast 2012-2021
• Technology trends 110
High Dynamic Range
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
7
TABLE OF CONTENTS
Part 2/1
Back Side Illumination
Global Shutter
Time of Flight
Stereo cameras
Solid state lidars
Event based sensors
General Technology roadmap
• Conclusion 152
• Company profile 155
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
8
ABOUT THE AUTORS
Biography & contact
Pierre Cambou
From 1999, Pierre Cambou has been part of the imaging industry. Pierre took several positions at Thomson TCS which became Atmel Grenoble in 2001 and e2v Semiconductors in 2006. In 2012 he founded a start-up called Vence Innovation (now Irlynx) in order to bring to market a disruptive infrared Man to Machine interaction technology. He has an Engineering degree from Université de Technologie de Compiègne and a Master of Science from Virginia Tech. More recently he graduated with an MBA from Grenoble Ecole de Management. He joined Yole Développement as Imaging Activity Leader in 2014.
Contact: [email protected]
©2016 | www.yole.fr | Status of the CMOS image sensor industry
Guillaume Girardin, Market & Technology Analyst
Guillaume Girardin works at Yole Développement as a Market & Technology Analyst for MEMS devices and technologies. Guillaume holds a Ph.D. in Physics and Nanotechnology from Claude Bernard University Lyon 1, and an M.Sc. in Technology and Innovation Management from EM Lyon School of Business. He has contributed to several marketing and technological analyses and has authored many reports and articles.
Contact: [email protected]
Dr. Eric Mounier, Senior Analyst
Dr. Eric Mounier has a PhD in Microelectronics from the INPG in Grenoble. In 1998, he co-founded Yole Développement, a market research company based in France. At Yole, Dr. Mounier oversees market analysis for MEMS & sensors, visible and IR imagers (CIS, microbolometers, etc.), semiconductors, printed electronics, and photonics (i.e. silicon photonics). He has contributed to over 200 marketing and technological analyses and 70 reports. Dr. Mournier is also an expert at the OMNT ("Observatoire des Micro & Nanotechnologies") for Optics.
Contact: [email protected]
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
9
RELATED REPORTS
Discover more related reports within our bundles here.
©2016 | www.yole.fr | Point-of-Need Testing: Application of Microfluidic Technologies
11
WHAT IS IMAGING?
Ability to “perceive” the environment at a distance using propagating waves
Imaging goes beyond the
human sense of vision
Electromagnetic Wave
Luminance & Color
imaging
Time of Flight
3D imaging
Mechanical Wave
Time of Flight
3D imaging
GAMMA-RAY X-RAY UV VISIBLE NEAR-IR RADAR RADIO
1mm3mm780nm380nm10nm0.01nm0.000001nm 10cm 10m
LWIR THz
INFRASOUNDSOUNDULTRASOUNDHYPERSOUNDHEAT
THz GHz Hz
100m10cm100nm 10µm1nmHzkHzMHzGHzTHz
0.01nm
OCT LIDAR
An image can be “perceived” if at least some 50 pixel x 50 pixel, grey scale matrix is obtained
SAR
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
12
IMAGING FOR AUTOMOTIVE
Which are the imaging devices?
Visible, 3D, and
night vision cameras are
currentimaging
devices for automotive
Ultrasound
Parking, SR pedestrian & obstacle detection
Short-range radarFront & rear parking
Long-range radar
Adaptive Cruise Control
Visible camerasBlind-spot, side-view (mirrorless cars),
accident recorder, rear park assist
Stereo cameras: direction & distance for
LDWS & traffic sign recognition
Night vision cameraPedestrian / animal detection
LIDAR
Dead reckoning sensorsOdometry
Automotive radars
do not qualify as
imaging device,
this could become
possible in the
future
3D mapping of surroundings
Automotive Lidars
do start to qualify
as imaging devices
3D camerasGesture recognitions
presence detection,
driver monitoring
IMAGING
DEVICES
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
13
$200B
FINAL APPLICATION MARKET FOR CAMERAS
Two industries controlled by
giant companies with ~$200B in
revenue
2015 camera & industry revenue comparison
Consumer Electronics
IndustryAutomotive $2.26T
CAGR +3.2%
91M units
ASP $25,000$1.2T
CAGR +3.1%
3,966M units
ASP $300
$152B
CAGR +7%
91M units
ASP $1,670
≈ ≈ ≈ ≈
The automotive
industry
$2.1B
CAGR +24%
86M units
ASP $24.4Automotive Cameras
$25.5B
CAGR +11%
4,800M units
ASP $5.3
Consumer CamerasAutomotive
Electronics
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
14
Market renewal brings in many types of new
players
Software, Hardware and ADAS at the intersection of current automotive macrotrends
AUTOMOTIVE MARKET MACROTRENDS
New
competition
& regulation
New
playersTech companies
New
business
models
Environment
Efficiency• Lighter materials,
recyclability
• Improved internal
combustion engines
• Powertrain electrification
Shared
Mobility• Car sharing
• Car pooling
• On demand
• Etc…
Digital
Connectivity• Entertainment
• Data handling
• Mapping
Software
Hardware
New
playersStartups
&
ADAS
Safety• Computer design
& simulation
• Braking assist
• Airbags
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
15
AUTOMOTIVE IMAGING CAMERA REVENUE FORECAST 2012–2021
By application (in $M)
The market will triple with the number of
cameras
Yole Développement © May 2015
“For display” camera is half of the market, “ADAS camera” is the other half
Due to better ASP profile, the Forward ADAS cameras should be the main segment by 2018
Devices other than visible cameras will start to become significant by 2021
TOTAL 233 565 1,088 2,053 3,271 4,543 5,435 6,173 6,781 7,328 23.6%
YoY Growth 124% 143% 93% 89% 59% 39% 20% 14% 10% 8%
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
16
AUTOMOTIVE IMAGING MARKET BREAKDOWN
By manufacturer
Market shareand
Analysis
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
17
SENSOR MODULE ASP FOR EACH AUTOMATION LEVEL
A level-3 car will have $2,200
worth of embedded
sensors for AD
Sensors -
Level 1# Cost
Ultrasonic 4 $15
Radar LRR 1 $125
Camera for
surround1 $80
TOTAL 6 $265
Sensors –
Level 2# Cost
Ultrasonic 8 $15
Radar LRR 1 $125
Radar SRR 4 $50
Camera for
surround4 $80
TOTAL 17 $765
LEVEL 1
LEVEL 2
LEVEL 3Assisted
drivingFull
automation
ACC LDWS
ACC LDWS
LKA
PA
ACC LDWS
LKA
PAAEB DM
TJA
ACC LDWS
LKA
PAAEB DM Sensor fusion
ACC LDWS
LKA
PAAEB DM
Sensor
fusion
AP
everywhere
2015 2021 2030 2040< 2012
ACC: Adaptive Cruise Control
LDWS: Lane-Departure Warning
System
LKA: Lane-Keeping Assist
PA: Park Assist
AEB: Automatic Emergency Braking
DM: Driver Monitoring
AP: Automatic Pilot
Functionalities
TJA
AP highway
TJAAP
highway
LEVEL 5
LEVEL 4
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
18
AUTOMOTIVE IMAGING TECHNOLOGY TREND
Breakthrough technologies for automotive(Source: Yole Développement, 2016)
Players Application
Near Infrared Increased dynamics / Active imaging
Time of Flight In-cabin driver monitoring
Stereo cameras 3D sensing forward cameras
Time Gated Sensors All weather sensing
Far Infrared Pedestrian & animal detection
Solid state Lidar 3D sensing forward cameras
Hyperspectral Sensors Object classification
Event based sensors High speed & low bandwidth sensing
©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
19
DIGITAL IMAGING
Key technologies for the future of sensing
Beyond luminance
1960 2000 2020 2030 2035
Technology x Market
Footprint
5 years10 years20 years40 years
2D Imaging
Luminance 3D Imaging
Depth 4D Imaging
Time 5D Imaging
Spectral
beyond
Visible &
Near infrared
Time of Flight
Stereo
Time gating
Solid state Lidars Event based
LWIR fusion
Hyperspectral
Acceleration : The speed of technology change doubles every technology shift
©2016 | www.yole.fr | SOITEC Conference©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
21
MEMS &
Sensors
LED
Compound
Semi.
Imaging Photonics
MedTech
Manufacturing
Advanced Packaging
Batteries / Energy
Management
Power
Electronics
FIELDS OF EXPERTISE
Yole Développement’s 30 analysts operate in the following areas
©2016 | www.yole.fr | About Yole Développement
22
4 BUSINESS MODELS
o Consulting and Analysis
• Market data & research, marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering & costing
• Patent analysis
www.yole.fr
o Reports
• Market & Technology reports
• Patent Investigation and patent infringement risk analysis
• Teardowns & Reverse Costing Analysis
• Cost Simulation Tool
www.i-Micronews.com/reports
o Financial services
• M&A (buying and selling)
• Due diligence
• Fundraising
• Maturation of companies
• IP portfolio management & optimization
www.yolefinance.com
www.bmorpho.com
o Media
• i-Micronews.com website
• @Micronews e-newsletter
• Communication & webcast services
• Events
www.i-Micronews.com
©2016 | www.yole.fr | About Yole Développement
23
A GROUP OF COMPANIES
Market,
technology and
strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinance.com
Innovation and business maker
www.bmorpho.com
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr
©2016 | www.yole.fr | About Yole Développement
24
OUR 2016 REPORTS PLANNINGo MEMS & SENSORS
− Gas Sensors and Combos 2016
− Status of the MEMS Industry 2016*
− Sensors for Cellphones and Tablets 2016
− Market and Technology Trends of Inkjet Printheads: Towards New Printing Opportunities
2016…
− Sensors for Biometry and Recognition 2016
− Finger Print Sensors Market and Technologies 2016
− 3D Imaging & Sensing 2016**
− Silicon Photonics 2016
− Emerging Non Volatile Memories 2016*
o IMAGING & OPTOELECTRONICS
− Status of the CMOS Image Sensor Industry 2016*
− Uncooled Infrared Imaging Technology & Market Trends 2016*
− Imaging Technologies for Automotive 2016
− Sensors for Drones & Consumer Robots 2016
− 3D Imaging & Sensing 2016**
− Silicon Photonics 2016
o MEDTECH
− BioMEMS 2016
− Point of Need Testing 2016: Application of Microfluidic Technologies
o ADVANCED PACKAGING
− FanOut WLP: Technology Trends and Business Update 2016*
− Embedded Die Packaging: Technology and Markets Trends 2016*
− 2.5D & 3D IC Business Update 2016
− Status of the Advanced Packaging Industry 2016*
− Advanced Packaging in Emerging Markets: China 2016
− Supply Chain Readiness for Panel Manufacturing in Packaging 2016
o MANUFACTURING
− Inspection and Metrology Technology and Applications Trends in Advanced Packaging 2016**
− Equipment and Materials for Fan Out Technology (Wafer vs Panel)
− Equipment and Materials for Advanced Substrates
− Equipment and Materials for 3D T(X)V Technology
− Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS 2016
o COMPOUND SEMICONDUCTORS
− SiC Modules, Devices and Substrates for Power Electronics 2016*
− GaN Modules, Devices and Substrates for Power Electronics 2016*
− Sapphire Applications & Market 2016: from LED to Consumer Electronics*
− RF GaN Technology and Market Analysis 2016
o LED
− Sapphire Applications and Market 2016: From LED to Consumer Electronics*
− LED Packaging 2016
− Microdisplays and MicroLEDs
− UV LED Technology, Manufacturing and Applications Trends 2016*
− OLED for Lighting 2016
− LED in Automotive Lighting 2016
o POWER ELECTRONICS
− Power Electronics in Electric and Hybrid Vehicles 2016
− Status of Power Electronics Industry 2016*
− Passive Components Technologies and Market Trends for Power Electronics 2016
− SiC Modules, Devices and Substrates for Power Electronics 2016*
− GaN Modules, Devices and Substrates for Power Electronics 2016*
− Inverter Technologies Trends & Market Expectations 2016
− Power Electronics for Renewable Energy 2016
− Thermal Management for LED and Power 2016
− RF GaN Technology and Market Analysis 2016
o BATTERY
− Market Trends and Technologies in Battery Pack and Assembly 2016
− Innovative and Emerging Technologies in Energy Storage Market 2016
**To be confirmed
Patent Analysis by Knowmade and Teardown & Reverse Costing by System Plus Consulting are available on
www.i-micronews.com
©2016 | www.yole.fr | About Yole Développement
25
OUR 2015 PUBLISHED REPORTS LIST
o MEMS & SENSORS
− Sensors and Data Management for Autonomous Vehicles
− Sensors for Wearable Electronics And Mobile Healthcare
− Status of the MEMS Industry
− Uncooled Infrared Imaging Technology & Market Trends
− Infrared Detector Technology & Market Trends
− High-End Gyroscopes, Accelerometers and IMUs for Defense, Aerospace & Industrial
− Emerging Non Volatile Memory (NVM) Technology & Market Trends
o IMAGING & OPTOELECTRONICS
− Camera Module Industry
− Uncooled Infrared Imaging Technology & Market Trends
− Status of the CMOS Image Sensors
− Infrared Detector Technology & Market Trends
o MEDTECH
− Sample Preparation Automation Through Emerging Microfluidic Technologies
− 2015 Microfluidic Applications in the Pharmaceutical, Life Sciences, In-Vitro Diagnostic, and
Medical Device Markets
− Sensors for Wearable Electronics And Mobile Healthcare
o COMPOUND SEMICONDUCTORS
− Sapphire Applications & Market 2015: from LED to Consumer Electronics
− SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications
− GaN and SiC Devices for Power Electronics Applications
o LED
− LED Lighting Module Technology, Industry and Market Trends 2015
− UV LED - Technology, Manufacturing and Application Trends
− Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays
− Sapphire Applications & Market 2015: from LED to Consumer Electronics
o POWER ELECTRONICS
− Power Packaging Technology Trends and Market Expectations
− Energy Management for Smart Grid, Cities and Buildings: Opportunities for Battery
Electricity Storage Solutions
− Status of Chinese Power Electronics Industry
− New Technologies and Architectures for Efficient Data Center
− IGBT Market and Technology Trends
− Status of Power Electronics Industry
− SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications
− GaN and SiC Devices for Power Electronics Applications
o ADVANCED PACKAGING
− Status of the Advanced Packaging Industry
− Supply Chain Readiness for Panel Manufacturing in Packaging
− Fan-in Wafer Level Packaging: Market and Technology Trends
− Flip Chip: Technologies and Markets Trends
− Fan-Out and Embedded Die: Technologies & Market Trends
o MANUFACTURING
− Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED
Applications
− Emerging Non Volatile Memory (NVM) Technology & Market Trends
Patent Analysis by Knowmade and Teardown & Reverse Costing by System Plus Consulting are
available on www.i-micronews.com
©2016 | www.yole.fr | About Yole Développement
26
CONTACT INFORMATION
Follow us on
• Consulting and Specific Analysis
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected]
• Japan & Asia: Takashi Onozawa, Representative Director, Yole KKEmail: [email protected]
• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected]
• Report business
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected]
• Europe: Lizzie Levenez, Global Business Development Manager EMEAEmail: [email protected]
• Japan, Korea & Rest of Asia: Takashi Onozawa, Representative Director, Yole KK.Email: [email protected]
• Greater China: Mavis Wang, Business Development DirectorEmail: [email protected]
• Financial services
• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected]
• General
• Email: [email protected]
©2016 | www.yole.fr | About Yole Développement
Since 2008, when a recession acted as a wakeup call to the whole industry, the automotive market has undergone obvious structural change. Capitalizing on technologies initially developed for smartphones, electronics have invaded, and imaging technology is now taking center stage. From less than one camera per car on average in 2015, there will be more than three cameras per car by 2021, which means 371 million automotive imaging devices.
Cameras were initially mounted for ADAS purposes on high-end vehicles, with deep learning image analysis techniques promoting early adoption. The Israeli company Mobileye has been instrumental in bringing this technology to market, along with ON Semiconductor, which provided the CMOS image sensor. Copycat competition will probably pick up as the market now justifies initial investment in design and technology. It is now a well-established fact that vision-based autonomous emergency braking (AEB) is possible and saves life. Adoption of forward ADAS cameras will therefore accelerate.
Growth of imaging for automotive is also being fueled by the park assist application, and 360° surround view camera volume is skyrocketing. While it’s becoming mandatory in the US to have a rearview camera, that uptake is dwarfed by 360° surround view cameras, which enable a “bird’s eye
view” perspective. This trend is most beneficial to companies like Omnivision at sensor level and Panasonic and Valeo, which have become the main manufacturers of automotive cameras.
Mirror replacement cameras are currently the big unknown and take-off will primarily depend on its appeal and car design regulation. Europe and Japan are at the forefront of this trend, which should become slightly significant by 2021.
Solid state lidar is well talked about and will start to be found in high end cars by 2021. Cost reduction will be a key driver as the push for semi-autonomous driving will be felt more strongly by car manufacturers. The report will analyse the impact of lidar for automotive vision in detail.
Night vision cameras using Long Wave Infrared (LWIR) technology were initially perceived as a status symbol. However, they’re increasingly appreciated for their ability to automatically detect pedestrians and wildlife. LWIR will therefore become integrated into ADAS systems in future.
3D cameras will be limited to in-cabin infotainment and driver monitoring. This technology will be key for luxury cars and therefore is of limited use today.
If any significant semi-autonomous trend picks up, the technology will probably become mandatory, due to safety issues.
IMAGING TECHNOLOGIES FOR AUTOMOTIVE 2016Market & Technology report - October 2016
INFOTAINMENT AND ADVANCED DRIVER ASSISTANCE SYSTEMS (ADAS) PROPEL AUTOMOTIVE IMAGING
Imaging technology, which is currently mainly cameras, is exploding into the automotive space, and is set to grow at 20% CAGR to reach $7.3B in 2021.
KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com• Market forecast in $US and units
of automotive imaging sensors through 2021
• Market forecast in $US and units of automotive cameras through 2021
• Ecosystem analysis, player market share by components
• Market analysis covering visible cameras, solid state lidars, LWIR cameras and 3D cameras
• Technology roadmaps
OBJECTIVES OF THE REPORTIdentification and analysis of CMOS Image Sensor applications:• Determination of the range of
applications• Market and technology
segmentation• Market trends and forecasts• Key players at application and
system levelsAnalysis and description of the sensor technologies involved:• Sensor forecast by application and
technology• Major global actors • Technology trends • Main drivers and challenges
(Yole Développement, October 2016)
From applications to devices
Ultrasound Parking, SR pedestrian & obstacle detection
Short-range radar Front & rear parking
Long-range radar Adaptive Cruise Control
Visible cameras Blind-spot, side-view (mirrorless cars),
accident recorder, rear park assist Stereo cameras: direction & distance for
LDWS & traffic sign recognition
Night vision camera Pedestrian / animal detection
LIDAR
Dead reckoning sensors Odometry
3D mapping of surroundings
3D cameras Gesture recognitions presence detection, driver monitoring
IMAGING DEVICES
IMAGING TECHNOLOGIES FOR AUTOMOTIVE 2016
(Yole Développement, October 2016)
A MAZY TECHNOLOGICAL ROADMAP WILL BRING MANY OPPORTUNITIES
Early hurdles such as wide dynamic range and large fields of view have been overcome. New issues such as LED flickering and low light issues are currently being considered seriously. SONY and ST Microelectronics’ recent automotive sensor release are examples of the push for technology excellence aimed at displacing ON Semiconductor leadership in ADAS image sensors. The current maturity of CIS technology allows for wide adoption of imaging technologies and is also accelerating research for technical efficiencies. Improvements will drive competition and major breakthroughs like the
innovations seen in mobile devices could also happen in vehicles image sensors.
The diversity of applications and the sheer numbers of devices, including conventional, 3D and IR cameras and lidars, allows specialization. Image processing can in turn exploit the devices’ capabilities. Multiple processing approaches such as NVidia GPUs, or Kalray’s many-core approaches are competing to enter the market. As automobiles undergo electronic metamorphoses, imaging technology has become a key enabling technology.
Highly renowned Silicon Valley companies such as Google, Uber, and Tesla are investing in autonomous driving, bolstering consumer imagination. Cameras and video feedback is an obvious technology marker, which is becoming a must-have for car makers to differentiate themselves. Cameras for display purposes such as park assist are growing at 30% annually. However, they will suffer from quick commoditization, although lower average selling prices (ASPs) will be mitigated by increased resolution and increased volume.
Forward looking ADAS cameras are growing 22% annually will get more complex, which will keep prices high. Today tri-focal cameras and stereo-mounting are gaining popularity. New technologies will raise the bar in terms of security and drive the adoption of early semi-autonomous features. Industrial providers such as camera module players and optical lens set players are capitalizing on this technology-driven
environment. Asian leaders such as Sunny Optical and Sekonix are clearly benefiting from this trend.
Cameras don’t really compete with radar or lidar, and all three could be integrated, depending on price and the level of autonomy targeted. As car price reaches certain levels, cameras are the first to be mounted due to their low ASP, then radars are added, then eventually lidars.
Lidars are currently undergoing a technological and industrial revolution, thanks to companies like Delphy, Quanergy and SensL. By becoming solid-state they should be considered as true imaging devices. Their price point will fall below radars’, which are commonly used for ADAS, and consequently they will progressively be adopted by the top end of the automotive market. They will become central to semi-autonomous featured vehicles.
0
8
2012 2013 2014 2015 2016e 2017e 2018e 2019e 2020e 2021e
Rev
enue
($B
)
Dash camera Backup 360° suround Side mirror replacement Forward ADAS
Night vision Lidar Driver monitoring Gesture recognition
2012-2020 Automotive camera revenue forecast (in $B) by applications
IMAGING WILL TRANSFORM THE CAR INDUSTRY EN-ROUTE TO THE SELF-DRIVING PARADIGM SHIFT
Find more details about
this report here:
MARKET & TECHNOLOGY REPORT
Introduction 28
> Global trends> Automotive market trends
Market forecast 40> Automotive imaging shipment forecast
2012-2021 by application > Automotive imaging sensor revenue forecast
2012-2021 by application > Automotive imaging camera revenue forecast
2012-2021 by application > Automotive imaging camera revenue forecast
2012-2021 by component
Player and ecosystem 50> Automotive imaging camera market breakdown
by manufacturer> Automotive imaging sensor market breakdown
by manufacturer> Automotive imaging lens set market breakdown
by manufacturer> Automotive imaging camera supply chain
Automotive visible camera market trend 60> Automotive imaging within global CIS forecast
2012-2021
> Automotive imaging within global CCCM forecast 2012-2021
> Backup and surround cameras> Forward ADAS cameras> Mirror replacement cameras> Driver monitoring and infotainment
Automotive night vision camera market trend 90
> Automotive LWIR camera forecast 2012-2021
Automotive lidar market trend 100> Automotive LIDAR forecast 2012-2021
Technology trends 110
> High dynamic range> Back side illumination > Global shutter> Time of flight> Stereo cameras> Solid state lidar> Event based sensors> General technology roadmap
Conclusion 152
Company profile 155
TABLE OF CONTENTS (complete content on i-Micronews.com)
• Status of the CMOS Image Sensor Industry 2016: New Market and Technology Dynamics
• Sensors for Drones and Robots: Market Opportunities and Technology Revolution
• Uncooled Infrared Imaging Technology and Market Trends 2016
• Camera Module Industry Report• Automotive Lighting: Technology, Industry,
and Market TrendsFind all our reports on www.i-micronews.com
RELATED REPORTSBenef i t from our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages
Automotive imaging technology roadmap
(Yole Développement, October 2016)
AUTHORSIn 1999 Pierre Cambou joined the imaging indus tr y. He had earned an Engineering degree from Université de Technologie de Compiègne in parallel to a Master of Science from Virginia Tech in 1998. More recently he graduated from Grenoble Ecole de Management’s MBA. Pierre took several positions at Thomson TCS which became Atmel Grenoble in 2001 and e2v Semiconductors in 2006. In 2012 he founded the start-up Vence Innovation (now called Irlynx) in order to bring to market a disruptive Man to Machine interaction technology. He joined Yole Développement as Imaging Activity Leader in 2014.
COMPANIES CITED IN THE REPORT (non exhaustive list)Aisin Seiki, Ambarella, Apple, Blablacar, Bosch, BYD, Chronocam, Continental, Delphi, Denso, e2v, FLIR, Fujitsu, Google, Ibeo, Infineon, Invisage, Kalray, Kingpak, LFoundry, LG, Magna, Magneti Marelli, Melexis, Mobileye, Movidius, NXP, Nvidia, Omnivision, ON Semiconductor, Panasonic, PMD Technologies, Quanergy, SensL, Sensata, Sick, Soft Kinetic, SMIC, Socionext, Sony, STMicroelectronics, SK Hynix , Tesla, Toshiba, TSMC, TowerJazz, Uber, Valeo, Velodyne, Videantis, Volvo, X-Fab, and many more.
1960 2000 2020 2030 2035
Technology x market footprint
5 years 10 years 20 years 40 years
2D imaging luminance 3D imaging
depth 4D imaging time 5D imaging
spectral
beyond
Visible & near infrared
Time of flight
Stereo
Time gating
Solid state lidars Event based
LWIR fusion
Hyperspectral
Acceleration : The speed of technology change doubles every technology shift
Dr. Eric Mounier has a PhD in microelectronics from the INPG in Grenoble. He previously worked at CEA LETI R&D lab in Grenoble, France in marketing dept. Since 1998 he is a cofounder of Yole. At Yole Développement, Dr. Eric Mounier is in charge of market analysis for MEMS & Sensors, visible and IR imagers (CIS, microbolometers), semiconductors, printed electronics and photonics (e.g. Silicon photonics). He has contributed to more than 200 marketing & technological analysis and 100 reports. Eric is also an expert at the OMNT (“Observatoire des Micro & Nanotechnologies”) for Optics.
Guillaume Girardin works as a Market & Technology Analyst for MEMS devices and technologies at Yole Développement. Guillaume holds a Ph.D. In Physics and Nanotechnology from Claude Bernard University Lyon 1 and a M.Sc. in Technology and Innovation Management from EM Lyon School of Business.
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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media in addition to corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing (technology or process), Yole Développement group has expanded to include more than 50 associates worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors, Optoelectronics, Microfluidics & Medical, Photovoltaics, Advanced Packaging, Manufacturing, Nanomaterials and Power Electronics. The group supports industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business.
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TERMS AND CONDITIONS OF SALES