Automotive Telematics Market Analysis

8,010 views

Published on

Market analysis for automotive telematics and applications.

Published in: Automotive, Business, Technology

Automotive Telematics Market Analysis

  1. 1. AUTOMOTIVE TELEMATICS MARKET & APPLICATIONS TEE YONG LIM
  2. 2. SEMICONDUCTOR CONTENT IN AUTOMOTIVE Worldwide Automotive Semiconductor Demand 90 80 70 Billions $ 60 Semiconductor $ per vehicle 2011: $250-$300 2020: $400-$450 50 40 30 20 10 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Grand Total 20 20 17 22 24 26 29 32 35 37 38 40 41 Powertrain 5 5 4 5 5.5 6.5 7 7.5 8.5 9 9.5 10 10.5 Chassis 2.5 2.5 2.5 3 3.5 3.5 4 5 4.5 5 5 5 5 Safety 3.5 3 2.5 4 4 5 5.5 5.5 7 7 7.5 8 8 Security 1 1 1 1 1 1 1.5 1.5 1.5 1.5 1.5 1.5 1.5 Body 4 4 3.5 4 5 5 6 6.5 6.5 7.5 7.5 8 8.5 Driver Info 4 4.5 3.5 5 5 5 5 6 7 7 7 7.5 7.5 2 Source: Strategy Analytics July 2012
  3. 3. AUTOMOTIVE TELEMATICS TRENDS Key drivers of Telematics Regulatory Brazil mandates anti-theft tracking in all new vehicles EU requires eCall automatic emergency call device in new cars by 2015 Insurance Insurers requires GPS antitheft devices for high value cars Competition >25% of cars in US ships with built-in telematics Telematics is an important differentiator for car makers. 3 http://www.qualcomm.com/media/documents/smart-automotive-diagram Consumers want value added services such as navigation, bluetooth integration, wifi and concierge services
  4. 4. 4 AUTOMOTIVE FREQUENCIES AND WIRELESS SERVICES
  5. 5. AUTOMOTIVE REMOTE KEYLESS ENTRY SYSTEMS
  6. 6. RKE TYPES One way RKE does not require RF switches Two-way RKE will require 2 TX/RX switches, one in the key fob and one in vehicle RF Transceiver suppliers are starting to integrate Rx/TX switches Long Range 6 http://www.infineon.com/cms/en/product/applications/automotive/body/rke.html
  7. 7. ATMEL RKE CONTROLLER Announced in October 2012, 3 RF transceivers ATA5831, ATA5832 and ATA5833 7 RX/TX switch integrated
  8. 8. FREESCALE RKE BODY CONTROL UNIT (VEHICLE SIDE) 8 http://www.freescale.com/webapp/sps/site/overview.jsp?code=784_LPBREMOTEKEYLESS
  9. 9. AUTOMOTIVE ECALL SYSTEMS
  10. 10. 10 ECALL SYSTEM DIAGRAM
  11. 11. AUTOMOTIVE ANTENNA FOR ECALL BMW shark-fin style antenna contains multiple individual antennas located under a single radome. GPS (probe fed patch), AMPS/PCS1 (Analog Mobile Phone Service)/(Personal Communications Service), AMPS/PCS2, SDARS (Satellite Digital Audio Radio System) Filters for minimizing interference of nearby SDARS antenna. 11 © IEEE with permission (J.F. Hopf et al., 2007)
  12. 12. AUTOMOTIVE ANTENNA IMST & WISI 12 Delphi
  13. 13. UMTS/GSM MULTIMODE COMPENSER
  14. 14. UMTS/GSM MULTIMODE COMPENSER Funkwerk: One of its key products to lead the global market is the Compenser, an amplifier technology specially developed for wireless applications in the vehicle to enables consistent high-quality data and voice transmissions from and to the vehicle. Of equal importance is the UMTS/GSM Multimode Compenser from Funkwerk. This technology amplifies the wireless signal between mobile phone and outside aerial to ensure full transmitting power of the vehicle aerial and full receiving power of the mobile phone. 14 For the future, Funkwerk will focus on extending its product range for Internet and multimedia applications in the vehicle to ensure that information is available anywhere, at any time. Examples here include new radio standards such as WLAN and WiMAX as well as car-2-car and car-2infrastructure technologies.
  15. 15. 15 BLOCK DIAGRAM OF COMPENSER
  16. 16. AUTOMOTIVE COMPENSER SPECIFICATIONS RF Frequency ranges (transmission / reception) GSM 900: 880-915 MHz, 925-960 MHz GSM 1800: 1710-1785 MHz, 1805-1880 MHz UMTS band 1 (FDD): 1920-1980 MHz, 2110-2170 MHz Maximum transmit power according to the specification: (33 dBm) GSM 900: 2 W mobile radio at the base of the antenna with (30 dBm) GSM 1800: 1 W UMTS: 0.25 W (24 dBm) Minimum emission power per specification: (5 dBm) GSM 900: 3.2 mW mobile radio at the base of the antenna with (0 dBm) GSM 1800: 1 mW (-50 dBm) 16 UMTS: 0.01 μW
  17. 17. AUTOMOTIVE TPMS SOLUTIONS TIRE PRESSURE MONITORING SYSTEM
  18. 18. 18 TPMS SOLUTION
  19. 19. 19 DETAILED SYSTEM SOLUTION OF TPMS
  20. 20. 20 LOW END TPMS (UNI-DIRECTIONAL)
  21. 21. 21 HIGH END TPMS (BI-DIRECTIONAL)
  22. 22. 22 REQUIREMENTS FOR A TPMS CHIP
  23. 23. AUTOMOTIVE TELEMATICS MARKET FORECAST
  24. 24. TELEMATICS AFTER MARKET FORECAST Telematics: After Market Unit Forecast 12000 10000 8000 N. America W EU 6000 Other W EU Asia Pacific 4000 Other Region 2000 0 2011 2012 2013 2014 2015 2016 2017 2018 24 Research data from IHS whitepaper: “Embedded Telematics in the automotive industry” November 2011
  25. 25. TELEMATICS: OEM EMBEDDED UNIT FORECAST Telematics: OEM Embedded Unit forecast 60000 50000 40000 N. America W EU 30000 Other W EU Asia Pacific 20000 Other Region 10000 0 2011 2012 2013 2014 2015 2016 2017 2018 25 Research data from IHS whitepaper: “Embedded Telematics in the automotive industry” November 2011
  26. 26. TOTAL TELEMATICS MARKET FORECAST (2012 TO 2018) Total Telematics forecast 70000 60000 50000 N. America 40000 W EU Other W EU 30000 Asia Pacific Other Region 20000 10000 0 2013 2014 2015 2016 2017 2018 26 2012
  27. 27. WORLDWIDE PREMIUM AUTO SHIPMENT World Premium Auto Shipment Forecast 12000 10000 8000 Brikt 6000 China Japan North America Western Europe 4000 2000 0 2012 2013 2014 2015 2016 2017 2018 2019 2020 Source: BMW Group Investor Presentation June 2013 27 Axis Title Rest of World
  28. 28. FUTURE TRENDS OF AUTOMOTIVE TELEMATICS
  29. 29. 29 FUTURE TREND OF AUTOMOTIVE TELEMATICS LTE CONNECTED CAR
  30. 30. FUTURE OF CAR CONNECTIVITY WITH LTE Alcatel-Lucent LTE radio and patent pending antennae technology from Alcatel-Lucent support new advances in in-vehicle connectivity. The company's multi-screen video solution provides streaming video applications to four screens simultaneously. The LTE Connected Car system architecture puts the intelligence and computing capability in the network. QNX QNX software systems provides the software foundation for the LTE connected car including operating system, touchscreen user interfaces, media player for YouTube and Pandora, navigation system, Bluetooth connectivity, multimedia playback, handsfree intergration, games, app store, and virtual mechanic. Media & Content providers 30 • Atlantic Fanbase from Atlantic Records allows music fans to directly connect to their favorite artists and streamed into the LTE connected car. Users can chat, download music, news, photos, and videos from the comfort of the backseat. • Chumby Offers 1,500 apps ranging from news, entertainment to social networks, videos, music, sports and high profile media partners. Thousands of Internet Radio stations. • Kabillion On demand VoD for kids. Provides high quality entertainment for young passengers in the LTE connected Car. Kabillion’s online entertainment portal also allows kids to play games and create their own personal avatars

×