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Imaging Technologies for Automotive 2016 Report by Yole Developpement

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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

INFOTAINMENT AND ADVANCED DRIVER ASSISTANCE SYSTEMS (ADAS) PROPEL AUTOMOTIVE IMAGING

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.

More information on that report at http://www.i-micronews.com/reports.html

Published in: Technology

Imaging Technologies for Automotive 2016 Report by Yole Developpement

  1. 1. From Technologies to Market Imaging Technologies for Automotive 2016 Sample From Technologies to Market © 2016
  2. 2. 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. 3. 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. 4. 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. 5. 5 METHODOLOGIES & DEFINITIONS Yole’s market forecast model is based on the following elementary structured blocks: Yole’s analysis framework ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  6. 6. 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. 7. 7 TABLE OF CONTENTS Part 2/1 Back Side Illumination Global Shutter Time of Flight Stereo cameras Solid state lidars Event based sensors GeneralTechnology roadmap • Conclusion 152 • Company profile 155 ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  8. 8. 8 ABOUT THE AUTORS Biography & contact Pierre Cambou From 1999, Pierre Cambou has been part of the imaging industry. Pierre took several positions atThomsonTCS which became Atmel Grenoble in 2001 and e2v Semiconductors in 2006. In 2012 he founded a start-up calledVence 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 fromVirginiaTech. More recently he graduated with an MBA from Grenoble Ecole de Management. He joinedYole Développement as Imaging Activity Leader in 2014. Contact: cambou@yole.fr ©2016 | www.yole.fr | Status of the CMOS image sensor industry Guillaume Girardin,Market &Technology Analyst Guillaume Girardin works atYole 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. inTechnology 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: girardin@yole.fr Dr. Eric Mounier,Senior Analyst Dr. Eric Mounier has a PhD in Microelectronics from the INPG in Grenoble. In 1998, he co-foundedYole Développement, a market research company based in France. AtYole, 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: mounier@yole.fr ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  9. 9. 9 RELATED REPORTS Discover more related reports within our bundles here. ©2016 | www.yole.fr | Point-of-Need Testing: Application of Microfluidic Technologies
  10. 10. Imaging for Automotive Executive Summary
  11. 11. 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 10µm1nm HzkHzMHzGHzTHz 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. 12. 12 IMAGING FOR AUTOMOTIVE Which are the imaging devices? Visible, 3D, and night vision cameras are current imaging devices for automotive 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 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 cameras Gesture recognitions presence detection, driver monitoring IMAGING DEVICES ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  13. 13. 13 $200B FINAL APPLICATION MARKET FOR CAMERAS Two industries controlled by giant companies with ~$200B in revenue 2015 camera & industry revenue comparison Consumer Electronics Industry Automotive $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 Cameras Automotive Electronics ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  14. 14. 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 players Tech 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 players Startups & ADAS Safety • Computer design & simulation • Braking assist • Airbags ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  15. 15. 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. 16. 16 AUTOMOTIVE IMAGING MARKET BREAKDOWN By manufacturer Market share and Analysis ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  17. 17. 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 surround 1 $80 TOTAL 6 $265 Sensors – Level 2 # Cost Ultrasonic 8 $15 Radar LRR 1 $125 Radar SRR 4 $50 Camera for surround 4 $80 TOTAL 17 $765 LEVEL 1 LEVEL 2 LEVEL 3 Assisted driving Full automation ACC LDWS ACC LDWS LKA PA ACC LDWS LKA PA AEB DM TJA ACC LDWS LKA PA AEB DM Sensor fusion ACC LDWS LKA PA AEB 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 TJA AP highway LEVEL 5 LEVEL 4 ©2016 | www.yole.fr | Imaging Technologies for Automotive Sample
  18. 18. 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. 19. 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
  20. 20. © 2016 Yole Développement FromTechnologies to Market
  21. 21. 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. 22. 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 SimulationTool 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. 23. 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. 24. 24 OUR 2016 REPORTS PLANNING o 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. 25. 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. 26. 26 CONTACT INFORMATION Follow us on • Consulting and Specific Analysis • North America: Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr • Japan & Asia:Takashi Onozawa, Representative Director,Yole KK Email: onozawa@yole.fr • RoW: Jean-Christophe Eloy, CEO & President,Yole Développement Email eloy@yole.fr • Report business • North America: Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr • Europe: Lizzie Levenez, Global Business Development Manager EMEA Email: llevenez@systemplus.fr • Japan, Korea & Rest of Asia:Takashi Onozawa, Representative Director,Yole KK. Email: onozawa@yole.fr • Greater China: Mavis Wang, Business Development Director Email: wang@yole.fr • Financial services • Jean-Christophe Eloy, CEO & President Email: eloy@yole.fr • General • Email: info@yole.fr ©2016 | www.yole.fr | About Yole Développement
  27. 27. 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 2016 Market & 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 REPORT Identification 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 levels Analysis 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
  28. 28. 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 Revenue($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
  29. 29. 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 Trends Find all our reports on www.i-micronews.com RELATED REPORTS Benefit 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) AUTHORS In 1999 Pierre Cambou joined the imaging industry. 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 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 Dr. Eric Mounier has a PhD in microelectronics from the INPG in Grenoble. He previously worked at CEA LETI RD 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.
  30. 30. ORDER FORM Imaging Technologies for Automotive 2016 SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • FAX: +33 (0)472 83 01 83 • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • North America - Steve Laferriere: +13106 008 267 laferriere@yole.fr • Europe RoW - Lizzie Levenez: + 49 15 123 544 182 levenez@yole.fr • Japan Rest of Asia - Takashi Onozawa: +81 3 6869 6970 onozawa@yole.fr • Greater China - Mavis Wang: +886 979 336 809 wang@yole.fr • Specific inquiries: +33 472 830 180 – info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: November 8th , 2016 / ABOUT YOLE DEVELOPPEMENT BILL TO Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date: PRODUCT ORDER Please enter my order for above named report: One user license*: Euro 5,490 Multi user license: Euro 6,490 - The report will be ready for delivery from November 8th , 2016 - For price in dollars, please use the day’s exchange rate. All reports are delivered electronically at payment reception. For French customers, add 20% for VAT I hereby accept Yole Développement’s Terms and Conditions of Sale(1) Signature: *One user license means only one person at the company can use the report. 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 RD organizations worldwide to help them understand markets and follow technology trends to develop their business. MEDIA EVENTS • i-Micronews.com, online disruptive technologies website • @Micronews, weekly e-newsletter • Communication webcasts services • Events: Yole Seminars, Market Briefings… More information on www.i-micronews.com CONTACTS For more information about : • Consulting Services: Jean-Christophe Eloy (eloy@yole.fr) • Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Report Business: Fayçal Khamassi (khamassi@yole.fr) • Press relations: Sandrine Leroy (leroy@yole.fr) CONSULTING • Market data research, marketing analysis • Technology analysis • Reverse engineering costing services • Strategy consulting • Patent analysis More information on www.yole.fr REPORTS • Collection of technology market reports • Manufacturing cost simulation tools • Component reverse engineering costing analysis • Patent investigation More information on www.i-micronews.com/reports FINANCIAL SERVICES • Mergers Acquisitions • Due diligence • Fundraising More information on Jean-Christophe Eloy (eloy@yole.fr)
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