Imaging for Automotive 2022 - From Technologies to Markets - i ...
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From Technologies to Markets
Imaging for
Automotive 2022
Market and Technology Report
Product Brochure
© 2022
TABLE OF CONTENTS Contact us
for more information
(1/2)
• Glossary 2
• Table of contents 3 o 2017 - 2027 automotive image sensors revenue forecast by application
• Report objectives 6 (in $M)
• Report methodology & definitions 7
• About the author 8 o 2017 - 2027 automotive camera module revenue forecast by application
• Companies cited in this report 9
• What we got right, what we got wrong 10 (in $M)
• 3-page summary 13
• Executive summary 17 o 2017 – 2027 automotive camera module revenue forecast by sub-
• Automotive context 46 component (in $M)
o Industry overview
o Key trends
• Imaging for Automotive - ecosystem 83
o OEM landscape o Historical timeline
o ADAS to AD forecast o Noteworthy finance news
o 2017 - 2027 light vehicle forecast by level of autonomy o Automotive imaging landscape
o 2017 - 2027 ADAS hardware forecast by level of autonomy o Automotive camera market breakdown
• Imaging for automotive – market forecast 76 o Automotive image sensor market breakdown
o Cost breakdown o Automotive lens set market breakdown
o Application & technology segmentation o Automotive vision processor market breakdown
o 2017 - 2027 automotive camera module forecast (in Mu) • Robotic AV - ecosystem 121
o Macro trends
o 2017 - 2027 automotive camera module penetration rate (in %)
o 2017 - 2032 robotic vehicle in operation (in units)
o 2017 - 2027 automotive image sensors and camera module forecast (in
Mu) o Robotic car player analysis
o Robotic truck player analysis
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 2
TABLE OF CONTENTS Contact us
for more information
(2/2)
• Imaging for automotive – market trends 136 • Conclusion 211
o 2017 - 2027 in-cabin camera module (in Munits) • Views of the future 214
o 2017 - 2027 ADAS camera module (in Munits) • Yole Développement Presentation 221
o 2017 - 2027 viewing camera module (in Munits)
o In-cabin camera trends
o ADAS camera trends
o Viewing camera trends
• Imaging for automotive – technology trends 177
o Technology segmentation
o Automotive imaging trends
o Emerging technology trends
• Imaging for automotive – computing trends 198
o Performance per level of autonomy
o Intel-Mobileye analysis
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 3
ABOUT THE AUTHORS
Biographies
Pierre CAMBOU
Pierre Cambou MSc, MBA, is a Principal Analyst in the Photonics & Sensing division at Yole Développement (Yole). Pierre’s mission is dedicated to
imaging-related activities by providing market & technology analyses, along with strategy consulting services to semiconductor companies. Pierre has
an Engineering degree from Université de Technologie de Compiègne (France) and a Master of Science from Virginia Tech. (VA, USA), He also
graduated with an MBA from Grenoble Ecole de Management (France).
Contact: pierre.cambou@yole.fr
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 4
EXECUTIVE SUMMARY
The Automotive market undergoes massive transformation
Car being sold today are adopting new imaging technology equipments to support new features and in particular support the transition
from Advanced Driver Assistance Systems (ADAS) toward Autonomous Driving (AD). In this context the success of imaging
technologies either for Viewing, ADAS or In-cabin application generated $6.9B of hardware sales in 2021 and should rise at 12.5% CAGR
to $14B in 2027 on the back of 467 million automotive camera modules. Not only consumers are buying into the craze, but regulators
have come into the fray to accelerate adoption of multiple cameras in every car on the market.
Imaging technology is at the center of this transformation
While there was 2.6 cameras per car produced in 2021 in average, this number will rise to 4.6 cameras per car produced in 2027. If the
average camera mount number is a good indicator of the ubiquity of imaging technology, high-end cars tend to have at least the double
amount. Advanced prototypes being presented today are typically fitted with 11 to 12 cameras and the roadmap extend beyond 20
cameras per car for the long-awaited consumer Autonomous Vehicles (AV).
The ecosystem is adapting by blurring the line between technology and mobility companies
The consequence of the ongoing technology transition on the ecosystem has already been very significant, the acquisition of Mobileye by
Intel in 2015 has set the stage for the industry reconfiguration. Samsung, Qualcomm and Ambarella have positioned themselves to
benefit from the technology transition, so have numerous imaging and video analytics startups. The role of the imaging technology
providers is therefore intricated with OEM and tier-ones but also vision processor and software companies.
Find more on www.i-micronews.com
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 5
WHAT’S IN THE REPORT
WHAT’S NEW KEY FEATURES
• Automotive industry dynamics update • Automotive context
• Automotive camera module industry • CASE megatrend
dynamics update • ADAS to AD dynamics
• Forecast retracing • Hardware content per vehicle
• Financing activity status • Vehicle distribution per segment Yours needs are out
• Key technology developments update • Historical and forecast from 2017 to 2027 of the report’ scope?
• Improved focus on robotic vehicle • Market forecast
Contact us for a customized
ecosystem & dynamics • Ecosystem analysis inquiry:
• Robotic vehicle ecosystem & dynamics
• Improved focus on image processor
• Technology analysis
market & technology
• Computing analysis
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 6
COMPANIES CITED IN THIS ANALYSIS*
Ambarella, Apple, Arriver, Aptiv, Aurora, Autox, Arbe, Argo.ai, Baidu, Bosch, Brigates,
BYD, Calin, Continental, Cruise, Delphi Technologies, Didi, DJI, Ficosa, Hella, Gentex,
GSEO, Horizon Robotics, Huawei, Infineon Technologies, Jabil, Kalray, Kingpak,
Kyocera, Lattice, Leap Motion, Leica, Lenovo, LG Innotec, Luminar, Lyft, Magna, Mcnex,
Melexis, Momenta, Motional, Intel-Mobileye, NXP, Nvidia, Omnivision, onsemi,
Panasonic, PixelPlus, Pony, Qualcomm, Renesas, Samsung, Sekonix, Semco, Sensata,
Smartsens, Socionext, Sony, STMicroelectronics, Sunny Optical, Teledyne e2v, Teledyne
Flir, TI, Tong Hsing, Toshiba, Trieye, Tu Simple,Valeo,Videantis, Wabco, Waymo,
WeRideXiaomi, Xilinx, Xperi,Yandex, Zenseact, ZF, Zoox, and more.
*Non-exhaustive.
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 7
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Automotive imaging forecasts over the years
Automotive camera
volume is restated
upward for the 2018-
2020 period
Growth potential is
Our goal is to maintained at a high
sequentially level for the 2021 - 2027
improve our period, mostly driven by
automotive multiple cameras
imaging approaches and ADAS
forecasts
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 8
IMAGING TECHNOLOGIES FOR AUTOMOTIVE
Scope of the automotive imaging forecast
Image sensors Camera modules Sub-system End-System
Viewing camera module
• Image sensor ADAS
Automotive • Lens Camera
Image sensors • Casing system
• Processing
(ISP)
Sensing camera module
• Image sensor
• Lens
• Casing • Sensing camera module
• Processing • Casing
• ADAS Computing board
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 9
AUTOMOTIVE IMAGING – SEMICONDUCTOR CONTENT
2021–2027 Imaging hardware revenue forecast (in $B)
Imaging
technologies
for
automotive
will more than
double in the
next 5 years
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 10AUTOMOTIVE MACRO TRENDS
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 11AUTOMOTIVE MACRO TRENDS
Level 3-4 Removing driver’s responsibility and eyes from the road will take a few more years than initially expected.
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 12AUTOMOTIVE IMAGING - HISTORICAL M&A TIMELINE
2012 2015 2018 2021 2024e
ADAS electronics $4.5B
Autonomous driving
2020
AV
$13.5B 2015 $7B 2020
$15.2B
Other activities
ADAS electronics 2017 $308M
Autonomous driving 2020 AV
2017 $275M
$8B
2012 2015 2018 2021 2024e
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 13AUTOMOTIVE IMAGING TECHNOLOGIES - TECHNOLOGY TIMELINE
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 14YOLE GROUP OF COMPANIES
Related Reports
Status of the Camera Module SWIR Imaging 2022
Industry 2021
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for more
information
Automotive Radar Automotive Semiconductor
Comparison 2021 Trends 2021
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 15YOLE GROUP OF COMPANIES
Related Monitors
CMOS Image Sensor Processor Quarterly Market
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NAND Quarterly Market Compound Semiconductor
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Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 16YOLE GROUP OF COMPANIES
Related Teardown Tracks
Automotive ADAS
Teardown Track Teardown Track Module
Contact our
Sales Team
for more
information
Other Single Track Items:
• Veoneer Mono-Vision Gen. 4 (MV4) Front Camera
• Valeo Scala Gen. 2 LIDAR
• Ficosa Digital External Mirror Camera for Audi e-tron
• Aptiv Front Camera for Ford F-150
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 17HOW TO USE OUR DATA?
The Yole Group of Companies, including Yole Développement,
System Plus Consulting, and PISEO are pleased to provide you a
glimpse of our accumulated knowledge.
Feel free to share our data with your own network, within your
presentations, press releases, dedicated articles, and more. But
before doing so, contact our Public Relations department
to make sure you get up-to-date, licensed materials.
We will be more than happy to give you our latest results and
appropriate formats of our approved content.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: sandrine.leroy@yole.fr
Imaging for Automotive 2022 | Product Brochure | www.yole.fr | ©2022 18FIELDS OF EXPERTISE COVERING THE SEMICONDUCTOR INDUSTRY
Photonics & Sensing
o Photonics
o Lighting
o Imaging
o Sensing & Actuating
o Display
Semiconductor, Memory &
Computing Power & Wireless
o Semiconductor Packaging and Substrates o RF Devices & Technologies
o Semiconductor Manufacturing o Compound Semiconductors & Emerging
o Memory Materials
o Computing and Software o Power Electronics
o Batteries & Energy Management
About Yole
©2019 Développement
| www.yole.fr | About| Yole
www.yole.fr | ©2022
Développement 19A COMPLETE SET OF PRODUCTS & SERVICES TO ANSWER YOUR NEEDS
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Imaging for Automotive
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