Automotive interior enrichment is becoming a key market segment for electronic and semiconductor industries.
Key features of the report
- Market data on key in-cabin applications, sensing, lighting, and display:
- Revenue forecast and volume shipments
- Industry analysis
- In-depth understanding of the main value chains, infrastructure, and players:
- Who are the players for each application?
- What are the supply chains for these applications?
- Key technical insights and analysis regarding future technology trends and challenges:
- Have a deep understanding of how sensors work together in a car
- Analysis of the electric/electronic (E/E) architecture of a car and how it will evolve
Objectives of the report
Provide market data on key in-cabin applications like sensing, lighting, and displays:
- Volume and revenue for sensing and display, revenue only for lighting
- Global market revenue and forecast
Deliver an in-depth understanding of the in-cabin value chains, players and trends:
- Global list of Tier-1 manufacturers
- Supply chain information for sensing, lighting and display: who supplies to whom
Present key technical insights and analysis regarding future technology trends and challenges:
- Deep understanding of each application and its technology evolution
- Analysis of the E/E architecture of a car and how it will evolve
TABLE OF CONTENT
Glossary and definition 2
Table of contents 3
Report objectives 7
Scope of the report 8
Report methodology 9
About the authors 11
Companies cited in this report 13
Executive summary 14
- CASE, the acronym taking over the auto industry
- UX at the centre of three domain activities
- Automotive cockpit evolution
Market forecasts 63
- In-cabin sensing market volume (Munits), by system
- In-cabin sensing market revenue ($M), by system
- Occupant monitoring system market volume (Munits), by technology
- Occupant monitoring system market revenue ($M), by technology
- Driver monitoring system market volume (Munits), by technology
- Driver monitoring system market revenue ($M), by technology
- Interior lighting – 2019 revenues – Breakdown by Tier-1
- Interior lighting – market revenue ($M) forecast
- Cockpit display 2018-2025 volume forecast (Munits) per function
- Cockpit display 2018-2025 revenue forecast ($M) per function
- Cockpit display 2018-2025 volume forecast (Munits) per technology
- HUD 2018-2025 volume forecast (Munits)
- HUD 2018-2025 revenue forecast ($M)
- Global interior market revenue forecast ($M)
Market trends 84
- Adoption trend of driver monitoring systems
- More displays, where does it stop?
Industry overview 98
- Tier-1s involved in DMS and/or OMS
- Tier-1s involved in CID
- Tier-1s involved in HUD
Industry trends 109
- Recent partnership activity – Interior sensing
- Partnerships and strategic collaborations on interior lighting
- Display – Partnership activity
Supply chain 118
- Driver monitoring system – Supply chains
- Gesture recognition system – Supply chains
- Interior lighting – Supply chains
- HUD – Main supply chains
Technology trends 126
- Technology trends – sensing
- Technology trends – interior lighting
- Technology trends – displays
- Technology trends – system architecture
Yole Group of companies 245
FROM A ‘DRIVING ROOM’ TO A LIVING ROOM
The automotive industry has been taken over by the CASE paradigm: Connected, Autonomous, Shared and Electrical. And in that context, the connectivity, autonomy and sharing megatrends are changing car interiors. This can be traced back to two major industry drivers: improving safety while improving comfort. Though this may appear to be a dichotomy, this can all actually be linked within the car interior. Both comfort and safety are fed by displays, interior lighting, gesture recognition, particle monitoring and monitoring systems in general, be it for drivers or passengers.
By 2022 in Europe and 2024 in the United States, driver monitoring systems are expected to become mandatory, as the level of distractions felt by a driver has reached a climax. Phone conversations, texting, emailing, watching movies and so many different elements that have helped increase the comfort for drivers, as well as their passengers. Driver monitoring systems will be also necessary for advanced automated driving features, to take control from and return it to the driver. They will also avoid misuses of such functions like Tesla’s users misuse of the Autopilot feature. As we move towards more advanced levels of autonomy, driver needs and the car’s environment have been pushing the boundaries, bringing us more advanced interior designs. And the automotive Original Equipment Manufacturers (OEMs) are trying to differentiate themselves through advanced personalization levels. This includes adding displays, removing buttons and fine-tuning interior lighting. Bringing us to an automotive cockpit that can be as much an entertainment zone as it can be a working zone. This completely brings the living room to the car. But as with the home, how can the car user interact with all these elements, ensuring as ergonomic a user experience as possible?
This report will present in detail in-cabin sensing, interior lighting and display applications. It also gives challenges and technical roadmaps.
AN AUTOMOTIVE INTERIOR MARKET REACHING $22.7B BY 2025
Automotive interior enhancement is becoming a key segment for electronics and semiconductor industries. Following the aforementioned regulation trends, the in-cabin sensing market will observe the highest compound annual growth rate (CAGR) until 2025, at 63%. This segment will reach $2.6B in 2025, with driver monitoring systems representing 73% of this revenue.
There is a more general trend that has been going on for many years, helping the OEMs to personalize their interiors. That is the interior lighting market, which will increase 45%, from $3.1B in 2020 to $4.6B in 2025 at a CAGR of 8%. The COVID-19 crisis’ impact on vehicle sales will not be felt as much by the interior lighting market since there is increased content in newer cars. The same trend can be observed in automotive displays. Clusters have been digitizing, infotainment systems have been going the full flat-panel display route, and all that while observing an increased average panel size, bringing market value to $15.5B by 2025. Of course, LCDs will keep dominating the market but emerging technologies like miniLED and microLED displays will gain share, reaching 13% penetration rate in interior displays by 2025. And alongside regular displays for clusters, mirrors, or infotainment systems, we shall expect microdisplays to be increasingly adopted rate through augmented reality HUDs. This will allow for a secure and comfortable solution for drivers.
This report presents detailed market figures for each of the in-cabin applications with details on volume, revenue and technology.
ELECTRONIC CONTROLLER UNITS ARE FOLLOWING DIFFERENT
CONSOLIDATION PATHS BETWEEN ADAS AND COCKPITS
In modern cars, and especially in high-end cars, we observe an increasing share of electronic content. With these interior solutions and all exterior sensors like LiDAR, cameras and lighting, the complexity must be managed through electrics/electronics (E/E) architectures. In the past, E/E architecture has basically featured specific organization of Electronic Control Units (ECUs), with each focusing on dedicated functions. There was very limited connection between the ECUs. But with the rising complexity linked to increased electronics and semiconductor penetration in the car, the architecture makes greater use of the domain controller concept. Here, different sensors are linked to only one controller embedding the necessary computing power and being able to perform data fusion. The one function, one ECU design will certainly become obsolete, evolving to a consolidation through domain-specific controllers, or into a unique supercomputer. This is necessary to reach highest levels of automation, but also to enable the best user experience possible.
However, we observe that the timelines for consolidation will differ from OEM to OEM, with Advanced Driver Assistance System (ADAS) and cockpit consolidations happening independently. Major Tier-1 part suppliers are involved in domain specific controllers but ECU consolidation will become necessary as the user experience is taking an increasing importance for OEM differentiation, forcing the need to merge displays, sensors and lighting controllers. This leads to a need for data fusion that initially was expected to be for ADAS. But we observe that this data fusion angle can also be profitable for interaction with the driver within the cockpit domain. However, we cannot see many players being involved in both domains, apart from the largest ones like Bosch or Visteon.
This report furnishes an in-depth analysis of the interior automotive industry, highlighting supply chain trends and key players. It gives also a deep understanding of the evolution of the E/E architecture in cars.
Acer, Aisin Seiki, Aledia, Analog Devices, Apple, Aptiv, ASTI, Audi, AUO, BHAP, BMW, BOE , Bosch, Bose, Continental, Denso, Dräxlmaier, Everlight, Eyesight, Faurecia, Federal-Mogul, Fiat, Flex (AGM Automotive), Ford, Garret Advancing Motion, Geely, Gentex, GlobalFoundries , GM, Goertek, Groupe Tera, Grupo Antolin, Hannstar, Harman, Hella, Honda, Huayu Vision Technology, Hyundai, Hyundai Mobis, Infiniti, Innolux, Intel, Invensas, ITRI, Jaguar, JB Display, JDI, Joyson Safety Systems, Karma, Kia, Koito, Kostal, Kyocera, Land Rover, LETI, Lextar, Lexus, LG Display, Lumens, Lumileds, Lumiode, Magna, Marelli, Melco Display, Melexis, Mercedes-Benz, Micledi, Mitsubishi, Mitsubishi Electric Corp., Mojo Vision, Monolithic 3D, Müller-BBM, Nissan, Omnivision, OnSemiconductor, Osram, Ostendo, Panasonic, Paragon, Plessey, PSA, Recticel, Renault, Samsung, Seat, Seeing Machines, Sensirion, Sharp, Smart Eye, Sony, Stanley, Stmicroelectronics, Sun Yat Sen U., SUSTech, Suzuki, Syndiant, TE Connectivity, Tesla, Tianma, Toyoda Gosei, Toyota, Truly, Valeo, Veoneer, Vishay, Visionox, Visteon, Volkswagen, Volvo, Vuereal, Xingyu, Xperi, Yanfeng, Yazaki, and more.
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