Paramount to the future of safety and autonomy, the automotive imaging market is at a key crossroads.
- Industry dynamics update
- Key technology developments update
- Enhanced focus on the image processing market
- Focus on the robotic vehicle market and technology
Key features of the report
- Market forecast in $US and automotive image sensor units, through 2024
- Market forecast in $US and automotive camera units, through 2024
- Ecosystem analysis and player market share, by component
- Market analysis of cameras for automotive and robotic vehicles
- Market & technology focus on thermal cameras, solid-state LiDAR, and image processing
- Technology roadmaps
Objectives of the report
- Provide market data on key automotive imaging metrics and dynamics
- Deliver an in-depth understanding of the automotive camera value chain, infrastructure, and players
- Present key technical insight and analysis regarding future technology trends and challenges
Report available from June 28.
Table of Content
Report objectives and scope 5
Executive summary 14
- Global technology roadmaps
- Camera module definition
- Cost breakdown by resolution, in $
- Cost breakdown by resolution, in %
Imaging for automotive market forecast 52
- Cost breakdown
- 2012-2024 automotive camera forecast, by camera type
- 2012-2024 automotive camera penetration, by application
- 2012-2024 automotive image sensor & camera volume forecast, by application
- 2012-2024 automotive image sensor revenue forecast, by application
- 2012-2024 automotive camera revenue forecast, by application
- CCM market forecast analysis
Imaging for automotive ecosystem 67
- M&A activity 2015-2019
- 2018 automotive camera module market by player
- 2018 automotive image sensor market by player
- 2018 automotive camera lens market by player
- 2018 automotive image processing market by player
- Automotive camera module supply chain – for ADAS cameras
- Automotive camera module supply chain – for viewing cameras
- Automotive imaging ecosystem analysis
Cameras for automotive market trends 80
- Long term roadmap for ADAS and viewing cameras
- Forward ADAS cameras
- Surround view
- Side mirror replacement
- Gesture recognition
- Driver monitoring
Cameras for robotic vehicle market trends 92
- Robotic car forecast
- Robotic car sensor forecast
- Robotic car market trend
Thermal cameras for automotive market & technology trends 109
- Pedestrian fatalities issue
- Thermal cameras forecast
Lidar for automotive camera market & technology trends 117
- Lidar shipment forecast
Image processing for automotive market & technology trends 123
- Trend analysis
- Intel mobileye & Nvidia
Imaging for automotive technology trends 141
- Image sensor
- Emerging technologies
Vision of the future 166
Appendix – Yole Développement 173
AUTOMOTIVE HAS BECOME A KEY MARKET FOR IMAGING TECHNOLOGIES
Cameras are now standard equipment for automobiles, with 124M image sensors shipped in 2018. Automotive camera modules have reached $3B and are expected to grow at an 11% CAGR, reaching $5.7B by 2024.
Over the past five years, viewing applications have been at the core of market growth – with rearview, surround-view, and black box becoming ubiquitous. Advanced Driver Assistance Systems (ADAS) cameras, which currently represent 40% of the business, will provide additional growth for years to come thanks to growing adoption rates.
Formerly considered as a secondary market for imaging companies, automotive is now central to every key player’s strategy: firstly because revenue and volume have reached a significant level even when compared to mobile, and secondly because of artificial intelligence’s (AI) far-reaching impact, which powers ADAS.
As the first full-scale edge computing application, imaging for automotive has positioned itself as a key “center of gravity” for imaging technologies during the transition from imaging to sensing applications. This second Imaging for Automotive report from Yole Développement presents an all-new picture of an industry where AI-powered vision computing provides additional momentum to various applications and technologies.
AUTOMOTIVE IMAGING MARKET PLAYERS ARE THRIVING
Over the past decade, the ecosystem has gradually structured itself according to traditional OEM and Tier-1 links. Nevertheless, automotive imaging’s impact has been tremendous, with mega-merger & acquisitions (Mobileye, Trw, Wabco, Harman) revolving around the topics of ADAS autonomous driving (AD).
Interestingly, the eruption of imaging in automotive has not fully benefit big incumbents like Bosch, Denso, Sony, and Samsung, which now must double their efforts in order to get back in the game. Intel and Sony will certainly use their respective strength and #1 overall position to gain market share in automotive, but already-established players like Xilinx, Toshiba, ON Semiconductor, and Omnivision definitely have an edge in this conservative, price-sensitive market.
The biggest difficulty ahead is the transition to AD, with the steepest step to climb being the transition to Level 3 autonomy. In this respect, the knowledge some players may gain from robotic vehicle approaches should become a key asset in the ongoing market-share battle. Also, new companies offering innovative imaging approaches will have a window of opportunity before 2025.
Today’s approach is to use “brute force” computing to solve deep learning algorithms “on the edge”. Sensors serving the current paradigm already offer far superior resolution, frame rate, and dynamic range than even the latest supercomputing chips can process. For this reason, the industry is seeking the next AI paradigm to fully deliver on AD’s promises. No doubt there will be more “Mobileye success stories” to come.
NEW FUNCTIONALITIES AND NOVEL TECHNOLOGIES ARE TRANSFORMING THE ENTIRE INDUSTRY
Automotive applications used to be straightforward: rearview cameras and forward ADAS cameras, for the most part. But the situation has changed dramatically and the technological consequences may prove dramatic as well. For example, on the viewing side of the market, surround-view cameras crave expansion in lower-end markets, which should change the way ISPs are used. Then there are the mirror replacement cameras, also called “e-mirrors”, where technical performance should far transcend the current viewing cameras.
On the ADAS side of the market, the in-cabin application is being highly scrutinized by many CIS players, mostly pushed by regulations. Moving forward, market acceptance will be interesting to monitor. The big question for reaching Level 3 autonomy is the technology selected for ADAS surround cameras. Data overload is obviously around the corner, and brute-force computing approaches, i.e. using a 180Tops ASIC (such as the FSD from Tesla) will not be possible or preferred for every OEM.
A new technology paradigm is brewing, but typical of automotive technology’s slow rate of introduction, it could take 3 – 5 years to manifest. The industry’s future is at sake at a time when autonomous driving is often dubbed as “still distant”. Of course, this chatter may just be a disinformation scheme to disguise a forthcoming radical transformation of the worldwide transportation business model. However things unfold, imaging technology will be at the center of transformation.
Aisin Seiki, Ambarella, ams, Apple, Aptiv, Baidu, Blablacar, Bosch, BYD, BrightWay Vision, Continental, Denso, e2v, Ficosa, Flir, Fuji Heavy Industries, Fastree3D, Fujitsu, Google, Ibeo, IMI, Infineon, Innoviz, Jabil, Kalray, Kingpak, Leddar Tech, Inilab, Inivation, LFoundry, LG, Magna, Magneti Marelli, Melexis, Mobileye, Movidius, NXP, Nvidia, Omnivision, ON Semiconductor, Panasonic, PMD Technologies, Prophesee, Quanergy, Samsung, SensL, Sensata, Sick, SMIC, Socionext, Sony, STMicroelectronics, SK Hynix , Tesla, Toshiba, TSMC, TowerJazz, Uber, Valeo, Velodyne, Veoneer, Viavi, Videantis, Volvo, Wabco, Yandex, ZF, and more.