Towards 20 cameras in upcoming cars, imaging for automotive will reach $25B in 2027.
- Industry dynamics update
- Key technology developments update
- Improved focus on robotic vehicle ecosystem and dynamics
- Improved focus on image processor market and technology
- Automotive context
- ADAS to AD dynamics
- Historical and forecast from 2017 – 2027
- Market & ecosystem analysis
- Robotic vehicle ecosystem & dynamics
- Technology analysis
- Provide a market analysis for imaging technologies within the automotive market.
- Camera module ASP forecast, revenue forecast, volume forecast
- Application focus on the different cameras: in-cabin, ADAS, viewing
- To provide in-depth understanding of the ecosystem and players
- Who are the players within the imaging for automotive ecosystem?
- Who are the key suppliers to watch, and which technologies do they support?
- Offer key technical insight and analysis about future technology trends and challenges.
- Key technology choices
- Emerging technologies and roadmaps
Table of Contents
Report methodology & definitions 7
About the author 8
What we got right, what we got wrong 10
3-page summary 13
Executive summary 17
Automotive context 46
- Industry overview
- Key trends
- OEM landscape
- ADAS to AD forecast
- 2017 – 2027 light vehicle forecast by level of autonomy
- 2017 – 2027 ADAS hardware forecast by level of autonomy
Imaging for automotive – market forecast 83
- Cost breakdown
- Application & technology segmentation
- 2017 – 2027 automotive camera module forecast (in Mu)
- 2017 – 2027 automotive camera module penetration rate (in %)
- 2017 – 2027 automotive image sensors and camera module forecast (in Mu)
- 2017 – 2027 automotive image sensors revenue forecast by application (in $M)
- 2017 – 2027 automotive camera module revenue forecast by application (in $M)
- 2017 – 2027 automotive camera module revenue forecast by sub-component (in $M)
Imaging for Automotive – ecosystem 101
- Historical timeline
- Noteworthy finance news
- Automotive imaging landscape
- Automotive camera market breakdown
- Automotive image sensor market breakdown
- Automotive lens set market breakdown
- Automotive vision processor market breakdown
Robotic AV – ecosystem 121
- Macro trends
- 2017 – 2032 robotic vehicle in operation (in units)
- Robotic car player analysis
- Robotic truck player analysis
Imaging for automotive – market trends 136
- 2017 – 2027 in-cabin camera module (in Munits)
- 2017 – 2027 ADAS camera module (in Munits)
- 2017 – 2027 viewing camera module (in Munits)
- In-cabin camera trends
- ADAS camera trends
- Viewing camera trends
Imaging for automotive – technology trends 177
- Technology segmentation
- Automotive imaging trends
- Emerging technology trends
Imaging for automotive – computing trends 198
- Performance per level of autonomy
- Intel-Mobileye analysis
Views of the future 214
Related report, monitor and teardown tracks 221
About Yole Développement 224
The automotive market is undergoing massive transformation
Automotive sales are benefiting from a post-covid surge – one could call it a rebirth rather than a rebound. Indeed, the CASE megatrends (Connected, Autonomous, Shared, and Electrified) have taken the industry by storm. Cars being sold today are adopting new imaging technology equipment 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 applications – generated $6.9B of hardware sales in 2021 and should rise at a 12.5% CAGR to $14B in 2027, on the back of 467M automotive camera modules.
The adoption of viewing cameras such as rearview has been spectacular, and this phase now involves 360° surround-view systems. ADAS forward cameras equips 58% of light vehicles produced in 2021 and will reach 86% by 2027. Both automated emergency braking (AEB) and lane-keeping assist (LKA) for Level 2+ cars are well-proven market applications. For the next phase of growth, in-cabin cameras and side / rear ADAS cameras will become necessary. Not only are consumers buying into the craze, but regulators have also come into the fray to accelerate adoption. In-cabin driver monitoring systems (DMS) and improved vulnerable-user detection technology such as pedestrian-AEB are next in line for accelerated adoption.
Imaging technology is at the center of this transformation
There were 2.6 cameras per car produced in 2021, and 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 double the amount. Advanced prototypes being presented today are typically fitted with 11 or 12 cameras, and the roadmap extends beyond 20 cameras per car for the long-awaited consumer autonomous vehicles (AV). What we have observed so far is the extreme conservatism of OEMs when choosing their cameras. The image sensors being used in large volume are extremely limited. Automotive is indeed characterized by standardization, and the introduction of new imaging modality, whether it is thermal imaging (LWIR), short-wave infrared imaging (SWIR), or a new approach such as time-gating or event-based imaging, remains a difficult path that is more likely to be adopted by the robotic vehicle ecosystem. Waymo, Cruise, Baidu, and Tu Simple are the potential disruptors in this matter.
The ecosystem is adapting by blurring the line between technology and mobility companies
The consequence of the ongoing technology transition in the ecosystem has already been very significant. The acquisition of Mobileye by Intel in 2015 set the stage for the industry’s reconfiguration. Samsung, Qualcomm, and Ambarella have positioned themselves to benefit from the technology transition, and so have numerous imaging and video analytics startups. The role of the imaging technology providers is therefore intertwined with OEM and tier-ones, as well as vision processor and software companies. The automotive industry is now part of the tech scene, and this has become even more vivid in the context of the current semiconductor shortage. Numerous new technologies emerge from the diversification of applications.
This ‘Imaging for Automotive 2022’ edition will give you the clues to navigate into this fantastic transition.
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.
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