1、From Technologies to Markets 2022From Technologies to MarketsFrom Technologies to MarketsComputing and AI Technologies for Automotive 2022Market and Technology Product Brochure2 2Contact usfor more informationComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022TABLE OF CONT

2、ENTS(1/2)GlossaryDefinitionsTable of contentsAbout the authorCompanies cited in this reportWhat we got right,what we got wrongReport scope,objectives and methodologyWho should be interested in this reportYole group of companies related reports3-Pages summaryExecutive summaryContextoAutomotive&mobili

3、ty macro trendsoSemiconductor shortageMarket forecastsoAutomotive market(segmentation,volume,region,autonomy)oAutomotive ADAS car architecture evolutionoAutomotive imaging ADAS processors volume(by sensors,by technology)oAutomotive imaging ADAS processors ASPsoAutomotive imaging ADAS processors reve

4、nue(by sensors,by technology)oAutomotive radar ADAS processors(volume,ASP,revenue)oAutomotive LiDAR ADAS processors(volume,ASP,revenue)oAutomotive ADAS processors(by application,sensors)oAutomotive infotainment processors forecast(volume,ASP,revenue)Market trendsoFrom ADAS to ADoFunction evolutionoS

5、afety incentiveoSensor evolution:imaging,radar,LiDARoIn-cabin sensing and computingoDrivermonitoring systemsoOccupant monitoring systemsoGesture recognitionoViewing,infotainment and softwareoViewingoSmart assistant integrationTechnology trendsoCar architectureoE/E architecture and computingoData fus

6、ion for automated drivingoProcessors for ADAS&AD and in-cabin sensingoProcessorsforADASandADdescription(systems,ASPs,technologies specification)oMain systems teardown(front cameras,imaging ECUs,centralplatform,radar,LiDAR)oTechnology segmentationoMain players technology overview3 3Contact usfor more

7、 informationComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022TABLE OF CONTENTS(2/2)oSoftware for autonomyoAutonomy pipelineoData fusionoCV vs AIoProcessors for infotainmentoCentralizationoMaincomputingdrivers(pixelstream,numberofcamerassupported,etc.)oProcessors for info

8、tainment description(systems,teardowns,ASPs,technologies specification)oMain players technology overviewoNeuromorphic computing as the next trend?Ecosystem,market,shares&supply chainoAutomotive marketoAutomotive industry noteworthy news of the Last 2 yearsoAutomotive landscape main players(volume,re

9、venue)oDisruptive OEMs vs traditional OEMsoWill OEM make their own chips?oDifferentautomotive strategiesoPlayer strategiesoADAS to ADoAutonomous automotive general landscapeoWhat is happening in ChinaoAI ecosystem for automotiveoMain players landscape and market shares for imaging and radaroMain pla

10、yers landscape for centralized platforms,DMS,LiDARoImaging supply chainoWhat about the robotic AV ecosystem?oInfotainment and softwareoMain players landscape and market share for infotainmentoMain strategies overviewoSoftware automotive trendsConclusionAppendix artificial intelligence and beyondAppe

11、ndix processor definitionsHow to use our data?Appendix Yole Dveloppement4Adrien SanchezAs a Technology&Market Analyst,Adrien Sanchez works in the Computing&Software business unit at Yole Dveloppement(Yole),part of the Yole Group of Companies.In collaboration with his team,Adrien produces technology&

12、market analyses covering computing hardware and software,AI,machine learning,and neural networks.Prior to Yole,he worked as an intern at AW Europe(Belgium),where he focused on image recognition&comprehension for ADAS.Adrien also worked at ACOEM(France),focusing on real-time sound classification usin

13、g deep learning and edge computing.Adrien graduated with a double degree from Grenoble Institute of Technology PHELMA(Grenoble INP Phelma,France)and Grenoble Ecole de Management(GEM,France),and he earned an MSc in AI at Heriot-Watt University(Edinburgh,UK).Computing and AI Technologies for Automotiv

14、e|Product Brochure|www.yole.fr|2022ABOUT THE AUTHORBiography&contact5 5EXECUTIVE SUMMARYProcessor revenue forADAS and infotainment is growing stronglyPushed by safety regulations,adoption of Advanced Driver Assistance Systems(ADAS)is increasing rapidly.ADAS sensors are very diverse and complementary

15、 and often requireprocessors to function.This report covers processors for ADAS cameras,radars,and lidars,but also processors for ADAS central platforms.Computing for in-cabin cameras andradars with applications such as driver monitoring systems and occupant monitoring systems is also studied,as wel

16、l as processors for infotainment.Computing revenue for ADAS andinfotainment processor is increasing quickly with a Compound Annual Growth Rate from 2021-2027(CAGR21-27)of 19%,reaching$12B value in 2027.This growth is driven by thegrowing number of shipments,but also the centralization trend,which ne

17、eds more powerful and expensive processors.The growing Average Selling Price(ASP)is partly theconsequence of the recent Covid-19 and related semiconductor shortage crises.Its also partly due to integration of more functionalities into processors.Together,these factors arepushing up computing revenue

18、from the automotive sector.A crowded ecosystem with a large variety of players involvedThere is growing diversity among carmakers.Traditional companies may be more or less involved in the development of autonomy functions.New electric and disruptive carmakersmay create the new consumer audio-visual

19、paradigm.Last year,some traditional carmakers announced processor developments,and the electric car giant Tesla did too.Butconsidering the difficulty of the task and the huge investment necessary,we expect most carmakers wont fully develop an entire chip.They will instead form partnerships and build

20、buffer stocks.Focusing more specifically on the processor ecosystem,the imaging ADAS processor market is today dominated by Mobileye,followed by other players such as Xilinx-AMD,Toshiba,and Texas Instruments.But many players are pushing to enter the market and have already announced design wins.Thes

21、e include Qualcomm and Ambarella,but alsomany start-ups including Hailo,Vsora,and Horizon Robotics.Most of these players are also positioning themselves for central computing processors,which is the next step for imageprocessing.Chinese and new electric carmakers are adopting this type of architectu

22、re most rapidly.For the in-cabin sensing market,the situation is different.There are a wider varietyof solutions that can be used to run the Tier-2 software solutions.Traditional automotive processors own the radar processor market.For lidar,most players use Xilinxsprogrammable System-on-Chip(SoC).T

23、here is also some movement on the infotainment side,with the concentration of functions and the increasing importance of over-the-airupdates in the carmakers software strategy.The growing number of functions and sensors are driving the increase of processing value in carsWith ADAS development,ever m

24、ore sensors are needed to add new functions and to increase the safety of the existing ones.This is directly leading to an increase in the number ofprocessors in cars.Even if the centralization trend of computing is limiting the volume increase,it is still massive.The decentralized architecture with

25、 one processor per ADASsensor/group of sensors is expected to remain dominant in the next five years.Moreover,this centralization trend directly implies a need for more powerful processors that need tohandle all the different software layers coming on top of cameras,radar,and lidar raw data streams.

26、The latest processor lithographic node will be used to perform these advancedtasks,with the best ratio between performanceand energy consumption.This will directly increase processor prices.Computing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022Find more on www.i-6 6WHATS NEWK

27、EY FEATURESYours needs are out of the report scope?Contact us for a customized inquiry:WHATS IN THE REPORTComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022A broader focus on computing and not onlyonAIForecastsaboutthecararchitecturecentralizationProcessorsforradarsandlid

28、arsareintegrated in the analysis and in the forecast.Specificfocusonin-cabinsensing,withDriver system monitoring and OccupantSystems monitoring,with market forecastMarket forecast for infotainment processorsTypes of hardware for ADAS,AD,andinfotainment.Car architecture evolutionProcessors for ADAS,A

29、D and infotainmentforecast in volume,ASP and revenueArtificial intelligence(AI)technologies usedin automotiveEcosystems,supplychain,marketshare,market forecast,and trendsProcessor for ADAS,AD and infotainment technology trends7 7 7Aisin,Alphabet,Algolux,Alibaba Group,Amazon,Ambarella,AMD,Apollo,Appl

30、e,Aptiv,Arbe,Argo,ARM,Arriver,Artosyn,Audi,Aurora,Autox,Baidu,BlackSesame Technologies,Blaize,Bosch,BMW Group,Cariad,Cambricon,Chery,Cipia,Continental,Cruise,Daimler,Delphi,Dena,Denso,Didi,EasyMile,Eeasy.Tech,Faurecia,FCA,Ford,Foxconn,Fujitsu,Geely,General Motors,Google,Harman,Hella,Honda,Horizon Ro

31、botics,Huawei,Hyundai,Infineon,Intel,Kalray,Leapmotor,Lyft,Magna,Mediatek,Melexis,Mercedes-Benz,Microship,Microsoft,Mobileye,Movento,Motional,Navya,Nio,Nissan,Nuance,Nvidia,NXP,OmniVision,Oppo,Pony.AI,PSA,Quadric,Qualcomm,Renault Nissan,Renesas,Samsung,Seres Automotive,SemiDrive,Siengine,SAIC-GM-Wul

32、ing Automobile,Smart Eye,Sony,Softkinetic,Stellantis,STMicroelectronics,Tesla,Texas Instruments,Toshiba,Toyota,TSMC,Uber,Valeo,Veoneer,Videantis,Volkswagen,Volvo,Vsora,Waymo,WeRide,Xiaomi,Xilinx,Xperi,Yandex,Zenseact,ZF Friedrichshafen,Zoox,and more.Computing and AI Technologies for Automotive|Produ

33、ct Brochure|www.yole.fr|2022COMPANIES CITED IN THIS ANALYSIS*Non-exhaustive8 8 8Non/poweredPublic transportLight vehicleAir transportAutomation of current transportvehiclesNew robotic transportationPodsShuttlesRobotaxiUrban air mobilityComputing and AI Technologies for Automotive|Product Brochure|ww

34、w.yole.fr|2022HUMAN TRANSPORTATIONFrom automated to roboticADASScope of the report9 9 9Computing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022SCOPE OF THE REPORTLevel 5Level 4Level 3Level 2Advanced Driver-Assistance SystemsADASComputing close to sensorCentralized computingPerf

35、ormanceCloud computingNot included in the reportInfotainmentSpeech recognitionMultimedia computingEdge computingUnderstand the computing requirements and the impact of Artificial Intelligence on the computing hardware for automotiveData center computingIn-cabin sensingDriver monitoringOccupant monit

36、oringAutonomous drivingAD101010Computing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022SCOPE OF THE REPORTTechnology segmentationADASInfotainmentAPUIn-cabin sensingDriver monitoringOccupant monitoringAPUVPUCameraAPUVPUCentral platformRadarLiDARMCUAPUProgrammable SoCProgrammable

37、 SoCProgrammable SoCAPUVPUProgrammable SoCCentral processorAre your needs out of the reports scope?Contact us for a custom study:111111Computing and AI Technologies for Automotive|Product Brochure|www.yole.fr|20222020-2030 data fusion for automated drivingLane Keeping AssistACC with Stop&Go Blind Sp

38、ot MonitoringParking AssistHigh Beam AssistTraffic Sign Recognition2030AEBParking valetTraffic Jam PilotHighway PilotFunction xFunction xLane Keeping AssistACC with Stop&Go Blind Spot MonitoringHigh Beam AssistTraffic Sign RecognitionParking AssistADAS cameraRadarUltrasonic sensorThermal cameraLiDAR

39、8x2x1x10 x8x6x1x1xMore sensors and more functions require a strong increase in computing power20201212122021-2027 computing revenue forecast for ADAS and infotainment automotive marketsComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|20222021$4.0B$2.0B$4.2BCAGR21-2714%$0.3B$

40、0.4B$2.4BCAGR21-2725%$8M$0.4BCAGR21-2794%Central computingImagingRadarLiDAR Infotainment$1.3B$2.5BCAGR21-2712%2027$11.8B$2.2BCAGR21-2740%13LEVEL 1-2LEVEL 2+Assisted driving(ADAS)Autonomous Driving(AD)TimeLEVEL 5LEVEL 3-4LEVEL 2+COMPUTING FOR ADAS TO AD TOTAL PROCESSOR VALUE BY LEVELLevel 3-4 could b

41、e reached by 2027201720222027e2032e 20122037eThe value of the processors needed per car is strongly increasing with the autonomy level2042eComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022$5$50$200$600$1000 0.25 TOPS 2.5 TOPS50 TOPS500 TOPS1000 TOPSTotal processor ASP141

42、414Computing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022Traditional vs disruptive OEMs:different approaches on computing,batteries and softwareTraditional OEMsDisruptive OEMsThey already know how to build a car.They have mastered lean manufacturing.They are still learning ho

43、w to integrate semiconductors.Performance of EVs is limited.They are building a car around semiconductors and a battery.They have mastered chip design and build long term relationships with foundries.They need to learn how to build a car in volume.They are building electric cars around semiconductor

44、s and software for self-driving features.New electric OEMs15AUTOMOTIVE ECOSYSTEM DYNAMICSMany new players are entering automotive market by different doorsThe evolution of core expertise areas of historical OEMs is creating opportunities for many players to enter the automotive market.Computing and

45、AI Technologies for Automotive|Product Brochure|www.yole.fr|2022SafetySensorsComfortEngine&powertrainElectric vehiclesInfotainment3 areas of expertise of historical OEMsSafety is evolving toward AI and sensing with ADAS.Infotainment,HMI,lighting and connection is a growing part of user experienceStr

46、ong push and incentive for electrification,development of BMSTech giants and software companiesNew electric OEMs*Semiconductor companiesSoftware&AI*Tesla created a path to success by investing in the three blocks,and most of the news OEMs are following the same strategies,starting with electrificati

47、on.161616MOBILEYES PRODUCT LINE EVOLUTIONToward 3 classes of ADAS&AD chipsDL TOPS(int 8)Year201820212023202520141 TOPS10 TOPS100 TOPSEYEQ30.256EYEQ4MEYEQ4H1.12EYEQ5MEYEQ5H4.6165EYEQ6LEYEQ6H34176MonocamTricamEYEQ3EYEQ4MMonocamEYEQ6LEYEQ4HTricamEYEQ5HEYEQ6HADAS VPUMulti-camera VPUAD Central processorE

48、YEQUltra40nm CMOS28nm FDSOI7nm FinFET5nm FinFETMobileyes new type of processorEYEQ5M120 8MPMobileye defined 3 classes of ADAS&AD chips at CES 2022Computing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022171717TYPE OF PROCESSOR PLAYERS AND ASSOCIATED STRATEGIESA large variety of

49、players and strategiesHistorical automotive MCU providerServer processor providerMobile and infotainmentAI start-upsVision processorAutomotive OEMComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|202218Contact ourSales Team for more information18Contact usfor more information

50、YOLE GROUP OF COMPANIES RELATED PRODUCTSComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022ReportsRadar for Automotive 2022Neuromorphic Computing and Sensing 2021Imaging for Automotive 2022Computing and AI Technologies for Mobile and Consumer Applications 2021Mobileyes Eye

51、Q5 Mid SoCMobileye EyeQ4 Vision Processor Family19Contact ourSales Team for more information19Contact usfor more informationYOLE GROUP OF COMPANIES RELATED PRODUCTSComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022MonitorsMicrocontroller Market MonitorProcessor Market Mon

52、itor20Contact ourSales Team for more information20Contact usfor more informationYOLE GROUP OF COMPANIES RELATED PRODUCTSComputing and AI Technologies for Automotive|Product Brochure|www.yole.fr|2022Teardown tracksAutomotive Teardown TrackADAS Teardown Track ModuleInfotainment Teardown Track Module21

53、2121The Yole Group of Companies,including Yole Dveloppement,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,co

54、ntact 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 RelationsEmail:leroyyole.frHOW TO USE OUR DATA?About Yole Dveloppe

55、ment|www.yole.fr|202222FIELDS OF EXPERTISE COVERING THE SEMICONDUCTOR INDUSTRYSemiconductor,Memory&ComputingoSemiconductor Packaging and SubstratesoSemiconductor ManufacturingoMemory oComputing and SoftwarePower&WirelessoRF Devices&TechnologiesoCompound Semiconductors&Emerging MaterialsoPower Electr

56、onicsoBatteries&Energy ManagementPhotonics&SensingoPhotonicsoLighting oImaging oSensing&ActuatingoDisplayAbout Yole Dveloppement|www.yole.fr|2022232323A COMPLETE SET OF PRODUCTS&SERVICESTO ANSWER YOUR NEEDSWEEKLYTRACKSInsightTeardowns of phones,smart home,wearables and automotive modules and systems

57、Bill-of-MaterialsBlock diagramsFormatWeb accessPDF and Excel filesHigh-resolution photosTopicsConsumer:Smartphones,smart home,wearablesAutomotive:Infotainment,ADAS,Telematics175+teardowns per year125+reports per yearYEARLYREPORTSInsightYearly reports Market,technology and strategy analysis Supply ch

58、ain changes analysisReverse costing and reverse engineeringFormatPDF files with analysesExcel files with graphics and dataTopicsPhotonics,Imaging&SensingLighting&DisplaysPower Electronics&BatteryCompound SemiconductorsSemiconductor Manufacturing and Packaging Computing&Memory110+reports per yearSERV

59、ICESQUARTERLYMONITORSInsightQuarterly updated market data and technology trends in units,value and waferDirect access to the analystFormatExcel files with dataPDF files with analyses graphs and key factsWeb access(to be available soon)TopicsAdvanced PackagingApplication ProcessorDRAMNANDCompound Sem

60、iconductorCMOS Image SensorsSmartphones7 different monitors quarterly updatedCUSTOM SERVICEInsightSpecific and dedicated projectsStrategic,financial,technical,supply chain,market and other semiconductor-related fieldsReverse costing and reverse engineeringFormatPDF files with analysesExcel files wit

61、h graphics and dataTopicsPhotonics,Imaging&SensingLighting&DisplaysPower Electronics&BatteryCompound SemiconductorsSemiconductor Manufacturing and Packaging Computing&Memory190 custom projects per yearAbout Yole Dveloppement|www.yole.fr|202224About Yole Dveloppement|www.yole.fr|2020CONTACTSNorth Ame

62、ricaJeff Perkins-jeff.perkinsyole.fr+1-650-906-7877EMEA,Rest of the WorldLizzie Levenez-lizzie.levenezyole.fr+49 151 23 54 41 82 Japan,Korea,Rest of AsiaTakashi Onozawa-takashi.onozawayole.fr+81 80 4371 4887 Greater China Mavis Wang-mavis.wangyole.fr+886 979 336 809+86 136 6156 6824 FINANCIAL SERVIC

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