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Radar for automotive: we are entering a new age…

Monday, September 24th, 2018

Extracted from: Radar Technologies for Automotive report, 2017 edition and LiDAR for Automotive & Industrial Application, 2018 edition from Yole Développement – AWR1642 77 & 79 GHz RFCMOS Radar Chipset from Texas Instruments report, 2018 edition from System Plus Consulting – LiDAR for Automotive Patent Landscape report, 2018 edition from Knowmade.

OUTLINES:

  • How will radar sensor technology shape the cars of the future?
  • Automotive is experiencing an explosion of new high-tech applications.
  • In this highly dynamic market, millimeter wave technology is at the epicenter.
  • Radar for automotive: a well-established supply chain is facing unprecedented competition.
 The automotive radar market consequently benefits from a 23% CAGR between 2016 and 2022. AEB application is the main driver for the 77 GHz radar market growth. Yole Développement (Yole) announces a global radar market reaching US$7.5 billion in 2022, at the module level

“This growth should be accelerated with the autonomous car market,” comments Cédric Malaquin, Technology & Market Analyst, RF Devices & Technologies at Yole.
The market research and strategy consulting company Yole and its partners System Plus Consulting and Knowmade, are following the RF electronics industry taking into account technology evolution, market trends, the whole supply chain and the dedicated patent landscape. The companies propose a comprehensive understanding of the RF electronics industry with a wide collection of reports. More info.

With the recent strong focus on safety, the market potential for ADAS has been extended to mid-end cars resulting in a production volume increase. Coupled to the fact that radars are well considered and employed by many brands: in 71% of cases for AEB.
Another trend with the advent of autonomous driving is the use of corner radar for the car 360° surveillance. These short and mid-range radar are supported by 24 GHz and more recently by 79 GHz module. The latest one being more suited for high resolution tracking which will be desirable for tasks such as target separation or even object recognition. Corner radars will be a must have for redundancy with other sensors such as camera or even Lidar for high-end robotic cars.
Indeed, the global LiDAR systems’ market for automotive applications, is showing an impressive growth between 2017 and 2023: Yole announces a huge 43% CAGR during this period to reach US$5 billion in 2023, supported by a strong policy of investments …
“Strong investments are already noticeable at the IP level”, comments Dr. Paul Leclaire, Technology & Patent Analyst from Knowmade“Indeed, since 2010, the patenting activity related to LiDAR for autonomous and robotic vehicles has shown an annual increase of 21%. Furthermore, while the IP landscape related to ADAS applications is consolidated, the robotic vehicles IP landscape is very competitive. For instance, the last 5 years have seen more than 50 newcomers entering the IP landscape related to high end LiDAR (solid state, 360° scanning, etc.) for 3D mapping.” (3)

A majority of OEM’s integrates radar technology for new ADAS applications. Radar is often combined with other sensors as it provides valuable information to ensure better safety and helps in collision avoidance. OEM’s demand is well supported by Tier1’s offer with strong product portfolio. Analysts identified almost 50 active product references existing on the market. Market is very dynamic with strong competition and continuous product developments.
System Plus Consulting is strongly involved in the analysis of radar solutions. This year, the reverse engineering and costing company propose a detailed report on the world’s first single-chip radar developed by Texas Instruments (TI):
“Ahead of its competitors in RFCMOS applications, TI has begun manufacturing highly integrated radar sensor chips – the latest of which is the AWR1642,” asserts Dr. Stéphane Elisabeth, Expert Cost Analyst, RF, Sensors & Adv. Packaging at System Plus Consulting. “But rather than integrating all transmitters, receivers, and local oscillators in a single chip, TI went further and integrated a MCU and a DSP on the same chip.”
System Plus Consulting and Yole interviewed Sneha Narnakaje, Automotive Business Unit Manager at Texas Instruments to explore TI’s innovative solution and detail TI’s market positioning: Read more.
In addition, a detailed description of numerous radar modules’ analysis performed by System Plus Consulting’s team is available on www.systemplus.fr.

In parallel, semiconductor’s manufacturers deliver high performance solutions that enable mm-Wave Radar to be operated in a reliable and accurate manner which is critical for safety functions. They propose a wide technology offer with GaAs, SiGe BiCMOS and RFCMOS platforms.
Innovative startups such as Metawave and Uhnder, bring disruptive technologies to the market to support high resolution sensor requirements either with ultra-thin steerable beam and AI engine for a deep learning approach or with unprecedented high channel number for high resolution imaging radar. Those innovations attract new comers in automotive radar field for instance with Magna and also well established players through the whole supply chain: Infineon Technologies, Denso, Toyota, Hyundai… It will certainly reshape the competition with the current leaders Continental and Bosch.
Regarding automotive 77 GHz radar chips, today it is mainly based on a 130nm SiGe platform, with NXP and Infineon Technologies as the top suppliers. RFCMOS technology is entering the market with semiconductor companies such as Texas Instruments with an intermediate technology node of 45nm. And technology scaling has started with Analog Devices offering products based on advanced 28nm CMOS nodes and also foundries that are positioning their advanced process capabilities in this ecosystem. For example, Globalfoundries and its 22FDX platform support innovative start up Arbe Robotics with a 4D high resolution radar for autonomous cars.

“It is exciting to see such a wide diversity of technology offerings, a clear confirmation of the automotive radar market’s traction,” comments Cédric Malaquin from Yole. “However, penetrating the automotive market with new technologies is no easy task. On the contrary, entering and maintaining a position in the automotive supply chain is a long, trust-based process.”

“We are certainly entering a new “radar age”, with many developments, disruptive technologies, and new entrants positioning this technology as the primary sensor – along with imaging (cameras) for ADAS and autonomous vehicles”, comments Claire Troadec, Division Director, Power & Wireless Division at Yole.

System Plus Consulting and Yole Développement combine their expertise to propose relevant RF electronics presentations during the next few weeks. Save the date right now in your agenda:
•  AutoSens (From September 17 to 20 – Brussels, Belgium): “The automotive radar market” – Speaker: Cédric Malaquin from Yole.
•  European Microwave Week (September 23-28 – Madrid, Spain): the partners propose you two significant presentations on September 26th during the workshop WW-02 Automotive Radar and HAD:
– “The automotive radar market” – Speaker: Cédric Malaquin from Yole.
– “Automotive Radar Technology and Cost Overview” – Stéphane Elisabeth from System Plus Consulting
Company’s booth: #292
  Semicon Europa (November 13-16 – Munich, Germany): “5G – Who has the most to win (and lose)? – Speaker: Claire Troadec, from Yole. Company’s booth: A4667.

Stay tuned!

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Yole Développement


http://www.yole.fr/

Automotive Artificial Intelligence Software, Hardware, and Services Market to Reach $26.5 Billion by 2025, According to Tractica

Thursday, August 16th, 2018

Investment in AI for Autonomous Vehicles Will Rise Rapidly Over the Next Few Years, in Addition to Applications Focused on Personalization, Predictive Maintenance, Localization and Mapping, and Other Automotive Use Cases

BOULDER, Colo.–(BUSINESS WIRE)–The automotive industry is among the sectors at the forefront of using artificial intelligence (AI) to mimic, augment, and support the actions of humans, while simultaneously leveraging the advanced reaction times and pinpoint precision of machine-based systems. Indeed, today’s semi-autonomous vehicles and the fully autonomous vehicles of the future will rely heavily on AI systems.

However, according to a new report from Tractica, while autonomous driving will be a leading impetus for AI spending in the automotive industry, the use cases for AI in vehicles are in fact much broader. Key applications encompass automotive human machine interaction (HMI) functionality like voice/speech recognition, driver face analytics, emotion recognition, and gesture recognition; maintenance and safety applications like predictive maintenance, automated on-road customer service, and vehicle network and data security; and personalized services in cars, among many others.

All told, across 15 such AI use cases, Tractica forecasts that revenue from automotive AI software, hardware, and services will increase from $2.0 billion in 2018 to $26.5 billion by 2025, representing a compound annual growth rate (CAGR) of 46.9%.

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However, according to a new report from Tractica, while autonomous driving will be a leading impetus for AI spending in the automotive industry, the use cases for AI in vehicles are in fact much broader. Key applications encompass automotive human machine interaction (HMI) functionality like voice/speech recognition, driver face analytics, emotion recognition, and gesture recognition; maintenance and safety applications like predictive maintenance, automated on-road customer service, and vehicle network and data security; and personalized services in cars, among many others.

All told, across 15 such AI use cases, Tractica forecasts that revenue from automotive AI software, hardware, and services will increase from $2.0 billion in 2018 to $26.5 billion by 2025, representing a compound annual growth rate (CAGR) of 46.9%.

“Beyond self-driving vehicles, AI can also be used to make life in the car more convenient and safer, for both the driver and the passengers,” says principal analyst Keith Kirkpatrick. “In-car assistants, driven by natural language processing and machine learning techniques, allow the vehicle’s systems to respond to voice commands and infer what actions to take, without human intervention. Meanwhile, behind the scenes, AI will be increasingly utilized to enable a wide range of automated vehicle safety and maintenance capabilities.”

Tractica’s report, “Artificial Intelligence for Automotive Applications”, provides detailed market forecasts for AI hardware, software, and services in the automotive market during the period from 2017 through 2025. The technologies covered include machine learning, deep learning, NLP, computer vision, machine reasoning, and strong AI. The forecast covers 15 key use cases for automotive AI, segmented by world region. Profiles are also included for 31 key participants in the emerging automotive AI market ecosystem. An Executive Summary of the report is available for free download on the firm’s website.

About Tractica

Tractica is a market intelligence firm that focuses on human interaction with technology. Tractica’s global market research and consulting services combine qualitative and quantitative research methodologies to provide a comprehensive view of the emerging market opportunities surrounding Artificial Intelligence, Robotics, User Interface Technologies, Wearable Devices, and Digital Health. For more information, visit www.tractica.com or call +1.303.248.3000.

 

Automotive is driving SiC adoption

Friday, July 13th, 2018

Extracted from: Power SiC 2018: Materials, Devices and Applications report, Yole Développement – Release date: July 2018 | Tesla Model 3 Inverter with SiC Power Module from STMicroelectronics report, System Plus Consulting – Release date: June 2018.

LYON, France – July 5, 2018: The SiC power market is now on the road, asserts Yole Développement (Yole). Therefore, since 2017, the market research and strategy consulting company identified more than 20 strategic announcements, showing the dynamism of this market and attractiveness of the technology. Rohm, Bombardier, Cree, SDK, STMicroelectronics, Infineon Technologies, Littelfuse, Ascatron and more are part of the powerful ecosystem, presenting innovative products and revealing key partnerships and/or M&A .

Today, SiC transistors are clearly being adopted, penetrating smoothly into different applications. Yole’s analysts forecast a US$1.4 billion SiC power semiconductor market by 2023. According to the Power & Wireless team at Yole, this market is showing a 29% CAGR between 2017 and 2023.

Power SiC report, 2018 edition presents Yole’s deep understanding of SiC penetration in different applications including xEV, xEV charging infrastructure, PFC/power supply, PV, UPS, motor drives, wind and rail. In addition, it highlights the state-of-the-art SiC-based devices, modules, and power stacks. Yole’s analysts also describe the SiC power industrial landscape from materials to systems, and analyze of SiC power market dynamics. This report proposes a detailed quantification of the SiC power device market until 2023, in value and volume.

SiC adoption is accelerating: is the supply chain ready? Yole’s analysts reveal today their vision of the SiC industry.

SiC market is still being driven by diodes used in PFC and PV applications. However Yole expects that in five years from now the main SiC device market driver will be transistors, with an impressive 50% CAGR for 2017-2023.

This adoption is partially thanks to the improvement of the transistor performance and reliability compared to the first generation of products, which gives confidence to customers for implementation.


Do SiC Technologies cross the chasm? Results from an understanding as of 2018.  (Source: Power SiC 2018: Materials, Devices and Applications, Yole Developpement, July 2018)

Another key trend revealed by Yole’s analysts is the SiC adoption by automotive players, over the next 5-10 years. “Its implementation rate differs depending on where SiC is being used,” comments Dr. Hong Lin, Technology and Market Analyst, Compound Semiconductors at Yole“That could be in the main inverter, in OBC or in the DC/DC converter. By 2018, more than 20 automotive companies are already using SiC SBDs or SiC MOSFET transistors for OBC, which will lead to 44% CAGR through to 2023.” 


Yole expects SiC adoption in the main inverter by some pioneers, with an inspiring 108% market CAGR for 2017-2023. This will be possible because nearly all carmakers have projects to implement SiC in the main inverter in coming years. In particular, Chinese automotive players are strongly considering the adoption of SiC.

The recent SiC module developed by STMicroelectronics for Tesla and its Model 3 is a good example of this early adoption. The SiC-based inverter, analyzed by System Plus Consulting, Yole’s sister company is composed of 24 1-in-1 power modules. Each module contains two SiC MOSFETs with an innovative die attach solution and connected directly on the terminals with copper clips and thermally dissipated by copper baseplates. The thermal dissipation of the modules is performed thanks to a specifically designed pin-fin heatsink.
“SiC MOSFET is manufactured with the latest STMicroelectronics technology design,” explains Dr. Elena Barbarini, Head of Department Devices at System Plus Consulting.“This technical choice allows reduction of conduction losses and switching losses”. STMicroelectronics is strongly involved in the development of SiC-based modules for the automotive industry. During its recent Capital Markets Day, the leading player details its activities in this field (Source: Automotive & Discrete Group presentation – May 2018). STMicroelectronics is also commited in the development of innovative packaging solutions. . System Plus Consulting proposes today a complete teardown analysis including a detailed estimation of the production cost of the module and its package.

PV has also caught the attention of Yole’s analysts during recent months. China claimed almost the half of the world’s installations in the last year. However due to new governmental regulations, Yole sees a slow down of the PV market in short term and has lowered its expectation of SiC penetration for the segment.

In general, system manufacturers are interested in implementing cost effective systems which are reliable, without any technology choice, either silicon or SiC. “Today, even if it’s certified that SiC performs better than silicon, system manufacturers still get questions about long term reliability and the total cost of the SiC inverter”, comments Dr. Ana Villamor, Technology & Market Analyst, Power Electronics & Compound Semiconductors at Yole.

Full collection of compound semiconductors and power electronics reports on is available on i-micronews.com.

 


Do SiC Technologies cross the chasm? Results from an understanding as of 2018.  (Source: Yole Developpement)

Yole and System Plus Consulting teams will attend SEMICON Europa 2018 (Munich, Germany – November 13-16). During the leading trade show, Dr. Milan Rosina, Senior Technology & Market Analyst, Power Electronics & Batteries at Yole proposes a dedicated WBG presentation on November 15 at 2:30 PM.
SiC and GaN devices have demonstrated their large potential for power electronic applications. During the presentation “GaN and SiC power device: market overview” taken place during the Power Electronics Session, Dr. Rosina proposes an overview of the market, technology and the industrial supply chain. More information available on i-micronews.com, Conferences & Trade Shows section.

Acronyms:
SiC: Silicon Carbide
M&A: Mergers and acquisitions
CAGR : Compound Annual Growth Rate
PFC : Power Factor Correction
PV : photovoltaic
OBC : On-Board Charger
SBD : Schottky barrier diodes
MOSFET : Metal-Oxide Semiconductor Field-Effect Transistor

Contact Information

Yole Développement


http://www.yole.fr/

Solid-state battery: are we entering in a new era?

Thursday, June 28th, 2018

Extracted from: Solid-State battery report, Yole Développement – Release date: June 2018

LYON, France – June 28, 2018: Last week, Volkswagen announced its partnership with QuantumScape. This announcement confirms the growing interest of EV/HEV makers in solid-state battery technology. Is the solid-state battery entering in a new era? Not now for sure but probably by 2022, announces Yole Développement (Yole) in its latest Solid-State Battery report. According to its aggressive market forecast scenario, mass production of solid-state batteries will begin by 2022…

Today, there is no commercially-available bulk solid-state battery (1). Over the last several years, numerous different players have made announcements regarding the readiness of prototype cells and expected commercialization starts, only to see these ultimately be cancelled or postponed. And despite decades of development, many technology challenges remain unsolved.

Why is there a strong, growing interest in solid-state battery development and commercialization? What are the key drivers? Yole offers you today to discover the technical challenges and market issues related to the solid-state batteries.

 

Solid State Battery Applications Roadmap.  (Source: Solid-State battery report, Yole Développement, June 2018)

First research activities in solid-state battery technology date to the late 1950s. Soli

d-state battery technology has found applications in the form of microbatteries as a micro-power source for sensors, etc. Unfortunately, materials and manufacturing methods used for microbattery’s fabrication are extremely difficult to translate into bulk-size battery manufacture on a cost-effective basis.

According to Yole’s analysis, the current momentum for growing interest in solid-state batteries is the strong application-pull of game-changing battery industry players: the EV/HEV makers. Indeed, established automotive players including Toyota, Volkswagen, BMW, etc. and newcomers such as Dyson, Fisker, plan to commercialize EV/HEV with a battery that will be safer, lighter, and longer-running than conventional Li-ion battery.
A growing number of players involved in solid-state battery development is another reason for increased momentum, as is a variety of newly established solid-state battery consortiums.

Numerous industry players and R&D players from different areas are combining their efforts, each bringing a piece of technology knowhow. As an example, 23 companies take part in the Japanese Libtec consortium.

“Sharing know-how from the four main technology areas is crucial for bringing solid-state battery to commercialization,” explains Dr. Milan Rosina, Senior Analyst, Power Electronics & Batteries, within the Power & Wireless division at Yole. These areas include: Solid-state electrolyte technology – Equipment – Battery cell – Automotive.

In addition, large coverage of multiple topics by different players is important for solid-state battery, enabling accelerated evaluation of different technology approaches and concentration on the most promising ones.

Regarding solid-state battery technology development, there are many technology bricks involved, including electrolyte material screening, ionic conductivity enhancement, electrolyte/electrode interface stability, lithium metal anode, separator coating, cell and pack manufacturing methods, BMS , and battery pack design. Yole’s analysts identified more than 100 companies and R&D players involved in solid-state battery development.
“For an emerging technology, it might be surprising to see that only 14 of 68 industrial companies identified are startup companies”, comments Dr. Rosina. “These start-ups, including Ionic Materials, NEI Corporation, QuantumScape, are positioned mainly in electrolyte material screening and development.”

Actually, R&D activities are rapidly developing within 54 big companies. These companies are mainly car makers including Toyota, BMW, Volkswagen, Renault-Nissan-Mitsubishi Alliance, and Hyundai.

Toyota, with a strong solid-state development history and 200+ engineers working on solid-state battery technology, is considered a leader here.

Strong participation from EV/HEV makers is extremely important for solid-state battery commercialization. Besides huge market potential, they bring to solid state battery development know-how regarding EV/ HEV battery requirements, battery pack assembly, testing, and qualification. And in fact, the simplification of battery pack design and its components will improve solid-state battery’s cost-competitiveness compared to conventional Li-ion batteries.

Other players include conventional Li-ion battery cell manufacturers (i.e. Samsung SDI, LG Chem, A123 Systems), battery separator technology solutions suppliers (Asahi Kasei), and materials suppliers (Solvay, Umicore, etc.).

The market research and strategy consulting company, Yole releases today its Solid-State Battery report. This new analysis offers deep insight into the key drivers and value proposition of solid-state battery technologies, compared to conventional Li-ion batteries. It also proposes a comprehensive analysis of the remaining challenges to bringing solid-state battery to commercialization. Main applications and different approaches for solid-state battery commercialization are well detailed in the report as well as an overview of the different materials and manufacturing methods.

A full description of this report is available on i-micronews.com, Batteries & Energy Management reports section.
(1) Not including the polymer based solid-state batteries from Bolloré Group, which must be heated to 60 – 80°C.

Acronyms:
EV/HEV : Electric Vehicle/Hybrid Electric Vehicle
BMS : Battery Management System

Contact Information

Yole Développement


http://www.yole.fr/

Global Demand and Supply for Automotive Display Systems Expected to Maintain Healthy Growth in 2018, IHS Markit Says

Monday, June 18th, 2018

LONDON–(BUSINESS WIRE)–The global demand for automotive display systems is expected to continue a strong growth path in 2018, according to recent analysis from business information provider IHS Markit (Nasdaq: INFO).

According to the latest Automotive Display Systems Forecasts , OEM production of the three primary automotive display systems — instrument cluster, center stack and head-up display systems — is expected to reach 118.5 million units globally by the end of 2018, representing a 9 percent growth in volume over 2017. While the volume is growing significantly, the value of the market is growing even faster. In 2018, IHS Markit estimates just these three display systems to bring in $13.5 billion in tier-one supplier revenue, representing a 17 percent growth over 2017.

“In the quest for differentiation, automakers are using displays to transform vehicle interiors into a futuristic digital user experience with more pixels in front of consumers than ever before,” said Brian Rhodes, automotive user experience analyst at IHS Markit. “While high resolution, large displays previously were reserved for luxury applications only, declining average selling prices and increasing consumer demand and production volumes are enabling mass-market car brands to standardize displays that were optional only a few years ago.”

Demand for more displays in automotive applications is strong, but a major enabler to this growth comes from the supply chain. Large global display panel manufacturers in Asia have recently invested heavily in automotive display panel production in order to continue sales growth as display markets in other areas have slowed, such as smartphones and tablet PCs.

According to the latest Automotive Display Market Tracker by IHS Markit, global shipments of automotive display panels are set to increase by 11 percent reaching 164 million units in 2018, following an equally strong 9 percent growth in 2017, which had reached 148 million units.

These two IHS Markit forecasts are fundamentally linked, but also differ in that the shipment forecasts include additional volumes, applications and factors that the current OEM production-side forecasts do not.

“As vehicles adopt more technology, more new display use-cases become viable and new display applications are born,” said Hiroshi Hayase, senior director of small and medium displays at IHS Markit. “In addition to the strong growth in the primary display market, we also expect strong growth in display mirrors, rear seat entertainment and even in aftermarket systems as buyers clamor for more digital interfaces.”

As an example, global display shipments for rearview mirror applications are forecast to soar 52 percent in 2018 to 1.6 million units, beyond the 1.0-million-unit mark set just last year. While automakers are keenly aware of the growing demand in this sector, the aftermarket mirror manufacturers are responding quicker to the trend and represent a majority of today’s global production.

The IHS Markit Automotive Display Systems Forecasts provide customers with demand-side monthly updates to automotive instrument cluster, center stack display and head-up display system forecasts, tracked globally to the segment, OEM, brand, model, platform, and program. Coverage of tier-one suppliers and key technical characteristics like display system size, type, touch, orientation and more enabling a precise view of the volumes, technology and revenue market shares in the industry are also included. Meanwhile, the Automotive Display Market Tracker by IHS Markit contains supply-side quarterly updates of automotive display shipments and revenues by application, size, resolution and technology. It also provides supply chain information between tier-two display suppliers and the rest of the supply chain.

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United Kingdom

tele: +44 20 7260 2000
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https://ihsmarkit.com/index.html

Wire-Free Charging to Revolutionize Device Usage Once the Industry Overcomes Its Hurdles

Monday, July 18th, 2016

Scottsdale, Arizona – 18 Jul 2016 – Wireless charging promises to radically change the market landscape, particularly if long-range, wire-free technologies meet key milestones. Imagine a world in which people will never again have to make a conscious effort to charge their devices; they will charge as consumers go about their daily lives, without being plugged in or resting on a charging pad. This is the industry’s vision for long-range, wire-free charging, but hurdles stand in the way. And even if obstacles, like regulatory approval, are overcome, ABI Research predicts that it will likely be years before these technologies become a mainstream solution.

“Select retailers, auto manufacturers, enterprises, and mobile leaders like Samsung and Apple are moving wireless charging forward by integrating inductive charging into smartphones and wearables,” says Michael Inouye, Principal Analyst at ABI Research. “But most wire-free charging technologies still need to meet regulatory approval, which could significantly delay product launches or even derail any momentum garnered thus far.”

The standards battle for short-range, inductive charging, and the early steps to resonant charging between the Wireless Power Consortium (Qi branded) and AirFuel is largely mitigated by multi-mode receivers, which are already leading shipments from market leaders like IDT. To supplement wireless charging in the meantime, numerous companies are advancing today’s battery technology through enhancements to existing Li-ion technology. Some, like portable fuel cell leader MyFC, even offer end users added flexibility and portability when charging their devices through methods like off-grid charging. But as wireless charging steps to the forefront of this market, the competitive landscape will focus less on competing technologies and more on the growing number of applications and use cases.

“Inductive and resonant charging remain the best wireless charging options for now, with shipments clearing one billion by 2019,” concludes Inouye. “Wire-free charging still has many questions to answer in the market. Energous looks like it will be the first company to start commercializing its claims, as it already secured the early critical licensees necessary to bring the products to market. It will debut short-range charging products that targets wearables to help seed the market before it expands to longer range solutions.”

These findings are from ABI Research’s Battery, Fuel Cell, and EH. This report is part of the company’s Wearables & Devices sector, which includes research, data, and analyst insights.

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2014 Automotive Semiconductors Supplier Rankings Adjusted Based on Further Analysis, IHS Says

Monday, April 6th, 2015

2015 expected to present some changes based on recent M&A activity

Leaders in the automotive semiconductor market experienced exceptional results and growth in 2014, according to updated analysis from IHS (NYSE: IHS). Now that final financial reports have been made and analyzed, IHS has adjusted its final rankings of these suppliers (originally reported in January) to accommodate some missed expectations in Europe, as well as currency exchange rates and unexpected strong growth at the end of 2014 by some suppliers.

“For 2015, IHS expects to see a shift among the leading suppliers in this category, given the recent merger of Freescale and NXP, two large players in the market,” said Luca de Ambroggi, principal analyst, automotive semiconductors at IHS. “We’re also keeping a close eye on the integration of Infineon and International Rectifier, following their similar announcement earlier this year.”

Based on final analysis of 2014 results, Renesas maintained its leadership position as the number one supplier in 2014, according to IHS analysis of reported company revenues. A strong finish to the year resulted in growth to its automotive revenue and exceeded all expectations. Key segments for Renesas include microcontrollers (MCUs) and logic integrated circuits (logic IC) categories, as 39 percent of all vehicles include a Renesas MCU, with a 16 percentage point lead on its nearest competitor. Renesas’ work in providing semiconductors in all segments, including infotainment, advanced driver assistance systems (ADAS), body and convenience and powertrain systems continues to lead its global growth efforts.

In second place for 2014, Infineon revenue grew more than 11.7 percent in 2014, based on its strong presence in powertrain, chassis and safety, as well as body and convenience categories within the auto sector. It also supports further electrification in vehicles through power management ICs, MCUs and modules. The complementary products of International Rectifier and Infineon will reinforce Infineon’s future position in the key growing applications of hybrid electric vehicles and advanced driver assistance systems (ADAS).

Rounding out the top three, STMicroelectronics saw robust growth of nearly 9 percent in 2014, in part due to its leadership in the Analog IC category for chassis and safety, powertrain, infotainment, body and convenience components. In addition, its second ranking in the logic IC category provides components primarily for infotainment solutions, including audio amplifiers and digital radio receivers. It also grew significantly in China, which contributed to its overall global growth in 2014. Engine and transmission management are also key application areas for STMicroelectronics, as its sensors business also is growing, including in accelerometers for airbags and combination motion sensors for future active safety applications. Additionally, STMicroelectronics is the foundry for Mobileye’s silicon solutions, which led ADAS camera systems in 2014 with phenomenal growth, outperforming expectations.

The full final rankings of the top 10 automotive semiconductor suppliers for 2014 are as follows:
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About IHS
IHS (NYSE: IHS) is the leading source of insight, analytics and expertise in critical areas that shape today’s business landscape. Businesses and governments in more than 150 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs about 8,800 people in 32 countries around the world.

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Automotive IC Market to Display Strongest Growth Through 2018

Monday, November 24th, 2014

From luxury to base models, IC content on all new cars is increasing.

Later this month, IC Insights’ new 2015 IC Market Drivers Report will be released.  The report contains analyses on automotive electronics, the Internet of Things, tablet PCs, smartphones, medical and health systems, wireless networking, and many other mature and emerging electronic systems.

The upcoming IC Market Drivers Report finds that of the six major end-use applications for ICs, (computer, consumer, communications, automotive, industrial/medical, and government/military) it is the automotive IC market that is forecast to experience the strongest average annual revenue growth rate through 2018 (Figure 1).

Figure 1

The 2013-2018 automotive IC market CAGR of 10.8% is four percentage points greater than the next closest category—communications—at 6.8% and ahead of the 5.5% anticipated growth for the total IC market during this time. The strong CAGR for automotive ICs is partly due to the fact that this market is growing from a smaller base compared to the communications, computer, and consumer segments (Figure 2) and partly because a steady and significant increase in IC content is expected onboard all new cars—luxury level to base models—throughout the forecast period. Vehicle-to-vehicle communications, mandatory backup cameras, and various driver assist systems will keep the automotive IC market dynamic through 2018.

Figure 2

Other highlights about the automotive IC market revealed in the new 2015 IC Market Drivers Report include the following:

The total automotive IC market is expected to grow 15% to $21.7 billion in 2014, compared to a 1% increase registered in 2013.

Asia-Pacific is forecast to surpass Europe as the largest market for automotive ICs beginning in 2016 and is forecast to be the strongest region for automotive IC market growth through 2018 (20.0% CAGR).

Analog ICs and MCUs remain the two largest IC product categories within the automotive IC market.

The automotive memory IC market is forecast to more than double from an estimated $2.0 billion in 2014 to $4.2 billion in 2018.

NOTE: IC Insights is currently taking orders for the 2015 IC Market Drivers Report, which will be released later this month.  If you need to fully understand the driving forces behind IC market growth, you need to subscribe to the 2015 IC Market Drivers Report.

Report Details:  The 2015 IC Market Drivers Report

IC Market Drivers 2015—A Study of Emerging and Major End-Use Applications Fueling Demand for Integrated Circuits examines the largest, existing system opportunities for ICs and evaluates the potential for new applications that are expected to help fuel the market for ICs.

IC Market Drivers is divided into two parts.  Part 1 provides a detailed forecast of the IC industry by system type, by region, and by IC product type through 2018.  In Part 2, the IC Market Drivers Report examines and evaluates key existing and emerging end-use applications that will support and propel the IC industry through 2018.  Some of these applications include the Internet of Things, automotive electronics, smartphones, personal/mobile computing (including tablets), wireless networks, digital imaging, and a review of many applications to watch—those that may potentially provide significant opportunity for IC suppliers later this decade.  The 2015 IC Market Drivers Report is priced at $3,390 for an individual-user license and $6,490 for a multi-user corporate license.

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Flurry of Mergers and Acquisitions Reshape the Automotive Semiconductor Supplier Landscape

Wednesday, October 29th, 2014

Capped by last week’s announcement that Qualcomm Inc. would buy CSR PLC, the automotive semiconductor industry recently has been undergoing a wave of merger and acquisition (M&A) activity that has shaken up the competitive order of the market, according to IHS Technology (NYSE: IHS).

In two major deals announced in August, Germany’s Infineon Technologies AG said it would acquire U.S.-based International Rectifier Corp., while On Semiconductor Corp. sealed a deal to acquire fellow American firm Aptina Imaging Corp.

With the International Rectifier deal, Infineon bolstered its No. 2 rank in the global automotive semiconductor business and helped it to close the gap on the market leader, Renesas of Japan. Following the acquisition, Infineon trails Renesas by just $288 million, down from nearly $500 before Infineon bought International Rectifier, based on ranking data from 2013.

Meanwhile, the Aptina acquisition expanded On’s automotive semiconductor revenue by $183 million, allowing On to move up one position to eighth place in the market, also based on 2013 ranking data.

The purchase of the U.K.’s CSR will allow California-based Qualcomm to enhance its market share. Qualcomm ranked No. 43 in 2013, while CSR came in at 23. The two companies combined would have ranked at No. 19 in 2013.

“While these three M&A deals differ in their specific goals and benefits, all have the same strategic objective: expanding market share in the lucrative business for semiconductors used in automobiles,” said Ahad Buksh, analyst for automotive semiconductors at IHS. “The automotive supply is adding new infotainment, communications and driver-assist functionality at a rapid pace, causing related semiconductor revenue to rise 5 percent to reach $26 billion in 2013. Suppliers are buying up competitors to gain scale in the market, to add key capabilities and to capitalize on established customer relationships.”

Data in this press release was derived from the report entitled “Competitive Landscaping Tool CLT – Automotive – Q3 2014” from the Automotive Semiconductor service at IHS Technology.

Clash of the top 10 titans

The attached figure presents the IHS ranking of the world’s top 10 suppliers of automotive semiconductors in 2013, showing the impact from the recent acquisitions.

All of these 10 companies increasingly are investing in automotive, having identified the area as a strategic field of expansion. At the same time, most of these companies are divesting from other markets, such as wireless and consumer electronics.

The strong positions held by the top 10 suppliers are the result of decades of investment to meet the specific requirements of leading customers. These requirements include high product quality and strong service support. IHS believes that automotive manufacturers will tend to maintain long-term relationship with these established semiconductor suppliers.

To Infineon and beyond

Infineon’s acquisition of International Rectifier not only will diversify the former’s product portfolio but also will make it a bigger threat to Renesas.

Last year was great for both Infineon and International Rectifier, with automotive-related revenue at the two companies rising by 11.7 percent and 15.6 percent, respectively. In contrast, the declining exchange rate of Japanese yen vs. the U.S. dollar meant that Renesas suffered a 14.2 percent drop in automotive revenue in 2013. What used to be a lead of more than $1.2 billion for Renesas over Infineon in 2012 eroded by 60 percent.

Once the International Rectifier acquisition is complete, Renesas’ lead will shrink further.

International Rectifier’s strong presence in low-power insulated-gate bipolar transistor (IGBT), power modules and power metal–oxide–semiconductor field-effect transistor (MOSFET) will boost Infineon into the top spot in the discrete integrated circuit (IC) category. This particularly reinforces Infineon’s position in the fast growing hybrid and electric vehicle segment. Intelligent power switches, data converters and application-specific integrated circuits (ASIC) from International Rectifier also will complement Infineon’s portfolio and will generate economies of scale. Even though Infineon’s second position in analog ICs won’t change, the acquisition will help it close in on the top player in the segment, STMicroelectronics.

On the acquisition hunt

Aside from bringing On Semiconductor closer to the $1 billion mark in automotive semiconductors, Aptina’s sensor business is of strategic importance, as it was a weak spot in On’s portfolio. Now, On Semiconductor can count itself the leading supplier of complementary-metal-oxide semiconductor (CMOS) imaging sensors, which serve as the eyes of advanced driver assistance systems (ADAS) in vehicles. The rapid adoption of ADAS will drive markets for automotive image sensors to attain 10 percent growth per year from 2013 to 2020, making it a good investment for On.

Qualcomm boosts automotive market share with CSR acquisition

Qualcomm’s acquisition of CSR is more about buying—and as a result, enlarging—market share in automotive than about complementing Qualcomm’s product portfolio.

With the purchase, Qualcomm will become the world’s fourth-largest supplier of ASICs for automotive infotainment, with a 10 percent market share. In 2013, the company ranked 11th with a market share of 2.7 percent, unchanged from 2012 and 2011.


About IHS (www.ihs.com)

IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. Businesses and governments in more than 165 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs more than 8,000 people in 31 countries around the world.

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GaN LEDs in Automotive to Reach $1 Billion in 2014

Wednesday, October 22nd, 2014

The market for GaN packaged LEDs in automotive applications is forecast to reach the $1 billion mark this year for the first time, according to the latest research from the LED Intelligence Service of IHS Technology.

Industry revenue is projected to grow 11 percent from $943 million in 2013 to $1.05 billion in 2014. Growth comes from the exterior applications in the vehicle such as headlamps and daytime running lights, where LED penetration is still low, but the LED value per vehicle can be quite high. Osram, Nichia and Lumileds are ranked by IHS as the leading three suppliers to the market and are particularly dominant in exterior applications.

Audi has been a leader in the use of LEDs in its vehicles (especially in daytime running lights) since 2008, and many other manufacturers have followed the steady trend toward more LED. However, many vehicles that do not use LED lighting still remain, even at the high end of the market. For example, the cutting-edge Tesla Model S retailing for approximately $100,000 does not yet have LED headlamps. Moreover, daytime running lights, cornering lights and indoor ambient lights are only available as an option rather than as standard.

LED lighting should increase in vehicles over the next several years, IHS anticipates, and the market is forecast to grow further to $1.3 billion in 2018. In addition to the research carried out by its LED team, IHS also has a large automotive team of analysts and a teardown team currently working on a Tesla Teardown project. The teardown project offers analysis on 12 key electronic vehicle parts, including an in-depth exploration of the premium media control unit, the instrument cluster and other body control modules.

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