ADAS cars are equipped with sensors for various purposes, such as long-range radar, short- and medium-range radar, LiDAR (Light Detection And Ranging), cameras, Ultrasonic sensors, GNSS (Global Navigation Satellite System), infrared sensors, etc. Nowadays, many cars are equipped with sensors in the front and rear. With the improvement of the level of unmanned driving, the practical use of 360-degree sensing becomes more and more important.
In addition, the Robotic Car, which originally aimed at unmanned driving, is equipped with 8 cameras, 6 LiDARs (4 short-range, 1 medium-range, 1 long range), 4 radars, 10 other sensors (8 ultrasonic sensors, 2 GPU/IMU).
Among the above-mentioned automotive sensors, the largest increase in the number will be for long-distance cameras. The annual shipments in 2030 are expected to be about 10 million. In addition, the estimated shipments of medium-range LiDAR, short-range LiDAR, short-range radar, and short-range cameras in 2030 are about 5 million, respectively, and the estimated shipment of long-range radars in 2030 is about 2.5 million. This shows that The growth of long-distance cameras is the most anticipated. In addition, the far-infrared (Long WaveInfra Red) camera is used to identify pedestrians and wild animals at night. According to Yole’s prediction, the number of shipments will increase by 30% each year from 2021. The sales volume is approximately 500,000 (sales amount is approximately US$190 million, approximately RMB 1.292 billion).
On the other hand, according to the frequency band used, the market for radar modules can be divided into three types. The market size of 24GHz radar is about 1.54 billion U.S. dollars (in 2018, about 10.472 billion yuan). By 2020, it will basically increase slightly, and then it will decrease. The market size in 2022 will be lower than in 2018. In addition, the market size of the mainstream 77GHz radar in 2018 will reach 2.47 billion U.S. dollars (about 16.796 billion yuan). With the popularity of AEB (Autonomous Emergency Braking), it will gradually increase. It is expected to be in 2024. It will exceed US$4 billion (approximately RMB 27.2 billion) in the year. In comparison, the 79GHz radar market with higher frequency is also expected to have higher growth. It is expected to reach a market size of 2 billion U.S. dollars (approximately RMB 13.6 billion) in 2024. The overall annual average growth rate of the radar market is about At 23%, the market size in 2022 will reach US$7.5 billion (approximately RMB 51 billion).
As the number of various sensors installed increases, the importance of semiconductors that provide feedback to various parts of the car by processing this information is also increasing. According to Yole's prediction, regarding the future market trends of semiconductors used in Infotainment, at about Level 3 in the future, multiple MCUs (Micro Controller Units) currently in use will be used as FPGAs (Fields). -Programmable Gate Array (Field Programmable Logic Gate Array) or Vision Processor (Vision Processor) is processed into a module, after that, ADAS dedicated platform (Platform) for Level 5 will also be added, which will be integrated according to the specific situation化.
