auto production volume will be over 100 millions units in 2020, more the 140 bn us dollars n even 160 bn in 2022
infotaiment major share by 60 bn
chasesis n safety by 30 bn
body n convenience by 20 bn
powertrain by 30 bn
ADAS will grow by 20 bn and 20 pctg is top growth one
architecture for onnected car
BOM for semi 563, CUSOMER VALUE 1730 usd
ADAS may take the BOM usd 92 in 2015
but it will grow by autonomous need and it may cost 9400 usd to provide
LiDAR will be key component in the future ADAS
emitter, lasers
beam steering, mechnical n flash,
detector, PIN diodes
Lidar shipment more than 40 million units in 2026
optical arrays, flash will grow fastest
camera more than 5 functions will be major, n machine vision is a software driven market
senzorfusion modules used for surroundview parking or auto driving.
in the future, the latter will take 2 over 3 in volume
tier 2 or startups will lead the auto driving technology
key ADAS suppliers
bosch, continental, valeo take 60 perctage share
目前分為停車的ECU、照相机
未來会將ECU都整合成一个平台
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