London, May 2016
Auto2x’s new report focuses on the leading manufacturers of the cameras, radars, Lidar and ultrasonic sensors used for ADAS since we have identified them as the ones to benefit more from the uptake of ADAS penetration and the eventual transition towards semi-autonomous and self-driving cars.
2016 is the year of transition from Level 2 to Level 3 of vehicle automation in Europe
ADAS, systems that assist but not substitute the driver for safety, convenience and conditional autonomy, constitute Level 1 (feet-off) and Level 2 (hands-off) of vehicle automation as defined by the NHTSA. This means that they pave the way for Autonomous Vehicles (AV) and Self-Driving Cars (SDC). Level 3 (eyes-off) falls into the NHTSA’s definition of partial automation rather than ADAS.
By 2020, advanced car markets, such as Europe, North America and Japan, will have transitioned to Level 3. As ADAS evolve from discrete single-function systems, such as ACC and LDW, to integrate multiple functions (ACC+LDW) and then autonomous features, new challenges and market opportunities arise.
We assess that during this period, leading ADAS suppliers will be the ones to benefit the most from the transition towards AVs and SDCs.
Changes in safety rating specs push car OEMs to fit ADAS as standard equipment
In Europe, changes to the allocation of points in the Safety Assist category of Euro NCAP’s rating scheme push OEMs to offer at least one or more ADAS as standard equipment in order to achieve and maintain high safety ratings.
Since most carmakers don’t design and manufacture ADAS features in-house, they rely on automotive suppliers who are the leading manufacturers and distributors of ADAS components and features.
Leading ADAS suppliers already offer multi-sensor ADAS with sensor fusion to meet the requirements of the stricter Euro NCAP’s 2020 Roadmap.
ADAS are not exclusive to the premium car segment any more
Technological developments in ADAS, such as sensor fusion, economies of scale and system integration enable price reduction in ADAS. This has enabled safety and convenience ADAS features to expand to the mid and low-end car segments, particularly in safety-oriented Europe.
Reduce production cost while increasing performance
However, ADAS suppliers face a series of important challenges which threaten their profitability from ADAS. Despite the increasing software complexity and requirements for greater computing power, ADAS suppliers need to achieve a healthy ‘’performance to cost ratio’’ in order for these technologies to reach mass-market adoption.
Read this report to get an understanding of their rankings and market shares in 2015 and how they will develop over the next 5 years.
What this report delivers
- Learn why suppliers of ADAS will be the ones to benefit most from the uptake of ADAS penetration during 2016-2020
- Read how regulatory decisions and the increasing role of software will unveil business opportunities
- Gain an understanding of the current state of market competition in the ADAS market:
- What does the supplier ecosystem look like?
- Read about the status of ADAS revenues of leading suppliers in 2014-15 ($ million)
- Trends in ADAS radar, camera-based ADAS and sensor fusion in 2014/15
- Get an insight on recent M&A, product deployment and regulation/legislation
- Read about the product portfolio (ADAS features and sensors) and key figures of ADAS top Tier-1s including sales of sensors (where available). Learn how their shares will develop during 2016-2020
- ADAS Component Forecast for the period 2016-2020
- Vision sensors (Stereo, Mono, Night-Vision),
- Radar sensors (SRR, MRR, LRR),
- Ultrasonic sensors
- Companies examined for our ranking by ADAS revenues include
- AdasWorks (Hungary)
- Aisin Seiki (Japan)
- Ambarella Inc. (USA)
- Autoliv Inc. (Sweden)
- Bosch Group (Germany)
- Continental AG (Germany)
- Delphi Automotive Systems LLC (USA)
- Denso Corporation (Japan)
- Freescale Semiconductors (USA)
- Gentex Corporation (USA)
- Green Hills Software (USA)
- Harman International Industries (USA)
- Hella KGaA Hueck & Co (Germany)
- Hitachi Automotive Systems (Japan)
- Hyundai Mobis (Korea)
- Infineon Technologies (Germany)
- Magna International (Canada)
- Mobileye N.V (Israel)
- NVIDIA (USA)
- OmniVision (USA)
- Panasonic Corp. (Japan)
- QNX (Canada)
- Renesas Electronics (Japan)
- Takata Corp (Japan)
- Texas Instruments (USA)
- Valeo SA (France)
- Vector Informatik (Germany)
- Velodyne LiDAR (USA)
- Wabco V.C.S (USA)
- ZF Group* (Germany)
- Conclusions and recommendations