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Ian Riches, Director - Global Automotive Practice, Strategy Analytics
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Strategy Analytics, Inc 1October 2, 2014
Strategy Analytics, Inc 2
AUTOMOTIVE ELECTRONICS MARKET OVERVIEWBy Ian [email protected]
October 2, 2014
Strategy Analytics, Inc 3
GLOBAL GROWTH AREAS:ADAS AND HEV/EV
• Growth outside of ADAS and HEV/EV is comparatively weak. These two systems areas are the major growth drivers. HEV/EV growth upgraded due to increase in Plug-In forecast. More risk to HEV/EV forecast than for ADAS. Most ADAS risk is on the upside, in the event of more legislation
Source: Strategy Analytics Jul 2014
October 2, 2014
Strategy Analytics, Inc 4
SAME PICTURE IN BRIC ???
• Picture for vehicles manufactured in Brazil, Russia, India & China (BRIC) at first glance looks very similar
• Differences are….
Source: Strategy Analytics Jul 2014
October 2, 2014
Strategy Analytics, Inc 5
BRIC AUTO ELECTRONICS…
• In 2018, 10% of global auto electronics system spend ($29B) will come from HEV/EV systems, including batteries, motors, inverters etc.• For vehicles manufactured in BRIC
regions, that will be just 5% ($5B)
• In 2018, 6% of global auto electronics system spend will come from ADAS ($17B)• For vehicles manufactured in BRIC
regions, that will be just 3% ($3B)
October 2, 2014
Strategy Analytics, Inc 6
GLOBAL PLAYERS DOMINATE BRIC MARKETS
October 2, 2014
• For both India & China, only around 30% of electronics demand comes from purely domestic OEMs – with only small changes over forecast period
Strategy Analytics, Inc
VALUE-CHAINS INCREASINGLY RELIANT ON SOFTWARE
• At its core, ADAS is a software problem, and many companies have sprung up offering support in developing IP, algorithms and applications to support ADAS functions• Elektrobit is the highest-profile supplier. The have been collaborating with Daimler since around 2011, and
in 2013 signed a long-term commitment out until 2020. 7
Image Sensor Vendors
GPU / SoC / FPGA
Vendors
System Vendors Automakers
Software/IP Vendors
Engineering Services Vendors
October 2, 2014
Typical ADAS Value-Chain: Camera-based
