DUBLIN--(BUSINESS WIRE)--The "Automotive Sensor Chip Industry Report, 2023" report has been added to ResearchAndMarkets.com's offering.
Sensor chip industry research: driven by the 'more weight on perception' route, sensor chips are entering a new stage of rapid iterative evolution.
At the Auto Shanghai 2023, 'more weight on perception, less weight on maps', 'urban NOA', and 'BEV+Transformer' abounded of OEMs and Tier 1 suppliers. It can be seen that major manufacturers have turned to the technology route of 'more weight on perception, less weight maps', to speed up their layout of urban NOA and break their dependence on HD maps.
Driven by the 'more weight on perception' technology route, automotive sensors play a more important role. New products like LiDAR, 4D imaging radar, and 8MP CMOS image sensor (CIS) are quickly applied in vehicles, pushing up the demand for sensor chips. Automotive sensor and chip technologies are entering a new stage of rapid iterative evolution and fast cost reduction.
Radar chip: Chinese vendors have made breakthroughs and broken overseas monopoly.
The automotive radar chip market is dominated by such companies as NXP, Infineon, and TI; among Chinese vendors, Calterah Semiconductor as an early starter has forged partnerships with more than 20 automotive OEMs, on designated projects for over 70 passenger car models, and has shipped a total of over 3 million pieces, one third of which were to overseas customers.
4D radars rapidly penetrate into mid- and high-end models and autonomous models. OEMs such as BMW and GM, and Tier 1 suppliers like Continental and ZF have completed the layout in this field. Quite a few Chinese brands including Li Auto, Changan, BYD, Tesla and Geely have designated or spawned and applied 4D radars. HW4.0, Tesla's next-generation autonomous driving platform equipped with a 'Phoenix' 4D imaging radar, has become a tipping point in market.
In the field of conventional radar chips, Infineon and NXP are almost in a monopoly position. As the main development direction of radars, 4G imaging radars can better serve advanced autonomous driving functions such as urban NOA. Chinese manufacturers are also expediting layout of 4D radar chips.
LiDAR chip: develop towards SoC integration.
Since 2022, much more LiDARs have been used in vehicles, and about 164,000 passenger cars have been installed with LiDARs in China. LiDARs are often used in L2+++ passenger cars (with the highway + urban NOA function), most of which are high-end new energy vehicles valued at over RMB250,000. It is estimated that in 2026, 3.666 million LiDARs will be installed in passenger cars in China. If LiDARs are mounted on RMB150,000 passenger cars, a bigger cost reduction will be required. This may be hard to achieve in the short run.
In 2023, the LiDAR price war has begun, and the shipping price has slumped to around USD500, but still relatively high compared to the price (USD200-300) of 4D radars. Based on SoCs, LiDARs will be further integrated and become cheaper.
Automotive Sensor Chip Industry Report, 2023 highlights the following:
- Automotive sensor chip industry (overview, formulation of industrial policies and standards, market size, etc.);
- Main automotive sensor chip industry segments (automotive camera chip, radar chip, LiDAR chip, etc.) (product structure, technology trends, market size, market pattern, etc.)
- Main automotive radar chip suppliers (product line layout, performance of main products, development of new products, product application, etc.);
- Main automotive LiDAR chip suppliers (product line layout, performance of main products, development of new products, product application, etc.);
- Main automotive vision sensor chip suppliers (product line layout, performance of main products, development of new products, product application, etc.).
Key Topics Covered:
1 Overview of Autonomous Driving Sensor Chip Industry
1.1 Overview of Automotive Autonomous Driving Sensor Chips
1.2 Industrial Policies and Standards
2 Radar Chip Industry
2.1 Overview of Radar Industry
2.2 Radar Structure
2.3 Application Trends of Radar Chips
2.4 Application Trends of 4D Radar Chips
2.5 Radar Chip Market Size and Pattern
3 LiDAR Chip Industry
3.1 Overview of LiDAR Industry
3.2 LiDAR Products and Cost Structure
3.3 Technology Trends of LiDAR Chips
3.4 LiDAR Chip Market Size and Pattern
4 Vision Sensor Chip Industry
4.1 Overview of Automotive Camera Industry
4.2 Automotive Camera CIS Chip
4.3 Automotive Camera ISP
5 Radar Chip Suppliers
5.1 Infineon
5.2 NXP
5.3 STMicroelectronics
5.4 TI
5.5 ADI
5.6 Vayyar
5.7 Uhnder
5.8 Arbe
5.9 Calterah Semiconductor
5.10 Andar Technologies
5.11 SGR Semiconductors
5.12 Runchip
5.13 Others
5.13.1 76-81GHz Radar Chips of Radaric (Beijing) Technology
5.13.2 77GHz Radar Chips of Citta Microelectronics
6 LiDAR Chip Suppliers
6.1 LeddarTech
6.2 Ouster
6.3 Lumentum
6.4 Mobileye
6.5 Lumotive
6.6 LuminWave
6.7 visionICs
6.8 Xilight
6.9 ABAX Sensing
6.10 Vertilite
6.11 Hesai Technology
6.12 China Science Photon Chip
6.13 Fortsense
6.14 DAO Sensing
6.15 Others
6.15.1 LiDAR Chip Business of Sophoton
6.15.2 LiDAR Chip Layout of Huawei
6.15.3 LiDAR Chip Business of Luminar
6.15.4 Automotive LiDAR Chip Business of Berxel Photonics
6.15.5 LiDAR Business of Dibotics
7 Vision Sensor Chip Suppliers
7.1 ON Semiconductor
7.2 Samsung Electronics
7.3 Sony
7.4 NXP
7.5 Nextchip
7.6 OmniVision Technology
7.7 SmartSens
7.8 GalaxyCore
7.9 Metoak
7.10 Rockchip
7.11 Fullhan Microelectronics
7.12 Others
7.12.1 GPU Products of ARM
7.12.2 Vision Chip Products of NST Technology
For more information about this report visit https://www.researchandmarkets.com/r/ejaci4
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