Autonomous car spare parts market to grow upto 52 trillion by 2021 ... Opportunity for medium-term fabless
Park Jung Il | comja77@ | 2017-11-30 11:02:49
System Semiconductor Forum Seminar
With the development of autonomous vehicle technology, it is expected that the related parts and technology market will reach $ 48.5 billion (about 52.5 trillion won) in 2021, which will continue to grow at an annual average rate of 32%. The autonomous vehicle market is expected to become a land of opportunity for Korean small and medium-sized semiconductor fabless companies (which design and sell semiconductors without production facilities).
The Korea Semiconductor Industry Association held a seminar on System Semiconductors Forum on November 29 at the El Tower in Yangjae-dong, Seoul on the subject of "Value Chain Analysis and Market Forecast of Core Parts Technology for Autonomous Driving Vehicles".
Park In Woo, an analyst at Mirae Asset Daewoo, said, "Currently, the market for autonomous vehicles is only USD 12.2 billion, but it will grow USD $ 48.5 billion by 2025." First, Radar and laser range finder market will grow in a short period of time, and the vehicle communication market will also grow. "
"Considering the time of full-scale production of autonomous vehicles and the average replacement cycle of automobiles, it is estimated that 2030 will be the time when partial self-driving cars account for more than half of new car sales." I have about 10 to 20 years left. "
He cited Rada sensor, HD map (high-definition digital map), and driver / vehicle interface (HVI) module as the new growth technologies.
Among them, Lada is a device that measures the distance, speed and physical properties of an object by shooting a laser, unlike a radar that detects an object at a frequency. Currently, it is not easy to apply because the price is 8 million won. But America`s Belrodine, Quenage, Germany`s Ibeo and Israel`s Innobiz said they would lower prices to 100,000 by 2020. Although there is little presence of Korean companies in the autonomous navigation sensor market, it is significant that LG Electronics recently won Daimler`s next-generation Advanced Driver Assist System (ADAS) mono camera with its own technology, he added.
HD map is also an essential technology for autonomous driving. In order to realize the technology above the partial autonomous vehicle, it is necessary to provide information about moving objects within a radius of 2 to 3 km while reducing the error range of the three-dimensional spatial information to within 10 cm. Therefore, ) Sensor is required.
Analyst Park explained that HD map is starting to lead start ups such as Hear and Tamtam than Google. "We need to create real maps and services based on data, focus on improving positioning accuracy and developing real-time updates," he said. In Korea, SK Telecom is cooperating with Nvidia, and Hyundai M & S Soft is cooperating with Mobile I. Japan is concentrating on its own technology development such as making joint venture for HD map together with IT company and car maker.
The HVI module is a device in which people and machines communicate with each other. For example, in the case of partial autonomous driving, the AI is attracting attention as an accident can occur if it does not pass directly to the driver when the autonomous drive is transferred to the driver. The HVI market, excluding displays, was only USD 800 million last year, but it is expected to grow to USD 2 billion by 2021.
Besides, the automobile internal network (IV) based integrated autonomous drive control unit (DCU) was selected as a promising market for high-level autonomous driving. The market will be dominated by emerging semiconductor companies such as Nvidia and Xilinx, as well as giant semiconductor companies such as Intel, and who will take the lead in standard platforms, he said.
By Park Jung Il comja77@
[ copyright ⓒ The Digitaltimes ]
With the development of autonomous vehicle technology, it is expected that the related parts and technology market will reach $ 48.5 billion (about 52.5 trillion won) in 2021, which will continue to grow at an annual average rate of 32%. The autonomous vehicle market is expected to become a land of opportunity for Korean small and medium-sized semiconductor fabless companies (which design and sell semiconductors without production facilities).
The Korea Semiconductor Industry Association held a seminar on System Semiconductors Forum on November 29 at the El Tower in Yangjae-dong, Seoul on the subject of "Value Chain Analysis and Market Forecast of Core Parts Technology for Autonomous Driving Vehicles".
Park In Woo, an analyst at Mirae Asset Daewoo, said, "Currently, the market for autonomous vehicles is only USD 12.2 billion, but it will grow USD $ 48.5 billion by 2025." First, Radar and laser range finder market will grow in a short period of time, and the vehicle communication market will also grow. "
"Considering the time of full-scale production of autonomous vehicles and the average replacement cycle of automobiles, it is estimated that 2030 will be the time when partial self-driving cars account for more than half of new car sales." I have about 10 to 20 years left. "
He cited Rada sensor, HD map (high-definition digital map), and driver / vehicle interface (HVI) module as the new growth technologies.
Among them, Lada is a device that measures the distance, speed and physical properties of an object by shooting a laser, unlike a radar that detects an object at a frequency. Currently, it is not easy to apply because the price is 8 million won. But America`s Belrodine, Quenage, Germany`s Ibeo and Israel`s Innobiz said they would lower prices to 100,000 by 2020. Although there is little presence of Korean companies in the autonomous navigation sensor market, it is significant that LG Electronics recently won Daimler`s next-generation Advanced Driver Assist System (ADAS) mono camera with its own technology, he added.
HD map is also an essential technology for autonomous driving. In order to realize the technology above the partial autonomous vehicle, it is necessary to provide information about moving objects within a radius of 2 to 3 km while reducing the error range of the three-dimensional spatial information to within 10 cm. Therefore, ) Sensor is required.
Analyst Park explained that HD map is starting to lead start ups such as Hear and Tamtam than Google. "We need to create real maps and services based on data, focus on improving positioning accuracy and developing real-time updates," he said. In Korea, SK Telecom is cooperating with Nvidia, and Hyundai M & S Soft is cooperating with Mobile I. Japan is concentrating on its own technology development such as making joint venture for HD map together with IT company and car maker.
The HVI module is a device in which people and machines communicate with each other. For example, in the case of partial autonomous driving, the AI is attracting attention as an accident can occur if it does not pass directly to the driver when the autonomous drive is transferred to the driver. The HVI market, excluding displays, was only USD 800 million last year, but it is expected to grow to USD 2 billion by 2021.
Besides, the automobile internal network (IV) based integrated autonomous drive control unit (DCU) was selected as a promising market for high-level autonomous driving. The market will be dominated by emerging semiconductor companies such as Nvidia and Xilinx, as well as giant semiconductor companies such as Intel, and who will take the lead in standard platforms, he said.
By Park Jung Il comja77@