Automotive Electronics 2015-09-10¢  Automotive Electronics Perspectives fAuto Production...

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Transcript of Automotive Electronics 2015-09-10¢  Automotive Electronics Perspectives fAuto Production...

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Automotive Electronics Perspectives Auto Production Overview Automotive Electronics Overview Infotainment Trends

    Connected Car Impact Software & Apps Impact

    ADAS + V2X Self-Driving Cars Core Auto ECU trends (AUTOSAR) Summary & Conclusions

    Egil Juliussen, Ph.D. Principal Analyst, Infotainment & ADAS

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Key Information Other Information Company Public company: NYSE

    2013 Revenue: $1.8B+ 2013 EBITA: $540M+

    Symbol: IHS People: 8,000+ EPS: $4.75+

    Business Focused on information services Offices worldwide Acquires leading companies

    Many industries 31 countries 7-12 per year

    Industries Aerospace & Defense Automotive Construction Electronics & Media (iSuppli) Government Metals & Mining Oil & Gas Shipping & Transportation

    Agriculture Chemicals Consumer & Retail Financial Healthcare Military & Security Power & Utilities Renewable Energy

    IHS Overview

    2

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Key Information Other Information Products & Services

    Auto sales by brand & model Auto production: brand & model Auto ownership database Auto history by VIN Auto technology information

    Countries & worldwide Plant, OEM, countries USA & other countries Mostly USA (Polk) Infotainment & ADAS

    Auto Tech Focus: Infotainment & ADAS Model Year feature availability Forecasts by segments & OEM Infotainment system portal Auto software & services portal Driver assist/ADAS portal Infotainment usability portal

    Databases & forecasts Online database Supplier market share Audio, navi & others Telematics, apps, other ACC, LDW, PA, BSD YouTube channel*

    IHS iSuppli (E&M)

    Focus: Semiconductor industry Infotainment component portal Portables & LBS portal Auto system tear-downs CE & PC system services

    Including auto semi Audio, navi & others PND, smartphones BOM cost estimates Growing auto impact

    IHS Automotive Products & Services

    VIN=Vehicle Identification Number; ACC=Adaptive Cruise Control; PA=Park Assist; LDW=Lane Departure Warning; BSD=Blind Spot Detection; BOM=Bill of Materials; LBS=Location Based Services

    * http://www.youtube.com/playlist?list=PLB07AC4A0233D85AD

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Automotive Electronics Perspectives Auto Production Overview Automotive Electronics Overview Infotainment Trends

    Connected Car Impact Software & Apps Impact

    ADAS + V2X Self-Driving Cars Core Auto ECU trends (AUTOSAR) Summary & Conclusions

    Egil Juliussen, Ph.D. Principal Analyst, Infotainment & ADAS

  • Copyright © 2012 IHS Inc. All Rights Reserved.

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    2012 2013 2014 2015 2017 2019 2022

    Prod Sales

    WW Auto Production & Sales

    2012-22 CAGR: Production 3.1%; Sales 3.2%

    IHS July2013 data

    Light Vehicles

  • Copyright © 2012 IHS Inc. All Rights Reserved.

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    2012 2013 2014 2016 2019 2022

    USA Americas Europe EMEA Japan China Rest of AP

    Auto Production: Regions

    IHS July2013 data

    EU growth starting in 2014 Light Vehicles

  • Copyright © 2012 IHS Inc. All Rights Reserved.

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    2009 2012 2019

    Toyota VW GM R-N H-K Ford Fiat-Chr Honda PSA Suzuki BMW Daimler

    Top 12 WW Share: 80.7% 80.8% 77.0%

    Includes Joint Ventures in China Light Vehicles

    Auto Production: Top 12 OEMs

    IHS July 2013 data: Light Vehicles

  • Copyright © 2012 IHS Inc. All Rights Reserved.

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    USA Br Ru In Cn De Fr

    1995 2000 2005 2010 2015 2020

    Light Vehicles

    Motorization: Autos In-Use per 1000 People

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Key Impact Other Information Regulation Emission & fuel efficiency

    Ownership (some cities) Safety rules

    CO2, MPG & others Singapore, Beijing, others ESC, eCall,

    Car Use Issues

    Operational costs Traffic jams & congestion Parking search

    Gas, parking, toll etc. Delays & cost Hassle, delays & cost

    Consumer Electronics

    Connected consumers Smartphone apps Cloud info & services

    Want car connections too Want apps in car use too Want car use too

    Information Tech

    Lower emissions Better fuel-efficiency Better safety systems Autonomous systems

    Computer-based systems Computer-based control Driver assist systems NCAP inclusion emerging

    Competing Tech

    Mass transit systems Car-sharing Info tech substitution

    Train, subway, bus, etc. Businesses & private (apps) Web meetings, shopping, etc.

    Automotive Industry: External Forces

    MPG=Miles Per Gallon; ESC=Electronic Stability Control; NCAP=New Car Assessment Program;

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Automotive Electronics Perspectives Auto Production Overview Automotive Electronics Overview Infotainment Trends

    Connected Car Impact Software & Apps Impact

    ADAS + V2X Self-Driving Cars Core Auto ECU trends (AUTOSAR) Summary & Conclusions

    Egil Juliussen, Ph.D. Principal Analyst, Infotainment & ADAS

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Automotive Electronics Driving Forces

    Engine & Powertrain

    Environmental Issues

    • Mandate driven

    Higher fuel economy Lower emissions Less congestion

    Auto Systems

    Chassis & Body

    Driver/Passenger Comfort

    Driver/Pass Infotainment

    Driving Forces

    Issues

    Accident Avoidance and/or Mitigation

    • Mandates emerging

    Connected Car & Cloud

    Computing • Customer pull

    ADAS=Advanced Driver Assist Systems; ICE=Internal Combustion Engine; PHEV=Plug-in Hybrid Electric Vehicle

    Driver distraction Driver warnings Driver error fixes

    More distraction Usage restrictions Apps & services

    System Solutions

    ADAS & Driver Assist

    V2V & V2I Self-Driving

    PHEV & EV ICE Advance

    Telematics: eCall & Others

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Auto Industry ICT Product Flow

    ST Micro

    NXP

    Volkswagen

    GM

    Ford

    Renault

    Vehicle OEMs

    Value Chain Company Examples

    TI

    Freescale

    Hardware Products Software Products

    Elektrobit Vector

    Microsoft QNX

    Valeo Mobileye

    Paragon Parrot

    Bosch Continental

    Visteon Magneti

    Microcomputers Memory chips Sensor chips Other chips

    Device Interface Software

    Operating System Auto Middleware Software Tools

    Application SW HMI Software

    Electronic Systems Sub-Systems ECU Modules

    Sensor Modules

    Network Systems Electronic Systems

    ECU Modules Sensor Modules

    System Integration Application SW

    Operating System HMI Software

    BMW

    Toyota

    Electronic Systems ECU Modules

    Sensor Modules

    Application SW Operating System

    HMI Software

    Product Flow

    Tier 1 Suppliers

    Software Suppliers

    Tier 2 & 3 Suppliers

    Silicon Providers

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Definition System Examples Infotainment Includes navigation functions and all

    audio, video, human-machine interfaces and control electronics May include dashboard system

    Head-unit, premium audio & RSE Navigation, telematics & apps Smartphone apps integration Instrument cluster

    Powertrain Includes systems for engine control, fuel supply, starters, alternators, batteries, engine or transmission cooling, transmission control and environmental controls

    Engine control Transmission control Fuel & valve control Starter & alternator Battery management

    Chassis & Safety

    Includes systems for controlling the speed & braking, where car is going Includes passive and active safety systems such as driver assist Autonomous function control

    Brakes (ABS) & Suspension (ESC) Steering (power, steer-by-wire) Tire pressure monitoring (TPMS) Airbag & seat-belt control Driver assist (ACC, LDW, PA, BSD)

    Body Electronics

    Includes systems for controlling doors, windows, wipers, lights, signals, mirrors etc.

    Lighting control Door & window control Wiper & mirror control

    Comfort & Convenience

    Includes electronics related to providing comfort and convenience

    Climate control Seat control

    Auto Electronics Systems

  • Copyright © 2012 IHS Inc. All Rights Reserved.

    Global Auto Electronics Value: OEM

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    Electronics

    2012-17 CAGR: Electronics 6