《2015-2020全球与中国视觉类ADAS产业研究报告》包含以下内容:
1、全球视觉类ADAS系统市场与产业
2、车道线检测
3、紧急制动(防碰撞)
4、夜视和自适应远光灯系统
5、泊车辅助
6、视觉类ADAS厂家研究
视觉类ADAS系统以Camera为基础,可以分为几大类主要应用,一是车道线检测(Lane Detection),也就是LDW/LKA/LCA(lane centering Assist),同时在ACC和TJA(Traffic Jam Assist)做辅助,让汽车处于ACC或TJA工作状态时不会跑偏。二是障碍物(Obstacles)检测与识别,也就是FCW(Forward Collision Warning)/AEB(Autonomous Emergency Braking)。三是显示周边环境状况,也就是Parking Assist,有Rear View和360 Degree Surround View。也有少部分应用于盲点检测BSD(Blind Spot Detection),最后还有用于HBA(HighBeamAssist)和夜视NightVision。
在应用领域,纯警告类的ADAS将逐渐退出市场,带有制动(Actuator)功能的ADAS是未来主流,例如FCW的警告时间不超过3秒,驾驶者很难及时采取应对措施。再有就是AEB或将成为最重要的ADAS应用。2021-2025年,全球各地可能都会将AEB作为强制性安全功能。
未来的发展方向是Stereo Camera而非Mono Camera,尤其是在AEB领域。AEB牵涉到人的生命,必须有尽量多的性能冗余,这样才能最大限度地保证驾驶者安全。Stereo Camera对比Mono Camera,在最重要的行人(Pedestrians)识别(Recognition)方面具备压倒性的优势,但目前很多厂家还是采用Mono Camera,因为目前AEB标配少,且多为选配(Optional),由于Stereo Camera成本更高,结果就是价格很高而乏人问津。
下一代AEB将把行人检测作为必备功能,也就是必须采用Stereo Camera,如Mercedes-Benz、Subrau、Jaguar、Suzuki一开始就坚持采用Stereo Camera,而VW、Toyota、Honda、Nissan目前的实验车型都采用了Stereo Camera。同时在Tier 1方面,Hitachi Automotive System一开始就坚持Stereo Camera,Continental、Bosch、Denso、Fujitsu-ten都是以Stereo Camera为重点发展方向,这些厂家在汽车业界都是标杆企业,他们的方向就代表了整体汽车产业的方向。
2015年全球汽车摄像模组出货量大约0.503亿个,预计2016年可达0.621亿个,2020年可达1.41亿个,2025年可达2.46亿个。平均每辆轻型车上有3个摄像头,分别对应LKA、AEB和Parking。汽车摄像模组不同于手机摄像模组,对可靠性和工作温度范围要求极高,主要是厂家有:松下、索尼、Valeo、Fujitsu-ten、MCNEX、Magna、Gentex、Continental和Hitachi。松下市场占有率全球第一,并且与第二名差距很大。
2015年全球汽车视觉系统市场规模大约31亿美元,预计到2020年可达61亿美元,主要厂家有Magna、TRW(ZF)、Hitachi Automotive System、Continental,这4家位居第一阵营,Magna全球第一。Autoliv、Valeo、Denso、Fujitsu-ten和Bosch位于第二阵营。因为汽车厂家的需求差异很大,所以市场集中度很低,在相当长时间内都会如此。
Global and China Vision ADAS Industry Report, 2015-2020 focuses on the followings:
1. Global vision ADAS system market and industry
2. Lane detection
3. Emergency braking (Anti-collision)
4. Night vision and adaptive high beam system
5. Parking Assist
6. Vision ADAS Companies
Camera-based vision ADAS systems can be divided into several categories of applications: 1) Lane Detection, i.e., LDW/LKA/LCA (Lane Centering Assist) to prevent the car from deviating in the working state of either ACC or TJA (Traffic Jam Assist); 2) Obstacles Detection and Recognition, i.e., FCW (Forward Collision Warning)/AEB (Autonomous Emergency Braking); 3) Surroundings Display, i.e., Parking Assist, including Rear View and 360°Surround View. 4) BSD (Blind Spot Detection); 5) HBA (High Beam Assist) and Night Vision.
In application field, warning-only ADASs will gradually exit market, while the ADASs with actuator represent the mainstream in the future. For example, it is hard for drivers to take prompt countermeasures, as the warning time of FCW is no more than 3 seconds. Moreover, AEB (Autonomous Emergency Braking) may become the most important ADAS application. AEB will be a mandatory safety function across the world during 2021-2025.
Future orientation of development will be stereo camera rather than mono camera, especially in AEB field. As AEB concerns human life, there must be as much performance redundancy as possible, thus ensuring the safety of drivers to the utmost extent. Stereo camera has an overwhelming advantage over mono camera in the aspect of pedestrians recognition. However, the majority of companies (OEMs & Tier 1 suppliers) still adopt mono camera, as AEB is largely an optional component rather than a standard one, and the costs of stereo camera are much higher, resulting in higher price and low popularity.
Pedestrians Recognition will be a must of next-generation AEB, meaning that stereo camera has to be employed. Mercedes-Benz, Subrau, Jaguar, and Suzuki have adopted stereo camera from the very beginning, while VW, Toyota, Honda, and Nissan all employ stereo camera in their experimental models. As to Tier 1, Hitachi Automotive System has used stereo camera at the very start, while Continental, Bosch, Denso, and Fujitsu Ten see stereo camera as the priority of development. These companies are iconic ones in automobile industry and their moves represent the direction of automobile industry as a whole.
Global automotive camera module shipments approximated 50.3 million pieces in 2015 and are expected to reach 62.1 million pieces in 2016, 141 million pieces in 2020, and 246 million pieces in 2025. There are three cameras on each light vehicle on average, respectively for LKA, AEB, and Parking. Unlike mobile phone camera modules, automotive camera modules are highly demanding on reliability and range of operating temperature. Major vendors are Panasonic, Sony, Valeo, Fujitsu Ten, MCNEX, Magna, Gentex, Continental, and Hitachi. Panasonic ranks first globally in terms of market share and is far ahead of the second place.
Global automotive vision system market size was worth about USD3.1 billion in 2015 and is expected to hit USD6.1 billion in 2020. Magna, TRW (ZF), Hitachi Automotive System, and Continental are in the first camp, with Magna being the world’s largest, and Autoliv, Valeo, Denso, Fujitsu-ten, and Bosch are in the second camp. As the demand from carmakers varies greatly, the market concentration has been lower and this will continue for a considerable time.
第一章、全球视觉类ADAS系统市场与产业
2009-2020 Global Automotive Camera Module Shipments
2014-2020 Front Cmaera Shipments
2014-2020年全球后视与环视系统出货量
2015、2020美国泊车辅助系统出货量技术分布
2015、2020欧盟泊车辅助系统出货量技术分布
2015、2020亚太泊车辅助系统出货量技术分布
2015、2020中国泊车辅助系统出货量技术分布
日系厂家与ADAS传感器供应商配套关系(Who Supply Whom)
美韩中系厂家与ADAS传感器供应商配套关系(Who Supply Whom)
欧系厂家与ADAS传感器供应商配套关系(Who Supply Whom)
2015 Global Surround View Supplier Market share
2015 Global Rear View Supplier Market share
2015 Global Automotive CMOS Image Sensor Supplier Market share
2015 Global Automotive Camera Module Suppliers Market Share(By Turnover)
2015 Global ADAS Vision System Supplier Market Share
2015年中国市场在售车型配置ADAS系统的款数
2015年1-12月中国市场主要ADAS系统渗透率
2015年1-12月国内乘用车厂LDW预装量
2015年1-12月国内乘用车厂LKA预装量
2015年1-12月国内乘用车厂SV(Surround View)预装量
2015年1-12月国内乘用车厂AEB预装量
2015年1-12月国内乘用车厂FCW预装量
第二章、Lane Detection
LDW Overview
Lane Assist Trend
LDW/LKA/LCA Different
LDW Principle
LDW&ACC&TJA Block Diagram
Control Structure Diagram for a Lane Keep Assist/LaneCentering Assist System
Control Structure Diagram for a Conventional Hydraulic Brake System with Electronic Stability Control
Control Structure Diagram for an Electric Power Steering System
Control Structure Diagram for a Steer-by-WireSystem
LKW Algorithm
Hough Transform
Lane Detection Camera
第三章、Emergency Braking(Collision Avoidance)
AEB迟早成为强制性标准配置
2000-2015 proportion of models with front crash prevention IIHS
Automotive Brand AEB Performance
AEB(Advanced/Autonomous Emergency Brake)简介
AEB的Sensor Fusion
AEB的Sensor Matching and Merging
Forward Crash Avoidance and Mitigation(FCAM)与AEB
CollisionMitigation是扩展型AEB
TRW的Emergency Steer Assist (ESA)
Nisan Autonomous Emergency Steering
Continental SRL 111
廉价的固定光束红外激光雷达
三束光的独特设计
第四章、Night Vision and High Beam Assist
Night Vision Overview
Night Vision Static
BMW Night Vision
Night Vision Trend
HBA(high beam assist)/Smart Beam Overview
HBA(high beam assist)必须LED大灯
HBA(high beam assist)Image Sensor
Gentex Smart Beam Overview
HW-Architecture of SmartBeam
第五章、Vision for Parking Assist
各类型传感器对比
后视影像系统简介
大众途安倒车影像系统构成
用不同的颜色来代表不同的距离
大众后视影像系统CAN Network
Dense Stereo for Parking Assist
Motion-stereo Parking Assistant at BMW
未来之星可能是79GHz UWB
Daimler 360 Surround View
德尔福的360度环视图像处理
Adjusting Scope of Surround View
德尔福的半自动泊车-平行泊车过程
德尔福的半自动泊车-垂直泊车过程
第六章、VisionADAS厂家研究
6.1、Mobileye
2011-2016 Mobileye Revenue and Gross Profit
2007-2016 MOBILEYE Shipments
2012-2015 MOBILEYE客户分布
Mobileye的下一步,转型做地图采集设备供应商
Mobileye的地图数据库
Mobileye Roadmap
Mobileye History
2012-2015 Mobileye Financial Data
Mobileye 商业模式
Mobileye Strategy
6.2、MCNEX
2009-2016 MCNEX Revenue and Operation Income
2010-2016 MCNEX Revenue by Segment
6.3、ONSEMI
ON-SEMIISG History
ON SEMICONDUCTOR Quarterly Sales and Gross Margin
6.4、Sunny Optical
2004-2015 Sunny Optical Revenue and Gross Margin
2012-2016 Sunny Optical Auto Lens Sales
6.5、Subrau Eyesight
Eyesight Ver3.0 Overview
History of Eyesight
Eyesight Ver3.0 Function
Eyesight Roadmap
Next Generation Eyesight
Typical Stereo Vision Pipeline
Eyesight Ver3.0 Block Diagram
Principles of Stereo Camera
6.6、Magna
Magna客户分布与产品分布
Magna Gen 1.0产品应用
Magna Gen 2.5产品应用
Magna Roadmap
Magna Strategy
6.7、Autoliv
2004-2015年Autoliv收入与毛利率
2015年上半年Autoliv客户分布
2014、2015 Autoliv收入产品分布
Autoliv 技术分布
6.8、Valeo CDA Division Overview
Valeo在汽车ADAS业内地位
Valeo’sPartner
Valeo的Park4U
Park4U ECU
6.9、Continental Automotive ADAS
2013-2015年大陆汽车底盘与安全事业部收入与EBITDA
大陆汽车ADAS收入地域分布
Continental Automotive 360 View Component
Continental Automotive 360 View for commercial vehicles Examples
Continental Automotive 360 View Next-Remote Control Parking
Continental Camera Overivew
Continental MFC2 Data
6.10、Bosch
Bosch Stereo Camera Overview
Bosch MPC2 Overview
6.11、Clarion
2006-2016财年Clarion收入与营业利润率
Clarion Arround View Next -Automated Parking
Clarion’s Surroundeyefor Commecial Vehlicles
6.12、富士通天
2005-2015财年富士通天收入与营业利润率
Fujitsu360 wrap around video imaging
Fujitsu360 wrap around video imaging Component
Fujitsu360 wrap around video software
Fujitsu MB86R12 Block Diagram
Fujitsu MB86R12 Communication
Park4U ECU
6.13、Gentex Overview
2010-2015 Gentex Revenue vs Gross Margin
凯迪拉克上的Gentex Smart Mirror
6.14、Kostal
Kostal ADAS Camera Roadmap
Kostal与Mobileye合作密切
Kostal Roadmap
6.15、TRW(ZF)
2014年TRW收入业务分布
2014年TRW收入客户分布
2014年TRW收入地域分布
Magna与TRW的诉讼
6.16、Denso
Denso Revenue by Segment
Denso supply Toyota Safety Sense P
Denso ADAS Product Roadmap
Denso ADAS Roadmap
1. Global Vision ADAS System Market and Industry
Global Automotive Camera Module Shipments, 2009-2020E
Front Camera Shipments, 2014-2020E
Global Rear View and Surround View System Shipments, 2014-2020E
Parking Assit System Shipment in the United States by Technology, 2015&2020E
Parking Assit System Shipment in EU by Technology, 2015&2020E
Parking Assit System Shipment in Asia-Pacific by Technology, 2015&2020E
Parking Assit System Shipment in China by Technology, 2015&2020E
Supply Relationship between Japanese Carmakers and Suppliers of ADAS Sensors
Supply Relationship between U.S./South Korean/Chinese Carmakers and Suppliers of ADAS Sensors
Supply Relationship between European Carmakers and Suppliers of ADAS Sensors
Market Share of Global Surround View Suppliers, 2015
Market Share of Global Rear View Suppliers, 2015
Market Share of Global Automotive CMOS Image Sensor Suppliers, 2015
Market Share of Global Automotive Camera Module Suppliers (by Turnover), 2015
Market Share of Global ADAS Vision System Suppliers, 2015
Number of Auto Models Equipped with ADASs Available in Chinese Market, 2015
Penetration of Main ADASs in Chinese Market, Jan-Dec 2015
Pre-installation of LDW in Domestic Passenger Car Brands, Jan-Dec 2015
Pre-installation of LKA in Domestic Passenger Car Brands, Jan-Dec 2015
Pre-installation of SV (Surround View) in Domestic Passenger Car Brands, Jan-Dec 2015
Pre-installation of AEB in Domestic Passenger Car Brands, Jan-Dec 2015
Pre-installation of FCW in Domestic Passenger Car Brands Jan-Dec 2015
2. Lane Detection
Overview of LDW
Trend of Lane Assist
Difference of LDW/LKA/LCA
Principle of LDW
Block Diagram of LDW&ACC&TJA
Control Structure Diagram of Lane Keep Assist/Lane Centering Assist System
Control Structure Diagram of Conventional Hydraulic Brake System with Electronic Stability Control
Control Structure Diagram of Electric Power Steering System
Control Structure Diagram of Steer-by-Wire System
LKW Algorithm
Hough Transform
Lane Detection Camera
3. Emergency Braking (Collision Avoidance)
AEB: A Mandatory Standard Configuration Sooner or Later
Proportion of Models with Front Crash Prevention (with Data from IIHS), 2000-2015
Automotive Brand AEB Performance
Overview of AEB (Advanced/Autonomous Emergency Brake)
Sensor Fusion of AEB
Sensor Matching and Merging of AEB
Forward Crash Avoidance and Mitigation (FCAM) and AEB
Collision Mitigation: An Extended AEB
Emergency Steer Assist (ESA) of TRW
Nissan’s Autonomous Emergency Steering System
Continental SRL 111
Low-cost Fixed-beam Infrared Lidar
Unique Design of Three-beam Light
4. Night Vision and High Beam Assist
Overview of Night Vision
Night Vision Static
BMW’s Night Vision
Trend of Night Vision
Overview of HBA (High Beam Assist)/Smart Beam
LED Headlamp: A Must for HBA (High Beam Assist)
HBA (High Beam Assist) Image Sensor
Overview of Gentex’s Smart Beam
HW-Architecture of SmartBeam
5. Vision for Parking Assist
Comparison of Various Sensors
Overview of Rear Assist
Composition of Rear View Camera System at VW Touran
Different Colors for Different Distances
VW’s Rear Assist-CAN Network
Dense Stereo for Parking Assist
Motion-stereo Parking Assistant at BMW
79GHz UWB: A Likely Future Star
Daimler’s 360˚ Surround View
Delphi’s 360˚ Surround View Image Processing
Adjusting Scope of Surround View
Delphi’s Semi-automatic Parking-Parallel Parking Process
Delphi’s Semi-automatic Parking-Vertical Parking Process
6. Vision ADAS Companies
6.1 Mobileye
Revenue and Gross Profit of Mobileye, 2011-2016
Shipments of Mobileye, 2007-2016
Customers of Mobileye, 2012-2015
Transformation of Mobileye into a Supplier of Map Acquisition Equipment
Map Database of Mobileye
Roadmap of Mobileye
History of Mobileye
Financial Data of Mobileye, 2012-2015
Business Model of Mobileye
Strategy of Mobileye
6.2 MCNEX
Revenue and Operation Income of MCNEX, 2009-2016
Revenue of MCNEX by Segment, 2010-2016
6.3 ONSEMI
History of ON-SEMIISG
Quarterly Sales and Gross Margin of ON SEMICONDUCTOR
6.4 Sunny Optical
Revenue and Gross Margin of Sunny Optical, 2004-2015
Auto Lens Sales of Sunny Optical, 2012-2016
6.5 Subaru Eyesight
Overview of Eyesight Ver3.0
History of Eyesight
Functions of Eyesight Ver3.0
Eyesight Roadmap
Next-generation Eyesight
Typical Stereo Vision Pipeline
Block Diagram of Eyesight Ver3.0
Principle of Stereo Camera
6.6 Magna
Products and Customers of Magna
Application of Magna Gen 1.0
Application of Magna Gen 2.5
Magna’s Roadmap
Magna’s Strategy
6.7 Autoliv
Revenue and Gross Margin of Autoliv, 2004-2015
Customers of Autoliv, 2015H1
Revenue of Autoliv by Product, 2014&2015
Autoliv’s Technology Domain
6.8 Overview of Valeo CDA Division
Status of Valeo in Automotive ADAS Industry
Valeo’s Partner
Valeo’s Park4U
Park4U ECU
6.9 Continental Automotive ADAS
Revenue and EBITDA of Continental’s Chassis and Safety Division, 2013-2015
ADAS Revenue of Continental Automotive by Region
Component of Continental Automotive 360 View
Examples of Continental Automotive 360 View for Commercial Vehicles
Continental Automotive 360 View Next-Remote Control Parking
Overview of Continental Camera
Data of Continental MFC2
6.10 Bosch
Overview of Bosch Stereo Camera
Overview of Bosch MPC2
6.11 Clarion
Revenue and Operating Margin of Clarion, FY2006-FY2016
Clarion Arround View Next -Automated Parking
Clarion’s SurroundEye for Commercial Vehicles
6.12 Fujitsu Ten
Revenue and Operating Margin of Fujitsu Ten, FY2005-FY2015
Fujitsu 360° Wrap-Around Video Imaging
Component of Fujitsu 360° Wrap-Around Video Imaging
Software for Fujitsu 360° Wrap-Around Video Imaging
Block Diagram of Fujitsu’s MB86R12
Communication Fujitsu’s MB86R12
Park4U ECU
6.13 Overview of Gentex
Revenue and Gross Margin of Gentex, 2010-2015
Gentex’s Smart Mirror at Cadillac
6.14 Kostal
ADAS Camera Roadmap of Kostal
Close Cooperation between Kostal and Mobileye
Kostal’s Roadmap
6.15 TRW (ZF)
Revenue of TRW by Business, 2014
Revenue of TRW by Customer, 2014
Revenue of TRW by Region, 2014
Magna vs. TRW Lawsuit
6.16 Denso
Revenue of Denso by Segment
Denso’s Supply of Toyota Safety Sense P
ADAS Product Roadmap of Denso
ADAS Roadmap of Denso