Car camera is widely used and the price is relatively low, is the most basic and most common sensor, the future market space will exceed 10 billion yuan. Camera for a number of ADAS function is essential, the future price is expected to continue to decline, will drive the car camera market space rapid growth. Global car camera shipments from 28 million in 2014 to 83 million in 2020, the compound growth rate of 20%. According Sensor to this estimate, the global car camera market will grow from 6.2 billion yuan in 2015 to 13.3 billion yuan in 2020, the annual compound growth rate will reach 16%. The consumption area is mainly in the Americas, Europe, Asia Pacific and other places, including the Asia-Pacific region will become the fastest growing market.
2020 domestic car camera demand will reach 42 million, the market size of more than 60 billion yuan. Domestic car camera demand in 2015 about 13 million. On the domestic car camera market size is simply measured as follows:
1) Assuming Taiwanese passenger car sales to maintain a compound annual growth rate of 5%, then by 2020 passenger car sales will reach 26.99 million;
2) assuming that by 2020, the front view camera (1) penetration rate of nearly 40%; side view camera (2) penetration rate of 20%; rear view camera (1) penetration rate of 50%; built-in camera (1 ) Is 5%;
3) taking into account the huge domestic car ownership, after the market can not be ignored. Assuming only after considering the camera (1) and rear view camera (1), the permeability is 10%, then the post-installed market will add Suction Control Valve more than 400 million per year. Based on the above assumptions, it can be estimated that by 2020 the domestic car camera market demand for about 42 million, according to the unit price of 160 yuan, the market size will reach 6.7 billion yuan.
Measurement of Market Demand of Domestic Car Camera in
Camera industry chain mainly lens group, CMOS (Complementary Metal-Oxide Semiconductor, that is, complementary metal oxide semiconductor), DSP (Digital Signal Process that digital signal processor), module package and other components. In recent years, the rapid growth of smart phones led to the vigorous development of the camera market, but from 2014 onwards the growth rate of smart phones has slowed, the future growth rate of mobile phone camera will also slow down. With the rise of the car camera market, mobile phone camera industry chain Fuel Rail Pressure Sensor of all aspects of the production capacity will shift to the car camera industry, is expected future CMOS, lens, module packaging and other industrial chain links will continue to maintain high growth.
CMOS is the core of the camera components, widely used in car camera. CMOS, is the camera's photographic element, compared to CCD (Charge-coupled Device, the charge-coupled components) photosensitive component imaging quality is slightly worse, but the cost is lower, but also more power, in the pixel is not demanding applications in the field of camera Very broad. Another CMOS relative to the CCD also has two important advantages:
1) fast. CMOS photoelectric sensor can collect the optical signal at the same time can take out the electrical signal, but also the processing of the unit image information, faster than the CCD charge coupler much faster, high-performance CMOS camera image acquisition speed up to 5,000 frames /
2) High dynamic range. When the vehicle is traveling at high speed, the lighting conditions change violently and frequently. COMS can quickly identify the surrounding objects even in environments with large brightness differences. CMOS value accounts for about one-third of the cost of the camera, the basic control of foreign brands. Sony, Samsung and OmniVision three companies market share of more than 60%.
Sony in the field of global CMOS sensor perennial occupy the market share of the first position, by virtue of its deep accumulation of CMOS technology, coupled with the acquisition of Toshiba image sensor business, its market share is expected to further expand. CMOS market is basically foreign brands to control, domestic brands have weak voice. OmniVision is the domestic CMOS packaging company crystal Temperature Sensor one of the major shareholders of technology, crystal technology is also a large customer. So Crystal Technology is expected to benefit from the dramatic increase in demand for CMOS.
Lens is also an important part of the camera, the domestic independent brand enterprises have obvious advantages. In 2015, the global camera camera manufacturers, Taiwan enterprises Dali photoelectric shipments remain the first, accounting for about one-third of the global market share. While the domestic Shun Yu optical with a slight advantage over Yu Jing, ranking rose to second. In the car camera lens market, Sunny optical lens shipments in the world's first, the market share of about 30%, has entered the major car prices (BMW, Mercedes-Benz, Audi) before the market.
Car camera module assembly process is complex, the market barriers are high, but the domestic manufacturers have entered. Compared with the mobile phone camera and other consumer electronics, car camera security level demanding, the process is more complex, higher market barriers, Panasonic, Sony, Valeo, Fujitsu-ten and other Pressure Sensor manufacturers occupy a larger share. Car camera module package market concentration is also higher than the mobile phone camera, the domestic Sunny Optical, Oufei light and other manufacturers in the field of mobile phone camera packaging market share, is now fully into the car camera module package manufacturing.
Radar: The sensor that is essential for distance measurement
Radar by emitting sound waves or electromagnetic waves on the target object irradiation and receive its echo, thus obtaining the target object distance, distance rate of change (radial velocity), size, orientation and other information. Radar was first used in the military, and later gradually civilized. With the development trend of intelligent vehicle, radar began to appear in the car, mainly for ranging, speed and other functions. Car radar can be divided into ultrasonic radar, millimeter-wave radar, laser radar, different radar principles are different, performance characteristics are also advantages, can be used to achieve different functions.
(1) ultrasonic radar
Ultrasonic radar is the use of ultrasonic sensors within the sensor to produce 40KHz ultrasonic, and then received by the receiver to recover the ultrasound back through the obstacles, according to the ultrasonic reflection of the time difference between the calculation and the distance between the obstacles. Ultrasonic radar cost is low, the detection distance is very high precision, and is not affected by light conditions, so it is commonly used in parking system.
Automatic parking can not be separated from ultrasonic radar. BMW's latest i-series and 7-series series already support the use of car keys remote control car automatic parking, during the operation of the user only need to issue forward or backward ABS Sensor two instructions, the car will continue to use the ultrasonic sensor to detect parking spaces and obstacles, automatic steering wheel And brakes, to achieve automatic parking. Volkswagen third-generation ultrasonic semi-automatic parking system, parking assist system usually use 6-12 ultrasonic radar, the rear of the four short-range ultrasonic radar is responsible for detecting the distance between the reversal and the obstacles, Ultrasonic radar is responsible for detecting parking spaces.
(2) millimeter-wave radar: ADAS core sensor
Millimeter wave refers to the wavelength of 1mm to 10mm between the electromagnetic waves, converted into frequency, the frequency of millimeter waves between 30GHz to 300GHz. The wavelength of the millimeter wave is between the centimeter wave and the light wave, so the millimeter wave has both the advantages of microwave guidance and photoelectric guidance. Millimeter-wave radar in the missile guidance, target monitoring and intercept, fire control and tracking, high-speed communications, satellite remote sensing and other fields have a wide range of applications. In recent years, with the millimeter-wave radar technology level and cost reduction, millimeter-wave radar began to apply to the automotive field.
Application of Different Wavelength Radar
Millimeter-wave radar has many advantages, is the ADAS core sensor. The wavelength of the millimeter wave is between the centimeter wave and the light wave, so the millimeter wave has both the advantages of microwave guidance and photoelectric guidance: 1) Compared with the centimeter waveguide, the millimeter waveguide has the advantages of small volume, light weight and spatial resolution High-frequency features, 2) and infrared, laser and other optical seeker compared to the millimeter wave leader through the fog, smoke, dust, strong ability Speed Sensor to transport distance, with all-weather all day characteristics; 3) stable performance, Not subject to the target object shape, color and other interference. Millimeter-wave radar is a good way to make up for such as infrared, laser, ultrasound, camera and other sensors in the car application does not have the use of the scene.
Millimeter-wave radar detection distance, high precision, is the ACC, AEB preferred sensor. Millimeter-wave radar detection distance is generally between 150m-250m, and some high-performance millimeter-wave radar detection range can even reach 300m, to meet the car in high-speed movement to detect a wide range of needs. In addition, millimeter wave due to shorter wavelength, low dispersion, good focus, so the detection accuracy of millimeter-wave radar is high. These features enable the millimeter-wave radar to monitor the operation of a wide range of vehicles, while the front of the vehicle speed, acceleration, distance and other information detection is more accurate, it is ACC, AEB preferred sensor.
Millimeter-wave radar available frequency band has 24GHz, 60 ~ 61GHz, 76 ~ 79GHz, the current mainstream is 24GHz and 76 ~ 77GHz, 60 ~ 61GHz only use in Japan. General 24GHz for short / medium distance, 76 ~ 79GHz for medium / long distance, the higher the frequency, the shorter the wavelength, the higher the accuracy of distance measurement. The development trend of the band is from low frequency to high frequency transition: 1) EU: 1997, the European Telecommunications Standards Institute confirmed 76-77GHz as anti-collision radar dedicated channel; 2) the United States: 24GHz and 76 ~ 77GHz two bands are available; ) Japan: first selection of 60 ~ 61GHz, and then transferred to 76 ~ 77GHz band; 4) Geneva World Radiocommunication Conference 2015, 77.5 ~ 78.0GHz assigned to the radio positioning business to support the development of short-range high-resolution vehicle radar ; 5) China: In 2005, the former Ministry of Information Industry 'micro power (short distance) radio equipment technical requirements', 77GHz assigned to the vehicle ranging radar.
Millimeter-wave radar key technology is dominated by foreign electronics companies. Millimeter-wave radar system mainly includes antenna, transceiver module, signal processing module, and MMIC (Monolithic Microwave Integrated Circuit) chip and antenna PCB board (Printed Circuit Board) is the millimeter-wave radar hardware core. At present, the key technologies of millimeter-wave radar are mainly monopolized by Bosch, Continental, Denso, Autoliv and other parts giants, especially 77GHz product technology only Bosch, Continental, Denso, Delphi and several other companies to master.