Supplier Business Opportunities on ADAS and Autonomous Driving Technologies

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1 AUTOMOTIVE Supplier Business Opportunities on ADAS and Autonomous Driving Technologies 19 October 2016 Tokyo, Japan Masanori Matsubara, Senior Analyst, , Masanori.Matsubara@ihsmarkit.com

2 Content Sensor Evolution > Omnidirectional Sensing for ADAS / Autonomous Car > Front Camera Evolutions > Low Cost RADAR Solutions > Why Laser Scanner? Market Outlook > World Total Demand by ADAS Function > World Total Demand by Sensors Summary

3 Sensor Evolution

4 Omnidirectional Sensing for ADAS / Autonomous Car CAMERA RADAR LIDAR ULTRASONIC

5 Front Camera Evolutions TRW s tri-focus camera > The 2016 version used two units of EyeQ3 manufactured by Mobileye. The 2018 version uses one unit of EyeQ4. > 1st image sensor with 50 for the detection of objects in the forward direction (objects, lanes, traffic signs, etc.) > 2nd image sensor with 25 for redundancy > 3rd image sensor with 150 (fish-eye camera) for the detection of sharp curves, pedestrians, bicycles, etc. Kostal s 3D front-view single-lens camera > This camera has a built-in prism and uses EyeQ3 manufactured by Mobileye. > The next-generation multi-focus camera uses EyeQ4. Delphi supplies RaCam, which is integrated with a 77-GHz radar and CMOS image sensor. > It uses EyeQ3 for image processing and sensor fusion processing. Continental, Bosch, and Autoliv supply stereo cameras. > Mobileye s algorithm is not used. > Pelican Imaging developed a 3D array camera jointly with Jabil Circuit.

6 Low Cost RADAR Solutions Benefits of making the RF chipset into CMOS (process node: 40 nm): > Integration of the RF and baseband parts enables mounting of all parts on a single substrate. > Costs of parts can be reduced. > RADAR module can be downsized. (substrate the size of a postal stamp) Multiple RADAR units are installed for realizing omnidirectional sensing. > Issues are signal amplitude and signal-to-noise ratio SRR and MRR as main assumed applications

7 Why Laser Scanner? Current-generation sensors used by collision warning/avoidance functions have their own bottlenecks. > Image sensors provide designed performance under normal daylight conditions. They do not provide responsive performance under dim lights or when the weather conditions change suddenly (rain, snow, etc.). > Radar sensing is the primary choice for distance estimation for collision avoidance functions. The bottleneck is that a single radar sensor is used for the detection of objects. > Use of ultrasound sensors is limited to short-distance detection and parking assist functions. > Unlike image sensors, laser sensors are not affected by ambient light conditions. Therefore, laser sensors can be used to supplement the object detection function of image sensors and the distance estimation function of radar. > The ability to acquire positional information on detailed, high-resolution 3D map based on point cloud image data becomes a motivation to install a LIDAR scan system on autonomous cars. Automotive Conference Tokyo October 2016

8 Laser Scanner Solutions Classification Motor-driven mechanical system > Presently, OEMs are testing the system; only mechanical systems can be used for production vehicles. > It is difficult to reduce the unit size and the cost is high. Flash system > The system captures a 3D range image using infrared light just like a camera. > The biggest feature of the high-resolution 3D Flash LIDAR technology is that it enables real-time and simultaneous image recognition and surrounding environment recognition. > The system provides a detailed and accurate view of the area around the vehicle and maintains its robust performance throughout the day and night and under unfavorable weather conditions. MEMS system > The system uses MEMS technology that utilizes small mirrors in semiconductor processes. Downsizing is possible at low cost. > The system uses several fixed laser beams. > It is small and low in cost. Optical phased array system > The system consists of many phase shift elements arranged on a plane. These elements emit radar waves, each with a slightly shifted phase. By overlaying the reflected and returned radar waves, the system can detect the positions of objects in the surrounding area as well as their 3D shapes. > The greatest merit is that the system can operate the beams at high speed. (High-speed scan) > The issue is that the wavelength of the light is short (1/several thousand). Therefore, it is necessary to manufacture an array chip with an accuracy of 100 nanometers or better and also to eliminate the effects of environmental fluctuations during operation. VCSEL system > Vertical cavity surface-emitting laser can be performance-tested in wafer units. > Use of 2D array is possible. > Low power consumption. Automotive Conference Tokyo October 2016

9 Market Outlook

10 World Total Demand by ADAS Function (Unit Base) Autonomous & Autopilot Active Cruise Control Forword Collision Waring Trafic Sign Recognition Automatic High Beam Lane Dapature Warning Surround View Autonomous Park Assist Park Assist Driver Monitoring Night Vision

11 World Total Demand by Sensors (Unit Base) Ultrasonic Radar 77 GHz LRR Radar 77 GHz SRR/MRR Radar 24 GHz SRR/MRR Laser Scanner Lidar Front Camera Side & Rearview Mirror Camera Surround Camera Parking Camera

12 Summary Background of expanding automotive ADAS sensor market > Legislation (rearview cameras and others) > Omnidirectional sensing > Double/triple redundancy More technological innovations required for achieving downsizing and cost reduction > RF CMOS > Multi-focus cameras > LIDAR will become an essential sensor for autonomous cars, but reduction of cost is an issue to address

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