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Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich

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Page 1: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Akhilesh Kona

(R)Evolution of Automotive Electronics

Senior Analyst, Automotive Electronics

IHS Markit, Munich

Page 2: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Agenda

• Automotive electronics and semiconductor market trends

• ADAS architectures towards automated drivingCurrent state of ADAS sensor architectures

Key technologies enabling next-gen ADAS architectures

Key Takeaway

Page 3: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Automotive market trends

Page 4: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Vehicle production rises slowly with various degrees in emerging and established markets

Page 5: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Average value of electronic systems per car to touch $1600 by 2022

Page 6: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Automated driving, connectivity and electrification fueling automotive semiconductor growth

Page 7: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Automated driving, connectivity and electrification fueling automotive semiconductor growth

Page 8: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Current state of ADAS architectures

Page 9: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Growing ADAS content towards meeting NCAP guidelines

Page 10: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Redundancy and reliability driving next-generation ADAS architectures

Typical ADAS module content on automated driving platforms

© 2017 IHS Markit

**Architectures based on existing pilot car platforms from BMW, Volvo, Audi, Nissan, Tesla, etc.

Source: IHS Markit

$ >2200 $ >6300 $ >9400

Page 11: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Key technologies enabling next-generation ADAS architectures

Page 12: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Addressing the gaps in automotive LIDAR technology

Typical gap in LIDAR specifications

© 2017 IHS MarkitSource: IHS Markit

Page 13: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Key technologies enabling next-generation automotive LIDAR

Key silicon technologies for next-generation LIDAR

© 2017 IHS Markit

Notes: Add notes here or delete

Source: IHS Markit

Page 14: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Who will prevail in the supply chain?

Automotive LIDAR – A crowded supply chain

© 2017 IHS MarkitSource: IHS Markit

Page 15: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Pure solid-state technology to dominate LIDAR space by 2026

Page 16: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

AI, Machine Learning, Neural Net, Deep Learning

Major differences in the same “intelligent” family

© 2017 IHS MarkitSource: IHS Markit

Code Data

Page 17: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

• System Level: Challenge: Software for enabling AD via

machine vision, deep learning, sensor fusion and etc.

Opportunity: Universities, technology labs and start-ups working on unconventional technologies (deep learning, machine vision, etc.)

• Chip level: Challenge: High performance processors

meeting traditional automotive requirements (power consumption, functional safety temperature, life-time, etc.)

Opportunity: Suppliers with high-performance computing platforms at lower power consumption and smaller die size.

Sensor fusion modules – Growth in semiconductor value for safety-critical functions

L3 ECU: 2 MPUs + 1 FPGA + 1 MCU

SV Park ECU: 2 MPUs + 1 MCU

Page 18: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Key Takeaway

Page 19: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3

Supply Chain increases in entropySpace for new players through partnership

(R)Evolving automotive supply chain?

© 2017 IHS MarkitSource: IHS Markit

Page 20: (R)Evolution of Automotive Electronics - SEMI.ORG · Akhilesh Kona (R)Evolution of Automotive Electronics Senior Analyst, Automotive Electronics IHS Markit, Munich. Agenda ... L3