October 2, 2014 Strategy Analytics, Inc 1
AUTOMOTIVE
ELECTRONICS MARKET
OVERVIEW
By Ian Riches
iriches@strategyanalytics.com
October 2, 2014 Strategy Analytics...
GLOBAL GROWTH AREAS:
ADAS AND HEV/EV
• Growth outside of ADAS and HEV/EV is comparatively weak. These two systems
areas...
SAME PICTURE IN BRIC ???
• Picture for vehicles manufactured in Brazil, Russia, India & China (BRIC) at first
glance loo...
BRIC AUTO ELECTRONICS…
• In 2018, 10% of global auto
electronics system spend ($29B)
will come from HEV/EV systems,
in...
GLOBAL PLAYERS
DOMINATE BRIC MARKETS
• For both India & China, only around 30% of electronics demand
comes from purely ...
VALUE-CHAINS INCREASINGLY
RELIANT ON SOFTWARE
Engineering
Services
Vendors
Typical ADAS Value-Chain: Camera-based
• ...
of 7

NASSCOM Engineering Summit 2014: Session VI: In conversation Automotive electronics: Driving roads to the future: Ian Riches

Ian Riches, Director - Global Automotive Practice, Strategy Analytics
Published on: Mar 3, 2016
Published in: Business      
Source: www.slideshare.net


Transcripts - NASSCOM Engineering Summit 2014: Session VI: In conversation Automotive electronics: Driving roads to the future: Ian Riches

  • 1. October 2, 2014 Strategy Analytics, Inc 1
  • 2. AUTOMOTIVE ELECTRONICS MARKET OVERVIEW By Ian Riches iriches@strategyanalytics.com October 2, 2014 Strategy Analytics, Inc 2
  • 3. GLOBAL GROWTH AREAS: ADAS AND HEV/EV • Growth outside of ADAS and HEV/EV is comparatively weak. These two systems areas are the major growth drivers. HEV/EV growth upgraded due to increase in Plug-In forecast. More risk to HEV/EV forecast than for ADAS. Most ADAS risk is on the upside, in the event of more legislation 3 Source: Strategy Analytics Jul 2014 October 2, 2014 Strategy Analytics, Inc
  • 4. SAME PICTURE IN BRIC ??? • Picture for vehicles manufactured in Brazil, Russia, India & China (BRIC) at first glance looks very similar • Differences are…. 4 Source: Strategy Analytics Jul 2014 October 2, 2014 Strategy Analytics, Inc
  • 5. BRIC AUTO ELECTRONICS… • In 2018, 10% of global auto electronics system spend ($29B) will come from HEV/EV systems, including batteries, motors, inverters etc. • For vehicles manufactured in BRIC regions, that will be just 5% ($5B) • In 2018, 6% of global auto electronics system spend will come from ADAS ($17B) • For vehicles manufactured in BRIC regions, that will be just 3% ($3B) October 2, 2014 Strategy Analytics, Inc 5
  • 6. GLOBAL PLAYERS DOMINATE BRIC MARKETS • For both India & China, only around 30% of electronics demand comes from purely domestic OEMs – with only small changes over forecast period October 2, 2014 Strategy Analytics, Inc 6
  • 7. VALUE-CHAINS INCREASINGLY RELIANT ON SOFTWARE Engineering Services Vendors Typical ADAS Value-Chain: Camera-based • At its core, ADAS is a software problem, and many companies have sprung up offering support in developing IP, algorithms and applications to support ADAS functions • Elektrobit is the highest-profile supplier. The have been collaborating with Daimler since around 2011, and in 2013 signed a long-term commitment out until 2020. 7 Image Sensor Vendors GPU / SoC / FPGA Vendors System Vendors Automakers Software/IP Vendors October 2, 2014 Strategy Analytics, Inc

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