Technology, Process and Cost Comparison

Automotive Telematic Chipsets Comparison 2022

By Yole SystemPlus — Nov 2022

Detailed analysis of the technologies and cost of the main telematics systems and their chipsets, including cellular modules from Continental, LG, Quectel, and others.

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In order to keep pace with innovations in autonomous driving vehicles and communications, telematics systems for automotive applications must evolve and offer state-of-the-art devices that support the harsh environment of the car. Up to now, LTE communication modules have been integrated in vehicles to offer in-car communication and vehicle-to-infrastructure connection. With the rising of 5G in consumer applications, today’s cars need to be updated with a new module that offers this latest technology. To track how this technology is evolving and see what’s on the horizon, now is the perfect time to investigate every player and compare telematics Tier-1s, module suppliers, and current technologies. To this end, the first 5G cellular module from Wistron Neweb Corporation (with MediaTek chipset) is included in our comparison.

This comparative technology study provides insights regarding technology data for radiofrequency (RF) chipsets in telematic/GNSS/Wi-Fi systems. Also included is a study of 17 telematics systems from several Tier-1s such as WNC, Murata, Continental, LG Innotek, Kyocera, Telit, Quectel, Thales, and U-Blox. This report highlights several technical choices in the different applications. For example, in the Wi-Fi and cellular segments, LG Innotek is the only Tier-1 that can supply a module in both segments. Yet, Quectel, Telit, and U-Blox are the only companies involved in Tesla’s supply chain for in-car telematics modules. Also, in the Tesla hardware the change of cellular module doesn’t imply continuity with the same chipset provider. Indeed, with Quectel the chipset comes from Qualcomm – but with Telit, it comes from Intel. Thus, a comparison between these chipsets is made in this report to evaluate the impact in terms of technical choice in the full structure of the module and the cost. Finally, with the improvement of the technology and the addition of 5G cellular communication, the structure of the module is about to change. Indeed, we have observed the uprising of the integrated module and fully-integrated diversity path, along with an increase of the total cost and the main SoC in the module.

This report includes a description of each component, as well as statistical analyses for most telematics systems – focusing on the RF board. Moreover, a complete SoC die analysis and processes are provided, along with a complete cost analysis and a selling price estimation of the chipset. Finally, we compare the costs of the main systems in order to explain the OEMs’ choices and supplier preferences. Please note that the main board analyses, along with full BOMs and system cost, are not covered in this report.

KEY FEATURES

Complete bills-of-materials for the RF chipsets
Comparison between suppliers
Comparison between Tier-1s
Cost comparison between the main telematics systems
Cost comparison between the main chipsets
Detailed photos
Precise measurements
Materials analysis
Manufacturing process flow
Supply chain evaluation
Manufacturing cost analysis

WHAT'S NEW

With the evolution of the 5G network on the consumer side, telematics support also needs to evolve in the automotive landscape to follow the path. To this end, we have selected several devices from different carmakers to provide a technical and cost evolution of the TCU through time: from Wifi/BT/GNSS/2G to 5G solutions.

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Automotive Telematic Chipsets Comparison 2022

Detailed analysis of the technologies and cost of the main telematics systems and their chipsets, including cellular modules from Continental, LG, Quectel, and others.