Market and Technology Trends

Imaging for Automotive 2023

By Yole Intelligence — Jul 2023

A 2022 $5.4B automotive camera market thanks to higher autonomy demand, ASP increase due to chip shortage and product mix change to higher resolutions.

YINTR23351

Key features

2018-2028 forecast for automotive CIS and camera module (Munits, $M)
Market trends for ADAS, viewing and in-cabin segments with an in-depth analysis
Ecosystem mapping for image sensor, camera module, lens set and computing
Player market share by segment
Noteworthy news from the current and last year
Technology trends: resolutions, lens set, color filters, and emerging technologies for ADAS, viewing and in-cabin
Roadmaps on resolution and emerging technologies (thermal, 3D iToF, FMCW Lidar)

What's new?

Updated 2018-2028 market and wafer forecasts and market shares
2022 CIS breakdown by resolution
Updated player list in the automotive imaging ecosystem

Product objectives

To furnish readers with a market-dynamics-based scenario for cameras within the Automotive market, providing an understanding of the impact of atomization and safety regulations on the automotive imaging industry:
- Hardware revenue forecasts, shipment volume forecasts, ASP forecasts and wafers production forecast over the 2022-2028 period
- Technical market segmentation
- Application range
To offer key technical insights and analyses into market trends:
- Key application use-cases for ADAS, viewing and in-cabin
- Market and technology dynamics
- Emerging markets and technologies, trends and roadmaps
To deliver an in-depth understanding of the automotive industry landscape:
- Who are the players? What are their relationships inside this ecosystem?
- Which are the key suppliers to watch, and what technologies do they provide?
- Automotive CIS, camera module, lens set and computing players ranking and market share

Towards a 2028 $9.4B automotive camera market driven by a 10% CAGR

The automotive camera and image sensor markets have seen substantial revenue growth due to increased demand and higher prices driven by safety regulations and the chip shortage. The camera market was $5.4B in 2022, and the image sensor market $2.2B, projected to grow at CAGRs of 9.7% and 8.7%, respectively, to $9.4B and $3.7B by 2028. Lens sets account for one-third of camera module prices, and their value is expected to grow from $1.5B to $2.8B by 2028. The total camera market will grow from 218Munits in 2022 to 402Munits by 2028, with most cameras currently having resolutions between 1.2 and 1.7 MP. Viewing cameras have the largest volume, with the 360° surround view system gaining traction. ADAS cameras will be present in 94% of cars by 2028, while in-cabin cameras for DMS and OMS will experience rapid growth. Thermal cameras could gain traction if the cost reduces, and AEB could be the best application.

onsemi domination: unveiling automotive imaging leaders and rising challengers

Despite the challenges of chip shortages and the COVID-19 pandemic, the automotive imaging ecosystem remains under the influence of OEM and Tier 1 dynamics. Valeo leads the ADAS camera market and Continental the viewing camera market. Hikvision has gained traction as a major competitor, while DJI has entered the market with stereo front cameras leveraging their drone expertise. onsemi has a 40% market share in automotive image sensors, followed by Omnivision at 28%. Sony and Samsung have performed well and offer competitive pricing. Sunny Optical dominates the lens set market with a 36% market share. Mobileye maintains a strong presence in the ADAS vision processor market with 52% and is expected to solidify its position. Although traditional Tier 1 players dominate the ADAS market, there are opportunities in the in-cabin segment, particularly in the Chinese market, where privacy concerns are less pronounced.

Driving the future: evolution of automotive imaging for enhanced safety and autonomy

Automotive image sensors are evolving to meet the demands of high resolution, dynamic range, LED flicker mitigation, and field of view. ADAS camera resolution increased to 8MP in 2022, while viewing cameras range between 1 to 3MP. The resolution improvement trend will continue, driven by the need for object detection over greater distances and autonomous driving. 2D RGB cameras are still the most cost-effective solution for ADAS and autonomous driving, while technologies like 3D and thermal cameras are still expensive. 2D RGB-IR cameras are ideal for in-cabin sensing for DMS, using infrared light for driver face detection at night. Meanwhile, 3D sensors are still waiting for a killer application. Looking ahead, the fusion of the viewing and ADAS cameras is also possible, especially for short-range detection. Hybrid lens sets, combining glass and plastic lenses, are used to reduce costs in camera modules. The industry is moving towards centralized data fusion platforms.

Report’s objectives
Methodologies & definition
Scope of the report
About the authors
Companies cited
What we got right, what we got wrong
Who should be interested in the report
Three-page summary
Executive summary
Context
Market forecast

2022-2028 automotive camera module revenues forecast (in $M)
2022-2028 revenues forecast for ADAS systems
2022-2028 ADAS imaging hardware revenues and units forecast
COST Breakdown – orders of magnitude

Automotive ADAS camera module
Automotive viewing camera module

Automotive camera module: volume forecast (average camera per car)
Automotive camera module: volume forecast
ADAS camera penetration in car volume (in %)
Automotive image sensor & camera: volume forecast (by application)
Automotive image sensor: revenue forecast by application (in $M)
Automotive camera module: revenue forecast by application (in $M)
Automotive camera module: revenue forecast by sub-component (in $M)
Automotive camera volume vs. price for application
Automotive wafer start forecast (in kWafers)
Automotive wafer start forecast (in %)
Forward ADAS camera modules vs camera systems
Focus on ADAS camera market: volume in (Munits)
Focus on viewing camera market: volume in (Munits)
Focus on in-cabin camera market: volume in (Munits)
Automotive camera systems penetration rate forecast (in%)
Automotive image sensor breakdown by resolution
Emerging exterior access camera modules forecast
Conclusion on market forecast

Market trends

Automotive imaging main drivers
Imaging applications by sub-segment
Comparison of cameras for different applications
The “18 cameras per car” roadmap
Regulations and evaluation organizations
ADAS market trends

Car production forecast by level of autonomy
ADAS cameras types for higher safety
ADAS – Use cases (non-exhaustive list)
ADAS trendy applications
Pedestrian AEB testing: still room for improvement
From ADAS to autonomous driving
Automotive ADAS camera specifications (market sample)

Surround view trends

Driving assistant by different types of viewing cameras
Better surround visualization with the 360° surround view system
Automotive viewing camera specifications (market sample)
New safety regulations to take place for surroundings

In-cabin

In-cabin cameras for safety and comfort
Driver monitoring / Occupant monitoring – Use cases (non-exhaustive list)
Growth outlook for in-cabin cameras for smart airbags

Exterior Access trend
Conclusion on market trends

Ecosystem & supply chain

Automotive imaging competitive landscape
Newcomers for automotive camera module
Market share

By manufacturer (in revenue %) for ADAS cameras
By manufacturer (in revenue %) for viewing cameras
By manufacturer (in revenue %) for image sensors
By manufacturer (in revenue %) for lens sets
By manufacturer (in revenue %) for ADAS processors

Robotic AV – Ecosystem
Noteworthy news & M&As
Conclusion on ecosystem & supply chain

Technology trends

Automotive imaging technologies and systems
ADAS technology trends

Automotive CIS main parameters
Leader players product portfolio
Automotive CIS resolution roadmap for ADAS and viewing
Clear color filter use case to increase the sensitivity
Hybrid lens set in camera modules
ADAS main camera systems trend
Inside a forward ADAS camera: ZF S-Cam4 TriCam camera

Emerging technology for ADAS

Event-based is coming to be commercialized
SWIR 2D and 3D gated imaging
Thermal imaging scenarios
Hyperspectral imaging
Lidar and radar trends

In-cabin technology trends

Inside a DMS camera: Camera from Continental in DS car
ToF depth sensors for DMS and OMS
In-cabin technology roadmap
DMS and OMS sensor fusion

Emerging technologies for in-cabin
Computing trends
Conclusion on technology trends

Outlook
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Imaging for Automotive 2023

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A 2022 $5.4B automotive camera market thanks to higher autonomy demand, ASP increase due to chip shortage and product mix change to higher resolutions.

Towards a 2028 $9.4B automotive camera market driven by a 10% CAGR​

​onsemi domination: unveiling automotive imaging leaders and rising challengers​

Driving the future: evolution of automotive imaging for enhanced safety and autonomy

Towards a 2028 $9.4B automotive camera market driven by a 10% CAGR

onsemi domination: unveiling automotive imaging leaders and rising challengers