Market and Technology Trends
Imaging for Automotive 2023
By Yole Intelligence —
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.
ADASKY, Aisin, Ambarella, anteryon, Aptiv, Asia Optical, Aurora, Black Sesame, BMW, Bosch, BYD Auto, cipia, Continental, Cruise, Denso, Desay, dji, DongFeng, Evetar, FAW, Ficosa, Ford , freetech, GalaxyCore, Geely, GM, Great Wall Motor, GSEO, Hailo, Hasco, helm.ai, Hikvision, Hisilicon, Hitachi, Honda, Horizon Robotics, Huawei, Huaxin, Hyundai, Immervision, infineon, Infiray, Jingwei Hirain, Joyson safety systems, Kantatsu, Kinko Optical , Kneron, Kognic, Kolen, Kyocera, Kyocera, Largan Precision , LCE, LeapMotor, leddartech, LG Innotek, Magna, Maxell, May mobility, mcNEX, Melexis, Mercedes, Mitsubishi, Mobileye , Nidec, Nissan, nodar, Nvidia, NXP, O-Film, Omnivision, onsemi, OptronTec, OWL AI, Panasonic, Qualcomm, Quanta, Renault, Renesas, SAIC, Sama, Samsung, scale, seeingmachines, Sekonix, Semdrive, Shenzhen Youjia Innov Tech, Singgo, smarteye, Smartsens, Sony, ST Microeletronics, Sunex, Sunny optical, Tamron, TATA, Teledyne FLIR, Tesla, Texas intruments, Toshiba, Tower Semiconductor, Toyota, umicore, Untether AI, Valeo, Veoneer, Waymo, Wolkswagen, Xilinx, YTOT, Zeiss, and more.
- 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
- Yole Group related products
- About Yole Group