Various design strategies are used for automotive NAD connectivity.
Twice a month, Yole SystemPlus analysts share the noteworthy points from their automotive Teardown Tracks. Today, Guillaume Robichon and Morgan Collin, Technology & Cost Analysts at Yole SystemPlus, part of Yole Group, take us to the heart of NADs (network access devices).
It is estimated that around 90% of cars will be equipped with cellular connectivity by 2028, compared with just over 40% in 2018. New business opportunities involving recurring subscription service for in-car user experience, the emergence of 5G technology for 5G-ready applications, and European regulations making the implementation of eCall (emergency call) and ISA (Intelligent Speed Assistance) in new cars mandatory, are all contributing to this significant growth. Consequently, the automotive market revenue for the NADs integrated in telematics systems is expected to reach $3.4B in 2028 with a CAGR22-28 of +26% (source Yole Intelligence).
Highlights from Yole SystemPlus Teardown Tracks
Of the 15 systems analyzed, three have been selected to explain the different design strategies chosen by manufacturers to implement telematics solutions. The first is a TCU (telematics control unit) from Ford Motor Company. Here, FoMoCo has developed its own solution with NAD connectivity performed by several chips distributed across the main board. This option implies the development of a specific design and requires the automotive grade qualification of the RF solution. The other approach adopted by Desay SV in a cockpit controller and HARMAN in a TCU is the use of NAD as a module (provided respectively by Quectel and HARMAN itself), making integration much easier.
Surprisingly, the TCU from HARMAN features two similar NAD modules. It seems that one of them, a customer device, is used to ensure communication while the other one, an HARMAN standard product, manages the data update without interfering with the first device, thereby guaranteeing seamless connectivity.
Stay tuned for our next What’s in the box? review!
Yole SystemPlus Automotive Teardown Tracks are the result of detailed physical and costing analyses. They are carried out by experts with academic and industrial backgrounds in the semiconductor domain. Yole SystemPlus Automotive Teardown Tracks offer a clear and fruitful understanding of the technical choices made by the leading manufacturers. It also reveals accurate insights related to manufacturing costs.
The company covers the overall supply chain from the components to the system. Based on daily technical and industrial monitoring, Yole SystemPlus has significant expertise to support innovation.
About the authors
Guillaume Robichon serves as a Technology & Cost Analyst at Yole SystemPlus, part of Yole Group.
With solid expertise in the analysis of component quotes, component price estimates, and system encryption, Guillaume produces the engineering & costing analyses while also working on custom projects for the electronic systems teams.
His mission is to identify and analyze the device’s components during the disassembly and cutting of electronic boards and determine the final manufacturing cost. This will provide the raw information to be able to produce the reverse costing reports.
Guillaume holds a University Diploma in Technology in Electrical Engineering and Industrial IT (Université de Nantes, France).
Morgan Collin serves as a Technology & Cost Analyst at Yole SystemPlus, part of Yole Group.
With solid expertise in the analysis of electronics boards, Morgan produces reverse engineering & costing analyses while also working on custom projects for the electronic systems teams.
His mission is to identify and analyze the electronic boards and mechanical components of devices during the disassembly process. The objectives of these analyses are to understand the structure of the device, identify all the components, and determine the final manufacturing cost. In addition, he works on the construction of the block diagrams for the different reports and monitors the display software. Prior to Yole SystemPlus, Morgan worked as a production technician, purchasing and stock management, at Fougerolle.
Morgan holds a BTS Digital Systems degree (Ecole Jeanne d’Arc, France).
This article has been developed in collaboration with Raphaël DA SILVA, Technology and Market analyst, Power and Wireless Division at Yole Intelligence.