Sensor technologies are mature, but embedded data processing and management are still under construction, with emerging players like Mobileye, nVidia, and Kalray providing advanced ECU challenging the established players like Toshiba or Infineon. Yole’s analysts underline the related technical choices made by the companies, including ultrasonic sensors, short-range radar, long-range radar, LIDAR, and dead reckoning sensors, along with the associated data management.
Future cars will slowly evolve from traditional mechanical, fuel-powered, and high-powered electronic vehicles into electrical-powered, ultra-sensitive machines that can anticipate many critical situations. The overall goal is to replace the last remaining cause of driving errors: human beings.
“Yes, the automotive market holds great promise” confirms Yole, the “More than Moore” market research and strategy consulting company. “But who will profit?”
The market value for sensors in autonomous vehicles is likely to grow rapidly, but a strong focus on computing and software is expected in the coming years, with more powerful ECUs and sensor fusion for improved reliability and efficiency. At Yole, analysts believe that sooner or later the value will flow from sensors to ECU and software, leading to the emergence of new specialized players who will take a slice of the pie.
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