ADAS和AV传感器哪款产品胜出原因何在

ADAS and AV Sensors: What’s Winning and Why?Ian RichesVP –Automotive PracticeTechInsights•Why is Vehicle Architecture Change Important?•What About Compute Platforms?•What Does ADAS Sensor Demand Look Like?•How Does it Look Long-Term?•Conclusions•Q&AAgenda2© 2023 TechInsights3© 2023 TechInsightsWhy is Vehicle Architecture Change Important?•Prior to 2018/9, growth had come fairly evenly from more cars and more semiconductors per car•Now, growth is primarily about more content per vehicle•So what happened?•Electric Vehicles•Focus by carmakers on higher-margin models•Some chip price increasesVehicle Production & Semi Demand Were Tracking Closely...4© 2023 TechInsightsWhy the Step Change With Electric Vehicles?5© 2023 TechInsightsNew xEV platforms are at the leading edge of technological change •This is because they are new platforms and not specifically because they are xEV•Move to xEV bringing its own opportunities also, driving power electronics content and move towards wide bandgap tech