Ahead of IS Auto Asia 2019, we spoke to Antonio Garzón, Senior Analyst Technology, Automotive Electronics & Semiconductor at IHS Markit, to get his insights on the latest market and technology trends, innovations, future opportunities, why he is attending the event and more.
1. Your presentation is on market and technology trends, what can we expect to learn from your talk?
I will start with some data about the global automotive industry, which is suffering an outstanding deceleration, especially in China. The market for automotive semiconductors and electronics, however, keeps on growing thanks to the increasingly complex and expensive components needed for connectivity, electrification and autonomy. Automotive sensors will grow at a 7% CAGR in the next 5 years, but image and radar sensors grow twice as fast. LIDAR is expected to meet the price target next year, which will accelerate its mass adoption. Advanced multicore SoCs with neural processing units will be the major cost driver in sensor fusion units, but standalone microcontrollers will be needed as well to achieve ASIL-D compliance and to enable simple computation at the edge.
2. Which innovations in the industry are you most excited about at the moment?
The introduction of domain controllers is a huge disruption for the whole automotive supply chain and at the same time an opportunity to simplify and consolidate the car network topology. ADAS, IVI and telematics are already sharing surround view camera, navigation, V2X, driver monitoring, and other data used by safety applications. The ECU consolidation will happen gradually, depending on the vehicle segment and price class. In any case, suppliers must adapt quickly to this new paradigm and collaborate more dynamically in the development, integration and testing phases. In the end, the goal would be to design a “data centre on wheels” with a service-oriented architecture, over the air updates, on demand function activation, etc. IoT, cloud computing and cybersecurity trends will clearly have a big influence in the automotive sector.
3. Where do you think the industry is heading in the next 5 years? Why do you think this?
In the next years we will see an increasing adoption of Ethernet to replace MOST, FlexRay and in the long term even LIN and CAN. Gigabit in-vehicle networks will enable the flow of raw data from the sensors to the central domain computer, so many peripheral devices and sensors will be rather dumb and become commoditized. Software is possibly the most significant cost of producing a premium car. Important standardization efforts from suppliers and OEMs to decouple it from the hardware in scalable and reusable designs will be necessary to reach higher levels of autonomy, but neural networks introduce an additional level of complexity in certifying functional safety.
4 Why do you think that delegates should attend IS Auto Asia 2019?
I had the opportunity to give the closing presentation at the European ISAuto conference in Munich last year. I was impressed by the quality of the speakers and chair, great networking moments and overall event organization. China has become the biggest automotive market and this year I expect to see international leaders but also great interest from local companies and start-ups. The Chinese leading position in AI and growing investment in semiconductor facilities will surely make this new edition even more exciting.
Antonio will be presenting as part of the 'Investment and innovation in the Asian market'. Other speakers include UBS, Strategy Analytics and more.
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