Favorable policies and technological progress have accelerated the industrialization of ADAS. Adas is the foundation of bicycle intelligence and the only way for driverless.
Compared with the high-cost, commercial and unformed lidar, the millimeter wave radar with low cost, high detection accuracy, small volume and less weather impact will become one of the irreplaceable configurations of ADAS.
The fastest growing part of autopilot, radar has become the fastest growing part of autopilot.
Vehicle radar can accurately provide the relevant data of vehicle driving environment, which is the core of ADAS both at present and in the future. The simple cruise system only needs 1-3 radar systems and 1 auxiliary camera, while the level 4 and 5 autopilot needs 6-10 radar systems, 6-8 auxiliary cameras and 1-3 lidar.
In the global market, radar is growing at a rate of 20%, while the potential growth rate in China is twice that. "Although the market share is very small at present, there will be a surge in the future." REGg said that China's regulation has driven the growth of the radar market, such as the demand related to lane departure warning, front collision warning and so on.
Compared with laser radar, millimeter wave radar with low cost, high detection accuracy, small volume and less weather impact will be more quickly popularized in a wider range.
According to ggai, by 2020, at least 20% of the world's mass-produced new cars will be equipped with millimeter wave radar, which will serve the relevant functions of vehicle safety driving assistance.
In fact, the application of millimeter wave radar in the field of automobile started as early as the 1990s, but at that time, the technical threshold was high and the price was expensive, so it has not been widely promoted. Until about 2012, the millimeter wave RF chip with chip level appeared, and the technical threshold and cost were both reduced, which opened a window for the wide application of automobile field.
At present, millimeter wave radar is mostly assembled in high-end vehicles, and the market of middle end and low-end vehicles is just in the beginning stage. With the development of intelligent driving and driverless driving, millimeter wave radar will become the standard configuration of vehicles. The price of a single millimeter wave radar varies from hundreds of yuan to thousands of yuan. When the price is multiplied by the quantity demanded, the market imagination space of radar and chip is very large.
Giant competing millimeter wave radar
As the core device of millimeter wave radar, radar chip is generally divided into RF transmitter, receiver and baseband processor. Radar chips not only account for a large proportion of the cost of the whole radar products (currently accounting for 70% of the total cost of millimeter wave radar), but also belong to upstream technology in radar, millimeter wave radar chips have always been the battlefield of giants.
The main suppliers of global automotive millimeter wave radar are traditional automotive electronic advantage enterprises, such as Bosch and continental group, followed by Haila, Fujitsu, Denso, ZF Tianhe, Delphi, Autoliv, Valeo, etc., with a total global market share of 88%. Behind these millimeter wave radar giants are Infineon, NXP, Freescale, Italian French semiconductor, Texas Instruments and other chip giants.
Infineon's 77GHz chips are used in radar based driver assistance systems, such as adaptive cruise control and collision warning, which can identify objects up to 250m away. At present, there are more than 15 million chip shipments. Most of these products are installed in high-end vehicles, and there is a trend to expand to middle and low-end models in the future.
The imaging radar currently being built, high-resolution radar, can be as accurate as laser scanning, REGg said. If it can be realized, the cost of radar system will be greatly reduced.
恩智浦的竞争对手——格芯（Global Foundries）已经开始为以色列的4D高分辨率成像公司Arbe Robtics提供4级和5级自动驾驶行业首款实时4D成像雷达。
Global foundries, a rival of NXP, has begun to provide the first real-time 4D imaging radar in the class 4 and 5 autopilot industry for Arbe robotics, Israel's 4D high-resolution imaging company.
In addition to chip companies, first-class suppliers are also laying out the radar market. Continental recently released the latest fifth generation of long-range and short-range radar sensors with higher resolution, which can detect various objects more accurately, even relatively small objects. Up to now, the radar sensor of continental group has nearly 30 million products in batch production.
大陆集团雷达项目管理负责人施密特（Norbert Hammer schmidt）表示，这款长距雷达可以根据所需的性能，最大能检测到远至300米的范围，开度角达到±60°。从2020年开始，所有新车登记都必须满足这些安全需求，才能达到欧洲新车安全评鉴协会（Euro NCAP）最高级的“五星”标准。
Norbert hammer Schmidt, head of radar project management at Continental, said the long-range radar can detect a range as far as 300m and an opening angle of ± 60 ° according to the required performance. From 2020, all new vehicle registrations must meet these safety requirements in order to meet the top five-star standard of the European NCAP.
According to research data, the global shipment volume of vehicle mounted millimeter wave radar will reach 72 million by 2020. According to the estimation that the penetration rate of domestic ADAS will reach 30% in 2020, each set of ADAS needs 4 short-range millimeter wave radars and 1 long-range millimeter wave radar. The shipment volume of China alone can reach 45 million, and the market size will exceed 20 billion US dollars.
The huge market potential of radar chips has attracted many chip giants to participate, but there are not many enterprises that can really provide cutting-edge technology in the industry. Domestic suppliers and chip enterprises also hope to take a share in the millimeter wave radar market. Although domestic manufacturers are at a disadvantage compared with the above giants in terms of supply quantity, cycle, price, etc., on the other hand, although downstream suppliers do not lack chip sources, there is still a huge market gap for chips with low cost, which means opportunities for relevant Chinese enterprises.