There is a huge business opportunity for automotive radar chips, and it will take another three to five years for China to usher in the outbreak period

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There is a huge business opportunity for automotive radar chips, and it will take another three to five years for China to usher in the outbreak period

Favorable policies and technological progress have accelerated the industrialization of ADAS. Adas is the foundation of bicycle intelligence and the only way for driverless.

与造价高、商业化还未成型的激光雷达相比,造价更低、探测精度高、体积小,且受天气影响少的毫米波雷达将成为ADAS 不可替代的配置之一。

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.

自动驾驶增长最快的部分,雷达已成为自动驾驶领域增长最快的部分。

The fastest growing part of autopilot, radar has become the fastest growing part of autopilot.

车用雷达能准确提供汽车行驶环境的相关数据,无论当前还是未来都是汽车高级驾驶辅助系统ADAS的核心。简单的巡航系统只需要1~3个雷达系统和1个辅助摄像头,而4、5级的自动驾驶则需要6~10个雷达系统、6~8个辅助摄像头以及1~3个激光雷达。

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.

全球市场上,雷达正以20%的速度增长,而中国市场的潜在增速是这个数字的两倍。“尽管目前市场份额很小,但之后即将迎来一个激增。”雷格表示,中国的监管推动了雷达市场的增长,比如一些与车道偏离警报、前部碰撞预警等相关的需求都推动了市场的增长。

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.

与激光雷达相比,造价低、探测精度高、体积小,且受天气影响少的毫米波雷达将更快速地在更大范围得到普及。

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.

高工智能产业研究院(GGAI)预计,到2020年全球量产新车至少有超过20%安装毫米波雷达,服务于汽车安全辅助驾驶的相关功能。

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.

事实上毫米波雷达在汽车领域的应用早在上世纪90年代就已开始,不过当时技术门槛高、价格昂贵,因此一直没有大规模推广开。直到2012年左右出现了芯片级别的毫米波射频芯片,技术门槛和成本双双降低,才为汽车领域的广泛应用打开窗口。

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.

毫米波雷达目前多装配于高端车,中端、低端车市场正处于刚刚开启阶段,随着智能驾驶及无人驾驶的发展,毫米波雷达将成为汽车的标配。单个毫米波雷达的价格,从数百元到上千元不等,价格乘以需求数量,雷达和芯片的市场想象空间都很大。

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.

巨头相争毫米波雷达

Giant competing millimeter wave radar

作为毫米波雷达的核心器件——雷达芯片,一般主要分为射频的发射、接收芯片和基带处理芯片。雷达芯片在整个雷达产品中不仅成本占比大(目前占到毫米波雷达总成本的70%),同时由于在雷达中属于上游技术,毫米波雷达芯片向来是巨头的战场。

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.

全球汽车毫米波雷达主要供应商为传统汽车电子优势企业,比如博世、大陆集团,其次为海拉、富士通天、电装、采埃孚天合、德尔福、奥托立夫、法雷奥等,9家企业的全球市场份额总计达到88%。而站在这些毫米波雷达巨头背后的,是英飞凌、恩智浦、飞思卡尔、意法半导体、德州仪器等芯片巨头。

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.

英飞凌的77GHz芯片被用于基于雷达的驾驶员辅助系统,例如自适应巡航控制和碰撞警告,可识别距离最远250米的物体,目前已经有超过1500万片芯片的出货量,这些产品大都装在高端车上,未来有向中低端车型扩展的趋势。

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.

雷格说,目前正在做的成像雷达即高分辨率雷达,能够和激光扫描一样精准。若能实现,雷达系统的成本将得到大幅下降。

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.

除了芯片企业,一级供应商也在纷纷布局雷达市场。大陆集团不久前发布了最新的第五代长短距雷达传感器,分辨率更高,可以更精确地检测出各种物体,即使是相对较小的物体也不例外。大陆集团的雷达传感器至今已有近3000万件产品批量生产。

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.

有研究数据预测,到2020年全球车载毫米波雷达出货量可达7200万颗。按国内ADAS渗透率在2020年达到30%估算,每套ADAS需要4个短距毫米波雷达和1个长距毫米波雷达,仅中国出货量就可达4500万颗,市场规模将超过200亿美元。

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.

雷达芯片的巨大市场潜力吸引了众多芯片巨头参与,但业内真正能够提供尖端技术的企业并不多,国内供应商及芯片企业也希望能在毫米波雷达市场中分一杯羹。虽然在供货数量、周期、价格等方面,国内厂商与上述巨头相比均处于劣势,但另一方面,下游供应商虽然不缺少芯片来源,但造价低的芯片仍存在巨大市场缺口,这意味着中国相关企业的机会。

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.

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