Isnium acquisition of SensL, a well-known laser radar company in Ireland, will formally enter the laser radar field?

[Onsen acquisition of laser radar well-known Irish SensL, will formally cut into the field of laser radar? The current state-of-the-art smart car employs 17 sensors (only for autopilot applications) and is expected to reach 29 sensors by 2030. In the main sensors of the car, namely image sensors, ultrasonics, laser radars, and millimeter-wave radars, the pattern of image sensors is tentatively set, and the potential value of the latter three are being tapped. In recent days, ON Semiconductor has once again “moved” and acquired the Irish company SensL, a silicon photomultiplier tube (SiPM) and single photon avalanche diode (SPAD) required to provide laser radars for the automotive, medical, industrial and consumer markets. Well-known company. In the past few years, the acquisition of ONSOME, which sat on the top of the image sensors, has shown that ON Semiconductor has officially entered the lidar field. Where will the future force? How will the market structure evolve?

Automotive sensor "brilliant"

The automobile is becoming the new engine of the sensor, especially the popularity of ADAS and autopilot makes the sensor meet the "Better Times". Each self-driving car will be equipped with a variety of sensors, including cameras, laser radars, millimeter-wave radars, and more.

According to statistics, the production of global self-driving cars in 2017 will be several hundred units, and the output of global auto-driving cars will reach 23.1 million units in 2032. It can be seen that the market's compound annual growth rate (CAGR) is up to 58% in the next 15 years. . By that time, the overall revenue associated with the production of self-driving cars will reach US$300 billion, of which 26% will come from sensors, which means that the entire industry will build around autonomous vehicle technology in the next 15 years.

From the perspective of market segments, it is predicted that the sales revenue of automotive CMOS image sensors will reach US$1 billion in 2018, while the laser radar market revenue in 2022 will reach US$1.6 billion, and the camera market revenue will reach US$600 million. The rapid growth of the camera will directly benefit the other parts of the industry chain. Its main components are the lens, CMOS image sensors, and modules.

Many sensor manufacturers are ready to benefit from future transformations, including ON Semiconductor, Omnivision, Toshiba, etc. of CMOS image sensors, Velodyne, Ibeo, Quanergy, and Innoviz in the field of laser radar, ST, Infineon, etc. in the field of millimeter wave radars. This is a difficult opportunity window, and the industry naturally goes all out.

ONSUN moves again

In the automotive CMOS image sensor market, ON Semiconductor has secured its top spot with 46% of the market, followed by Omnivision, Toshiba, Sony, Kyung Thai and Melexis. In the ADAS market, ON Semiconductor has a market share as much as 70%. To date, more than 150 million automotive CMOS image sensors have been shipped.

All of this is related to the acquisition of a series of "acquisitions" in previous years, including the Cypress CMOS image sensor, TRUESENSE, and Aptina. Through these three acquisitions, ON Semiconductor continues to strengthen its technical reserves and competitive advantages in image sensors, including more than 2,000 image-related innovations and algorithms.

According to research agency Yole Developpement, the revenue of ON Semiconductor's image sensor products can rise from less than US$20 million in 2011 to over US$360 million in 2017 (total combined annual revenue growth rate for 2011-2017 is 55%). .

ON Semiconductor has already dominated the field of image sensors. At the same time, ON Semiconductor acquired SensL. Why is it intended to use laser radar?

Why is a Lidar?

The reason is probably that without LiDAR, true automatic driving may not be possible. At present, the largest foreign LiDARs are Velodyne, Quanergy, and Google's waymo. It is reported that LiDAR companies are no longer fighting alone and began to introduce traditional car manufacturers, auto parts manufacturers, and Internet companies. It can be seen that the LiDAR industry has begun to gradually transition from the earliest concepts and researches to the current commercialization attempt. The future of LiDAR The speed of development will be faster and faster, and commercialization will become an inevitable result.

A photodetector is a component that converts light pulses into electrical signals and acts as an "eye" in LiDAR systems and is a key sensor. At present, the main photodetectors include avalanche photodiodes (APD), single photon avalanche diodes (SPAD), and silicon photomultipliers (SiPM). With the autopilot system starting to develop towards full-automatic driving, photodetectors are shifting from APD to SiPM development, which is affecting the wind direction of the entire industry, making photodetectors more and more in focus.

This may be one of the main factors that ON Semiconductor acquires SensL. YoleDeveloppement said that this move will further consolidate ON Semiconductor’s leading position in the automotive sensor market, and ON Semiconductor can further consolidate and expand its strengths by further integrating SensL’s products and technologies with the original strong accumulation in the automotive market.

The business of Hamamatsu, STMicroelectronics and Amys has already involved in the basic technology of SPAD—SiPM. The princes compete for hegemony and the market will stage a new round of battles.

And ONSAM's ambition is more than this. Onsen acquired IBM's radar design center last year, while in Israel, ON Semiconductor is also developing radar products. The goal of ON Semiconductor is to provide a fusion platform Solution for image sensors and radar. The automotive sensor market is destined to be an eternal battlefield.

Electrcial Transducer

Power Transducer,Electricity Transducer,Three Phase Current Transducer,Single Phase Current Transducer

Jiangsu Acrel Electrical Manufacturing Co., LTD. , https://www.acrel.com.pk