Consulting company Deloitte has published a report on the state of the semiconductor market, one of the main drivers of which is the automotive industry. For example, now electronics generates up to 40 percent of the cost of a new car, and the price of various semiconductor devices comes to $ 475 per unit.
In its report, Deloitte cites the following statistics. In 2004, less than 20 percent of cars were equipped with a stabilization system and about one percent of the pressure sensors in the tires. By 2017, the situation has changed dramatically and indicators were the following: 100 and 80 percent, respectively. The increase in the number of electronic systems has led to the growth of their share in the cost of the car: in 2018, it was 18%, in 2020 – 40, and the forecast for 2030 is 50 percent.
The cost of semiconductor devices per unit of production – this includes microcontrollers, sensors, cameras, memory modules and other electronics – has grown from $ 150 in 2000 to 475 in 2020. Thus, if the current rate even after eight years their price will be $ 600. This contributes to the large-scale electrification (hybrids plus pure electric vehicles) power plants, and the introduction of more advanced systems of Autonomous movement, and expanding the communication capabilities of the machines due to communication V2X and 5G.
For comparison, modern “autopilots” level 2.0 and 2.5 is used on average about six sensors. These include ultrasonic sensors, radars and cameras of the circular review. To implement the third level, that is, with plug autopilot, as on the Audi A8, required about 13 sensors; fourth – 29, and the maximum fifth – 32 sensor. Including thermal cameras, optical rangefinders and inertial navigation system.
Also do not forget about improving infotainment systems and security systems. This is especially true of “connected” machines that are receiving updates “over the air” and communicate with cloud platforms.