From 8,000 cars this year to 1.8 million by 2032, the robotics automotive industry will become very important to both automotive and sensor manufacturers - and will also affect other industries. The latest Yole report '2018 Robotic Vehicle Sensors for Robotic Vehicles 2018' The year explained that service providers such as Baidu, Waymo, Uber and Lyft are currently buying standard cars worth US$50,000. Then they loaded on the car with 150,000 U.S. dollars of hardware, software and data processing capabilities and turned them into real ones. Autopilot robots. This year will create a $500 million market for cars. The industry standard is actually quite small. However it also creates a $1 billion market for robot hardware systems, software development and integration, of which $500 million will Gathering sensor system manufacturers. Considering that sensors implemented in robotic cars are not conventional automotive sensors, this is already an important market for the industry. Unlike conventional sensors, they are from high-end laser radars, inertial measurement units (IMUs). ) And industrial camera manufacturers' industrial grade sensors. This is a very new and very attractive Market!
If one considers Yole’s expectation of this type of application growth, 1.8 million robotic cars in 2032 will drive a semiconductor-level sensor market worth US$15 billion, including visible and infrared imagers, radar transmitters and receivers, gyroscopes and accelerometers. Etc. The system-level sensor market for inertial measurement units, lidars and radar systems will reach a value of $7.7 billion. This is a significant change - meaning a significant disruptive innovation in the automotive industry. Why do you say that? First, the automotive industry Some of them will be transformed to serve the transportation service industry. For example, they will still sell cars, but they are increasingly turning to professional transportation service providers, such as some taxi manufacturers already in the middle of the model.
But in fact, the fact that these robotic cars can work almost 24 hours a day, 24 hours a day, close to 100% of the time, means that the initial cost of using it will be less than $0.80 per mile. And the cost will quickly drop to mile per mile. Below $0.50. This changes everything: Robot transport will become a common service.
At such a low price, your employer may start paying fares from your home to the office. Restaurants can hire a robot car to collect your takeaway dinner. The airline can send a robot car to get you on time. Airports, without having to find parking spaces and pay for expenses. Robotic cars can change traffic within the city and our itinerary. Eventually it can also change the ride time. It can also change any experience in restaurants, grocery stores or theaters, and tonight to do it. Anything you do. In the end you won't need to own a car, or pay for the car. This is a huge change.
In this case, car manufacturers may gradually become suppliers of systems for the sale of transportation services to companies. From time to time they will sell cars to you and me for people who live outside the main city or who like to drive - yes, they It may still exist. However, by paying service fees, restaurants, companies, and theaters will be able to obtain greater returns by offering free rides instead of free cocktails to attract more customers. They can also use The space needed for parking in the past has set more desks, office space or more screens.
Robot cars are truly revolutionary. They will bring dramatic changes to car manufacturers and potential users of our new services. They will bring great benefits to industrial sensor manufacturers who are looking for new system-level markets. The accumulated value in the next 15 years will be nearly 30 billion U.S. dollars. Are you ready to leave?