전기차와 자율주행 ADAS SoC 넥스트칩, STAR, 2023.11.01 첨부파일 넥스트칩, ADAS 내 SoC~.pdf 파일 다운로드 받아 컴퓨터 저장 전기차와 자율주행 ADAS SoC 넥스트칩, STAR, 2023.11.01 첨부파일 넥스트칩, ADAS 내 SoC~.pdf 파일 다운로드 받아 컴퓨터 저장
네이버 MYBOX에 저장 네이버 MYBOX에 저장

산업분석 산업분석
전기자동차, 스마트카 전기자동차, 스마트카

* 전기차만 스마트카에 필요한 에너지 공급 가능 * 전기차 전환으로 차량 내 부품수 감소 – 자율주행, 인포테인먼트 기능 구현을 위해 부품이 들어가지만 내연기관은 구현이 어려운 자율주행 단계 * 전기차만 스마트카에 필요한 에너지 공급 가능 * 전기차 전환으로 차량 내 부품수 감소 – 자율주행, 인포테인먼트 기능 구현을 위해 부품이 들어가지만 내연기관은 구현이 어려운 자율주행 단계
* Lv2+ : ADAS, Lv3 : * Lv2+ : ADAS, Lv3 :

* ADAS – Accident prevention and significant improvement in driver convenience – advanced countries are now legislating * ADAS – Accident prevention and significant improvement in driver convenience – advanced countries are now legislating
* Self-driving above Lv4 is very difficult, and there is a possibility that the Lv2-3 market will expand further than expected * Self-driving above Lv4 is very difficult, and there is a possibility that the Lv2-3 market will expand further than expected
AUTOMATIC OPERATION PROCESS AUTOMATIC OPERATION PROCESS
1) Collection: Camera/radar/rider/ultra-sound data collection 2) Awareness: Recognizing data as to what a machine is (SoC, algorithm) 3) Judgment: HW/SW recognized information, behavior judgment/instruction that automobiles must perform after learning using algorithms 4) Control: Manipulate, accelerate operations under instruction 1) Collection: Camera/radar/rider/ultra-sound data collection 2) Awareness: Recognizing data as to what a machine is (SoC, algorithm) 3) Judgment: HW/SW recognized information, behavior judgment/instruction that automobiles must perform after learning using algorithms 4) control:manipulate, accelerate operations under instruction
collecting for collection, collection, hobby, or research. collecting for collection, collection, hobby, or research.
* Collection = Camera + ISP1) Camera – Price competitive compared to other sensors – Color recognition – Easy maintenance – Small and light – Existing data accumulation 2) ISP – 1 camera = 1 Electrical ISP-Camera Complementation* ISP is dominated by ARM, Indie Semi, and Next Chip – High Definition, Need for Real-Time Processing Enhancements – Consequently, Entry Barriers * collection = CAMERA + ISP1) CAMERA – PRICE COMPETITIVE THAN OTHER SENSORS – COLOR RECOGNITION – EASILY MAINTENANCE – SMALL AND LIGHT – EXISTING DATA ACCUMULATION 2) ISP – ONE CAMERA = 1 Electrical ISP-Camera Complementation* ISP is dominated by ARM, Indie Semi, and Next Chip – High Definition, Need for Real-Time Processing Enhancements – Consequently, Entry Barriers
Awareness, judgment Awareness, judgment
* Self-driving Level determines benefits – Lv4: Centralized Architecture + High Performance Chips = Tesla and Big Tech-Lv2-2+: Distributed + Limited Performance Chips, i.e., Only Required Features = ADASSoC * Centralized Architecture + High Performance Chips = Tesla and Big Tech-Lv2-2+: Distributed + Limited Performance Chips = ADASoC
Classification is the number and role of ECUs (controllers) Classification is the number and role of ECUs (controllers)
* Advanced self-driving is centralized – high-performance self-driving SoC*Non-Tesla – difficult to centralize because parts are outsourced – difficult to develop independent software (slow position of finished car manufacturers) – therefore expected to focus on Lv2-2.5 – ADAS Edge SoC required: corporate analysis * Advanced self-driving is centralized – high-performance self-driving SoC*Non-Tesla – difficult to centralize because parts are outsourced – difficult to develop independent software (slow position of finished car manufacturers) – therefore expected to focus on Lv2-2.5 – ADAS Edge SoC required: corporate analysis
Company Overview Company Overview
* NC&Physical Divided Enterprise* Specialized development enterprise for camera image processing and recognition* Fabless enterprise, 100% outsourced production major product analysis * NC&Physical Divided Enterprise* Specialized development enterprise for camera image processing and recognition* Fabless enterprise, 100% outsourced production major product analysis
* ISP-Video Processing Semiconductor (Improvement of image quality and performance of specific functions) -Convert electrical signals received through image sensors into digital images -ISP enters all cameras -Real-time image processing is very important, However, video transmission delays: limitations of dedicated cables – AHD complements analog limitations (high resolution video transmission difficulties) – compatible with a variety of cables – AHD is difficult to replace LVDS (digital) – existing customers have LVDS environment – Still, buses, trucks, etc * ISP-Video Processing Semiconductor (Improvement of image quality and performance of specific functions) -Convert electrical signals received through image sensors into digital images -ISP enters all cameras -Real-time image processing is very important, However, video transmission delays: limitations of dedicated cables – AHD complements analog limitations (high resolution video transmission difficulties) – compatible with a variety of cables – AHD is difficult to replace LVDS (digital) – existing customers have LVDS environment – Still, buses, trucks, etc
* Realize semiconductor chips such as ADASoC-ISP+CPU+NPU in one system semiconductor – Semiconductor products for automotive smart camera image recognition – APACHE series financial analysis * Realize semiconductor chips such as ADASoC-ISP+CPU+NPU in one system semiconductor – Semiconductor products for automotive smart camera image recognition – APACHE series financial analysis
* Approximately 1100% liquidity ratio, 14% debt ratio* 30 billion convertible bonds in October 2011 and can be claimed from October 2012: 16,665 won*R&D costs higher than Fabless’s industry-R&D personnel: approximately 77% – investment points such as existing products + BMIC + NPU * Approximately 1100% liquidity ratio, 14% debt ratio* 30 billion convertible bonds in October 2011 and can be claimed from October 2012: 16,665 won*R&D costs higher than Fabless’s industry-R&D personnel: approximately 77% – investment points such as existing products + BMIC + NPU
1) ISP’s technology 2) ADAS’s recruitment expansion 3) Securing customer companies with cash cow ISP, I am confident 1) ISP’s technology 2) ADAS’s recruitment expansion 3) Securing customer companies with cash cow ISP, I am confident
* 2 to 3 ISP suppliers specialized for vehicles worldwide, only in Korea *Core Technology-Correction Technology: Real-time correction, high resolution within ISP without additional chips – Tuning Technology: 3 months at the latest – Use CFA algorithms compared to RGB sensors = European Entry Requirements* Partnership Build with Global Image Sensors – ISPs enter camera modules with sensors – World’s #1 vehicle image sensor ONSEMI long-standing partnership – ST Microelectronics and HDR sensors co-developed* Can be applied to a variety of camera areas instead of rear to side mirrors* More cameras with ADAS => Need for a high-resolution camera =>Increase required ISPs – Hyundai Motor’s ISP group will expand the sales and results of camera module companies*, Prospects for expansion of all models – steady sales when mass production begins: eventually with the launch of new cars * especially ADAS options like rear cameras and SVD need top-notch ISPs – APACHE 5, ADAS SoC approaching in the supply of 1 tier companies such as BYD * 2 to 3 ISP suppliers specialized for vehicles worldwide, only in Korea *Core Technology-Correction Technology: Real-time correction, high resolution within ISP without additional chips – Tuning Technology: 3 months at the latest – Use CFA algorithms compared to RGB sensors = European Entry Requirements* Partnership Build with Global Image Sensors – ISPs enter camera modules with sensors – World’s #1 vehicle image sensor ONSEMI long-standing partnership – ST Microelectronics and HDR sensors co-developed* Can be applied to a variety of camera areas instead of rear to side mirrors* More cameras with ADAS => Need for a high-resolution camera =>Increase required ISPs – Hyundai Motor’s ISP group will expand the sales and results of camera module companies*, Prospects for expansion of all models – steady sales when mass production begins: eventually with the launch of new cars * especially ADAS options like rear cameras and SVD need top-notch ISPs – APACHE 5, ADAS SoC approaching in the supply of 1 tier companies such as BYD
* 2Q Production Planned for 2012 * Toyota and Volkswagen are about to generate fragrance sales – EU and Japan must have a preemptive system due to ADAS introduction policy * Volkswagen – Focus on securing technology that can be sold at cost limit now – Software platform also cuts *Toyota – OEMs must take the lead in ADAS technology * 2Q Production Planned for 2012 * Toyota and Volkswagen are about to generate fragrance sales – EU and Japan must have a preemptive system due to ADAS introduction policy * Volkswagen – Focus on securing technology that can be sold at cost limit now – Software platform also cuts *Toyota – OEMs must take the lead in ADAS technology
* Apache 5-Detecting Objects Beyond Image Processing (Determining) – Customized AImotive’s NPU to support ADAS function with efficient electricity *Reference of finished car manufacturers in Japan – Under discussion on delivery of KYOSERA Apache 5 – Characteristics of auto supply network under Toyota – Production of parts vendors 2 to 3 years ago * Apache 5-Detecting Objects Beyond Image Processing (Determining) – Customized AImotive’s NPU to support ADAS function with efficient electricity *Reference of finished car manufacturers in Japan – Under discussion on delivery of KYOSERA Apache 5 – Characteristics of auto supply network under Toyota – Production of parts vendors 2 to 3 years ago
* Competitive risk is limited – enough refereeing for legacy products – specializing in omnidirectional cameras – supporting ADAS functionality=>Almost the only company in the world that meets simultaneous needs * Competitive risk is limited – enough refereeing for legacy products – specializing in omnidirectional cameras – supporting ADAS functionality=>Almost the only company in the world that meets simultaneous needs
* Volkswagen Corporation Electrical components manufacturer reference-MAGNAAPACHE6, based on detection * Volkswagen Corporation Electrical components manufacturer reference-MAGNAAPACHE6, based on detection
* Lv4 commercialization is judged to be relatively far away, and the existence of ADAS demand market for Lv2+~Lv3 – ADAS, the cost of developing self-driving technology is considerable – Lv3 also has responsibility materials for accidents and is cautious* Apache 6-Recognition, Detection + Control/Determination – Increased power efficiency during preparation for prototype mass production in collaboration with ARM * Lv4 commercialization is judged to be relatively far away, and the existence of ADAS demand market for Lv2+~Lv3 – ADAS, the cost of developing self-driving technology is considerable – Lv3 also has responsibility materials for accidents and is cautious* Apache 6-Recognition, Detection + Control/Determination – Increased power efficiency during preparation for prototype mass production in collaboration with ARM
* Maintaining competitiveness through continuous research and development – AI semiconductor edge part summary: NPU domestic production, low power artificial intelligence SoC platform development #next chip #automatic operation * Maintaining competitiveness through continuous research and development – AI semiconductor edge part summary: NPU domestic production, low power artificial intelligence SoC platform development #next chip #automatic operation