Global light vehicle instrumentation and cockpits market- forecasts to April 2015 SAMPLE

Transcription

1 Global light vehicle instrumentation and cockpits market- forecasts to 2029

2 Usage and copyright statement A single-user licenced publication is provided for individual use only. Therefore this publication, or any part of it, may not be copied, reproduced, stored in a retrieval system, or be transmitted in any form by any means electronic, mechanical, photocopying, recording or otherwise without the prior written permission of Aroq Limited. A multi-user licence edition can be freely and legally shared with your colleagues. This agreement includes sharing electronically via your corporate intranet or the making of physical copies for your company library. Excluded from this agreement is sharing any part of this publication with, or transmitting via any means to, anybody outside of your company. This content is the product of extensive research work. It is protected by copyright under the Copyright, Designs and Patents Act The authors of Aroq Limited's research are drawn from a wide range of professional and academic disciplines. The facts within this study are believed to be correct at the time of publication but cannot be guaranteed. All information within this study has been reasonably verified to the author s and publisher s ability, but neither accept responsibility for loss arising from decisions based on this report All content copyright Aroq Limited. All rights reserved. If you would like to find out about our online multi-user services for your team or organisation, please contact: Mike Chiswell Senior QUBE Business Manager Tel: +44 (0) Toll free from US: mike.chiswell@just-auto.com Page 2

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4 Table of contents 1: Introduction... 9 About this service Definitions : PESTER analysis Political Economic Social... 0 Technological... 0 Environmental... 0 Regulatory : Companies Robert Bosch GmbH Calsonic Kansei Corporation... 0 Continental AG... 0 Investments... 0 Denso Corporation... 0 Faurecia SA... 0 Products... 0 Customers and contracts... 0 Merger and acquisition activity... 0 SAS Automotive Systems... 0 Magneti Marelli... 0 Geely... 0 Ford / ACH... 0 R&D... 0 Infrastructure... 0 International Automotive Components Group (IAC)... 0 Acquisitions... 0 Capital investments... 0 Joint ventures... 0 Inteva Products, LLC... 0 Johnson Controls Inc Magna International Inc... 0 Nippon Seiki... 0 Toyoda Gosei Co., Ltd Valeo SA... 0 Visteon Corporation... 0 Merger and acquisition activity... 0 Page 4

5 Avtopribor Electronics... 0 PT Astra Otoparts Tbk... 0 Yanfeng Visteon Automotive Trim Systems... 0 Johnson Controls... 0 Duckyang Industry... 0 Reydel Automotive Holdings... 0 Infrastructure... 0 Russia... 0 Thailand... 0 China... 0 Brazil... 0 Yazaki Corporation... 0 Others... 0 Autoneum... 0 Draexlmaier Group... 0 Freescale Semiconductor... 0 Hyundai Mobis Co., Ltd Magneti Marelli S.p.A Preh GmbH : Markets Market trends Where is the sector heading?... 0 Market shares of instrumentation and display sector... 0 Global... 0 World manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume... 0 European market... 0 European manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume... 0 North American market... 0 North American manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume... 0 Asian market... 0 Asian manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume... 0 Instrument panel manufacturers... 0 Emerging markets... 0 India : Technologies Instrumentation Johnson Controls' SmartGauge with EcoGuide reconfigurable instrument cluster Yazaki and Freescale's instrument cluster development platform Jaguar XJ's high-definition virtual instruments... 0 Continental's solution... 0 Head-Up Displays (HUDs)... 0 Instrumentation for the Porsche Panamera Sport Turismo e-hybrid... 0 Page 5

6 Mercedes-Benz SplitView... 0 Next generation instrumentation from JCI... 0 Reconfigurable displays... 0 Introduction... 0 Delphi's reconfigurable head-up display... 0 Visteon's reconfigurable cluster platform... 0 Partnership to develop reconfigurable digital instrument clusters... 0 JCI develops cluster display for Chevrolet Corvette Stingray... 0 Cockpits... 0 JCI's ie:3 demonstrator vehicle... 0 Toyota Yaris... 0 Other... 0 Acoustical foam... 0 BASF's Material Kit helps interior designers... 0 Bayer MaterialScience's rear projection polycarbonate films... 0 Car interior polyurethane solutions from BASF... 0 Continental's display and control concept... 0 Ford has made characters on interior controls easier to read for baby boomers... 0 Ford researcher evaluate the concentration and growth of microbes in vehicles... 0 Harman's Road Noise Cancellation technology... 0 Head-up display... 0 Instrument panel made using castor oil... 0 Johnson Controls' HUD and instrument cluster for the Citroen DS Leather-wrapped surfaces appear in lower segment vehicles... 0 Multifunction control panel for electric vehicles... 0 Peugeot 208 steering wheel... 0 Preh's touch control centre console... 0 Three-dimensional spread of sound... 0 Tokai Rika's remote control solution... 0 Valeo's MirrorLink... 0 Visteon's Human Bayesian Intelligence Technology... 0 Visteon's graphic solutions... 0 Visteon's head-up display... 0 Voice control technologies from Bosch... 0 Voice control technologies from Ford... 0 Technology developments D display technology... 0 Visteon's Ideal Occupant Interface : Forecasts Outsourced cockpits Market fitment/penetration rates of outsourced cockpits fitted to newly-assembled passenger cars and light vehicles, , (%)... 0 Market volumes of outsourced cockpits fitted to newly-assembled passenger cars and light vehicles, , ('000s units)... 0 Page 6

7 Instrument clusters... 0 Market volumes of instrument clusters fitted to newly-assembled passenger cars and light vehicles, , ('000s units)... 0 Instrument panels... 0 Market volumes of instrument panels fitted to newly-assembled passenger cars and light vehicles, , ('000s units)... 0 Head-Up Displays (HUDs)... 0 Overview... 0 Applications... 0 Forecasts... 0 Market fitment/penetration rates of newly-assembled passenger cars and light vehicles fitted with Head-Up Displays (HUDs), (%)... 0 Market volumes of newly-assembled passenger cars and light vehicles fitted with Head-Up Displays (HUDs), ('000s units) : Archive Delphi develops its MyFi Display technologies from Bosch Denso's organic electroluminescence display... 0 Freescale Semiconductor's solutions... 0 Fujitsu Ten develops new display... 0 Honda Accord's instrument panel... 0 In-car moisturiser from Lexus... 0 MINI's Openometer... 0 Multi-disc CD players deleted from Ford Focus line... 0 MyFord Touch... 0 Next generation multi-functional displays from Visteon... 0 Two-colour slush skins from JCI... 0 TRW's touchpad sensor... 0 Visteon's new single screen display... 0 Visteon's C-Beyond concept highlights instrumentation innovations... 0 Visteon recognised for airbag door... 0 Page 7

8 Tables World manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume...0 European manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume...0 North American manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume...0 Asian manufacturer market shares for instrumentation and display for passenger cars and light vehicles, , % of volume...0 Market fitment/penetration rates of outsourced cockpits fitted to newly-assembled passenger cars and light vehicles, , (%)...0 Market volumes of outsourced cockpits fitted to newly-assembled passenger cars and light vehicles, , ('000s units)...0 Market volumes of instrument clusters fitted to newly-assembled passenger cars and light vehicles, , ('000s units)...0 Market volumes of instrument panels fitted to newly-assembled passenger cars and light vehicles, , ('000s units)...0 Market fitment/penetration rates of newly-assembled passenger cars and light vehicles fitted with Head-Up Displays (HUDs), (%)...0 Market volumes of newly-assembled passenger cars and light vehicles fitted with Head-Up Displays (HUDs), ('000s units)...17 Page 8

9 Introduction The fascia (or dashboard) and the instrument cluster together form the instrument panel. The instrument panel is a complex system of coverings, foams, plastics and metals designed to house various components and act as a safety device for the vehicle occupants. Instrument panels are usually made of injection moulded thermoplastics. The area directly in front of the driver and front-seat passenger is commonly referred to as the cockpit. It is an area that continues to expand. A cockpit is a combination made out of an instrument panel and a number of sub-modules such as wiring and electronic devices, instruments, car audio and information/ communication, heating and climate systems. The number of instruments has increased over the years as vehicles have become more complex and the instruments themselves have become cheaper. Few cars in the 1960s had a tachometer but it is now almost a universal fitting. Similarly, legislation has now made the use of tachographs obligatory in trucks. The big increase, however, has been in event-controlled indications, such as lights which actuate to show warnings for indicators, low oil pressure and high lighting beam. A typical car now would have two large instruments showing speed and engine revolutions plus two smaller instruments showing engine temperature and fuel gauge. All other instruments are either incorporated in the larger instruments (odometer and trip meter) or separated from the main cluster and displayed as event warnings. Although there can be no doubt that drivers of the future will be better informed with a raft of new instrumentation, there is some concern as to whether their instrument panels will be a safe place to deliver the information. Vanquish interior Page 9

10 About this service This service on cockpits and instrumentation includes market trends, shares and forecasts as well as a technical round-up of various technologies and brief company profiles. Page 10

11 PESTER analysis Political Escalating fuel prices has triggered the need to provide the driver with more information. For example, Johnson Controls is supplying Ford with its so-called SmartGauge with EcoGuide reconfigurable instrument cluster for the Ford Fusion and Mercury Milan hybrid sedans. The instrument cluster offers four levels of information which can be customised to suit the driver s needs or situation. Johnson Controls states: The vehicle s long-term fuel efficiency can be displayed in two ways either as a traditional chart or using an innovative display that shows growing leaves and vines on the right side of the cluster. The more efficient a driver is, the more lush, green and beautiful the leaves and vines, creating a visual reward for the individual s efforts. Economic As the premium OEMs expand their presence in China, for example, they bring more luxury to that developing market of consumers. The interiors of the cars sold in these developing markets will closely follow the price point of the vehicle. As the status of the middle class develops, more expensive vehicles will be obtainable. The infrastructure needs and other regulatory issues, such as safety, will also be key drivers in how soon the consumers in those countries will be driving a vehicle comparable to that found in the developed markets. China is essentially there; the domestic OEMs are racing to upgrade their interiors in an effort to make them comparable to those offered by the global OEMs building cars in the country. The increasing fitment of sophisticated mobile multimedia systems, as well as safety and security items suggests that this part of the interior is still in its infancy in terms of development. Page 11

12 Companies Robert Bosch GmbH Bosch designed the instrument cluster for the BMW ix. It incorporates a dual-processor architecture, with one processing unit dedicated to handling the graphics and the other for the remaining functions. A level of computing power was chosen that additionally allows the electronics of a head-up display to be controlled via the instrument cluster. Data connectivity is provided by two bus systems: CAN (Controller Area Network) and MOST (Media Oriented Systems Transport). The TFT display is covered with an optically bonded pane of mineral glass, similar to that used on smartphones and tablet PCs. In 2012, Bosch China Investment acquired a majority shareholding in the joint venture of Chery and Atech Australia, based in Wuhu, China. The purchase price was not be disclosed. The joint venture develops, manufactures and sells instrument clusters and car infotainment systems. With the acquisition, Bosch s Car Multimedia division has strengthened its position in the Asian market. Bosch holds a XX%, while Chery and Atech holds a XX% and XX% stake, respectively. Bosch is supplying the instrument cluster for the Audi TT. A display-based instrument cluster replaces the previous technology and bundles all of the instrument, navigation, and multimedia information in the driver's field of vision. Audi calls this driver-oriented concept the 'Virtual Cockpit'. The Audi TT comes with two basic display modes. The traditional mode shows large, digitally produced round gages - but there are no mechanical pointers or other moving parts. The second mode trims down the virtual round speedometer and tachometer and shifts them to the lower corners, leaving room for a large navigation display, music selections or telephone connections. The instrument cluster is connected via CAN (controller area network) and MOST (media-oriented systems transport) buses. Page 12

13 Markets Market trends As the information flood spills out of the home and office into the vehicle, there is a danger of overloading the driver. Manufacturers report that, besides the traditional information available, additional safety-related systems such as camera and sensor-based messages are becoming more relevant, recognised and valued by the end consumer. Given that the area in front of the driver is limited, cockpit designers must determine how the information should be broken down between a cluster location, centre stack, head-up display and rear-view mirror. The desire for a spacious interior, something always equated with luxury, is prompting interior designers to use new combinations of electronics and mechanical functions to modify or move pre-existing systems like heating/cooling and audio facilities. In terms of controls, touch screens offer space-saving possibilities, but designers are faced with the problem of distracting the driver s attention too much. Although the touch screen is not new, its application for a centre stack display is one way to improve the human-machine interface. Some midrange models include touch screens, too. For example, the redesigned entry-level VW Golf Mark VII comes equipped with a 'Composition Media' system that includes a X.X-inch colour touch screen, DAB digital radio, CD player, MDI interface (for ipod or MPX player), Bluetooth telephone preparation and audio streaming and eight speakers. Displays are advancing in other ways, too. Jaguar s concept car, C-XF, offers driver and front-seat passengers the opportunity to see an entirely different image on the car s display. The technology, supplied by Alpine, allows passengers to watch a DVD or game whilst the driver can only see the navigation. Some designers are looking to voice recognition devices to enable them to eliminate many controls that have traditionally been manually operated. Page 13

14 Technologies Instrumentation Johnson Controls' SmartGauge with EcoGuide reconfigurable instrument cluster Johnson Controls is supplying Ford with its so-called SmartGauge with EcoGuide reconfigurable instrument cluster for the Ford Fusion and Mercury Milan hybrid sedans. The instrument cluster offers four levels of information which can be customised to suit the driver s needs or situation. Johnson Controls states: The vehicle s long-term fuel efficiency can be displayed in two ways either as a traditional chart or using an innovative display that shows growing leaves and vines on the right side of the cluster. The more efficient a driver is, the more lush, green and beautiful the leaves and vines, creating a visual reward for the individual s efforts." Yazaki and Freescale's instrument cluster development platform Yazaki North America has developed an instrument cluster prototype for reconfigurable display applications. Yazaki developed the instrument cluster platform in technology partnership with Freescale Semiconductor. The platform is powered by Freescale s MPCXXXXe system-on-chip processor which is designed to provide feature-rich user interfaces. The partners point out that the instrument cluster development platform is designed to enable three-dimensional graphics within a single LCD screen. The company states: The integration of an LCD in a typical automotive cluster often results in a flat, 2D monitor appearance. By displaying information like indicators, fuel gauge and speedometer on different levels, and adding tunnels an a tapered bezel over the LCD, Yazaki provides a HMI with multilevel XD-like information that appeals to today s drivers. Page 14

15 Forecasts This section sets out our estimates and forecasts of outsourced cockpits, instrument clusters and panels fitted to newly-assembled passenger cars and light vehicles across XX of the world s largest light vehicle markets - which collectively account for more than XX percent of world light vehicle production. Our forecasts range is from 2009 through to 2019 with spot forecasts for 2024 and Each forecast group sets out first the market fitment/penetration percentage rates followed by market volumes ( XXXs). Our forecasts are not extrapolative but dependent on the underlying drivers of supply and demand. Each forecast is based on vehicle data prepared by our partner, LMC Automotive. The vehicle data (passenger cars and light commercial vehicles) includes: North America - US, Canada and Mexico; Mercosur Brazil and Argentina; Western Europe - Germany, Italy, France, UK, Spain, Portugal, Netherlands, Belgium, Sweden, Austria, Finland and Morocco; Central Europe - Turkey, Bulgaria, Czech Republic, Poland, Slovakia, Hungary, Romania, Serbia and Slovenia; Russia; Japan; China; India; Korea; Thailand; Other Asia Indonesia, Malaysia, Taiwan and Philippines; Iran; South Africa; Australia. These forecasts are updated quarterly or as and when major changes require assumptions to be amended. Full revision history for all of our forecast pages within this section allow you to see what has changed and when. Outsourced cockpits Since the early 1990s, there has been a gradual increase in the average value of outsourced modules as more complex modules and systems are outsourced. The extent of outsourcing of interior modules and systems varies by product line. Page 15

16 Archive This section of the intelligence service contains archived pages of significant interest, but which no longer require updating. Delphi develops its MyFi Delphi has been developing its MyFi family of products designed to enable vehicle manufacturers to offer infotainment solutions that address the increasing connectivity requirements of consumers. By offering implementation of features such as Bluetooth, WiFi, cellular connectivity, natural voice recognition, hands-free system operation and audio streaming, Delphi claims that its MyFi integrated infotainment products provide the right level of connectivity for each specific application. Delphi says its MyFi can help duplicate the driver s smart phone's display in your vehicle and even recognise that the vehicle is low on fuel and automatically direct the driver to the nearest and lowest-cost petrol station. Display technologies from Bosch Bosch has developed display technologies allowing instruments to be developed that eliminate mechanical indicators, with the displays presenting driver-relevant information in a variety of ways. For instance, based on graphics or moving images from a video camera. Bosch is also working on developing XD displays and XD HMI (human machine interface) solutions that enhance the driving experience, using spatial effects to present information. Head-up displays allow important information to be projected onto the windshield, so that drivers do not need to take their eyes off the road ahead. Bosch says it is combining head-up displays with its new visualisation methods that are based on augmented reality technology. Bosch reckons that this is a particularly good way of projecting information so that it exactly overlays the image that the eye or a camera captures of the driving situation. Page 16

17 Market volumes of newly-assembled passenger cars and light vehicles fitted with Head-Up Displays (HUDs), 2XXX-2XXX ('XXXs units) Market North America XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX X,XXX.XX X,XXX.XX Mercosur X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX XX.XX XX.XX XX.XX XX.XX XX.XX Western Europe XX.XX XX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX X,XXX.XX X,XXX.XX Central Europe XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XXX.XX XXX.XX XXX.XX XXX.XX Russia X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX Japan XX.XX XX.XX XX.XX XX.XX XX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX China XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XXX.XX XXX.XX XXX.XX XXX.XX X,XXX.XX India X.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XXX.XX XXX.XX Korea XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XXX.XX Thailand X.XX X.XX X.XX X.XX XX.XX X.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX Other Asia X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX XX.XX XX.XX Iran X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX South Africa X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX Australia X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX X.XX Total XX markets XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX XXX.XX X,XXX.XX X,XXX.XX X,XXX.XX X,XXX.XX X,XXX.XX X,XXX.XX XX,XXX.XX Source: just-auto, LMC Automotive and industry sources Page 17

18 2015 All content copyright Aroq Limited. All rights reserved. If you would like to find out about our online multi-user services for your team or organisation, please contact: Mike Chiswell Senior QUBE Business Manager Tel: +44 (0) Toll free from US: Page 18