Abstract
Global demand to advance 11.7% yearly through 2014
Global demand for light vehicle original equipment manufacturer (OEM)
automotive sensors will advance 11.7 percent annually through 2014 to $15.8
billion, rebounding from depressed 2009 levels. In addition to the expected
recovery from the 2008-2009 recession, automotive sensor demand will receive
uplift from increasing regulatory pressure and the continued search among
automakers for cost-effective ways to differentiate their products. Sensor
demand grows hand-inhand with electronics demand, which itself has expanded
substantially during the past decade, despite the impact of the recession in
developed markets.
Emerging markets to grow faster, yet offer less sensor revenues per vehicle
The 2008-2009 recession caused developed and emerging automotive markets to
bifurcate, with the former suffering from massive sales drop-offs while the
latter moved forward, apparently from strength to strength. The sheer
recessioncaused abnormality of the global market for light vehicles and the
electronics and sensors they contain can be seen in 2009 sales performance.
Sales in key developed markets such as the US, Western Europe and Japan fell
9.2, 2.1 and 4.4 percent per year, respectively, from 2004 to 2009, while
ascendant emerging markets Brazil, China, and India grew 14.1, 26.4 and 12.1
percent per year, respectively, during the same period. While the
faster-growing emerging markets will likely set the global pace going forward,
they do not produce the same per-vehicle sensor revenues because many of the
sensor technologies they currently contain and will use in the future have
already been commoditized in terms of price.
Automotive sensors to continue as leader in new technology applications
The industry continues to be a leader in finding ever more applications for
microelectromechanical sensor (MEMS) technologies, including new inertia,
pressure and position sensing roles. Beyond advantages in packaging and
reliability, perhaps the greatest benefit of MEMS technology to the auto
industry is in terms of cost, which can be significantly lower than competing
technologies. Other sensors of interest include object and headway detection
systems, which can utilize a mix of sonic, laser, radar and vision
technologies to avoid accidents and increase vehicle safety. In developed
markets, the coming decade is rapidly shaping up to be one focused on
expanding the driver' s capabilities to react to events or to see further and
anticipate more fully any potential challenge ahead on the roadway, and
sensors are slated to play major roles. However, in the medium term, society' s
new focus on frugality could signal a reduction in interest in the latest
sensor applications.
Growth in engine/drivetrain, emissions control sensors to remain robust
Engine/drivetrain and emission control applications represent large, well
established sensor categories. Future growth should remain robust in both
developed and emerging markets as automakers seek new sensor applications
focused on improved fuel efficiency and related carbon dioxide abatement, as
OEMs worldwide react to rising fuel prices.
Study coverage
This new Freedonia industry study, World Automotive Sensors presents historical demand data (1999, 2004 and 2009) plus forecasts
for 2014 and 2019 by sensor product, world region and for 24 countries. The
study also considers market environment factors, details industry structure,
evaluates company market share and profiles industry competitors, including
Bosch, DENSO, Delphi, Siemens and Valeo.
Table of Contents
INTRODUCTION
I. EXECUTIVE SUMMARY
II. MARKET ENVIRONMENT
- General
- World Economic Overview
- Recent Historical Trends
- World Economic Outlook
- World Population Overview
- World Households
- World Light Vehicle Overview
- Light Vehicle Production
- Light Vehicle Sales
- Environmental & Regulatory Factors
- Regulatory Convergence
- Drivers of Regulatory Change
- Pricing Trends
- Sensor Technology
- Mechanical
- Electrical & Magnetic
- Ultrasonic
- Solid-State
- Radar
- Sensor Concepts
- Micro-Electromechanical Systems
- Smart Sensors
- Telematics
- Automotive Electronics
- Electronics Technology Evolution
- Software Standardization & In-Vehicle Networks
- Sensors per Vehicle
- Technology Penetration Profiles
- Electronics Integration
III. WORLD OVERVIEW
- Global OEM Automotive Sensor Demand
- Demand by Region
- Demand by Product
- Engine & Drivetrain Sensors
- Advanced Engine Systems
- Drivetrain Systems
- Advanced Electrical Systems
- Alternative Fuel Systems
- Safety & Security Sensors
- Passive Safety Systems
- Active Safety Systems
- Integrated Systems
- Security Systems
- Emission Control Sensors
- Entertainment, Communication & Navigation Sensors
- Other Sensors
- Foreign Trade in OEM Automotive Sensors
IV. NORTH AMERICA
- General
- Sensor Demand
- United States
- Canada
- Mexico
V. WESTERN EUROPE
- General
- Sensor Demand
- Germany
- France
- Spain
- United Kingdom
- Italy
- Belgium
- Sweden
- Other Western Europe
VI. ASIA/PACIFIC
- General
- Sensor Demand
- Japan
- China
- South Korea
- India
- Thailand
- Indonesia
- Australia
- Taiwan
- Other Asia/Pacific
VII. OTHER REGIONS
- Central & South America
- Brazil
- Other Central & South America
- Eastern Europe
- Czech Republic
- Poland
- Russia
- Other Eastern Europe
- Africa/Mideast
- Turkey
- Other Africa/Mideast
VIII. INDUSTRY STRUCTURE
- General
- Industry Composition & Market Share
- Bosch
- DENSO
- Valeo
- Continental
- Delphi
- Hitachi
- Analog Devices
- Others
- Research & Product Development
- Manufacturing
- Marketing & Distribution
- Financial Issues & Requirements
- Mergers, Acquisitions & Industry Restructuring
- Competitive Strategies
COMPANY PROFILES
- Analog Devices Incorporated
- AppliedSensor AB
- Autocruise, see TRW Automotive
- Autoliv Incorporated
- Bosch (Robert) GmbH
- China Automotive Systems Incorporated
- City Technology, see Honeywell
- Continental AG
- Delphi Automotive LLP
- DENSO Corporation
- ELMOS Semiconductor AG
- EnTire Solutions, see TRW Automotive
- Fiat SpA
- Figaro Engineering, see Tokuyama
- Freescale Semiconductor Incorporated
- Fujitsu Limited
- General Electric Company
- Hella KGaA Hueck & Company
- Hitachi Limited
- Honeywell International Incorporated
- Infineon Technologies AG
- Johnson Controls Incorporated
- Keihin Corporation
- L-3 Communications Corporation
- Lear Corporation
- Magna International Incorporated
- Magneti Marelli, see Fiat
- Micron Technology Incorporated
- Mitsubishi Electric Corporation
- National Semiconductor Corporation
- NGK Spark Plug Company Limited
- Novotechnik Stiftung & Company
- NXP BV
- OMRON Corporation
- OSRAM, see Siemens
- Panasonic Corporation
- Raytheon Company
- Royal Philips Electronics NV
- Sanken Electric Company Limited
- Sensata Technologies BV
- Siemens AG
- SKF AB
- STMicroelectronics NV
- Takata Corporation
- Tokuyama Corporation
- Tomkins plc
- TRW Automotive Holdings Corporation
- Tyco Electronics Limited
- Universal Sensor Application, see China Automotive Systems
- Valeo SA
- Valeo Sylvania, see Siemens and Valeo
- Visteon Corporation
- Yazaki Corporation
- Additional Companies Mentioned in the Study
LIST OF TABLES
SECTION I -- EXECUTIVE SUMMARY
SECTION II -- MARKET ENVIRONMENT
- 1 World Gross Domestic Product by Region
- 2 World Population by Region
- 3 World Households by Region
- 4 World Light Vehicle Production by Region
- 5 World Light Vehicle Sales by Region
SECTION III --WORLD OVERVIEW
- 1 World OEM Automotive Sensor Demand by Region
- 2 World OEM Automotive Sensor Demand by Product
- 3 World Engine & Drivetrain Sensor Demand
- 4 World Safety & Security Sensor Demand
- 5 World Emission Control Sensor Demand
- 6 World Entertainment, Communication & Navigation Sensor Demand
- 7 World Other Automotive Sensor Demand
SECTION IV -- NORTH AMERICA
- 1 North America: Macroeconomic Environment
- 2 North America: OEM Automotive Sensor Demand
- 3 United States: Macroeconomic Environment
- 4 United States: OEM Automotive Sensor Demand
- 5 Canada: Macroeconomic Environment
- 6 Canada: OEM Automotive Sensor Demand
- 7 Mexico: Macroeconomic Environment
- 8 Mexico: OEM Automotive Sensor Demand
SECTION V -- WESTERN EUROPE
- 1 Western Europe: Macroeconomic Environment
- 2 Western Europe: OEM Automotive Sensor Demand
- 3 Germany: Macroeconomic Environment
- 4 Germany: OEM Automotive Sensor Demand
- 5 France: Macroeconomic Environment
- 6 France: OEM Automotive Sensor Demand
- 7 Spain: Macroeconomic Environment
- 8 Spain: OEM Automotive Sensor Demand
- 9 United Kingdom: Macroeconomic Environment
- 10 United Kingdom: OEM Automotive Sensor Demand
- 11 Italy: Macroeconomic Environment
- 12 Italy: OEM Automotive Sensor Demand
- 13 Belgium: Macroeconomic Environment
- 14 Belgium: OEM Automotive Sensor Demand
- 15 Sweden: Macroeconomic Environment
- 16 Sweden: OEM Automotive Sensor Demand
- 17 Other Western Europe: Macroeconomic Environment
- 18 Other Western Europe: OEM Automotive Sensor Demand
SECTION VI -- ASIA/PACIFIC
- 1 Asia/Pacific: Macroeconomic Environment
- 2 Asia/Pacific: OEM Automotive Sensor Demand
- 3 Japan: Macroeconomic Environment
- 4 Japan: OEM Automotive Sensor Demand
- 5 China: Macroeconomic Environment
- 6 China: OEM Automotive Sensor Demand
- 7 South Korea: Macroeconomic Environment
- 8 South Korea: OEM Automotive Sensor Demand
- 9 India: Macroeconomic Environment
- 10 India: OEM Automotive Sensor Demand
- 11 Thailand: Macroeconomic Environment
- 12 Thailand: OEM Automotive Sensor Demand
- 13 Indonesia: Macroeconomic Environment
- 14 Indonesia: OEM Automotive Sensor Demand
- 15 Australia: Macroeconomic Environment
- 16 Australia: OEM Automotive Sensor Demand
- 17 Taiwan: Macroeconomic Environment
- 18 Taiwan: OEM Automotive Sensor Demand
- 19 Other Asia/Pacific: Macroeconomic Environment
- 20 Other Asia/Pacific: OEM Automotive Sensor Demand
SECTION VII -- OTHER REGIONS
- 1 Central & South America: Macroeconomic Environment
- 2 Central & South America: OEM Automotive Sensor Demand
- 3 Brazil: Macroeconomic Environment
- 4 Brazil: OEM Automotive Sensor Demand
- 5 Other Central & South America: Macroeconomic Environment
- 6 Other Central & South America: OEM Automotive Sensor Demand
- 7 Eastern Europe: Macroeconomic Environment
- 8 Eastern Europe: OEM Automotive Sensor Demand
- 9 Czech Republic: Macroeconomic Environment
- 10 Czech Republic: OEM Automotive Sensor Demand
- 11 Poland: Macroeconomic Environment
- 12 Poland: OEM Automotive Sensor Demand
- 13 Russia: Macroeconomic Environment
- 14 Russia: OEM Automotive Sensor Demand
- 15 Other Eastern Europe: Macroeconomic Environment
- 16 Other Eastern Europe: OEM Automotive Sensor Demand
- 17 Africa/Mideast: Macroeconomic Environment
- 18 Africa/Mideast: OEM Automotive Sensor Demand
- 19 Turkey: Macroeconomic Environment
- 20 Turkey: OEM Automotive Sensor Demand
- 21 Other Africa/Mideast: Macroeconomic Environment
- 22 Other Africa/Mideast: OEM Automotive Sensor Demand
SECTION VIII -- INDUSTRY STRUCTURE
- 1 World OEM Automotive Sensor Sales by Company, 2009
- 2 Selected Cooperative Agreements
- 3 Selected Acquisitions & Divestitures
LIST OF CHARTS
SECTION II -- MARKET ENVIRONMENT
- 1 Evolution of Automotive Electronics
- 2 Triad Light Vehicle Sensor Count -- Typical Vehicle
- 3 Framework for Assessing Automotive Technology Penetration
- 4 Automotive Electronics Integration Issues
SECTION III --WORLD OVERVIEW
- 1 Sensor Demand Correlation with Light Vehicle Production, 2009
SECTION VIII -- INDUSTRY STRUCTURE
- 1 World OEM Automotive Sensor Market Share, 2009