What They Say
Digitimes Research issued a forecast for automotive display shipments and said that it expects steady growth of the market to 288 million units by 2027, a CAGR of 7.9% over 2022’s shipments of 197 million. The firm expects more displays to be used in EVs and autonomous vehicles.
Central control centres and dashboards are the top two applications for automotive displays, but the shipment share of central control centre displays will decline 0.6 percentage points to 1.7 points a year in 2022-22027 because of the saturated penetration rate in that application. The shipment share of dashboard displays will remain at 33-34% during the period, while head-up displays (HUDs) and digital rearview mirror are applications expected to have the biggest potential for growth, DIGITIMES Research‘s data show.
The company believes that LCD-based HUDs will achieve higher penetration vs DLP-based units. Augmented-reality (AR) HUDs will become high-end equipment for many advanced driver assistance systems (ADAS) in 2022-2023 as they will be able project the information gathered by ADAS directly onto the windshield, the firm said.
Digital rearview mirrors are mostly used in large-size vehicles at the moment, while the penetration in standard passenger vehicles will not start rising until 2025-2026 when autonomous driving technologies are more advanced. HUDs and digital rearview mirrors are expected to enjoy a CAGR of around 18-20% for the period from 2022-2027, while their shares of overall automotive display shipments are expected to reach 9.1% and 2.3%, respectively.
What We Think
I was impressed by the no-cluster HUD-based system that we reported on earlier this month – I’ve repeated the picture in case you missed it. (High Five! Li Auto’s Flagship SUV L9 In-vehicle Display features Macroblock’s Backlight driver) (BR)