RFQs - Colin B21 Jan 2025 13:54
here are my thoughts on the #dms #oms market following #ces2025. there seems to be about 10-15 active #rfqs in play, so lots going on under the surface and set to happen in the coming months. it isn't clear how many rfqs are new and how many relate to existing awards that have gone back to rfq/rfi. one tier-1 described to me the delays in decision making in 2024 as "unprecedented." so, no one knows, because no one knows.
what is evident is that #ncap26 is proving an earthquake for driver monitoring decision making at the oems. i have written about the new protocols previously, but the summary basically says to the oems: "now take driver monitoring seriously, or lose your five-star rating." ncap26 starts to meld #adas with dms, a trend which will become deeper with #ncap29, so oems are having to carefully consider the long-term supplier partnerships and #innovation and #technology roadmaps. out has gone the "tick-the-box" mentality of the recent past (ncap23), and in has come the serious decision making and planning which would be expected of a primary safety system which is increasingly being mandated as a #safety technology to make public roads safer. well done euro ncap!
if you were an alien visiting ces for the first time, you could be forgiven for thinking that #softwaredefinedvehicle is the only thing happening in automotive. there's two significant trends for driver monitoring; #sdv for sure, but also legacy e/e architecture. an oem can do pretty much anything for sdv (qualcomm is doing very well here in the digital ****pit), but in the coming years significant volume will still lie in legacy e/e architecture vehicles. on the timescales for ncap26 (12 months) and eu #gsr for advanced distraction warning #addw (new vehicle types now and all new vehicles in 18 months) significant decisions will have to be made to integrate dms for legacy e/e architecture.
my view remains that the timings lean toward packaged solutions which oems can drop in their vehicles, rather than tearing apart the interior of each existing model type and restyling and retooling for the image sensor, image processor, and ir optical path. the timings could imply decisions have already been made but are just not yet visible. the wildcard in all of this is the china nev makers, many of which adopted sdv using qualcomm and nvidia #socs running gbt-compliant dms software, but will be forced to adopt other solutions to meet ncap26 and addw.
the 2025 edition of semicast's market report "adas & automotive vision-based driver monitoring systems" is now available for purchase. significant segmentation of the dms/oms market is provided:
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