Gross income over 55billion; more than 110Years of history; extensive distribution in the world, recently,Jin Anmin, Director of Marketing and Business Development at ams Osramexist“EEVIA 9th Annual China Electronic ICT Media Forum and 2021 Industry and Technology Outlook Seminar”Key figures after the integration of the ams-Osram business were disclosed on the
In March this year, ams Osram officially announced the completion of the integration. In this event, Jin Anmin sorted out the logic behind the merger on the spot, and took the intelligent driving industry as an example to reiterate the original intention of ams and Osram to create a fully closed-loop optical technology combination to empower the industry.
figure 1. Jin Anmin, Director of Marketing and Business Development at ams Osram, gave a live speech
Merger logic: balanced business layout + optical technology closed loop is the focus
Kim Anmin said frankly:A more balanced business layout is an important reason for this merger.“Before the merger, Osram has been deeply involved in the automotive industry for many years, and its advanced light source technology is widely used in automotive headlights, taillights, interior lights, etc., while ams’ business field is more focused on consumer electronics. In recent years, a large number of AI The application of Mais semiconductor’s optical sensor has made it out of the circle many times.” After the merger, ams Osram’s business has become more balanced, 60% of the business is automotive, industrial, and medical business, namely AIM business, and 40% is consumption. Business, the balanced layout of business also makes our development more stable,“Kim Anmin added.
figure 2. Jin Anmin disclosed the overview of ams and Osram after the merger
From the technical/product level, creating a fully closed-loop optical technology portfolio is the second focus of the merger.As far as the optical system is concerned, the core technology is mainly focused4Points: Emitters, Optical components + Micro Modules, Detectors, and Integrated Circuits and Algorithms. Before the merger, ams had strong technical accumulation in sensors and optical components, while Osram focused more on the field of transmitters. At the same time, thanks to ams’ previous years of experience in optical system-specific algorithms and custom circuits, the combined ams-Osram is able to provide a one-stop optical closed-loop system for customers in various industries.
“Hundred-year-old store” has entered a new stage, and “new” technology trends in 4 major sections
Currently, ams Osram, combined with its complete closed-loop optics technology, focuses on the 3 areas of optics that demand the most semiconductors:Sensing, Lighting, and Visualization. “Through investment and integration of various forms, we are also continuously accumulating core technologies, striving to achieve better business growth while empowering the industry and customers,” Jin Anmin pointed out.
The future, ams OsramWill focus on four major application areas: consumer electronics, industrial and medical, automotive and lighting. In the process of taking root in cutting-edge fields, ams Osram has also explored the future development trends of these fields from its own perspective, such as: 1. The next generation of displays may use more detailed MicroLED; 2. Thanks to the miniaturization of hardware and the technical improvement of its core optical components,3D’s AR and VR may lead to rapid development in the past 2 or 3 years; 3. Spectral sensing technology will be more applied to the needs of the rapid diagnosis industry caused by the epidemic. When talking about the hottest intelligent driving at the moment, Jin Anmin also refined the future technology trends from three dimensions: lidar, exterior lighting, interior lighting and in-cabin sensing.
picture3. ams and Osram will focus on 4 business areas in the future
Foresight: Lighting, sensing, and visualization continue to be integrated, and lidar “getting on board” is on the agenda
l Expert analysis: Lidar will be used in the next 3~5Large-scale commercial use during the year
When it comes to intelligent driving, lidar cannot be avoided. At present, millimeter-wave radar and in-vehicle cameras have been widely installed in new cars, but lidar has not been applied on a large scale due to cost issues. When talking about when the lidar will be “on the bus” on a large scale, Jin Anmin analyzed: “Two or three years ago, the industry mentioned that the lidar must be less than five or six hundred US dollars in order to be applied on a large scale, but the benefits Due to the radical promotion of lidar applications by new domestic car manufacturers and the active follow-up of traditional car manufacturers,Now I believe that the industry will soon be able to control the cost of lidar within $500. It is expected that in the futureIn 3 to 5 years, lidar can achieve large-scale applications.“
It is reported that whether it is the needs of lidar in different situations of short, medium and long distances, or floodlight, pure solid state,MEMS, mechanical scanningand other different lidar technology routesthe core light source technologystillYes EEL and VCSEL,andams and Osram have obtained vehicle-grade certification for both technologies.
Before the merger, ams has accumulated a lot of high-power VCSELs, and EEL is Osram’s traditional strength. Therefore, from the perspective of the technical layout of lidar, the core technology of ams and Osram in light sources will indeed be Further help the industry to reduce product costs and accelerate the pace of its entry into the car. And the large-scale “on-board” of lidar will also enable autonomous driving on highways, urban congestion, and the popularization of autonomous taxis.
l Combining lighting and visualization, automotive exterior lighting presents a new trend
Different from the dazzling light of traditional car headlights, which can easily cause dazzling drivers in the opposite lane at night, ams Osram’s multi-particulate LED pixel array can not only help the exterior of the car to achieve a cool appearance, but also use the projection to achieve the same appearance. The surrounding environment responds positively to further realize the car2x communication.
picture4. High-pixel LEDs will help smart headlamps realize information visualization
This time, Jin Anmin specifically mentioned EVIYOS in his speech 2.0as the second-generation LED product of EVIYOS, it develops a breakthrough on a single chip25,600pixels, and the area is only 40mm2, ideal for fine-resolution ADB systems in tight spaces. It is reported that this product has cooperated with the world’s major lighting Tier 1Manufacturers carry out in-depth cooperation, I believe in the future 2~3The annual meeting will be available in large quantities.
l Regulation + safety drive, interior lighting and in-cabin sensing will be deeply integrated
Returning to the cabin from outside the car, when talking about why the interior lighting and in-cabin sensing were combined, Jin Anmin pointed out: “First of all, it isRegulation driven. “According to the European New Car Safety Assessment Association(Euro NCAP)Posted 2025Roadmap, requirements from 2022Starting in July 2019, new cars must be equipped with DMS, and it is said that China’s CNCAP will also be024Years have corresponding requirements. This means that the driver fatigue monitoring function will be widely added in passenger cars in the future, and based on this hardware, more possibilities will be extended, such as monitoring in the entire cabin, or the current 2D solution will be made into 3D , you can more accurately know the status of everyone in the cabin, and adjust the ambient lighting, air conditioning system, etc. in the cabin based on the status.
picture5. The development trend of intelligent driving interior lighting
Another driver is safetyFor example, the detection of leftovers in the car, many news reports that the child stayed in the car but the careless parents left and eventually led to the tragedy.
Driven by dual factors, Jin Anmin believes that interior lighting and cabin sensing will be combined in multiple applications, such as gesture recognition, human-computer interaction and future AR-HUD head-up Display. Of course, these applications involve high-quality light sources and The demand for high-performance optics, and this will be where ams and Osram will continue to make efforts in the future.