"Currently, the most advanced commercial car with autonomous features embeds in the order of 17 sensors. Yole anticipates 29+ sensors by 2030. Today, two sensor businesses dominate: ultrasonic sensors and cameras for surround. Together they are worth a $2.4B market value, but ultrasonic sensors comprise 85% of current market volume. By 2030, cameras for surround will lead the market at $12B, followed by ultrasound sensors and long-range radar ($8.7B and $7.9B respectively), and then short-range radar ($5B). Overall 2030 market value is estimated at $36B.
All of these evolutions will likely lead to mass-market adoption of semi-autonomous vehicles by 2030. We expect more than 22M units (18% of all vehicles sold) of level-2 vehicles and 10M units of level-3 vehicles by 2030, along with 38M units of level-2 vehicles and 1M units of Level-4 vehicles."
