The automotive industry from a different industry ... Sony "SENSE THE WONDER DAY"

Sony Group's Sony Semiconductor Solutions (SSS) has distributed an event called "Sense The Wonder Day" on the net on the 25th.

◆ More than 6,400 people pay attention to the announcement of Sony group companies

This event is different from the normal press conference and reporter presentation, as named "~ day", and the audience is for all stakeholders of the Sony Group.In other words, it is not a reporter's presentation, but an event to announce the SSS new slogan "SENSE THE WONDER" to the whole world for group companies, partner companies, and other companies in the same industry.

The presentation is 1:00 pm in Japan time at 1:00 pm, despite most of the Japanese language, the viewer count of live streaming is 6400 (6)..Over 4K).Of course, although it is less than the number of live viewing such as Apple's WWDC and Tesla Battery Day, the number of live viewing of a single half -conductor company is quite large even if there are group companies mobilized.

A few weeks ago, Sony Group Kenichiro Yoshida has announced a new "Vision-S 02" and a further commitment to the automotive business (suggesting the EV market) at the CES press conference.In addition, the global semiconductor deficiency caused by Corona Pan Demic has expressed the vulnerability of the world's manufacturing supply chain.

If a group company (SSS), which is responsible for the semiconductor business, will make a presentation to a partner company, its candidates, and the market following Sony's CES presentation, it is suspicious of a business sense if you do not pay attention.

◆ Relationship between sensing technology and mobility business

Among the content of the announcement, the following are strongly related to the automotive industry:

・ Imaging & Sensing Technology ・ Mobility Evolution (AI / Robotics) ・ IoT integrated solution (Aitrios and Eltres network)

Various semiconductor sensors and AI, such as image sensors and MEMS (acceleration / environmental sensor), are indispensable element technology in CASE vehicles.Sony has an image sensor technology for surveillance cameras and professional video devices, but when it comes to ADAS and automatic driving use of cars, the reproducibility and expressiveness of images such as digital cameras alone are not enough.Image recognition capacity in night vision performance and high contrast environment is required.

What SSS is focusing on is the fusion of sensor technology and AI.The sensor not only outputs voltage and video signals, but also requires intelligent functions such as operational processing and image recognition.The fusion of the sensor and AI is also a strategic pillar.Bosches also work on not only in -vehicle electronic components, but also from smart factory to MEMS markets, including smartphones, and home appliances.In the car supply chain, it is in Tire2 and is a position close to Sony.

The first of the fusion solutions between sensors and AI is robotics that include autonomous driving and autonomous control.The Sony EV "Vision-S" can be said to be the AI robotics business of the Sony itself as the gift of SSS.In the future, Sony Mobility, a new business company, will be working on EVs and (including ibo and drones) robots (including ibo and drones) products, solutions, and sales promotions.

◆ Industry change suggested by Aitrios

Aitrios, a solution platform based on sensor technology, seems to have nothing to do with cars, but not.Aitrios is the foundation of the development environment and cloud service marketplace that connects the manufacturing and equipment development vendors, AI developers, app vendors, and solution vendors.Built based on Microsoft Azure.

MEMS, image sensors, and environmental sensors are now installed in all industrial products and consumer equipment.As mentioned above, those intelligentization proceeds.When a company develops products and services, the existence of a platform, which has a common data exchange and API use, contributes to design and development efficiency.

At present, Aitrios is a solution platform for the SSS image sensor, but the compatible sensor is expanded.In the future, it will be a platform for IoT equipment and a vehicle development platform for automakers that develop CASE vehicles (which are sensor lumps).For example, what would happen if Aitrios could use a smart car OS development kit or API library like Tier4 Autoware and Huawei's HARMONYOS?

Vw.The OS and Toyota Alin have their own platforms, but if there is a platform that can be used for more open vehicle OS, emerging EV manufacturers and robot taxi providers integrate vehicle development to services on Aitrios.You will be able to build it.The vehicle body should use VISION-S and vehicles based on them.

◆ The value as an IoT device is given to the car

In addition, there were also announcements such as opening campus in the facility and expansion of semiconductor factory (FAB5) in the Kyushu area due to the Atsugi Technology Center Renewal.These are not related to the automotive industry.

Given the Sony Group's semiconductor manufacturing company's announcement, this "SENSE THE WONDER DAY" did not have any new announcements or new technologies amber, and it might not be much related to the automotive industry.However, the content suggested by the announcement is that the fourth industrial revolution and the reorganization of the industry supply chain, which are advancing in the EU, etc.

Usually, there is no clear awareness or purpose of destroying the existing market in a company called a desrapter.Market structure and ecosystem change depending on their business.As a result, if a company that cannot follow the change and is eliminated, it only looks like a destructive person from the being selected.

In the core business area of global platformers, the car itself is already an IoT device and is one of the personal devices.That doesn't mean the value of an existing car is gone.Only new values are created on existing values and new values in parallel with existing values.Whether you are selected, competing, or cooperating depends on the strategy of each company.