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Tesla is preparing the best solution to offer a system to make a car truly autonomous, with t he objective of reduction of accident and injury. The Triple Forward Camera from Tesla Model 3 is mounted behind t he windshield and provides broa d visibility in front of the car. This system captures front images over up to 250 meters that are used by the Tesla Model 3 Driver Assist Autopilot Control Module Unit. The system integrates a serializer but no computing. Tesla chose dated but well known and reliable components wit h limited bandwidth, speed and dynamic range. This is probably due to the limited computing performance of t he downstream Full Self-Driving chipset. This three-cameras setup is therefore very far from the robotic autonomous vehicle (AV) technology used on Waymo and GM Cruise vehicles. The level of autonomy Tesla will achieve with this kind of hardware is t he trillion-dollar question you will be able to assess with this report. We assume this system is manufactured in the USA. It is an acquisition module without treatment using three cameras, narrow, main and wide, with 3 CMOS Image Sensors with 1280x960 1.2Mp resolution. Based on a complete teardown analysis, the report provides the bill- of-material (BOM) a nd t he manufacturing cost of t he Triple Forward Camera from Tesla Model 3. The report also includes a physical analysis of the CM OS image Sensor from ON Semiconductor subsidiary Aptina. Also, the complete cost analysis and a selling price estimation are calculated. COMPLETE TEARDOWN WITH Detailed photos Block diagram Lens module cross section PCB cross-section and cost estimation Die pictures and cost estimations of the CMOS image sensor Complete and priced bill-of- materials Manufacturing process flow Manufacturing cost analysis Estimated sales price Complete analysis of the main sensing part of the Tesla‘s autopilot system. REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT Title: Triple Forward Camera from Tesla Model 3 Pages: 80 Date: January 2020 Format : PDF & Excel file Price: EUR 3,990 Triple Forward Camera from Tesla Model 3 IC – LED – RF – MEMS – IMAGING – PACKAGING SYSTEM – POWER - DISPLAY

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Page 1: Triple Forward Camera from Tesla Model 3 - System Plus ... · Tesla is preparing the best solution to offer a system to make a car truly autonomous, with the objective of reduction

Tesla is preparing the best solution tooffer a system to make a car trulyautonomous, with the objective ofreduction of accident and injury.

The Triple Forward Camera from TeslaModel 3 is mounted behind thewindshield and provides broadvisibility in front of the car.

This system captures front images overup to 250 meters that are used by theTesla Model 3 Driver Assist AutopilotControl Module Unit. The systemintegrates a serializer but nocomputing.

Tesla chose dated but well known andreliable components with limitedbandwidth, speed and dynamic range.This is probably due to the limitedcomputing performance of thedownstream Full Self-Driving chipset.This three-cameras setup is thereforevery far from the robotic autonomousvehicle (AV) technology used onWaymo and GM Cruise vehicles. Thelevel of autonomy Tesla will achievewith this kind of hardware is thetrillion-dollar question you will be ableto assess with this report.

We assume this system ismanufactured in the USA. It is anacquisition module without treatment

using three cameras, narrow, main andwide, with 3 CMOS Image Sensors with1280x960 1.2Mp resolution.

Based on a complete teardownanalysis, the report provides the bill-of-material (BOM) and themanufacturing cost of the TripleForward Camera from Tesla Model 3.

The report also includes a physicalanalysis of the CMOS image Sensorfrom ON Semiconductor subsidiaryAptina.

Also, the complete cost analysis and aselling price estimation are calculated.

COMPLETE TEARDOWN WITH

• Detailed photos

• Block diagram

• Lens module cross section

• PCB cross-section and cost

estimation

• Die pictures and cost estimations of the CMOS image sensor

• Complete and priced bil l-of-materials

• Manufacturing process flow

• Manufacturing cost analysis

• Estimated sales price

Complete analysis of the main sensing part of the Tesla‘s autopilot system .

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT

Title: Triple Forward Camera from Tesla Model 3

Pages: 80

Date: January 2020

Format: PDF & Excel fi le

Price: EUR 3,990

Triple Forward Camera from Tesla Model 3

IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - DISPLAY

Page 2: Triple Forward Camera from Tesla Model 3 - System Plus ... · Tesla is preparing the best solution to offer a system to make a car truly autonomous, with the objective of reduction

TABLE OF CONTENTS

Overview/Introduction

• Executive Summary

• Main Chipset

• Block Diagram

• Reverse Costing Methodology

Company Profile

• ON Semiconductor

Teardown Analysis

• Views and Dimensions of the System

• System Opening

• Electronic Board

• Top side - Global view, high definition photo, main components markings and identification

• Bottom side – Global view, high definition photo, PCB markings, components markings and identification

• Lens Modules

Cost Analysis

• Assessing the BOM

• PCB Cost

• CIS Cost

• BOM Cost - Board

• Housing Parts - Estimation

• BOM Cost - Housing

• BOM Cost - Support

• Material Cost Breakdown

• Assessing the Added Value (AV) Cost

• Details of the Electronic Board AV Cost

• Details of the Housing Assembly AV Cost

• Details of the System Assembly AV Cost

• Added-Value Cost Breakdown

• Manufacturing Cost Breakdown

Manufacturer Price Analysis

• Financial Ratios

• Estimation of the Manufacturer Price

TRIPLE FORWARD CAMERA FROM TESLA MODEL 3

RELATED REPORTS

Aptiv’s Lane Assist Front Camera for Audi A8A new monocular front camera delivering image signals from the area in front of the car and classifying objects.January 2020 - EUR 3,990*

Denso’s Monocular Forward ADAS Camera in the Toyota AlphardDenso has developed a new monocular forward camera for improved night vision, using Sony’s high-sensitivity 1.27M-pixel image sensor and Toshiba’s new advanced image recognition processor. January 2020 - EUR 3,990*

ZF S-Cam 4 – Forward Automotive Mono and Tri Camera for Advanced Driver Assistance SystemsFourth generation of the S-Cam family from the leading ADAS camera player.May 2019 - EUR 3,990*

AUTHOR

Philippe Vandar has joined System Plus Consulting as a Costing Analyst in Electronic

Systems in 2018.

He is in charge of reverse costing, with a focus on electronic boards and systems.

He previously worked for PSA Group, where he was in charge of costing systems

including air bag electronic crash units (ECUs), window lifter command systems, radio

frequency supervisor boxes, and park assist systems.

He holds an HCN in Industrial Mechanics and Automation from the MECAGIM Institute.

Page 3: Triple Forward Camera from Tesla Model 3 - System Plus ... · Tesla is preparing the best solution to offer a system to make a car truly autonomous, with the objective of reduction

COSTING TOOLS

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WHAT IS A REVERSE COSTING®?

Reverse Costing® is the process of disassembling a device (or asystem) in order to identify its technology and calculate itsmanufacturing cost, using in-house models andtools.

IC Price+

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Page 4: Triple Forward Camera from Tesla Model 3 - System Plus ... · Tesla is preparing the best solution to offer a system to make a car truly autonomous, with the objective of reduction

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TRIPLE FORWARD CAMERA FROM TESLA MODEL 3

Page 5: Triple Forward Camera from Tesla Model 3 - System Plus ... · Tesla is preparing the best solution to offer a system to make a car truly autonomous, with the objective of reduction

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