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Automotive electronics will become the semiconductor industry "core" expensive
Source:Time:2017-06-07 10:38:42views:
Mobile chip giant Qualcomm and PC chip giant Intel, has acquired automotive semiconductor leader NXP and Israeli auto driving vehicle technology company Mobileye, once again proved the automotive electronics market in the semiconductor industry in the future important position. While it has recently been reported that shareholders, including Elliott Management, are putting pressure on the NXP Semiconductors board of directors and demanded a renegotiation of $ 110 per share with Qualcomm. But this can not cover the bright prospects of automotive electronics, contrary to NXP proposed to raise the purchase price but shows the huge potential of the automotive electronics market.
Automotive electronics features
Environmental protection, safety, comfort is to enhance the rapid development of automotive electronics core elements, automotive electronics, including body, car, etc., need to carry different technologies to complete, such as car safety systems, tire pressure monitoring system, sensors, ADAS and so on. From the whole, the automotive electronics presents several obvious features: 1) 70% of the automotive electronics innovation is the combination of automotive electronics or the product; 2) The proportion of vehicle electronics in the vehicle is increasing and is expected to grow to 50% in 2020; 3) At present, China's low-end models of the market size is greater than the high-end models, the traditional high-end vehicles equipped with electronic equipment gradually to the low-end vehicles popular; 4) to promote the development of automotive electronics industry policy frequently. Own brand SUV car rapid rise, technological innovation, mergers and acquisitions, joint venture is the way of joint venture car electronics localization.
Automotive electronic classification and industrial chain
In accordance with the impact of the role of the driving performance of the car division, you can car electronics products into two categories: the body of electronic control systems and automotive electronic systems.
Body electronic control system: with the car on the use of mechanical systems, that is, "mechanical and electrical integration" of the automotive electronics installation, mainly used in the engine and chassis; including power control systems, safety control systems and body electronic systems. Such as electronic fuel injection systems, brake anti-lock control, chemical control, traction control, electronic control suspension, electronic control automatic transmission, electronic steering system.
Car electronic system: refers to the car environment can be used independently of the electronic device, and the car itself is not directly related to the driving performance. It mainly includes automobile information system (such as driving computer), satellite navigation system, car audio and audio and video entertainment system, vehicle communication system.
Development phase of electric control technology for automobile body
General classification of automobile electronics
Automotive electronics industry chain is mainly composed of three levels: the upstream for the electronic components, the middle reaches of the system integrators, downstream for the vehicle factory, which the upstream component suppliers can be divided into Tier 2 component suppliers and Tier 3 plant. Compared with consumer electronics, automotive electronics for high security requirements, the industry has TS 16969, ISO 26262, AEC Q100 and other certification standards, the certification cycle is longer, manufacturers enter the vehicle factory supporting system takes about 2 to 3 years of certification cycle The At present, the automotive electronics industry chain is mainly in the hands of several foreign manufacturers, the industry concentration is higher.
Prospects for Future Development of Automotive Electronics
The trend of electronic electronics is becoming more and more obvious
Automotive electronics market continues to grow and technological innovation for domestic and foreign automotive electronics manufacturers to bring better opportunities for development. In 2014 the global automotive electronics market size of 205 billion US dollars, is expected to 2015-2020 will be 8.5% compound annual growth, by 2020 the global automotive electronics market will exceed 330 billion US dollars.
China as a major automobile production and marketing, automotive electronics market demand is also increasing rapidly, the market has grown. China's auto electronics market in 2014 to 359.1 billion yuan, Silver Wing reaching 4012.4 billion yuan in 2015, is expected to 2016-2020 will be 11% compound annual growth in the global automotive electronics market by 2020 will reach nearly 680 billion yuan.
China's auto electronics market in 2014-2020 scale (100 million yuan)
In recent years, with the increase in the application of sensor technology and the gradual penetration of the Internet on the car, the electronic trend of the car more and more obvious, and appeared in Tesla as the representative of the highly electronic and Google unmanned vehicles as the representative Of the intelligent products. China as a major automobile production and marketing, automotive electronics market demand is also increasing rapidly. Automotive electronics penetration continues to improve, will drive the automotive electronics industry stable growth, and bring new growth space and development opportunities.
Giants competing force car electronics
The global automotive semiconductor market has grown rapidly in recent years. It is estimated that the global automotive semiconductors market in 2016 was $ 30 billion, up 6.4% from $ 28.2 billion in 2015. In addition to Qualcomm acquired NXP, in November 2016, Samsung Electronics also announced to 8 billion US dollars on the audio giant Haman international industry acquisition, the acquisition is also seen as the Samsung Electronics into the car network signal; in March this year, Intel announced the acquisition of Israeli technology company Mobileye, the acquisition of the importance of no less than Qualcomm's acquisition of NXP, Intel will take the car driving the key technology. With the major giants competing to buy, the industry forecast, Intel, Qualcomm, NVIDIA will be unmanned, intelligent car's bottom technical support to form a "three pillars" situation.
With the major chip giants in the field of automotive electronics competing force, indicates that smart cars, car networking and other technology trends have been established and become the major manufacturers of the future development of a major focus. This is the domestic IC industry, on the one hand to pass the signal and direction of industrial development, and China's future will become the world's major automotive electronics consumer and application market; but on the other hand, the merger between the major giants, also Will make China-related integrated circuit design enterprises collective pressure.
In recent years, in the "national integrated circuit industry development and promote the outline" and the National IC industry investment fund to promote the good, the number of China's IC design enterprises from 736 in 2015 increased to 1316 in 2016, a year more than 600 home. But it is noteworthy that the current domestic sales of all integrated circuit design enterprises together, and Qualcomm has a flat, and many design companies are still in a loss situation. Subdivided into the automotive electronics field, in 2016 the world's top ten automotive semiconductor manufacturers, no one Chinese enterprises selected.
In this regard, experts pointed out that China is the world's largest automobile production and marketing country, but the automotive electronics semiconductor industry base is very weak, only a very small number of products to enter the global automotive supply chain. However, China's development of automotive electronics semiconductor with the advantages of the late, some domestic enterprises have recently accelerated the layout of automotive electronics semiconductor field, with the global industrial mergers and acquisitions to accelerate the domestic enterprises need to further increase R & D investment and enhance the core technical strength.