Recently, there is news that the global electric car manufacturers Tesla plant in China, will be expected to promote the domestic electric vehicle manufacturing enterprises supporting the upgrade. In addition, June 15, the Ministry of Industry issued a "road motor vehicle manufacturers and product announcements" (297 batch) of new vehicle publicity. The declaration of new energy automotive products, a total of 74 enterprises of the 250 models, including pure electric products a total of 67 enterprises 202 models, plug-in hybrid products a total of 18 enterprises 48 models. According to statistics, 250 new energy vehicles in the new energy passenger cars have 25 models, there are 152 new energy buses, new energy vehicles have 73 models.
2011 - 2015 new energy vehicle sales (unit: million)
Event comment
New energy automotive industry every move is being the market and the industry's attention. Although Tesla to China to build the news has not yet sit real, but that Tesla as the representative of the new energy car manufacturers on the domestic market attention. From the market point of view, China's new energy automotive market has a strong temptation and development potential, 2016 China's new energy vehicles production and sales are more than 500,000, and in 2011 less than 10,000. 5 years of rapid development, so that manufacturers smell the huge potential of the domestic market demand. In addition, the Chinese government for the development of new energy vehicles policy is also very attractive, although the new energy vehicle subsidies and land reclamation is a foregone conclusion, but recently the Ministry of Industry issued a dual passenger policy to allow the industry to see hope. According to the double integral policy in the new energy vehicle integral management system shows that the technical strength of the manufacturers can rely on their own advantages to obtain a large number of new energy points, while additional new energy points can be used for trading, which will bring huge profits for the manufacturers The Therefore, in the policy and the market a major positive moment, more and more new energy car manufacturers will continue to enter the domestic market.
The global development of new energy vehicles will drive the relevant intelligent driving hardware, automotive electronics and core lithium battery manufacturing and other electronic markets to further expand. We believe that the new energy vehicles is not the only platform for nurturing automotive electronics. However, under the support of our policy, the new energy vehicles have more first-mover advantage than the traditional automobile electronics, and their electronic level will be higher, creating the "new" concept.
New energy vehicles have a bright future, boosting the development of automotive electronics
Automotive electronics is the body of the car electronic control devices and automotive automotive electronic control device collectively, it is a sensor, microprocessor MPU, actuators, dozens or even hundreds of electronic components and components of the electronic control system. Automotive electronics contain a wide range of types, from automotive control devices such as power systems, vehicle control, chassis control and other automotive electronics to the car. From the hardware composition point of view, including such as passive devices, power batteries, LED lighting equipment, automotive electronics chips, various types of sensors and controllers and so on. It can be seen, automotive electronics are involved in a very broad area, the new energy vehicles demand, will also drive the automotive electronics industry related areas of development.
Distribution pattern of automobile electronics industry chain
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 promote the rapid development of China's auto electronics market. According to the forward-looking database data show that in 2016 China's auto electronics market size of 74.06 billion US dollars, the cumulative increase of 12.7%.
The growth of new energy vehicles is an important factor in boosting the development of automotive electronics. Compared with the traditional car, new energy vehicles are more dependent on automotive electronics. China's new energy vehicles in 2015 accounted for the proportion of sales, pure electric vehicles accounted for the vast majority of the proportion, which prompted the development of demand for power batteries, so as to power battery development provides a good opportunity. Secondly, people for the car's other functions such as driving safety, entertainment, automation, also have a greater demand, thus promoting the sensor, software systems, basic electronic components and other areas of growth.
ADAS usage will rapidly increase sensor integration into an important trend
Advanced Driver Assistance System (ADAS), through the information collection and processing, so as to assist the driver to detect the possible danger, and even active intervention in the active safety technology. At the heart of ADAS hardware are sensors (cameras, radars, etc.) and processors. As the world's automotive safety standards, the level of automotive electronics continues to improve and people's growing demand for driving safety, resulting in active security technology in recent years, ADAS system presents a rapid development trend. According to the US market research firm Strategic Analysis (IMS) data show that auto electrical equipment accessories market is expected to grow from 239 billion US dollars in 2015 to 2020, 303.3 billion US dollars. According to the IMS China ADAS market size statistics, China's ADAS market in 2014 and about 10 billion yuan, is expected to 2020, will be close to 80 billion yuan, the average annual growth rate of 30% -40%.
Deutsche Security Systems Product Development Asia Pacific Senior Engineering Manager Shen Junqiang pointed out that ADAS technology is currently in the rapid popularization stage, the future large-scale popularity depends on the development of standard laws and regulations, technology maturity, cost reduction and its behavior on the Chinese driver And the adaptability of traffic conditions. It is based on ADAS good market prospects, many parts companies competing to carry out the relevant layout.
From the current point of view, the sensor fusion can be divided into two main ways. One is the integration of hardware, is the laser radar and camera integrated in the entire PCB board, all the signal transmission is completed in the PCB board, directly in the control system BSD or microprocessor and control the laser microprocessor Between the exchange of data. Through the camera to the environment or the details of the target information passed to the AEB algorithm, you can enhance the performance of the entire sensor AEB function. The other is independent of the two sensors through the data bus for data exchange. For example, the camera will be in the target recognition and lane line information included in the bus sent to the radar processor, the radar processor in the environmental modeling or lane line prediction, travel track prediction to collect the data on the camera, so Get more accurate power control or stress control.
ADAS industry chain
ADAS market is currently dominated by foreign Tie1 system suppliers, in the commercial vehicle market, weibo, mainland China and Bosch three companies accounted for 60% of the market share; in the passenger car market, the mainland, Delphi, Denso, Austria Torrev and Bosch account for 65% of the share. Although the domestic has emerged a lot of independent brands of ADAS system providers and a small number of products have also entered the pre-installed market test, but after a late start, and ADAS need a longer technology accumulation in the short term is difficult to compete with foreign ADAS giants.
The development of the automotive industry to promote the field of lithium battery power
Lithium-ion battery since the date of birth, to seize the other secondary battery market share, while still creating new market demand. Lithium-ion battery first cut into the mobile phone, digital cameras, notebooks and other consumer electronics market, China's lithium battery market has maintained a high level of growth, is expected by 2020 the size of the lithium battery market will reach 200 million kwh. 2015, China's lithium battery market, consumer batteries occupy the highest share, but the power battery also plays a decisive role. Compared to smart phones, notebooks and other aspects of the application, the new energy vehicles require a larger demand for lithium, higher requirements. With the rapid development of new energy vehicles, lithium battery will bring the strong demand for power battery share is expected to rapidly increase.
Consumer lithium batteries are generally used in smart phones, notebooks, tablet PCs and other consumer electronics, and with this year's smart phone ownership gradually tended to saturation, smart phone demand growth has reached a new low. In this context, the growth trend of consumption of lithium batteries will be affected. Compared to smart phones, new energy vehicles, unmanned vehicles and other new automotive market demand continues to grow, this change will lead directly to some consumer lithium battery manufacturers began to plan to turn to the direction of power lithium battery.
In the rapid development of new energy vehicles in the region, more and more Chinese lithium battery companies began to among the forefront of the global lithium battery. Lithium battery on the scale of the enterprise market, the global market of 150 lithium batteries in the top 10 market reached 104.153 billion yuan, accounting for 66.4% of the global lithium battery market. Samsung, Panasonic, LG still occupy the top three, but Panasonic benefited from Tesla's drive to become the world's largest lithium battery business, LG in the field of power battery market share higher. In the top ten, a total of five Chinese lithium battery business, respectively, BYD, Ningde, Watima, God, Guoxuan, China's lithium battery business is still a small scale than abroad. Although in 2016, due to "cheat" storm, the domestic lithium battery industry has been affected, the growth rate has come down, but the new energy vehicle demand continues to rise, coupled with the recent policy and capital on the positive, domestic lithium battery Leading enterprises are expected to further develop.
Policy to promote the healthy development of domestic lithium battery industry norms
Recently, the Ministry of Industry introduced the "automotive power battery industry standard conditions", which Article 8 proposed lithium-ion battery single enterprise annual production capacity of not less than 8GWh watts. The goal is the previous "automotive power battery industry standard conditions" in the provisions of lithium-ion battery single enterprise annual production capacity of 40 times, equivalent to more than 100 billion output value. The main purpose of this policy is to focus resources, cultivate internationally competitive large-scale manufacturing enterprises, and the lithium battery market for effective integration. According to the Ministry of Industry statistics, 2009-2015, China's new energy vehicles supporting the power battery shipments from 266 million watts soared to 16.34 billion watts, just six years increased by 600 times. At the same time, for the new energy vehicles supporting the power battery business from dozens to 2016 more than 300. And these new power battery companies are a large part of the other areas from the transfer, Amotech there is a weak technical strength, lack of talent accumulation and other issues. Power battery industry is facing a low threshold of access, quite a mixed bag, uneven product quality, product safety is difficult to protect and other issues, and showing the phenomenon of low-end product overcapacity, has not yet formed a standardized and orderly market situation. The introduction of the standard conditions, Amotech limiting the blind expansion of the field of lithium battery situation, some backward small businesses will gradually withdraw from the market after a period of time, to a certain extent, the industry's leading enterprises to provide a basis for expansion.
Policy support to accelerate the import of automotive electronics chip replacement
In addition to the common multimedia entertainment system, intelligent key and automatic parking system, the chip is also widely used in automotive engine and gearbox control system, airbags, driving assistance system, electric power steering, ABS, electronic stability system (ESP), pedestrian protection, tire pressure control, power windows, lighting control, air conditioning systems, seat adjustment system, called the car's nerves. China's auto electronic chip market, the scale of the industry continues to expand in 2015 reached 31.8 billion yuan. But China's chip industry has long been foreign manufacturers to control, almost all rely on imports of automotive chips.
2010-2016 Smartphone shipments (in millions)
With the advent of automotive intelligence, car networking, safety vehicles and new energy vehicles, the use of automotive chips will be more extensive. China's "manufacturing 2025", "China's core" and other policies, chip import substitution demand is strong, the Government strongly support domestic manufacturers independent research and development chips, access to high value-added chain, the future independent research and development of automotive chip companies is expected to achieve a breakthrough, The international mainstream manufacturers supply chain, and gradually replace the imported chip. China's automotive electronics chip industry demand will continue to grow, China Merchants Industry Research Institute is expected in 2021, China's automotive electronics chip industry demand will reach about 50 billion yuan.
