The Wall Street Journal said in a recent report that chip makers are benefiting from the growing popularity of networking equipment and big data. Semiconductors bring brains to unmanned vehicles to help servers process data and also determine how quickly smartphones can handle text messages and streaming media. This has led to the spotlight in the chip industry, where the tech industry usually showed its unobtrusive low-profile image. The chip industry has grown to an annual size of 352 billion U.S. dollars.
Today, the subversive revolution in the automotive industry is giving the chip industry the next wave of success. With the gradual slowdown in the growth of consumer electronics such as smartphones, most analysts believe the next wave of semiconductor growth will come from cars. According to a survey conducted by research institute HIS, an ordinary new car currently can contain as many as 616 chips, up from 550 in 2013. The Gartner report states that the value of a chip in each car has soared from $ 250 in 2000 to $ 350 this year. Market research firm IC Insights statistics show that the past three years the global automotive market with a compound annual growth rate of 11% growth rate of the market in 2017 is expected to reach 28.8 billion US dollars, the fastest growing semiconductor market in the market Application areas.
Smart cars are fiery and autopilot is getting closer, with chipmakers competing in the battlefield moving from traditional PCs and smartphones to smart cars. The battle for control of the steering wheel is fierce.
Competition for the car "brain" platform layout is the trend
NVIDIA, Intel frequently released major cooperation or acquisition strategy. Intel first blockbuster acquisition of Israeli company Mobiley; followed by NVIDIA and Bosch jointly launched Xavier chip-based autopilot platform. At the same time, traditional car semiconductor manufacturers such as Bosch, Renesas, STMicroelectronics and others are unwilling to accept such restrictions. They are also constantly deepening their strategic plans in the automotive field and introducing new solutions to the trend of intelligent networking of automobiles.The company is located in:
Bosch Semiconductor has set up Driver Services Driving Division in 2012. In addition to providing a full range of ADAS solutions to a wide range of companies, Bosch Semiconductor has also developed driverless vehicles with Changan in China in April 2016 Conducted a 2000 km road test. Not long ago, Daimler also announced a partnership with Bosch, the two companies will speed up the production of "robo-taxis" (mass production). This cooperation, in addition to involving Daimler Benz and supplier Bosch, as well as NVIDIA. This company will become a partner of the Daimler-Bosch Alliance autopilot platform.
Renesas, which is one of the world's two largest car chip suppliers, has been a low-key player for a long time, but after a long period of silence, it also shortly before released a killer - a newly designed ADAS and autonomy platform Autonomy. This is the first time that Japanese chipmakers, the long-established automotive electronics industry, have released an important layout in the autonomous driving area. During an industry show earlier, Renesas unveiled its "Cloud-linked Automatic Parking System," "Smart Cockpit System," HD Vision System, and a comprehensive program of motor control for new energy vehicles. Series of programs.
Zhao Kun, vice president of automotive electronics Renesas told us that in the traditional automotive electronics business, Renesas has many related technologies and applications in the car's control system and entertainment system, in fact, in the end truly unmanned Before the car, there are already many technologies that can be used in advance in the car. Such as "cloud automatic automatic parking system." The system consists of an R-Car-based ADAS Surround Package and a RH850 P1H-C chipset complying with automotive ISO 26262 ASIL-D functional safety standards. The system is connected to the cloud's real-time parking management system via the Internet for information and integrated cameras and sensors Information, confirm the vehicle surroundings, then use multi-core chips for real-time processing, blocking the threat of external data, to achieve safe automatic driving.
Can see that in the past year, around the car's smart network, the fight for platform for automatic driving is escalating. According to a survey by Phil Magney, founder of VSI, an autonomous driving technology research company, autonomous driving modularization will occupy 50% of the industry value of L4 / L5 autonomous driving hardware, software, services and research and development in the entire industrial chain of autonomous vehicles. , Autopilot industry contains a huge market incremental space. But at the same time, he also pointed out that in the future industrial development, it is an inevitable trend to make a platform layout, and the platform can be used to integrate all the module processing nodes required for autonomous vehicles.
Automotive IC market growth is huge
Strategy Analytics report 2016 Automotive Semiconductor Market Share shows that NXP has achieved 14.2% market share in the automotive electronics chip market compared to its top competitors, Infineon and Renesas Renesas) is four percentage points higher. The report also found that the major source of revenue for chip makers from Japan to China, which means that the global automotive electronics industry structure has also been transformed. The innovation of electronic technology has greatly helped Hyundai Motor. From applications such as automatic parking to predictive braking, semiconductors have become an important factor in the evolution of Hyundai. The next generation of cars are inseparable from semiconductor security, communications, navigation and in-car entertainment upgrades.
With the deepening of intelligent, electronic and networked vehicles, the demand for computing and capacity of massive data has surged. This is exactly what Intel, Qualcomm and NVIDIA are good at, The market has become its natural choice.
Market research firm IC insights said earlier this year, the global semiconductor IC (IC only, excluding sensors and other automotive devices) market growth forecast from -2% to 1%, up from -1.2% last year increased, However, it is not difficult to see from this figure that the global semiconductor market is in weak demand and sluggish growth, which is related to the sluggish growth in the market for large demand for semiconductor chips such as communications, computers and consumer electronics. However, it is noteworthy that the automotive IC market in 2016 increased by 12% to 22.9 billion U.S. dollars. Although the current ITW switch automotive electronics IC share in the semiconductor industry is not large, but this is the fastest growing in all applications market. IC insights has estimated that it is expected to achieve an 8% CAGR from 2015 to 2019, which was already exceeded by 2016.
In the future, with the further promotion of unmanned, intelligent network and electrification, the level of automotive electronics will continue to increase and the market for automotive electronics will continue to expand to hundreds of millions of levels. For the semiconductor manufacturers, this will be a promising new blue ocean .
