Integrated supply of automotive electronic systems into new trends
February 14, 2023
As the perfect combination of the automotive industry and the electronics industry, the development of the automotive electronics industry is more rapid than that of the automotive market. It is estimated that the annual growth rate in recent years has exceeded 50%, which is an important factor in driving the development of the auto industry. So far, the vast majority of foreign large-scale multinational automotive electronics companies have set up factories in China. In order to further expand its market share in China and develop products that meet the needs of Chinese automotive customers, it has gradually begun to introduce assembly and production from SKD and CKD to establish a large-scale R&D center in China. Products are also from a single high-end market. Developed to almost all automotive electronics products.
Compared with the multinational automotive electronics companies, nearly 1,000 automotive electronics companies in China are still in a state of small size, single product, and low technology content. However, as the country attaches importance to the automotive electronics industry, the pace of development of China's automotive electronics industry is gradually accelerating. We have also seen a large number of IT and home appliance companies starting to get involved in the automotive and automotive electronics fields. I believe their joining will definitely have a profound impact on China's automotive electronics. At the same time, some relatively strong automotive electronics companies in China have begun to enter the market occupied by foreign auto electronics companies. We have reason to believe that in a few years, China will certainly have a number of stronger automotive electronics companies that can base themselves on the domestic and develop the world.
In the coming years, the development of automotive electronics will continue to focus on automotive networks, communications systems, automotive multimedia, powertrains, chassis control, safety systems, and body control. As a technology that is relatively simple and not a key part of a car, body control is the direction in which Chinese domestic automotive electronics customers can give priority to development.
As the core of automotive electronics, the development of automotive electronics semiconductors is an indispensable part of automotive electronics. However, compared with foreign automotive electronics semiconductor manufacturers, China’s automotive electronics semiconductors are almost zero. For a long time, China’s automotive electronics semiconductors will also rely on foreign countries. Automotive electronics semiconductor suppliers are relatively concentrated, with the top 14 automotive electronics semiconductor suppliers accounting for nearly 73% of the market. Freescale Semiconductor (formerly Motorola Semiconductor) has a market share of 12.9% and continues to lead the industry with absolute advantage. At the same time, in order to further consolidate and expand its position in the automotive electronics semiconductor market, major automotive electronics suppliers are constantly introducing new semiconductor products and are also constantly launching mature automotive electronic solutions to meet the needs of the market. demand.
It can be said that this is a welcome change for the automotive electronics market in China. This will enable Chinese automotive electronics customers to master advanced automotive electronics as quickly as possible and develop advanced automotive electronics as quickly as possible. As an automotive electronics semiconductor supplier, while providing good semiconductor devices, we must also devote ourselves to becoming a supplier of automotive electronic system solutions.