Looking at the electronic changes in the automotive industry from the lights

Lei Feng Network (search "Lei Feng Network" public concern) : Author of this article Zhu Yulong, automotive industry engineers. Special Topic: "New Driving Say: Autopilot Those Things | Zhu Yulong"

(Photos from the map network)

This article describes the changes in the industry, in fact, reflects the choice and ups and downs of people, in the general trend of the company is following the trend to go, not to mention people.

Let's talk about a few things first and take a comprehensive look:

1)Samsung Said in Talks to Buy Assets of Fiat Auto-Parts Unit

For $3 billion, Marelli has been rumored to have been sold and sold many times, but this time it may not be the same. FIAT really wants to buy it. Samsung really wants to buy it.

2) Sales of automotive electronics chips

Osram sells LED modules to enter the top ten chip manufacturers of automotive electronic semiconductor devices, 646 million US dollars.

Due to the consolidation of Freescale, Osram entered the top-10 ranking of automotive suppliers for the first time in 2015. Osram is the global leader in automotive lighting and has enjoyed double-digit growth over the past three years, thanks to the number penetration Of light-emitting diodes (LEDs) in new vehicles.

We start from the system structure of the lamp and go forward with the lamp.

LED technology and modularization make the integrator work less

The intelligence of the lights makes it more important that the system software replaces the characteristics of some of the original lights themselves.

The features of the car's iterative exterior and the features that consumers feel directly have become faster and faster.

The days of intermediate integrators face more challenges

With the development of technology, the hardware technology is more and more biased towards the integration of chips and modules. It is a car company that moves closer to the previous stage and transmits the original demand = “Tie1=” Tie2 chip. The knowledge and experience accumulated in the middle segment are Replaced Tie2's technological advancement and knowledge acquisition and design integration.

With the management and control of the cost of various car companies, the pursuit of technological development has accelerated the transformation of the entire automotive electronics industry, the B2B industry, and the entire channel has become more simplified.

Car prices as a selling point with cool software features and consumer experience

The original knowledge and ability to comply with the regulations of car lights began to spread through various modes.

In the case of Samsung’s potential purchase of Marelli, Samsung cares about:

Acquired Tie1 for original and automotive OEM channels

Acquiring some of the missing professional lamp-level integration experience through acquisition

Through acquisitions, it is possible to achieve a long-term integration effect in the future, and to share the risk of development of the entire industry in the (automobile-LED) profit-stable automotive electronics market.

This is actually the same with Samsung's acquisition of magna's battery system business (Samsung SDI to Acquire Magna International's Battery Pack Business in February 2015). Samsung has a core resource of batteries, integrating Tie1 to achieve channel, and capacity effects. Then get benefits by reducing the size of the transaction.

We now see that with the large-scale integration of the chip industry, the integration of vehicle companies, the scale effect is further fused, and the Tie1, which is the middle part of the automotive parts, is particularly electronic, relying on the original electronic technology (this is to simplify The company that has eaten with software is not gradually being integrated with the core resources in the future development.

To sum up, there is probably the following conjecture:

Professional automotive electronics manufacturers, due to volatility, will be integrated by diversified groups to expand business scale

The automotive electronics manufacturers in each unit will continue to integrate and merge, and multiple mergers will occur.

Slightly disturbed, some fluctuations occurred, car manufacturers will come out to further promote integration

Several suspensions and handicap production shutdowns occurred this year -

Toyota Motor stopped production of special steel for six days in February 2016

In April 2016, Toyota's supply chain was hit hard by Kumamoto and hit a national shutdown.

In July 2016, General Motors and supplier CCM reached agreement to terminate the suspension of production crisis.

In August 2016, the supplier’s out of stock has affected the mass production loss or reached 100 million euros.

With the extension of car companies' modularization, the trend of cost reduction will continue. Parts will have more big fish to eat small fish, and the rear end will eat the front end. The automotive electronics engineers can consider for themselves, electronic technology. Development also makes individuals as duckweed. Dear readers, happy weekend!

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