Components take the lead in the electric car to take off the future of the automotive industry market "new" to play a leading role

According to the latest data from the China Association of Automobile Manufacturers, China’s auto production and sales will exceed 18 million in 2010. This figure will exceed the highest level in the United States and set a new global record. With the deepening industrialization of automobiles and auto parts, the world’s largest auto market will be favored by global semiconductor manufacturers following consumer electronics, communications, and computers. Under the impetus of various new technologies, China’s auto and parts industry market will grow. It will accelerate development. What opportunities and hot spots will be bred in this accelerating market in the future? What kind of trend will China's auto parts industry show in 2011?

Operational Globalization Markets are More Concentrated In order to reduce costs and occupy the market, many auto parts and multinational companies have developed toward internationalization. European auto parts manufacturers have invested overseas to carry out international production; North American auto parts manufacturers have invested in Europe, and also want to expand the market in Eastern Europe; Japanese auto companies also continue to establish their own branch production facilities in the world. The emerging Asian market is the focus of competition among major auto parts and multinational companies, and China is even more of a must-see. According to Luo Baihui, a research fellow at the China International Economic Development and Research Center, most of the world’s top 20 auto parts companies have set up offices or investment holding companies in Beijing or Shanghai, such as Delphi, TRW, Bosch, etc. . At present, Delphi has established 15 joint ventures in China, manufacturing and manufacturing more than 100 auto parts and systems, becoming the most powerful auto parts group in the Chinese market.

Major auto companies in the world have reformed their supply systems and implemented global production and global sourcing. They have changed from purchasing from multiple auto parts manufacturers to purchasing from a few system suppliers; from single auto parts procurement to module procurement; and from domestic procurement Turn into global procurement. The reform of the entire vehicle manufacturer's procurement system requires that auto parts manufacturers continue to adapt to it. It not only requires auto parts manufacturers to expand their own strength, improve product development capabilities, and achieve system development and system supply, but also requires them to shorten Development cycle, providing quality and cheap products. This change has advanced the process of mergers and acquisitions and restructuring of the auto parts industry worldwide.

With higher market concentration, OEMs are gradually becoming more modular and systematically purchasing, and collaboration between suppliers is becoming closer. As a result, the global auto parts supplier system gradually evolves into a pagoda-shaped structure, and the The entire supply chain is responsible for management, making the cooperation between supply chains more standardized. Companies that develop in this way are top-notch in their respective markets. They occupy 80% of the market and dominate the high-end market. The CEO of a parts and components company stated: “With the rapid growth in the production and sales of complete vehicles, the parts and components companies have encountered a golden opportunity. If they miss the fast train, they will lag behind and will be eliminated.”

Major auto parts manufacturers have applied aerospace, aerospace and electronics technologies to auto parts and assemblies. Safety, electronics, energy-saving technologies and environmental protection technologies have been widely used in automobiles. In particular, new technologies represented by electronic information technologies have not only been widely used in automotive products, but have also been extended to various aspects such as development and design, trial production, production, and management; they have not only been applied to individual automotive parts but have also been applied to them. System assembly.

Joint Automotive Electronics is a joint venture company. It has established three R&D centers in China at a “sigh of relief”. Through continuous practice, exploration, and improvement, R&D strength has greatly increased, making it easier to develop new projects. It appears to the company that : "The market is changing rapidly, customers are increasingly demanding time, and with R & D strength, close to the user will win."

Component companies set up R&D centers that can “quickly” meet the urgent needs of the market and rapidly develop products; can “quasi” and be close to the market, achieve “localization”; can “new” and apply more new technologies to production Among them, both to ensure quality and reduce costs. In fact, some of the new technologies are component companies that are leading auto factories.

Electric vehicles welcome development opportunities Because there is no pollution, electric vehicles are strongly supported by the governments of various countries. Will the electric vehicle market take off in 2011? Can automotive electronics manufacturers benefit from it? Onsen Semiconductor’s Herve Branquart said that due to the impact of government incentive programs and the success of the Toyota Prius hybrid vehicle in the market, more and more OEMs are releasing motor-based automotive models. However, the semiconductor market has not yet prepared for this type of automotive technology. Most of the components that were developed for such first vehicles are derived from existing products used in industrial or commercial applications.

“We think that the market will not produce more than 5% of the cars produced each year from 2018 to 2020. The main reason is that auto and Diesel Engine manufacturers actively respond and continue to improve the performance of their products, but EV/HEV There is still work to be done to introduce start-stop technology, to obtain reliable and producible lithium-ion battery technology, and to maintain a global business model for battery maintenance. The industry is still studying various models, but the standards are yet to be introduced." Adding, "by 2020, 5% of the market share is multiplied by 5 times higher than that of semiconductor products, which is equivalent to one-fifth of the overall semiconductor market. Therefore, this is not a small market for us. ."

Freescale’s Marc Osajda also believes that hybrids and pure electric vehicles will develop rapidly after 2015. He believes that by 2020, the total number of electric vehicles will account for 8% to 10% of the global total. "But Freescale has long been involved in the research of electric vehicles. We have developed power MOSFETs for EVs, MCUs, and SoC devices that help extend battery life," he added.

Fujitsu's Ding Jiezao said that Fujitsu is very optimistic about the development opportunities for pure electric vehicles in China and will assist China's related electronics manufacturers and auto manufacturers in jointly developing a series of solutions based on battery management systems, motor controllers, and electric vehicle graphic instruments. In these schemes, the main control devices used include the complete battery control unit MB91F467BA plus MB96F315, MB91F267NA motor control MCU, and MB86R01GDC graphical instrumentation control SC and so on.

Linear Technology believes that the electric vehicle and hybrid vehicle market will continue to heat up, and Linear Technology focuses on the technology of electric vehicle power management.

Wu Yanxiang of Atmel said that in the field of electric vehicles and hybrid vehicles, Atmel mainly provides next-generation motor drive systems based on its ultra-low-power MCU. In addition, Atmel also developed a second-generation lithium battery management system.

In support of electric vehicles, Infineon is undoubtedly one of the hardest suppliers. Its goal is to become the first supplier in the field of electric vehicles. "Infineon has a very big advantage in the field of electric vehicles, electric cars and traditional cars. The big difference is the establishment of a complete set of high-voltage systems, and we have always taken the lead in high-power devices." Mark Munnz, Infineon’s Automotive Product Line Director, Automotive Division, emphasized that “In addition, we are the world’s largest car. Semiconductor device suppliers, so that we can just combine the two expertise, applied to electric vehicles, we can provide the best electric car solutions."

Safety fuel consumption has become a key indicator of consumption In 2009, China’s auto market was already the largest in the world, but automotive electronics manufacturers did not benefit from it. "If we look at the components of semiconductors used in each car, you can see that the average automotive semiconductor component in North America, Europe, and Japan and South Korea is twice the semiconductor component of Chinese cars." The ON Semiconductor Automotive Solutions Market Herve Branquart, director of marketing, points out that "one of the reasons for the low level of automotive semiconductors in China is that local automakers and global OEM brands target the lower end of the automotive market with less electronic functionality, and thus meet the customer's desired final target price."

Ding Jie, an electronic product manager at Fujitsu Semiconductor Automotive, also pointed out that “we think there are two main reasons for this result. First, the range of products that Chinese automotive electronics manufacturers can provide is not wide enough, and most of them are focused on car audio. Some areas, such as instrumentation, anti-theft, and body control, are still difficult to deal with in the core areas of vehicle chassis safety and power systems. Second, price competition is too fierce, leading to cost pressures and increasingly thin profits."

However, the data show that the total sales of overseas cars for the first time in 2010 exceeded that of domestic brands, which means that consumers no longer use price as the sole measure. Beijing Yipai Consulting's survey shows that Chinese consumers pay attention to the following factors: Safety, fuel consumption, actual price, appearance, etc., this is undoubtedly good for automotive electronics manufacturers. Ding Jiezao stated that Fujitsu Semiconductor helps China's automotive electronics manufacturers gradually enter the core supporting fields such as automobile chassis safety and power systems by providing reference design solutions. The focus of attention is on market applications such as motor control, electronic power steering, night vision systems, and remote control. And other applications.

Faced with this trend of development, Shen Weiming, general manager of Tyco's electronics division in China, believes that the hot topics in 2011 will continue to be green, safe, comfortable and efficient last year, and major OEMs expect to obtain from secondary suppliers. Solutions that can be adopted immediately to meet their rapid development needs.

Herve Branquart said that ON Semiconductor will help customers develop energy-efficient solutions that reduce emissions, improve fuel economy, and enhance lighting, safety, and connectivity into infotainment power systems.