Automotive electronics introduction
Even if automobile sales fluctuate, with the development of trends such as automobile intelligence and electrification, the value of automotive electronics in the entire vehicle has increased year by year, and the rapid repetitive computing technology has allowed automotive electronics companies to maintain steady growth throughout the year.
Automotive electronics, also known as "vehicle-grade electronic components", refers to the general term for all electronic equipment installed on the car. It is composed of electronic components and is used to sense, calculate, and execute the various states and functions of the car. . Automotive electronics can be divided into four categories: connectors, sensors, controllers, and actuators. Electronic technology was introduced into the automobile industry in the 1970s, first in the engine fuel injection control system, which greatly improved fuel efficiency. At present, automotive electronics have been widely used in chassis control, power system, body control, fault diagnosis, audio, communication, and navigation. Automotive electronics have significantly improved the overall performance of vehicles, turning vehicles from a means of transportation into a comprehensive platform with multiple functions of transportation, entertainment, office and communication.
The scale of the automotive electronics market is expanding year by year. Benefiting from multiple favorable factors such as the electrification, intelligence, and networking of the automotive industry, and the rapid increase in the cost of automotive electronics in the entire vehicle, the growth rate of the automotive electronics market has far exceeded that of the entire vehicle market. In 2018, the global automotive electronics market was 1.58 trillion yuan. In the future, with the application of autonomous driving, driverless technology and new information technology in automobiles, the automotive electronics market will continue to grow.
(UniMax automotive electronics architecture, UniMax is a professional Tier 1 automotive electronics supplier, ASUS Group, has many implementation achievements, automotive electronics products have passed IATF16949 certification)
The automotive electronics industry chain is divided into three levels. The upstream of the first level is electronic component suppliers, including IC design manufacturers and discrete component manufacturers. Midstream is a Tier 1 supplier, mainly engaged in the design, production and sales of automotive electronic modular functions, such as UniMax. The downstream is OEM& OEM. The last layer is Tier 2 and Tier 3 suppliers, generally small and medium-sized companies, with low control over the industrial chain and low technical content.
The automotive electronics industry has a high technical threshold, a long certification cycle and large industry barriers. First of all, automotive electronics smart manufacturing equipment requires full automation of production lines in production, testing, packaging and other processes, focusing on the integration of production process technology, hardware, software, and application technology. Secondly, the production process of automotive electronics is complex, with many types of raw materials, high assembly matching and high quality requirements. Leading automotive electronics manufacturers require automotive electronics smart manufacturing equipment to have information and intelligent functions, to achieve data acquisition and transmission, analysis and application, quality traceability, incoming materials and consumables management, full-process inspection and other functions. Therefore, automotive electronics manufacturers have higher requirements for product quality, and the barriers to entry into the automotive electronics smart manufacturing industry are relatively high. At the same time, the planning and stability of equipment system research and development, manufacturing and upgrading are relatively high. Leading companies in the automotive electronics industry have a high market share, an obvious head effect, and a high degree of market concentration. The top three companies in the industry account for 70% of the entire market. Leading companies have a greater advantage.
The proportion of automotive electronics costs has steadily increased, and intelligence, networking, and electrification have become the development trend of the automotive industry. Since the 1960s, automotive control systems have shifted from mechanization to electronics, and the proportion of automotive electronics costs has gradually increased, with some luxury models accounting for more than 50% of automotive electronics costs. As people's requirements for car comfort, safety, convenience, etc. gradually increase, the automotive electronics market is promising. From a technical perspective, automotive electronics can be divided into three levels: basic technology layer, electronic control system layer, and human-vehicle environment interaction layer. From the perspective of application, automotive electronics can be divided into electronic control systems and automotive electronic devices. The electronic control system is used in conjunction with mechanical devices to determine the safety, comfort and overall performance of the car.
(UniMax Combiner Type HUD, Has cooperated with international car maker, passed IATF16949 certification)
Automotive electronic devices mainly increase the added value of the car, improve the degree of intelligence, entertainment and informationization of the car, and do not affect the running performance of the car. For example, HUD, wireless charging, ivi system, and DVR are all common car electronic products. The proportion of automotive electronics in the total cost of automobiles has been increasing year by year. With the development of automotive intelligence and networking, the proportion of automotive electronics in the cost of the entire vehicle is expected to reach 50% in 2030. Therefore, the automotive electronics industry has more room for development.
