core point
Automobiles have become an important growth pole for semiconductors, focusing on the two main lines of “data flow and energy flow”. In the context of vehicle electrification, intelligence, and networking, the automotive supply chain is being restructured in value: with electric energy as the axis, the vehicle is upgraded from the vehicle to the networked intelligent mobile terminal, forming a competition with hardware, software and services as the core Elements have become a new blue ocean for the extension of the electronics industry chain. As an important growth pole of semiconductors, the corresponding incremental space of the automotive market is developed along the two main lines of “energy flow” and “data flow”. The energy flow provides the underlying energy support for the car, and the data flow provides the car with top-level control and rich scenarios.
The sales of new energy vehicles continued to be strong, and the demand for parts and chips rose simultaneously. Sales of new energy vehicles maintained strong growth in March: GAC Aian became the first car company to exceed 20,000 units, and Xpeng, Nezha, Ideal and Leapmotor all exceeded 10,000 units. Previously, the national sales of new energy passenger vehicles in February were 246,000 units (YoY+160%), and the number of new energy passenger vehicle motor electronic controls was 271,000 units (YoY+140%), of which the all-in-one electric drive system The installed capacity is 140,600 units (YoY+134%); the installed capacity of OBC and BMS is 245,700 units (YoY+160%) and 246,100 units (YoY+160%). As the installed capacity of electric drive systems, on-board chargers and battery management systems continues to increase, the global supply of automotive MCUs, PMICs, IGBTs and other chips continues to be tight. Infineon, STMicroelectronics and other major manufacturers have issued price increase letters, and supply and demand are expected to be tight. The situation is expected to continue into 3Q22.
The volume and price of semiconductors driven by automotive electrification have risen. In the process of vehicle electrification, electric energy replaces fuel as the energy source for driving the vehicle, and the power electronic structure and energy flow of the vehicle change: the new “three-electrical system” is the battery, motor, electronic control system and supporting DC-DC modules, batteries. Management, on-board charger and other systems to complete the distribution and management of electric energy in the car. Correspondingly, the power semiconductor content for energy conversion is multiplied (the value of a pure electric vehicle is more than 1,000 US dollars). According to Yole’s forecast, the global new energy vehicle power semiconductor market will increase to US$5.6 billion in 2026, with a compound growth rate of 26%; of which, SiC modules will reach US$1.74 billion, accounting for 31%; IGBT modules will reach US$22, accounting for 39% .
ADAS is expected to penetrate rapidly, and autonomous driving chips and visual perception chips will meet the changing situation. Yole predicts that the global ADAS penetration rate will increase from 12% in 2021 to 49% in 30 years. During this period, L1-L2 level (including L2+, L2++) ADAS models will be the main force. The improvement of the autonomous driving level requires the upgrading of the car’s environmental perception and planning and decision-making capabilities. The computing chip, which is the core of the autonomous driving domain controller, is evolving in the direction of greatly improving the AI computing power, so as to meet the needs of real-time processing of massive amounts of sensor data from a wide variety of types and the need for complex roads. make driving decisions in the environment. On the one hand, the upgrade of visual perception drives the volume and price of vehicle CIS to rise. ICVTank predicts that the global vehicle CIS market size will increase from US$3.81 billion in 2021 to US$9.07 billion (CAGR18.9%) in 2026; on the other hand, it may promote vehicle ISP to CIS Or the change of vision processor SoC integration, independent ISP, CIS and vision processor design companies all welcome new market opportunities.
“One-core multi-screen” has gradually become the development trend of intelligent cockpit, and the cockpit chip is advanced in the direction of large computing power. The intelligentization of the car cockpit is to improve the driver’s situational awareness, trust, comfort, better user experience, usability and safety by enhancing the interactive experience in the car. According to ICVTank’s forecast, the smart cockpit market space will increase from US$40 billion to US$68.1 billion. With the evolution of the cockpit from distributed to domain control, it has gradually become a development trend to rely on one SoC chip to run multiple operating systems and drive multiple display screens for integrated interaction (ie “one-core multi-screen”). Significantly improve the development of CPU, GPU, and AI computing power.
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