The rapid development of automotive electronics soon exceeds the imagination!

The automotive industry is facing a wave of unprecedented opportunities. Cars are becoming more and more like "computers with four wheels." It is worth noting that the current revolution in the automotive industry is similar to the mobile phone industry in 2000. A large number of disruptive technologies have emerged. The traditional auto giants have become more and more closely connected with suppliers of electronic information technology equipment and chip makers. The higher the degree of autonomy, the higher the requirements for sensors, electronic brains, and information exchange chips. When the growth of smartphones, the mainstay of consumer electronics, slowed down, major industry giants invariably took a look at the huge market prospects of smart cars.

The automotive industry is facing a wave of unprecedented opportunities. The new generation of information and communication systems, new energy and new materials technologies and the automotive industry are accelerating integration, the ecological and competitive landscape of the automobile industry has undergone profound adjustments, new demands and business models have emerged, the global new energy automobile industry has been fully developed, and major countries in the world have increased. The layout of the smart networking and new energy vehicles.

In recent years, a large amount of capital has flowed into the field of smart cars, and its development speed has exceeded the imagination of the outside world.

According to the China Automotive Industry Development Report recently released by the Development Research Center of the State Council, the current average cost of electronic products for new car vehicles in China is about 10%, and the proportion of car electronic products has reached about 10% to 25%. The average cost of electronic products in each car in the world already accounts for about 35%. There is still a certain gap between China's automotive electronics industry and the international average, and there is huge room for future development.

Not long ago, two luxury car giants Mercedes and BMW unveiled the CASE strategy. The four letters of CASE represent: Connected, Autonomous, Shared&Services, and ElectricDrive. These four directions of development will undoubtedly become the main theme of the automotive industry in the future. In fact, the relationship between the four major directions is very large. The technologies behind it are the most popular areas of the Internet of Things, artificial intelligence, sharing economy and environmental protection.

It is undeniable that 70% of innovations in automotive development come from automotive electronics. Among them, the use of semiconductor technology accounts for nearly 80% of technological innovation. Automotive electronics represents the most advanced and core technology of automobiles, and it is a breakthrough in the technology industry. The key lies. With the maturation and development of electronic technology, the integration of parts has become a historical trend. More and more electronic technologies and chip technologies are being used in vehicles to drive the development of the entire automotive electronics industry chain. In the ongoing competition and integration between the old and new forces, the automotive electronics industry is experiencing diversified high-speed evolution and development. Potential.

According to research by the research institute HIS, an ordinary new car can currently contain up to 616 chips, compared with 550 in 2013. The Gartner report points out that the value of chips in each car has soared from 250 dollars in 2000 to 350 dollars this year.

In its recent report, the Wall Street Journal also pointed out that the continuous popularization of networking equipment and big data has greatly benefited chip manufacturers. Semiconductors bring brains to driverless cars, help servers to process data, and determine the speed with which smart phones process text messages and stream media. This leaves the unknown chip industry at the forefront of the current battle in Silicon Valley. The chip industry has grown to 352 billion U.S. dollars annually.

With the rise of ADAS, automotive infotainment systems, and autopilot technology, the demand for smart cars for computing and capacity for mass data has increased rapidly. It is Intel, Qualcomm, and Infinity, which companies are good at, that the car chip market has become Its natural choice. At the same time, traditional automotive semiconductor manufacturers such as Bosch, Renesas, and STMicroelectronics are unwilling to be controlled by others. They are also continuously deepening their strategic layout in the automotive sector and are launching new solutions to the trend of the smart network of automobiles.

Old and new players have entered the game, from Internet companies to car manufacturers, from traditional semiconductor manufacturers to start-up companies, have already invested in the new battlefield around the future of the automotive industry.

The domestic automotive electronics market has grown rapidly. On the one hand, the promotion of the development of China's auto industry and the upgrading of domestic auto products from the country and the government will enable China's auto electronics market to enter a period of stable and rapid development. The position in the global automotive electronics industry will further increase and become the largest in the world. One of the automotive electronics markets. Taking the development of the automobile industry in Shanghai as an example, according to the introduction of the secretary of the Shanghai Economic and Trade Commission, Yan Zhiqin, automotive electronics is one of the key tasks of the Shanghai government. In 2016, Shanghai focused on unmanned driving and vehicle networking and promoted the integration of automobile industry innovation. The related work has made breakthrough progress. The parking facilities in the Pudong Lujiazui area have been intelligentized and the Internet has been transformed to effectively enhance the travel experience. The use efficiency of the parking lot has promoted the construction of China's first intelligent network-linked automobile demonstration base, and the demonstration area has formed more than 50 scenarios covering safety, efficiency, information service and communication capability testing, and has provided testing services for complete vehicle parts and components companies. At the same time, it also organized the completion of 29 standardized test specifications and management process construction, launched a three-year action plan for the Shanghai Car Connectivity Initiative, and cooperated with the city's traffic improvement work, and actively promoted the demonstration applications and standards of automotive electronic signs.

The subversion and challenges facing the future automobile industry will also be unprecedented. Inter-industry cross-border integration will be more in-depth than ever before, and the boundaries between many industries will be further blurred, creating new cross-domain cooperation models and eventually forming a large industrial ecology.

As pointed out by Liu Fen, the director of Smart Driving Department of SAIC Group, in a recent automotive electronics professional forum, “From the perspective of technology trends, whether it is an IT company or an Internet company, once it is involved in the smart car network, the current car Having sufficient driving functions is the basis for the entire system to operate.In this environment, the role and value of vehicle companies is not currently substitutable by IT or the Internet. Based on this cooperation foundation, companies in different fields are adequately equipped. Great wisdom to push forward a hybrid business and jointly explore a new ecological solution."

The future has come and a drama around the auto "brain" market has begun. This will be a “hybrid business” consisting of old and new players, such as traditional car companies, auto parts industry, semiconductor companies, the Internet, and IT companies. They need to seek common ground while reserving differences and explore new cars together on the basis of cooperation. The development path under industrial ecology.