Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

With the continuous improvement of technology, the electrification and intelligence of automobiles are driving the development of the semiconductor industry. Since semiconductors are widely used in various automotive subsystems, automotive semiconductors have become the direct beneficiaries of automotive electrification and intelligence.

Its main impacts include:

1. The increase in the number of sensing devices such as cameras and radars has promoted the market for semiconductor devices such as CIS, lasers, and MEMS;

2. The upgrade of autonomous driving from L2 to L4 will drive the increase in the amount of computing chips such as ASIC and GPU used for decision-making;

3. The upgrade of the power transmission system from fuel-fueled engines to hybrid and pure electric drives greatly increases the amount of power semiconductors.

Automotive semiconductor classification

Automotive semiconductors are mainly classified according to the different technologies and devices involved. According to the different technologies, they are mainly divided into power IC, IGBT, CMOS, SOC, etc. According to the device classification, it can be divided into MCU, ASIC, ASSP, analog device, discrete component, memory, and micro device. Optoelectronics and sensors, etc.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

The development history of automotive semiconductors

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

Panorama of the automotive semiconductor industry chain

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

market background

China’s auto market continues to grow

Statistics show that in 2018, the overall automobile industry was operating smoothly. Affected by policy factors and macroeconomics, production and sales were lower than expected at the beginning of the year. The annual automobile production and sales were 27.809 million and 28.81 million respectively, ranking first in the world for ten consecutive years.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2010-2018 China’s auto sales statistics)

Car electrification

With technological progress, the high cost of batteries and limited charging capabilities have been resolved, and electric vehicles have entered a new stage of development. The production and sales of pure electric vehicles will further increase, and the demand for automotive semiconductors will continue to rise. The data shows that in 2018, the production and sales of pure electric vehicles were 986,000 and 984,000 respectively, a year-on-year increase of 47.9% and 50.8% respectively.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2011-2018 China’s pure electric vehicle sales statistics)

The rise of self-driving cars

With the continuous promulgation of national favorable policies, the driverless industry is developing rapidly, and a large amount of capital enters the industry. Driverless driving has become a popular direction for global automotive technology research and development. The driving market is in a stage of rapid development.

At present, domestic technology giants such as BAT and Huawei are actively deploying unmanned vehicles. The industrial structure is not the same. They are deploying the autonomous vehicle market in different ways such as new companies, cooperation, and development of software systems.

Market development status

The composition of automotive semiconductor segments

Microprocessors, power semiconductors, and sensors are the mainstay of automotive semiconductor applications in the market.

The data shows that in the composition of the automotive semiconductor analysis field, the microprocessor market takes the top spot, accounting for 22.8%; the second is power semiconductors, accounting for 21.2%; the third is the sensor, accounting for 22.8% 14.4%.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(The composition of automotive semiconductor segments)

Proportion of automotive semiconductor consumption

In traditional cars, IC consumption accounted for the largest proportion, accounting for 23.2%, followed by power semiconductors accounting for 20.8% of traditional automotive semiconductor consumption, and sensors ranked third.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(Proportion of consumption of traditional automotive semiconductor types)

Power semiconductors are the majority of the newly added semiconductors used in pure electric vehicles, accounting for 56%.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(Proportion of semiconductor type used in pure electric vehicles)

China’s automotive semiconductor sales

Semiconductors are the core components of automotive control systems. Driven by automotive electronics, usage scenarios continue to expand and market demand continues to rise. Data shows that China’s automotive semiconductor market sales have continued to grow steadily since 2012, from 3.97 billion U.S. dollars to 7.99 billion. The US dollar has grown by 4.02 billion US dollars in seven years, with an average annual compound growth rate of 12.37%.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2012-2018 China’s automotive semiconductor market sales statistics)

Market application

Automotive electronics market

The automotive electronics market is growing rapidly. In 2018, my country’s automotive electronics market reached 704.9 billion yuan. The direct driving force for the growth of my country’s automotive electronics market demand is mainly manifested in two aspects: First, the development of the entire automotive market. As the carrier of automotive Electronic products, the output and growth rate of automobiles directly affect the development of the automotive electronics market; the second is the increase in the degree of automotive electronics.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(Proportion of automotive electronics value in different models)Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2015-2020 China’s automotive electronics market scale and forecast)

new energy vehicles

In 2018, the production and sales of new energy vehicles were 1.27 million and 1.256 million, respectively, an increase of 59.9% and 61.7% over the same period of the previous year. Among them, the production and sales of pure electric vehicles were 986,000 and 984,000 respectively; the production and sales of plug-in hybrid vehicles were 283,000 and 271,000 respectively; and the production and sales of fuel cell vehicles were 1,527.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2013-2018 China’s new energy vehicle production statistics)Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2013-2018 China’s new energy vehicle sales statistics)

smart car

In recent years, my country has actively developed intelligent networked vehicles, and unmanned driving technology has been further promoted. Companies such as BAT have entered the market and increased investment in research and development technology. In 2018, China’s smart car market reached 79.78 billion yuan. At present, the domestic driverless cars are still in their infancy, and the blueprint for the future has been laid out in multiple applicable fields. China is expected to become the largest driverless market. It is expected that China’s smart car market will further grow in 2019, reaching 98.4 billion yuan.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

(2014-2020 China’s smart car market scale and forecast)

Industry-related companies

Enterprise layout

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

The electrification and intelligence of automobiles have brought a lot of new demand to the automotive semiconductor market. With the rapid development of China’s automotive downstream market, rising demand provides development opportunities for automotive semiconductors. Through the acquisition of foreign manufacturers, Chinese manufacturers are actively deploying automotive semiconductors in the fields of new energy and smart cars. At present, Chinese manufacturers are gradually deploying power semiconductors for new energy vehicles and smart cars. Representative manufacturers include BYD, CRRC, China Microelectronics, Cambrian Technology, Horizon and Vimicro.

Data analysis of the status quo of automotive semiconductors, local brands are gradually emerging

Industry development prospect analysis

Automotive semiconductor sales forecast

As semiconductors are gradually embedded in various products from automobiles, and with the emergence of emerging technologies such as artificial intelligence, virtual reality and the Internet of Things, electric vehicles have entered a new stage of development, driving the rapid development of automotive semiconductors. It is expected that China’s auto Semiconductor market sales will increase further, reaching 8.78 billion U.S. dollars.

(2014-2020 China’s automotive semiconductor sales and forecast)

Prospects

1. The national industrial policy encourages industrial development. The Chinese government attaches great importance to the development of the semiconductor industry and has introduced a number of related industrial policies and development plans, which have played a vital role in promoting the development of the semiconductor industry and the optimization and upgrading of the industrial structure.

2. Promoted by favorable policies, demand in the automotive semiconductor market is rising. With the continuous advancement of new semiconductor technologies and the promotion of favorable policies for new energy sources, the demand for automotive semiconductors continues to rise. In the future, major domestic automotive manufacturers are expected to use automotive semiconductors on a large scale.

3. A large number of companies deploying automotive semiconductors Driven by the strong growth of the downstream market, my country’s automotive semiconductor market has also ushered in a relatively rapid development. The market’s demand for automotive semiconductors has promoted the gradual deployment of automotive semiconductors.

4. Overseas giants withdraw from China, and local brands are gradually emerging. Under the market trend of electrification and intelligence, Chinese manufacturers are actively deploying automotive semiconductor new energy and smart cars through the acquisition of foreign manufacturers. Domestic local brands have channel advantages and high cost-effectiveness. , Gradually open the market.

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