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Automotive electronics industry reform has given birth to opportunities in the semiconductor industry

Abstract: intelligence has promoted the carrying quantity and performance of semiconductors in automobiles. New energy vehicles have a strong demand for power devices. Automotive intelligence has brought massive information storage demand. Automotive electronics has become the driving force for the development of new semiconductor technologies

the automotive electronics industry is undergoing a round of profound changes. In the future, automobiles will develop in the direction of safety, interconnection, intelligence and energy saving, where glass fiber composite automobile firmware OEM plants lack overall engineering experience. New products and functions such as advanced automobile driving assistance system (ADAS), driverless, car service (v2x) and new energy vehicles are emerging in endlessly. Algorithm chips, millimeter wave radar, laser radar The rapid development of new MEMS sensors and other technologies has also brought four development opportunities for semiconductor enterprises

opportunity 1: intelligence promotes the carrying quantity and performance of semiconductors in automobiles.

the trend of automotive intelligence makes the growth of automotive electronic semiconductor market no longer depend on the increase of automobile output, but on the increase of the number of automotive semiconductors

adas system requires a large number of CMOS sensors, MEMS sensors and detection radars of various principles to perceive the surrounding environment, such as identifying traffic signs, identifying obstacle types, measuring the distance between obstacles and vehicle body, calculating relative moving speed, etc

at present, the mainstream ADAS system solutions include CMOS sensors, microwave radar and core computing chips. The fully automatic driving autopilot 2.0 system assembled by Tesla automobile includes 8 cameras, 12 ultrasonic radars and a forward detection radar

it is estimated that the cost of semiconductors in a completely driverless car will exceed $1000, while the current cost of semiconductors in each car is only about $350

opportunity 2: new energy vehicles have a strong demand for power devices

the electrification of the power system of new energy vehicles has greatly increased the use of power devices. The power generation and transmission process of new energy vehicles is quite different from that of gasoline engines, which requires frequent voltage conversion and DC/AC conversion. In addition, pure electric vehicles have high requirements for endurance mileage, and electric energy management needs to be more refined. To realize the above functions, a large number of inverters, transformers and converters are required, and the demand for power devices such as IGBT, MOSFET and diode is much higher than that of traditional vehicles

according to the data of strategy analytics, the semiconductor cost of pure electric vehicles reached $704, which doubled compared with $350 of traditional vehicles, of which the cost of power devices was $387, accounting for 55%. Among the new semiconductor costs of pure electric vehicles compared with traditional vehicles, the cost of power devices is about $269, accounting for 76% of the new costs

opportunity 3: the intelligent automobile brings the demand for massive information storage

in the future, the automobile will not only be a means of transportation, but also a center for information collection, calculation and transmission, which puts forward higher requirements for information storage

first, the storage demand of on-board infotainment system (IVI) is increasing. The size of IVI system's display is getting larger and higher, the resolution is getting higher and higher, and the information carried is also more complex and rich, which puts forward higher requirements for storage space and speed. Memory products are generally promoted to the automotive field after the consumer electronics applications are mature. In recent years, 1. The use of anchorage fatigue testing machine has significantly increased the frequency of updating automobile memory. The DDR2 Memory used in ordinary cars has been popularized from consumer electronics to automotive systems for five years, while the lpddr4 memory has been in use since 2015. In 2016, automotive product verification has been started, and it is expected to enter the market in 2017

second, the storage requirements of ADAS system are increasing. Adas system needs large storage space and high storage speed to support the rapid response ability of the system. In particular, the number and resolution of image sensors are constantly improving, resulting in the demand for massive data storage. Meguiar, a leading automotive memory chip enterprise, has launched a 240gb on-board solid state hard disk that can be used in ADAS system. The operators mistook the digital hard disk

opportunity 4: automotive electronics has become the driving force for the development of new semiconductor technologies

the extremely high requirements for product reliability and life in the automotive electronics field make only mature semiconductor technologies can be promoted in the automotive field, and emerging technologies are rarely used in the automotive field first. In recent years, automobile has gradually become a new carrier of electronic information system, promoting the development of emerging automotive semiconductor technology

first, automobile electronic drive lidar is developing to solid state. At present, the mainstream lidar is a mechanical structure, which is very expensive. It was previously used in remote sensing, military, surveying and mapping and other fields. Solid state lidar uses MEMS mirrors instead of mechanical structures to control the emission angle and direction of laser beams, which greatly reduces the cost and has the price advantage of entering the field of civil automobiles

second, the development of automotive electronic driven millimeter wave radar to low-cost CMOS technology. Millimeter wave radar was previously used in missile guidance, short-range radar, fire control radar and other military fields. The application requirements of unmanned driving and ADAS promote the installation of millimeter wave radar on vehicles to improve the driving assistance performance of vehicles, and promote the continuous progress of millimeter wave radar technology and the continuous reduction of costs. Millimeter wave radar chips are mainly based on SiGe technology, and CMOS technology with lower cost will become the mainstream technology in the future

third, new energy vehicles promote the application of new SiC power devices. The draft of the s catalogue for new energy vehicles includes two parts: 1. It is the advantageous application fields of IC power devices in the national catalogue of industries encouraging foreign investment. Compared with traditional Si based devices, SiC power devices have the characteristics of high temperature resistance, high voltage resistance, high-speed switching, lower switching loss and on resistance, which makes the power system smaller and lower energy consumption. However, SiC technology is not as mature as Si technology, with very high price and low market share. In the future, the demand of new energy vehicles for fine power management will drive the rapid progress of SiC device technology

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