With the development of automobiles gradually moving towards the era of unmanned vehicles, ADAS advanced driver assistance systems are becoming more and more popular, and international IDM and IC design factories are gradually investing. The industry estimates that the number of automotive electronic ICs will double next year, driving another wave of semiconductor industry in the future. At the peak, TSMC estimates that automotive electronics will become the driving force for the growth of the semiconductor industry in the next four years. The automotive electronic chips will be popular, including: accumulation (3527), original phase (3227), Liwang (3529), Weiquan Electric (2436), Lingyang (2401), and Jingyi (6411) will benefit from the profitability of electronic business opportunities for vehicles next year.
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TSMC said that with the development of various key technologies, autonomous vehicles and electric vehicles are becoming more mature. ADAS advanced driver assistance systems and in-vehicle entertainment service systems require high-performance processors and sensors to drive the growth of semiconductor high-order logic processes. And drive the special process CMOS, MEMS, PowerIC and other needs. Foreign capital is also optimistic that TSMC will be the main beneficiary of future OEM orders for automotive electronics.
In recent years, the accumulation has gradually entered the automotive market, cutting through the aftermarket. The product application includes indoor reading lamps, decorative lighting, taillights, etc., and gradually entered the front-loading market. Currently, Magna rear-view mirror backlight LED driver IC products have been supplied. And with many European automotive component suppliers certification, next year is expected to see results.
Liwang cut into the panel driver IC for vehicles, and cut into the panel driver from the original power management IC. Due to the long certification time of the vehicle, the customer development case needs to be carried out for a long time. Once the certification is passed, the product has a long life cycle and can bring stability. Revenue; At present, automotive electronic customers have been designed and finalized, and the largest automotive electronics manufacturers in Europe have begun to import, and Liwang will cut into the smart car field.
At the end of last year, Wei Quandian began to ship the automotive ring test image chip. It is equipped with the same specifications as the international car manufacturer's ADAS chip. It has the function of reversing radar to detect the rear image. Weidian Electric mainly focuses on Chinese mainland car manufacturers and Asian car manufacturers. The current monthly shipments are at a thousand levels.
The Electrostatic Protection Component Factory has developed a controller area network interface (CANBus) transmission receiver for automotive and industrial control applications to attack the ADAS market. In addition to the DVD chip, Lingyang has entered the front loading equipment from the automotive aftermarket. The ADAS chip has no dead angle photography and lane departure warning function, and has successfully entered the aftermarket.
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