New energy vehicle record high?

[hot spot] which IC demand will soar! New energy vehicle production and sales record high?

What kind of semiconductor devices benefit?
Under the strong demand, what kinds of semiconductors can benefit from this wave of new energy vehicle development?

According to the relevant report of Kaiyuan Securities Research Institute, the specific application fields of semiconductors in smart cars can be divided into five categories.PCB Manufacturing

MCU is particularly important in this kind of chip. At the end of 2020, MCU chips will be the first to lack core in the automotive industry. At present, the supply of this chip is still tight. The intelligence of automobile also puts forward higher performance requirements for the performance of vehicle specification MCU. 32-bit MCU is popular in the market. According to IHS data, it is estimated that the global market scale of vehicle specification MCU will reach US $7.35 billion in 2025, of which 32-bit MCU will account for 76.6%.
Foreign manufacturers are highly monopolized in the vehicle specification MCU market. Chip giants such as NXP, Infineon, Renesas electronics, Italy France semiconductor, Texas Instruments, Bosch, ansenmey and microchip technology account for 63% of the global vehicle specification semiconductor market.PCB Assembly
However, under the background of the industry “lack of core” event, domestic manufacturers are accelerating their rise. Some domestic manufacturers said that the application proportion of domestic vehicle gauge MCU is jumping from

almost 0 to 5% – 10%. At present, the domestic mature vehicle specification level MCU suppliers include BYD electronics, jiefa technology, Xinwang micro, Neusoft carrier, etc. In addition, Zhaoyi innovation, Beijing Junzheng, Ziguang Guowei, Zhongying electronics, Lingou innovation (jingfengmingyuan) and other domestic design enterprises are increasing the R & D and certification of vehicle specification level MCU.

Communication chip
Communication chip is mainly used to send, receive and transmit communication signals, including baseband chip, RF chip, channel chip, power line carrier communication chip, etc.
In this field, upstream chips are basically monopolized by leading enterprises such as Qualcomm, Huawei and Broadcom, and it is difficult for emerging manufacturers to replace them.PCB Assembly
Energy supply chip
It is mainly used to ensure and regulate energy transmission, mainly discrete devices. Specifically, it includes power management chip, transistor (IGBT, MOSFET, etc.).c
The global giants of such chips include Infineon, Masson Meigao, Anson Meimei, Italian French semiconductor, Roma, Weishi, etc; Market participants in the domestic IGBT industry include star semiconductors, macro micro technology, times electric, BYD semiconductor, new clean energy, Yangjie technology, jiejie micro electricity, Shilan micro, China Resources micro, Wentai technology, etc.
It is worth noting that in terms of single vehicle semiconductor cost, power devices account for the highest proportion. McKinsey’s data show that in the current average semiconductor cost per traditional car, $118 is the cost of power devices, accounting for 17%; In the average semiconductor cost per pure electric vehicle, the cost of power devices is $387, accounting for 50%.PCB Assembly