Electronic enthusiasts eight o'clock in the morning: For the traditional manufacturers in the automobile industry ecological chain, it is not alarmist to say that the auto industry is facing a change in the past 100 years. From the demand side, green, shared travel and comfortable experience are the main driving forces for the transformation of the automotive industry. From a technical point of view, driverless, motorized, and networked are the three hotspots. From the market point of view, although the growth rate of the Chinese market is slowing down, shared travel may also reduce the sales of cars in the future, but McKinsey still predicts that the global car sales growth rate will be around 3.6% by 2020, and the actual data also shows that the demand for automobiles is strong. The latest data from China Association of Automobile Manufacturers shows that China's auto sales in 2016 reached 28.03 million units, up 13.7% year-on-year, returning to double-digit growth, while IHS data also showed that global car sales in 2016 were close to 90 million units. Unmanned, networked and electrified technologies have opened up more imagination for the already large-scale auto economy. McKinsey expects travel services and automotive data services to bring an additional $1.5 trillion to the auto economy by 2030. Revenue, coupled with the traditional car business from the current 3.5 trillion to 5.2 trillion, the entire car economy plate can reach 6.7 trillion US dollars, McKinsey painted a big cake for everyone. McKinsey predicts the size of the auto market in 2030 Although it is predicted that the market situation will be almost the same as that of the big jumper after ten years, almost no one will take your forecast data from the past ten years to be true, but McKinsey’s market research organization will naturally not say that from last year to this year. Both Silicon Valley and China have more and more venture capital to put their bets on startups related to the auto industry. The fatal temptation of the auto economy is ahead. The reason why it is fatal is that the impact of this wave of intelligence, electrification and networking will bring greater impact to the automotive industry than ever before. The auto industry, which has a history of 100 years, is actually very mature. There are not many opportunities for new companies to enter. There are only two new faces in the 15 automakers with the largest sales in the world in the past 15 years. In contrast, 10 of the top 15 manufacturers in the mobile phone industry are new faces. In the next fifteen years, the auto industry will never be as calm as before. The accumulation of engine technology by traditional manufacturers has become a moat that hinders the entry of new players. The electric drive technology will make this moat a Maginot line in the future, although this day is far away from us; networking will make The car has become a large mobile terminal, and the traditional car manufacturers of the data service business are also involved in a small number. Everyone is standing at the same starting line; the demand for computing power and new sensing technology by the unmanned technology makes the new players who are watching the game have a chance to cut through. . Whether it is travel service company Didi, Uber, Internet giant Google, Baidu, or emerging car company Tesla, etc., have been rushing to the battlefield. The automaker has suffered an impact, so what is the status of the first- and second-tier suppliers as OEMs? Whether it is a Tier 1 supplier or a Tier 2 supplier that includes electronic semiconductor component manufacturers, it is necessary to prepare for the transformation to meet the changes that have not happened in this century. What kind of situation is facing electronic components and semiconductor manufacturers, and how to deal with it? I summarize it into a few words: opportunities are more than risks; the more basic components, the smaller the risk, the more certain the growth, but the lack of explosive growth opportunities; the more complex components, the higher the risk, but there is an explosive Growth opportunities; complex chip manufacturers will go more and more directly with the OEMs than the first-tier suppliers; the ultimate pursuit of technological crafts has the opportunity to establish their own moat; the open mind can follow the evolution of the times, will avoid becoming " A victim of a major environmental change. In recent decades, the cost of electronic components has increased year by year due to the continuous addition of new functions and new devices. According to Strategy AnalyTIcs, vehicle sales have grown at a compound annual growth rate of 6.2% from 2009 to 2016. The annual compound growth rate of electronic modules in each vehicle is 8.5%, and the compound annual growth rate of semiconductor parts is 10.2%. The average chip value per car increased from $250 in 2009 to $333 in 2016. Growth rate of automotive, electronic components and automotive chips from 2009 to 2016 "Three-in-one" will accelerate this trend. Taking the smart trend of driverless cars as an example, JPMorgan estimates that sales of semiconductor devices for driverless vehicles will reach $7.3 billion by 2025, with a compound annual growth rate of 62.5% from 2017 to 2025. . What is this concept? In 2015, global automotive semiconductor sales totaled only $30 billion, so Morgan estimates that the average chip value per car will increase from the current 300 to 400 dollars to 400 to 500 dollars in 2025. JPMorgan Chase's forecast of the market trend of driverless cars The unmanned technology with artificial intelligence as the core is not yet mature, so there are many variables. 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