Only by laying the "foundation" can we have the right to fight for the electronic market for IC vehicles.

The automotive electronics market has become a must for the global IC design industry. Although the IC design industry has the characteristics of rapid development, high price, and accurate positioning, it is still difficult to match the IDM factory for a long time. The quality is stable and the yield is better. With high competitive advantages, brand car manufacturers have their own trusted suppliers. Even global tier IC designers such as Qualcomm, NVIDIA and MediaTek are planning to have a place in the global automotive electronics market. Ma Bu is at least 3 to 5 years old.

Global brand car manufacturers use advanced driver assistance systems (ADAS) to increase the proportion, update entertainment information systems more frequently, and new applications such as driverless and autonomous driving continue to rise, global chip suppliers will see the automotive electronics market For the new wave of the main battlefield, it may play an important role in the growth of the semiconductor industry in the future.

Only by laying the "foundation" can we have the right to fight for the electronic market for IC vehicles.

IC design operators said that although advanced driver assistance systems or automotive entertainment information systems do have room for chip manufacturers, even core algorithms for driverless and autonomous driving, the competitiveness of first-line IC designers is more promising. But if you return to the core issues that brand car manufacturers are most concerned about, including sustainable supply for several years, it will be beyond the imagination and ability of the chip industry.

Brand car manufacturers have high requirements for the scalability of chip supply. For example, chip products designed and manufactured by upstream wafer foundries 10 years ago may need to be manufactured and prepared in an orderly manner after 10 years. Upstream component suppliers, the high scalability of this chip supply, the ability of the chip industry to be competent will be a big problem.

As for the most popular unmanned driving and autonomous driving applications in the near future, although the global auto factory will continue to invest and guide the development of related technologies, it may be difficult to see the legal norms, traffic safety and field testing procedures within 3 years. Satisfactory results, subsequent evolution of related technologies and applications still need to be observed.

Global IC design companies have announced that they will enter the automotive electronics market and launch new solutions such as chips, modules and platforms to try to get branded manufacturers to pay, but the market share of existing automotive electronic chip suppliers continues to grow steadily. International IDM plants, including TI, Renesas, NXP, Infineon and STMicroelectronics, have made great gains in the global automotive electronics market, even the world's largest NXP, a vehicle electronics supplier, has sparked interest in the acquisition of Qualcomm and Texas Instruments.

Although the brand car factory intends to try new advanced driver assistance systems or car entertainment information systems, and constantly test the feasibility of autonomous driving or driverless driving, compared to the global IC design industry to push chip and module solutions, brand car manufacturers have The international IDM partners are still more popular, IC design operators have to knock on the door of branded automakers, and still need a lot of struggle.

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