These IC Demand Will Rise! New Energy Vehicle Production At A Record High

According to CCTV reported on November 23, finance, due to the shortage of "core" to remain on hold, and new energy vehicles than traditional gasoline car is faster, and new energy car sales continue to boom. According to the China association of automobile manufacturers, according to the latest figures released on November 10 in new energy cars off sales hit a record high, 397000 vehicles a year and respectively38, 30000 vehicles, rose 12.5% and 7.2%, year-on-year growth of 1.3 times.

The new energy vehicles is how to fire up, what are the semiconductor device can benefit the wave of new energy car sales jumped good?

Market and policy, double drive car semiconductor so quantity and price

According to industry experts, chip for new energy vehicles and fuel cars are equally important, such as the core components of ESP (body), electronic stability system chip, not only used in traditional vehicle, new energy vehicles to use also. From the point of single vehicle, new energy vehicles chip usage to more than the traditional fuel vehicles, but the situation is, pick up the car of new energy vehicles cycle shorter than traditional fuel cars.

CCTV financial reporter recently visited in Beijing Asian games village automobile exchange a circle found that several automobile 4 s stores have no car for sale now, sales staff told reporters, in contrast, with the core of less fuel car of car cycle is generally longer than new energy vehicles, as a result, many consumers to pick up the car in a hurry, are turning to the new energy vehicles.

Why do new energy vehicles is not short of core? Insiders say is not the new energy vehicles is not short of core, but the vendor's chip cargo strategy is more focused on the use of new energy vehicles, which is dependent on the policy of double integral driver.

By the ministry of the departments for car companies to release the double integral of policy, drive clear of new energy vehicles industry. Double integral, is refers to the average fuel consumption points and new energy vehicles, the government by the two aspects, the passenger car integral calculation management of enterprise, guide enterprises to reduce fuel consumption. Double integral policy clear, 2021-2023, the proportion of new energy vehicles integral, 14%, 16% and 18%, respectively, showed a trend of rising year by year.The law of "double integral" is both automakers survive, is also a tangible asset. Production of a range of pure electric vehicles can achieve the highest standard, car companies naturally prefer to give priority to the new energy vehicle production scheduling, chip for the balance of nature will tilt to the new energy vehicles., Li Shaohua stressed, deputy secretary-general of the China association of automobile manufacturers according to the technology development of now, firms simply by conventional cars have been unable to meet the requirements of the double integral management, it must be the size of the increase of the production and sale of new energy vehicles, only in this way can meet the requirements of standards, regulations and policies.

Dual driven by market and policy, the car a full-blown rules on the requirements of the semiconductor market. According to the forecast day wind securities, China's new energy vehicles in 2025 is expected to reach 600-7 million, by the measure of China's new energy vehicles semiconductor market scale is expected to reach 6.28 billion in 2025-7.32 billion dollars. Large chip application as the new energy car fall to the ground, car gauge semiconductor also usher in a wave of so is quantity and price.

In terms of "quantity", byd chairman and chief executive wang chuanfu recently said "in the field of semiconductor, electric demand for semiconductors than traditional car demand for semiconductors increase 5 to 10 times.

China's auto chip industry innovation strategy alliance secretary general Mr Yin said: fuel car chip usage is hundreds of orders of magnitude, and new energy smart car demand will reach 1500 or even 2000, demand for chips will be more than 50%.Vehicle gauge semiconductor rise sharply push up demand for single car using semiconductor chips. Relevant research data shows, at present, single car chip value to an average of $350. And pure electric vehicles chip value up to $770, high-grade electric vehicle can be more than $1500 (RMB 9580).

What type of semiconductor device benefit?

Calculation and control chipSuch chips with micro controller and logic 1 c is given priority to, mainly used for computational analysis and decision making, can be divided into master control chip and auxiliary chips.In this kind of chip MCU is particularly important. First appeared at the end of 2020, automobile industry of iron core is MCU chip, current this chip supply remains tight.The intelligent car, on the performance of vehicle gauge McU also raised higher performance requirement. 32 bit gauge MCU are welcomed by the market. In 2025, according to IHS data, expects global car level gauge MCU market scale will reach $7.35 billion, including a 32-bit MCU proportion will reach 76.6%.Vehicle gauge MCU high monopoly market allows foreign manufacturers, grace wisdom pu, infineon, renesas electronics, stmicroelectronics, Texas instruments, Bosch, manufacturing, such as micro core technology chip giant accounted for 63% of the world's car semiconductor market rules.But under the background of industry "iron core" event, domestic manufacturer is accelerating rise. There are domestic manufacturers, said chinese-made gauge ICU application proportion is from almost jumped to 5% - 10%. At present, the domestic mature car suppliers including byd electronic level gauge MCU, jie technology, core in micro, neusoft, carrier, etc. In addition, trillion jun is easy to innovation, Beijing, purple light micro, ying in the electronics, LingOu innovation (crystal FengMingYuan), and other domestic design companies are overweight vehicle gauge level MCU development and certification.

Memory chipsMemory chips are mainly used for data storage capabilities, concrete containing DRAM (dynamic ram), an SRAM (SRAM), FLASH, FLASH memory chips), etc.Car rules stored giants such as samsung, SK hynix, Chinese enterprises to participate in this area is less, temporarily at present, Beijing jun is, poly shares, mega easy innovation and so on is remarkable.

Memory chipsMemory chips are mainly used for data storage capabilities, concrete containing DRAM (dynamic ram), an SRAM (SRAM), FLASH, FLASH memory chips), etc.Car rules stored giants such as samsung, SK hynix, Chinese enterprises to participate in this area is less, temporarily at present, Beijing jun is, poly shares, mega easy innovation and so on is remarkable.

Communication chipCommunication chip is mainly used for sending, receiving and transmission communication signals, including baseband chip, rf chip, chip, chip power line carrier-current communication channel, etc.In the field, the upstream basic by qualcomm, huawei, broadcom chip leading enterprises such as monopoly, and emerging manufacturers replacement is difficult.

Energy supply chipMainly used to ensure and adjust the energy transmission, give priority to with discrete device. Including power management chip, transistor, IGBT, MOSFET, etc.), etc.This kind of chip global giants have infineon, beauty, beauty is high, the manufacturing, stmicroelectronics, roma, vishay, etc; IGET struck in domestic industry market participants including starr semi-conducting era, macro to micro technology, electrical, byd semiconductor, science and technology, new clean energy, Yang jie jie jie micro electric, silan, China resources, WenTai science and technology, etcIt is important to note that at the bike semiconductor cost, power devices accounted for the highest. McKinsey, the data show that the current average traditional car in the semiconductor has $118 in costs is the cost of power devices, 17%; On average every pure electric car in the cost of power semiconductor devices cost is $387, accounting for 50%.