Analysis of the development prospect of 开云·kaiyun官方网站a processing for automotive electronics

Analysis of the development prOSPect of 开云·kaiyun官方网站a processing for Automotive electronics

With the popularity of automatIC driving and new energy vehicles, the order growth of automotive electronic 开云·kaiyun官方网站A manufacturers has been driven. At the same time, due to the high demand for stability in automotive electronic 开云·kaiyun官方网站A processing, the automotive electronic 开云·kaiyun官方网站A processing manufacturers are making better profits. Here we will introduce the development prospect of automotive electronic 开云·kaiyun官方网站A processing.

1. Automatic driving and new energy vehicles have greatly increased the use of automobile 开云·kaiyun官方网站. With the gradual transition of traditional vehicles to automatic driving through ADAS and the promotion of new energy vehicles, the penetration rate of automobile electronics has been continuously improved, and the use of automobile 开云·kaiyun官方网站 is becoming more and more extensive. It is expected that in the future, with the maturity and popularization of technology, the level of automotive IT will improve, and various functions will become more and more rich and practical, and will continue to penetrate from high-end to low-end.

2. Millimeter wave radar has generated a huge demand for high-frequency 开云·kaiyun官方网站 circuit boards for automobiles. At present, automobile millimeter wave radars are in rapid development. It is expected that the average number of millimeter wave radars used by a single vehicle will continue to grow in the future, and the demand for automobile radar 开云·kaiyun官方网站 circuit boards will also grow rapidly. And radar high-frequency circuit has high requirements for 开云·kaiyun官方网站 board and manufacturing process. Therefore, automobile radar 开云·kaiyun官方网站 will bring higher value.

3. New energy vehicle power battery BMS

As one of the hardware bases of BMS, 开云·kaiyun官方网站 components will also benefit from its industry development. At this stage, the area of 开云·kaiyun官方网站 used by luxury cars is about 2-3 square meters. We conservatively assume that the 开云·kaiyun官方网站 used by new energy cars is 2 square meters, with 2000 yuan per square meter. In 2020, the global 开云·kaiyun官方网站 market size of new energy cars will also reach 16.4 billion yuan.

4. The entry threshold of vehicle 开云·kaiyun官方网站 is high, and leading manufacturers have a huge first mover advantage

Due to the special working environment, safety and high current requirements of automobiles, the requirements for 开云·kaiyun官方网站 reliability and environmental adaptability are very strict. Zero defect rate is the basic requirement for suppliers of international manufacturers, which also determines whether they can enter the field of Automotive 开云·kaiyun官方网站. Due to the high access threshold of automotive 开云·kaiyun官方网站, automotive manufacturers generally do not change suppliers that have passed the certification at will. Therefore, once the manufacturer can successfully enter the supply chain of international large factories, it will not only bring long-term stable orders to the company, but also bring relatively expanded growth space for the company's operation due to the high threshold industrial characteristics. Therefore, the first mover advantage of leading enterprises is very obvious.