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why are we optimistic about automotive semiconductors?

2015-10-31

in recent years, semiconductor mergers and acquisitions have been frequent, many of which are aimed at focusing on automotive electronics and aiming at the growth temptation of automotive semiconductors. for example, the acquisition of nxp by qualcomm earlier is the largest representative. why is this automotive chip, which accounts for less than 10% of the global semiconductor industry, favored by manufacturers?
 
   with the electronization and digitization of automobiles, automobiles have become the 4c of the electronic industry. with the growth of information, communication and consumer electronics, the explosive power of the 3c has weakened. the automobile industry seems to have become an area that many electronics companies are eager to enter, such as alex, ihs semiconductor and electronic components market analyst according to liu, more and more automobile manufacturers are focusing on energy saving and green energy, as well as pursuing higher safety and better overall driving experience. based on the above reasons, there is an increasing demand for higher performance semiconductor components in various automotive applications, such as direct injection engines, advanced driver assistance systems and safety applications.
 
. according to the prediction of iek, the global automotive semiconductor market will reach us $30 billion this year, with an annual increase of 10%, due to the accelerated development of smart vehicles.
 
in addition, according to the global semiconductor outlook released by idc, a market research organization, driven by strong demand from automotive and industrial customers, it is estimated that the total output value of the semiconductor industry will reach us $352 billion, with an annual growth rate of 5 percentage points. according to idc's prediction, the output value of automotive semiconductors will grow in double digits, that is, 11% annually until 2019. for this year (2015), the growth rate is estimated to be 23.1%, and the total sales volume will reach 32 billion us dollars.
 
   when talking about the contribution of automotive semiconductors, of course, we must mention the demand for automotive semiconductors in the mainland market. according to the latest report of ihs, the revenue of automotive ic market in mainland china is estimated to account for 11% of the total automotive ic market in 2015, with a scale of us $6.2 billion; although the growth rate of automobile sales in mainland china has slowed down in recent years, the demand for higher performance chips driving applications such as power system, automotive infotainment system and body convenience system continues to grow.
 
   in the mainland market, freescale semiconductor occupied the leading position in the mainland automotive ic market in 2014, accounting for 15.5% of the market; stmicroelectronics accounted for 14% of the mainland automotive ic market, ranking second. nxp semiconductors ranked third, with a 12% market share of automotive ic in mainland china.
 
new situation of automotive semiconductor ranking
 
however, the list of automotive ic suppliers in mainland china is not the same as that of global automotive ic suppliers. in 2014, renesas electronics, a japanese company, was the leading supplier of automotive ic in the world. infineon technologies of germany ranked second, while italian semiconductor, freescale and nxp ranked third, fourth and fifth respectively. it is worth noting that with the acquisition of nxp by qualcomm, new changes have taken place in the future of automotive semiconductor.
 
recently, semiconductor manufacturers have been rushing to attack the semiconductor market. for example, stm has made progress in the solution of internet of vehicles (v2x). v2x is the key to intelligent driving. v2x can achieve communication between vehicles and infrastructure, as well as between vehicles and infrastructure. at the same time, it can carry out safety and mobile applications in wireless range, such as providing warning messages with unforeseen vision, or preventing traffic congestion by coordinating traffic signals.
 

  v2x can improve the safety, traffic congestion and environmental impact of road users. in this regard, stm said that the second generation v2x chipset solution released recently by the company can meet the road safety law of the internet of vehicles to be issued in the united states, and it is expected to launch design in with the leading manufacturers of intelligent driving system in 2016. st is working with israel autotalks to develop the second generation v2x chipset, and is expected to design and develop with the market leading intelligent driving system manufacturers in 2016.

   the new chipset adopts advanced encryption engine. in addition to achieving strong security verification performance, all wireless network transmission messages are verified to ensure that all required security messages are encrypted. at the same time, the risk of data management caused by unauthorized access can be minimized. it is understood that many system manufacturers have chosen autotalks technology.
 
renesas electronics is a 32-bit vehicle microcontroller series dedicated to instrument assembly. it is understood that networked vehicles generate a lot of information from automotive networks, cameras and multimedia systems. this trend has led to a strong demand to transmit the above-mentioned information to drivers in an easy to understand and easy to read manner. with the widespread use of images in instrument assemblies, color lcd screens have also been widely used to improve the display ability and readability. appropriate pictures should be provided at the appropriate time to enhance the communication with drivers. various instruments, images and head up displays are combined in the screen.
 
in response to this demand, renesas's 32-bit automotive microcontroller series is designed for entry-level and mid-level automotive systems, integrating instrument control, graphic display and functional safety into a single chip, while reducing the cost of system bill of materials (bom) and expandable product development, and assisting in the implementation of instrument assembly system with high reliability color lcd screen. according to renesas, samples of related products have been supplied, and mass production is scheduled to start in april 2016. it is estimated that the production capacity will reach 4 million pieces per month by april 2018.
 
complete wafer technology platform for vehicle demand
 
. for example, united power recently released umc autosm technology platform for automotive application chip design company. at a recent forum held by the united power station, yan bowen, the company's chief executive, said that with the rapid increase of silicon chip content in each new car, it is generally believed that the compound annual growth rate of the automotive chip industry will surpass that of other semiconductor market segments.
 
umc auto is an all-round solution platform, including various technical solutions certified by aec-q100 in the automotive industry. the process covers 0.5 μ m to 28 nm. liandian said that all the processes in its wafer plants meet the strict iso ts-16949 automotive quality standards. in addition, united power is also committed to the development of umc auto platform's proprietary certification design model, silicon intellectual property and wafer specialist design suite, in order to meet the ever accelerating evolution of the automotive industry supply chain, and assist chip design companies to master the application of internet of vehicles and various sensors.
 
it is understood that united power is currently producing a variety of key automotive electronic components, including advanced driving assistance system (adas), safety, body control, infotainment and engine room applications. these chips made by united power have been widely used by world-famous car manufacturers in japan, europe, asia, the united states, etc.
 
. applications such as reverse photography, intelligent transportation system v2x, guiding vehicles to bypass congestion and other applications will be further developed, which will affect the strategy and business model of smart vehicle electric products in the future, and will also promote the demand for related automotive semiconductors and memories to increase significantly.