Changes in the automotive electronic value chain
Release time:
2023-05-11 17:41
Source:
Although the performance of the Q1 automotive market this year did not meet the expectations of many people, the recent popularity of the Shanghai Auto Show and the continuous growth of new energy vehicle penetration can still be seen as the role of automotive electronics as the "industry engine" during the entire electronics industry downturn.
Moreover, as the conclusion of the Shanghai Auto Show, Dalian Lianda Holdings also held a special automotive technology application roadshow with the theme of "Driving towards the Future: Booking for the Next 2015 galloping world".
The layout of the General Assembly in the field of automobiles should have been relatively early. This company has not yet released its 2022 annual report - based on its 2021 annual report, Dalian United University has a special layout in the "automotive" direction according to its product application field. At that time, the specific application areas of the automotive industry included the Internet of Vehicles, in car entertainment systems, body electronics, and body safety; Specific solutions include AI vehicle recognition, interior ambient lighting, through type tail lights, ADAS level 2, and more.
We also interviewed Shen Weizhong, the president of the China region of the United Nations University of Commerce and Trade, at the event site, mainly discussing several hot topics in the automotive market. On the one hand, due to its scale and coverage, the United Nations University of China has a strong voice in the electronic product market; On the other hand, from the perspective of component distribution agents, the automotive market is relatively more holistic.
But in the long run, "this industry will still maintain a stable growth trend in the next five years." Shen Weizhong said, "From the perspective of semiconductors, whether it's body control, power devices, sensors, etc., for component distributors, it will continue to see growth." From a national perspective, "the development of the automotive industry has become a livelihood industry in various countries, Especially under the global trend of carbon reduction, the development trend in the next 5 to 10 years will not decrease. Whether it is in terms of the number of cars, the penetration rate of electric vehicles, or the development of automotive related semiconductors, it is quite optimistic.
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