The continuous innovation of electronic information technology such as the Internet, big data, and intelligence is changing our lives. In this era of Internet of Everything, the global automotive electronics industry has also ushered in a golden period of development. It is predicted that by 2016, the global automotive electronics market will reach 240 billion US dollars, with a compound annual growth rate of 9%. Among them, China's market size will reach more than 500 billion yuan, and maintain a compound growth rate of more than 15%. In the current market, foreign-funded enterprises occupy a monopoly position, while China's automotive electronics industry is facing a technical dilemma.
Market competition is further intensified. It is understood that more than 20% of the current cost of the entire vehicle comes from the electronic system, and in the near future this proportion may exceed 40%. From the data point of view, for the automotive electronics manufacturers, automotive electronics The big cake of the system has been really "eyes".
From the current market demand, the safety of automobiles, the increasingly stringent regulations on energy conservation and emission reduction, and the demand for automobiles as smart entertainment tools have all contributed to the continuous expansion of the capacity of the automotive electronics market.
In terms of vehicle safety, the current development of passive safety technology is near saturation, and active safety systems such as anti-lock braking system (ABS), brake force distribution system (EBD), body electronic stability system (ESP), infrared imaging, etc. Technology has been continuously applied in the market and has become an important development direction of automotive safety and technology.
In terms of energy saving and emission reduction, electronic technology is required for traditional energy vehicles, including engine electronic control and management systems (EMS), electronically controlled automatic transmissions (ECAT), electronically controlled steering systems, and vehicle start/stop systems. For new energy vehicles, it includes drive motors and drive control systems, battery and battery management systems (BMS), vehicle electronic control systems, and thermal management systems. It is worth noting that the vigorous development of the entire industrial chain of new energy vehicles will accelerate the pace of further development of electronic technology and control systems.
In terms of smart entertainment, the high growth rate of Internet of Vehicles, Autopilot, Intelligent Navigation/Intelligent Transportation System (ITS) has also brought a new opportunity to the electronics industry. From the current market structure, the car networking eco-industry is gradually taking shape. It is predicted that the global car networking market is expected to reach 300 billion yuan in the next three to five years. From now on, Alibaba, Baidu, Tencent, Apple and other Internet giants have come to the forefront, intending to seize the opportunity of the Internet of Vehicles, and traditional car manufacturers have also chosen to take the initiative to embrace the Internet, it can be said that the continued promotion of Internet technology It will bring a new revolution to the automotive industry, which means that the competition for automotive electronics technology will further intensify.
Foreign-funded enterprises become weaker in the market and become the competition of domestic enterprises. It is understood that the products of the world-renowned automotive electronics manufacturers have covered many types of automotive electronic products, and can be used in core technologies such as automotive electronic stability systems and automotive electronic control systems. Said to be a monopoly. So what is the pattern of China's automotive electronics industry?
"China is a big automobile country, but it is not a car powerhouse! China's automotive electronics core technology position is falling across the board." Dr. Pan Dinghai, the special expert of the National "Thousand Talents Program" and the director of the Asia-Pacific Technology Center of Bentley Motors, expressed his feelings.
In the view of Dr. Pan Dinghai, the main problem faced by domestic automakers is that they do not digest and master the core technologies: the core technology of the upstream of the domestic auto industry is still blank, and the quality of semiconductors and key components is still difficult to meet the requirements of automotive grades. It is also the reason that the input of China's basic technology research and development has not kept up with the requirements of system technology development; in addition, the technical capabilities of China's domestic electronic systems are relatively weak, and it is still difficult for independent auto electronic system enterprises to serve as the first-level supporting supply. Entering automakers (such as EMS, ESC, DAS, EPS, etc.); in addition, some key core components of domestic automakers need to be purchased from foreign suppliers, which makes domestic auto companies lose competition in terms of cost. Advantage.
“There are often key raw materials, core components, equipment, tools, etc. that need to be imported and subject to people,†Dr. Pan Dinghai concluded. The direct cause of the monopoly of the auto electronics market by foreign companies is the lack of the most fundamental technology in China. "The underlying technology is not developed, and system technology is impossible to develop powerful!"
So where is the way out for the domestic automotive electronics industry?
Dr. Pan Dinghai pointed out that in order to achieve breakthroughs in the domestic automotive electronics industry, it is first necessary to solve breakthroughs in chip, software and core component technologies; second, at the national level, there is a need for a long-term and sustainable core automotive technology development strategy; The management system of enterprises (especially state-owned enterprises) must be reformed; fourthly, enterprises need to form a cooperative mode with OEMs as the leading model. Among them, strategic cooperation and shared resources among automobile electronics companies are particularly important.
Although this “revival road†is difficult, Dr. Pan Dinghai believes that for domestic auto electronics companies, hope still exists. Of course, we must first avoid the main battlefield of high-complexity and high-demand electronic control systems (especially those related to active safety), and then focus on other relatively simple on-board and body electronic systems, or Lord, gradually transition to the front-loading market. And the rise of Mobileye should also give some thinking to domestic auto electronics companies: this way of entering the market through innovative means may also be an alternative shortcut.
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