The global automotive industry recovered super expectation, while the short-term pressure of the chip supply brought the shortage of automotive chip, which will affect the global auto production in the first half of 2021, which has a greater influence in the second quarter. However, in the price increase and the giant game will gradually improve, and it is expected that the short-term issue of car chips will gradually eliminate in the third quarter, and the global automotive industry will continue to recover in H2.
On March 20th, a 12-inch chip plant in Japan, the third largest car chip factory, appeared in Friday, although it was thrown soon, Renesa has decided to temporarily It is discontinued and there is currently no production plan.
According to Japan's official news, the local time is 2:47, and Rissa is located in the first floor of the NAKA plant in Zicheng County, there is a fire, 8: 12 The fire is confirmed, some supporting utilities are damaged. Rissa is currently evaluating the degree of loss, but no casualties. The NAKA plant is located in the N2 floor of 8 "unreffected by the fire.
Renesa did not disclose the damaged production line mainly produced from the chip, but half of the company revenue from the automotive market, producing a chip for automobiles, such as the chip used on the sensor and power unit.
Domestic manufacturers can roughly divide three major categories in the layout of the vehicle rules: one is traditional semiconductor manufacturers and vehicles; the second is to start with this track; third is to cut into the automotive semiconductor market through mergers and acquisitions. enterprise.
Traditional car companies, BYD and medium cars are in the style of self-research, while Beiqi, SAIC, Geely and other enterprises are in the way of working with semiconductor manufacturers to set up new companies. In the startup of the company, the subsidiaries of DJI Dangdan, Livox, Sagitar Creative Robosense, An Zhijie Technology and other enterprises have emerged. Male and acquisitions are integrated into the market, such as Wentai acquire Anxim, enter the automotive power semiconductor; Well Shares acquire Haowei and Sibica, enter the CMOS image sensor; Beijing Junzheng acquires ISSI, in the automotive-level memory chip.
Next, let us see the layout of the domestic auto chip industry.
It is understood that BYD has formed its own IGBT R & D team since 2005, this is also the only car enterprise with IGBT complete industrial chain in China. It is the next day of the car level IGBT market. In order to maintain the industry competitiveness, BYD attaches great importance to investment in R & D. It is reported that the investment in the company's R & D in 2019 was 5.629 billion yuan, an increase of 12.83% year-on-year. It is the highest car company in the automotive industry. This is also an important factor in BYD's leading the new energy vehicle market.
The SMB starts to invest in the R & D and industrialization of power semiconductor technology from 1964, 2008 Strategy M & A, UK Dannicks. The middle car also has the first domestic, the world's second 8-inch IGBT chipline, which basically solves the problem of localization of key components of special high voltage transmission project.
In addition, Great Wall Motors also attach great importance to technology research and development. It is reported that the company has reached R & D expenditure last year to 4.248 billion yuan, accounting for 4.47% of the occupation ratio, and focuses on the liberalization of automobile cleaning, intelligence, and network linkage.
With the landing of automatic driving, some domestic start-up companies are also emerged in laser radar, AI field.
This article is comprehensively reported by electronic enthusiasts, and the content references from Securities Times, Finance, etc., please indicate the above source. Read more
Our other product:
