For the electronics industry, ADAS is a new field. The market is still in the development stage. The forward-looking technology R&D center of the Grand Alliance's Quantum Group integrates the Group's resources, adds value to the original products, and stabilizes the blue ocean market.
After the launch of automotive electronics from about 10 years ago, the momentum has not stopped. Coupled with the addition of ADAS in recent years, the entire market has begun to accelerate. According to the research report of research institute LMC Strategic, it is used in every car in the world in 2017. The total value of semiconductor components is 330 US dollars, it will grow to 397 US dollars in 2023, and the advanced models are expected to reach 500 US dollars. This is undoubtedly another huge business opportunity after the 3C market for the IC industry, just so big. Market, where is the niche of Taiwanese electronics manufacturers? Zeng Zhaodeng, CEO of the General Assembly of the United Nations General Assembly, pointed out that Taiwan’s past advantages in the electronics field are still there, but it still needs adjustment after entering the vehicle, and it is not only products but also mentality.
Recycling time is long, manufacturers must be psychologically prepared"As far as the current development is concerned, the trend of ADAS is quite obvious. Although the overall market has already started, overall, there is still a lot of space for the application of semiconductor components in the car. Most Taiwanese electronics manufacturers believe that the automotive industry is the blue ocean market. The willingness to invest in the year is getting stronger and stronger, but things are not as easy to do as they seem." Zeng Zhaodeng pointed out: "The demand in the automotive market and the consumer market is very different. If you still use the mentality of consumer products, it is very It is difficult to get the order." The products used in the car are directly related to human safety. Therefore, the mentality of the car factory is mostly conservative. The requirements of all components in the car are not only more stringent, but also the certification time is longer than that of the 3C product, and the supply and demand in the industrial chain are both The relationship between the two ends is also long-lasting and close, and it is difficult for traditional IC manufacturers who have come to the fore to enter.
However, this does not mean that Taiwanese IC manufacturers who have always been 3C-based products have no chance at all. Zeng Zhaodeng believes that the technical requirements of the ADAS system in Video, Audio, and communication are not far from the 3C field. Taiwan manufacturers have advantages in these aspects. It still exists, but the key lies in the mentality of Taiwanese manufacturers. The long-term development period of the vehicle market, the investment of funds must be seen in the feedback, it will take about 5 years, and the middle of the market must continue to burn money and research, for Taiwanese manufacturers with limited resources. It is a big test, but these inputs still have its value. As long as you start to receive orders, the future business opportunities will be real and stable.
National policy drives growth, and the popularity of ADAS will bring low prices"ADAS's business opportunities are very large, and the system's functions are diversified. Taiwanese IC manufacturers can choose to enter according to their own strengths." Zeng Zhaodeng pointed out that the functional requirements of ADAS are extended from the user's needs, as if to avoid blind spots in the driving door. The blind spot detection system, in order to solve the fatigue driving, there will be LDWS (lane departure warning system), the parking technology is not good, there will be an automatic parking system in the future, these functions will only appear in the advanced even if there are Vehicle types, but will gradually be applied to general vehicles in the future.
After the popularization of ADAS, Zeng Zhaodeng believed that the market will inevitably go to low prices. In particular, in the past few years, countries have formulated relevant policies, such as mandatory vehicles must be equipped with LDWS, FCWS and other functions, these policies will undoubtedly become the strongest driver of ADAS. Force, "But as mentioned earlier, there are too many functions of ADAS. One manufacturer cannot be all-inclusive, and it is necessary to choose the right field to cut in." Zeng Zhaodeng further said that the market for automobiles is huge, only one year in the mainland. The market of 30 million new cars, and different car manufacturers and different models have their own functional requirements. "The only thing that is common is not too expensive."
The automobile supply chain has a solid relationship, and the product has a added value before it has a chance.But even if the price will fall, the overall market volume is still very amazing. Zeng Zhaodeng quoted the research institute's data and pointed out that the total IC market value of the automobile in 2018 is 40 billion US dollars. To eat this big cake, the Taiwan factory must find the right angle. There are several levels in the automotive industry supply chain. The car factory directly purchases the system or module from the TIer1 manufacturer. TIer1 then looks down to TIer2 according to demand, TIer2 looks for tier3 and so on. In the entire supply chain, the upper layer The higher the profit, the harder it is to be replaced. Now the tier1 manufacturers are like Continental and DENSO. They all have long-term cooperation with the car manufacturer. Some of them are directly invested by the car factory. Now the manufacturers who want to invest in ADAS can only try to cooperate with the tier1 factory. Dealing with the road, so I have to find a way to design a suitable product that the tier 1 factory can accept at a glance. Zeng Zhaodeng said that in order to solve this problem, foreign aid can be found. The forward-looking technology research and development center set up by the Grand United Group in 2017 integrates the resources of the large group of the company to invest in research and development, as the technical backing of the manufacturer.
The forward-looking technology research and development center of the United Nations General Group is jointly established with the Friendship Group, which is jointly owned by Dalian United Holdings, integrating the technical capabilities and business reach of both sides, and has a straightforward technical depth and horizontal business expansion. "In the automotive product line, the products of Vision Group and Youshang Group are complementary and can provide complete solutions." It is like the CSR A7 computing chip of Vision Group and the ON Semiconductor sensor of Youshang Group. The algorithm developed by the cooperative academic unit can form a solution with both hardware and software. In addition, it is ST's millimeter-wave radar, Realtek's Netcom chip, etc. These are forward-looking technology R&D centers that can master product resources. Over-integration allows products to extend added value.
Forward-looking technology research and development center to help customers find the right pathThe forward-looking technology R&D center that reorganizes the resources of the Grand Alliance Group is not long. However, relying on the deep technical background and experience of the original factory, the CSR A7 computing chip of the Group and the ON Semiconductor sensor module of Youshang Group are the mainland ADAS. Dachang Longituo Technology adopts, because Longituo Technology is a manufacturer that launched the ADAS program very early in the mainland, and the mainland tier1 major manufacturers and car manufacturers have cooperated with it.
Although there is a slight achievement at present, Zeng Zhaodeng believes that the ADAS market is still a relatively difficult stage, but even so, the UN General Assembly is willing to invest resources to help customers with value-added services. "This market is now in development and needs everyone. Working together, the technology and experience of the United Nations General Assembly can help the original products find suitable applications, and also allow them to stand firm in the ADAS market."
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