In September of the early autumn, the automotive market still has some "cool air": trade friction, tariff issues, emission standards, etc. Since 2019, There are so many uncertainties that lead to different degrees of decline in major automotive markets including China, Europe, the United States, Japan and India. It has also affected the performance of automotive semiconductor devices in 2019.
However, in terms of long-term progress, the semiconductor devices of each vehicle are still undergoing a “doubled” transformation, which is hailed as the biggest change that vehicles have experienced in more than a century. The semiconductor cost of each vehicle is expected to grow up to $652 in 2025 from $312 in 2013.
Among them, the fastest growing segments of automotive electronics are Advanced Driver Assistance Systems (ADAS) and hybrid/electric vehicle electronics, with annual compound growth rates expected to reach 13% and 29% respectively, according to the annual report of IHS Markit 2019.
The automotive electronics market under the change coincides with the "bad year" of semiconductors, so adjustments are inevitable. Under the "cool air", many experts in the industry also believe that this is a good opportunity to prepare for the "hotness" of the new turning point.
On September 11, Future Auto Tech Day was held in Shanghai as scheduled. The engineers from top suppliers/manufacturers of automotive electronics were invited to the event. It is a challenge and also an opportunity.
Figure: Future Auto Tech Day (Shanghai)
"The scale of the domestic automotive electronics market is expected to reach the trillion level in 2022. With the development of automotive electronics technology, the proportion of automotive electronics cost to total vehicle cost continues to rise, especially in hybrid and pure electric vehicles, which is expected to exceed 50% in the future. Automotive electronics technology is moving towards electrification and intelligent networking," said Danny Chen, Director of Supplier Development and Business Development, Future Electronics China, in her opening speech.
"In response to these changes and trends, Future Electronics will always focus on the fastest growing segments of the semiconductor industry, helping Chinese automotive electronics manufacturers make timely adjustments to meet the demands and win the market."
• Future Electronics will always focus on the fastest growing segments of the semiconductor industry and grasp the new trends of global development
• Helping customers create values through our deep understanding of systems and supply chains
• Provide support and services for the entire automotive electronic ecosystem
Quickly cutting in and grasping the fastest growing segments is the most urgent concern of automotive electronics manufacturers, and it is also the focus of Future’s deployment in the automotive electronics eco-chain.
"This is not a market that 'one person' can win," said Javier Gao, Business Development Manager of automotive electronics, Future Electronics, “From the 2025 perspective of the worldwide automotive industry, the automotive electronics market will transform from the traditional automotive industry to the close cooperation with related industries, such as consumer electronics, communications, e-commerce, etc. The ecosystem is critical here. It is not only automotive companies that hope to build an ecosystem, automotive electronics manufacturers should also make full use of the resources in the eco-chain to accelerate their deployment in the market segments.”
In this regard, Future Electronics, as an international distributor, has also enriched its automotive electronic ecosystem in recent years, providing a faster mass production path. This includes the complete reference design support provided by Future Electronics System Design Center (SDC) in electric vehicle inverters, air compressors, PKE, and wireless chargers, etc.
This also includes the latest solutions that can be mass-produced provided by third-party design companies (IDH) which cooperate with Future Electronics, in the fields of electric vehicle air conditioner compressors, automotive water pumps, and millimeter wave radars, etc.
In these new application fields, Future Electronics has been continuously investing resources, hoping to meet the actual needs of different types of automotive electronics customers in China for product design and supply chain management.
Of course, all of these are based on the support of semiconductor manufacturers from new technology development to new products iterations. On the tech day, Future Electronics also invited major automotive electronics suppliers to share their latest semiconductor products and technologies.
• NXP presented its GPIS (General Purpose & Integrated Solutions) series S32K, and the 32K3 series that meets the highest functional safety rating ASIL-D.
• STMicroelectronics brought the High Side Current Sensor TSC series which has a wide voltage range and can be used in H-bridge and 3-phase motors.
• Nexperia brought the automotive-compliant rectifiers which use the latest Schottky (SiGe) technology, with outstanding performance advantages between 100V to 200V.
• Melexis brought the industry's first ASIL-B compliant hall sensor, the MLX92292.
• Maxim demonstrated its High Voltage Sync Buck Converter - MAX2000X series up to 8A, to meet the needs of the latest Automated Driving Assistance Systems.
• ON Semiconductor introduced its latest IGBT module (DSC) series with double-sided water-cooling technology, which is mainly used in electric vehicle drivers.
• Lattice brought its automotive-compliant FPGA chip to meet certain specific needs of automotive electronics.
• Vishay demonstrated a wide range of customizable resistors, capacitors and inductors which are automotive-compliant, and some Power Module products for OBC applications.
It is believed that these semiconductor products using the latest technologies will further improve the design of automotive electronic systems and solve specific technical challenges at this stage.
Looking at the growth of the semiconductor device categories, thanks to the system-on-chip (SOC) products used in automated driving and advanced infotainment applications, logic semiconductors and memories will see the fastest growth in the next five years, while discrete devices, optoelectronics and analog ICs will be the following three fastest growing categories. Benefiting from the growth of ADAS and hybrid/electric vehicles, there will also be significant growth in sensors and optoelectronics.
During the meeting, engineers also conducted a hot discussion on Melexis' sensors and Lattice's FPGA products. It reflects the current focus of the automotive market on sensors and the importance of FPGA flexibility.
Of course, the Tech Day is just a microcosm of the huge market, and there is still a lot we can do. If you are also in the changing automotive electronics market, or confused by a technical problem, please contact us.