With the rapid growth of electric vehicles and automotive electronics industries, according to data from research institutes, Taiwan's automotive electronics industry capacity has grown rapidly at an annual rate of 13% in the past five years. The annual global image display chip market size is about 5.7 billion US dollars, which also allows Taiwanese chip designers to focus on the automotive market for active deployment, and is expected to gradually expand their contribution in the future.
According to the financial report data, MediaTek currently accounts for about 45% of its non-mobile phone business revenue, including power management chips, WiFi chips, ASICs, automotive chips, etc. Last year, the average annual growth rate of non-mobile phone product lines also reached 30% above level. In fact, MediaTek has developed automotive infotainment systems, in-vehicle communication systems, etc., with WiFi technology as an extension, and a large number of power management chips used in electric vehicles. MediaTek also has a layout of related products.
In addition, due to the increasing number of electronic products in the car, the speed of data transmission and the demand for data consumption also increase, so the traditional vehicle communication technology in the past was changed to the Ethernet transmission, because the traditional vehicle communication technology in the past was heavy in weight. Therefore, the overall weight of the cables inside the car will be greatly reduced by changing to Ethernet. International manufacturers including NXP and Broadcom are all suppliers. Taiwanese factory Realtek has also locked in this business opportunity. This year has entered its fourth year, and continues to develop new products with high performance and high speed. Its customers include high-end brands in Europe and the United States, and it has also entered mass production.
In terms of AI imaging, Elan also provides automotive AI chip R&D and manufacturing technology, including important algorithms. Elan Chairman Ye Yi said that the production capacity of rearview mirrors and automotive smart cockpits in automotive display application products will be in 2027. It will be worth $50.4 billion.
Ye Yi emphasized that Taiwan has a complete semiconductor supply chain, more panel factories in Mini LED technology, and more complete automotive suppliers downstream. Therefore, an automotive AI chip industry alliance was established, and AUO Optoelectronics, Chi Mei Automotive Electronics Co., Ltd. And many other factories have signed MOU to create a complete industrial chain of vehicle intelligence.
In addition, after the merger of the Japanese subsidiary NTCJ (Nuvoton Technology Corporation Japan), Nuvoton's revenue in the automotive field accounted for about 40%, and the application of its automotive products covers the automotive main control interface and battery management system. Other layouts, targeting electric vehicles, hybrid energy vehicles, etc., and the MCU has also increased with the penetration rate of electric vehicles, which has also increased the total amount of use.
In addition, the increase in the number and size of panels in the car has also brought new opportunities to drive the chip maker Novatek. Novatek has cooperated with panel manufacturers to enter many automakers in the past, especially for Chinese In addition to the strong demand for driver chips, TDDI (touch and driver integrated chips) are also favored by electric vehicle customers. In addition, high-end vehicle models have higher requirements for panel display image quality, and most of them use FHD solutions, which will also increase the amount of driver chips.
Chips around the car also include CMOS image sensors. For example, Taiwanese original products are used in sensor products such as parking assistance systems and gesture recognition.
In addition, the in-vehicle infotainment system needs to be able to operate the in-vehicle system through sound, so the application of MEMS microphones in the car has also increased, and the order volume of Tai (6679) has gradually increased. The proportion is only single digit, and a small amount of Japanese and American models have been shipped.
In general, Taiwanese chip designers are still focusing on consumer electronics products, but in recent years they have been actively developing in the automotive field with a longer life cycle and more profit. The proportion of revenue is relatively small, but it is expected that with the growth of the market, the increase in the medium and long term will still have a good momentum.
It is worth noting that on March 19, the Taiwan Vehicle Research and Test Center joined hands with eight companies including Elan, AUO, Chimei Automotive, Zhonghua Automobile, Huade Kinetic Energy, Chengyun Automobile, Chuangyi Energy, and Dalian Dapinjia. Manufacturers, formally established the "Automotive AI Image Chip and Smart Cockpit Display Module Industry Alliance", and jointly signed a memorandum of cooperation.
The industry alliance mainly hopes to combine the upstream, midstream and downstream industry chains to establish domestic independent automotive IC display technology capabilities, develop self-designed automotive AI images and Mini LED display computing chipsets, establish independent technologies for the smart cockpit industry, and develop products that meet international automotive requirements. ADAS application modules and systems using image sensing chips, in accordance with the smart cockpit requirements of electric vehicle manufacturers, combined with AI technology for sensing inside and outside the cabin, to create key technologies for vehicle intelligence
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