In 2022, the market size of China's automotive electronics industry will reach 978.3 billion yuan. According to data from research institutions, the size of China's automotive electronics market will reach 1.0973 billion yuan in 2023.
The trends of automotive automation, intelligence, and networking have driven the market demand for automotive electronic chips, especially the increased demand for chip computing and data processing capabilities, image and video processing capabilities, etc., which will bring new opportunities to the automotive electronic chip market. Development opportunities.
"How do you feel the level of intelligence in a car? Sit in the cab and feel it." "How do you feel the level of intelligence in the cab? Calculate the types and number of sensors in it." These two sentences fully reflect consumers' understanding of the level of intelligence in the cab. The most intuitive feeling of the process of automobile intelligence also reflects the important role played by sensors in automobile intelligence. In recent years, the intelligentization process of automobiles has continued to advance, and sensors have become one of the key links in the development of the entire smart automobile industry.
Car control systems continue to upgrade Sensors have become an important lifeblood The automobile control system is the core component of modern automobiles. Its function is to monitor, control and maintain all aspects of the automobile. It involves many fields such as electrical, electronics and mechanics to ensure the safety and reliability of the car. It generally includes: engine control system, transmission system control, body stability control system, airbag and seat belt control, and other auxiliary controls. system. As the most important system for safe operation of automobiles, engine control sensors play a key role. Currently, sensors for engine control include temperature sensors, pressure sensors, speed and angle sensors, flow sensors, position sensors, gas concentration sensors, knock sensors, etc. Sensors for chassis control mainly include transmission control sensors and suspension systems. Control sensors, power steering system sensors, anti-lock brake sensors, etc. The sensors mounted on a car can have more than 100 subdivision types, which are related to the safe operation of the entire car. In addition to traditional sensor innovation and upgrades, the currently popular millimeter-wave radar, lidar and vehicle cameras, other ultrasonic technologies and infrared technologies, as well as the algorithm integration of these technologies, fully demonstrate the vitality of the development of the sensor industry market and play a vital role in improving intelligent driving. Experience and promoting the development of next-generation intelligent driving are of great significance. There is no doubt that in the past few years when cars have become fully intelligent, the sensor industry chain should be the first to reap benefits. Smart car practical entertainment integration Put forward new demands for sensors The rapid development of the electronics industry has caused consumers to need more intelligent devices to achieve interconnection and improve overall work efficiency and life experience. This growing demand has been transferred to the automotive field, manifested in the easy interconnection of cars and mobile terminals, the realization of comprehensive interconnection of infotainment, navigation and communication, and the ability to achieve good interaction between people and cars through voice commands. This new requirement for safety and convenience has further increased the overall number of body sensors. Improving the smart driving experience mainly relies on smart chips and operating systems, displays and touch screens, voice recognition systems, cameras and image processors. The placement of sensors can improve car safety, reliability and comfort, including: Applications Various temperature sensors, air volume sensors, sunlight sensors, etc. in automatic air conditioning systems; acceleration sensors in airbag systems; light sensors in automatic brightness control; vehicle speed sensors in door lock control; light sensors in automatic brightness control; reverse control Ultrasonic sensors or laser sensors; distance sensors that maintain the distance between vehicles; image sensors that eliminate driver blind spots; ultrasonic sensors in blind spot alarm systems; image sensors, etc., protect driving safety from multiple angles and all-round, and enhance the smart driving experience. In addition, radar, as a stepping stone to achieve high-level autonomous driving, has also become a focus of attention in the automotive field. At this stage, the radars installed on cars mainly include: speed measuring radar, obstacle detection radar, adaptive cruise control radar, anti-collision radar... The deployment of these radars can allow cars to more accurately perceive vehicles in bad weather and complex road conditions. Surrounding environment, improve judgment. In addition, there are other vehicle supervision and control radars to meet other vehicle control functions, such as identification, positioning, fleet supervision, station dispatching, navigation, driving route selection, etc. From traditional means of transportation and transportation to smart cars integrating practicality and leisure, the functions and positioning of cars are undergoing changes. One of the keys to promoting this transformation is the upgrading of traditional sensors and the addition of new sensing products. The new demands generated by these transformations are new opportunities for sensor development. The automobile market continues to be hot Sensors need to seize the opportunity Automobiles are a pillar industry of the national economy. From a policy perspective, the Chinese government attaches great importance to the development of the automobile industry. The "New Energy Vehicle Industry Development Plan (2021-2035)" proposes to adhere to the development direction of electrification, networking, and intelligence, focus on integration and innovation, break through key core technologies, and promote the high-quality and sustainable development of my country's new energy vehicle industry. By 2025, new energy vehicles will account for 20% of new car sales, and new energy vehicles and intelligent connected vehicles will enter the fast lane of development. Recently, the Japan Automobile Manufacturers Association announced that Japan's automobile export volume in 2023 will be more than 4.42 million vehicles. Previously, data from the China Association of Automobile Manufacturers showed that China's automobile exports would be 4.91 million units in 2023, which means that China's automobile exports surpassed Japan for the first time and became the world's largest automobile exporter. In addition, data from the China Association of Automobile Manufacturers shows that in 2023, a total of 5.221 million complete vehicles will be exported, a year-on-year increase of 57.2%; the export value of complete vehicles will increase by 68.9% year-on-year. Among the main export varieties of automobiles, a total of 4.717 million units were exported in the four categories of pure electric vehicles, passenger cars, sedans and trucks, accounting for 90.3% of the total automobile exports. Image source: Automobile Super Talk
Driven by national policies and the rapid development of smart cars, the scale of my country's automotive sensor market will also continue to grow. Data shows that as the penetration rate of electric smart vehicles continues to increase in the future, the demand for body and environment sensing sensors will grow rapidly, and the number of sensors used in the entire vehicle will reach hundreds. In 2022, my country's automotive sensor market size has reached 30.38 billion yuan. It is expected that China's automotive sensor market size will reach 49.65 billion yuan in 2026, and the market space is vast. A series of policies and data fully demonstrate the development prospects of automobiles. Automotive electronics will also usher in a new round of long-term development vitality. As a key component, sensors must seize the opportunity and actively seize the development window.
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