Affected by the decline in overall vehicle sales, the output value of most automotive semiconductor components showed a decline. It is estimated that the total value of automotive semiconductors in 2019 will decline by about 1.3% compared with 2018, with an amount of about US $ 35.8 billion.

 

Although the overall decline, some components have risen against the trend, showing that the special applications of automotive semiconductors have benefited from increased numbers or higher unit prices, which has affected the layout planning of supply chain manufacturers and introduced IC design and wafers. OEMs work together to expand the scope of automotive semiconductors.

 

Automotive semiconductor components have divergent performances, and sensing and special application ICs are rising against the trend

 

From the analysis of the performance of automotive semiconductor components, it can be roughly divided into automotive analog ICs, automotive MCUs, special application ICs, power semiconductors and photoelectric sensor components. (This statistics is mainly focused on automotive semiconductor manufacturers, so it is not temporarily Including car memory).

 

Breakdown of the growth performance of component categories, statistics to October 2019, the total sales value of various types of automotive semiconductor components compared with the same period in 2018, affected by the decline in the number of automotive sales, in traditional automotive electronics such as automotive analog IC, automotive MCU Part of the recession is relatively large, each of which is about 2% and 14%. Photoelectric sensor components and power components benefit from the demand for sensor chips driven by electric vehicles and ADAS systems. The growth rate is not bad. The total power components and photoelectric sensing components Peace increased by 2%.

 

Special application ICs have grown significantly by 15%. The growth momentum mainly comes from the demand created by in-cabin entertainment systems, digital dashboards and integrated systems.

 

Advanced manufacturing process helps wafer foundries to increase their share in automotive chip manufacturing

 

It can be seen that even though the current vehicle revenue of the foundry is limited, the number of cars sold is not as large as other consumer products and the proportion of small-scale revenue is still present. In addition, it can provide opportunities for wafer foundries to develop automotive products in the future and create a stable demand for high-end automotive chips, which is expected to increase the penetration of wafer foundries in automotive semiconductor manufacturing.