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Who occupied the highland in the battlefield of vehicle electronic system?
Tesla's share price has quadrupled in the past six months, which has also benefited the automotive electronics field. Automotive electronics are generally divided into four aspects: automotive power control system, automotive electronic system, intelligent control system and network connection system. In the future, the demand for software and data for vehicles will continue to grow, and automatic driving operation can be realized through on-board equipment. At present, in China, the world's largest automobile production and consumption market, the intelligent, networked and systematic development of automotive electronic systems has gradually landed. Who can occupy the highlands? Xiaoliu will show you the opportunity!

Watch the track?

User value

At present, the automotive electronic system has become an important auxiliary facility in the automotive control system. With the maturity of new energy vehicles, unmanned driving and in-vehicle information system technology, users will release more demand for vehicle intelligence, which will promote more participation of automotive electronic systems in services and provide users with safer and smarter driving experience.

(2) Commercial value

Under the background of the rapid development of automobile intelligence, strengthening the safety and reliability design of on-board chips, operating systems and application software, and improving the safety, intelligence and experience requirements of key electronic components will promote the continuous innovation of automobile electronic system industry. According to "20 19-2025 Consulting Report on Market Operation Situation and Investment Strategy of China Automotive Electronics Industry", it is estimated that the automotive electronics market in China will reach 65,438+in 2020.

(3) Investment value

At present, automotive electronics has entered a new round of technological innovation cycle. It is reported that the cost of electronic components accounts for more than 60%~70% of the cost of high-end cars, and the market scale exceeds one trillion. How big the market is and how far it can go determines how much return investors can get.

From the perspective of China market, according to the incomplete statistics of hexagonal prism, the registered capital of enterprises in the field of automotive electronic systems accounts for 1 10,000-1 10,000, and the registered capital of enterprises accounts for 18.34% and 18.33% respectively.

Watching players?

(1) supporting enterprises

Xiao Liu obtained more than 100 million investment in the automotive electronics industry 1000 through the hexagonal prism search, and based on the investment and financing events in the automotive electronics system field, he found an enterprise Suzhou Zhihua, which is positioned in the automotive intelligent security technology. According to the investment events, Suzhou Zhihua received a strategic investment of Chen Da Investment120,000 yuan.

Data show that Shenzhen Chen Da Venture Capital Co., Ltd. was established in April 2000. It is the first venture capital institution established in accordance with market-oriented operation in China. Its seven major investment fields are TMT, intelligent manufacturing and robotics, energy conservation and environmental protection, consumer services, medical health, military industry and modern agriculture. Accumulated investment 1, 573,593,000 yuan, 266 investment enterprises and 3 listed investment enterprises/kloc-0.

According to the investment trend chart of Chen Da, other buying amounts were outstanding at 20 15 and 20 19, but at 20 19, the investment amount dropped sharply with the overall investment market trend. Suzhou Zhihua is the core enterprise of Chen Da in the field of automotive electronics. Xiaoliu saw that in the field of intelligent hardware of the Internet of Things, he also invested in exquisite optoelectronics, a photoelectric instrument research and development enterprise with laser and photoelectric sensing technology as the core. The latter also has technical accumulation in intelligent driving sensing system and automobile driving safety monitoring.

In addition, Suzhou Zhihua's C round investment was participated by SDIC Venture Capital Management Co., Ltd., and the amount was not disclosed. SDIC was founded on 20 16, which is a fund management company independently operated by SDIC Group in a market-oriented way. At present, * * * manages four funds with a scale of 654.38+0.4 billion yuan.

Suzhou Zhihua is a developer of automobile assisted driving system with independent intellectual property rights, integrating research and development, production, sales and service. Taking image sensing and intelligent identification processing technology as the core, the company has successfully developed a number of intelligent and safe driving systems for automobiles, such as lane departure warning system, forward collision warning system, panoramic image system and reversing image assistance. A series of products have been developed in many fields, such as in-vehicle intelligent monitoring, intelligent and safe driving assistance, and applied to many automobile brands.

The information page of Hexagonal Prism about Suzhou Zhihua shows that it has international high-tech enterprises, technologically advanced enterprises and national scientific and technological progress awards, which endorse its scientific and technological level. Science and technology labels involve intelligent hardware, key parts of new energy vehicles, next generation information networks, intelligent manufacturing and other fields.

From the technical label of Suzhou Zhihua, we can see that around our own image sensing technology, we have accumulated technology in vehicle specification packaging technology, image system components, image system fault detection, sonar system, vehicle driving control, positioning system components and so on. From the perspective of its technical development route, starting from camera-related technologies, it explores new application scenarios in the fields of vehicle networking, vehicle-mounted cameras, vehicle-mounted auxiliary systems, radar, ADAS and so on.

In the map of talent technology capital relationship, Suzhou Zhihua's investment relationship is clear. In addition to the above SDIC Venture Capital and Chen Da Investment, other core investments come from Tsinghua school-enterprise related investments, such as Tiqi International and Suzhou Huaye Automobile. Among them, an intelligent walker involved in technology transfer that we have paid attention to before is a high-tech enterprise focusing on the driverless field.

Judging from the investment relationship of Jingu's acquisition of Suzhou Zhihua, its investors are not only industrial funds such as BAIC, but also well-known institutions such as Huaxin Securities and Tian Hong Fund.

(b) team background

Suzhou Zhihua has a strong technology and talent pool in machine vision solutions, with 33 core teams, which is helpful to promote the development of multi-sensor deep fusion products. Investment is an investor. Therefore, the knowledge and educational background of the founders and the school background of entrepreneurs determine their cognition of the specialty, technology and knowledge in the direction and field of entrepreneurship; In addition, in terms of experience and qualifications, the professional experience of the industry often determines the success or failure of the project.

Deng Bo, the core engineer of Suzhou Zhihua, is also the managing director of the company. After graduating from the Automobile Department of Tsinghua University, he entered Chang 'an Automobile Research Institute as the manager of the vehicle control strategy room of New Energy Company. Its information card shows that it belongs to the team of Professor Ke Qiang, director of Tsinghua University Intelligent Networked Automobile and Transportation Research Center. Professor Ke Qiang is also the director of the Expert Committee of China Intelligent Networked Automotive Industry Innovation Alliance, and is a leading expert in this field.

According to Deng Bo's technical cooperation chart, most of his employees are from Tsinghua University, either classmates or alumni, all of whom are top talent resources.

According to the data, Suzhou Zhihua has been deeply involved in the field of artificial intelligence algorithms (especially machine vision), and has developed ADAS products such as panoramic vision system, lane departure warning system, forward collision warning system, pedestrian detection, night vision assistance, blind spot detection and fatigue monitoring. These application fields are all based on automobiles, and need compound talents spanning IT, information, communication and other fields.

Judging from the overall patent situation of Suzhou Zhihua, 53 patents have been accumulated based on the innovation of intelligent driving assistance system. Among them, invention patents account for 57% and utility models account for 30%. In particular, its patent is 100% independently developed, which is against the sky!

From the company's core technological inventions, we chose an invention named the calibration method of camera optical axis detection equipment, with the patent number of CN 201310745396.8; The page shows that the theoretical basis of the patent is that the camera rotates around its center 180 degrees on the device, and the center remains unchanged. The whole calibration process is completed in one go, which is proved by strong digital judgment. It saves the cost of making standard cameras, saves working hours and improves production efficiency.

From the life cycle diagram of the patent, after the patent was published, it was applied for by Shenzhen Skyworth and Dalong Stereo Technology Company, which shows that its patent innovation value and application fields are rich.

It is reported that Suzhou Zhihua has bound a number of independent brand car companies, including Guangzhou Automobile Group, SAIC-GM-Wuling and Geely Automobile. As a pioneer in the field of intelligent assisted driving, its future commercialization ability can be expected, which deserves capital attention.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.