The demand for automotive chips and high-performance computing chips is still strong, and the overall automotive chip market is growing. The Yangtze River Delta region will gather resources from all sides and strive to build a world-class automotive electronic chip industry highland. So today, Bian Xiao sorts out here which concept stocks are beneficial to the strong demand of automobile chips. Let's have a look!
Gather resources from Yangtze River Delta to develop domestic automotive electronic chips.
Fu Xinhua, a first-class inspector of the Shanghai Economic and Information Technology Commission, said that the Yangtze River Delta has gathered a large number of outstanding enterprises, covering the complete industrial chain of complete vehicles, auto parts, chips and vehicle-level testing, and is also one of the regions with the most concentrated innovative elements such as technology, talents and capital in China. "Based on the integration strategy of the Yangtze River Delta, Shanghai continues to promote regional cooperation in the field of automotive electronics and supports leading enterprises such as United Electronics to expand their layout for the Yangtze River Delta region. It also attracted companies such as Changdian Technology to increase the layout of automotive electronics. From June 5438 to September this year, Shanghai's automotive electronics industry achieved a year-on-year growth of more than 15%. "
Integrated circuit is a strategic, basic and pioneering industry, and automobile industry is an important pillar of China's industry. Under the background of the new four modernizations of automobile and the structural contradiction of global chips, the two industries are facing unprecedented opportunities for integration and development with automobile electronic chips as a bridge.
Fu Xinhua said that the next step will focus on the resources of the Yangtze River Delta and fully promote the technological innovation, in-vehicle application and ecological construction of automotive electronic chips. For example, actively promote the "cohesion breakthrough" of automotive semiconductors and components, actively implement the action plan for cohesion breakthrough of automotive semiconductors and components of the Ministry of Industry and Information Technology, and take the initiative to undertake key tasks.
Qin Shu, secretary-general of Jiangsu Semiconductor Industry Association, said that as automotive electronics become more and more intelligent, the number of chips needed is gradually increasing. Statistics show that in 20021year, the average number of chips needed for each automobile manufacturing will reach more than 1000. "In the future, with the widespread application of new energy vehicles, the chip industry and the automobile industry will have a good opportunity to join hands. We should cooperate to develop domestic automotive electronic chips.
In Qin Shu's view, the Yangtze River Delta region is in a leading position in the whole country, whether it is the integrated circuit industry chain or the automobile industry chain. The two sides should not only jointly tackle the key technical problems in the automotive electronic chip industry, but also form the vertical coordinated development of chip parts and vehicles, the horizontal coordinated development of R&D and manufacturing industry in the industrial chain construction, and even plan and solve the mode and path problems of high-quality development in the future, and work together to build the Yangtze River Delta region into a world-class automotive electronic chip industry highland.
The "2022 Yangtze River Delta Automotive Electronic Chip Product Manual" released at the meeting shows that compared with last year, the number of enterprises has increased by 23 and the number of products has increased by 67. Among them, sensors, control chips and computing chips account for 44.5% of the collected products.
"In order to help the development of the automotive electronics industry in the Yangtze River Delta, China Bank previously set up two BOC Capital Yangtze River Delta stock funds in Shanghai, raising a total of 7.9 billion yuan, of which the investment in Shanghai exceeded 5.9 billion yuan." Zhang Xinyuan, vice president of China Bank Shanghai Branch, said.
The automobile chip market as a whole is growing.
Xu Xiufa, senior consultant of Shanghai IC Industry Association, said that since the beginning of this year, although the demand for consumer electronics and computers is weak and the inventory is being released, the demand for automotive chips and high-performance computing chips is still strong, especially driven by the trend of electrification, intelligence and networking of automobiles, the overall automotive chip market has shown a growth state.
Xu Xiufa suggested that China should vigorously promote the research and development of medium and high power semiconductor chips and devices, build a medium and high power automobile manufacturing platform, strengthen chipset integration, and accelerate localization and substitution; Guided by demand and application, we will promote the close cooperation between chip design and chip manufacturing and vehicle and supporting enterprises, establish a virtual IDM cooperation model, and accelerate the construction of automotive electronic testing institutions.
According to Pan _, chief analyst of electronic industry in Wind Securities Research Department, China's main opportunity in automotive semiconductors is the industrial chain reconstruction under the wave of automotive intelligence and electrification, and the global automotive semiconductor opportunities and production capacity will be transferred to China in the future.
Pan, general manager of SAIC's planning department, revealed that SAIC has accelerated the localization process of automobile chips mainly from three aspects. First, mature chips have been quickly landed, which has accelerated the expansion of the application scale of domestic chips. At present, there are more than 300 models, about 2 1 10,000 mass production applications; The second is to implement key projects, unite upstream and downstream enterprises in the industry, do a good job in key areas such as high computing power, high-specification chips and vehicle specification manufacturing, and break through the research and development and application of high-end chips in SAIC vehicles; The third is to improve the industrial ecosystem, strategically invest in about 30 chip upstream and downstream enterprises, covering communications, MCU, artificial intelligence, power semiconductors and other products, and promote the construction of automotive chip engineering centers and third-party automotive chip testing platforms.
Automotive chip concept stock leader
Dagang stock 002077
The business of Jiangsu Dagang Co., Ltd. mainly includes integrated circuits, park services and real estate. The main products and services are real estate, leasing, integrated circuit packaging, integrated circuit testing, trade logistics and service industry.
In the field of automotive electronic CIS chip application, Suzhou Keyang has passed the ISO/TS 16949 automotive industry certification system, and is actively following up the customer layout of automotive electronic industry.
Wen Tai technology 600745
Wen Tai Science and Technology Co., Ltd. is mainly engaged in technical research and development related to mobile communication, semiconductors, electronic components and materials.
The company's main products are mobile phones, tablet computers, notebook computers, servers, automotive electronics and other intelligent terminals; Semiconductors and new electronic components; Optical module.
Ding Hui Science and Technology 603 160
Shenzhen Ding Hui Technology Co., Ltd. is mainly committed to providing leading semiconductor software and hardware solutions in the fields of intelligent terminals, Internet of Things and automotive electronics. The company's main products are capacitive touch chips and fingerprint identification chips, as well as fixed telephone chips.
The company was recognized by Torch High-tech Industry Development Center of Ministry of Science and Technology as "Key High-tech Enterprise of National Torch Plan", and was recognized as "High-tech Enterprise" by Shenzhen Science and Technology and Information Technology Bureau, Shenzhen Finance Bureau, Shenzhen State Taxation Bureau and Shenzhen Local Taxation Bureau.
Guangdong hongtu 002 10 1
Guangdong Hongtu Technology Co., Ltd. is mainly divided into three parts: precision aluminum alloy die casting business, automobile interior and exterior decoration business and special purpose vehicle business. The company's main products include automobile exterior decoration products (automobile logo, radiator grille, wheel cover, decorative strip and so on). ), automotive interior products (air outlet, door handle, etc. ) and other plastic products (hood).
The company is the director of China Foundry Association, and has won the honorary title of "Top 50 Die-casting Enterprises in China" for many times, and was awarded "Automobile Parts Export Base Enterprise" by the Ministry of Commerce and the National Development and Reform Commission.