Automotive electronics can be categorized as visible and non-visible components. Visible components include vehicle equipment, while non-visible components consist of automotive electronic controllers. Functionally, automotive electronics can be divided into power control systems, safety control systems, body control systems, driving control systems, and information systems.

Automotive electronics are integrated into the body, chassis, and engine, playing a crucial role in comfort, safety, and entertainment. The share of automotive electronics in a car’s overall cost varies depending on the car’s grade and technological content.

In summary, automotive electronics combines electronic, automotive, information, computer, and network technology. It has three levels: basic technology layer, electronic control system layer, and human-vehicle environment interaction layer. Its development has gone through three stages: control of discrete electronic components, independent control of components, and intelligent, networked integrated control applications.

Amidst global semiconductor acquisitions, automotive electronics companies are highly sought after. Acquisitions like four-dimensional map’s acquisition of Jiefa Technology and Qualcomm’s acquisition of NXP Semiconductors reflect the industry’s rapid development. Samsung’s acquisition of Harman and Siemens’ acquisition of Mentor also have significant implications.

The key factors driving the progress in the automotive electronics industry are currently under discussion.

Keyword 1: Autonomous Driving

Autonomous driving is rapidly growing in the global automotive industry. It addresses urban challenges like congestion and parking, and has potential applications in logistics and shared transportation.

Competition for industry leadership in autonomous driving is intensifying, with companies aiming to dominate the entire industry chain. The U.S. Department of Transportation has issued regulations for autonomous driving vehicles. Japan aims to regain its leading position in Asia through autonomous driving, and China targets a 15% market share for new vehicles with autonomous driving capabilities by 2025. Germany and Audi have their own autonomous driving programs.

The Tesla autonomous driving accident has drawn increased attention to the field. While complete replacement of human driving is inevitable, the technology still needs time to mature. Companies in autonomous driving are actively advancing AI research and development to enable cars to learn, think, and make judgments.

We expect continuous improvement in autonomous driving technology, leading to the development of highly autonomous vehicles. According to Morgan Stanley, the autonomous driving industry is projected to reach a scale of $6 trillion by 2030.

Keyword 2: Lithium Batteries

With the rapid development of new energy vehicles, there is an increased demand for lithium batteries. Lithium batteries are key to the success of electric vehicles due to their advantages over fuel cells in terms of costs and suitability.

Currently, lithium battery companies face the challenge of insufficient raw materials and rising costs. Electric vehicle lithium batteries have issues such as slow charging, short mileage, and limited service life.

The average service life of lithium batteries used in ordinary electronic products is 8 years, while electric vehicle lithium batteries only last 3-5 years. When the battery capacity drops below 80%, the driving range significantly reduces. When it drops below 70%, the battery needs replacement, which is a significant expense as the battery accounts for about 40% of the total car cost. The short service life is caused by the working environment and frequent charging and discharging, which cannot be changed.

For the lithium battery industry, improving battery recycling and utilization to reduce environmental pollution is crucial. However, the high cost of recycling waste power batteries and the low level of enterprise recycling and utilization are major challenges.

Keyword 3: In-Vehicle Information System

The in-vehicle information system offers various interactive and powerful graphic functions. There has been a significant transformation in the market structure and product form of in-vehicle systems, with a focus on integrating performance and combining multiple functions into multimedia interactive devices.

As a crucial component in the vehicle electrical and network system, the in-vehicle information and entertainment system plays a vital role in displaying and providing feedback on the vehicle’s status and information. Major manufacturers in the high-end car market are exploring unique in-vehicle system designs to gain a competitive edge, with Samsung’s acquisition of Harman being a clear example.

The functions of the information and entertainment system require various technical integrations, including human-computer interaction, audio/video signals, wireless signals, hard-wired signals, and bus signals.

Keyword 4: Advanced Driver Assistance System (ADAS)

The development of intelligent car technology follows a recognized path: advanced driver assistance (ADAS), partial automation, high-level automation, full automation, and intelligent car stages.

ADAS utilizes sensors in the car to sense the environment, collect data, and detect objects. It combines this information with navigation map data to increase driving comfort and safety.

ADAS is not to control the vehicle but to remind the driver of potential dangers and improve safety. It uses radar, cameras, and lidar sensors. For example, the lane departure warning system uses cameras, the night vision system uses infrared sensors, the adaptive cruise control system (ACC) uses radar, and the parking assistance system uses ultrasonic technology.

ADAS has two future development trends:

• Development from warning systems to intervention systems: ADAS will evolve towards systems that can control the car. For example, the camera system will evolve from a lane departure warning system to a lane control system.
• Combination of active and passive safety systems: Passive safety systems and active safety ADAS will be more integrated. For example, when sensors detect an unavoidable collision, the safety airbag will be prepared.

ADAS faces challenges in processors, sensors, software algorithms, and maps. Manufacturers such as Intel, NVIDIA, Panasonic, Qualcomm, Samsung, and Sony are actively deploying ADAS-related technology.

Keyword 5: Electronic Stability Control System

The electronic stability control system is designed to enhance vehicle stability and reduce the risk of losing control while driving. It uses sensors to monitor the vehicle’s condition, including wheel speed sensors, steering wheel angle sensor, and body angle sensor.

While the electronic stability control system performs well, it is an auxiliary function and is limited by the system’s response time and tire capabilities. However, it demonstrates excellent performance, even on icy and snowy roads, and is mandated as a standard feature in many countries.

Keyword 6: Internet of Vehicles

The Internet of Vehicles encompasses products and businesses related to automobiles and communications. It includes applications related to sensing devices, in-vehicle entertainment systems, vehicle management, traffic management, and all business models associated with car operation.

The future of the Internet of Vehicles includes increased emphasis on voice interaction, dynamic navigation, and integration of autonomous driving technology to make it more convenient, safer, smarter, and environmentally friendly.

Fuxin has adundent experience in automotive electronics manufacturing experience，and is fully compliant with all regulatory standards including IATF 16949, APQP (Advanced Product Quality Planning), PPAP (Product Part Approvals), PFMEA (Process Failure Mode & Effects Analysis), DFMEA (Design Failure Mode & Effects Analysis) and PCN (Part Change Notice).