Rising car chip prices are expected to be a new driving force for the semiconductor industry (list) _ Eastern Fortune

Summary

[The surge in the price of automotive chips is expected to become a new driving force for the semiconductor industry (list)]According to CCTV Finance, the automotive chip market has seen a collective rise. Take a body electronic stability system core chip produced by STMicroelectronics as an example. The original price was only about 20 yuan a year ago, and the SEG electronics market in Huangpu District, Shanghai has reached 2,800 yuan.

According to CCTV Finance, the automotive chip market has seen a collective rise.with aSTMicroelectronicsFor example, the core chip of the electronic stability system of the body produced. The original price of the previous year was only about 20 yuan, and the SEG electronic market in Huangpu District, Shanghai has reached 2,800 yuan.

　　Tianfeng SecuritiesIt is pointed out that automotive intelligence + electrification drives the upgrade of the overall industrial value chain, and the content + importance of automotive chips has increased exponentially.semiconductorIt will account for 50% of the total cost of automobiles in 2030, which will become a new profit growth point for automobiles.Optimistic about the wave of intelligence and the carbon neutral policy, the auto industry will usher in a revaluation opportunity for value growth, and automotive chips will be revalued under the empowerment of intelligence + electrification, which is expected to becomesemiconductorA new impetus for the industry.

Assuming conventional cars requiresemiconductorChips are 500-600 chips/vehicle, and new energy vehicles require 1000-2000 semiconductor chips/vehicle. Based on the estimated sales of 72.76 million traditional vehicles and 3.24 million new energy vehicles in 2020, the demand for automotive chips is 43.9 billion per year. It is estimated that in 2026, the traditional car sales will be 67.8 million units, and the new energy vehicle will be 44.2 million units. The demand for automotive chips will be 90.3 billion units per year. It is recommended to focus on IGBT & third-generation semiconductors:Star Semiconductor、Wingtech、Times Electric、BYD、Silan Micro、East Micro Semiconductoretc.; lidar:Focuslight Technology、Blue Optical、Sunny Optical Technology、Xiangyou Pump;Automobile intelligence:Crystal Morning Shares、Rockchip、Beijing Junzheng、Weir Shares、Zhaoyi Innovation、Zhongying Electronics；car servicesDevice related:Montage Technology; Intelligent driving:Neusoft Group、Desay SV、ThundersoftWait.

(Article Source:securitiesTimes Network)

Article source: Securities Times Network

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Original title:[Opportunity mining]The surge in automotive chip prices is expected to become a new driving force for the semiconductor industry