At present, the global chip production capacity is tight. The core factor of "core shortage" is still the sudden release of demand side. The global penetration rate of new energy vehicles was only 3.7% in 2020, but it soared by 2.3 percentage points to 6% in the first half of 2021. Specifically, in the first half of 2021, the cumulative global sales of new energy vehicles reached 2.41 million, a year-on-year increase of 170%. Although the base was low due to fashion last year, the sales of new energy vehicles increased steadily.

As we all know, the biggest difference between new energy vehicles and traditional vehicles lies in the different ways of providing power. One uses traditional chemical energy, which has a greater impact on the environment; One uses clean electric energy, is more friendly to the environment, and is more suitable for the current carbon neutral background. New energy vehicles are mainly divided into pure electric power, plug-in hybrid power and extended range, etc. Its power part is mainly composed of battery, motor control and power supply. With the development of motorization and intelligence of automobiles, the demand for semiconductors is greatly increased.

At present, the demand for analog chips of new energy vehicles is mainly driven by electrification and intelligence, such as power system, automatic driving, in-vehicle entertainment, instrument panel, body electronics and lighting. From the application scenario, new energy vehicles include PHEV and BEV, and the powertrain mainly includes motor controller, OBC, DC/DC, BMS, etc. At the same time, the demand of intelligent driving in sensors will also promote the development of analog chip market.

Dynamic domain

Car body domain

Body domain includes body electronics, car safety, comfort control and information communication system; Automobile lighting mainly includes lighting lamps, internal and external signal lamps, etc.

   
                                  座舱域      

There are mainly car audio system, car multimedia player and display; Vehicle-mounted global positioning system, vehicle-mounted computer, car anti-theft system, parking assistance system, keyless entry system and remote control starter, etc.
       

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