這種趨勢下,汽車電子作為支撐汽車行業向前發展的重要技術,其成本占比也在節節攀高。在本篇文章中,我們將對汽車半導體市場生態與封測技術的趨勢做出討論。
汽車產業一直是一個國家綜合國力的體現,它不僅能夠代表著國家制造業實力的整體水平,也是拉動經濟發展的重要引擎。根據中國汽車工業協會發布的最新數據,國內汽車市場全年銷量好于預期,自 2020 年 4 月份開始同比持續保持增長,全年總銷量約達 2531 萬輛,銷售量繼續蟬聯。
總體來看,目前國內汽車市場行業表現好于預期的原因,主要歸結于以下幾個方面:
1. 國家和地方政策的大力支持。特別是 2020 年國家印發的《智能汽車創新發展戰略》和《新能源汽車產業發展規劃(2021-2035年)》,加快推動了汽車產業的創新和高質量發展。
2. 汽車行業的自身驅動。老牌 OEM 廠商加快布局智能網聯技術及出行服務體系,以及像特斯拉、蔚來、小鵬等“互聯網造車新勢力”的爆發,對傳統汽車產業和廠商形成了強有力沖擊,不斷驅動產業變革和創新。
3. 市場消費需求的明顯恢復。得益于中國對的積極防控,社會整體經濟狀況得到較快恢復,進一步刺激了汽車消費市場的強勁復蘇。有最新數據表明,2020 年全球汽車銷量總計 7803 萬輛,較去年同比下降 13%,國內汽車銷量僅下降 2%,明顯好于全球市場。且中國汽車市場銷量占全球汽車市場銷量份額由 2019 年的 29% 上升至 2020 年的 32%。
目前汽車電子產業鏈呈現專業化與多元化發展,產業鏈上游主要為汽車電子半導體,包括半導體車載芯片與汽車電子元器件等。中游為汽車電子系統集成開發商,主要負責進行模塊化功能的設計、生產與銷售,并針對上游零部件及元器件進行整合。下游則是汽車整車廠商,主要以各大汽車企業為主。當下汽車產業集中度高,例如產業鏈中游的一級供應商中,排名前十的廠商市占率約為 70%。
整體來看
全球汽車電子產業資源主要集中在北美、歐洲與亞洲地區,我國在汽車電子領域相對起步較晚,鑒于汽車半導體行業的特殊性,例如行業壁壘高、產品認證周期長、可靠性要求高等特性,目前國內汽車產業鏈仍存在一些問題:汽車芯片主要依賴國外進口,且芯片緊缺;半導體元件國產化率低;廠商缺乏完整開發汽車電子產品的經驗等。
長期來看
我國汽車電子行業在相關政策的支持下將會迎來快速發展時期。未來隨著智能化、網聯化、電動化趨勢的進一步深化,汽車制造的核心部件將會發生轉變,它們或將從體現動力和操控系統的部件向體現智能駕駛水平的處理器和 AI 芯片轉變。屆時,汽車產業鏈中將涌入更多的科技巨頭與芯片制造商,而芯片技術的突破與創新也會成為汽車企業在這一場競爭中成功的關鍵。
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