ST(US:STM) 半导体芯闻·2025-08-28 09:55Core Viewpoint - The article highlights the rapid growth of the electric vehicle (EV) industry and the strategic localization efforts of STMicroelectronics in China to meet the evolving demands of the market [2][5][10]. Group 1: Localization Strategy - STMicroelectronics emphasizes its "In China, For China" localization strategy, which is not just a slogan but a comprehensive action plan to adapt to the Chinese market [7][39]. - The company is focusing on "China Design, China Innovation, and China Manufacturing" to create semiconductor solutions tailored for the local market [7][39]. - STMicroelectronics has established a complete localized supply chain for key products, including front-end wafer and back-end packaging and testing processes [7][12]. Group 2: Innovation Center - The newly opened Shanghai New Energy Vehicle Innovation Center is a significant step in STMicroelectronics' commitment to the EV sector, providing advanced technology and strong R&D capabilities [2][35]. - Since 2019, the center has launched 34 solutions covering electrification and digitalization, including chips for battery management systems and autonomous driving [37][39]. - The center aims to accelerate product launch times and provide localized support to Chinese customers, enhancing system architecture and cost optimization [39][41]. Group 3: Market Trends and Demand - The automotive industry is undergoing unprecedented changes, with semiconductor content in vehicles increasing from $300-400 to over $1,000 [14][18]. - The demand for semiconductors is driven by trends towards electrification, digitalization, and software-defined vehicles, with a focus on safety, environmental sustainability, and connectivity [18][20]. - STMicroelectronics is positioned as a top-three automotive semiconductor supplier, leveraging its technology and localized strategies to support the transformation of the Chinese automotive industry [18][20]. Group 4: Product Offerings - STMicroelectronics offers a range of advanced electrification solutions, including battery management, power converters, and vehicle control units, which are designed to be scalable and cost-effective [22][28]. - The company's automotive-grade MCU products are characterized by high performance, safety features, and advanced capabilities such as edge AI, which are essential for modern vehicle applications [25][29]. - The STi2Fuse electronic fuse product provides significant advantages over traditional fuses, including weight reduction and enhanced safety features, making it a key differentiator in the market [28][33].