新四化(电动化

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2025汽车半导体生态大会 | Yole首席分析师杨宇:中国主机厂半导体战略领跑全球
Zhong Guo Qi Che Bao Wang· 2025-04-28 07:28
Group 1 - The core viewpoint of the event is that China's automotive industry is leading the global semiconductor strategy, particularly in electric and intelligent vehicles [1][8] - The "New Four Modernizations" (electrification, connectivity, intelligence, and sharing) are identified as key trends in the automotive sector, with electrification currently in a solid development phase [3][4] - The global automotive market is expected to grow moderately by 2% in 2024, with Chinese manufacturers holding a significant growth opportunity, currently accounting for about 30% of the production market share [3][4] Group 2 - The automotive semiconductor market is projected to grow steadily, with specific annual compound growth rates: 13.1% for powertrain, 14% for advanced driver-assistance systems (ADAS), 9.3% for infotainment, and 3% for comfort and body electronics [5] - The development of low-voltage networks is highlighted, with Tesla's introduction of a 48V low-voltage network seen as a significant technological advancement [7] - Yole's Triple-C model evaluates automotive manufacturers' semiconductor strategies based on breadth, depth, and supply chain resilience, indicating that Chinese manufacturers exceed global averages in semiconductor investment [8][10] Group 3 - The importance of both electrification and intelligence as the main driving forces in the automotive market is emphasized, with the semiconductor market growing faster than the overall vehicle market [10] - The investment in semiconductors by domestic manufacturers is notably high, particularly in power semiconductors, which is crucial for the success of electrification [10] - The model developed by Yole assists manufacturers in clarifying their position in the semiconductor landscape and formulating appropriate strategies [8][10]