The price of automobile chip continues to rise sharply, and the industry ushers in a historic development opportunity
[Securities Times] it is reported that there has been a collective rise in the automotive chip market recently. Taking a core chip of body electronic stability system produced by Italian French semiconductor as an example, the original price of the previous year was only about 20 yuan. At present, the quotation in SEG electronics market in Huangpu District of Shanghai has reached 2800 yuan.
Comments: Automotive chips are the core of helping cars enter the intelligent era. It is expected that by 2030, automotive semiconductors will account for 50% of the total cost of cars, thus becoming a new driving force leading the development of semiconductors. At present, the prices of most automobile chips are rising, and the small increase is several times. Industry insiders said that since last year, affected by the epidemic, the production capacity of chip factories in Southeast Asia and other places has fallen sharply, and the supply of automobile chips is in short supply. The analysis points out that at the current time node, automotive semiconductor is at the intersection of automobile and semiconductor, which is expected to usher in a historic development opportunity.
Beijing Beetech Inc(300667) (300667): the company’s MEMS pressure sensor chip has been mass produced, and its performance index has reached the vehicle specification level requirements.
Allwinnertech Technology Co.Ltd(300458) (300458): the company’s vehicle specification chip has achieved mass production and has been implemented in many customer product schemes, which can provide support for various intelligent cockpit applications including intelligent central control, intelligent rearview mirror, LCD instrument panel and so on.
