Write above: in recent years, new energy vehicles and intelligent networked vehicles have developed rapidly in China, and the market demand for high-frequency, high-speed and high-voltage connectors has continued to grow. As an important segment of the connector market, high-frequency, high-speed and high-voltage connectors are developed and distributed by major manufacturers in China. In this report, we analyze and study the high-frequency, high-speed and high-voltage connector industry, and study the layout of overseas giants in this segment and the latest R & D layout of Chinese companies.
Industry segmentation: new energy vehicles + Intelligent networked vehicles develop together. How about the growth of high-voltage, high-frequency and high-speed connectors? ① High voltage connector: in the field of new energy vehicles, high voltage connector is an extremely important component, which is applied in whole vehicles and charging facilities. How to adapt to the working environment of high voltage and high current and ensure the safety of automotive electronic system is still a technical difficulty that connector manufacturers need to constantly overcome. The development of high-voltage connector of electric vehicle is synchronous with that of electric vehicle. From the perspective of connector, the development of electric vehicle connector in China has experienced four stages. According to the consulting forecast, China's electric vehicle high voltage connector market will grow rapidly to 6.04 billion yuan in 2021 (+ 64.13%) will reach 8.66 billion yuan by 2025. ② high frequency high-speed connectors: Automotive high-speed connectors can be divided into fakra, mini fakra, HSD and Ethernet Connectors. The automotive environment makes the equipment subject to impact and vibration, which is challenging for high-speed signal transmission. According to the prediction of the new thinking Industry Research Center, with the popularization of automatic driving and automatic driving, etc The market scale of China's automotive high-speed connector is rising, and it is expected to reach 14.5 billion yuan in 2025.
Look abroad first: Tyco, Amphenol and other manufacturers are some major companies operating in the global high-speed connector market, and have reserved a rich product matrix to meet the needs of high-speed and high-voltage connectors. ① Tyco: in fiscal year 2021, the net sales of Tyco automotive products reached US $1476 million, accounting for 69.33% of the total sales of transportation solutions. Its automotive connector products are designed to meet the requirements of harsh automotive environment, and have excellent performance in light and heavy vehicles. ② Amphenol: Amphenol is a leading supplier of advanced interconnection systems, sensors and antennas. Its products are widely used in various automotive fields. It has also developed advanced technical solutions for hybrid and electric vehicles. ③ Rosenberg: Rosenberg has developed two types of automotive Ethernet Connectors, MTD ® Support 100m and 1000m Ethernet, while h-mtd ® The maximum transmission rate can reach pam2 28gbit / s and pam4 56gbit / s. HVR ® The 420 high voltage connector is highly compact and provides the highest ampacity in Rosenberg's portfolio.
Look at China again: the considerable market prospect of high-voltage connectors and high-speed connectors has attracted Chinese connector enterprises to increase the R & D and layout of corresponding connectors. ① Shanghai and Shenzhen companies: many companies have arranged high-voltage, high-speed and high-frequency connectors, and their products are widely used in many fields. Electric Connector Technology Co.Ltd(300679) will strengthen the research and development of Ethernet and HSD products and improve the automatic production level of fakra products. Suzhou Recodeal Interconnect System Co.Ltd(688800) at present, projects such as high-speed board to board RF coaxial connector and power exchange technology are carried out. Wenzhou Yihua Connector Co.Ltd(002897) is developing a new generation of ultra-high speed connector based on a single differential channel 112gbps of the next generation equipment to achieve up to 800g / 1.2t data transmission capacity. Shanghai Laimu Electronics Co.Ltd(603633) carry out the research project of new energy vehicle connector. Shenglan Technology Co.Ltd(300843) expand the production of high-frequency and high-speed connectors and automotive RF connectors. ② Beijing stock exchange & new third board: there are 10 companies specializing in connector industry. There are mainly two companies involved in automobile connectors in Beijing stock exchange. Zhixin electronic reserve, such as the research and development of new fraka harness, is its continuous grinding in the mainstream technology direction of the industry, miniaturization and high speed. Dadi Electric has steadily promoted a number of ongoing research projects for electric vehicle connectors, including CAV series high-voltage connectors.
Risk tip: the industry competition intensifies, and the technology iteration risk in the downstream field
