Car networking broke out! Taiwan IC design business opportunities

IC Insights, a research organization, is optimistic about the rapid growth of the Internet of Vehicles market, which includes sensors, wireless communications, driver assistance systems, and communications and entertainment. Taiwan’s IC design companies such as MediaTek, Rui Wei, and Wei Qi Power, Sunplus, Weisheng and other vendors have successively seized the layout, and have the opportunity to become beneficiaries after the rise of the Internet of Vehicles market.

The future of automobiles is expected to become more and more intelligent. From the perspective of traffic safety, cars have gradually been introduced into lane departures, and advanced driving assistance (ADAS) functions such as auto follow-up will be expected to become automatic driving in the future. The interior of the car is equipped with a part of the communication and entertainment system to integrate the Bluetooth function, so as to connect the mobile phone, the wearable device is becoming more and more popular. In the future, 5G functions will be expected to be added to allow the car to connect to the cloud to receive safety information and entertainment systems.

Taiwan's leading IC design leader in the joint-venture AUTUS vehicle front-end platform, including vehicle-carriage communications systems, automotive infotainment systems, millimeter-wave radar solutions, visual advanced driver assistance systems and other applications offensive car wafer market.

It is understood that MediaTek target Sword refers to the front loading market, but the pre-installation market certification period of up to 3 to 5 years, so the short term is difficult to see the car category to pay attention to revenue.

Realtek is advancing into the automotive field with its good Ethernet network. Since a large number of cars will be imported into the ADAS system in the future, it will receive a lot of external information. Therefore, it needs to be stable. The high-frequency transmission tools will transmit the data to the onboard processor. Operation.

It is understood that Ruiqi has successfully entered the front loading market and entered the European automobile brand market. It will start shipping a small quantity at the end of this year. It will inject heavy volume in the first half of next year. The industry is optimistic, Ruiqi is the Ethernet. Road Global Markets are the leading players. After entering the European brands, the future will have the opportunity to win other auto brands again, driving Raychem's business growth.

As for Weidian, it chose to attack ADAS and successfully entered the commercial vehicle and car market with smart lens processors. It is expected that output volume will be expected to start before the end of this year; Sunplus will have a communication and entertainment system for automotive applications at ADAS. Ink, now working together with Baidu to build a vehicle communications and entertainment system, is expected to enter the Chinese automotive market in the future.

After the successful transition, VIA has also actively entered various fields with artificial intelligence. Now it has successfully entered the Chinese mainland bus market with automatic driving platform. VIA also has layout in machine vision, and can integrate products into the vehicle platform. The detection of surrounding vehicles and other objects makes the operation bright.

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