TrendForce has released its latest report, “Analysis of EEA Architecture and ADAS Domain Controllers in New Energy Vehicles,” providing a detailed analysis of the evolution of electronic and electrical architectures in new energy vehicles and the current status of ADAS domain controllers. Excerpts from the report are as follows.
TrendForce’s Insights:
In recent years, various automakers have been investing resources to enhance the competitiveness of their new energy vehicles, particularly Battery Electric Vehicles (BEVs), by developing BEV platforms.
With the complete elimination of internal combustion engines, BEVs exhibit a higher degree of electrification compared to other powertrain modes, facilitating the design of high-computing power and highly integrated Electrical/Electronic Architecture (EEA).
Furthermore, startup automakers unburdened by traditional internal combustion engine constraints currently lead in the integration of EEA architectures compared to traditional automakers.
Currently, domain controllers with varying computational power are widely distributed in the market.
However, electric vehicles equipped with high-performance domain controllers still have prices significantly higher than the average, and given the limited economic scale of new entrants, sustained cost reduction requires continuous investment from more manufacturers and improvement in usage environment.
While BEVs are considered the optimal platform for developing highly integrated EEAs, the challenges of range anxiety and high vehicle prices continue to be significant barriers affecting the sustained growth of the market.
This has led to a recent slowdown in BEV demand, prompting automakers to redirect some of their development resources to PHEV and even HEV models. These vehicle types may not necessarily require or be suitable for high-performance chips.
Therefore, if PHEVs and HEVs continue to grow, they could become key factors affecting the economies of scale and widespread adoption of high-performance chips.