TrendForce anticipates that with the global accumulative volume of NEVs continuously increasing at a quick pace, Europe and China are expected to be the leading regional markets in terms of driving demand. Since the energy density of Li-ion batteries has reached a ceiling, many countries are actively installing public charging piles in order to reduce range anxiety.
Semiconductors and automotive software are the two major areas of investment for Chinese automakers in recent years. They have committed varying amounts of resources into these core areas, thus reflecting their strategic approaches and development priorities regarding hardware and software. The ever-expanding scale of Chinese automakers, along with the proliferation of their subsidiaries, makes it challenging to quickly grasp the directions of their investments and how they allocate resources. This report organizes and analyzes key automakers' investment strategies in semiconductors and software, encompassing in-house R&D, wholly-owned subsidiaries, joint ventures, equity investments, and strategic cooperation. The report aims to give clients a better understanding of these automakers' resource allocation plans.
With the growth of the market for new energy vehicles (NEVs, referred to as Electric Vehicles (EVs) in some regions), Chinese automakers have emerged as major players. Already commanding 80% of their domestic market, Chinese automotive brands are now actively expanding into international markets. A significant factor contributing to their dominance in the burgeoning NEV industry is the support of their robust domestic supply chain. Partners in the supply chain not only help Chinese automakers accelerate the introduction of new vehicle models and their variants but also provide significant cost advantages. This research report examines the supply chain and industry ecosystem of major Chinese automotive brands, with a special focus on components related to smart cockpits and ADAS. The aim of this report is to help clients understand the collaborative relationships between automakers and their suppliers for critical components and semiconductor chips.
The global automotive industry is accelerating innovation with a focus on EVs and autonomous driving technology, alongside software-defined vehicles. This vision of safety, efficiency, and sustainability is creating a new blue ocean for automotive sensors
1. Different Types of Automotive Main Control Chips
2. MCU
3. Cockpit SoC
4. Autonomous Driving SoC
5. TRI’s View
1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
1. Development of Electrical / Electronic Architecture (EEA)
2. Status Quo of ADAS Domain Controllers for NEVs
3. TRI’s View
1. Overview of the Market for Autonomous Driving SoCs
2. Statuses of Main Competitors
3. Analysis of the Competitive Landscape
4. TRI’s View
At CES 2023, the Metaverse and Web 3.0 became the focal points across various industries, particularly drawing interest from automotive-related companies, who have been utilizing the concept of the Metaverse to provide virtual reality experiences from remote car maintenance, digital sales centers, to showcasing new car performance. This gradually unveils the vertical integration of the Metaverse into the automotive industry. This report primarily analyzes the current state and applications of the Metaverse market, with a detailed exploration of the application and trends of Metaverse technology in "industrial operations" and "retail experiences".