Industry Trend Report｜Electric Vehicle Demand Drives Taiwan's Automotive Electronics Manufacturers to Connect with the World
The demand for electronic components in the automotive industry continues to grow, from self-driving functions to entertainment functions. Since the safety requirements for automotive products are much higher than those for consumer products, the quality requirements for electric vehicle electronic components such as environmental tolerance, performance consistency, and service life have also increased, which in turn drives up the high technical barriers and high gross profit margins of automotive components. The value of the automotive electronics market will reach US$287 billion in 2025 at a CAGR of 12%; the demand for automotive cameras, optical sensors, semiconductor memory, and wireless connectivity devices from automated driving will drive the related products, including optical and sensors, power electronics, thermal management, and automotive semiconductors, to become the fastest-growing group in the next five years. It is estimated that by 2025, the value distribution of the automotive electronics market will be led by automotive semiconductors, which will account for 34%, followed by power electronics, which will account for 17%, and trend wiring harnesses, which will account for 13%.
台灣廠商在電動車關鍵車用電子零組件表現亮眼(圖一)，護國神山台積電是汽車半導體市場代工部分的主要參與者，擁有 70% 的汽車 MCU 代工產能，並證明了其在先進代工工藝方面的技術領先地位。聯電近期取得德州儀器跟英飛凌等車用晶片大廠新認證，八大關鍵領域車用認證都到手，有望通吃全球一線車廠晶片大單。全球最大車用整流二極體廠朋程，已在車用發電機二極體市場成為領先者；伴隨各家汽車大廠開始跨足混合能源車市場，朋程亦同步跨入相關市場應用板塊。友達車用面板市占站穩全球三強，亞光在業界有著「特斯拉的眼睛」的美譽，世界先進則是在電源管理晶片與汽車電子端均有所斬獲。
圖一 電動車車用電子關鍵零組件-台灣供應商
圖一 電動車車用電子關鍵零組件-台灣供應商
由於台灣有相對完整的汽車代工產業鏈，2020年鴻海集團與裕隆集團協議合資設立公司鴻華創立「MIH電動車開放平台」跨足電動車領域。成立目的在於讓各個領域的軟硬體合作夥伴，以MIH電動車開放平台為基礎，共同發展電動車標準 ，迄今MIH在全球累積1500家軟硬體廠商加入。發展出自動駕駛、資訊安全、電子電氣架構等16個工作小組，朝向標準化與模組化方式發展，逐漸有了整車的雛形。下一步將積極整合MIH會員的實力、搭建鴻海電動車供應鏈。
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