Grasp the new energy air outlet, Xiamen Enterprise enters automotive electronics

Photo Supply/Vision China

"Open a sewing of the window", "Open" Crayon Crayon ", play from 2 minutes and 24 seconds" "Open the co -pilot seat massage" ... Sitting in Huawei's first in -depth new energy vehicle in the new energy vehicle asked With the various verbal instructions of the reporter, the intelligent equipment in the car is automatically turned on. Open the screen in the car, and all kinds of apps are viewed. "The operation method is roughly the same as the mobile phone, and you can get started soon." Said Chen Lei at the scene.

In the subsequent experience of Lan Tu and Zhi Ho Ho, the driving experience staff gave a consistent evaluation of the current new energy vehicles: An on the large smartphone of four wheels.

Increasingly intelligent, shared, electrified, and connected (referred to as the "new four chemicals" in the industry), it is the current development trend of new energy vehicles. This industrial change has brought unlimited business opportunities to the automotive electronics industry, which is driving the driving driving. In the city's electronic information enterprises, the "blue ocean" in depth in depth, while accelerating the conversion of new and old kinetic energy, it has promoted the transformation and upgrading of the industry. You know, you may drive new energy vehicles, perhaps car soft boards, vehicles, and relays. Many are "made of Xiamen".

As the heart of new energy vehicles, the importance of power batteries is undoubted. On August 27, at the 2022 World New Energy Vehicle Conference, the Ningde Times announced that the first batch of Kirin batteries will "flow" the "Flower" Geek brand and the new model of the AITO question world, which has attracted great attention in the industry. Since the release of Kirin batteries, it has become the "Xiangxiang" for the core products of various vehicle companies. Data show that the integration of the Kirin battery system has reached a global high, and it can support 5 minutes of fast hot start and 10 minutes fast charging, which can easily achieve 1,000 kilometers of battery life.

Behind the data, a small component -FPC (flexible circuit board) plays an irreplaceable role. The release of Kirin batteries further clarified the key role of FPC and CCS (battery soft board modules) replacing traditional copper wire beams in power batteries.

The technology upgrade of power battery has opened up the business upgrade of Hongxin Electronics in the domestic flexible electronics "leader" enterprise in our city. On the basis of continuously strengthening the basic market of consumer electronics, they have stepped up the pace of transformation in the past two years. Porporate a comprehensive advance to automotive electronics and open up new energy soft board business. A few days ago, Hongxin Electronics New Energy National Headquarters laid the foundation at Tongxiang High -tech City, planned 2.3 billion, builds a hundred vehicle soft board production lines, and entered the new energy track in an all -round way.

This is a microcosm of the city's electronic information companies that follow the new energy track and move to automotive electronics. According to statistics, last year, China's new energy vehicle sales reached 3.3 million, accounting for half of the world. People in the industry conservatively estimated that shipments may exceed 5.5 million vehicles this year. Faced with this hot track, the city's electronic information enterprises have stepped up the layout and marching towards the automotive electronics field. Especially since this year, the pace has continued to accelerate. Industry insiders pointed out that car is the most important electronic application terminal after smartphones, and automotive electronics will definitely become the next industry high in the field of electronic information.

【Industry Status】

Consumer electronics

Xiamen Enterprise "Wars" car electronics

The production capacity "Qiankun Dajie"

Adjust the main factory to the car dedicated line

From smartphones to laptop computers, wearable devices, etc., Hongxin Electronics, which has more than ten years of consumer electronics, has almost achieved "ceiling" on this fiercely competitive track. In the early two years, consumer electronics, especially the smartphone market, has appeared in the market "saturated" and weak growth. The transformation and upgrading are inevitable for consumer electronics companies such as Hongxin Electronics.

"If you don't advance, you will retreat." Li Qiang, chairman of Hongxin Electronics, said that while firmly guarding the basic market, they have been exploring and looking for new growth poles. Tesla's power battery uses soft board to replace the wire beam, which has attracted their attention. The FPC has the advantages of lightness, softness, and high temperature resistance. It uses it to replace traditional wire beams to achieve lightweight battery, and the battery capacity in the same space is higher and better safety. Inspired by this, Hongxin Electronics cooperated with a domestic power battery manufacturer to jointly develop and upgrade the connection of battery packs. After nearly a year of research and development, in the second half of 2019, the car soft board was officially shipped and began to supply small batches. This cooperation knocked on the new business landscape of Hongxin Electronics.

In addition to power batteries, FPCs still have a lot of demand in other areas of new energy vehicles. In order to seize the opportunity, in 2021, Hongxin Electronics decided to "move the great movement" to gradually move the original consumer electronics production capacity of Xiamen Factory to Jingmen Factory, adjust the main factory Xiamen Xianghai Factory, to the vehicle power battery factory, and quickly lay the layout Production line.

Laser drilling, conductive treatment, copper plating, and line formation ... After more than 30 processes, a piece of car -carded soft board flows out of the clouds with a high temperature of more than 200 degrees Celsius. The reporter walked into the production site of Hongxin Electronic vehicle soft board, and saw that most of the production lines were full of horsepower, and there were not many workers in the fully automated workshop. "All the main links are operated by all machines, and artificially is only auxiliary." Yang Junming, manager of the production department of the car soft board, said that due to the high degree of automation, the product is more secure and stable.

The reporter saw that after the finished product was released, it had to be tested layer by layer. First of all, the surface detection of a piece of artificial piece, and then under the high -power microscope, the details were tested by the details, and then the finished product and appearance test. According to reports, a power battery requires three FPCs of 1.2 meters, and small FPCs range from a few to a dozen pieces. At present, Hongxin Electronics has established cooperation with many industry -headed enterprises, and products supply a number of well -known domestic and foreign new energy vehicle terminal brands. CCS is a carrier consisting of FPC. In order to meet the one -stop needs of customers, Hongxin Electronics extends from FPC to CCS and realizes supply to well -known customers. ▲ The citizen experience Huawei asked the M7. Picture: Huawei Panji Store

Break into the new track

New production line for huge investment

FPC is fully penetrated in the field of automotive electronics with its thin and soft characteristics. In addition to power batteries, it will cover the sensor, display modules, cameras, smart seats, etc. Some people in the industry estimate that the amount of bicycles is expected to exceed 100 pieces.

"In addition to power batteries, the vehicle display is the second point." Song Qin, vice president of Hongxin Electronics, said that Hongxin has an absolute advantage in the mobile phone display facilities and it is easy to copy in the car field.

The vehicle display is highly customized, and the development direction includes large -screen, high -definition, touch, and alienization. It deeply cultivates more than 20 years in the field. In recent years, it has exerted professional advantages and continued to increase the vehicle display. It is located in the city's subsidiary, Xiamen Tianma, which has previously focused on consumer electronics. This year, it invested 33 billion yuan to build a 8.6 -generation LCD panel line in Xiamen Factory. Show field.

"In the past two years, the small and medium -sized size shows the mobile phone business in the market, and the demand has continued to be sluggish, and the vehicle display has risen straight." When did the secretary of the board of directors of Xiamen Tianma Microelectronics Co., Ltd. told reporters that the "new four" led to the vehicle display display In the development of the market, Tianma will upgrade to multi -screen, large screen, high -tech, integration and other directions to continuously strengthen the car market. According to the plan, this 8.6 -generation line will be capped in the second half of next year, and it is expected to achieve the first phase of mass production in 2024.

Seizing the growth of automotive electronics has become the consensus of the panel industry. Not only is it deep, BOE, TCL Huaxing, Huike and other panel factories have also deployed 8.6 generation lines, and the mid -size tracks with higher added value such as vehicle and IT display have become the collective direction of the panel factory. A few days ago, at the Shenzhen-Horse Sharing Sagittarius Conference, Chairman Peng Xuhui also said that the car panel has always been in short supply. At present, their A-SI production capacity and LTPS capacity are all transferred to the vehicle application.

The large -screen and multi -screen -displayed on -board display is also an excellent business force point for Jihong Technology, which is based on the touch display system. As the representative company of the Apple Industry Chain, it is located in our city, and has the leading industry in the industry. In the face of the downturn of consumer electronics, they also "grabbing the beach" in the field of automobiles. At present, whether it is a traditional fuel vehicle or a new energy vehicle, you can see the figure of Hong Hong. At present, Jihong Technology has also continuously exerted the advantages of vertical integration of the industrial chain to provide a variety of vehicles with overall vehicle touch display solutions.

Silan Micro is located in Xiamen's subsidiary Shilan Mingzheng, and is about to launch the "SIC (SIC) power device production line construction project" to build a 6 -inch SIC power device chip production line with a total investment of 1.5 billion yuan. The annual output will reach 144,000 piece. This is the largest domestic production capacity and mainly used in the new energy electric vehicle electrical control module production line.

As a third -generation power semiconductor product, SIC power device is a key element for the power density and efficiency improvement of new energy vehicle motor controllers. The relevant person in charge of Seilan Mingzheng said that this is one of the plans to realize the overall strategic layout of Silanwei in electric vehicles and new energy markets.

【Industrial Basics】

Deep cultivation segmentation

Become a leader in the industry

Thanks to our city's fine cultivation in the electronic information industry, in the automotive electronics field, the city has a certain industrial foundation. Li Wangsheng, director of the Electronic Information Division of the Municipal Industry and Information Technology Bureau, said that the city has grown up a number of representative companies in the fields of vehicle chips, vehicle screens, vehicle components, and vehicle modules. Every day, the leaders of subdivisions such as Yaxun and Yuxun.

Products cover the strength of mainstream car companies

Whether it is an old fuel vehicle or the "new forces" of vehicles in the new energy field, many of them use Hongfa relay. Hongfa, which has been cultivated in this field for 11 years, currently has a market share of high -voltage DC business reached 30%, ranking first in the world, covering various mainstream automobile manufacturers at home and abroad.

"In the past two years, new energy vehicles are the most eye -catching of all our business sectors." Guo Manjin, vice chairman of the China Electronic Component Industry Association and chairman of Hongfa Co., Ltd., revealed that in the first half of this year, Hongfa's new energy vehicle relay sales More than 900 million yuan, a year -on -year increase of more than 119%. He gave reporters such a set of data: In 2020, the proportion of Hongfa traditional automotive relay to new energy high -voltage DC relays is about 7: 3. Last year, the gap was reduced to 5.5: 4.5. , Realize.

After many years of accumulation, Hongfa sets out from the quality control and production efficiency of the entire industry chain. It has established a core advantage that is difficult to follow in the basic industries such as the front roads and the assembly equipment of the rear road, and forms various technologies in the field of high -end relay. The right to speak. Walking in the Hongfa Motor Relay Dust -free workshop, dozens of independent development and manufacture of fully automated production lines have come into view. Various kinds of robotic hands quickly assembled products to detect the green lights of the work station. "This is the most advanced production workshop in the industry, with an annual production capacity of hundreds of millions." The person in charge of the production line said confidently that this workshop has reached the world level, and there are relatives that are offline from here every day. Essence With excellent technical strength, Hongfa has won over 80%of the Tesla Model series in China. In the past two years, Hongfa has once again cooperated with Tesla upgrade products to achieve 100%of the Model S/X super fast charging models.

Do the top three in the world

Film capacitance is an indispensable insulating electronic component within the car. Fara Electronics from our city has been deeply cultivated in the field for more than 50 years. At present, it has achieved the first and top three in the world. In the past two years, the demand for capacitors in traditional fields has declined year by year, and film capacitors have been applied to photovoltaic, wind power, and new energy vehicle fields due to the characteristics of high rated voltage, long life cycle, and unlawient.

The film capacitor has high -tech and process barriers. As the leader of the industry, Fara Electronics improves its core competitiveness by establishing a unique equipment and material supply chain system. With the multi -motor configuration and high -voltage platform trend of new energy vehicles, the amount of film capacitor bicycles increase. At present, Fara Electronics has accelerated production and data shows that last year's new energy vehicle revenue increased by 123%year -on -year.

The Xia Tiancheng of Xiamen Enterprise is the first domestic product to provide industrialized 3 -inch and 4 -inch silicon carbide semiconductor chip chip producers, filling gaps in the domestic field. The products are exported to at home and abroad. There are more than 130 users around the world. With the widespread application of new energy vehicles with silicon carbide as the material, Han Tiantian's performance has continued to grow high in the past two years.

The Sanan Optoelectronics, which vigorously develops the semiconductor business of compounds, is in cooperation with a number of car companies for streamlined design and testing to achieve major breakthroughs in cooperation.

【Prospects】

"Four Hua" drivers

Great development potential

A few days ago, at the signing ceremony of Geely's acquisition of Meizu, Li Shufu, chairman of Geely, said that the technological innovation and ecological integration of the consumer electronics and automotive industry is imperative. He believes that cars are super smartphones with "long legs". People in the industry believe that Li Shufu's mobile phone is to form a strong linkage with his car business, especially cars are all transforming to intelligence. The collaborative interconnection of mobile phones and vehicle machines is the general trend of the development of the industry.

my country's "New Energy Vehicle Industry Development Plan (2021-2035)" proposes that it adheres to the direction of electrification, networking, and intelligent development, focusing on integrating innovation, breaking through key core technologies, and optimizing the industrial development environment. The "Fujian New Energy Vehicle Industry Development Plan (2022-2025)" pointed out that it is necessary to vigorously develop intelligent connected cars and accelerate the introduction and cultivation of visual sensors, vehicle-level chips, vehicle operating systems, vehicle multi-sensor information fusion algorithms and other key technology.

Guo Manjin believes that technologies such as artificial intelligence, cloud computing, big data, 5G communications, and Internet of Vehicles have been continuously developed, and traditional cars have driven traditional cars to develop to intelligent connected cars. At the same time, with the development of batteries, motors, electrical control, new materials and other technologies, it will accelerate the process of vehicle electrification, and car electronics will maintain a good development momentum.

Authoritative data shows that with the increasingly intelligent and connected car, the level of electronicization of automobiles will increase, and the proportion of the cost of manufacturing in the entire vehicle will continue to increase. It is expected that nearly 50%will be approached in 2030.

【Reporter Notes】

High threshold

Need hard power

Reporter Li Xiaoping

The transformation has never been a slogan. From paper to the ground distance, in the words of people in the industry, it is "100,000 miles", which is very tested for enterprise development. Specify the production capacity of the original consumer electronics to the Jingmen Factory, and adjust the main factory of Xiamen Headquarters to the vehicle power battery factory and smart cockpit factory. It can be seen from its financial data: last year's net profit loss reached 260 million yuan. "The team's" blood change ', the loss of the machine and equipment, the client's re -examination of the factory, the product's yield climbing ... are a huge challenge. "Li Qiang said that there were also questioning of shareholders and concerns in all aspects. The layers of pressure during the transformation made him unable to sleep at night.

Not only the production capacity, but also the pressure of transformation also from challenges from new fields. "Vehicle -level car electronics have strict requirements and have high entry thresholds." Shen Yonggang, general manager of AUO Zhihui Intelligent Manufacturing (Xiamen) Co., Ltd., said that in addition to seizing market opportunities, it is also necessary to establish a stable vehicle operation system. He said that digital transformation is a new momentum for the development of the automotive industry, and has become the most basic and bottom -level change in the industry, and will deeply affect all aspects of the development of the enterprise in the future.

Hong Kong has begun to enter the automotive electronics field in 1993 and is already the "veteran" of this industry."Among our various business segments, the safety and reliability of the automotive field are the highest." Guo Manjin said deeply, the ignorance is fearless, the longer in this industry, the more fearful.Time, only to grind a mature system to ensure that we are always at the forefront of the industry and achieve strong accumulation. "Higher safety and stability determine the high threshold of automotive electronics.The technology should be strong, the system must be rigorous, and there must be a sense of awe of life.

Xiamen Daily reporter Li Xiaoping intern Liu Chenglu

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