[discussion] what applications can analog chips cover new energy vehicle electronics

Recently, productivity of global chip is tight. The main reason for the chip shortage is because of sudden surge in demand for the chip.In the year of 2020, the penetrating rate of NEA was only 3.7% but the rate is skyrocketing to 6% total rising 2.3% in the first half of 2021.

The sales number reaches two million four one hundred in first half of 2021 growing 170% compared to last year.

The growing sales of NEA is solid because the low cardinality is affected by the covid-19.  

We all know that the biggest difference of new energy automobile and traditional automobile is the way of providing power. NEA is more environmental friendly by using electric energy and more suitable under the carbon neutrality policy while traditional automobile would impact greatly on the environment by using chemical energy.

NEA mainly divided into BEV battery electric vehicle, PHEV plug-in hybrid electric vehicle and EREV extended-range electric vehicle, etc. The power system is mainly made up by battery, motor control system, etc. Therefore, the need for the semiconductor is rising high with the development of electrification and intelligentization.

Now the NEA demanding for analog chip is generated by the development of electrification and intelligentization such as power system, auto pilot, instrument board, car body electrics and lighting, etc.  

It would also push the market development of analog chip viewing from application scenario because of its power system made up by motor controller, OBC, DC/DC, BMS, etc. and its sensor transducer of auto pilot mode.

motive power domain

The motive power of NEA is controlled by battery, electrical machine and it would involve energy conversion for many times. It would require considerable amount of analog devices during energy conversion.

Car body domain

Car body electrics, car safety, vehicle comfort control system, communication system and the lighting system are all included in car body domain.

Cabin domain

Cabin domain includes car audio system, car media player, car monitor, car global positioning system, car computer, car alarm system, car parking system, passive keyless enter system and remote control starter, etc.

With the development of new energy automobile, it also stimulates the related industries such as DC/AC charging station, energy storage, intelligent transport and internet of vehicles, etc. The development of related industries also stimulates the demanding for semiconductor.

Compared to the international tycoon of analog chip, China manufacturer would face wide gap on both technology and scale because of late starting thus the manufacturing technique is falling behind.