The automotive electronics industry is expected to follow the home appliance, PC, and cell phone after another whole industry chain level of great development opportunities, the difference is that ① its composition of higher value-added products (high stability / high speed / high precision / low power consumption, etc.), ② its industry chain synergy effect is more obvious (participants through the traditional industry and IT industry), ③ its incremental / stock market is more extensive (for the first time with industrial class attributes to define electronic products, traditional car companies, and IT giants have been involved), ④ its strategic significance is more prominent (industry gradually matured after the threshold effect is more significant).
The cross-cycle properties of automotive electronics, apparently relying on the rise of the rate of automotive electronics and new energy vehicles, the deeper level is that it is in the continuous innovation to meet the massive multi-dimensional demand, software/hardware orders released at a rapid pace and the amount of value added to stabilize or enhance;
At the same time, its pillar industry attributes determine that it is easier to promote import substitution and achieve regional synergy and catch up in the industry chain more rapidly under the comprehensive support of policy and capital. Investment opportunities, standing in the electronic control system and vehicle electronic and electrical system of higher level perspective, an overview of the strategic investment opportunities of each industry synergy!
From the history of automotive development, automotive electronics has become the most important support base for automotive control systems, automotive electrification has become a symbol of the automotive industry revolution, with new energy vehicles, driverless, in-vehicle information system technology is becoming increasingly mature, the future of the automotive industry will develop along the direction of intelligent, networked and deep electronic.
In short, intelligent, networked, and integrated automotive electronics are unstoppable.
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