The strongest Tier1 lineup! More than 20 Tier1 faucets dig into automotive chip trends behind closed doors

Smart phones are developed from the module industry, and then transition to chips, materials; now smart cars lack chips, everyone is looking at chips, in fact, the real opportunity is Tier1 company, they occupy more than 10 trillion industries in the world, here will produce big opportunities.

Therefore, on April 12th, we will hold the fifth phase of the core phase two salon with the theme of "How to see the intelligent car chip system from the perspective of Tier1", focusing on inviting more than 20 Tier1 companies and a number of automakers to judge the future upstream and downstream industry trends from the perspective of Tier1! The importance of Tier1 is not only to control upstream procurement at present, but also to determine the competitiveness of downstream customers in the future.

You can scan the QR code below the code to apply for registration!

(This salon is closed to the public, the specific guests and agenda please scan the code to know the actual participation after passing the review)

How do I join us?

We are not only doing a salon on the theme of automotive chips, but more importantly, we want to take this as an opportunity to create a circle of contacts for automotive chips and provide an exclusive platform for people in related industries to share information, discuss topics, exchange and cooperate.

The recruitment requirements are as follows:

1. Suppliers of complete vehicles and supporting vehicles;

2. Employees of upstream enterprises related to automotive chips are not limited to EDA, equipment, materials, Fab, chip design, packaging and testing, etc.;

3. Good at a certain field of automotive chips, can share valuable content;

4. The company has a certain industry influence.

Since there is a threshold, the supporting benefits can not be bad, each member of the car chip circle, in the next year, the following welfare fees are free:

1. Priority to participate in various automotive chip activities held by The Core Think Tank;

2. Get the latest industry information and hot spot information;

3. Give priority to obtaining some industry research reports;

4. Help dock project cooperation, investment and financing opportunities.

As a major automobile producer, the mainland ranks first in the world in automobile production, and the demand for automotive semiconductors is strong. In 2020, the size of China's automotive semiconductor market is about 11.8 billion US dollars, and it is expected to reach 15.9 billion US dollars by 2030, with a compound annual growth rate of 5.40%.

New energy vehicles are the largest users of chips. With the continuous advancement of chip technology, the promotion of new energy favorable policies, the demand for automotive chip market continues to rise, a traditional car generally uses about 500-600 chips, a new energy vehicle with a configuration of not low needs about 2000 chips, the future of major automakers are expected to use automotive chips on a large scale.

Secondly, based on the competition of different systems of hardware, the automotive industry will usher in major changes, and it is important to judge the needs of users and the trend of automobiles. We believe that:

1. The division of labor mode, evolution path and giant growth model of the mobile phone and automobile industry chain can be compared and studied, and the differences can be found in the comparison, and the commonality is found in the differences, and our core think tank is very familiar with the entire industrial chain of mobile phones.

2. Cars are essentially running hardware. Therefore, the "operating system" in the future car is a hardware-centered control system. In the past, the car as a whole was functionally distributed, so there was essentially no core central control system. Although all car manufacturers are forced by competitive pressure and learn from Tesla, they all want to integrate vertically, but the ability of vertical integration is based on scale effects, ecology and market competition logic, and the future of automobiles should be based on the competition of more system hardware.

3. Where is the control system of the future? It depends on what the car does in the future and how to serve users, and how to achieve this goal, how to improve innovation ability through intelligence, and how to reduce innovation costs and increase innovation speed through industrial chain reconstruction. From the user's point of view, the car has and only two functions: driving and independent enclosed space. The safety, convenience and efficiency related to driving, and the needs of social, entertainment, office and meta-universe related to independent enclosed spaces are all opportunities for the future. Air suspension, steer-by-wire turf, safety cushioning systems, AR, smart cockpits are all due to this.

4. In fact, so far, there are not many real smart car brands. Smart cars are not intelligent by upgrading a stereo, installing a large screen, and putting on a few more cameras. If this is the case, the car has no future; if it is all the current intelligent closed mode, there is no future.

5. Research on automotive trends is important and exciting, requiring constant speculation and penetration.

▲The inauguration ceremony of the core think tank

I am Jiang Lei, the founder of Chip Superman, and everyone calls me Flower Sister. In recent years, it has purchased more than 1 billion yuan of chips, and has also cooperated with many automakers and Tier1, creating articles with more than 10 million reads and covering more than 250,000 industry users.

In 2005, he began to enter the industry from chip procurement, and in 2017, he wrote the public account [Core Shixiang] and began to start a business, and has spent 17 years in the chip industry. From 2G to 5G, from functional machines to smart machines, from oil trucks to trams, watching chips from consumer electronics to automobiles, Internet of Things, industry, energy, etc., penetrate into all walks of life.

Last year, I met Zhao Xiaoguang, director of the Tianfeng Securities Research Institute, a platinum analyst who won the first place in the new wealth electronics industry for 7 consecutive years.

He has been conceiving a platform that can be based on various application fields, measure the competitiveness of upstream chip companies from the most downstream procurement, look at the downstream industry trends from upstream chip companies, and make forward-looking judgments on technical routes, demand structures, and competition models. And in what form will this platform exist? We invariably think of "people", this intellectually intensive industry, and the lack of a real semiconductor industry think tank.

As soon as it was hit, we decided to launch the "core think tank" of China's semiconductor industry. Tianfeng Research led by Guangzong has systematic research advantages in various industries, combined with the advantages of chip superhuman deep roots in the industry, we are not only familiar with the chip industry, but also familiar with the downstream industries, pointing to the pain points of the industry, taking the creation of chip expert think tanks and chip expert circles as the starting point, and further creating enterprise libraries, project libraries, resource libraries, databases, industry maps and indexation trend analysis in various fields through in-depth interviews and three-dimensional tracking.

On February 23, we invited nearly 1,000 upstream and downstream experts and scholars in the semiconductor industry chain to participate in the "First Semiconductor Industry Summit and The Inaugural Meeting of The Core Think Tank." (For more information about the conference, please check us out!) The First Semiconductor Industry Summit & Inaugural Meeting of Core Think Tank was successfully held)

▲The first semiconductor industry summit and the inaugural meeting of the core think tank

After the conference, we began to continue to "open a small stove" for the members of the core think tank non-stop, and continued to deliver the commitment of the core think tank when it was established: to organize offline salons and private gatherings. In the past month, we have held 4 weekly activities of the core think tank - meet the core period of the second series of salons, we will target the theme of automotive chips, from the shortage of automotive chips and the improvement cycle of the automotive industry hot topics, to automotive sensors, automotive MCUs, automotive power devices and other subdivision focus topics.

In this process, we deeply feel that the automotive industry, especially smart cars, will be the core area of chip applications in the future. Based on this, we plan to create a circle of contacts focusing on automotive chips, so that people in related industries can participate together, share information, discuss topics, exchange and cooperate.

Scan the code for details

Here are the main answers to your questions:

●What preparations did we make?

●What will we do in the future?

What are we preparing for?

In the past month, we have held 4 weekly activities of the core think tank - meet the core period of the second series of salons, the salon focuses on private gatherings, mainly industry people, 20-30 people at a time, and the discussion time lasts about 3 hours. The topics discussed were more focused and in-depth. The information of participating guests and the content of the discussion will not be disclosed to the public.

To sum up, our salon mainly has the following characteristics:

1. The concentration of industrial attributes is as high as 95% or more

The positioning of the Core Think Tank is in line with the same, we want to ensure the high concentration of industrial attributes of salon activities, so we will strictly screen after collecting the registration form every time. The classification of the participating guests in the fourth phase is: automobile vehicle and Tier1 enterprises (accounting for 18%), chip original factories (accounting for 70%), industrial investment (accounting for 12%), and the industrial attribute concentration of salon guests can reach more than 95%. In terms of further subdivision, from wafer foundry to chip original manufacturer, Tier1 manufacturer, vehicle manufacturer, to industrial investors, each salon basically covers the entire automotive chip industry chain.

2. Preferential topics of concern to industry people

The most important thing in the salon is always the quality of the content supply chain, first of all, on the topic, we will do a good job of user research in advance, determine the theme of the next salon according to the survey results, and finally select several core issues from dozens of questions for in-depth discussion.

3. Blessing of big names in the professional field

Based on the results of the survey, we will determine the theme of the next salon, and we will invite senior experts in the field to join the topic discussion. This expert may be the founder of a leading enterprise in the field, or a technical bull who has been deeply involved in the field for many years, or a supply chain tycoon from the terminal... In the exchange collision, the opportunity for cooperation may have planted the seeds.

4. Not only identify problems but also help solve them

After the first offline activity, we organized a special matchmaking meeting for leading automotive power semiconductor companies and automotive customers to efficiently help 8 automotive customers successfully dock. Our core think tank will not only find the pain points of the industry and the reasons behind it, we are better at solving problems and providing value for members in all aspects.

At the same time, the core think tank will hold the "Automotive Chip Industry Development Summit Forum" during the 2022 Beijing Auto Show (time to be determined). Members of the car chip circle will have the opportunity to get free tickets.