未來汽車發展新機會,汽車電子
Date: 2014-06-19
News Type:
2014年伊始,全球科技巨頭紛紛切入汽車領域。近30年的汽車技術創新70%左右來自於汽車電子或者與汽車電子相結合技術。未來汽車電子聚焦在動力、資訊、安全這三個方向,對應的汽車電子領域為電氣化、車聯網、智慧駕駛。電氣化:動力總成電子業務空間廣闊新能源車發展與電氣化動力總成電子技術發展相輔相成。隨著新能源汽車的規模發展,動力總成電子作為新能源汽車發展關鍵,已逐步進入快速發展期,且遠期空間可達RMB3,000-4,000 億。車聯網:Telematics 業務迎來大時代。車聯網核心業務 Telematics 在全球範圍內蓬勃發展。而隨著移動通信運營商服務的升級、車廠的重視程度的加大、科技企業滲透的加速,國內Telematics 業務將明顯發展,且未來空間潛力巨大,僅前裝市場即有RMB1,800 億左右。智能駕駛:智慧駕駛迎來廣闊空間,ADAS 是智慧駕駛中最具備市場的技術。全球ADAS 行業發展迅速,而國內ADAS 處於導入期,加速發展前景良好。其他機會:舒適應用逐步國產化。在國內企業實現有效突破之下,舒適應用領域的汽車電子國產化機會將顯現。均勝電子、比亞迪、東風科技、雲意電氣符合行業發展且具備競爭優勢。(來源:騰訊財經)
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