汽車板藍海市場逐漸染紅,ADAS為新興成長來源
Date: 2019-05-31
News Type:
新聞說明
隨著全球汽車市場銷售量下滑,再加上電路板廠商紛紛跳入汽車板的生產行列,過去毛利率一向高於傳統3C的汽車板也面臨殺價競爭的狀況,已逐漸脫離利基市場的行列,ADAS成為最具成長潛力的汽車板應用領域。
影響分析
按照往年慣例,汽車電路板的淡旺季和其他電路板產品有所不同,每年第一季反而是汽車板的銷售旺季,2019第一季台商兩岸生產的電路板產品在汽車應用市場中年成長率衰退4.3%,反應下列幾項事實:1.全球汽車市場在2018年呈現出貨量衰退後,汽車市場仍面臨衰退危機。2.雖然單部汽車電子化比重升高,使用電路板面積增加,但進入汽車板的廠商更多,部分非安全性電路板產品面臨客戶降規低價採購,影響平均單價及產值成長率。3.由各家汽車板廠營收表現各異觀察,未來著重在車速控制、車道控制、剎車控制、…等ADAS系統的廠商更具成長潛力。
車速控制、車道控制、剎車控制、自動停車…等皆屬於汽車之先進駕駛輔助系統(Advanced Driver Assistance Systems ; ADAS)是近年來在汽車電子應用中最具成長動能的技術之一。2015年全球汽車市場中僅約10%的車輛配備ADAS的功能,2020年則預估ADAS在汽車中的滲透率已可達三成,尤其在歐洲汽車市場中,汽車配備ADAS的比重更將接近九成。
ADAS系統中的各項應用必需即時處理龐大的資料,未來甚至需仰賴汽車上配置的伺服器處理邊緣運算,因此皆需要高頻/高速板之電路板支援。若由目前涉足汽車電路板市場的廠商觀察,若仍以過去傳統車載資通訊、車身、娛樂…等應用為主,則受到汽車銷售停滯的影響,此類汽車板廠商的成長動能較低,反觀若著重在ADAS相關應用所需之電路板廠商,明顯呈現出較強勁之成長動能。(新聞來源:TPCA台灣電路板協會)
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