In the past few years, Taiwan’s cooling plant has actively deployed the automotive field. With the gradual expansion of the demand for electric vehicle cooling, recent benefits have gradually emerged, including Shuanghong (3324-TW), Emler (2241-TW), Lizhi (3483-TW), Yuanshan (6275-TW) And others provide different heat dissipation solutions, and are optimistic that the contribution of vehicle revenue will grow significantly, which is expected to become a new outlet outside of mobile phones.
Although heat dissipation plants have all entered the automotive market, compared to the previous mobile phone market, which mainly used heat pipes and hot plates, the applications of heat dissipation plants in the automotive field are also different. Among them, Shuanghong focuses on CPU and GPU cooling products. In addition, there are also car computer heat dissipation, engine heat dissipation, equipment heat dissipation, large engine unit modules, etc.
Lizhi provides heat dissipation solutions for automotive electronics systems; Imler focuses on IGBT chip heat dissipation modules for electric vehicles, and recently developed water-cooled heat dissipation solutions and advanced driver assistance systems (ADAS) central control computer heat dissipation modules; For automotive cooling fan applications.
Shuanghong obtained international certification at the beginning of this year. In addition to contacting Tier 1 manufacturers and indirectly entering European and American brand car manufacturers, Shuanghong will also supply a small amount of central control system cooling products to American customers. It will start to make revenue contributions in the second half of this year at the earliest. However, it is still in the early stage. The initial estimated revenue is only 2-3%, about 300-400 million yuan, and the revenue contribution is expected to increase significantly next year.
Committed to the automotive market three years ago, it has indirectly entered European, Japanese, and Korean car manufacturers, including electric cars, gasoline and diesel cars, traditional cars, etc., and provides cooling solutions for the electronic system of the car factory. Because electric cars control any mechanism Need to reduce heat. The demand for heat reduction is higher than that of traditional cars and the use of heat sinks is at least 200. The target is to increase the proportion of non-notebook-related revenue from single digits by more than 20% in the first half of the year.
Aimler provides IGBT chip heat dissipation modules for electric vehicles. In addition to the mass production of existing customers’ new projects in the first half of this year, electric vehicle ADAS has become a standard equipment for automobiles. With the expansion of heat dissipation requirements, it develops water-cooled heat dissipation solutions. Due to the effect of water cooling Better, the customer certification phase is currently underway, and mass production and shipment will contribute to revenue in the second half of this year at the earliest.
Yuanshan’s automotive cooling fan applications include seats, central control systems, audio-visual systems, charging, fragrance systems, PM2.5 filters, etc., which are mainly supplied to European suppliers and indirectly enter the top European automotive manufacturers. Yuanshan said that as customers completed inventory last year, and the Chinese auto market benefited from government subsidies and automakers’ vigorous marketing, demand remained high-end, and automotive fan orders have been seen in the second quarter of this year.
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