The rapid rise of the electric vehicle market will drastically change the ecology of the traditional automotive electronics supply chain. In addition to Tesla, Apple also announced that it will launch the electric vehicle Apple Car, Jing Technology (3042-TW) Will reinvest in Ningbo to establish a capital company Jingchuang Technology to attack the automotive application market; and PCB factory Tripod (3044-TW), Dynamic (6251-TW) And Jing Peng (2355-TW) Are also actively deploying and expanding.
As for the copper foil substrate (CCL) upstream of the PCB, the optoelectronics (2383-TW), in addition to actively expanding production capacity on both sides of the strait, it also acquired 100% equity of US EMD Specialty Materials LLC (hereinafter referred to as “EMD SM”) through a subsidiary, with a total transaction amount of approximately 28.73 millionUSD, Dated toNew Taiwan Dollar 819 million yuan. At the same time, Taiwan Optoelectronics will carry out a capacity expansion project for the Huangshi plant in Hubei, China. It is expected that the Huangshi plant will increase its monthly production capacity by 750,000 units. After the expansion is completed, the monthly production capacity of the Huangshi plant will reach 1.35 million units, and the monthly production capacity of the group will reach 4.3 million units. Zhang, it is expected to be released in the first half of 2022.
Taiwan Optoelectronics acquired EMD SM in order to target the development needs of electric vehicles and self-driving cars, and local production will be more in line with product development needs.
Jingchuang will set up a reinvestment company Jingchuang Technology in Ningbo, Zhejiang, to attack the automotive application market.Through the established Taijing Electronics in Ningbo, investmentRMB 100 million yuan (New Taiwan Dollar 431 million yuan) Establish Jingchuang Technology to focus on the development of the automotive market including electric vehicles. Crystal Technology also plans to set up special equipment for automotive frequency components in the original Ningbo Taijing Electronics Factory, and will further enter the Chinese electric vehicle supply chain as a local legal person.
Lin Wanxing, Chairman of Crystal Technology, pointed out that Crystal Technology has always been cooperating with the design of customer-side automotive electronic control modules. The product application has gone from non-safe car audio-visual entertainment systems to the electronic control field. Current customers include major electric car manufacturers in the United States and China. It is estimated that the proportion of automotive frequency components in Transcend’s revenue will double to 10% within 2-3 years.
As part of the PCB plant, Jingpeng, the world’s second-largest auto board manufacturer, has become more active in entering the electric vehicle market since last year. Jingpeng believes that the European market is driven by the government’s policy of restricting carbon dioxide emissions, coupled with multiple profits. The electric vehicle market will develop rapidly without subsidies.
Jingpeng’s spokesperson Xiao Gongyan pointed out that Jingpeng’s first layout was traditional cars, focusing on the European supply chain. Jingpeng believes that Europe is the largest market for electric vehicles in the future. At present, most European electric vehicles, such as VW, PSA, etc. Pengdu supplies automotive panels and is the main supplier of luxury electric sports cars in Europe. In addition, Japanese Toyota, American Ford and other world-renowned electric vehicles are also Jingpeng PCB customers.
Tripod, which belongs to Apple’s supply chain, had revenue of 55.548 billion yuan last year, a record high. Revenue from automotive plates accounted for about 20% of overall revenue. Tripod had originally entered Tesla. For Apple, it announced that it would launch an electric car Apple Car. Tripod The supervisor said he is actively striving for it.
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