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原标题 汽车半导体:研究框架(135页)
来源 方正证券
我们认为电车的本质即是对能量和信息的应用:
利用能源(信息论):功率半导体电控对锂电池的应用,实现电动化;
利用信息(控制论):数字、模拟芯片对信息的处理,实现无人驾驶;
本框架基于能力和详细的处理应用,分为两大板块10个环节:
1、电车之脑(CPU、FPGA、ASIC)华为MDC 特斯拉FSD 英伟达Xavier 高通
2、电车之心(MOSFET)华润微、立昂微,新洁能,闻泰科技,扬杰、捷捷
3、电车之心(IGBT)华虹、比亚迪、中车、斯达半导、新洁能、士兰微、华微
4、电车之心(第三代半导体)CREE、三安集成、山东天岳、天科、闻泰
5、电车之耳(V2X射频模拟)卓胜微、思瑞浦、紫光展锐、圣邦股份
6、电车之眼(CMOS摄像头)韦尔股份、晶方科技、联创电子、舜宇欧菲
7、电车之忆(DRAM、NAND、NOR)长存长鑫、兆易创新、北京君正、聚辰
8、电车之屏(LCD、OLED)京东方、TCL科技、维信诺、深天马
9、电车之灯(LED车灯)三安光电、华灿兆驰
10、电车之杖(超声波/毫米波雷达)
最后还有产业链的上游支撑:封测(长电科技、通富、华天)、设备(北方华创、屹唐、华峰)、制造(中芯、华虹)、IP(芯原)、材料(中环、沪硅、立昂)
![](http://n.sinaimg.cn/finance/crawl/25/w550h275/20201217/9b0d-kfnaptt4579149.jpg)
![](http://n.sinaimg.cn/finance/crawl/162/w550h412/20201217/6572-kfnaptt4558684.jpg)
风险提示:宏观经济环境下行;中美关系恶化;上游晶圆持续紧缺;国产替代不及预期;新能源汽车/电动市场发展不及预期电车智能互联发展不及预期;自动驾驶发展不及预期
正文如下
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电动车有两颗”大脑“:
一个处理数字信号:是控制论在无人驾驶的应用,其本质是多反应+少预测的特斯拉FSD,其L5 ADAS的算力将高于智能手机几个数量级,用CPU、GPU、FPGA、射频、存储芯片组成庞大异构算力实时运算将电车唤醒,车载含硅量也将是数量级的提升。
一个处理物理能源:是信息论在电池电控的应用,四两拨千斤的功率半导体,用少量信息处理控制巨量电流,极大的提高能效和控制精度,其背后需要一系列的半导体器件(SiC、GaN、IGBT、Mosfet)来实现半导体对电能的有效控制。
![](http://n.sinaimg.cn/finance/512/w256h256/20200807/333c-ixkvvuc9099771.png)
![](http://n.sinaimg.cn/finance/cece9e13/20200514/343233024.png)
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