Automotive Semiconductor Chasing for Victory
Date:2023-08-15

Data source: Enterprise financial report, compiled by China Electronic News

For the automotive semiconductor market, Infineon has given positive expectations overall: on the one hand, the sales volume of electric vehicles is increasing rapidly year by year, and the number of semiconductor components used in each vehicle is also continuously increasing. It is expected that by 2028, the semiconductor composition of pure electric vehicles will increase from about $1000 to about $1500. On the other hand, the momentum of active layout of charging stations will continue. Overall, increasing consumer demand, more diverse vehicle models, increased battery capacity, more intensive charging infrastructure, and many regulations and incentive measures will become positive driving forces for the continued growth of the electric vehicle and automotive semiconductor market.

From a segmented perspective, semiconductor products for autonomous driving L1, L2, and L2+will continue to grow. The shipment volume of L3 will also increase from a smaller base, and more and more commercial autonomous taxis will be put into operation. By 2027, the growth of L1/L2/L2+will be the main driving force for ADAS semiconductor content.

For the next quarter's revenue, multiple companies have given relatively optimistic expectations.

Yifa Semiconductor stated that it expects net income to be approximately $4.38 billion in the third quarter, an increase of 1.2% year-on-year and 1.1% month on month, respectively. The full year revenue for 2023 is expected to reach $17.4 billion, with revenue growth of 6% compared to the second half of 2022 and the first half of 2023.

Enzhipu stated that it is expected that the revenue in the third quarter will be between 3.3-35 billion US dollars, calculated at a median of 3.4 billion US dollars, which is equivalent to a 3% month on month growth.

Renesa Electronics said it expects revenue to be around 370 billion yen (approximately $2.592 billion) in the third quarter, slightly higher than the 368.7 billion yen (approximately $2.584 billion) in the current quarter.

Key layout of silicon carbide to supplement production capacity in the new financial season

On July 5, 2023, Reza Electronics and Wolfspeed signed a 10-year SiC wafer supply agreement, with Reza Electronics paying $2 billion to support Wolfspeed's capacity expansion plan in the United States. Wolfspeed will provide two sizes of silicon carbide bare and epitaxial wafers, 150mm and 200mm, from Reza Electronics.

The purpose of Reza's move is to provide stable and long-term high-quality SiC wafers for large-scale production starting from 2025, in order to support Reza Electronics in advancing its power semiconductor roadmap and better serve customers' widespread applications in electric vehicles, renewable energy, and other fields.

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