What new opportunities will the growing Internet of vehicles market bring to magnetic component enterprises?

    The government departments of Wuhan and Chongqing recently issued the pilot policy of unmanned automatic driving, and awarded Baidu the first nationwide unmanned demonstration operation qualification, which is an important milestone in the commercialization of domestic automatic driving. As we all know, the test of automatic driving is not only the "car" itself, but also the "road, cloud, network" and other aspects, which is far from the network construction that can not drive to the Internet.

    The rapid development of 5g industry and automatic driving industry will make the market scale of Internet of vehicles grow at a high speed. According to the data of China Business Industry Research Institute, it is estimated that the annual compound growth rate of China Telecom from 2017 to 2020 will be 29.95%, and the telecom market scale will reach 277.1 billion yuan in 2022. The Foresight Research Institute estimates that with the annual increase in the number of users, the market scale of the Internet of vehicles is expected to reach 800 billion yuan in 2026.

   New opportunities

With the expansion of the Internet of vehicles market, network transformer enterprises have found new market value-added points. For example, Mingpu optical and magnetic, jingweida and other network transformer enterprises have also increased investment in new network transformers in recent years.

   In response to recent investor questions, Mingpu opto magnetic said that in 2021, the revenue of Mingpu opto magnetic communication magnetic parts was 1.253 billion yuan, accounting for 56.01% of the company's overall revenue. With the promotion of telecommunications, the requirements of high-speed transmission and stability of vehicle network have become very demanding, so the traditional network transformer also has high frequency, low loss and stability requirements. Mingpu opto magnetic has been upgraded repeatedly on the basis of traditional network transformer products. At present, the company's chip network transformer has officially replaced the traditional network transformer in batch supply. In addition, Mingpu opto magnetic has recently launched an automobile grade network transformer. The product supports a variety of technologies applied to automobiles. In addition, the product is also designed with a working temperature range of - 40 to 125, which has high signal filtering, isolation and reliability, and meets the quality requirements of aec-q200 automobile.

    In view of the disadvantages of traditional network transformer such as large occupation area, high labor cost and long delivery time, jingweida independently developed a new type of separate network transformer. It is reported that the separate network transformer produced by jingweida began to be laid out in 2020, and has now realized automatic mass production. Earlier, the chairman of jingweida said that jingweida has become a professional network transformer enterprise. In the future, the telecom market is expected to provide high-speed data transmission equipment, EMC equipment, energy conversion and other equipment to the market.

   future

It is not only a network transformer used for information transmission, but also an automobile grade inductor. With the development of intelligent vehicles, the market demand is getting higher and higher. Shun Electronics, as a magnetic parts enterprise in the field of new energy vehicles and intelligent vehicles in the early stage in China, has automotive electronics related products covering automotive battery management systems, auto drive system, telecommunications and so on. However, please note that because the supply chain of the traditional automobile market is basically stable, there are countless magnetic parts enterprises entering the domestic automotive electronics field. At present, China has been at the forefront of the world in the field of new energy vehicles and automatic driving, which is a good time to reshape the automobile industry chain. Under the wind of the times, we will wait and see what answers domestic magnetic parts enterprises will give.

In view of the disadvantages of traditional network transformer such as large occupation area, high labor cost and long delivery time, jingweida independently developed a new type of separate network transformer. It is reported that the separate network transformer produced by jingweida began to be laid out in 2020, and has now realized automatic mass production. Earlier, the chairman of jingweida said that jingweida has become a professional network transformer enterprise. In the future, the telecom market is expected to provide high-speed data transmission equipment, EMC equipment, energy conversion and other equipment to the market.

future