Car cockpit product mass output, Snitai technology automobile electronic layout is another city

21st Century Business Herald reporter Zhang Sainan intern Huang Xiaoying Shanghai report

Consumer electronics demand is weak, and major industrial chain companies have turned to automotive electronics.

Recently, New Thai Technology (600745.SH) has made new progress in the automotive field.

On July 13, Wentai Technology issued an announcement that the company's product integration business is actively deploying the automotive electronics field. The company's development of smart cockpit products supporting the brand's brand of new energy vehicle head manufacturers is progressing smoothly. At present, the cockpit product has entered mass production and started shipping.

It said that the company's product integration business has expanded from traditional mobile phone ODM to a broader field of laptop, AIOT, server, automotive electronics and other areas.

The 21st Century Economic Herald reporter noticed that in addition to integrating business, Wentai Technology's other two major business semiconductor business and optical business have been deployed in the automotive field.

Product integration business upgrade

The three major businesses of Wintai Technology are semi -conductive business, product integration business, and optical business. Among them, the integrated business developed from the mobile phone ODM, and then expanded to expand to tablet, laptop, IoT, server, automotive electronics and other fields. It can be said that this is the business of "sending home" of En Tai Technology.

Since 2022, the business has been upgraded rapidly, and the news of related production has continued. Among them, the most watched market is the order of Apple.

In March of this year, Wentai Technology announced that it had cooperated with a number of business cooperation with computers, smart homes such as computers and smart homes and signed cooperation agreements; smart home projects began to mass production and realized normalized shipments. The total amount of cooperation is expected to be about 50 about 50 100 million yuan. In June, Wentai Technology announced again that the company's cooperation with specific customers in overseas products in the product integration business has been promoted in an orderly manner. Recently, the company's computer projects cooperated with specific customers to pass customer verification, and the product has begun to ship.

The company said that the cooperation with specific customers in the product integration business this time has expanded the company's product field, optimized the company's customer structure, and will have a positive impact on the company's 2022 and the future business results.

From smart homes to computers, to today's smart cockpit products, Wentai Technology's integration business has further expanded from consumer electronics to the automotive field.

Wen Tai Technology said that the shipping of this car project indicates that the company's product performance, innovation capacity, quality control, supply capacity, etc. have been fully recognized by the domestic new energy vehicle head manufacturers in the field of automotive electronics. Important breakthroughs in business accelerated expansion of the automotive electronics market.

Regarding the layout of the automotive business, Wen Tai had expected it. The 21st Century Economic Herald reporter noticed that earlier Wen Tai Technology stated publicly that in 2022, the product integration business was not only improved in mobile phone business, but also laptops, servers, and IoTs (such as TWS headphones (such as TWS headphones , Smart Watch) and automotive electronics business will have obvious contributions.

Comprehensively expand the automotive field

The mass production of car seat products this time is the corner of Son Tai's science and technology layout of automotive electronics. In August 2021, Wentai Technology stated that the company fully deployed the automotive electronic business.

According to the 2021 report, the company said that the goal is to become a smart car and smart travel provider of smart cars and smart travel in the automotive electronics industry to provide customers with a complete set of solutions from software to hardware to manufacturing (including but not limited to smart intelligence Innovative products in the fields, intelligent networking and autonomous driving).

In fact, compared with integrated business, the market is more looking forward to the layout of Son Tai's semiconductor business in the automotive field.

Semiconductor business has become the most profitable business of Wentai Technology. In the first quarter of 2022, Wentai Technology's semiconductor business realized operating income of 3.697 billion yuan, an increase of 9.62%year -on -year, 42.94%of gross profit margin, and net profit of 854 million yuan, an increase of 41.18%year -on -year.

In terms of downstream applications, the automotive field, including electric vehicles, is the main direction of Evai's technology semiconductor income source. Last year's interim report showed that An Shi originated from 45%, 22%, 22%, 6%, and 5%of the revenue in automotive, mobile and wearable equipment, industrial and electricity, computer equipment, and consumption fields.

According to Tianfeng Electronics, the downstream customers of Anshi include Bosch, BYD, Mainland, Delphia and other automotive industry chain companies.

Wen Tai Technology is still expanding the production capacity of the vehicle chip. In April 2021, Wen Tai Technology announced that it would invest 12 billion yuan to build a 12 -inch car -level wafer fab in Shanghai to produce divided devices such as power chips and transistors for electric vehicles.

In terms of optical business, Wen Tai Technology also said that in 2022, it will expand from a single customer to multiple customers, covering multiple fields such as mobile phones, laptops, IoT, and vehicle cameras.

Zhang Xuezheng, chairman of Wentai Technology, said that based on its own technology and deep understanding of applications such as downstream smart terminals, automobiles, etc., Wentai Technology can deeply integrate with An Shi chip -level packaging technology to develop 4G/5G, IoT modules, etc. Innovative products, greatly improving profitability. As 5G enters the commercial stage, the era of all things and smart cars has arrived. "In the future, Wentai Technology will develop module products based on Anshi chip development, and cooperate with Wintai Technology's software, servers, drivers, and cloud service capabilities. It has huge development potential in applications such as hardware and smart cities. "

- END -