Software defined car, AI chip, golden track From Soochow Securities

The following is the Software defined car, AI chip, golden track From Soochow Securities recommended by recordtrend.com. And this article belongs to the classification: Brokerage Report, Automobile industry.

Software defines the automotive era and the golden track of vehicle gauge AI chip

During the development of automobile from distributed architecture to domain control / centralized architecture, AI chip, as the carrier of computing, has gradually become the core of the era of intelligent automobile. Integrating more AI units is the general trend of intelligent chip technology. AI chips realize more efficient AI operation by adding neural network units. According to our calculation, the scale of China’s automotive AI chip market will increase from US $900 million in 2019 to US $9.2 billion in 2025, with a compound growth rate of 45.0%; By 2030, it will reach US $18.1 billion, with a 10-year compound growth rate of 28.8%.

Tesla FSD leads the industrial development, and the AI chip pattern is gradually clear

Tesla FSD is developed and used by itself, leading the industrial development and belongs to the independent level. NVIDIA, the global AI leader in GPU field, has the most perfect software tool chain and application ecology. Relying on Intel’s Mobileye, it has rich customer resources and has been verified in mass production. It belongs to the first array. Qualcomm has switched from the intelligent cockpit domain to the automatic driving domain, quickly opening up the two key links of automotive intelligence; Huawei AI chips cover all areas of cloud side end, with strong technical strength, and are oriented to L2 + and above markets. Both Huawei and Qualcomm have accumulated technology in the communication field. Combined with the layout of intelligent driving, it is expected to quickly improve the automotive intelligent ecology. Horizon benchmarking Mobileye is expected to realize localization and substitution.

Car AI chip track has long slope and thick snow, breeding Unicorn horizon

Horizon strategy focuses on the R & D and industrial implementation of vehicle specification level intelligent driving AI chip + aiot edge AI chip, and mainly provides solution products (chip + software algorithm). Main advantages of the company: 1) as a neutral third party, chips and algorithms can be sold separately or integrated solutions, which are trusted by customers; 2) Domestic chips are preferred in China; 3) Strong technical team. The core technical backbone of the company comes from technology giants such as Baidu. 4) Rich industrial resources. Since its establishment, it has accumulated 10 rounds of financing, and has also attracted investment from many upstream and downstream enterprises of the automotive industry chain, such as BYD, Great Wall Motor, Shunyu optics, Xingyu shares, etc.

Mobileye, backed by Intel, is the leader of AI chips in ADAS market

By the end of 2020, Mobileye had sold about 73.3 million chips, and the market share from ADAS to L2 + solution was about 70%. The shipment of eyeq series chips increased from 2.7 million in 2014 to 19.3 million in 2020, with a CAGR of 38.8%. Meanwhile, Mobileye’s revenue continued to grow rapidly, with a CAGR of 37.4% from 2014 to 2020.

Qualcomm is the king of intelligent cockpit chips, with a comprehensive layout of automotive intelligence in four directions

The functional properties of the cockpit are similar to mobile phones. With its advantages in the mobile phone field, Qualcomm continues to take the lead in the automotive cockpit field. In addition, relying on its rich cockpit chip customers, Qualcomm continues to cultivate the field of automotive intelligence, mainly including four aspects: intelligent cockpit, ADAS / automatic driving, vehicle networking and vehicle to cloud platform.

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