The core "deep learning" of artificial intelligence (AI) continues to be introduced into the automotive supply chain, 5G and lithium battery charging technology, Fubon Securities believes that the future car will be automated (Autonomous), networked (Connected) and electrified (Electrified) The three major trends have led to huge business opportunities for Taiwan's technology plants. The CES (Consumer Electronics Show) held in Las Vegas in January is an important indicator of the trend of technology. In recent years, major IT giants and car manufacturers have integrated new energy vehicles, car networking applications, and autonomous driving. Technology applications have made it the focus of CES, and even CES has another literal meaning (Car Electronics Show). Fubon Securities pointed out that when the automobile industry moves from traditional machinery to science and technology, it will provide huge development opportunities for Taiwan's electronic technology industry. Observing the development of autonomous driving software and hardware, regardless of deep learning, visual identification and fine road map system, etc., has not yet matured, plus legal and insurance specifications, experts estimate, can be completely under any road and weather conditions Level 5 self-driving for automatic driving will not start to enter the market until 2028. Prior to this, Advanced Driver Assistance Systems (ADAS) and Connected Car will build self-driving sensory systems and communication systems to gradually achieve the goal of autonomous driving. At the same time, electric vehicles are bound to become a trend when governments demand energy conservation and carbon reduction. Since 2025, the Netherlands, Norway and other countries will ban fuel vehicles, while Germany, the United Kingdom, and France are also following up between 2030 and 2040. This policy has forced traditional automakers to invest heavily in the development of their own new electric vehicles. Electric vehicles not only replace fuel-driven electric energy. Compared with traditional internal combustion vehicles, a large number of electronic components in electric vehicles are the basic components of electric drive, and accelerate the car to become intelligent and networked. Tesla is the best example. In other words, the car will be driven by the three major trends of “AI, car networking and electrificationâ€, which will cause major changes in the automotive supply chain and the product itself. According to research institutes, the annual sales volume of electric self-driving vehicles above Level 2 in the three major automobile markets in the US, Europe and China will rapidly increase to 81 million in 2030, gradually replacing the current commercial traditional fuel vehicles. . Fubon Securities pointed out that China's technology industry has grown rapidly in recent years, and electric self-driving has become one of the development priorities of this market. According to its "Smart Vehicle Innovation Development Strategy" opinion draft, the goal is to achieve 50% of new smart car vehicles by 2020. In 2035, it will be the first to become a smart car power. The PWC report also assesses that mainland China will surpass the United States and Europe to become the largest electric self-driving car market in 2030. Obviously, China's policy encouragement and huge demand market are a major advantage for its development of electric self-driving cars. Indeed, when China's technology giants are all investing in the development of electric self-driving cars, Baidu has released more than 90 international technology manufacturers to participate in the Apollo 2.0 self-driving platform. Tencent and Alibaba are also involved in car factory cooperation and investment in electric vehicles and car networking. investment. In addition, mainland new entrepreneurs such as Baiteng and Xiaopeng electric vehicles have also attracted attention from the market in this year's CES performance. It is foreseeable that mainland China's position in the electric self-driving car market will become more and more important. According to the IEK report, the current global automotive electronics production value is about 250 billion US dollars. With the trend of automobile automation, electrification and networking, it is estimated that its output value will exceed 350 billion US dollars in 2025, including the growth of automobile power and automobile safety. The most important will undoubtedly bring huge business opportunities for Taiwan's semiconductor and electronic components. Fubon Securities pointed out that the key components of electric self-driving vehicles can be divided into four major systems: “drive, electric energy, sensing and controlâ€. The former two are the core of constructing electric self-driving power system; sensing and line control are Let electric self-driving cars reach intelligent, even unmanned, important systems. First of all, the drive system is mainly composed of an electric motor, a transmission system and related controllers. This part takes a lot of space in the motor industry. Second, the power system includes a battery, a power module, a power management system, and a charging device. As the trend of automotive electronics and power generation evolves, the automotive voltage will also be converted from the current 12V to 48V voltage system, and the relevant electronic power component specifications will change accordingly. This part will be a long-term benefit for power components (MOSFET & IGBT). Finally, the "sensing and control system" can be divided into a vehicle processor, an AI computing chip, a memory, a sensing component/module, and a vehicle networking device. The vehicle processor must have high-order processing performance, process through high-speed computing chips, integrate various sensor information, perform deep learning and program of vehicle driving route planning; sensor part, use different types of sensors to perform power output, energy Control, security protection and driving assistance, collect data to provide the environmental information required by the ADAS subsystem, and compensate for the driver's awareness of the environment through image sound warning or vehicle self-regulation; In the past, mechanical sensors such as gyroscopes and accelerometers advanced to non-contact sensing technologies such as ultrasonic, image lenses, radar and optical radar. Fubon Securities pointed out that the automobile industry, which has been in development for more than 100 years, has already formed a large and closed ecosystem. However, when Google, NVIDIA, Intel, Tesla and other companies enter the automotive market, the new automobile design has given the technology electronics factory a new focus. Taiwan's electronic technology manufacturers have been concentrating on the automotive electronics market for many years and finally have the opportunity to see results. According to the estimates of the Industrial Technology Research Institute, the output value of Taiwan's automotive electronics will exceed 220 billion yuan this year, and the challenge of 276 billion yuan in 2020 will be faster than the global industry average. Investors are advised to focus on the car-electricity group that has already entered the Tesla supply chain and the subsequent IC, sensor and power component stocks with growth momentum. Stator and rotor laminations are an important part of motors and generators. For small-size and large batch laminations, we usually use the progressive punching. 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