Automotive connection: domestic alternative acceleration, analysis of panoramic analysis of the industrial structure
Blog | Nov 15,2023
Car connectors are widely used in power systems, body systems, information control systems, safety systems, vehicle equipment and other aspects.
With the acceleration of the intelligent trend of automobiles, the amount of vehicle sensors increases, the data transmission requirements (high-speed high-frequency large data volume) increase accordingly, the amount of intelligent connected connectors also increases, and new categories such as high-voltage connectors, high-speed connectors and other new categories The amount in the car is expected to usher in a jump.
Overview of the car connector industry
As a key basic component, the connector is used to realize the connection between the wires, cables, printing circuit boards, and electronic components, thereby transmitting signals or electromagnetic energy, and maintaining changes such as distortion and energy loss between the system and the system.
The main function of the car connector is to achieve the connection of various equipment inside the car. For example, the audio equipment or power sensing equipment needs to be connected through the car connector to improve the adaptability between each equipment to ensure the safety and stability of the vehicle sex.
Its types include round connectors, radio frequency connectors, FCP connectors, I/O connectors, etc.
Car connectors have high technical and production technology barriers, which are specifically reflected in mechanical performance, electrical performance, and environmental performance.
Car high-pressure connector
In traditional cars, the connector is mainly low-pressure.
In the new energy vehicle electrical connection system, the three electronics system is the core incremental component of new energy vehicles. The high-voltage connection system connects the three-electric system like a nerve. Its main function is to ensure that the vehicle’s high-voltage interconnection system, that is, in the internal circuit of Blind or unprepared bridges circulates current.
Car high-frequency high-speed connector
Car high-frequency high-speed connectors can be divided into coaxial connectors (including FAKRA and Mini-Fakra, mainly transmit analogue signals) and differential connectors (including HSD and Ethernet connectors, connecting twisted cables, mainly transmitting digital signals) Essence
Intelligent car supporting data transmission speed has been increased from 150Mbps to 24Gbps, and the car has developed to integrated development to promote the use of MINIFAKRA and HSD to replace traditional FAKRA connectors.
With the volume of the autonomous driving models of the L3-L5 in the future, the demand for high-voltage and high-speed connectors is expected to increase index.
Car connector industry chain
The upstream industries of the connected industry include metal surface treatment services, metal materials, plastic raw materials, etc. The cost of raw materials will be affected by commodity prices such as copper, tin, nickel and oil.
The competitive landscape of the downstream industry in the connection device is stable and mostly traditional industries, mainly including communication, automobiles, consumer electronics and industrial control.
Most of these industries are industries that have developed mature, with high viscosity in customers, and the market mostly shows a high concentration.
Therefore, the traditional connector market has high barriers, and it is difficult for domestic connectors to compete directly with these industries.
The car connector industry structure
The development of automobile connectors is related to the maturity of the automotive industry.
The connection device industry has a high concentration, with sufficient competition. The traditional large manufacturer of traditional connectors has an absolute advantage, and it still has a trend of continuous improvement.
Since 1980, the market share of the top ten major connector suppliers in the world has increased from 38.0% to 60.8% in 2020. In 2020, Tyko Electronics’s share in the connector market reached 16%, Afino reached 12%, and Mo Shi accounted for 8% of the market share.
The automobile industry in the United States, Europe, Japan and other countries and regions started early. With long-term technology and customers accumulated in high-end high-voltage and high-speed connectors, they are in a competitive advantage.
In the context of the current domestic market demand and the limited production capacity of the international front-line connectors, high-voltage and high-frequency high-speed automobile connector manufacturers are expected to usher in a valuable domestic alternative window period.
The domestic high-voltage connector representative Ryochia started the first generation of high-voltage large-current connectors in 2012. The high-speed connector represents Yihua shares in 2015 and developed high-speed connectors.
The main manufacturers of domestic high-speed and high-voltage connectors include Yihua, Electronics, Limu Electronics, Hexing, Lixing Precision, Aerospace Electric, China Aerospace Optoelectronics, De Run Electronics, Yonggui Electric, etc.
On the whole, foreign manufacturers have strong innovation capabilities, with customer advantages, and occupy market leadership. Domestic manufacturers have the advantages of local supply such as flexible and short delivery cycles.
They are expected to seize opportunities such as policy support, connectors upgrade opportunities to explore new standards in the industry and support of downstream local manufacturers.
In the short term, domestic manufacturers are expected to seize the mid-to-low-end market by purchasing product design and using the Ethernet connector standard to formulate the right to raise the market and seize the opportunity of car network restructuring.
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