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중국의 자동차 일렉트로닉스 OEM/ODM/EMS 산업(2024년)
Automotive Electronics OEM/ODM/EMS Industry Report, 2024
상품코드 : 1482382
리서치사 : ResearchInChina
발행일 : 2024년 05월
페이지 정보 : 영문 340 Pages
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한글목차

현재 중국의 자동차 전자 산업에서 OEM은 크게 세 가지로 나눌 수 있는데, 여기에는 Luxshare Precision, Flextronics, Wistron, Quanta와 같은 기존 소비자 전자 제품의 EMS 제공 업체, Wieson Automotive 및 Maruhi Electronic과 같은 자동차 전자 제품에 주력하는 조립업체, Joyson Electronic 및 Hangsheng Electronics 등과 같은 Tier 1 공급업체의 OEM 및 조립업체가 포함됩니다.

OEM이 자동차 전자 분야에 진입하는 세 가지 방법

자동차 일렉트로닉스 분야에 진입하는 여러 제조업체의 성장 경로를 정리하면 대부분의 기업은 인수, 협업 등의 방법으로 자동차 산업 체인에 참가하고 핵심 기술을 획득함으로써 자동차 산업 진입 속도를 가속화, 시장을 확대하고 산업의 집중도를 높이고 있습니다. Huaqin Technology, Wingtech Technology, Luxshare Precision과 같은 제조업체는 자동차 전자 분야 및 합작 투자 회사를 설립하고 자동차 전자 분야에서 새로운 비즈니스 성장 여지를 모색하고 있습니다.

소비자 일렉트로닉스에서 자동차 일렉트로닉스로의 역할 전환에 필요한 자원을 구축하는 데는 시간이 걸리고 기간 자동차 부품 공급에 직접 진입할 가능성은 낮습니다. 따라서 자동차 전자 제품을 손에 넣기 시작한 대부분의 제조업체는 부가가치와 기술적 부족이 낮은 제품으로 시작했습니다.

경로 1 : 예를 들어 Foxconn은 2005년 중국 대만의 4대 자동차용 와이어 하네스 제조업체 중 하나로 배터리 케이블, 리버스 레이더, 스마트 장치 등의 전자 부품을 제조하는 AnTec Electric System을 인수했습니다. 이로 인해 Foxconn은 자동차 분야에 진출했습니다. 2010년 Foxconn은 Tesla공급업체 시스템에 진출하여 센터 콘솔 터치 스크린 패널, 커넥터, 커버 등의 부품을 제공했습니다. 2013년 Foxconn은 Mercedes-Benz 및 BMW와 같은 국제적인 선도적인 자동차 회사공급망 시스템에 진출했습니다.

경로 2 : Pegatron의 자동차 전자 분야에 대한 첫 번째 단계는 업계 제조업체와 협력하여 자동차의 기초 지식을 강화하는 것입니다. 그런 다음 관련 신기술을 독자적으로 배웠고 자동차 전자 시장에서의 발판을 준비했습니다. 예를 들어, Pegatron이 개발한 상업용 로봇 Aria는 자율주행차의 기초가 되는 HD맵이나 장애물 회피 등의 기술을 사용하고 있기 때문에 실은 자동차 진입에 대한 준비입니다.

경로 3 : Luxshare Precision은 와이어 하네스의 OEM 및 어셈블리에서 소비자 전자 분야로 손을 잡고 점차 연결 와이어, 커넥터, 음향 및 무선 주파수 장치, 무선 충전, 전자 모듈 등의 생산으로 확대되었습니다. Luxshare Precision은 소비자 일렉트로닉스와 마찬가지로 탁월한 커넥터에서 자동차 전자 분야에 발을 디디고 다양한 인수를 통해 자동차 전자 분야에 진출했습니다.

Luxshare Precision은 2008년에 델파이에 USB 케이블을 공급했고, 빨리 자동차 시장에 진출했습니다. 자동차 시장에 진입한 후 '내발적 성장과 에피택셜 성장'이라는 병행 발전 전략을 기획하고 투자, M&A, 자발적 개발을 거쳐 자동차 부품의 Tier 1 공급업체가 되고 있습니다. 2011년 Luxshare Precision은 Luxshare Precision Industry(Kunshan) Co., Ltd.를 설립하여 우선 자동차용 커넥터 및 와이어 하네스 등 부품 사업을 전개했습니다. 2012년 Luxshare Precision은 Fujian JK Wiring Systems Co., Ltd.를 인수하여 자동차용 커넥터 분야에 진출하여 Denso공급망에 진출했습니다. 2013년 Luxshare Precision은 제품 라인과 고객 네트워크를 더욱 확대하여 독일 SUK(SUK는 BMW와 Mercedes-Benz 도어록용 플라스틱 부품의 핵심 공급업체)를 인수하여 독일 자동차 제조업체 공급망에 진출 했습니다.

이 보고서는 중국의 자동차 일렉트로닉스 OEM/ODM/EMS 산업에 대한 조사 분석 등의 정보를 제공합니다.

목차

제1장 자동차 일렉트로닉스 OEM/ODM/EMS 산업 개요

제2장 자동차 일렉트로닉스 OEM/ODM/EMS : 제품별

제3장 자동차 일렉트로닉스 OEM/ODM/EMS의 중요한 포인트

제4장 자동차 일렉트로닉스 OEM/ODM/EMS 기업-다른 산업에서 변혁하는 EMS 프로바이더

제5장 자동차 일렉트로닉스 OEM/ODM/EMS 기업-자동차 OEM/ODM/EMS에 주력하는 제조업체

제6장 자동차 일렉트로닉스 OEM/ODM/EMS 기업-OEM/ODM/EMS 사업에 종사하는 Tier 1 공급업체

AJY
영문 목차

영문목차

Automotive electronics OEM/ODM/EMS research: top players' revenue has exceeded RMB10 billion, and new entrants have been coming in.

At present, OEMs in the Chinese automotive electronics industry can be roughly divided into three types: those that transform from consumer electronics, including conventional consumer electronics EMS providers such as Luxshare Precision, Flextronics, Wistron and Quanta; assembly manufacturers that focus on automotive electronics, such as Wieson Automotive and Maruhi Electronic; OEM and assembly businesses of Tier 1 suppliers like Joyson Electronic and Hangsheng Electronics.

Three paths for OEMs to enter the automotive electronics field

From the summary of the growth paths of some manufacturers entering the automotive electronics field, it can be seen that: most companies participate in the automotive industry chain by acquisition, cooperation and other ways, and acquire core technologies to quicken their pace of entering the automotive industry, make an expansion in the market and improve industry concentration. Manufacturers including Huaqin Technology, Wingtech Technology and Luxshare Precision have established automotive electronics divisions or joint ventures to find new business growth space in the field of automotive electronics.

It takes some time to build up resources required to switch the role from consumer electronics to automotive electronics, and it is unlikely to directly enter the supply of core automotive parts. Therefore most manufacturers that have just begun to dabble in automotive electronics have started with products with low added value and low technical threshold.

Path 1: Take Foxconn as an example. In 2005, Foxconn acquired AnTec Electric System, one of the four major automotive wiring harness manufacturers in China Taiwan, which manufactures electronics such as battery cables, reversing radars and smart devices. Foxconn thereby set foot in the automotive field. In 2010, Foxconn entered Tesla's supplier system, providing center console touch screen panels, connectors, covers and other components. In 2013, Foxconn entered the supply chain systems of international automotive giants like Mercedes-Benz and BMW.

Path 2: Take Pegatron as an example. Pegatron's first step into the automotive electronics field is to cooperate with industry manufacturers to reinforce basic vehicle knowledge. It has then independently learned related new technologies to prepare for a foothold in the automotive electronics market. For instance, Aria, the commercial robot developed by Pegatron, is actually a preparation for entry into automotive, because Aria uses such technologies as HD maps and obstacle avoidance, which are the basis for autonomous vehicles.

Path 3: Take Luxshare Precision as an example. Luxshare Precision dabbled in the consumer electronics field starting with wire harness OEM and assembly, and gradually expanded to the production of connecting wires, connectors, acoustic and radio frequency devices, wireless charging, electronic modules and other products. Luxshare Precision set foot in the automotive electronics field by the same way as consumer electronics, starting with connectors which it excels at, and then breaking into the automotive electronics field through a range of acquisitions.

Luxshare Precision stepped into the automotive market as early as 2008 by supplying USB cables to Delphi. After entering the automotive market, it proposed the parallel development strategy of "endogenous growth and epitaxial growth", and has become a Tier 1 supplier of auto parts by way of investment, mergers and acquisitions and self-development. In 2011, Luxshare Precision established Luxshare Precision Industry (Kunshan) Co., Ltd., first developing components businesses like automotive connectors and wiring harnesses; in 2012, Luxshare Precision acquired Fujian JK Wiring Systems Co., Ltd., thereby forging into the automotive connector field, and entered the supply chain of Denso; in 2013, Luxshare Precision further expanded its product lines and customer network and entered the supply chains of German automakers by acquiring Germany's SUK (SUK is a core supplier of plastic parts for door locks of BMW and Mercedes-Benz).

The success in the automotive wiring harness and connector product lines has helped Luxshare Precision to expand other automotive products, and has also offered great assistance for it in intelligent cockpit, intelligent driving and other product lines. In recent years, Luxshare Precision has made a gradual expansion from conventional vehicles to new energy vehicles, for example, it collaborated with RoboSense for a foray into the LiDAR market, and teamed up with Chery to enter the vehicle ODM field.

Luxshare Precision's domain controller business mainly adopts OEM (original equipment manufacturer) and JDM (joint design manufacturer) models, with development ideas similar to consumer electronics. In addition, Luxshare Precision dabbles in other automotive products similar to consumer electronics such as wireless charging by partnering with its major clients.

The competitive edges of automotive electronics OEMs: large-scale delivery experience + vertical integration capability.

For manufacturers that enter the automotive electronics OEM field from different industries or fields, their original genes determine their competitive edges in the field:

The advantage of consumer electronics EMS providers lies in their large-scale delivery experience gathered in consumer electronics, supply chain management capabilities, and strong sense of cost control;

Assembly manufacturers that specialize in automotive electronics have mature production processes and manufacturing management and quality systems thanks to their years of deployments in automotive electronics, and have accumulated a lot of customer resources. This is their edge that consumer electronics manufacturers do not have;

For automotive Tier 1 suppliers that are engaged in hardware OEM business, their know-how and product R&D capabilities in the automotive industry are their competitive edges that differentiate them from consumer electronics OEM giants.

At present, mainstream automakers in China attach ever more importance to companies with experience in consumer electronics when selecting supply chain partners. In particular, the entry of conventional consumer electronics OEM giants has significantly lowered the hardware design and production threshold of auto parts.

These consumer electronics EMS providers with years of efforts have built up rapid iteration capabilities, developed a sense of cost control, gained an edge in supply chain system, and had quick response capabilities and understanding of the ecosystem in consumer electronics. They can well help OEMs to promote and apply new products and new technologies.

The large-scale delivery experience and vertical integration capability are more in favor of manufacturers to secure automotive electronics OEM orders. Moreover the capabilities of supply chain management, quality and cost control, localized quick response, and technology development are all the focus of attention from customers in the automotive industry chain.

In June 2023, Foxconn received orders for electronic control units (ECUs) from Tesla and planned to produce them at the Mexican factory of its Business Group D. The factory of Foxconn (Hon Hai) in Mexico has advantages in mass production scale, personnel, cost and price. Meanwhile nearby supply also allows Hon Hai to better serve the American market and provide stable supply chain support for Tesla in the market. This will also further shorten the delivery time.

The growth trend of automotive electronics OEMs: develop from assembly and OEM to high value-added R&D and design links.

In recent two years, the price war in the Chinese automotive industry has become increasingly fierce, and OEMs have very extremely controlled and squeezed their costs. For OEMs engaged in automotive electronics assembly and processing, their profit margins will be very limited if they only act as hardware OEMs. As seen in the comparison of gross margin of automotive business between some OEMs in 2022 and 2023, the gross margin of each company's automotive business showed a downward trend in 2023.

For a higher profit margin, some OEMs have worked to develop their product design and R&D capabilities after improving their manufacturing capabilities. They have moved up to the solution design link and even provided overall solutions, thereby gaining more businesses and a say. Because more capabilities are required, they also enjoy a higher gross margin than those which are engaged in OEM business only. Conventional consumer electronics EMS providers such as Flextronics, Quanta, Foxconn, and Luxshare Precision do not stopped at OEM business when making deployments in the intelligent vehicle segment. Instead they improve capabilities and proportion of self-development, and even build in-depth cooperation with automakers.

Table of Contents

Chapter 1 Overview of Automotive Electronics OEM/ODM/EMS Industry

Chapter 2 Automotive Electronics OEM/ODM/EMS (by Product)

Chapter 3 Key Points of Automotive Electronics OEM/ODM/EMS

Chapter 4 Automotive Electronics OEM/ODM/EMS Companies - EMS Providers Transforming from Other Industries

Chapter 5 Automotive Electronics OEM/ODM/EMS Companies - Manufacturers Focusing on Automotive OEM/ODM/EMS

Chapter 6 Automotive Electronics OEM/ODM/EMS Companies - Tier 1 Suppliers Engaged in OEM/ODM/EMS Business

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