impact of analog chips on the semiconductor industry
Semiconductor-based advanced driver assistance systems (ADAS) in the automotive industry are currently the main technical direction of car companies, so electric vehicles are the “most growing” market. An electric car is conservatively estimated to need 500-1,500 chips, and some new electric cars of some car companies even need up to 3,000 chips. As the demand for electric vehicles increases year by year, it is bound to drive the sensing needs of batteries, switches, control circuits, radar, and analog chips, as well as the growth of a series of chips.
ICs can be roughly divided into four product categories: analog, logic, memory and miniature components. In the past two years, the shortage of chips is the most short of analog and power management chips. Nowadays, there are no pure digital ICs or analog ICs, most of them are mixed analog digital ICs, but there are still pure memory ICs, such as Flash and Dram, which can only distinguish digital-oriented design ICs and achieve area, speed, and power consumption through process shrinkage. Optimization and other benefits also include a large number of analog circuits such as clock, transmission, and power control; non-digital-oriented design ICs (analog chips) especially require high precision, low noise and other qualities, and will also rely on a large number of digital circuits to achieve algorithm correction. .
At present, most of the industrial applications are “small amount of diverse high-standard”, which is a typical analog chip market. “High gauge” refers to features such as accuracy, large voltage range, extremely high speed (RF), extremely low power consumption, and low noise. With the development of smart manufacturing at a compound annual growth rate of 10%, industrial applications have become the “most in-demand” market for analog chips. Since various machines have unique intelligent manufacturing specifications and characteristics, coupled with a small number of diverse process requirements, it is bound to drive the demand and growth of chips.