Automotive leads MCU market with strong growth
Currently, demand is declining in some MCU markets that rely on consumer spending. However, the market demand for MCU ASPs with high reliability and security is still in short supply. As a result, the major fabs are currently not focusing on traditional MCU manufacturing technologies, but on cutting-edge MPUs, GPUs and accelerators.
Over the past decade, automotive OEMs have adopted a strategy. Try redesigning the vehicle’s main control network to reduce the number of different Electronic Control Units (ECUs) connected to the Controller Area Network (CAN). Enables higher centralization and CAN-FD (Flexible Data Rate) or Ethernet-connected Domain Controllers (DCs). Faster networks and data centers facilitate the development of more advanced imaging and sensor platforms, as well as more advanced driver assistance. to improve cybersecurity and significantly enhance the driver and passenger experience.
High-performance MCUs have a greater impact on electrification strategies. With a completely different set of monitoring units, as well as energy storage, regeneration, charging and safety, the powertrain requires more and more MCUs. This is especially true for hybrid electric vehicles that need to control both the internal combustion engine and the electric drivetrain.
Eventually, electrification may enable more unified powertrain control, but for now, it’s a growth driver. Electrification is also a growth driver, with the synergy of cockpit feature upgrades highlighting EVs. Consumers buying electric vehicles will look forward to electrification of the entire vehicle: electronic functions such as power windows, doors, seats, digital displays are expected to increase,