Display driver IC (DDI) specialist Himax Technologies expects to post a 16-20% sequential decline in second-quarter revenue, with gross margin ranging from 43% to 45%.
The rising demand for automotive applications has compelled Arm to recognize the need for novel architectures for protecting automotive IC security, said Simon Teng, senior director of the company's automotive partnership in the APAC region.
BYD and Horizon Robotics recently announced a partnership involving Horizon's latest high-performance processor Journey 5 for autonomous driving. BYD said it will utilize the car chip in some of its cars as early as mid-2023.
South Korea's contract chipmakers SK Hynix System IC and DB HiTek last year reported robust profit growths, as 8-inch fab capacity, once neglected a few years ago, has come back to the mainstream, according to media reports.
Taiwan-based OSAT ASE Technology expects demand for automotive, HPC and network ICs to stay robust and buoy further its sales performance in the second quarter and the second half of 2022.
South Korea's industry is calling for more efforts to nurture IC designers amid the rising demand for automotive chips. It is believed that small-scaled IC designers will be able to gain an upper hand in the future car market.
Denso and United Semiconductor Japan (USJC), a subsidiary of Taiwan-based United Microelectronics (UMC), have announced they will partner to manufacture automotive power semiconductors.
Taiwan-based pure-play foundries continue to see orders for automotive semiconductors ramp up while stepping up their capacity expansion pace, according to industry sources.
With US-based network IC vendors putting increased focus on automotive applications, Taiwan's MediaTek and Realtek Semiconductor are both expected to grow their presence in the non-automotive high-end segment, according to industry sources.
As Tesla aims to produce 1.5 million electric vehicles in 2022, hiking 60% on year, its demand for highly customized Si-based IGBT modules and SiC-based power modules supplied by international IDMs (integrated device manufacturers) will greatly increase and, in turn, Taiwan-based lead frame makers Shuen Der Industry (SDI) and Jih Lin Technology will benefit because they are supply chain makers for these IDMs, according to industry sources.
The ongoing Russia-Ukraine war has worsened the global automotive chip shortage and sparked a surge in oil and battery material prices, and it will remain a variable in the global development of electric vehicles (EVs) in 2022, according to industry sources.
If Shanghai does not reopen customs for imported products, its approval for 666 core businesses to resume production may be in vain for automakers, according to industry sources.
China-based suppliers of microcontroller units (MCUs) are gearing up for the auto industry, as car-grade chips remain in short supply, according to industry sources.
Vehicle-connected cameras, sensors, and mmWave radars will enhance driving/riding experiences in the future. As electric vehicle (EV) gains popularity, the seating space will enlarge and more interactive mobility services will be provided in vehicles on larger screens with higher resolution, according to AU Optronics (AUO) R&D manager Chen Yu-chi.
IC distributors have stressed product portfolio adjustments, dynamic management, and risk diversification are all important strategies for major manufacturers in 2022 as demand weakens in the consumer electronics sector.
