中文網
  • 繁體
  • 简体
    •
  • My account
  • Sign in
  • Sign up
    •
    Trending
    CONNECT WITH US
    TI(com)
    Sponsored
    Findings
    Electrification disrupts automotive landscape
    With Asia boasting world-class Japanese and Korean car marques, and emerging automakers in China and India, electrification is bringing about a paradigm shift in the automotive industry. Based on the EV50 survey, DIGITIMES Asia has identified the following trends:

    Finding 1: Chinese automotive companies rise to world market
    China has cutting-edge technologies in battery manufacturing, autonomous driving, and automotive electronics, allowing both traditional and new car companies of the country to conquer the world market.

    Finding 2: Japan, Korea leading the pack with supply chain collaboration
    Japanese and Korean companies are highly competitive in automotive electronics and automotive ICs. Companies maintain the leading position in EV business through vertical integration of upstream and downstream suppliers.

    Finding 3: Taiwan redefines auto manufacturing with modular EV platforms
    With the paradigm shift in automotive industry, technology companies have become new entrants to EV markets, among which Hon Hai is the most active by creating an open platform.
    Log in Sign up to unlock
    EV Segments
    Automotive
    China has the highest number of companies on the list. Whether it is the traditional OEM, like Geely, BYD, or startup NIO, and Xpeng, all are keen to develop EVs.
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)EV business scale*Battery*Powertrain*ADAS/Self-driving*Fast charge /battery swap*Avg.
    Log in / Sign up to unlock
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)EV business scale*Battery*Powertrain*ADAS/Self-driving*Fast charge /battery swap*Avg.
    *Score are given between 1 and 5 according to each company's different development stage of each metric, with a 5 indicating the most advanced development.
    System Integration
    Denso and Hyundai Mobis are world-class Tier 1 players, while Huawei and Foxconn are trying to re-engineer EV manufacturing with open platforms.
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Battery*Powertrain*Auto electronics*ADAS/Self-driving*Key EV component**Avg.
    Log in / Sign up to unlock
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Battery*Powertrain*Auto electronics*ADAS/Self-driving*Key EV component**Avg.
    *Score are given between 1 and 5 according to each company's different development stage of each metric, with a 5 indicating the most advanced development.
    **For less relevant technologies, scores are given between 3 and 5.
    Battery
    Chinese companies account for half of the battery segment, while Korea and Japan have world-class manufacturers such as LGES and Panasonic.
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Capacity and investment plan*Globalized production*Solid-state battery development*Battery recycling*Materials development**BaaS or other EV-related technology**Avg.
    Log in / Sign up to unlock
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Capacity and investment plan*Globalized production*Solid-state battery development*Battery recycling*Materials development**BaaS or other EV-related technology**Avg.
    *Score are given between 1 and 5 according to each company's different development stage of each metric, with a 5 indicating the most advanced development.
    **For less relevant technologies, scores are given between 3 and 5.
    Auto Electronics
    Mitsubishi Electric, Hitachi, and Nidec provide all kinds of auto electronic components while Sunny Optical and JDI focus on specific ones.
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Battery/charging*Electric motor*Power Electronics*Auto Electronics*ADAS/Self-driving*Key Technology/component**Avg.
    Log in / Sign up to unlock
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Battery/charging*Electric motor*Power Electronics*Auto Electronics*ADAS/Self-driving*Key Technology/component**Avg.
    *Score are given between 1 and 5 according to each company's different development stage of each metric, with a 5 indicating the most advanced development.
    **For less relevant technologies, scores are given between 3 and 5.
    Auto ICs
    Renesas, Rohm, and Toshiba predominate in automotive ICs for EVs to develop power management, power components, sensors, and self-driving chips.
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Power management IC*Power component*ADAS/Self-driving*Sensor*Other IC*Other EV technology**Avg.
    Log in / Sign up to unlock
    CompanyCountryRevenue 2021 ($M)Market Cap 2022/6/30 ($M)Power management IC*Power component*ADAS/Self-driving*Sensor*Other IC*Other EV technology**Avg.
    *Score are given between 1 and 5 according to each company's different development stage of each metric, with a 5 indicating the most advanced development.
    **For less relevant technologies, scores are given between 3 and 5.
    Methodology

    Asia Supply Chain EV 50 (EV 50) is a database of Asia-based companies, public or private, which are engaged in the manufacturing of EVs, related components, and system integration, with an aim to find out the most influential players in the EV supply chain. Surveyed companies in EV 50 are selected based on their host countries and EV and EV-related business.

    Host country criteria

    Companies are from China (including Hong Kong), Japan, Taiwan, South Korea, Singapore, India, Vietnam, Malaysia, Philippines, and Thailand.

    Business criteria

    Selected companies generate revenues from EV and EV-related business. Companies are considered in the EV business if they generate revenue by manufacturing vehicles primarily powered by electricity, such as PHEVs and BEVs. Companies are considered in the EV-related business if they provide products and services of system integration, battery, auto electronics, and auto ICs. Companies are considered influential if they can lead and change the development of the products or the EV industry.

    List

    Companies in each sub-industries are scored based on industry-specific metrics, which may include production capacity, globalized production, business scale, vertical integration, promising technology such as solid-state batteries and autonomous driving, or key component supplies such as PMICs and power semiconductors.

    Each company receives a score between 1 and 5 for each metric according to the sub-industry they belong to, with a score given based on each company's development in terms of manufacturing scale, customers, completeness of product portfolio, and development and investment progress.