Recently, NavInfo announced that it has signed a cooperation framework agreement with MediaTek. NavInfo will acquire MediaTek, a subsidiary of MediaTek China Automotive Chips Co., Ltd. after the acquisition. MediaTek will continue to provide chip design, packaging and testing production, IP, and At the same time, MediaTek plans to invest USD 100 million to establish a joint venture with NavInfo, and the two companies will jointly develop automotive chips and car networking businesses.
For the cooperation between NavInfo and MediaTek, domestic and foreign brokers hold a positive attitude, and the mutual resources of both sides are complementary, and the chemical reaction generated after the integration will bring unlimited imagination to the long-term development of both parties. More importantly, it is effective to help MediaTek to clear the bottleneck, quickly move into the pre-loaded chip market, seize the car networking market, and expand the international development strategy. At the same time, the acquisition of Jiefa Technology also laid a key piece for the four-dimensional layout of the entire industrial chain, deepening the vertical integration strategy, expanding the post-installation, seizing the car network, and autopilot emerging markets.
MediaTek's market share of pre-loaded chips is less than 10%, and the market share of 60% after the installation is quite different. As the world's leading IC design company MediaTek, why is the front-loading market delayed?
First of all, what are the obstacles to enter the pre-loaded chip market?
Strong competitive barriers in the industry are difficult to break, and supply chain networks are deeply rooted
Whether it is the front-loading market or the after-loading market, the car is a complex system that emphasizes efficient coordination. It is a deep trust relationship based on technology and business. It requires chip manufacturers to build deep connections and relationships in the industry. This is a rigorous test of their ability to integrate and integrate resources. NXP (which has acquired Freescale), Renesas Electronics and STMicroelectronics have been immersed in the front-loading chip layout for many years, and they have received almost 90% of the entire industry. In addition to the bundled interests, in terms of product safety and reliability, barriers in this area can not be broken in the short term, so car manufacturers are more willing to choose to cooperate with them.
High industry safety standards and strict quality requirements
The pre-installation market has more stringent industry quality standards than the post-installation market. Because the chip acts as the control center of the car, problems can occur, which can directly lead to a car accident and endanger personal safety. Therefore, auto manufacturers rely on the AEC-Q100 security testing partners in the original supply chain. Car chips need to pass strict security testing, which is a big challenge for MediaTek, Intel, Qualcomm and NVIDIA to enter the chip manufacturers. It can be said that the safety and reliability standards are the main obstacles for them to enter the automotive industry.
The chip market in the field of autonomous driving is a blue ocean, but the technical barriers are extremely high.
At present, in the field of autonomous driving chips, NVIDIA's PX2 and Qualcomm's 820A, ST STMicroelectronics (mobileye chip maker) have obtained the main market share of autonomous driving chips with great computing power, and it is difficult to surpass the absolute advantage. .
After MediaTek and NavInfo's new strategic cooperation, can it fully open the pre-installation market for Jiefa?
NavInfo's new deep-growing front-loading market for many years, won the trust of the car factory
NavInfo's new map navigation business has a 60% market share in front-loading, and has deep cooperation with domestic and foreign car manufacturers. With years of experience in car manufacturers, it has won the trust of car manufacturers. Help MediaTek quickly enter the supply chain List of the depot, shortening the time cost of the introduction of the pre-installation channel. After the cooperation between the two parties, MediaTek has obtained the AEC-Q100 pre-installation certification qualification.
Based on MediaTek chip technology and process accumulation, the pre-installation period can be
The product technology advantages accumulated by Jiefa Branch acquired by NavInfo in the post-loading chip market have laid a good foundation and competitive advantage for MediaTek to enter the pre-loaded chip market.
From the perspective of the quality competitiveness of the chip itself, MediaTek is not inferior. The main measures of chip quality include the underlying instruction set and chip design and manufacturing process. In addition to the use of X86 intel, the underlying instruction set used by Freescale, Renesas, Qualcomm and MediaTek is ARM. Based on the above development, there is little difference in chip quality; the entire supply of chips On the chain system, the Taiwan wafer has formed a one-stop standardized production process of “wafer-package-testâ€, which is extremely efficient. The TOP3 companies in the three parts of the whole chip production are all in Taiwan, so it is very easy to form the advantages from design to production localization. Efficient design and production process, the manufacturing cost will be reduced, and at the same time, with its customary high-integration chip packaging and sales method, it has formed the advantage of Jiefa's high cost performance in the pre-loading chip market. At present, the entire pre-loaded chip market, in addition to Freescale is also packaged for sale, the competitive Renesas, Qualcomm, etc. are also providing single-CPU products.
Vertical integration of hardware and software platforms: providing a powerful integrated solution of software and hardware, entering the field of automatic driving
The field of autopilot segmentation chips is a market where NavInfo and MediaTek will jointly seek to break through. In view of the trend of NavInfo in recent years, the current development of high-precision intelligent maps and sensor data fusion map services at SFM has achieved remarkable results, and the establishment of automatic driving laboratories and deep learning laboratories has been huge. After the integration of the chip, NavInfo has already opened the auto-driving industry chain of “high-precision map + chip + algorithm + system platformâ€.
It can be seen that for the future automatic driving layout, the most needed for NavInfo is a platform-based car chip solution that can directly control, integrate software and hardware, and provide automatic driving with integrated software libraries such as high-precision maps and navigation. Chip solution. According to the new description of NavInfo, this solution will be difficult for itself, and it will help shorten the development cycle, save development costs, and quickly adapt to the market rhythm. Implemented into the software and hardware integrated chip itself, through customized development, it will run faster, more efficient, and update more timely, providing users with better solutions for in-vehicle safety, efficiency and convenience.
For NavInfo, what value and breakthrough will MediaTek bring after this strategic cooperation?
For NavInfo, in addition to the acquisition of JF Technology by the US$600 million, the company has reviewed various capital-level operations such as mergers and acquisitions and acquisitions in recent years. From the strategic investment map of May last year (Shanghai Fun, and Chun'an, Teng Rui Wanli), the establishment of the car networking business group and the launch of the overall solution of the car network (Fun Drive WeDrive), NavInfo completed the map, dynamic traffic , cloud, application-to-vehicle system, the entire industrial chain layout of the Internet of Vehicles.
The fourth screen of the final battle, open up the upstream and downstream industry chain of the vehicle networking hardware terminal
With the continuous integration of the Internet and the car, the Internet of Vehicles has become another "blue ocean", including BAT, LeTV and other companies have laid out the market before and after the car. Pre-installation because the car factory has an absolute dominant position, and at the same time, it has a wait-and-see attitude towards various products of the Internet of Vehicles, so each family will now put a breakthrough in the post-installation terminal - the fourth screen of the final battle.
In the post-installation market industry chain, downstream manufacturers directly face C-end manufacturers, which is a battleground for giants to expand their car networking. Baidu relies on strong brands to promote Carlife's post-installation terminal hardware manufacturers. Pioneer, Desaixiwei, Luchang, Huayang, Feige, Excelle and other customers have cooperated; Ali has tried to pass the online e-commerce channels such as Taobao and Tmall. The resource replacement has established a solid supply relationship with Lu Chang, Huayang, Newman, etc., and pushed YunOS. At the beginning, NavInfo was also directly exploring the hardware channel relationship. However, because the rear-mounted car networking software products need to be adapted to the car hardware, so when the time is listed, the time is not easy to estimate. After this cooperation with MediaTek, Jiefa Technology Chip directly brings a strong channel relationship to NavInfo. Alpine, Excelle, Good Helper, Huayang, Feige, Luchang, etc. are all clients of Jiefa. Through the "pre-installed form" of the software and hardware integration, the chip-level WeLink products will quickly open up the market situation.
The Internet of Vehicles involves a number of cross-industry links, including the software industry, the hardware industry, the map industry, the electronics manufacturing industry, etc., covering the entire industrial chain of traditional electronic products and software, and the entire industrial chain of information services. Close, making the industry chain relatively complex. In such a long and complex industrial chain, how to make effective cooperation among various industries, play their respective strengths, integrate resources, and achieve win-win in all industries is a difficult problem.
It can be said that from the software and hardware at the product level to the channels that contact the terminal market, the upstream and downstream producers, NavInfo has formed its own strong alliance camp.
Jiefa Technology's 60% market share, channel market advantage, quickly help 4D to quickly expand the market
The predecessor of Jiefa Technology was the Automotive Electronics Division established by MediaTek in April 2010. Jiefa Technology focuses on the development and design of chips for automotive electronics and has become the world's leading provider of in-vehicle infotainment system chips and solutions. At the same time, it is also a complete chain of IVI solution service providers; Jiefa has launched the industry's first highly integrated in-vehicle infotainment SoC, which integrates multiple chips into a single SoC. With this chip in the Chinese mainland car audio and video entertainment system after the market to win more than half of the market share, its MT3351/MT3360/MT3353 series car audio and video navigation chip has achieved a single monthly sales of more than one million. Its channel advantage will be the four-dimensional rapid expansion of the aftermarket.
"Chip-level fun driving WeLink", creating a domestic and electrical network soft and hard integration innovation trend
In October last year, NavInfo and Jiefa Technology signed a strategic cooperation agreement to determine the cooperation plan for the channel, technology and products. In February of this year, the cooperation between the two sides came to fruition. In the WeLink car and mobile phone interconnection scheme based on the WeDrive 3.0, the four-dimensional rear-loading machine products of Huayang, Feige and Good Helper were officially equipped with Jiefa Technology. AC8327 chip.
This chip-level cooperation, complex hardware and software integration and docking process, bring strong competitiveness. It will save end-users R&D costs and shorten time to market. At the same time, through the underlying chip-level performance optimization, the overall operating efficiency of the software layer is improved. The product code of "Chip + Internet of Vehicles" supports application development and customization under the internal platform to enhance the added value of customer terminal products.
Therefore, NavInfo's wholly-owned acquisition of Jiefa Technology is not an accident, but a natural role based on the soft and hard complementarity of both sides, and a forward-looking trend toward the future.
With the infiltration of new technologies such as autonomous driving, car entertainment, and satellite navigation into the automobile life, the degree of intelligentization of automobiles is increasing, and the automotive chips that determine the degree of intelligence of automobiles will build the core competitiveness of automobiles. There is no doubt that smart cars will be the new main battleground for chip manufacturers. Other chip makers such as NXP (which has acquired Freescale), Infineon, STMicroelectronics, Samsung, TI, ON, and Xilinx have also taken advantage of their respective smart car applications. It can be seen that all chip manufacturers are scrambling to find a market stage that they can play in the era of smart cars.
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