The ratio of automotive electronics to total vehicle costs increased from 22% in 2000 to 35% in 2010. Market research institutes are expected to reach a high level of 50% by 2020; not only the rapid expansion of market pies, but also the Internet of Vehicles, Expanded applications such as self-driving systems (ADAS) and new energy vehicles, and related industries are rushing to grab orders.
That is to say, because of this trend, not only the PCB competitors actively grabbed, but other PCB factories and other revenues climbed, and stamping parts factories and EMS factories saw sprints. PCB factory Jingpeng In the first three quarters of 2016, auto panels accounted for 74% of revenue, while Jianding Technology's revenue for the first three quarters of 2016 was 32.227 billion yuan, and the proportion of auto panels remained at 19%, better than the full year of 2015. 16.9% of revenue.
Judging from the current distribution line of the country, the Taiwan factory and the Kunshan factory in mainland China are all profitable operations, while the Thai factory that started is a continuous loss of 5 years. The current revenue scale of the Jingguo Industrial Thailand factory is still not enough for the Thai factory to achieve economic model and profit. Jingguo is currently striving to complete the certification of the European automobile factory and gradually increase the shipment, which is enough to boost its automobile board revenue in 2017. Breaking through 10% of the total revenue; in terms of the production scale of the Jingguo Thailand factory, a single monthly revenue of 200 million yuan will be able to achieve a one-month profit and loss; and the Jingguo Thai factory is actively carrying out business. Development end efforts.
EMS factory Taiwan Jingxing actively lays the field of automotive electronics, following the growth of China's new energy vehicle market since 2017. It is expected to become a major driving force for the company's accelerated growth this year, optimistic about the quarterly growth of 2017.
Huaxin's subsidiaries, including Jingcheng Technology and Taiwan Jingxing, are important companies involved in automotive electronics-related businesses. Taiwan's Jingxing has entered the traditional automotive electronic control system and also rushed to the mainland's new energy vehicle battery management system (BMS) production. Business opportunities, the company's third quarter of 2016 revenue, car revenue accounted for 58%, driving profit growth.
Taiwan's Jingxing general manager Zhang Zhenduo said that in response to the development of new energy vehicles in mainland China, Taiwan Jingxing's OEM production in the BMS system is gradually growing. At the same time, Taiwan Jingxing has been in contact with the top 10 new energy vehicle battery supply plants in China. Home and started shipping on 3 of them. Zhang Zhenyu is also optimistic about the rapid growth of China's new energy vehicles. According to statistics, China will reach a production capacity of 2 million new energy vehicles per year in 2020. It is estimated that the Chinese mainland market will have 1 million new energy sources per year from next year. The growth rate of the car market.
After the operation of the stamping parts factory Jiaying Precision has stabilized its customers in the automotive market and accelerated the layout of the west and south directions, in addition to the Jinci, which has been purchased and set up in East China and South China, will be included next year. Revenue, also plans to set up a factory in Thailand.
Jiaying is currently the certified supplier of Bosch and Tyco (TE), the world's leading automotive component supplier. Zhu Lihua stressed that the current automotive component application accounts for 60% of Jiaying's electronics business. After Jinci Precision, in addition to the application of Jinci Precision in the development of mold technology, it is also the strength of Jinzhong's production in the Chinese mainland market. At the same time, Jiaying will also assist in the merger of Jinci to accelerate the acquisition of Bosch certification, this certification has the opportunity to complete in 2017.
Jinyu Precision, which was acquired by Jiaying, was established in 1998 and has successively obtained the certification of Tyco's Suzhou Plant and Thailand Plant, the world's largest automotive connector factory. Other foreign automotive component customers include Delphi, FCI and Amphenol. Zhu Lihua, general manager of Jiaying Precision, stressed that the annual demand for automobiles in the Chinese mainland market reached 37 million. Jiaying’s market in mainland China is accelerating its market share.
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