How did Japan carry out the transformation of the New Four Modernizations?

Under the new four modernization trends, the number of auto parts will be significantly reduced. Therefore, in the recent standardization of automotive hardware, the proportion of hardware revenue and profit is gradually declining, and the development capability of software-defined vehicles will become the core competitiveness in the future. The proportion of new automotive software talents is high, and it has the advantage of being a latecomer.

Another point is that Tier1 will be marginalized as large manufacturers (Tesla and Volkswagen) begin to dominate the development of operating systems, domain controllers (or central computers), and core hardware and software systems.

From the perspective of the new layout of the four modernizations of electrical appliances, not only the hardware layout is comprehensive, but the investment in software is not inferior to that of IT background enterprises.

How did Japan carry out the transformation of the New Four Modernizations?

How did Japan carry out the transformation of the New Four Modernizations?

Investments in hardware innovation for electrical equipment.

The United States government's recent crackdown on China's high-tech enterprises has shown that mastering software and applications alone is not enough. Only by mastering the basic materials, core components, and basic software will we not be controlled.

The DENSO Group has invested heavily in core foundational technologies, including magnetic materials, power semiconductors, solid-state batteries, magnetic heat pumps, human-computer interaction, artificial intelligence, sensors, and quantum computing.

In 2018, Denso invested in FLOSFIA and cooperated with FLOSFIA to develop a new generation of gallium oxide (-Ga2O3), a new generation of power semiconductor materials for automotive applications. Flosfia-Ga2O3SBD can operate in an environment of 600V, 10A, and the crystalline power range is fixed between 100W and 1kW, which is not only more efficient than SiC products, but also has a lower cost. Mass production of the SBD is expected to begin in 2020. Theoretically, the low-frequency efficiency of SBD materials is 8 times that of GaN materials, and the high-frequency efficiency is more than 2 times that of GaN materials.

Since the establishment of the IC laboratory in 1968, Denso Robotics has been engaged in the research of automotive semiconductor technology, and has realized the performance improvement of ECUs, sensors, and other products. In September 2017, Denso established NSITEXE, a subsidiary of next-generation high-performance semiconductor conductors, to promote the use of semiconductors in autonomous driving. NSITEXE HAS DEVELOPED ITS OWN DFP, WHICH IS COMPLETELY DIFFERENT FROM CPU AND GPU PROCESSORS. Electrical Equipment and its subsidiary, NSITEXE, have invested in semiconductor startups Blaize and Quadric. io ensures that DFP can be used in practice. Founded in 2012 by former Intel employees, Blaize built software and process architectures from the ground up to better handle AI computing. NSITEXE uses a combination of EPUs developed by DFP and Quadric. We will contribute to the development of autonomous driving technology that can make quick judgments in extreme situations.

Unlike the popular domestic production-less model-based IC design companies, Tier1 in Japan and Germany generally adopts the IDM model and has its own chip manufacturing plants. Electrical installationHokkaido is at the heart of the production of electrical semiconductor sensors. In order to meet the needs of the electric and autonomous driving markets, the company plans to expand its Hokkaido plant from July 2020 to June 2021. The number of employees is expected to increase to 1,150 by 2025.

Investments in the field of electrical equipment software.

By 2025, DENSO will expand its global software talent pool to 12,000 people. In terms of autonomous driving, there are more than 1,000 employees in electrical equipment, and more than 1,100 people in the world.

In addition to developing themselves by expanding their software teams, the electrical company also invests a lot in software companies.

Electrical equipment still has strong competitiveness in the era of the new four modernizations.

Tier1 used to be seen as a system integration supplier for the main engine factory. As OEMs begin to get more involved in system integration, electrical equipment begins to move to more basic core technology development. In the face of the challenges of new entrants from all walks of life, DENSO has maintained a strong competitiveness by virtue of its comprehensive product line layout, scale advantages, and advantages in the combination of hardware and software.

For example, the electrical installation HMI is combined with air conditioning to provide a better user experience. This is something that most companies can't do, or there is no high level of integration at the bottom.

How did Japan carry out the transformation of the New Four Modernizations?

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