Research Reports


Automotive & EV


[Selected Topics] IC Design Companies Compete Fiercely over Autonomous Driving SoCs as Automotive Market Generates Boundless Opportunities (Presentation)

2023/11/09

Automotive & EV

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1. Overview of the Market for Autonomous Driving SoCs
2. Statuses of Main Competitors
3. Analysis of the Competitive Landscape
4. TRI’s View

[Selected Topics] Metaverse Development Trends in the Automotive Vertical Industry

2023/10/27

Automotive & EV

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At CES 2023, the Metaverse and Web 3.0 became the focal points across various industries, particularly drawing interest from automotive-related companies, who have been utilizing the concept of the Metaverse to provide virtual reality experiences from remote car maintenance, digital sales centers, to showcasing new car performance. This gradually unveils the vertical integration of the Metaverse into the automotive industry. This report primarily analyzes the current state and applications of the Metaverse market, with a detailed exploration of the application and trends of Metaverse technology in "industrial operations" and "retail experiences".

[Selected Topics] Commercialization of Autonomous Vehicles and Related Challenges

2023/10/18

Automotive & EV

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Autonomous or self-driving vehicles are endowed with perception capabilities through sensors and cameras. In general, LiDAR and cameras are the two main categories of technological solutions for enabling perception capabilities. The Society of Automotive Engineers (SAE) in the United States has proposed a classification system for automated driving, comprising a total of six levels from L0 to L5. In particular, L3 marks a significant threshold. Under specific conditions, drivers of vehicles equipped with L3~L5 solutions can temporarily keep their hands away from the steering wheel due to the support from the automated driving system (ADS).
L3 functionality allows for emergency control to be quickly handed back to the driver when needed, so there still must be a person ready to take over the driving task in the driver’s seat. Nevertheless, L3 remains an important milestone in the progress towards fully automated driving. The adoption of automated driving technologies extends beyond improving traffic efficiency and reducing carbon emissions; the core purpose of adopting these technologies is to reduce traffic accidents caused by human errors, thereby improving safety. Automated driving technologies can contribute to the optimization of traffic flows in smart cities. Furthermore, as automated driving advances from L3 to L4, the landscape of the transportation sector, along with the business models of transport operators, will gradually change.

[Selected Topics] Application of GaN Components in the Automotive Sector

2023/09/20

Semiconductors , Automotive & EV

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GaN components, already excelling in rapid charging for end devices, are now becoming more prominent in the automotive and network communication sectors. This report delves into the growth potential of GaN components within the automotive industry, pinpoints their primary applications, and centers on the emerging market for automotive GaN components in China, spotlighting prospects for the country's local supply chain.

[Selected Topics] Analysis of Trends in Development of Cybersecurity Technologies for Electric Vehicles and Charging Infrastructure

2023/09/11

Computer System , Automotive & EV

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Due to the close relation between vehicle safety and both traffic and personal safety, various features such as internet connectivity, communication requirements, and software-defined vehicles all contribute to an increase in potential attack vectors. Moreover, as the number of electric vehicles (EVs) rises and the charging infrastructure expands, the scope of cyberattack targets also widens accordingly. Consequently, there is a pressing need to enhance cybersecurity measures and effectively manage vulnerabilities to safeguard vehicles from multiple security threats.

[Selected Topics] Development of NEV Charging Piles (Presentation)

2023/08/31

Automotive & EV

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1. Introduction to NEV Charging Piles
2. NEV Charging Piles Market Development
3. NEV Charging Pile Operating Model
4. TRI’s View

[Selected Topics] Analysis of the Development and Application Prospects of High-Performance Computing in the Automotive Market

2023/08/22

Automotive & EV

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High-performance computing can handle the workload of automotive electrification, internet of vehicles, ADAS, and autonomous driving technologies, and is capable of adapting to the constantly changing demands of the external environment. This report primarily analyzes the automotive digitalization market, trends in high-performance computing for vehicles, and the key drivers for chip vendors' commercialization solutions in the industry.

[Selected Topics] Development Trends in the EV Battery Industry (Presentation)

2023/08/17

Automotive & EV

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1. The Relationship Between EVs and Batteries
2. Battery Types and Competition
3. Layout of Taiwanese Manufacturers in EV Supply Chain
4. TRI’s View

[Selected Topics] Analysis of Overseas Expansions of Chinese Car Brands (Presentation)

2023/06/27

Automotive & EV

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1. Opportunities for Chinese Car Brands to Expand Overseas
2. Chinese Car Brands’ Overseas Expansion Strategies and Challenges That They Are Facing
3. Effects of Chinese Car Brands’ Overseas Expansions on Global Automotive Industry
4. TRI’s View

[Selected Topics] Market for Automotive SiC Components Enjoys Soaring Growth as Evolution of New Energy Vehicles Gains Speed

2023/06/19

Automotive & EV

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The automotive market is witnessing a surge of interest in silicon carbide (SiC) power semiconductor devices. Presently, SiC power devices still lag behind traditional silicon-based IGBTs in terms of cost and reliability. Nonetheless, nearly all automotive OEMs and tier-1 suppliers have either begun adopting SiC for the components used their electrified vehicle models, or they are developing related products. On the whole, the activities of OEMs and suppliers demonstrate the growing importance of SiC-related technologies within the automotive industry.

In terms of applications, SiC power devices are mainly intended for the main traction inverter, onboard charger, DC/DC converter, and compressor within the HVAC system. In particular, SiC power devices are regarded as critical for the performance of the main