Page 48 - november_ 22_102722aa.indd

TAP TIMES -48-
Top 10 (from 47)
4. ADAS systems will be upgraded
At present, advanced driver assistance
systems (ADAS) are gradually becoming a
standard feature on new cars.
Automotive MLCCs
L1/L2 is the primary configuration level in
the market at this stage, utilizing approxi-
mately1,800~2,200 automotive MLCCs.
As semiconductor IDM-developed ADAS-
specific MCUs, Sensor ICs, etc. become
increasingly mature, L3-level ADAS sys-
tems will become a central upgrade sought
by many luxury-manufacturers for their
high-end car models starting from 2023,
leading MLCC consumption to jump to
3000~3500 units.
Among MLCCs, the 0402 size just meets
the limited space of a vehicle side moni-
toring module and has become the main
application size specification.
The electric vehicle power core has be-
come one of the main research and devel-
opment priorities of various car manufac-
turers in response to consumers’ demand
for improved battery life, as well as to op-
timize charging and discharging efficiency
and power recovery systems.
Battery management systems
The inverter, battery management system,
and DC power converter are three sub-
system making up the soul of the vehicle,
utilizing approximately 2,000~2,500 high-
capacity (above 10u) and high-tempera-
ture (X7S/R) automotive MLCCs.
Japanese manufacturer Murata officially
mass-produced new high capacitance and
high voltage 1206 size automotive prod-
ucts that can reach 22u 16V in early 2022.
NOVEMBER 2022
Companies including TDK, Taiyo Yuden,
Samsung, and Yageo are also actively
rushing to market.
5. Battery battle rages
Carbon Neutrality Accelerates EV Transi-
tion, Battery Battle Rages as Reduced
Subsidies Resurface Cost Issues
The cost of a variety of raw materials re-
quired for automotive manufacturing have
risen after the start of the Russian-Ukrai-
nian war.
In particular, battery-related material costs
have increased dramatically and were
quickly passed through to automobile list
prices. Coupled with the two-year long
shortage of automotive semiconductors,
strengthening the toughness, elasticity,
and stability of the supply chain has be-
come a top priority for car manufacturers.
Battery supply chain
Automakers hope to shorten the battery
supply chain to avoid supply chain disso-
ciations. Countries are actively promoting
the localization of battery supply chains
due to political considerations.
On the one hand, they propose prefer-
ential investment conditions and, at the
same time, they also require localization of
a proportion of vehicle components, as a
form of carrot and stick in attracting bat-
tery plants to invest worldwide.
As a number of countries begin to reduce
or cancel car purchase subsidies for elec-
tric vehicles, the cost issue has resurfaced.
As it is necessary to produce cost-competi-
tive models while taking into account safe-
ty and performance, battery development
is inevitable and is expected to develop
next page