Yachting Electronics: Automotive chip supply and demand expected to return to balance in the fourth quarter of this year

Recently, Yachting Electronics in accepting institutional research, LDO customer import situation is more satisfactory, emerging domestic independent brand manufacturers have cut into the cooperation, DC-DC is currently in the continuous import period.

It is reported that the company's distribution business has three warehousing centres, respectively in Shanghai, Shenzhen and Hong Kong, April-May Shanghai warehouse timeliness greatly weakened by the impact of logistics, some customers sealing control reasons, the demand side is also affected, the overall impact of roughly 40 million sales. June after resuming production, according to the exchange of orders with customers forecast, is expected to make up for the second half of the year back.

Regarding the establishment of its own IC research team, Yachting Electronics said that the company has been planning to expand its research and development team in China. Otronics is currently in the process of delivery and is expected to be formally included in the company's consolidated statements on September 1, during which the recruitment of domestic R&D staff will also be initiated.

To date, Artronics has nearly 10 LDO products in sales, 3-4 in promotion, and some in development. The main applications are in automotive lighting, automotive entertainment, electric tailgate, tyre pressure detection, electronic gear shifters and other fields. The company's current products are mainly low-voltage differential linear regulators, low-voltage differential linear regulators with enable and so on. However, there are many LDO models, and the current share of LDO in the customer BOM table is low, accounting for less than 20% of the company's sales.

Yachting Electronics said that the single vehicle is expected to motor driver chip, LDO and DC-DC and LED driver IC each about 100 yuan.

Data show that LDO is mainly for the chip power supply around, with the development of automotive intelligent demand, power chip use to enhance; DC-DC is mainly for the new energy electrification of the pull, such as BMS inside the incremental part compared to the traditional car.