Summary

In order to have a comprehensive perspective into the current market conditions of domestic automotive electronics industry, the landscape of the enterprises competition and the relationship of the industrial chains; to understand the technical bottleneck of automotive electronic products and the changes of the market; to analyze the relationship of competition and cooperation between upstream vendors and downstream vendors, and the market performance; to know the status of demands and supplies and the macro- environment for automotive industry, to get insight into the functionalities of automotive electronic products and the market opportunities; Waterwood Research Center has dug up deeply the information and data on more than hundreds enterprises concerned in automobile industry, translated and organized the related foreign reports and articles; and finally compiled "Research report on China's automotive electronics industrial chains for 2004"through collection, analysis and research.

Provided by the industrial guild，organized by PdayResearc, 2004.08

The foreign enterprises monopolize the automotive electronic markets and the domestic enterprises are still limited to the low-end products

There are more than 1000 domestic vendors for automotive electronic accessories, but most of them focus on the segments with low technological contents such as automotive audio system and automobile communication. As too many vendors come into these segments, the supplies exceed the demands and some vendors have been suffering serious losses. However, the segments of engine electronics, chassis electronics, body electronics and so on that are characterized by high technological contents and rich profit, are almost monopolized by foreign vendors and joint ventures.

At present, the requirements from the administration of the government on the safety and environmental friendliness of the automobiles are increasingly strict; the consumers expect more excellent driving experience with the automobiles, high operational performance, improved onboard entertainment, and appropriate facilities for office work; For now, the expenditure of automotive electronics for every new domestic car by and large accounts for 4.8％ of the total value for the entire car against 26.2％ of the average level for the whole world. All of these need the wide application of automotive electronic products. Therefore, the potential for China's electronic market is huge and attract many giants in such industries as home electronics, communications and computer to take part in.

In march 2004, Amoi announced the establishment of the joint venture with South East (Fujian) Motor Co. ,Ltd for manufacturing automotive electronics;

In April 2004, Motorola announced the founding of the factory in Tianjin for manufacturing automotive electronic accessories; and the new factory will be put into production in 2005;

Chapter one: Overview of automotive electronic industry

1.1 The status of development of foreign automotive electronic industry.
1.1.1 The history of industrial development and the current conditions
1.1.2 Market development and current condition
1.1.3 The current conditions of technological development

1.2 The current conditions of development for domestic automotive 　 　electronic industry
1.2.1 The overview of automobile industry
1.2.2 The current situation of automotive electronic industry

1.3 The analysis on the needs and supplies in the market of automotive electronic industry
1.3.1 The analysis on the needs and supplies in global market of automotive electronic industry
1.3.2 The analysis on the needs and supplies of automobile market
1.3.3 The analysis on China's automotive electronic market

Chapter Two: The entire vehicle manufacturers

2.1 Car manufacturers
2.1.1 Shanghai Volkswagen
2.1.2 FAW_VOLKSWAGEN
2.1.3 Shanghai GM
2.1.4 GuangZhou-Honda
2.1.5 TIANJIN FAW XIALI AUTOMOBILE
2.1.6 CHANGAN SUZUKI
2.1.7 Shanghai Automotive
2.1.8 Chery Automobile
2.1.9 Greely Automotive
2.1.10 Dongfeng Nissandiesel
2.1.11 Other manufacturers

2.2 Passenger car manufacturers
2.2.1 Zhengzhou Yutong
2.2.2 Golden Dragon
2.2.3 KING LONG (Shuzhou)
2.2.4 Mudan Automobile
2.2.5 Henan Shaolin
2.2.6 Xiamen Golden Dragon
2.2.7 Jiangsu Youyi
2.2.8 Dandong Huanghai
2.2.9 Yangzhou Yaxing
2.2.10 Zhong Tong Bus
2.2.11 Other manufactures

2.3 Truck manufacturers
2.3.1 FAW
2.3.2 Dong Feng
2.3.3 Beiqi Foton
2.3.4 Jianghuai
2.3.5 Qingling
2.3.6 Liuzhou Wuling
2.3.7 Changhe
2.3.8 Jiangling Motors
2.3.9 Changan Automobile
2.3.10 Other manufacturers

Chapter three Manufactures of accessories to match entire vehicle

3.1 Delphi
3.2 Bosch
3.3 Visteon
3.4 Denso
3.5 Other manufacturers

Chapter four: Manufacturers of onboard electronics

4.1 Overview of the market

4.2 Vendors of automotive audio devices
4.2.1 Sony
4.2.2 Clarion
4.2.3 Pioneer
4.2.4 ALPINE
4.2.5 KENWOOD
4.2.6 PANASONIC
4.2.7 JVC
4.2.8 Rockford
4.2.9 KICKER
4.2.10 JL
…………
4.2.30 HEYUAN HAOLILAI TELECOM., LTD.
4.2.31 HANGZHOU YUSONG ELECTRONIC TECHNOLOGY
4.2.32 Winners Technology Development Co., LTD.
4.2.33 Shenzhen SUNFLOWER Technology Co., LTD.
4.2.34 Shenzhen Kaiser Electronics Co., Ltd.
4.2.35 BOSSTAR TECHNOLOGY CO. ,LTD.
4.2.36 Other vendors

4.3 Domestic vendors of onboard GPS
4.3.1 SHENZHEN SEG SCIENTIFIC NAVIGATIONS CO.,LTD.
4.3.2 Shanghai Yongge Electronics Tech. Co., LTD.
4.3.3 Beijing Shengji Hengxin Technology Development Co., LTD.
4.3.4 Beijing BDStar Navigation Tech. Co., LTD.
4.3.5 Beijing TRAILHEAD Information Tech. Co., LTD.
4.3.6 Shanghai Zhichuan Tech. Co., LTD.
4.3.7 Shandong Wucheng Electronics Tech. Co., LTD.
4.3.8 Guangzhou Zihe Electronics Tech. Co., LTD.
4.3.9 Hangzhou Qiujing Tech. Co., LTD.
…………
4.3.27 Shanghai Quanrun Information
4.3.28 Shenzhen SEG Communication Co., Ltd.
4.3.29 Shanghai Llingyu Automotive Electronics
4.3.30 Shenzhen Maxwell Tech. Co., LTD.
4.3.31 Taiwan Boshuo
4.3.32 Beijing SECUGIS HITECH CO., Ltd.
4.3.33 Taiwan MiTAC
4.3.34 Taiwan J&J Technology Inc.
4.3.35 Taiwan Junbang

4.4 Foreign vendors of onboard GPS
4.4.1 Clarion
4.4.2 TOPCON
4.4.3 ICOM
4.4.4 Alpine Electronics
4.4.5 Denso
4.4.6 Kenwood
4.4.7 Sony
4.4.8 Fujitsu
4.4.9 Pioneer
4.4.10 Panasonic
4.4.11 Aisin AW
…………
4.4.25 Javad
4.4.26 CSI
4.4.27 Sychip
4.4.28 Trimble
4.4.29 Honeywell
4.4.30 DDS

4.5 Vendors of onboard communication devices (mobile station)
4.5.1 BEIJING HUAXUN GOLDWAVE COMMUNICATION TECH.CO.,LTD.
4.5.2 Beijing Xinghe Telecom
4.5.3 Beijing Heruitong Tech. Co., LTD.
4.5.4 Guangzhou Shuangteng
4.5.5 Motorola（China）Electronics Co., LTD.
4.5.6 Beifeng Electronic Communication Facility Co., Ltd
4.5.7 Texgar (Holdings) Ltd.
4.5.8 Shanghai Guanghan Telecom
4.5.9 Shenzhen Friendcom Technology Development Co. Ltd.

4.6 Vendors of Onboard Walkie Talkie Sets
4.6.1 Shenzhen CXD company
4.6.2 Guangzhou Dibo Telecommunication Equipment
4.6.3 Fujian Quanzhou Baojia Communication Equipment
4.6.4 ICOM
4.6.5 Shenzhen HYT Science & Tech. Co., ltd.
4.6.6 Zhejiang RAINBOW ELECTRONICS CO., LTD.
4.6.7Shenzhen Hoffer Electronics Co., ltd.
4.6.8 Guangzhou Weierwei Electronic Science & Tech. Co. ,ltd.
4.6.9 Fujian Quanzhou Puxing Electron
4.6.10 Shenzhen Odessa Industrial Co., ltd.
4.6.11 Shenzhen Huatong Communication Co., ltd.

4.7 Vendors of car phones
4.7.1 Shenzhen SEG Science Navigations Co., ltd.

4.8 Vendors of Car PC
4.8.1 Microsoft
4.8.2 sun
4.8.3 WindRiver

Chapter five: Vendors of automotive semiconductors

5.1 Overview of automotive semiconductors industry

5.3 Vendors of automotive transducers
5.3.1 Honeywell Inc
5.3.2 Mianyang Weibo Electronics Co., ltd.
5.3.3 Collilligh
5.3.4 Fujitsu
5.3.5 Maxim
5.3.6 Ningbo Galaxy Auto Electron Co., Ltd.
…………
5.3.21 Guangzhou Taizhen Electronics Co., ltd.
5.3.22 Wenzhou Xintian Group
5.3.23 Ningbo Shunjiang Auto Parts
5.3.24 Zhangjiagang leda Automobile Electric Appliance Co., Ltd.
5.2.25 Heilongjiang Sensitivity Technology Industry
5.3.26 Liaoning Linghe Auto Engine Manufactory
5.3.27 Other vendors

Chapter Six: The classification and market of automotive electronics

6.1 The automotive electronics for engine
6.1.1 EFI system
6.1.2 Electronic ignition system
6.1.3 EGAS system
6.1.4 Electronic Controlled Variable Displacement System
6.1.5 Electronic Controlled Variable Induction System
6.1.6 Electronic Controlled Variable Valve Timing and Lift System
6.1.7 Electrical EGR
6.1.8 Electronic Controlled Electrical Fun

6.2 Automotive electronics for chassis
6.2.1 ABS

6.3 Automotive electronics for vehicle body
6.3.1 Antenna
6.3.2 Air bag Supplemental Restraint System（SRS）
6.3.3 Three Points Safety Belt
6.3.4 Electrical Door Lock
6.3.5 Electrical Windows
6.3.6 Electronic Controlled Inside-Car Environmental Monitoring System

6.4 Automotive Communication and Navigation
6.4.1 GPS Receiving Devices
6.4.2 E-Map
6.4.3 GSM Receiving System
6.4.4 Communication Equipments
6.4.5 On-vehicle GPS Monitoring System
6.4.6 Automotive Software
6.4.7 Automotive System for Office Work
6.4.8 Network Equipments
6.4.9 CCS

6.5 Automotive devices for entertainment and safety
6.5.1 Onboard Audio and Video devices
6.5.2 Air Conditioning
6.5.3 Alarming devices
6.5.4 Anti-theft devices
6.5.5 Car Reversing Radar
6.5.6 Anti-collision Radar
6.5.7 Video Inspection System
6.5.8 Automobile Communication System
6.5.9 Auto-driving system
6.5.10 Driver Conditions Supervision System
6.5.11 Intelligent Security System

6.6 Vehicle Maintenance and Diagnoses and Test Equipments
6.6.1 Electronic Four-wheel Locator
6.6.2 Comprehensive Fault Diagnoser
6.6.3 Revolving Drum Test Table
6.6.4 Vehicle Overall Performance Tester
6.6.5 Displacement Analyzer
6.6.6 Decoder
6.6.7 Vehicle Test Line

Chapter Seven The cooperative relations among vendors of automotive electronic industrial chains

7.1 The cooperative relations between vendors of entire vehicles and vendors of accessories to match entire vehicles
7.2 The cooperative relations between the providers of entire vehicles and other providers of automotive electronics.
7.3 Vendors of engine and their partners
7.4 Vendors of chassis electronics and their partners
7.5 Vendors of vehicle body electronics and their partners
7.6 Vendors of onboard electronics and their partners
7.7 Venders of vehicle maintenance equipments and their partners

Chapter Eight Law and regulation on automobile industry

8.1 Automobile Emissions Standard and Policies
8.1.1 Contents of the Standards
8.1.2 National First Phase Motor Vehicle Emission Standard
8.1.3 National Second Phase Motor Vehicle Emission Standard
8.1.4 National Third Phase Motor Vehicle Emission Standard
8.1.5 Introductions to the main national standards on motor vehicle emission
8.1.6 Beijing Motor Vehicle Emission Standards and Implementation Time Table
8.1.7 Shanghai Motor Vehicle Emission Standards and Implementation Time Table
8.1.8 Guangzhou Motor Vehicle Emission Standards and Implementation Time Table
8.1.9 Europe Motor Vehicle Emission Standards and Implementation Time Table
8.1.10 Other countries' Motor Vehicle Emission Standards and Implementation Time Table

8.2 Law and regulation on car loan
8.2.1 Rules of law on "Car loan management measures", promulgated in 2004
8.2.2 Rules of law on "Car consuming loan management measures", promulgated in 1998
8.2.3 Analysis on the highlights of newly promulgated management measures

Appendix: Introductions to associations and standardization organization related to automotive industry

Directory of charts and tables

Chart The development course of world automotive electronic products
Chart The trends of production value of world automotive electronic market for2002－2010
Table The conditions of the market scale growth of world automotive transducers for 2001－2010
Chart The trend of sales growth of world automotive electronic market for 2002－2007
Chart The market shares and scales of automotive electronics in every region of the world for 2002－2007
Chart The proportions between domestic and foreign enterprises in China's automotive electronic market.
Chart The market scale and growth rate of China's semiconductor elements for automotive electronics.
Chart The conditions of the top 10 semiconductor products for automotive electronics in terms of global market share for 2003
Table The classification of automotive electronic products
Chart The cost proportion of every automotive electronic product to the whole automotive electronic products.
Chart Automotive electronic industrial chains
Chart The proportions among various automobile enterprises in China
Chart The proportions among various automobile enterprises for automobile information integration platform infrastructure
Chart The demands scale and the growth rate of China's automotive electronic market for 2001－2005
Chart The comparison among seven countries including China for how many persons out of 1000 with cars
Chart The prediction on the market scale of semiconductor elements for automotive electronics in China' for 2003-2007
Table The statistics on sales revenue of Shanghai Volkswagen for 1985~2003:
Chart The sales data on main automobile models of GuangZhou-Honda for2004
Chart The sales data on main automobile models of TIANJIN FAW XIALI AUTOMOBILE for 1H 2004
Chart The sales data on main automobile models of CHONGQING CHANGAN SUZUKI by June 30 2004
Chart The statistics on business performance of Dongfeng Peugeot Citroen Automobile Company Ltd for the past years
Chart The growth rate of heavy-duty vehicles in China for 2000－2004
Chart The statistics on the production of heavy-duty vehicles in China for 1999－2004
Table List of major vendors of domestic trucks
Chart The sales change of BFC vehicles for1996－2003
Table List of main automotive electronics from Delphi
Table List of main clients of Delphie
Table List of main automotive electronics from Bosche
Table List of main clients of Bosch
Table List of main automotive electronics from Visteone
Table List of main clients of Visteone
Table List of main automotive electronics from Denso
Table List of main clients of Denso
Chart The development trends of global automotive audio products sales for 2002－2007
Chart The sales volume of automotive audio market in China for 2002－2004
Chart The comparison between Net sales and Net income(loss) per share for 1999-2003
Chart The change of market scale of automotive MCU in China for 2001－2005
Chart The change of market scale of automotive electronics in China for 2001－2005
Chart The status of top 10 semiconductor products with most market shares in China's automotive electronic market for 2002
Chart The market shares of major semiconductor vendors in global automotive electronic market for 2003(for the top 14 vendors)
Chart The tendency of global electronic market in automotive engines, safety, vehicle body and entertainment for 2003－2007
Chart The relationship of signal transmission of transducer ECU actuator
Table Motorola's clients for automotive electronic products at a glance
Table Motorola's automotive electronic products at a glance（ECU）
Chart A glimpse of the position, advantage and clients of infineon in automotive electronic market
Chart List of infineon's automotive electronic products for engine, safety, entertainment and communication
Chart A glimpse of St's main clients for automotive electronic products and application fields
Chart The change of ST's turnover and rate of gross profit for 1999－2004
Chart The change of Toshiba's income and rate of profits that involving the products in the field of automotive electronics for 2002－2004
Chart The sales revenue of the Philips's products in the six major field and their proportions to the total revenue for the second quarter
Chart The changes of Philip's turnover in semiconductor industry for 2003Q1－2004Q2
Chart Automobile network solution of PHILIP Semiconductor co., ltd
Chart A glimpse of Bosch's automotive electronics
Chart List of Bosch's major clients and major suppliers
Table A glimpse of the prices of some automobile accessories from Bosch
Table A glimpse of TI's automotive electronic applications
Table List of 九州恒润科技's major clients
Table A glimpse of software suppliers for automotive electronics
Chart The change of program's capacity in ECU with software for 1996－2004
Table The application fields of Nucleus software in automotive electronics
Table A glimpse of Nucleus software solution
Table The status of growth of global automobile transducers market scale for 2001－2010
Chart The change of production values of global automobile transducers market for 2002－2005
Table The prediction on market demands for automobile OEM transducers in North America for 1997－2007
Table List of eight major product family and seven major application fields of Honeywell Inc
Table List of automobile transducer products
Table A glimpse of automobile transducers from the typical applications of Honeywell Inc
Table A glimpse of Weibo electronic market
Table A glimpse of products from BEIJING COLLIHIGH SENSOR TECHNOLOGY CENTER
Table A glimpse of Maxim's competitors
Table A glimpse of Maxim's six major system products (including automobile electronics and transducers)
Table A glimpse of automotive electronics, transducers and the vehicle molds from Ningbo Galaxy Auto Electron Co., Ltd that apply these devices.
Table A glimpse of automotive electronics, other products and the vehicle molds from Ningbo Galaxy Auto Electron Co., Ltd. that apply these devices.
Table A glimpse of global automobile MEMS transducer suppliers
Table A glimpse of automobile transducers and the vehicle models that apply these devices from Ruian Kefeng Electronic Meter Co., Ltd
Table A Glimpse of WEMA ELECTRONIC MECHANICAL LTD's TN transducer products
Table A Glimpse of major clients of Qufu TEMB Auto Parts Co., Ltd for automobile accessories
Table A Glimpse of Qufu TEMB Auto Parts Co., Ltd' automobile accessories and temperature transducers
Table A Glimpse of transducers from Pucheng Oxygen Sensor Co., Ltd
Table A Glimpse of the major vehicle models that use the products from Shanghai Xin An Solenoid Valve Co.,ltd.
Table A Glimpse of automobile transducers from Ruian Shuangxiu Automobile Appliances Factorye
Table A Glimpse of transducers and the vehicle mold that apply these transducers from
Table A Glimpse of accessories vendors and some vehicle models for Zhejiang Ruili Automobile
Table A Glimpse of the application fields of automobile electronic from Shanghai Vigor Tech. Co., ltd.
Table A Glimpse of foreign cooperative partners of Shanghai Vigor Tech. Co., ltd.
Table A Glimpse of the electronic products from Yuhuan County Shensu Electrical Appliance Co.,ltd.
Table A Glimpse of the electronic products from Guangzhou Taizhen
Table A Glimpse of the products from Wenzhou Xintian Group
Table A Glimpse of the components from Ningbo Shunjiang Auto Parts
Table A Glimpse of the automotive electronic products from Zhangjiagang leda Automobile Electric Appliance Co., Ltd.
Table A Glimpse of the products from Heilongjiang Sensitivity Technology Industry
Table A Glimpse of the products from Liaoning Linghe Auto Engine Factory
Table A Glimpse of other vendors for transducers(foreign vendors)
Table List of the advantages of MPI
Table List of utilization of Electronic Gasoline Injection system for every country in the world
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