22.10.05 A report has been issued by Hi Investment & Securities.The title is “Electric Vehicles Afterwards Smart Cars (Battery, Self-Driving and Full Length),” a 256-page long report. It is a report covering various fields such as batteries, autonomous driving, and electrical equipment, and industries and companies are organized together.
22.10.05 A report has been issued by Hi Investment & Securities.The title is “Electric Vehicles Afterwards Smart Cars (Battery, Self-Driving and Full Length),” a 256-page long report. It is a report covering various fields such as batteries, autonomous driving, and electrical equipment, and industries and companies are organized together.
Key Key Points
BEV: Battery Electric Vehicle PHEV: Plug-in Hybrid Electric Vehicle
industrial analysis
industrial analysis
Current L2.5+ and L3 levelsSensors applied to autonomous driving are developing into two camps: camera vs. rider.Tesla: Camera + AI Waymo: Rider + Radar + Camera Self-driving Brain Edge Computer requires high performance of AI computing chips: NVidia, Tesla, and Mobileye products representative autonomous driving is in line with the development of artificial intelligence chip performance.Self-driving competitiveness is competitive in technology seen in software and hardware, and currently Tesla and nVidia’s technology seem difficult for latecomers to catch up.4. Demand for electrical components is expected to surgeAutomobiles are evolving into wheeled IT equipment, and electrical cameras: sensing cameras are expected to increase in quantity. Since high power is required to realize automatic operation of the battery: L5, ternary batteries are expected to be the main focusSiC Semiconductor: Increases efficiency of electric vehicles by 5-10% MLCC: Stable power supplyMCU: Brain role of equipment and componentsDisplay: Highlight the importance of providing users with valuable time5. Investment strategy (most preferred company) Secondary battery: LG Nsol, L&F, Nano New Materials Electrical and Electronics: Samsung Electro-Mechanics, LG Innotec, B.H., AMOTEC Company analysisDisplay: Highlight the importance of providing users with valuable time5. Investment strategy (most preferred company) Secondary battery: LG Nsol, L&F, Nano New Materials Electrical and Electronics: Samsung Electro-Mechanics, LG Innotec, B.H., AMOTEC Company analysisI think it’s a report that gives you a lot of things to study about the industry in general.The original report file is too large to go up.Visit the Hi Investment & Securities website.https://www.hi-ib.com/common/pdf/web/viewer.html?File=/upload/R_E09/2022/10/[04202821]_221845.pdf[04202821]_221845.pdf Toggle sidebar Display the previous page of 0 Open Presentation Mode Current View Zoom out of the tool Inwww.hi-ib.com[04202821]_221845.pdf Toggle sidebar Display the previous page of 0 Open Presentation Mode Current View Zoom out of the tool Inwww.hi-ib.com[04202821]_221845.pdf Toggle sidebar Display the previous page of 0 Open Presentation Mode Current View Zoom out of the tool Inwww.hi-ib.com