22.10.05 High Investment & Securities has issued a report.The title is “Electric Car After Smart Car (battery, self-driving and full length)” and it’s a long 256-page report. It is a report that covers various fields such as battery, self-driving, and electrical equipment, and the industry and companies are organized together.22.10.05 High Investment & Securities has issued a report.The title is “Electric Car After Smart Car (battery, self-driving and full length)” and it’s a long 256-page report. It is a report that covers various fields such as battery, self-driving, and electrical equipment, and the industry and companies are organized together.Key PointsBEV: BATTERY ELECTRIC VEHICLE PHEV: PLUG-IN HYBRID ELECTRIC VEHICLEindustrial analysisindustrial analysisCurrent L2.5+ and L3 LevelsSensors applied to self-driving are developing into both sides of camera vs. rider. Tesla: Camera + AI Waymo: Rider + Radar + Edge Computer, which acts as a brain for self-driving cameras, requirements for high performance of AI chips: nVidia, Tesla, and Mobileye products.The competitiveness of self-driving has become competitive due to the technology seen in software and hardware, and Tesla and nVidia’s technology is currently difficult for latecomers to catch up.4. prospect of a surge in demand for electrical componentsAutomobiles are evolving with IT devices with wheels. Electrical cameras: sensing cameras are expected to increase in quantity. Battery: Three-way batteries are expected to be the main focus as high power is needed to realize automatic operation of L5SiC Semiconductor: Increase efficiency of electric vehicles by 5-10% MLCC: Stable power supplyMCU: The role of the brain of equipment and componentsDisplay: Emphasized the importance of providing users with valuable time5. Investment strategy (preferred company) Secondary battery: LG Ensol, L&F, Nano new materials Electrical and Electronics: Samsung Electro-Mechanics, LG Innotec, B.H., Amotech companies analysisDisplay: Emphasized the importance of providing users with valuable time5. Investment strategy (preferred company) Secondary battery: LG Ensol, L&F, Nano new materials Electrical and Electronics: Samsung Electro-Mechanics, LG Innotec, B.H., Amotech companies analysisIt seems to be a report that has a lot to study about industry in general.The original report file is too large to upload.I think you need to see it on 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 Switch Sidebar Print to find the next presentation mode of the previous 0 Download Current View Tool Zoom Out Inwww.hi-ib.com[04202821]_221845.pdf Switch Sidebar Print to find the next presentation mode of the previous 0 Download Current View Tool Zoom Out Inwww.hi-ib.com[04202821]_221845.pdf Switch Sidebar Print to find the next presentation mode of the previous 0 Download Current View Tool Zoom Out Inwww.hi-ib.com
