Semiconductor acquisition and heat wave non-destructive automotive electronic memory test IP market, and even hope to further drive growth. The business opportunities in the automotive electronics market are staggering, spurring the semiconductor purchase boom to continue to burn, such as Qualcomm to eat NXP for $47 billion, casting a shocking bomb for the automotive market. This trend is also expected to promote the demand for automotive electronic memory testing. According to Houyi Technology, although the total number of semiconductor factories has decreased due to mergers and acquisitions, in order to make automotive electronic components comply with the ISO 26262 standard, semiconductor manufacturers will only pay more attention to safety testing. Therefore, for memory IP testers, it is expected to bring further revenue growth.
Lai Junze, general manager of Houyi Technology, pointed out that the semiconductor merger boom will not have much impact on testing IP vendors, and even help future growth. For example, the Qualcomm purchase of NXP, its intention is obvious, it is to strengthen its competitive advantage in the automotive market. However, in order to ensure driving safety, the most important thing for automotive electronic components is to pass the ISO 26262 standard. All related products must be tested and certified before they can be launched. After Qualcomm acquired NXP to expand its automotive market, the future will be more focused on testing to ensure product safety and reliability to comply with ISO 26262. In other words, the semiconductor factory purchase boom will not affect the thick wings, but will bring greater testing needs. At present, the company has also actively contacted Taiwan Qualcomm, and may become a strategic partner in the future, thus forming a complete vehicle. Electronic ecosystem.
Lai Junze further revealed that the vehicle electronic test is different from the IoT product. At present, the IoT embedded flash test time is very long, so the overall production cost will also increase. Some chip vendors are not willing to spend more time on testing. . However, the reliability of automotive electronics is the number one priority, and safety testing becomes a must-have procedure in response to ISO 26262 specifications. Therefore, automotive electronic component manufacturers cannot reduce production costs by evading testing, or reduce test steps in order to reduce costs. That is to say, in the automotive electronic test market, cost is not the biggest consideration, and ensuring product safety is the key point. For thick wing technology, it is not necessary to fall into the situation of price competition, and it is another way to ensure revenue growth. One of the factors.
The automotive electronics industry is booming, and the demand for reliability of its electronic products is defined in ISO 26262. It requires higher reliability and quality to enter the automotive electronics market where product safety is extremely demanding. Higher reliability test level. In view of this, even if the semiconductor purchase boom continues in the future, for IP testers, the business opportunities will not decrease, because the future automotive electronic safety standards will only become higher and higher, which will further drive related test demand, market revenue. It is expected to shine every year.
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