动力总成、车身、底盘及安全

Paved with Electrification and Autonomy – the Automotive Road Ahead for ON Semiconductor




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Report Summary:

ON Semiconductor’s analyst day identified the automotive sector’s moves to electrification and autonomy as a fundamental megatrend that will drive growth for the company over the next several years. The company believes its semiconductor addressable dollar content per vehicle could approach $1,800 for an electrified L4 model. Key to this growth will be SiC and GaN technologies, with the company looking to bring supply of these materials in-house.

Table of Contents

  1. Executive Summary
  2. Introduction
  3. Corporate Overview
  4. Megatrends Driving Growth
  5. Paved with Electrification and Autonomy – the Automotive Road Ahead
  6. Investing for Scale and Capability
  7. Scaling up and the Role of SiC
    1. The Strategic Role of SiC
  8. Conclusions and Implications
  9. How Can We Help You?

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