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Equities
● Semiconductors & Equipment
4 June 2021
Smart car ecosystem overview
The development of the smart car industry involves various supply chain participants to work
together on complex technology tasks. On top of conventional automotive OEMs, we believe
semiconductor, hardware, software and Internet companies are also playing a more critical role
in the smart car ecosystem, and thus changing up the investing landscape. As a result, we also
highlight related leading Chinese companies and global peers that have exposure to the smart
car in the following table.
Exhibit 10. Chinese and global hardware with exposure to smart car industry
Horizon, Huawei, Black Sesame, Baidu
Will Semi, Sunny Optical, O-film, LCE
On Semi, Sony, Sekonix, Continental, Valeo,
Infineon, NXP, STMirco, Continental, Bosch, Denso
Hesai, Robosense, Huawei, Innovusion
Velodyne, Innoviz, Luminar, Quanergy, Aeva, Ouster
Wingtech, Starpower, Silan, BYD, CRRC
Infineon, Semikron, ST Micro, On Semi, Rohm
Sensetime, Arcsoft, Hikvision
Bosch, Denso, Valeo, Visteon, Hyundai Mobis
Xiaomi, Teyes, Spreadtrum, Allwinner
Valeo, Magna, Gentex, Ambarella, Mediatek
Gigadevice, Autochips, Sinemicro, ChipOn
STMicro, Infineon, NXP, TI, Renesas
Infineon, Micron, Samsung, Hynix
Desay SV, Huawei, Hangsheng, In-driving
Continental, Bosch, Denso, ZF, Delphi, Aptiv
BOE, Tianma, Visionox, TCL
LG Display, JDI, Samsung, AUO, Innolux
BOE, Tianma, Will Semi, Sunny Optical
Continental, Denso, Visteon, Nippon Seiki,
Yazaki, TE Connectivity, Aptiv, Amphenol, Sumitomo
Huawei, ZTE, Datang, Hikevision, Moringcore
Desay SV, Neusoft, Thundersoft
Bosch, Continental, Aptiv, ZF, Denso, Harman
Baidu, Navinfo, AutoNavi, Tencent,
Waymo, Mobileye, Deepmap, Tomtom
Huawei (Homony), Alibaba (AliOS), Baidu (Apollo IOV OS),
Tencent (TAI)
Android Automotive OS, Tesla (Version), QNX, AGL
Software development
platform
Thundersoft, Neusoft, CETC, Jingwei Hirain, HingeTech
WindRiver, Mentor, Elektrobit, Vector
BYD, Desay SV, Thundersoft, Huawei
Aptiv, Harman, Denso, Panasonic, Continental
iflytek, Aispeech, Unisound, Baidu, Alibaba
Geely, BYD, SAIC, GAIC, Chang'An
BMW, Mercedez, VW, GM, Honda, Nissan
Xpeng, NIO, Li Auto, Welmeister, ImMotors, Xiaomi, Oppo
Uber, Lyft, Waymo, Voyage, AutoX, Zoox
Source: Company data, HSBC Qianhai Securities