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2136502

汽車EMS與ECU產業研究報告，2026年

Automotive EMS and ECU Industry Research Report, 2026
出版日期: | 出版商: ResearchInChina | 英文 520 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

汽車EMS研究：EMS供應商和一級供應商之間的界限正在模糊，供應鏈模式正在從線性鏈轉向基於網路的結構。

主要的電子製造服務 (EMS) 供應商正在加速向汽車領域擴張，汽車電子產品的銷售額也快速成長。此外，晶圓代工廠的結構正在從小規模電子控制單元 (ECU) 的印刷電路板組件 (PCBA)（表面貼裝技術 (SMT) 和組裝）轉向以基於 SDV 架構的分散式控制單元 (DCU) 為中心的高附加價值產品。汽車 EMS 市場也在快速擴張。

電子製造系統（EMS）市場主要集中於自動駕駛DCU、駕駛座DCU、ZCU、XCU和底盤DCU。原始設備製造商（OEM）正大力推動自主研發。透過自主開發DCU的頂級軟體演算法，他們可以掌控DCU產品定義，增強對供應鏈的控制，並實現產品差異化。

基於下一代 SDV 架構的創新供應鏈模式正從線性鏈轉向網路結構。

隨著原始設備製造商 (OEM) 研發路線的日益多樣化，一些 OEM 不再追求全產業鏈的內部研發，而是根據自身的技術專長分類研發、製造和供應鏈環節。 OEM 通常採用「硬體平台」策略，即單一資料控制單元 (DCU) 可涵蓋多個車型，並透過軟體配置的差異來實現功能上的區分。雖然 OEM 會開發自己的車上用軟體，但他們希望避免從零開始建立硬體和底層 BSP/AUTOSAR 協定堆疊。客戶的需求也從簡單的「硬體組裝外包」轉向將硬體和底層軟體結合的標準化硬體平台。

一站式承包模式，涉及EMS供應商、晶片供應商和底層軟體供應商，建構了一個標準化的硬體平台。

在軟體定義驗證（SDV）時代，整個汽車產業鏈正從傳統的「鍊式」結構向「網路式」結構演變。半導體供應商、解決方案供應商、一級供應商和原始設備製造商（OEM）不再沿著單一的鏈條逐層溝通需求，而是透過同一網路相互連接，並行開發和協作。

目前，SDV產業鏈上的所有相關人員正在探索更靈活的合作方式。晶片供應商正向上游拓展，進軍基礎軟體和參考平台領域；基礎軟體供應商正在提升自身地位；OEM廠商正在掌控車輛架構/SOA/應用層；而一級供應商和EMS廠商則負責系統整合和硬體實現。例如，Flex、英飛凌和Vector合作推出了可擴展的ZCU開發套件；ST和AutoCore共同發布了以乙太網路為基礎的ZCU分散式音訊解決方案；UAES則推出了「模組化」平台解決方案，使OEM廠商能夠靈活選擇從硬體到完整解決方案的各種供應級別。

電子製造服務 (EMS) 供應商與晶片供應商之間的合作關係已從傳統的「元件買賣」模式演變為「聯合研發和深度合作」的共創模式，這使得獲得官方的板級支援包 (BSP) 和汽車參考設計成為可能。這種模式也有助於提前保障晶片產能，確保供應鏈的穩定性。 EMS 供應商正與底層軟體供應商合作，以確保預先整合中間件的供應。

電子製造服務 (EMS) 供應商、晶片供應商和底層軟體供應商之間的深度合作，本質上代表著從硬體晶圓代工廠向聯合設計與製造 (JDM) 模式的演進。透過對晶片、硬體和底層軟體進行預適配和安全檢驗，一系列標準化的硬體抽象層得以構建，使原始設備製造商 (OEM) 不僅能夠交付電路基板，還能獲得「即插即用」的運算基礎設施。這最終將提升毛利率，並帶來更多高附加價值的新項目。

這種協作模式尤其適用於下一代區域架構產品，例如DCU、ZCU、電力驅動系統和汽車電源。透過利用可量產的汽車級設計、先進的軟體測試和整合以及成本和性能最佳化的晶片組，OEM廠商可以與上游供應商更有效率地合作設計和開發區域架構。這減少了中間環節，能夠更快地回應OEM廠商的客製化需求，縮短產品上市時間，並幫助他們抓住市場機會。

EMS供應商和一級供應商之間的界線正變得越來越模糊。

1. 一級供應商的下游擴張：為了吸收閒置產能，一些一級供應商正在進入EMS業務領域。他們的角色類似於“產能供應商”，不僅銷售自己開發的產品，還向其他合作夥伴提供EMS服務；

2. EMS供應商向上游擴張：一些最初以家用電子電器起家的大型EMS供應商（例如立訊精密、鴻海電子和比亞迪電子）正透過收購和技術累積轉型。如今，它們作為一級供應商，直接向OEM製造商供應底盤和自動駕駛產品。

以立訊精密為例，2026年上半年，公司汽車電子業務銷售額達323.91億元人民幣，較去年同期成長274.10%。汽車電子業務毛利率為14.14%，較去年同期下降0.06個百分點，但仍高於公司整體平均毛利率（11.78%）。目前，立訊精密持續為國內外主要OEM廠商供貨，多個新計畫已進入量產階段，產能持續擴大。這一成長得益於立訊精密獨特的汽車電子產品矩陣的持續發展以及2025年對利安電子的收購。未來3至5年，汽車電子業務預計將占公司銷售額的20%以上，成為公司最大的業務部門，並推動公司長期快速成長。

透過持續的投資和併購，立訊精密已從電子製造服務 (EMS) 供應商和零件供應商轉型為一級汽車供應商。透過一系列收購，立訊精密現在能夠為整車製造商 (OEM) 提供全面的汽車電子系統解決方案。收購利安尼 (LEONI) 解決了「訊號和能量傳輸」（線束/連接器）方面的難題，而北京西實業則完善了立訊精密「智慧控制→車輛運行」（線控刹車/主動懸吊）的閉合迴路執行。迄今為止，立訊精密的汽車業務已建造了「連接器→線束→DCU→智慧底盤」的全端業務結構，使單車附加價值從1萬元大幅提升至4萬元。這正式使立訊精密躋身博世 (Bosch) 和大陸集團 (Continental) 等世界一流一級供應商之列。

2026年，立訊精密計畫收購北京西工工，進而進軍智慧底盤領域。隨著自動駕駛汽車的競爭延伸至底層執行系統，感知和決策之後的底盤執行層正成為業界一個新興且極具價值的領域，這也是立訊精密此次收購的核心動機。與立訊精密先前專注於的駕駛座和連接器等領域不同，智慧底盤與使用者感知相去甚遠，卻直接關係到車輛的安全、操控和舒適性，因此進入門檻極高。而這恰恰是北京西工工的核心價值所在。

目前，立訊精密汽車電子業務包括四條高價值產品線：連接和線束系統、智慧駕駛座、自動駕駛、動力傳動系統和底盤，涵蓋新能源汽車的所有核心面向。

我們的連接器和線束系統涵蓋多種產品，包括高壓/低壓/高速連接器、車輛用高壓和低壓線束以及高功率充電槍。其中，借助利奧尼的技術和生產能力，我們的汽車線束業務正經歷快速擴張。

在智慧駕駛座領域，高通8295/8255、AR-HUD、自主顯示器和T-BOX等產品正在大規模生產，以滿足智慧駕駛座日益嚴格的要求。

在自動駕駛領域，4D雷達、自動駕駛DCU和電源組（PPK）等產品的研發取得了突破性進展，支援在高速公路和城市地區進行NOA（自動導航）。

在動力傳動系統和底盤領域，一體化動力傳動系統、MCU、BMS、EMB 和 EPS 等產品正陸續進入量產階段，強化了核心汽車零件的組成。

EMS 服務提供者和一級供應商的新領域：EAI 機器人 EMS

具身機器人EMS的興起與智慧型手機的發展軌跡完美契合。各大廠商透過專注於具身模型、運動控制和熟練操作等核心技術，同時將硬體製造外包給專業的EMS供應商，在技術創新和量產之間取得​​平衡。目前，人形機器人產業的外包模式正沿著產業鍊和能力邊界逐步分化為三條路徑：機器人EMS、核心模組EMS以及更深層的協同開發與製造。

這三種EMS模式分別服務於三類公司：EMS供應商、汽車和高階設備製造商、機器人和自動化公司及其相關企業。

目錄

第1章：汽車電子製造服務（EMS）產業概況及市場規模

  • 汽車電子製造服務 (EMS) 產品定義及範圍
  • 汽車電子製造服務 (EMS) 產品定義及範圍
  • 急救醫療服務提供者的關鍵財務數據
  • 台灣和中國當地急救醫療服務提供者的關鍵財務數據
  • 中國當地急救醫療服務提供者的關鍵財務數據
  • 2025-2026年汽車產業EMS供應商的銷售額與毛利
  • 2025-2026年部分從事EMS業務的一級供應商的汽車相關銷售和毛利
  • 2025-2026年部分二級供應商（經營EMS業務）在汽車產業的銷售額和毛利
  • 汽車電子製造服務 (EMS) 市場規模（摘要）
  • 中國乘用車銷量（包括國內銷量及出口銷量），2022-2030年（預測）
  • 全球及中國汽車EMS市場規模，2025-2030年（預測）
  • 中國乘用車（DCU+ECU）市場及EMS市場規模（六大細分市場），2022-2030年預測
  • 中國乘用車DCU EMS市場規模，2022-2030年（預測）
  • 中國乘用車DCU EMS市場規模，2022-2030年（預測）：自動駕駛用DCU
  • 中國乘用車DCU EMS市場規模，2022-2030年（預測）：智慧駕駛座DCU
  • 中國乘用車DCU EMS市場規模，2022-2030年（預測）：動力傳動系統DCU
  • 中國乘用車DCU EMS市場規模，2022-2030年（預測）：底盤DCU
  • 中國乘用車DCU EMS市場規模，2022-2030年（預測）：ZCU
  • 2022-2030年中國乘用車DCU EMS市場規模（預測）：駕駛座整合式DCU
  • 中國乘用車ECU（不含DCU）EMS市場規模，2022-2030年（預測）
  • 中國乘用車PCBA EMS市場規模，2022-2030年（預測）（已包含在以上重疊累計中）
  • 創新汽車電子供應鏈模式：EMS供應商 x 半導體供應商
  • 下一代SDV架構中的創新供應鏈模式：
  • 廣達電腦 × 恩智浦：
  • Flex × 英飛凌 × Vector

第2章 汽車電子製造系統：業務部門

  • 自動駕駛DCU
  • 自動駕駛領域 - 運算平台
  • 自動駕駛DCU/駕駛艙整合式DCU
  • 正面視圖一體機
  • 停車控制器
  • ADAS感測器
  • 車載攝影機
  • LiDAR
  • 雷達
  • 超音波雷達
  • 智慧駕駛座DCU
  • 智慧駕駛座領域 - 運算平台
  • 駕駛座DCU
  • 智慧駕駛座DCU
  • 駕駛座感知（OMS/DMS）
  • HUD控制模組
  • 無線通訊模組
  • T-BOX
  • 車身區域ECU
  • Bodyzone - 運算平台
  • BCM+BDC+ZCU
  • 車身區域ECU
  • 燈光控制器
  • 座椅控制器
  • 空調控制器
  • IMMO
  • 門控制模組
  • 動力與能量ECU
  • 電力與能源 - 運算平台
  • VCU +動力傳動系統DCU + XCU
  • 車輛溫度控管控制器
  • 動力傳動系統總成領域ECU
  • 電動驅動系統
  • 汽車電源系統
  • 引擎控制模組
  • 溫度控管執行器ECU
  • 數位底盤ECU
  • 機箱域 - 計算平台
  • 底盤 DCU
  • 底盤域ECU
  • 煞車系統ECU
  • 轉向系統ECU
  • 懸吊系統ECU
  • 智慧型控制模組
  • 其他
  • 汽車PCBA EMS
  • EAI機器人EMS

第3章：專業汽車EMS供應商

  • Hon Hai Precision
  • Quanta Computer
  • Pegatron
  • Wistron
  • Flex
  • Jabil
  • Compal
  • Inventec
  • Luxshare Precision
  • Huaqin Technology
  • BYD Electronics
  • USI
  • PRIME Technology
  • DBG
  • Sunny Optical Technology
  • MAXWAY
  • Longtech
  • Wieson Automotive
  • MARUHI
  • Lenovo Group

第4章：其他在EMS業務中營運的一級供應商

  • Desay SV
  • Hytera
  • PATEO CONNECT+
  • ADAYO Group
  • Joyson Electronics
簡介目錄
Product Code: XX022

Automotive EMS Research: The boundaries between EMS providers and Tier1 suppliers are becoming blurred, and the supply chain model is evolving from a linear chain to a networked structure

Mainstream EMS providers are accelerating their automotive business layout, automotive electronics revenue is growing rapidly, and the foundry structure has changed from the original PCBA (SMT and Assembly) of small ECUs to high value-added products centering on DCUs under the SDV architecture. The automotive EMS market size has also grown rapidly.

The EMS market for ECUs and DCUs is mainly concentrated in autonomous driving DCUs, cockpit DCUs, ZCUs, XCUs, and chassis DCUs. OEMs are strongly willing to conduct independent R&D. By self-developing DCU top-level software algorithms, they can master the product definition of DCUs, gain more control over the supply chain, and create product differentiation.

The innovative supply chain model under the next-generation SDV architecture evolves from a linear chain to a networked structure

With the gradual differentiation of OEMs' independent R&D routes, some OEMs no longer pursue independent research and development of the entire chain, but split the R&D, manufacturing, and supply chain segments based on their own technical reserves. OEMs generally adopt the "hardware platformization" strategy. One DCU covers multiple vehicle models, and functional differentiation is achieved through differences in software configurations. OEMs develop vehicle software in-house but prefer to avoid building hardware and underlying BSP/AUTOSAR stacks from scratch. Customer requirements have shifted from simple "hardware assembly outsourcing" toward a standardized hardware foundation combining hardware and underlying software.

The one-stop turnkey model of "EMS provider X chip vendor X underlying software vendor" forges a standardized hardware platform

In the SDV era, the entire automotive industry chain is evolving from the previous "chain" structure to a "networked" structure: semiconductor vendors, solution providers, Tier1 suppliers and OEMs no longer transmit requirements layer by layer along a single chain, but are interconnected on the same network with parallel development and collaboration.

Currently, all parties in the SDV industry chain are exploring more flexible cooperation methods. Chip vendors extend upward to the underlying software and reference platforms, basic software vendors improve their status, OEMs upwardly master the vehicle architecture/SOA/application layer, and Tier1 suppliers or EMS providers undertake system integration and hardware implementation. For example, Flex, Infineon, and Vector collaborated to launch a scalable ZCU development kit; ST and AutoCore jointly released an Ethernet-based ZCU distributed audio solution, and UAES launched a "building block"-style platform solution, allowing OEMs to flexibly choose different supply levels from hardware to complete solutions.

The cooperation between EMS providers and chip vendors has been upgraded from the traditional "buying and selling of components" to a co-creation model of "joint research and development, deep binding", which can obtain the official BSP (board support package) and automotive reference design. It also helps to lock in chip production capacity in advance and ensure the security of the supply chain. EMS providers cooperates with underlying software vendors to secure pre-integrated middleware.

The in-depth binding of EMS providers, chip vendors, and underlying software vendors is essentially an upgrade from hardware foundry to Joint Design and Manufacturing (JDM). The joint adaptation and security verification of chips, hardware, and basic software in advance can provide a set of standardized hardware abstraction layers and deliver not only circuit boards to OEMs, but a "plug-and-play" computing power foundation, thereby enabling higher gross profits and locking in more new high value-added projects.

This cooperation model is more suitable for the next-generation zone architecture products such as DCUs, ZCUs, electric drive, and automotive power supply. OEMs can use production-ready automotive-grade designs, advanced software testing and integration, and cost- and performance-optimized chipsets to more efficiently design zone architectures and collaborate with upstream vendors to develop, reducing intermediate links, quickly responding to OEMs' customized needs, shortening time-to-market of products, and seizing market opportunities.

Example: In August 2026, ST demonstrated an intelligent high-voltage conversion platform developed with Flex. This powertrain system incorporates DAB-based primary DC/DC and backup DC/DC, and adopts a full suite of ST automotive-grade chips. Supported by bidirectional ultra-fast power conversion and ASIL-D compliant design, it delivers a brand-new vehicle power supply solution for software-defined vehicles (SDVs) and autonomous driving. The solution is led by Flex in system architecture design, integration and manufacturing, while ST provides full-link core semiconductor devices from control to power execution. The two form a deep binding cooperation model of "Tier1 system integration + top automotive-grade chip EMS". This platform is currently in the customer sampling phase, targeting new vehicle models.

The boundaries between EMS providers and Tier1 suppliers are becoming blurred

The boundaries between EMS providers and Tier1 suppliers are becoming blurred:

1.Tier1 suppliers move downstream: In order to absorb idle production capacity, some Tier1 suppliers have embarked on EMS. Their role is more like a "capability supplier", not only selling self-developed products, but also providing EMS for other partners;

2.EMS providers go upstream: Major EMS providers that started from consumer electronics (Luxshare Precision, Hon Hai, BYD Electronics, etc.), have altered their role thanks to acquisitions and technology accumulation. They have begun to directly supply OEMs as Tier 1 suppliers of chassis and autonomous driving products.

Taking Luxshare Precision as an example, in the first half of 2026, the company's automotive electronics revenue hit RMB32.391 billion, a year-on-year increase of 274.10%. The gross profit margin of the automotive electronics business was 14.14%, a year-on-year decrease of 0.06%, but higher than the company's overall average gross margin (11.78%). At present, Luxshare Precision is continuing to serve domestic and foreign mainstream OEMs, with multiple new projects entering mass production and production capacity keep expanding. This growth rate is powered by the continued implementation of Luxshare Precision's own automotive electronics product matrix and its acquisition of LEONI in 2025. It is expected that the automotive electronics business will account for more than 20% of revenue in the next 3-5 years, becoming the company's largest business segment and prompting the company's long-term rapid growth.

Through continuous investment and mergers and acquisitions, Luxshare Precision has transformed from an EMS provider and parts supplier to an automotive Tier1 supplier. Through several acquisitions, Luxshare Precision can provide complete automotive electronic system solutions to OEMs. Luxshare Precision has handled the "signal and energy transmission" (wire harness/connector) issue through the acquisition of LEONI, while Beijing West Industries has completed the execution closed loop of Luxshare Precision's "intelligent command -> body action" (brake-by-wire/active suspension). So far, Luxshare Precision's automotive business has formed a full-stack layout of "connectors -> wiring harnesses -> DCU -> intelligent chassis", with the content-per-car value jumping from RMB10,000 to RMB40,000. Therefore, Luxshare Precision has officially benchmarked against the world's top Tier 1 suppliers such as Bosch and Continental.

In 2026, Luxshare Precision plans to acquire Beijing West Industries so as to enter the field of intelligent chassis. As the competition for autonomous vehicles spreads down to the underlying execution system, the chassis execution layer after perception and decision-making is becoming a new valuable arena in the industry, which poses the core motivation for Luxshare Precision's acquisition. Different from cockpits, connectors and other fields deployed by Luxshare Precision previously, although the smart chassis is far away from users' perception, it is directly related to vehicle safety, control and comfort, setting higher entry barriers, where the core value of Beijing West Industries lies in.

Currently, Luxshare Precision's automotive electronics business has four high-value product lines: connection and wiring harness systems, smart cockpits, autonomous driving, and powertrain & chassis, covering all core aspects of new energy vehicles:

In terms of connection and wiring harness systems, it covers high-voltage/low-voltage/high-speed connectors, vehicle high- and low-voltage wiring harnesses, high-power charging guns and other products. Among them, the automotive wiring harness business has seen rapid expansion by leveraging LEONI's technology and production capacity;

In the field of intelligent cockpits, Qualcomm 8295/8255, AR-HUD, autonomous displays, T-BOX and other products have been mass-produced to meet higher requirements of intelligent cockpits;

In the field of autonomous driving, breakthroughs have been made in the research and development of products such as 4D radar, autonomous driving DCUs, and powerpacks (PPKs), supporting higway/urban NOA;

In the field of powertrain and chassis, all-in-one powertrain, MCUs, BMS, EMB, EPS and other products are gradually entering mass production, improving the layout of core automotive parts.

New arena for EMS providers and Tier1 suppliers: EAI robot EMS

The outbreak of embodied robot EMS has completely replicated the development path of smartphones. Top vendors focus on core technologies such as embodied models, motion control, and dexterous operation, and outsource hardware manufacturing to professional EMS providers to achieve a balance between technological innovation and mass production. At present, the outsourcing of the humanoid robot industry has gradually differentiated into three paths along the industrial chain and capability boundaries: robot EMS, core module EMS, and deeper joint development and manufacturing.

Robot EMS: Robot companies master product definition, system solutions and core technologies, while EMS providers handle assembly, testing and delivery. This is the most direct way for companies that have completed product finalization and hope to quickly expand production capacity. The competition in robot EMS hinges on production line organization, supply chain collaboration, and consistent delivery of complex electromechanical systems. This model is closest to the OEM logic familiar to the consumer electronics and automotive industries.

Core module EMS: Core modules inside the bodies of humanoid robots include joint modules, actuators, controllers, dexterous hands, drive units, etc. Compared with robot EMS, this model has higher added value and deeper involvement.

Joint development and manufacturing model: In this model, EMS providers no longer just receive drawings and requirements, but become involved in product design, process definition and mass production solution formulation earlier. They have shifted from providing "manufacturing services" to robot companies to delivering products with the latter.

The three EMS models correspond to three types of players: EMS providers, automotive and high-end equipment manufacturers, robotics and automation companies and their derivatives.

EMS providers: For EMS providers of consumer electronics, the mature capabilities of the consumer electronics supply chain provide perfect support for embodied robot EMS. Currently, humanoid robots have been involved in a standardized manufacturing system that fully matches the process capabilities of EMS providers. Top EMS providers such as Foxconn, Huaqin Technology, Luxshare Precision, and Jabil have transferred their 3C precision manufacturing experience to the field of robots. They have mature precision assembly, supply chain management, and quality control systems, which can reduce the manufacturing cost of a single robot by 30%-50% and shorten the delivery cycle by 50%. Therefore, they fill the production capacity gap of leading vendors who prioritize R&D over manufacturing.

Automotive and high-end equipment manufacturers: For automotive Tier1 suppliers, automotive AI capabilities have the same origin as robots. Tier1 suppliers such as Desay SV, Joyson Electronics, PATEO CONNECT+Internet of Vehicles, and ADAYO Group have also expanded their automotive-grade production lines into the EAI field based on their software and hardware manufacturing capabilities for automotive-grade products. The underlying technology structures of autonomous vehicles and humanoid robots are actually different product forms of the same technology platform. Autonomous vehicles rely on sensors to perceive the environment, chips for decision-making and planning, and actuators to complete operations; humanoid robots use visual radar as the sensor, AI foundation models as the core cerebrum, and servo motors as motion terminals. Core technologies including sensors, chips, motors, motor controllers and batteries, which have been well-honed for new energy vehicles, create an overwhelming competitive advantage when adapted for humanoid robots.

Robotics and automation companies and their derivatives: They are inherently part of the robotics supply chain, so they not only understand the robot structure, but also have certain manufacturing capabilities. After the rise of humanoid robots, they began to shift from "making their own robots" to "making robots for others", looking for opportunities in robot assembly, system integration and even some EMS links. Their advantage is that they have a deeper understanding of robots per se and can better meet functional requirements during the manufacturing process. However, they still need time to verify the efficiency of large-scale manufacturing and supply chain.

Table of Contents

1 Overview and Market Size of Automotive EMS Industry

  • 1.1 Definition and Scope of Automotive EMS Products
  • Definition and Scope of Automotive EMS Products (1)
  • Definition and Scope of Automotive EMS Products (2)
  • Definition and Scope of Automotive EMS Products (3)
  • Definition and Scope of Automotive EMS Products (5)
  • 1.2 Key Financial Data of EMS Providers
  • Key Financial Data of EMS Providers in Taiwan, China
  • Key Financial Data of EMS Providers in Mainland China
  • Automotive Revenue/Gross Profit of EMS Providers, 2025~2026 (1)
  • Automotive Revenue/Gross Profit of EMS Providers, 2025~2026 (2)
  • Automotive Revenue/Gross Profit of EMS Providers, 2025~2026 (3)
  • Automotive Revenue/Gross Profit of EMS Providers, 2025~2026 (4)
  • Automotive Revenue/Gross Profit of Some Tier 1 Suppliers Engaged in EMS, 2025~2026 (1)
  • Automotive Revenue/Gross Profit of Some Tier 2 Suppliers Engaged in EMS, 2025~2026 (1)
  • 1.3 Automotive EMS Market Size (Summary)
  • China's Passenger Car Sales Volume (Including Local Sales + Exports), 2022~2030E (1)
  • China's Passenger Car Sales Volume (Including Local Sales + Exports), 2022~2030E (2)
  • Global and Chinese Automotive EMS Market Size, 2025~2030E (1)
  • Global and Chinese Automotive EMS Market Size, 2025~2030E (2)
  • China's Passenger Car (DCU+ECU) Market and EMS Market Size (Six Domains), 2022~2030E (1)
  • China's Passenger Car (DCU+ECU) Market and EMS Market Size (Six Domains), 2022~2030E (2)
  • China's Passenger Car (DCU+ECU) Market and EMS Market Size (Six Domains), 2022~2030E (3)
  • China's Passenger Car (DCU+ECU) Market and EMS Market Size (Six Domains), 2022~2030E (4)
  • China's Passenger Car DCU EMS Market Size, 2022~2030E
  • Chinese Passenger Car DCU EMS Market Size, 2022-2030E: Autonomous Driving DCU
  • Chinese Passenger Car DCU EMS Market Size, 2022-2030E: Intelligent Cockpit DCU
  • Chinese Passenger Car DCU EMS Market Size, 2022-2030E: Powertrain DCU
  • Chinese Passenger Car DCU EMS Market Size, 2022-2030E: Chassis DCU
  • Chinese Passenger Car DCU EMS Market Size, 2022-2030E: ZCU
  • Chinese Passenger Car DCU EMS Market Size, 2022-2030E: Cockpit-Driving Integration DCU
  • Chinese Passenger Car ECU (None DCU) EMS Market Size, 2022-2030E
  • Chinese Passenger Car PCBA EMS Market Size, 2022-2030E (repeated counting with the above)
  • 1.4 Innovative Automotive Electronics Supply Chain Model: EMS Providers X Semiconductor Vendors
  • Innovative Supply Chain Model Under The Next-Generation SDV Architecture:
  • Quanta Computer X NXP:
  • Flex X Infineon X Vector

2 Automotive EMS: Business Segments

  • 2.1 Autonomous Driving DCU
  • 2.1.1 Autonomous Driving Domain - Computing Platform
  • 2.1.1.1 Autonomous Driving DCU/Cockpit-Driving Integration DCU
  • Autonomous Driving DCU: China's Passenger Car Autonomous Driving System Installations and Installation Rate, 2022~2030E
  • Autonomous Driving DCU: China's Passenger Car Autonomous Driving DCU and EMS Market Size, 2022~2030E (1)
  • Autonomous Driving DCU: China's Passenger Car Autonomous Driving DCU and EMS Market Size, 2022~2030E (2)
  • Autonomous Driving DCU Layout Features of OEMs (1)
  • Autonomous Driving DCU Layout Features of OEMs (2)
  • Installation of Autonomous Driving DCUs in Chinese Passenger Cars, 2025~2026
  • Autonomous Driving DCU: Product Layout and Customers of EMS Providers (1)
  • Autonomous Driving DCU: Product Layout and Customers of EMS Providers (2)
  • 2.1.1.2 Front View All-in-One
  • Front View All-in-One: BOM Cost Breakdown
  • Front View All-in-One: China's Passenger Car Front View All-in-One and EMS Market Size, 2022~2030E
  • Front View All-in-One Installation in Passenger Cars in China, 2025~2026
  • Front View All-in-One: Product Layout and Customers of EMS Providers
  • 2.1.1.3 Parking Controller
  • Parking Controller: BOM Cost Breakdown
  • Parking Controller: China's Passenger Car Parking Controller and EMS Market Size, 2022-2030E
  • APA Solutions: Market Players and Cooperative Development Models
  • APA Installation in Passenger Cars in China, 2025~2026
  • 2.1.2 ADAS Sensor
  • 2.1.2.1 Automotive Camera
  • Automotive Camera: BOM Cost Breakdown
  • Automotive Camera: China's Passenger Car Camera (inside the cockpit + outside the cockpit) and EMS Market Size, 2022~2030E (1)
  • Automotive Camera: China's Passenger Car Camera (inside the cockpit + outside the cockpit) and EMS Market Size, 2022~2030E (2)
  • Automotive Camera: China's Passenger Car Camera (inside the cockpit + outside the cockpit) and EMS Market Size, 2022~2030E (3)
  • ADAS Camera Installation in Passenger Cars in China, H1 2026
  • Automotive Camera: Product Layout and Customers of EMS Providers
  • 2.1.2.2 LiDAR
  • LiDAR: BOM Cost Breakdown
  • LiDAR: China's Passenger Car LiDAR and EMS Market Size, 2022-2030E (1)
  • LiDAR: China's Passenger Car LiDAR and EMS Market Size, 2022-2030E (2)
  • LiDAR Installation in Passenger Cars in China, 2025~2026
  • Production Line Layout and Production Capacity of Chinese LiDAR Companies (1)
  • Production Line Layout and Production Capacity of Chinese LiDAR Companies (2)
  • Automotive LiDAR: Product Layout and Customers of EMS Providers (1)
  • Automotive LiDAR: Product Layout and Customers of EMS Providers (2)
  • Automotive LiDAR: MEMS Micro-galvanometer EMS
  • Automotive LiDAR: Transceiver Module EMS
  • 2.1.2.3 Radar
  • Radar: BOM Cost Breakdown
  • Radar: China Passenger Car Radar and EMS Market Size, 2022-2030E (1)
  • Radar: China Passenger Car Radar and EMS Market Size, 2022-2030E (2)
  • Radar: Product Layout and Customers of EMS Providers
  • 2.1.2.4 Ultrasonic Radar
  • Ultrasonic Radar: BOM Cost Breakdown
  • Ultrasonic Radar: China Passenger Car Ultrasonic Radar and EMS Market Size, 2022-2030E
  • Ultrasonic Radar Installation in Passenger Cars in China, 2025
  • Ultrasonic Radar: Product Layout and Customers of EMS Providers
  • 2.2 Intelligent Cockpit DCU
  • 2.2.1 Intelligent Cockpit Domain - Computing Platform
  • 2.2.1.1 Cockpit DCU
  • Cockpit DCU: BOM Cost Breakdown
  • Cockpit DCU: China's Passenger Car Cockpit DCU and EMS Market Size, 2022~2030E
  • Cockpit DCU Installation in Passenger Cars in China, Jan-Apr 2026
  • Cockpit DCU Installation in Passenger Cars in China, 2025
  • Cockpit DCU Layout Features of OEMs:
  • Cockpit DCU: Product Layout and Customers of EMS Providers (1)
  • Cockpit DCU: Product Layout and Customers of EMS Providers (2)
  • Cockpit DCU: Hardware EMS Layout and Customers of Tier 1 Suppliers
  • 2.2.2 Smart Cockpit DCU
  • 2.2.2.1 In-Cockpit Perception (OMS/DMS)
  • In-Cockpit Perception System: China's Passenger Car In-Cockpit Perception and EMS Market Size, 2022~2030E
  • In-Cockpit Monitoring Installation in Passenger Cars in China, 2025
  • In-Cockpit Perception Market Landscape: Market Share of Passenger Car DMS Algorithm Suppliers in China, 2025~2026
  • In-Cockpit Perception Market Landscape: Market Share of Passenger Car OMS Algorithm Suppliers in China, 2025~2026
  • In-Cockpit Perception System: Product Layout and Customers of EMS Providers
  • 2.2.2.2 Automotive Display ECU
  • Automotive Display Assembly: BOM Cost Breakdown
  • Automotive Display Assembly: China's Passenger Car Display Assembly and EMS Market Size, 2022-2030E
  • Automotive Display Assembly: As OEMs Gain More Influence, Some Tier 1 Suppliers of Automotive Displays Will Become Integrators
  • Automotive Display: Product Layout and Customers of EMS Providers (1)
  • Automotive Display: Product Layout and Customers of EMS Providers (2)
  • 2.2.2.3 HUD Control Module
  • HUD: BOM Cost Breakdown
  • HUD: China's Passenger Car HUD and EMS market size, 2022~2030E (1)
  • HUD: China's Passenger Car HUD and EMS market size, 2022~2030E (2)
  • HUD: China's Passenger Car HUD and EMS market size, 2022~2030E (2)
  • AR-HUD Installation in Passenger Cars in China, H1 2026
  • HUD Installation in Passenger Cars in China, 2025
  • HUD: Progress of OEMs in Independent R&D
  • HUD: Product Layout and Customers of EMS Providers
  • 2.2.2.4 Wireless Communication Module
  • Automotive Communication Module: Industry Chain and BOM Cost Breakdown
  • Automotive Wireless Communication Module: China's Passenger Car Wireless Communication Module and EMS Market Size, 2022-2030E (1)
  • Automotive Wireless Communication Module: China's Passenger Car Wireless Communication Module and EMS Market Size, 2022-2030E (2)
  • Automotive Wireless Communication Module: China's Passenger Car Wireless Communication Module and EMS Market Size, 2022-2030E (3)
  • Automotive Wireless Communication Module: Production Methods and Production Capacity of Main Vendors
  • Automotive Wireless Communication Module: Product Layout and Customers of EMS Providers (1)
  • Automotive Wireless Communication Module: Product Layout and Customers of EMS Providers (2)
  • 2.2.2.5 T-BOX
  • T-BOX: BOM Cost Breakdown
  • T-BOX: China's Passenger Car T-BOX and EMS Market Size, 2022~2030E (1)
  • T-BOX: China's Passenger Car T-BOX and EMS Market Size, 2022~2030E (2)
  • Competitive Landscape of Passenger Car 5G T-BOX in China, 2025
  • T-BOX: Product Layout and Customers of EMS Providers
  • 2.3 Body Zone ECU
  • 2.3.1 Body Zone - Computing Platform
  • 2.3.1.1 BCM+BDC+ZCU
  • BCM: BOM Cost Breakdown
  • BDC: BOM Cost Breakdown
  • ZCU: BOM Cost Breakdown
  • BCM+BDC+ZCU: China's Passenger Car BCM+BDC+ZCU and EMS Market Size, 2022-2030E (1)
  • BCM+BDC+ZCU: China's Passenger Car BCM+BDC+ZCU and EMS Market Size, 2022-2030E (2)
  • BCM+BDC+ZCU: China's Passenger Car BCM+BDC+ZCU and EMS Market Size, 2022-2030E (3)
  • OEM Market Share of Passenger Car ZCU Suppliers in China, Jan-May 2026
  • OEM Market Share of Passenger Car ZCU Suppliers in China, 2025
  • OEM Market Share of Passenger Car BCM (including ZCU) Suppliers of Independent Auto Brands in China, 2024-2025
  • BCM+BDC+ZCU: Product Layout and Customers of EMS Providers (1)
  • BCM+BDC+ZCU: Product Layout and Customers of EMS Providers (2)
  • 2.3.2 Body Zone ECU
  • 2.3.2.1 Light Controller
  • Traditional Light: BOM Cost Breakdown
  • Ordinary LED Light: BOM Cost Breakdown
  • ADB Light: BOM Cost Breakdown
  • DLP Light: BOM Cost Breakdown
  • Light Controller: Chinese Passenger Car Light Controller and EMS Market Size, 2022-2030E (1)
  • Light Controller: Chinese Passenger Car Light Controller and EMS Market Size, 2022-2030E (2)
  • Light Controller: Chinese Passenger Car Light Controller and EMS Market Size, 2022-2030E (3)
  • Light Controller: Chinese Passenger Car Light Controller and EMS Market Size, 2022-2030E (4)
  • Light Controller and Assembly: Market Landscape and Supply Models
  • Changes in Light Supply Models:
  • Light Controller: Product Layout and Customers of EMS Providers
  • 2.3.2.2 Seat Controller
  • Seat Controller: China's Passenger Car Seat Controller and EMS Market Size, 2022~2030E
  • Top 5 Seat Suppliers in China's Passenger Car Market, H1 2025
  • Seat Controller: Product Layout and Customers of EMS Providers
  • 2.3.2.3 A/C Controller
  • A/C Controller: BOM Cost Breakdown
  • A/C Controller: China's Passenger Car A/C Controller and EMS Market Size, 2022~2030E
  • A/C Controller: Product Layout and Customers of EMS Providers
  • 2.3.2.4 IMMO
  • IMMO: BOM Cost Breakdown
  • IMMO: China's Passenger Car IMMO and EMS Market Size, 2022~2030E
  • 2.3.2.5 Door Control Module
  • Door Control Module: China's Passenger Car Door Control Module and EMS Market Size, 2022~2030E
  • Intelligent Door Competitive Landscape, 2025
  • 2.4 Power & Energy ECU
  • 2.4.1 Power & Energy - Computing Platform
  • 2.4.1.1 VCU + Powertrain DCU + XCU
  • Powertrain DCU: BOM Cost Breakdown
  • Powertrain Domain Computing Platform: China's new energy Passenger Car Powertrain Domain Computing Platform and EMS Market Size, 2022~2030E (1)
  • Powertrain Domain Computing Platform: China's new energy Passenger Car Powertrain Domain Computing Platform and EMS Market Size, 2022~2030E (2)
  • Market Players and Competitive Landscape
  • Market Players and Cooperative Development Models
  • Powertrain Domain Computing Platform: Product Layout and Customers of EMS Providers
  • 2.4.1.2 Vehicle Thermal Management Controller
  • Thermal Management Controller: Control Principle of Integrated Thermal Management System (1)
  • Thermal Management Controller: Control Principle of Integrated Thermal Management System (2)
  • Thermal Management Controller: Control Principle of Integrated Thermal Management System (3)
  • Thermal Management Controller: China's Passenger Car Thermal Management Controller and EMS Market Size, 2022-2030E
  • Thermal Management Controller: Product Layout and Customers of EMS Providers
  • 2.4.2 Powertrain Domain ECU
  • 2.4.2.1 Electric Drive System
  • MCU: BOM Cost Breakdown (1)
  • MCU: BOM Cost Breakdown (2)
  • MCU: China's Passenger Car MCU and EMS Market Size, 2022~2030E
  • MCU Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • Electric Drive System Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • Motor Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • OEM Electric Drive System: Supply Chain Summary (1)
  • OEM Electric Drive System: Supply Chain Summary (2)
  • Electric Drive System: Product Layout and Customers of EMS Providers (1)
  • Electric Drive System: Product Layout and Customers of EMS Providers (2)
  • 2.4.2.2 Automotive Power Supply System
  • OBC: China's Passenger Car OBC and EMS Market Size, 2022~2030E (1)
  • OBC: China's Passenger Car OBC and EMS Market Size, 2022~2030E (2)
  • OBC: Market Players and Supply Models
  • OBC Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • Automotive DC/DC Converter: BOM Cost Breakdown
  • Automotive DC/DC Converter: China's Passenger Car DC/DC Converter and EMS Market Size, 2022~2030E
  • High-voltage PDU: BOM Cost Breakdown
  • High-voltage PDU: China's Passenger Car High-voltage PDU and EMS Market Size, 2022~2030E
  • Automotive Integrated Power Supply: BOM Cost Breakdown
  • Automotive Integrated Power Supply: Content-per-car Value and Gross Margin
  • Integrated Automotive Power Supply: China's Passenger Car Integrated Automotive Power Supply and EMS Market Size, 2022~2030E (1)
  • Integrated Automotive Power Supply: China's Passenger Car Integrated Automotive Power Supply and EMS Market Size, 2022~2030E (2)
  • Automotive Power Supply System: Product Layout and Customers of EMS Providers (1)
  • Automotive Power Supply System: Product Layout and Customers of EMS Providers (2)
  • BMS
  • BMS: China's Passenger Car BMS and EMS Market Size, 2022~2030E
  • BMS Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • Cell Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • PACK Installation in New Energy Passenger Cars in China, 2025~H1 2026
  • Power Battery EMS Model 1:
  • Power Battery EMS Model 2:
  • Automotive BMS Models:
  • BMS and Power Battery: Product Layout and Customers of EMS Providers (1)
  • BMS and Power Battery: Product Layout and Customers of EMS Providers (2)
  • 2.4.2.4 Engine Control Module
  • Engine Control Module: China's Passenger Car Engine Control Module and EMS Market Size, 2022~2030E (1)
  • Engine Control Module: China's Passenger Car Engine Control Module and EMS Market Size, 2022~2030E (2)
  • 2.4.3 Thermal Management Actuator ECU
  • Electronic Expansion Valves: BOM Cost Breakdown
  • Electronic Expansion Valve: China's New Energy Passenger Car Electronic Expansion Valve and EMS Market Size, 2022~2030E
  • Electronic Water Pump & Electronic Oil Pump: BOM Cost Breakdown
  • Electronic Water Pump: China's New Energy Passenger Car Electronic Water Pump and EMS Market Size, 2022~2030E
  • Electronic Oil Pump: China's Passenger Car Electronic Oil Pump and EMS Market Size, 2022~2030E
  • Electric Water Pump Market Landscape: Top 10 Manufacturers in Chinese New Energy Passenger Car Electronic Water Pump Market, 2025
  • Electric Compressor: BOM Cost Breakdown
  • Electric Compressor: China's New Energy Passenger Car Electric Compressor and EMS Market Size, 2022~2030E
  • Electric Compressor Market Pattern: Top 10 Manufacturers in China's New Energy Passenger Car Electric Compressor Market, 2025
  • Electronic Water Valve: BOM Cost Breakdown
  • Electronic Water Valve: China's New Energy Passenger Car Electronic Water Valve and EMS Market Size, 2022~2030E
  • PTC Heater: BOM Cost Breakdown
  • PTC Control Module: China's New Energy Passenger Car PTC Control Module and EMS Market Size, 2022~2030E
  • Thermal Management System: Product Layout and Customers of EMS Providers (1)
  • Thermal Management System: Product Layout and Customers of EMS Providers (2)
  • 2.5 Digital Chassis ECU
  • 2.5.1 Chassis Domain - Computing Platform
  • 2.5.1.1 Chassis DCU
  • Chassis DCU: China's Passenger Car Chassis DCU and EMS Market Size, 2022-2030E
  • Development Modes
  • Market Players
  • Chassis DCU: Product Layout and Customers of EMS Providers
  • 2.5.2 Chassis Domain ECU
  • 2.5.2.1 Braking System ECU
  • EHB System Solution: One-Box & Two-Box
  • EMB System Solution: Fully-Dry & Front-Wet Rear-Dry
  • EHB System: BOM Cost Breakdown
  • EMB System: BOM Cost Breakdown
  • Service Brake ECU: China's Passenger Car Service Brake (EHB+EMB) and EMS Market Size, 2022~2030E (1)
  • Service Brake ECU: China's Passenger Car Service Brake (EHB+EMB) and EMS Market Size, 2022~2030E (2)
  • Service Brake ECU: China's Passenger Car Service Brake (EHB+EMB) and EMS Market Size, 2022~2030E (3)
  • EHB System Market Players:
  • EMB Market Players:
  • EMB Market Players:
  • EPB System: BOM Cost Breakdown
  • EPB Market Players:
  • EPB ECU: China's Passenger Car EPB ECU and EMS Market Size, 2022~2030E (1)
  • EPB ECU: China's Passenger Car EPB ECU and EMS Market Size, 2022~2030E (2)
  • Braking System: Product Layout and Customers of EMS Providers
  • 2.5.2.2 Steering System ECU
  • EPS: BOM Cost Breakdown
  • SBW: Working Principle and Composition
  • SBW: BOM Cost Breakdown
  • Steering Controller: China's Passenger Car Steering System (EPS+RWS+SBW) and EMS Market Size, 2022~2030E (1)
  • Steering Controller: China's Passenger Car Steering System (EPS+RWS+SBW) and EMS Market Size, 2022~2030E (2)
  • Steering Controller: China's Passenger Car Steering System (EPS+RWS+SBW) and EMS Market Size, 2022~2030E (5)
  • EPS Market Landscape: Top 10 Suppliers in Chinese Passenger Car EPS Market, 2025
  • Steering System: Product Layout and Customers of EMS Providers
  • 2.5.2.3 Suspension System ECU
  • Semi-active Suspension: Working Principle and Composition
  • Air Suspension: System Structure
  • Fully Active Suspension: Structural Composition and Working Principle
  • Semi-active Suspension: BOM Cost Breakdown
  • Air Suspension: BOM Cost Breakdown (1)
  • Air Suspension: BOM Cost Breakdown (2)
  • Fully Active Suspension: BOM Cost Breakdown
  • Suspension Controller: China's Passenger Car Suspension Controller and EMS Market Size, 2022~2030E (1)
  • Suspension Controller: China's Passenger Car Suspension Controller and EMS Market Size, 2022~2030E (2)
  • Suspension Controller: China's Passenger Car Suspension Controller and EMS Market Size, 2022~2030E (3)
  • Suspension Controller: China's Passenger Car Suspension Controller and EMS Market Size, 2022~2030E (4)
  • Air Suspension: Market Share of Passenger Car Air Suspension Suppliers in China, 2025
  • Suspension System: Product Layout and Customers of EMS Providers
  • 2.5.2.4 Smart Corner Module
  • Smart Corner Module: Composition
  • Smart Corner Module: BOM Cost Breakdown
  • Smart Corner Module: China's Passenger Car Smart Corner Module and EMS Market Size, 2022~2030E
  • Smart Corner Module: Mass Production Layout of Tier 1 Suppliers
  • 2.6 Others
  • 2.6.1 Automotive PCBA EMS
  • Automotive PCBA Production Process
  • Automotive PCBA EMS Models
  • PCBA EMS Requirements
  • Automotive PCBA EMS Providers (1)
  • Automotive PCBA EMS Providers (2)
  • Automotive PCBA EMS Providers (3)
  • Automotive PCBA EMS Providers (4)
  • 2.6.2 EAI Robot EMS
  • Three EAI Robot Industrial Chain Models
  • Three Types of Players in the EAI Robot Industry Chain
  • EAI Robot: Layout and Customers of EMS Providers (1)
  • EAI Robot: Layout and Customers of EMS Providers (2)
  • EAI Robot: Layout and Customers of EMS Providers (3)
  • EAI Robot: Layout and Customers of EMS Providers (6)
  • EAI Robot: Layout and Customers of Some Tier 1 Suppliers (1)
  • EAI Robot: Layout and Customers of Some Tier 2 Suppliers (1)

3 Professional Automotive EMS Providers

  • 3.1 Hon Hai Precision
  • Operation in 2025
  • Gross Margin in 2021~2025
  • FIH: Operation in 2025 and H1 2026
  • FIT: Operation in 2025 and H1 2026
  • Foxtron Vehicle Technologies: Operation in 2025 and H1 2026
  • Automotive Business Layout of Subsidiaries (1)
  • Automotive Business Layout of Subsidiaries (2)
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (4)
  • Automotive Industry Chain Layout and Cooperation Dynamics (1)
  • Automotive Industry Chain Layout and Cooperation Dynamics (2)
  • FIH - Automotive Industry Chain Layout and Cooperation Dynamics
  • FIT - Automotive Industry Chain Layout and Cooperation Dynamics
  • Foxtron Vehicle Technologies - Automotive Industry Chain Layout and Cooperation Dynamics (1)
  • Foxtron Vehicle Technologies - Automotive Industry Chain Layout and Cooperation Dynamics (2)
  • Vehicle EMS Cases
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics (2)
  • 3.2 Quanta Computer
  • Operation in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers
  • Automotive Business Models
  • Automotive Business: Customer Base
  • Automotive Business: Production Base Layout
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (2)
  • Cooperation between Quanta Computer X NXP:
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 3.3 Pegatron
  • Operation in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business Models
  • Automotive Business: Production Bases
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (2)
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 3.4 Wistron
  • Operation in 2025 and H1 2026
  • Wistron NeWeb: Operation in 2025 and H1 2026
  • Automotive Business Layout of Subsidiaries
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (2)
  • XTRONICS (Kunshan) Electronics Technology: Manufacturing Capabilities
  • XTRONICS (Kunshan) Electronics Technology: Quality Management Capabilities
  • 3.5 Flex
  • Operation in FY2026
  • Automotive Business Layout of Subsidiaries
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (2)
  • Automotive Business Models (1)
  • Automotive Business Models (2)
  • ADM Cases
  • 3.6 Jabil
  • Operation in FY2025~2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics
  • Automotive Business: Customer Base
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 3.7 Compal
  • Operation in 2025 and H1 2026
  • Automotive Business Layout of Subsidiaries
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Automotive Production Base Layout
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.8 Inventec
  • Operation in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers
  • Automotive Electronics Production Bases
  • Automotive Industry Chain Layout and Cooperation Dynamics
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.9 Luxshare Precision
  • Operation in 2025 and H1 2026
  • Automotive Revenue and Gross Margin in 2025 and H1 2026 (1)
  • Automotive Revenue and Gross Margin in 2025 and H1 2026 (2)
  • Product Development Strategy
  • Automotive Business Strategic Planning
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (5)
  • Automotive Business: R&D Projects and Progress (1)
  • Automotive Business: R&D Projects and Progress (2)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Automotive Business: Industry Chain Layout and Cooperation Dynamics (2)
  • Automotive Business Layout of Subsidiaries (1)
  • Automotive Business Layout of Subsidiaries (2)
  • Automotive Business Models
  • Robotics Business: Humanoid Robot Product Line Layout
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • Robotics Business: Humanoid Robot R&D Projects and Progress
  • 3.10 Huaqin Technology
  • Operation in 2025 and H1 2026
  • Automotive Revenue and Gross Margin in 2025 and H1 2026
  • Automotive Business Cooperation Models
  • Automobile Business Customer Base
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Product Line Layout and Customers (3)
  • Automotive Business Independent R&D Direction 1
  • Automotive Business Independent R&D Direction 2
  • Automotive Business Independent R&D Direction 3
  • Automotive Business Independent R&D Direction 4
  • ZCU Cooperation Models
  • Automotive Industry Chain Layout and Cooperation Dynamics
  • Industrial Logic behind the Joint Venture with Toyota Boshoku
  • Automotive Business: Subsidiaries and Production Bases
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics (2)
  • 3.11 BYD Electronics
  • Operation in 2025 and H1 2026
  • Gross Margin in 2016~2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Product Production Bases
  • Vehicle EMS: Customers
  • Robotics Business: Humanoid Robot Product Line Layout and Customers (1)
  • Robotics Business: Humanoid Robot Product Line Layout and Customers (2)
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 3.12 USI
  • Operation in 2025 and H1 2026
  • Automotive Gross Margin and Sales Volume, 2013~2026 (1)
  • Automotive Gross Margin and Sales Volume, 2013~2026 (2)
  • Automotive Electronics Business Model: EMS
  • Automotive Electronics Business: Production Bases
  • Automotive Business: Product Line Layout and Customers
  • Automotive Industry Chain Layout and Cooperation Dynamics
  • Automotive Power Module EMS
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 3.13 PRIME Technology
  • Operation in 2025
  • Automotive Business: Product Line Layout and Customers
  • Automotive Electronics Production Bases
  • Key EMS Capabilities (1)
  • Key EMS Capabilities (2)
  • Key EMS Capabilities (3)
  • 3.14 DBG
  • Operation in 2025 and H1 2026
  • Automotive Revenue and Gross Margin in 2025 and H1 2026
  • Automotive Operating Cost in 2025 and H1 2026
  • Automotive Electronics Business Model: EMS
  • Automobile Customer Base (1)
  • Automobile Customer Base (2)
  • Automotive Business: Product Line Layout and Customers
  • Automotive Business: Automotive R&D Projects and Progress
  • Automotive Industry Chain Layout and Cooperation Dynamics
  • Automotive EMS: Core Process Technologies
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.15 Sunny Optical Technology
  • Operation in 2025 and H1 2026
  • Automotive Revenue and Gross Margin in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 3.16 MAXWAY
  • Automotive Business: Product Line Layout and Customers
  • EMS Bases and Production Lines
  • EMS: Engineering Capabilities
  • EMS: Supply Chain Management Capabilities
  • EMS: PCBA Capabilities
  • EMS: Technical Support and Manufacturing Capabilities
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.17 Longtech
  • Operation in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers
  • Automotive Electronics Business Model: Mainly OEM
  • Automotive Industry Chain Layout and Cooperation Dynamics
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.18 Wieson Automotive
  • Operation in 2025 and H1 2026
  • Automotive gross margin in 2025
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Customers
  • PCBA EMS (1): Fully Automated SMT Production Line
  • PCBA EMS (2): DIP and Assembly Production Line, Automatic Conformal Coating Spraying Line
  • PCBA EMS: Quality Management Capabilities
  • PCBA EMS: Manufacturing and Management Capabilities (1)
  • PCBA EMS: Manufacturing and Management Capabilities (2)
  • PCBA: Product Verification Capabilities
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.19 MARUHI
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Core Competitiveness
  • Production Equipment Capabilities
  • Intelligent Manufacturing Management
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 3.20 Lenovo Group
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Industry Chain Layout and Cooperation Dynamics

4 Other Tier 1 Suppliers Engaged in EMS

  • 4.1 Desay SV
  • Operation in 2025 and H1 2026
  • Gross Margin and Automotive Operating Cost in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Product Line Layout and Customers (3)
  • Production Base Distribution
  • Customer Structure:
  • Three Business Models for Automotive Electronics
  • Three Major Barriers for a Hardware Solution Provider
  • Business Model Cases:
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 4.2 Hytera
  • Operation in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers
  • Automotive Business Model: EMS
  • Intelligent Testing Production Lines for Automotive Electronics
  • 4.3 PATEO CONNECT+
  • Operation in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers
  • Automotive Business Models
  • Robotics Business: Humanoid Robot Product Line Layout
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics
  • 4.4 ADAYO Group
  • Operation in 2025 and H1 2026
  • Gross Margin in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Product Line Layout and Customers (3)
  • Holding Company Distribution
  • Automotive EMS Cases:
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • 4.5 Joyson Electronics
  • Operation, Output and Sales Volume in 2025 and H1 2026
  • Gross Margin and Automotive Operating Cost in 2025 and H1 2026
  • Automotive Business: Product Line Layout and Customers (1)
  • Automotive Business: Product Line Layout and Customers (2)
  • Automotive Business: Product Line Layout and Customers (3)
  • Automotive EMS Cases:
  • Robotics Business: Humanoid Robot Product Line Layout and Customers
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics (1)
  • Robotics Business: Industry Chain Layout and Cooperation Dynamics (2)