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  Three Advantages and Opportunities for Flattened Electric Vehicle Supply Chain   Will electric vehicles become Taiwan's next trillion-dollar industry? What advantages can Taiwan's semiconductor and ICT industries have in this? Lin Fenhui, an analyst at DIGITIMES Research, pointed out at the "Smart Asian Supply Chain New Competition and Cooperation" forum that the supply chain of electric vehicles will become flatter due to fewer components and no complex engine technology. It is a good opportunity for Taiwanese manufacturers, because semiconductor factories can directly communicate with automakers to understand each other's needs, and it also improves the visibility of Taiwan's semiconductor factories in the entire automotive industry. On the other hand, when traditional automakers have immediate needs for automotive technology products, the manufacturing experience accumulated by Taiwanese manufacturers in the ICT era can just make up for this demand. In the future, electric vehicles will develop towards the "new four modernizations"   Lin Fenhui described the future development of electric vehicles as "new four modernizations", that is, the flattening of the electric vehicle supply chain, affordable prices, popularization of charging piles, and intelligent design of electric vehicles. The impact of these four major trends includes that automakers turn to AI and software talents in terms of talent demand. In addition, to expand the number of charging piles and improve charging efficiency, more and more manufacturers have introduced the function of two-way charging and discharging, which is the commonly heard V2G (Vehicle-to-Grid), so that electric vehicles can not only charge from the grid in one direction In addition, excess power can also be fed back to the grid, allowing electric vehicles to transform from power-eating monsters into large mobile power sources. There is a great demand for such products in Japan, because Japan often experiences power outages due to natural disasters, and V2G can provide emergency power needs. In addition, in order to increase consumers' willingness to buy cars, international automakers have successively launched affordable electric vehicles with a price of less than US$40,000 starting in 2020, and plan to further launch electric vehicles with a price of less than US$25,000 after 2023. In terms of the cruising range performance that people care about, in 2020, the specifications of the affordable pure electric vehicles mainly promoted by major international manufacturers have met the needs of ordinary consumers for vehicles, reaching more than 400 kilometers. Based on the mileage of about 100 kilometers per day, it only needs to be charged once every four days, which greatly reduces the anxiety of car owners about mileage. Stuck in the supply chain of electric vehicles, the performance of materials, power and charging services of Taiwanese factories is outstanding   Looking at the entire electric vehicle supply chain, we can see that the performance of Taiwanese manufacturers in different links is still divided into strengths and weaknesses. According to Lin Fenhui’s analysis, Taiwan’s factories have performed relatively well in electronic materials, power systems, and charging services. The stability of materials provided by companies such as Magima and CommScope has reached international standards. In addition, in terms of power batteries, Delta mainly supplies European and American car manufacturers; TECO Electric, which mainly manufactures industrial motors, currently ships its products to Southeast Asian and Japanese manufacturers. In addition, in terms of charging piles, companies such as Delta Electronics, Feihong Technology, and Lite-On mainly focus on the European and American markets. Lin Fenhui said that in the face of price competition from Chinese charging pile manufacturers, Taiwanese manufacturers will inevitably face some competitive pressure, so they will be more inclined to develop the European and American markets.  

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