“I play a game in the 車”… Will Samsung Electronics’ electronics business lead the share price?

[이데일리 양희동 기자] As the scarcity of automotive semiconductors is expanding around the world, the stock price of Korea’s leading semiconductor company has not exceeded the box range of the low 80,000 won range for more than a month. There is a view that the stock price is holding back on the net selling of pension funds such as the National Pension Service, but some analyze that the fundamental cause is that the proportion of automotive products in the semiconductor business of Samsung Electronics is insignificant. However, despite the’Corona 19′ crisis last year,’HARMAN’, a subsidiary in the automotive electronics (electronic equipment) sector, expands its market share, and interests are focused on whether it will have a positive impact on the future share price rise.

‘Harman ExP’ technology solution based on Harman’s autonomous driving technology. (Photo = Haman)

According to the announcement of Samsung Electronics’ general meeting of shareholders on the 27th, Harman, an electric component subsidiary, recorded 27.5% of the global market share in the field of’Digital Cockpit’, a digital electronic component last year, an increase of 2.7 percentage points from the previous year (24.8%). did. The digital cockpit is a platform that provides a safe driving environment such as infotainment mounted inside a vehicle. Samsung Electronics and Harman have been introducing new products every year since’CES 2018′ held in Las Vegas, USA in 2018. The market share of the digital cockpit has also increased by 46% since 2018 (18.8%).

In addition, while Samsung Electronics is spurring the development of next-generation semiconductors such as the Neural Network Process Unit (NPU), which is the brain power of artificial intelligence (AI), as the core of autonomous driving technology in the system semiconductor field, Harmando-related new technologies are being introduced.

Harman went one step further from the digital cockpit and unveiled the technology solution of’Harman ExP’, a new future car technology based on autonomous driving technology through an online showcase event last month. This solution allows passengers to play games, create content, and even enjoy virtual live concerts, considering that the interior becomes another living space in an autonomous vehicle.

According to LMC Automotive, a global automobile market research company, global automobile production is expected to increase by 17% this year compared to the previous year, when the impact of Corona 19 was large. Harman, which celebrates the 4th anniversary of Samsung Electronics’ acquisition next month, is expected to expand the market in earnest this year, the first year of the post-corona, based on such new technologies. It is forecasted that this will have a positive effect on the share price of Samsung Electronics.

An official in the semiconductor industry said, “If Samsung Electronics carries out a large-scale merger and acquisition (M&A) in the automotive semiconductor field this year, it will have a great synergy effect with Harman, which has a global electronic component sales network.” If the business is expanded to include semiconductors for automobiles and automobiles, it will have a ripple effect beyond the share price rise due to the expansion of the foundry business.”

Harman’s global market share for digital cockpits from 2018 to 2020. (Unit = %·Data = Samsung Electronics)