December 3, 2022

ResearchInChina has launched DENSO CASE (Connectivity, Automation, Sharing and Electrification) Structure Analysis Record, 2022 to type out and find out about the structure of Japan-based DENSO Team within the fields of automation, connectivity, electrification and different fields, summarize its construction dynamics in 2021-2022 and expect its long run industry center of attention.


1. DENSO’s long run enlargement will principally hinge on CASE
With the transformation and construction of CASE, DENSO has constructed rather sound technical features within the fields of automation, connectivity, and electrification, and its long run enlargement will principally hinge on CASE.

Within the box of automation, DENSO has shaped ADAS (L2-L4), surround-view techniques, AVP, self reliant platooning, self reliant taxis, a chain of energetic protection techniques, AD techniques and ADAS in the course of the provision of cameras (front-view monocular/binocular, surround-view), radar (ahead, nook), LiDAR, ultrasonic radar, built-in keep watch over instrument for self reliant using and different merchandise. As well as, it supplies customers with built-in instrument and {hardware} answers.

At this degree, DENSO principally applies the self reliant braking serve as to the entrance, rear, left and proper instructions, and to steer clear of visitors injuries in eventualities reminiscent of crossing intersections. Sooner or later, DENSO will make stronger the improvement of early caution purposes with the assistance of V2X and different infrastructure.

Within the box of connectivity, DENSO’s merchandise duvet automobile communique, IVI techniques, virtual keys, OTA answers, cyber safety answers, cockpit area keep watch over platforms, clusters & middle consoles, HUD, DMS, and many others. Amongst them, automobile V2X communique apparatus options wi-fi communique, automobile positioning and standing judgment, and it permits protected using help via wi-fi vehicle-to-vehicle and road-vehicle communique. It’s been put in in Toyota Prius, Crown, Lexus RX, Lexus LS and different fashions. DENSO plans to combine V2X, V2V, show techniques, DMS/OMS and different purposes into the ground layer of cockpit to provide a extra clever cockpit resolution by way of 2025.

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Within the box of electrification, DENSO specializes in the improvement of core merchandise throughout electrified powertrain platforms (PHEV, HEV, BEV, FCEV): battery packs, motors, inverters, and effort control techniques.

In line with the plan, DENSO will middle at the construction of inverter and stator winding applied sciences ahead of 2025, prolong to energy modules, keep watch over modules and thermal control techniques from 2026 to 2030, and additional improve its provide chain.

2. Toyota contributes over 50% to DENSO’s income

After DENSO was once separated from Toyota in 1949, the 2 have maintained an amicable and cooperative courting. In FY2022, Toyota contributed 51.4% to DENSO’s income, an building up of 0.8 proportion level from the former fiscal yr; the order consumption value JPY2,837.6 billion, up 13.5% year-on-year.

DENSO’s CASE merchandise are principally examined and industrially produced via Toyota. As an example:
20120114.gifIn April 2021, DENSO introduced it had evolved merchandise for Complex Power, a sophisticated motive force help era featured at the new Lexus LS and the brand new Toyota Mirai. DENSO’s newly evolved merchandise utilized in Complex Power come with LiDAR, a binocular imaginative and prescient gadget, an Spatial Data Provider Digital Keep an eye on Unit (SIS ECU), an Complex Power Machine Digital Keep an eye on Unit (ADS ECU) and Complex Power Extension Digital Keep an eye on Unit (ADX ECU).
20120114.gifIn Might 2022, BluE Nexus Company, AISIN Company, and DENSO Company introduced that that they had collectively evolved eAxle for Toyota’s new battery electrical automobile (BEV), bZ4X.

As well as, DENSO’s forward-looking structure and leading edge merchandise in CASE virtually mirror Toyota’s presence. They’re deeply certain and intently tied up in CASE transformation.

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3. The semiconductor industry will lend a hand DENSO pass “from Toyota to the arena”

In 2022, DENSO’s structure concentrates at the semiconductor box.

20120114.gifIn February 2022, DENSO received a greater than 10% stake in Japan Complex Semiconductor Production, Inc. (JASM), TSMC’s majority-owned production subsidiary in Kumamoto Prefecture, Japan. With this fairness funding, DENSO become JASM’s 3rd biggest shareholder. TSMC will construct a brand new chip manufacturing unit in Kumamoto Prefecture, Japan via JASM to supply state of the art common sense semiconductors for symbol sensors and MCUs, with mass manufacturing scheduled to start out by way of the top of 2024. The purchase will allow DENSO to stably acquire state of the art semiconductors with circuit line widths of round 10-20 nanometers in Japan.

20120114.gifIn February, DENSO introduced that it’s going to building up its annual inverter capability to ten million devices by way of FY2025 (finishing in March 2026), tripling the present degree. As a way to accomplish that function, DENSO will extend or construct new factories in Japan, the USA, China, Europe, Southeast Asia, India and different international locations and areas. Along with supplying merchandise to Toyota, it’s going to touch Ecu and American OEMs.

20120114.gifIn April 2022, DENSO and United Semiconductor Japan Co., Ltd. (USJC), a subsidiary of world semiconductor foundry United Microelectronics Company (UMC), introduced that that they had agreed to collaborate at the manufacturing of IGBTs at USJC’s 300mm fab. The manufacturing is scheduled to start out within the first part of 2023.

20120114.gif“DENSO is thinking about spinning off its JPY420 billion chip industry”, CTO Yoshifumi Kato mentioned in an interview in June 2022.

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With the improvement of mobility applied sciences reminiscent of self reliant using and electrification, the significance of semiconductors within the automobile business is changing into increasingly more outstanding. Lately, DENSO’s semiconductor structure principally pivots on virtual chips with top computing energy, which shall be principally utilized in AD techniques/ADAS. As a way to download extra semiconductor-related sources, DENSO has successively shaped shut capital bonds with Renesas, Infineon, TSMC, and UMC.

At the present, DENSO helps to keep an eye fixed to satisfy the inner chip call for and beef up Toyota. If DENSO splits its semiconductor industry at some point, the connection with Toyota is anticipated to be loosened, facilitating its international growth. In the end, DENSO has grow to be the arena’s fifth-largest provider of automobile chips by way of gross sales quantity, and virtual semiconductors to industrially produced in 2023-2024 shall be a blessing.