As Artificial Intelligence (AI) continues to flourish, various industries are actively exploring and integrating AI, transforming industrial ecosystems. The automotive industry is also encountering unprecedented opportunities, such as new business prospects and innovative technological applications brought by AI. The following briefly explores the impact and opportunities of the AI era on the automotive industry.
Leveraging opportunities in AI server cooling and chassis, automotive component suppliers broaden business entry points
The supply chain for AI services (e.g., the chatbot ChatGPT) includes raw materials, components, contract manufacturers, brand manufacturers, and software companies. The hardware and software of the supply chain are broadly divided by servers into upstream server hardware (chips and key components), midstream server assembly and brand manufacturers, and downstream software service companies.
Currently, the application of liquid cooling technology in AI servers is accelerating growth, driving opportunities for upstream server cooling, chassis, and other components. Due to similarities in the principles and applications of certain products with automotive cooling, some domestic automotive component suppliers are expanding their business. For example, Jima, originally a manufacturer of automotive radiator tanks, has actively invested in server cooling distribution unit (CDU) products in recent years. Gaoli, a heat treatment plant that previously developed automotive cooling plates for Tesla, has entered the supply chain of a U.S.-based server client, providing cooling solutions to seize opportunities in the AI service supply chain.
