China has achieved corner overtaking in the field of new energy

Introduction: Now the opportunities for local automotive chip companies are very obvious. As the automobile industry changes lanes from fuel vehicles to new energy sources, my country has achieved corner overtaking in the new energy field and is at the forefront of the industry. For the second half of the intelligentization, the United States occupies the global innovation highland. From the perspective of the global automotive chip pattern, the United States is a very important force. With the iteration of the industry, the importance of high-performance computing in the future of automotive intelligence is self-evident. NVIDIA, Qualcomm and other chip giants in non-automotive fields They all entered.

In the future, there cannot be only one oligopoly in the field of automotive chips, China is actively promoting the development of chips. In terms of information security, domestic chips have greater advantages. At the same time, car companies will also have local supply chain needs, and domestic chip companies will inevitably develop rapidly and gradually catch up. If the rapid rise of new energy vehicles is called “changing lanes and overtaking”, then the growth and evolution of domestic chips can be described as “prosperous and easy to spring”. Domestic substitution has developed well in the past two years. In the past two years, under a relatively favorable industrial environment, many chip companies have seized the opportunity to enter the automotive industry chain.

  Due to the impact of the epidemic and international relations, the international supply relationship of automotive chip products and upstream products has been greatly affected, and the lack of an independent and controllable chip industry chain is the root cause of the current security problems in my country’s industrial chain, mainly reflected in The lack of domestic core chip component companies, the lack of original innovation capabilities in the automotive chip industry, and the lack of chip-related standard systems and verification methods. Judging from the current situation, automobile chips are more difficult to manufacture than mobile phone chips. At this stage, they mainly rely on imports. However, foreign countries are also cutting off supply. If independent research and development is concerned, no three to five years will be enough. With the further increase in demand, it is believed that China’s automobile manufacturing industry will climb to the high-end supply chain in the future.

  With the acceleration of electrification, networking and intelligence, the level of automotive informatization has been unprecedentedly improved, and the application of chips has increased rapidly. At the earliest, the equipment on the car was all mechanical; with the development of the electronics industry, some control systems of the car began to transform from mechanization to electronics. At present, automotive chips have been widely used in many fields such as power system, body, cockpit, chassis and safety. The difference between automotive chips and computing and consumer electronics chips is that automotive chips rarely appear alone, they are embedded in major functional units, and are the core in most cases.

  In daily reports on automobile engines and auto parts, there may be less understanding of chips. At present, automobile chip manufacturers have shifted from distribution to concentration, and started intensive production. With the development of the automobile industry, the demand for automobile chips will continue to increase. China’s automotive chip industry is mainly concentrated in Shanghai, Guangdong, Beijing and Jiangsu. The chip products are mainly AI chips and computing chips. The upstream industries of chips are mainly silicon wafers, Semiconductor equipment, chip design and packaging and testing. Government departments, industries and enterprises have begun to seek ways to break the situation through the introduction of policies, joint ventures and cooperation, and innovative research and development.

  Judging from the current situation of my country’s industry, the intelligent transformation of automobiles has brought new development opportunities to the entire upstream industry chain. From chips to operating systems, to software, to applications and a series of core technologies, the automobile industry is very conservative and reluctant to use New supplier products, and with technological iterations and supply chain shortages, domestic manufacturers have begun to accept local suppliers, but this time window is not loose, and 2025 will become a key watershed. Data is the “blood” of the next generation of smart cars. The evolution direction of the electronic and electrical architecture is to ensure the high-speed flow of a very large amount of data, thereby further supporting the functions deployed on it. This involves data processing, which requires stronger computing power chips to support the evolution of electrical and electronic architectures.

  Supported by national policies, automotive chips are semiconductors, and modern advanced equipment such as mobile phones and computers need to use semiconductor chips. Therefore, relevant departments attach great importance to the development of this industry and have launched relevant industrial policies and development plans for many times. The introduction of these plans solves the financial problems of small enterprises, enables the automotive chip market to flourish, and at the same time improves the creative ability of enterprises, which has played an indelible role in the upgrading of the industrial structure. With the support of policies, more and more companies are becoming bigger and stronger, and the market demand for automotive chips continues to rise. In the future, major domestic auto manufacturers are expected to use automotive chips on a large scale.

Post time: Sep-28-2022