With the development of science and technology, cars have gradually transformed from simple means of transportation to intelligent terminals, gradually accelerating into the era of smart cars. Therefore, in recent years, smart cockpits have become a battleground for the development of the automotive industry, and behind the competition is the competition of chips.
For a long time, Qualcomm high-end car-grade chips (7nm) have been the mainstream of the market, but the good news is that domestic manufacturers’ 7nm smart cockpit chips are about to enter mass production. Will this break the car-grade chip market pattern? ?
Domestic 7nm cockpit chips are about to be mass-produced
As domestic car companies attach importance to car-grade chips, many manufacturers have entered the field. After all, the core cockpit chips are the key to the development of smart cars. However, as of December 2021, most of the chips manufactured by domestic manufacturers remain on the 28nm process (such as Huawei Kirin 990A).
On December 10, 2021, Domestic technology company Xinqing Technology Co., Ltd. (a subsidiary of Geely Automobile ) officially released the first domestic 7nm cockpit chip named " Longying No. 1", which has an area of only 83 square meters. mm, has 87 layers of circuits and 8.8 billion transistors. In 2022, after more than half a year of testing, "Longying No. 1" chip has been tested and verified on mass-produced models. Work.
In mid-to-late June 2022, Xinqing Technology Company stated that would achieve mass production of "Dragon Eagle One" in the fourth quarter of this year. At the same time, the company also said that "Longying No. 1" has won the designation of multiple models.
Will "Longying No. 1" break the automotive grade chip market pattern?
With the advent of the smart car era, especially after entering 2022, the "upgrade war" for smart cockpit SoC is intensifying. The advent of domestically produced 7nm automotive-grade chips will certainly bring different changes to the domestic market structure. The main manifestations are as follows.
1. Bringing changes to the traditional cockpit chip market structure
First of all, according to domestic market statistics in 2021, the proportion of infotainment installed in passenger cars last year has exceeded 80%, but among them, traditional low-computing power chips ( NXP, TI, etc.) accounted for more than 50%. This shows that the market for high-performance cockpit chip replacement is relatively large, accounting for at least 40% of the market.
Secondly, according to statistics, In the first five months of 2022, the number of new passenger cars in the domestic market equipped with digital networked cockpits as standard equipment was 2.4406 million, a year-on-year increase of 28.36%; at the same time, the rate of front-loaded passenger cars increased to 42.57 %, a year-on-year increase of nearly 15%.
Judging from the above two sets of figures, traditional cockpit chips (low computing power), which have a high market share in 2021 and before, are gradually being replaced as the installation rate of new cars with digital networked cockpits increases. Therefore, the mass production of domestic 7nm cockpit chips at this time will inevitably break the domestic traditional cockpit chip market structure.
2, Benchmarking international advanced products, breaking foreign monopoly
Currently, the most advanced car-grade chip in the international market is Qualcomm's Snapdragon 8155. It is also the world's first 7nm cockpit chip, manufactured using 7nm technology, with an 8-core processor and a computing power of 105k DMIPS. Its overall performance is in the leading position among similar chips in the market, and it has always monopolized the high-end car-grade chip market.
The "Dragon Eagle One" also uses the 7nm process, with built-in 8-core CPU, 14-core GPU and 8 TOPS AI computing power NPU. The CPU computing power reaches 90K DMIPS and the GPU computing power can reach 900GFLOPS. It can be said that its performance is basically not inferior to that of Snapdragon 8155, and it is also in the first echelon of similar chips. breaks the monopoly of Snapdragon 8155 and forms an equal competitive relationship with Qualcomm.
In addition, because "Dragon Eagle One" has a powerful VPU, ISP, DPU, DSP cluster, and high-bandwidth and low-latency LPDDR5 memory channel, the overall performance is even better after testing, which adds to its competitiveness. Got a bargaining chip.The most important thing is that Xinqing Technology can provide complete automotive electronic solutions and ecologically complete solutions, which has laid a good foundation for "Dragon Eagle One" to win the domestic market.
Schematic diagram of Xinqing Technology’s solution
Conclusion
With the development of smart cars and autonomous driving technology, smart cockpits are accelerating the upgrade from a single function to gradually moving towards large computing power domain control, more human-computer interaction functions and in-depth integration Evolve. Therefore, automotive-grade chips with high performance and large computing power will receive more and more attention in line with market demand.
Therefore, the mass production of domestic 7nm cockpit chips is timely. It will not only meet the needs of domestic car companies for high-performance and high-security automotive chips, but may also break the pattern of the domestic cockpit chip market.
What do you think about this?
