Text: Understand the original car emperor Wei Wei
[Understand the original car emperor industry] From October 11th to 12th, the 3rd Global New Energy and Smart Car Supply Chain Innovation Conference was held in Nanjing. The conference was held at a time when the global supply chain of chips and software was becoming more and more tense, and it was also a critical moment when all parties in the automotive industry paid particular attention to the stability of the supply chain. But at the same time, we have also noticed that, driven by the global carbon reduction action, the low-carbonization of the automotive supply chain is becoming another important factor that affects the reform of the automotive supply chain following the safety of the supply chain.
Chen Qingtai, Chairman of the China Electric Vehicles Association
At the automotive supply chain high-level forum under the global change and dual-carbon goals, Chen Qingtai, the chairman of the China Electric Vehicles Association, talked about the development of new energy vehicles in China and the world. The challenges and opportunities of China's supply chain under the chip shortage crisis shared the latest thinking results.
Speaking of the development of China's automobile industry, Chen Qingtai said, "China's car ownership still has the prospect of doubling."
According to his analysis, my country's car ownership has reached 270 million in 2020, and the number of cars per 1,000 people is only 192. The United States ranks first in the world with 837 vehicles per 1,000 people, while Japan, which has a high population density, has 519 vehicles, but Malaysia’s per capita GDP , which is equivalent to US$10,000, has 433 vehicles, Russia has 373 vehicles, and Brazil. It's 350 cars. " Judging from the history of global development, with the growth of per capita GDP, the consumption trend of personal travel motorization is highly similar. my country’s per capita GDP is still growing every year, and my country’s total car ownership has doubled. Prospects." Chen Qingtai said.
In the global chip supply crisis when the new crown epidemic has not subsided, Chen Qingtai pointed out: “Under the impact of the new crown epidemic, we quickly exposed our shortcomings in the automotive chip supply chain. The shortcomings of the global supply chain.”
Chen Qingtai, Chairman of the China Electric Vehicles Association of 100
Chen Qingtai, Chairman of the Board believes that,This is both a challenge and an opportunity for China’s automotive industry chain. He said: “In recent years, China’s chip design companies have grown rapidly, and automotive chip design has continued to make new breakthroughs. In the context of the traditional chip supply chain’s "stuck neck", Domestic car companies have also increased their willingness to choose domestic companies to develop and design chips. Fortunately, the verification effect of domestic chips after batch installation is very good, and they can be used in cars, which enhances the supply and demand of domestic chips. Confidence."
Chen Qingtai believes that the chip shortage crisis has created opportunities for Chinese companies to break into the global chip supply chain.
He also pointed out: "The chip crisis that began last year has two situations. One is the insufficient supply of the traditional chip supply system, and the other is that the current global high-performance automotive computing chip industry has not yet solidified. These two factors are my country’s New car chip companies have opened a window of opportunity to rise in competition. We must seize this rare historical opportunity to break into the global chip supply chain. ”
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