The total demand for chips worldwide is declining. Factors such as production capacity expansion and narrowing demand have impacted the prices of chip products. However, the shortage of "cores" in the new energy vehicle field continues. Self-developed chips and new material research and development are both moats that new energy vehicle companies continue to dig deep, and there are no shortcuts.
Whose hands will the "core" lifeline fall into?
In the past, a traditional car used 500-600 chips. Affected by the "New Four Modernizations" wave, it is common for a car to need 1,000 chips on average. The number of chips used in new energy vehicles has increased sharply. Chips can be roughly divided into computing chips, control chips, power chips, sensing chips, driver chips, storage chips, power chips, etc. in terms of use. New energy vehicles generally carry more than 2,000 or more chips, and the demand is astonishing.
However, although the iteration of car-grade chips is not fast, the technical requirements are higher, which has "persuaded" a considerable number of chip companies to quit. What are flying on the car-grade chip track are chip companies with strong comprehensive capabilities or vertical integration capabilities, and can maximize their scale advantages, such as NXP, Infineon , Siemens and other giants. The unavoidable names are and Qualcomm . Qualcomm, which has deeply imprinted its mark on the field of smartphone chips, has replicated the winner-take-all approach in the field of automotive chips. Qualcomm has built an automotive chip production line a long time ago. While increasing research and development, it has acquired mature automotive chip companies several times with the intention of having a full range of product lines. Among the automotive-grade chips produced by Qualcomm, the "Snapdragon 8155" launched in 2019 is the choice of many domestic smart cars, such as Ideal, NIO, Leapmoon, Xpeng, WM, Geely, etc. This chip is used in dozens of products of the company, and BYD is also one of Qualcomm's core customers. Just as domestic smartphones have been dominated by Qualcomm chips in the past decade or so, Qualcomm has seized the core of today's domestic smart cars. In addition to Qualcomm, mobile phone chip forces such as Samsung , MediaTek , Huawei , Zhanrui , etc. hope to rely on their own understanding of high-performance chips to succeed again in the automotive chip market. Among them, as early as a few years ago Huawei, which is deeply involved in this field, is to some extent the only domestic cockpit chip manufacturer that can compete with Qualcomm and .
has listed global automotive chip suppliers. The top 5 are all foreign giants, with a combined market share of more than 50%. The embarrassing fact for industry insiders is that "currently, most of the chips used in China's automobiles basically rely on imports, power systems, three electricity Key system chips such as system, chassis electronic control, advanced driving assistance system (ADAS), and autonomous driving are all monopolized by companies in developed countries. "Domestic chip manufacturers still need to catch up in terms of product planning and technical research. When it comes to smart cars. The cost of chips has exceeded the cost of batteries. The new energy automobile industry, which has high hopes of overtaking in corners, needs to avoid being controlled by others in the chip field again.
The significance of " China chip "
Vehicle-mounted chips should not be the forgotten "pearl" in the new energy vehicle industry chain. It is an important area that is independently controllable. The combination of industry development and policy trends has achieved remarkable results. However, there are many key points that affect the "chip" of new energy vehicle manufacturing in China. In terms of technical research difficulty, the chips required for new energy vehicles have higher requirements for reliability, durability, consistency, and adaptability to harsh environments than other application fields. Higher, it requires a long period of iterative design and test certification, which makes the domestic chip power in the period of strength accumulation face the choice of whether to "make quick money".
's self-developed "Chinese chips" have become a key area for the domestic automobile industry. Both traditional car companies and new energy car companies are increasing investment in the chip field. Geely Automobile passed Geely Holding 's Xinqing Technology launched the 7nm process cockpit chip Longying 1 at the end of last year. The business scope of Zhixin Technology, a chip company it invested in, includes emerging energy technology research and development, integrated circuit manufacturing, Integrated circuit sales, integrated circuit chip design and services.The business scope of Sichuan Ideal Intelligent Technology Co., Ltd. established by Li Auto includes chip design; Xpeng Motors has also made some moves in the field of autonomous driving chips, such as the " Wuling " series of chips, Leapmotor's "Lingxin" 01" chips have been "onboard". BYD's 20-year-old semiconductor team has successively launched IGBT chips, automotive-grade MCU chips, analog IC chips and other products. It is currently developing dedicated chips for smart driving, and may also be accumulating digital cockpit chips that it has not been involved in before. In terms of power chips, BYD has successively invested in analog chip manufacturer Jiehuat Microelectronics and Shanghai Taorun Semiconductor, a hybrid analog-to-digital chip design company; in terms of lidar chips, BYD has invested in chip-level photoelectric conversion device design and single-photon detection imaging. Technology of Nanjing Core Vision Microelectronics Technology Co., Ltd.
The frequent presence of new energy car companies in the chip investment field is enough to show their determination to support domestic automotive chips. With their support, the speed of domestic automotive chips will be accelerated.
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