In the era of car chips, mainland chips are rising, and TSMC may be difficult to continue glory.

The glory of TSMC is accompanied by the rise of the mobile phone industry. However, as the mobile phone industry gradually falls from the peak, TSMC needs to find new development opportunities. At present, the car chip will rise rapidly, and the Chinese mainland has begun to enter the flowers in the automotive chip industry. At the stage, TSMC may be brilliant in the car chip market.

Before the rise of new energy vehicles, fuel vehicles also have chips, but the chips used in fuel vehicles are far less than new energy vehicles. This is because new energy vehicles have plugged in more functions. New energy vehicles introduced autonomous driving, the Internet, etc. Function, so more chips are needed. People in the industry pointed out that the chip required by fuel vehicles is about 300-500, while the chip required by new energy vehicles is as high as 2,000.

In the past five years, the sales of new energy vehicles have grown rapidly, from 1%of the car market to the current near 20%. The proportion of new energy vehicles in the Chinese market has exceeded 20%last year, which led Demand has grown sharply, and car chips have begun to become the growth driving force for the chip industry.

Compared with the rise of car chips, mobile phone chips are gradually declining. Recently, Qualcomm and MediaTek, two major mobile phone chip companies in the world, expect that mobile phone sales will decline further this year. MediaTek expects that 5G mobile phone sales will decrease by 80 million compared to expected. Reduce orders.

In this environment, the car chip is particularly important for the chip manufacturing industry. In the era of automotive chips, mainland Chinese chip companies have gradually established their own position. The Chinese chip industry in China lacks a car chip design enterprise.

Mainland Chinese chips gradually stood firmly in the automotive chip industry. At present, mainland China has nearly a thousand car chip design enterprises. These car chips cover many fields such as AI chips, MCUs, IGBT, etc., which can meet the demand for various chips in domestic cars.

The Horizon, Huawei, and Cambrian AI chips have been applied to the automotive industry; Zhaoyi Innovation, Zhongying Electronics, BYD, etc. have developed MCU chips; as for the IGBT chip, there are Chinese cars and BYD. Among these companies, BYD should have developed the most extensive automotive chip to fully meet BYD's own needs. It is said that BYD has completely adopted its own IGBT chip without requiring to buy it.

Among these car chip companies, many automotive chip companies have chip design and chip manufacturing at the same time, becoming a rare IDM chip company, which is very different from FABLESS manufacturers in the mobile phone chip industry. Naturally, chip companies rarely need chip foundry enterprises to provide services.

Even Fabless's car chip companies, the chips they designed can be produced by chip foundry enterprises in mainland China, because the car chip is different from the mobile phone chip, the car chip emphasizes reliable performance and durability, and Mainland China is mass -produced in mass production. 14nm and other mature processes have these advantages, and can also provide lower costs. The mobile phone chip needs to reduce power consumption and improve performance because the mobile phone volume is small, so mobile phone chips need more advanced processes.

The rise of domestic car chips is also inseparable from the rapid development of new energy vehicles in mainland China. Mainland China has become the world's largest new energy vehicle market for many years. The huge market provides fertile soil for domestic automobile chips. You can also provide services to automotive companies and customized chips to promote the development of domestic automotive chips.

Perhaps it was the rise of mainland car chips. TSMC saw a huge opportunity in this market. TSMC intends to expand 28nm craftsmanship in mainland China to provide services in mainland China. Mainland car chip orders make it miss the opportunity for development.

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