When the domestic chip industry has risen strongly, the automotive industry chain "supplement core casting soul"

In recent years, the rapid development of intelligent connected cars has prompted the demand for chips to increase significantly. However, due to factors such as epidemic conditions, the chip supply chain has been repeatedly impacted, and the "lack of cores" has become one of the important reasons to restrict the development of the automotive industry.

In September this year, the two major US chip manufacturing giants Ying Weida and Chaowei Semiconductor were restricted to export GPU computing chips A100, H100 and MI250AI to China. Talking about the reason, Yu Kai, the founder and CEO of Horizon, said that the GPU chip is very important for training the artificial intelligence system, so it is stuck at this key point.

In fact, the disconnection of the GPU chip has been rang at least three times. To this end, the game of domestic chip companies to replace the replacement has quietly launched.

The shortage of the whole category comes to an end

Structural shortage continues

Recalling the situation where the auto chip is available in 2021, Wang Shengyang, chairman of Na core micro -chairman, said in an interview with the Securities Daily reporter, "Such a large -scale core lack of cores has not occurred for a long time."

Wang Shengyang said that the serious imbalance of chip supply and demand in 2021 mainly originated from three reasons: First, the chip industry chain has experienced the switch from 12 -inch wafer to 8 -inch wafer process in the past two years. Disables; the second is that geopolitics and epidemics have repeatedly impacted the chip industry; the third is that the rapid growth in the new energy industry has far exceeded expectations in recent years.

As Wang Shengyang said, under the trend of electrification and intelligence, chip demand has increased significantly. The demand for car chips brought by electrification is about twice that of traditional fuel vehicles. In the future, with the implementation of the L4 and L5 -level autonomous driving technology, the demand for semiconductors or traditional non -smart cars is 8 to 10 times.

When talking about the current supply of automobile chips, Wang Shengyang introduced that last year's "core" was a comprehensive shortage, and all categories and supply chain links were insufficient. Since the beginning of this year, the "core" phenomenon has structural differentiation, and the situation in some areas such as consumer electronics and industrial communication has basically improved. The relative shortage is currently high -pressure BCD and power devices.

Zhang Qiang, chairman of Xinchi Technology, agreed to this, "The shortage of automotive chips began in August 2020, and it is currently slowing down. Supply status. "

Since the beginning of this year, the production reduction of automobile production has improved significantly. According to the statistics of the AFS statistics of the automobile industry data, the global automobile production reduction has reached 10 million units in 2021, of which China has reduced production by nearly 2 million units. According to the latest data, it is expected that by the end of this year, it is expected that by the end of this year, it is expected that by the end of this year, it is expected that by the end The global automotive market has reduced production by about 4 million vehicles.

The automotive industry chain is interlocking, and the impact of duplex and structural shortage on automobile production is no less than the shortage of the entire category. "At present, MCUs, power chips, and interface chips of shortage will cause the entire industrial chain to be uncomfortable." Zhang Qiang said.

Break supply pressure still exists

Domestic chip rises strong

Although demand and conflict are often there, challenges and opportunities also coexist. Under the "lack of cores", the domestic chip field has become a rich mine to be excavated.

"The chip business requires a very large team, and it is difficult for the car manufacturers to have the energy to make a complete chip product chain. In view of this, the chip company and the car manufacturer will form a cooperative relationship, not simply the supply chain relationship. It will make some technologies quickly improve. "Zhang Qiang believes that there are many types of automotive chips, and the industry needs more and professional chip companies.

When talking about the impact of this disconnection, Zhang Qiang said that it would have a certain impact on server, L4 and L5 -level autonomous driving, but the impact on the overall automotive industry was limited.

In the first year of the development of domestic smart cars in 2015, at that time, smart car components began to get in batches, so that vehicles' computing power demand for chips has increased. Later, Qualcomm M & A with NXP, transplanted the superiority on the mobile phone chip to the car. With the brand effect and publicity, and the blessing of some designated projects, its advantage in the automotive field has gradually established and consolidated. Nowadays, the Qualcomm 8155 chip and the Nvida ORIN platform required for autonomous driving have become the best choice for domestic car companies.

Zhang Qiang believes that in the future, it is impossible to have only one oligopoly company in the automotive chip field. my country 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 the needs of local supply chains. Domestic chip companies will inevitably develop rapidly and gradually achieve surpassing.

According to Tianyan check data, in the first half of 2022, there were 30,800 new chip -related companies in my country.

If the rapid rise of new energy vehicles is called "exchanges", then the growth and evolution of domestic chips can be described as "Xiangyang Yichun". "Domestic replacement has developed well in the past two years. In the past two years, in the more favorable industrial environment, many chip companies seize the opportunity to enter the automotive industry chain." Wang Shengyang said.

In Wang Shengyang's view, while domestic chips quickly entered the automotive industry chain, they also faced a lot of challenges. And this episode is concentrated in product reliability. "In the past, chip manufacturers, mainly for consumer electronics and industries, entered the automotive field, requiring to quickly build a set of product development from R & D to mass production to large -scale supply, a complete set of product development that meets the requirements of automobile regulations. The difficulty of the system and quality assurance system can be imagined. "

Wang Shengyang believes that with the rapid completion of domestic chips, the "core" situation will be relieved. In the next step, domestic chip manufacturers represented by NATO need to further achieve cost optimization. In addition, for future applications and important customers, do more product definition of in -depth cooperation, rather than one -way introduction of existing demand for replacement. It is worth mentioning that, as a global highland of global intelligent automotive technology research and development and landing, in addition to chips, my country's automobile industry is still facing diversified and complex industrial development issues. "If the problem of the car industry 'lack of core souls' is not solved, we are not fast and not far away." A few days ago, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, said in a public speech that in the past few years Remissions on development, but most companies have not realized that the lack of operating systems is a more fatal issue.

Miao Wei pointed out that the development of the smartphone industry shows that if there is no operating system and the chip is strong, it will just start a high -rise building on the beach. Once the industrial ecology of the operating system is formed, it is the law of the jungle, and the winner eats it. "In the next three to five years, it is the key window period for the ecological development of the car operating system. We must strive to create an autonomous, controllable, open source, and preferably free operating system through three years of hard work."

Reporter Gong Mengze

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