The industry has hotly discussed the car "lack of core souls": the chip does not require 100%self -developed self -developed, and the operating system needs to be controlled independently

"If the problem of the car industry 'lack of core souls' is not solved, we are not fast and not far away." On September 6, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, in the fourth global new energy and smart car supply chain At the Innovation Conference, the domestic automobile supply chain is still facing pain points and difficulties.

As Miao Wei said, in the process of accelerating the intelligence of automobiles and networking, the car supply chain is also reshaping. And these two trends have also brought a common result, that is, the proportion of automotive electronic parts has risen rapidly.

"In the past 100 years, the" heart 'of cars' is an engine, but in the next 100 years, the "brain" of the car has become more important. The general manager of science and technology Wu Xuebin said.

Right now, the chip and operating system have become the two major focus on the car supply chain, which is already an industry consensus. However, from the perspective of the environment, this year's epidemic, geopolitical and other factors have brought impact on the domestic automobile supply chain. How to enhance the toughness of the supply chain, how to establish a secure and reliable automotive industry chain, how to achieve the breakthrough of the supply chain technology, still It is the challenge facing the domestic car supply chain.

Increasing the proportion of smart parts output value

"In 2021, the global automotive component output value is about $ 1.5 trillion, and the output value of electric intelligent parts is US $ 2.21 trillion, accounting for about 14%. It will reach 28%, and this number will exceed 40%by 2030. That is, smart electric parts supplier will become the dominant force in the automotive industry chain. "Zhang Yongwei, deputy director and secretary -general of China Electric Vehicle Hundred People Association, believes that In the future, a structural change will occur in the car supply chain.

Under the wave of Xin Sihua, the car supply chain has also generated new opportunities during the reshaping process, which has attracted new players to enter the game. A track. "The boundaries of cars are getting wider and wider. Enterprises outside the automotive industry are likely to become the leader of the future automotive industry." Zhang Yongwei said.

With the reshaping of the car industry's format, the role played by all parties is also changing. "In the new business model relationship chain in the future, users are producers of demand and data, suppliers are the providers of services, and the OEM is a bridge created by demand and service." Li Li, chief expert of Chongqing Changan Automobile Co., Ltd. Wei said.

In fact, the OEM has already felt this change. Qi Jun, deputy general manager of the Procurement Center of Anhui Jianghuai Automobile Group Co., Ltd., believes that in the future, the automotive company will no longer monopolize the design circle of automobiles, and the supply side will have more product dominance.

"With the advancement of technology, the automotive intelligent technology experience will rely on the progress of the bottom -level products such as chips, algorithms, and software. It is necessary to change the past bargaining strategy of car companies to give these component suppliers corresponding to the value status. "In the view of Lian Yubo, executive vice president of BYD Group, car companies need to change their awareness of the value of component suppliers in the past.

Motor companies do not create cores but have to "understand cores"

In the process of re -plating of the car supply chain, chips have become one of the hottest areas.

"Because the demand for car chips brought by electrification is about twice the traditional fuel vehicles. In the future, with the implementation of L4 and L5 -level autonomous driving technology, the demand for new semiconductors may be 8 ~ 8 ~ 10 times. "Wang Shengyang, the founder, chairman, and general manager of Na core microelectronics, said," Taking a luxury model as an example, after transition from traditional fuel vehicles to smart electric vehicles, the value of its bicycle chip is quickly valued at more than $ 600 quickly from more than 600 US dollars. Upgrade to nearly $ 3,000. "

In the context of the rising demand for chips, Miao Wei believes that car companies may not have to "make cores", but they must "understand cores". Generally speaking, the chip is divided into multiple links such as design, packaging, manufacturing, and testing. Miao Wei said that the domestic has made rapid progress in the field of chip design and chip packaging, but there are certain challenges and resistance during the chip manufacturing process.

However, under the common force of domestic car companies and chip suppliers, chip domestic replacement is already a general trend. "In recent years, the industry chain of domestic chips has improved rapidly, but the overall proportion is still very low. The proportion of localization of chips in the automotive field may be less than 10%. We hope that customers and partners in the entire industry chain to the entire industry chain to domestic chips The industrial chain can give more support and help, "Wang Shengyang said.

It is worth noting that Miao Wei believes that under the premise of globalization, seeking "100%autonomy" in the fields of chips and other fields is not scientific and not economical. "We welcomes foreign vehicle companies, foreign chip companies, and foreign software companies to invest in China to share with us with us. , But it is also necessary to form independent capabilities. "Miao Wei believes that car companies should plan ahead, bear the responsibility of" chain leaders ", and do a good job of taking the lead.

"In recent years, car companies have deeply recognized the constraints of chip shortages, but most companies have not realized that the lack of operating systems will be a fatal issue." Miao Wei said, "During the conversion process of functional products to smart products, in the process of changing to smart products, it is If there is no operating system, no matter how strong the chip is, no matter how good the car is, it is a high -rise building on the beach. "The lack of operating system is a fatal problem

At present, there are many operating systems in the market, showing a trend of flowers. "But the car manufacturer has very strict requirements for chips and operating systems, especially the most complicated autonomous driving scenarios in the operating system. It is necessary to effectively solve the problem of functional security, and to have a good ecology and the ability to support the evolution for a long time. This is They also put forward high requirements for operating system suppliers. "Liu Jianye, general manager of ZTE Electronic Planning of ZTE, emphasized in an interview with the reporter of" Daily Economic News "that the operating system supplier needs long -term and large amounts of investment to form formed The ability of productization can not be eliminated by the industry.

It is worth noting that the industry has always had a "soul" and "body" dispute over the operating system. Earlier, Chen Hong, the chairman of SAIC Group, made it clear that it was difficult for SAIC Group to accept a single supplier to provide the group with overall solutions. Because of this, the supplier will master the "soul", and the car company has become "body shell".

In this regard, Liu Jianye believes: "ZTE is empowering technology through technology, but does not cross the border, and does not touch the car factory 'soul'. In short, the operating system we provided is like a" rough house ", which is made by car companies' hardcover decoration. '. "

However, Guo Yang, the chief product architect of Baidu's smart driving business group, said: "Smart software does not care whether it is self -developed, but whether it can accumulate their own data and create differentiated products according to the needs of users. Car companies keep data on data. The treasure mine did not dig in -depth, car companies should consider shifting from manufacturer to the change of the role of user data service providers. "

However, whether it is the independent construction of its own operating system in the car company or choosing to cooperate with the upstream suppliers, the development and testing of the automotive operating system are imminent. Miao Wei appealed: "The global smart car development pattern has not yet been fixed, and the time window left to us is about 3 to 5 years. We must enhance the sense of urgency and create an autonomous, controllable, open source, open source, open source, open source It is best to be a free operating system to form an industrial development ecosystem in the Chinese market. "

Daily Economic News

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