How does the car "lack of core" break the situation?"Knowing" of car companies and chip companies is very important

The tight chip is a topic that has been inevitable in the past two years. For smart cars, chips are digital bases and one of the largest breaks in the industry. Miao Wei, deputy director of the Economic Commission of the National Committee of the Chinese People's Political Consultative Conference and former Minister of Industry and Information Technology, once mentioned that car regulatory chips are second only to military -level chips, which are worse than consumer and industrial -grade chips. The requirements are higher. He also emphasized that car companies should bear the responsibility of "chain leadership", "car companies may not necessarily have to build cores, but they must understand core."

↑ Data Picture Figure according to IC Photo

On September 18, at the 2022 World Intelligent Connected Auto Conference, the topic of automobile chips was mentioned again. Experts from the meeting believed that the development of automotive chips requires new industry cooperation.

Structural core lack is still continuing, and product R & D investment is still needed

"With the promotion of work in the past two years, the overall core lack of cores has been relieved, but the structural lack of cores is still continuing." Said Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology.

In recent years, due to the influence of car production demand and chip industry cycle mismatch and regional epidemic disturbances in international and domestic epidemic, global supply tensions have appeared in automobile chips, and maintaining the stable supply of chips has become increasingly increasingly focusing on the car supply chain. Essence

Yang Xudong pointed out that automotive chips and software have also become a key technical support for the transformation of the automotive industry and have strategic significance for the development of smart cars.

Earlier, the Ministry of Industry and Information Technology had done a lot of work in automotive chips, established direct communication channels for automotive and component companies and chip manufacturers, solved the core of the car industry in a targeted manner, and compiled the carrier and demand docking manual of the automotive semiconductor to guide car companies from Application verification.

Yang Xudong hopes that the automotive industry will pay more attention to and support the innovative products of chip companies, and strengthen the construction of a diversified supply chain.

For integrated circuit -related enterprises, they should seize opportunities, and choose products with urgent demand in the automotive industry and increase investment in research and development.

For institutions of various research institutions, industry associations, alliances, and university platforms, we will strengthen industrial research and key key technology research and development, and cultivate compound talents of cross -industry.

Beijing's starting car chip insurance guarantee mechanism is expected to be promoted nationwide

At present, domestic chips have ushered in a major period of historical opportunities. According to statistics, by 2025, my country's chip demand will reach 13 billion, and by 2030, it will reach 27 billion, and the market demand will be huge.

At the same time, the development of domestic chips faces many challenges. For example, the foundation of domestic car chips is generally weak, the industry is not sound, the high -reliable, high -safety car regulatory chip accumulation is less, the experience is insufficient, the understanding of the car scenario is not deeply understood, the tool chain is not not the tool chain Perfect.

"From a global perspective, car regulatory chips accounted for almost 10%-12%of the entire semiconductor. From our Chinese car chip market, domestic chips account for a low proportion." Xu Yanhua, deputy secretary-general of the Chinese automotive chip industry innovation alliance, said Essence

Xu Yanhua mentioned that the reason why domestic car chips develop slowly, on the one hand, among traditional cars, the overall position of the chip's vehicle is not so prominent and at the end of the supply chain; The landscape of the international automotive chip is relatively stable and the threshold is very high, so the willingness to develop domestic development is not strong. "But in the era of intelligent connected cars, the status of the chip became more and more prominent, and domestic chips rose to the height of the national strategy. If you want to develop a car chip, you need the power of the country."

According to Xu Yanhua, from the perspective of domestic car chips, there are more than 70 car chip design companies listed, more than 50 have already available in car regulations, or products have been mass -produced on the car. "But from the situation we understand, the categories are relatively small, and the difficulty of getting in the car is very high. One of the reasons is that the car chip requires high safety and high reliability. In this regard, our domestic car chip has less accumulation and insufficient design experience. It is not deeply understood by the scenes in car applications. Everyone now says that the car chip is available, but whether the chip can use it on the car is a very important question. It is a very common problem. "

She believes that the automotive chip and semiconductor field must be deeply integrated, not just a simple supply and demand relationship, it should be a cooperative relationship, and the car chip is introduced into the application of the vehicle factory.

In order to alleviate the "core" of the automotive industry, the domestic automotive chip industry is exploring more and more ways to improve the ecology. In January of this year, the Beijing Economic and Information Bureau and the Finance Bureau jointly issued a guide for the implementation funds for the development of Beijing Gaojian Industrial Development in 2022 to subsidize subsidies for insurance companies in the field of automobile chips in the field of automotive chips.

The auto chip insurance guarantee mechanism is the first time in China. The car chip insurance guarantee mechanism aims to promote chip companies, component enterprises and insurance companies, carry out pilot work of automotive chip insurance and premium subsidies, and solve the problem of automotive chip application through "marketization as the main+government limited support" method. The risk of sharing the upstream and downstream of the industrial chain and the bottleneck of dredging are an important part of innovation in the ecosystem of the car chip. The guarantee mechanism was launched in Beijing and will be promoted nationwide in the future.

Continue to cultivate a compound talent who understands both cars and software

Li Fengjun, chairman of the China Automobile Basic Software Ecological Committee, released the "White Paper 3.0 of China's Basic Software Development of Automobile Basic Software" at the meeting. It is mentioned that the bottlenecks of the development of China's automotive basic software are mainly reflected in three aspects: lack of technological innovation capabilities, incomplete industrial ecology, and lack of professional talents. In response to these three problems, the white paper also gives suggestions:

First, accelerate technological development and innovation. Enterprises can make deeper technological innovation based on the standards or excellent cases that have been formed in the industry or excellent cases to avoid the speed of rolls and monopolies in the industry, and restrict the speed of technological development and innovation.

Second, improve the construction of the ecological system. Gathering industry forces, strengthening joint development, strengthening open source, openness and cross -border integration, and forming an open ecosystem of interconnection and application of all things.

Third, attach importance to the training of composite talents. Continue to cultivate a compound talent who understands both cars and software, develop a smart car talent training system, and explore the road of talent training in connecting the development of the industry. Through multiple measures, actively cope with the huge challenges of domestic basic software. Organic and critical search for machinery, giving full use of the forces of government, production, learning, research, and use to create an excellent domestic basic software that is controllable, open and open source.

Red Star News reporter Wang Tian

Responsible editor Deng Yiguang Editor Zhang Li

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