Can I solve the "lack of core souls" in the second half?

"The first half" has achieved great results

But the decisive victory is still in the "second half"

"If the new energy vehicle is compared to the first half 'and the intelligent connected car is compared to the" second half ", then the" first half "of the Chinese automobile industry has achieved great results, but the decision to win and defeat is still in the second half of the game. '. "At the 2022 World Intelligent Connected Auto Conference, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference and former Minister of Industry and Information Technology, said.

According to the China Automobile Association data, in the first eight months of this year, the market share of the independent brand passenger car was 47.8%, an increase of 4.9 percentage points year -on -year, almost a lot of autumn colors with the joint venture brand. Among them, the proportion of new energy vehicles of independent brands has continued to remain around 70%, accounting for an absolute leading advantage.

In the process of vehicle electrification and intelligence, China's automotive industry has achieved a "transform". However, in key technologies such as new system batteries, vehicle -level chips, and vehicle operating systems, although my country has made certain breakthroughs, there is still a gap with the international advanced level.

"Chinese car sales account for one -third of the world, but Chinese chips are currently not even 5%. We still have a lot of market space to catch up." Chen Shujie, vice president of Xinchi Technology, told China News Weekly.

Shanghai Youka Network Technology CMO Chen Da also said in an interview with China News Weekly: "my country's intelligent connected cars have developed rapidly, basically the path of ten years in Europe and the United States in two or three years. There are some unprepared places, such as the design requirements for intelligent networking functional security and information security, cross -platform interoperability specifications, road security responsibility division, and other fields still have a lot of room for improvement. "

Domestic chips strive for global competition "admission vouchers"

A survey report on the global automotive industry's prospects released by the global professional consulting company AlixPartners shows that the shortage of automotive chips will continue until 2024. "The lack of core reflects the supply and demand relationship. Now the chip demand of new smart cars is very strong. The original supply has not been adjusted in a short time, so it will continue." Chen Shujie said.

At present, the size of China's automobile production and sales and new energy vehicle markets ranks first in the world, but automobile chips need to be imported in large quantities. A new energy vehicle demand for chips exceeds 1,000. "The chips and operating systems are our shortcomings and weaknesses,‘ lack of core souls ’, and this is even more so -level." Miao Wei said.

Data show that 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 the traditional non -smart car is 8 to 10 times. This is a huge opportunity and a challenge for domestic vehicle -regulatory chips with a current loading rate of only 5%.

Chinese chips first need to obtain "admission coupons" participating in international competition. "Once a car chip is equipped, it will basically use three to five years or even longer, and it will not change easily. Because there are a lot of things involved." Chen Shujie said, "When the car manufacturer chooses the chip, it will not be because of the chip, it will not be because of the chip, it will not be because of the chip, it will not be because of the chip, it will not be because of the chip. It is a Chinese chip to reduce standards. It takes a complete standard to give you this opportunity for security and performance. "

In Chen Shujie's view, if the market share of Chinese chips can be less than 5%, accounting for 20%and 30%, it will be a huge market breakthrough. At present, the core of the entire chip industry has been relieved, but there are still great challenges in the field of automobile regulatory chips. "In terms of supply chain security, domestic chips are located in the local area. The design team is locally, and the security controllable will be higher." Chen Shujie said.

Picture source: Xinchi Technology

"We are very afraid of the leading technology of international manufacturers, and the high level is rolled out. Everyone is working hard." According to Chen Shujie, "Xinchi's smart cockpit chip now has more than 50 car manufacturers to mass production points, which is compared with first -class foreign manufacturers abroad. It should be said to have its own advantages, and domestic chips can be completely replaced on many models. "

At the same time, many car companies including BYD, GAC Ean, Xiaopeng Automobile have started to build a power battery test line or production line to develop their own chips or invest in domestic chip manufacturers to help domestic chips "get on the car".

In Miaoyu's view, "car companies do not necessarily go to build cores, but car companies must understand cores, car companies must build a cross -industry cooperation on how to establish a cross -industry cooperation on how they develop their own development and the development of chips. Self -current. Miao Wei believes that this is related to the future development of car companies, and only this kind of cooperation can be established can a good industrial development ecosystem be formed.

"The lack of operating system will be a fatal issue"

Not only does it need to solve the problem of the chip. In the existing problems of the automobile supply chain, Miao Wei believes that the lack of autonomous vehicle operating systems will cause Chinese car companies to fall into a greater passive than the core. "Through in recent years, car companies have deeply recognized the restrictions on the development of chip shortages on our development, but most companies have not realized that the lack of operating systems will be a fatal issue."

The vehicle operating system is not only the basis of vehicle design, but also the key to determining the intelligence of the car. Miao Wei reminded that during the conversion process of functional products to smart products, 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.

It is understood that the difficulty of successful development of the operating system is whether it can form an ecology. Due to the number of users, it is difficult for car companies to form their own ecology. Even if it is the world's largest car company, it sells more than 10 million new cars each year, but for the Internet, this order is still a small witch. If the header company, software companies, and chip companies are realized through market -oriented means, it may be more conducive to the upstream and downstream of the vehicle operating system industry chain to connect and interact with related industries to accelerate the construction of an open application ecosystem. Miao Wei said that the current global smart car development pattern is not determined, and the time window left to Chinese manufacturers is about three years and at most five years. "We need to enhance the sense of urgency and work hard for three years to create an autonomous, open source, open source, preferably free operating system to form an industrial development ecosystem in the Chinese market."

At present, China's automobile production accounts for one -third of the world, and the production and sales of smart new energy vehicles accounted for more than half of the world. Miao Wei said, "Our every move is enough to affect the world. Realize the leadership of the global car operating system again. "

It is worthy of recognition that my country has achieved obvious results in the field of new energy vehicles and intelligent network cars. Yao Zhenzhi, deputy director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, shared a set of data at the 2022 World Intelligent Connected Automobile Conference: the number of car patents in my country in 2021 was 320,000, an increase of 8.5%year -on -year. Among them, the patent proportion of new energy vehicles is 23%, the patent proportion of intelligent connected cars is 21%, and the sum of the two has reached 44%.

"In terms of intelligent connected technology, China is in the stage of demonstration application promotion. The TBOX installation rate and smart driving loading rate of the Chinese market have completed the catch -up compared with the global market, and have certain advantages." This magazine stated that a group of companies that emerged from the intelligent connected agreement, chip design, component design, and vehicle design have emerged in China, and they are in the leading positions in C-V2X, 5G SA and other fields. "With the size of China's electric vehicles and smart Internet cars, with the strong government and industry driving force and huge user base, the more opportunities we lead in specific fields."

History is opening the door to Chinese chip companies, so that Chinese chip companies have the opportunity to get on the table. At the same time, technology areas such as vehicle operating systems and new system batteries will become a key area for China's automobile industry chain that needs to be continuously supplemented and breakthrough. Only in this way can China's automobile industry be temporarily leading the "first half", and has the confidence that has won international competition and wins in the "second half".

Author: Liu Shanshan

Edit: Zheng Yu

Operation editor: Wang Lin

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