Abstract: Li Tongguang, assistant secretary-general of China Automotive Chip Industry Innovation Alliance and head of the Technical Expert Committee of the National New Energy Vehicle Technology Innovation Center, predicts that the prospect of domestic substitution is huge, bringing a huge driving force to the chip industry, and its results will be expanded from the automobile industry to the entire transportation industryThe phenomenon of core shortage has gradually eased, the market has returned to normal, foreign chip prices have been reduced, and chip companies have borne cost pressure, testing their operating capabilities.
abec 2023 |The site of the 10th China (Shenzhen) Battery New Energy Industry International Summit Forum.
Battery "Davos" - Battery Network December 5 (Chen Yu Zhang Qian Guangdong Shenzhen ** live broadcast).From December 4th to 7th, the global battery industry event - ABEC 2023 |The 10th China (Shenzhen) Battery New Energy Industry International Summit Forum was held in Shenzhen, Guangdong. The forum was hosted by the Zhongguancun New Battery Technology Innovation Alliance and the Battery "Davos" (ABEC) Organizing Committee, co-sponsored by the Battery Network, Hairong Network, I Love Tram Network, Energy Finance Network, and the Battery 100 Association, and 600+ guests from all walks of life from all walks of life of "government, industry, academia, research, finance, service, and use" from the global battery new energy industry chain attended the event, focusing on "competition or competition and cooperation to discover the path of industrial breakthrough and transformation power" This theme, in the exchange and sharing, sets off brainstorming, lights up thinking, and realizes value dialogue and accurate docking.
Li Tongguang, Assistant Secretary-General of China Automotive Chip Industry Innovation Alliance and Head of the Technical Expert Committee of the National New Energy Vehicle Technology Innovation Center.
On the morning of the 5th, Li Tongguang, assistant secretary general of the China Automotive Chip Industry Innovation Alliance and head of the Technical Expert Committee of the National New Energy Vehicle Technology Innovation Center, delivered a keynote speech entitled "The Development Trend and Ecological Acceleration of China's Automotive Chip Industry" at the forum
China's automotive chip industry has entered a stage of rapid development
In terms of the situation of the chip industry, Li Tongguang introduced that China's automotive chip industry has entered a stage of rapid development.
International aspectsFrom 2023, the overall supply tension of automotive chips has been alleviated, and some international automotive chip manufacturers have reduced prices since the third quarter, but the rapidly changing international situation has brought many risks and hidden dangers to the entire ** chain, so it is a common business decision for domestic and foreign automobile companies to back up and diversify basic devices such as automotive chips.
Domestic aspectChina's automotive chip industry has passed the initial stage (Spring and Autumn Era) and entered the stage of hundreds of schools of thought and rapid development (Warring States Period), with nearly 300 companies developing automotive chip products"Macro national policies, meso-industry demand, and micro enterprise development" will form the same frequency resonance in the automotive chip industry, which will support the development of the industry for a long time**Support, industrial environment, and talent gathering are important considerations for enterprises to land, and they are more concentrated in the Yangtze River Delta, Beijing-Tianjin, Guangdong-South China, Chengdu-Chongqing-Wuhan and other regions.
Chip supply sideThere are many participating companies and R&D products, most of the companies release less available products, and more than 80% of the companies have launched no more than 5 productsThe development of automotive-grade chips based on RISC-V and the integration of multiple functions to form new categories have become two important directions of product innovationThe coexistence of a hundred flowers and a mixture of fish and dragons, the future will experience a large-scale survival of the fittest, enterprises must have the determination and ability to enter the automotive chip track for more than 10 years.
At the forum, Li Tongguang also introduced the product development strategy of domestic automotive chip companies: first of all, they all open up the market space through low-end products and gain the trust of downstream including OEMs. Secondly, some chip companies have transformed and upgraded from past consumption and industrial chips to develop automotive chips, and nourish the automotive chip business with the original consumer or industrial chip business. From another point of view, it also confirms that automotive chip design companies still have a relatively large recognition of the future automotive chip market size and total business. Thirdly, the product planning of most chip companies covers the mid-to-high-end, forming a complete sequence, starting from the core chip with a wide range of computing chips, integrating multi-functional solutions, and providing diversified solutions for automobile manufacturers. "In 2023, we are also pleased to find that more and more industry colleagues have begun to explore and try to develop automotive-grade chips with open source, which is also closely related to our real-time controllability in key technology fields. At the same time, the head enterprises of the subdivision track have realized the management and control system, which is also the foundation of chip design enterprises. ”
Automotive application sideAlthough the shortage of cores has been alleviated, domestic enterprises are still positive about the verification and application of domestic chips, mainly due to two levels of considerations: one is from the country's policy call, and the second is also a manifestation of the company's internal core shortage in the first two years.
Therefore, the scale of domestic chip mass production is still gradually expanding, and at the same time, the process of chip localization of domestic vehicle enterprises has also been differentiated, there are about the following three categories: the first type is the dependence on parts and components is very large, such enterprises are mainly commercial vehicle companies, the overall vehicle production and sales are relatively small, and the amount of chips is less. The second type of passenger car enterprises with certain development capabilities are currently working with parts manufacturers to explore multi-channel solutions and improve technical capabilities. The last category is passenger car companies with strong independent research and development capabilities, the localization process is relatively fast, and the internal has also set more radical goals, including %, and even some companies have put forward 100% goals. In the long run, at present, vehicle companies and chip companies have cooperated, some controllers have begun to develop independently, and at the same time, a long-term plan for localization has been formulated internally, and the industry has now entered a stage of deep integration.
Public servicesIn the basic chain, the foundation of testing and packaging is good and develops rapidly, which can support the development of the industryThere is still a large lack of localization of EDA tools and vehicle specification processes, IP and EDA tools have appeared as start-up emerging enterprises, and the construction of many wafer factories in the country has been started, and the development and construction cycle is long, and it will take time for large-scale application.
Academic research and talent trainingThe engineering attributes of vehicle gauge chips are strong, the cutting-edge technology research in academia is less, and the gap in counterpart talent training is large, and the support for industrial development is weak, so it is urgent to make up for the shortcomings and form a closed loop of "from technology to industry".
Under the domestic substitution of automotive chips, the cost of enterprises is under pressure
In the field of chip application, Li Tongguang mainly analyzed the power system, chassis system, body system, intelligent cockpit, intelligent driving and intelligent interconnection system.
In terms of powertrainLi Tongguang introduced that the power system controller chip is generally a 32-bit core, and there is a certain product base in China, but the supporting application environment is not perfect, the product is cost-effective, and the market competitiveness and supply capacity are insufficientActuator driver chips, highly integrated digital-to-analog analog-to-digital conversion chips and SBC chips are technically difficult, and the market demand for LDO, DCDC power chips, and high-voltage operational amplifiers is small, and there is no product development in ChinaIGBT in motor controller has developed rapidly in China and has been mass-produced and applied.
In terms of undercarriageMCUs have very high requirements for functional safety level (ASIL-D) and main frequency, computing power, memory capacity, peripheral performance, peripheral accuracy and other performance, forming a high industry barrier, which requires domestic MCU manufacturers to challenge and break throughThe development of drive chip products in the chassis field is difficult, the technical barriers are high, and almost all of them are monopolized by foreign productsThe high-precision, large-range, and safety-specific sensors required for the chassis are missing in China.
In terms of body systemsIn recent years, the domestic MCU has a very good momentum of development in the front and rear market in the body domainIn addition to some of the drive-specific ASIC, SBC and other difficult and small demand chips in the domestic blank, most of the rest of the power supply, drive, analog chips and other technical barriers are low, and there is domestic substitution ability, but it is necessary to improve product reliability, consistency and reduce costs.
Intelligent cockpit, intelligent driving and intelligent connected systemsChina's intelligent cockpit, intelligent driving and intelligent interconnection chips have gathered many automotive AI chip companies, consumer chip manufacturers, and start-up automotive chip manufacturers, and the competition pattern has not yet been determinedAfter the shortage of chip supply in the past two years, independent brand car manufacturers have adopted a multi-supplier strategy in core chips, and actively promoted the testing and fixed-point testing of domestic first-class manufacturers. On the basis of expanding market applications, the gap between domestic chips and international giants will gradually narrow.
Regarding the development prospects of China's chip industry in the future, Li Tongguang predicts that the prospect of domestic substitution is huge, which will bring a huge driving force to the chip industry, and its results will be expanded from the automobile industry to the entire transportation industryAfter focusing on low-end products in the early stage, domestic automotive chip companies hope to continue to pay attention to the research and development of high-end products, characteristic products, especially innovative products, and gradually form the ability of the internal quality control system of the enterprise, which is also the foundation for the development of chip design enterprises in the industry in the futureThe phenomenon of core shortage has gradually eased, the market has returned to normal, foreign chip prices have been reduced, and chip companies have borne cost pressure, testing their operating capabilities.
For domestic automotive chip companies, Li Tongguang suggested paying attention to the research and development of high-end products, characteristic products, and innovative products, and establishing quality control system capabilities. He also mentioned that there is a large gap in the development and verification of localized controllers for vehicle enterprises, and the power of parts and components manufacturers to switch to domestic production is insufficient, and efforts are still needed.
The above views are based on the shorthand of the forum and have not been reviewed by the speakers themselves. ）