Nowadays, the degree of intelligence has gradually become one of the important indicators for consumers to evaluate whether a new energy vehicle is attractive, and the importance of chips for smart cars is self-evident, which is also the premise of whether the major new energy vehicle companies can gain advantages in the field of intelligence, and the intelligence of the car is also the intelligence of the chip.
Recently, a more interesting news rushed to the hot search, Antutu announced the ranking of the first car machine system test, which is to run the score like the computer and mobile phone in the past. Antutu car machine evaluation was released in July this year, and it is necessary to install separate software in the car machine system, which can display various performance data and scores, and the result report looks more intuitive to ordinary consumers.
Although this test is not of great significance to the car itself, it can only reflect whether the car is stuck or not. But judging from this test result, the Zeekrypton 007 equipped with Qualcomm Snapdragon 8295 chip and the new generation of Mercedes-Benz E-class have achieved a fault-like lead, and compared with mainstream foreign brand chips, the gap between domestic chips and mainstream foreign brand chips is still very obvious at least in direct performance comparison.
Car companies compete with the best business companies for the market
As one of the most important components of smart cars, many new energy vehicle companies have also begun to independently develop on-board chips, one is to reduce costs and increase efficiency, and the other is to break the monopoly of foreign chip brands in China. In the past two years, in addition to the direct competition of chip factories, major new energy vehicle brands have also joined them, and car companies have begun to compete for market share with mainstream chip manufacturers.
With the increasing degree of intelligence, the demand for chips for new energy vehicles is also increasing, and the number and value of automotive chips are growing rapidly.
For many new energy vehicle brands, they are scrambling to fight for more voice through self-developed chips, and the core appeal of self-developed chips is to break the shackles of traditional automotive chips, meet differentiated needs, and enhance competitiveness. However, it is not realistic to compete with companies like Nvidia and Qualcomm in a short period of time, and what can be done at present is actually to meet the chip needs of their own brands.
Especially for many new car-making forces, self-developed chips can provide more imagination space for the capital market and increase the willingness of investors to invest, which is one of the reasons why the major new car-making forces have announced their self-developed chip plans, and most of the new car-making forces have almost embarked on the road of self-developed chips.
In addition, the intelligent cockpit and autonomous driving functions are actually an important embodiment of differentiation, and whether they lead or even determine the survival of many mainstream new car-making forces. Nowadays, with the successive promotion and use of self-developed chips of most new energy vehicle brands, the pattern of the automobile industry chain will also undergo great changes.
Breaking the monopoly of foreign capital is just around the corner
In the past few years, there have been new forces such as Tesla, Weilai, and Xiaopeng, and many traditional car companies such as Volkswagen, Hyundai, and Geely, which have announced their plans to develop their own chips.
For a long time in the past, in the field of automotive-grade intelligent cockpit chips, the 7nm process represents the current industry-leading level, and the most mainstream automotive-grade chip is Qualcomm Snapdragon 8155, and the "China's first" 7nm automotive-grade SoC chip created by SiEngine Technology - Longying No. 1 is actually not inferior to the current mainstream 8155 chip in terms of performance.
In 2021, Qualcomm's automotive-grade chip specially built by the 5nm process - Qualcomm Snapdragon 8295 has achieved mass production, and its NPU computing power has reached 30TOPS, which is 2 times that of Apple A15 and 8 times that of Snapdragon 8155.
NIO followed suit and recently released its first self-developed intelligent driving chip, the Shenji NX9031, which uses a 5nm automotive process for the first time, has more than 50 billion transistors, and can run more than 6 trillion instructions per second, which will also be an important part of NIO's future development.
It can also be seen from this point that at present, domestic brands have actually kept up with the pace of mainstream chip factories in the chip field, although the overall market share and progress are slightly behind, but the overall progress has actually far exceeded expectations, and breaking the monopoly of foreign brand chip factories is just around the corner.
Write at the end:
In order for any new energy vehicle manufacturer to continue to move forward, it is fundamental to be based on technology and products, and the grasp of chips also tests the judgment of various new energy vehicle companies for the future. With the gradual acceleration of the development of smart cars, the development of domestic automotive chips has also ushered in new opportunities.