Japanese media U.S. export controls, China's auto market is "struggling".
Introductory. It is undoubtedly encouraging that China*** will overtake Japan as the world's largest car exporter for the first time in 2023. However, when commenting on China's auto industry, Japan** mentioned a reality that is difficult for many people to accept: China's auto industry still has serious deficiencies in chip self-sufficiency. This article will conduct an in-depth analysis and discussion on the current situation of China's auto industry in terms of integrated circuit dependence and internal substitution as reported by Japanese media, and ** the challenges and development direction of China's auto industry.
The current situation of brake pads in China.
The national share of China's automotive brake pads is only about 10%. With the development of electrification and intelligence, the number of brake pads required for new energy vehicles has increased significantly. However, in China's automotive industry, due to export controls, most of the brake pads rely on imports, especially from the United States, so the brake pad problem has become a major problem for China's automobile development. Although China has the advantage of new energy vehicles, the problem of brake pads is still difficult"Fast"Settle.
i) Challenges faced by China's automotive brake pad shortcomings.
The internal substitution task of China's automotive chip chain is very arduous. Due to the complexity and diversity of the automotive semiconductor chain, it involves multiple links such as main control chips, power semiconductors, sensors, and memories, and these key components are mainly controlled by foreign companies. In order to achieve a high proportion of domestic substitution in a short period of time, it is not only necessary to have technological innovation and quality assurance, but also to establish a large and stable first-class chain system.
1.The challenge of complex chains.
In addition to the main brake pads, the automotive semiconductor chain also includes key areas such as power control systems and driver assistance systems. Currently, these areas of technology are dominated by foreign companies such as NXP in the Netherlands, Infineon and STMicroelectronics. With the development of functions such as autonomous driving in the future, the demand for cutting-edge brake pads will further increase, and the Chinese automotive industry will face greater challenges in terms of internal substitution.
The impact of national and international chain differences.
At present, China has not been able to effectively replace foreign companies, which makes foreign companies in a relatively stable position in China's chain. If China cannot provide competitive automotive chips domestically, it will be difficult to shake the dominance of foreign companies in the Chinese market. This situation is similar to that in the field of mobile phone chips, which requires the Chinese automotive industry to redouble its efforts in terms of technology and innovation.
Challenges and development prospects.
China*** faces many challenges, especially when it comes to self-sufficiency in brake pads. However, these challenges are not insurmountable. Today, many leading automotive companies and semiconductor manufacturers are already ramping up R&D efforts to improve the competitiveness of domestic wafers. It is hoped that China's automotive industry can eventually achieve wafer self-sufficiency through technological innovation and industrial modernization, so as to ensure the sustainable and stable development of the industry.
Summary and outlook.
Although Japan's evaluation of China is objective and points out the existing problems and challenges, it also means that China has become the focus of attention on the international stage. China still has a long way to go in improving the self-sufficiency rate of chips, and needs to continue to increase investment in research and development, strengthen international cooperation, and promote technological progress and industrial innovation. It is believed that with the continuous development and growth of China, the problem of China's automotive chip self-sufficiency rate will eventually be effectively solved, and China will also usher in a better future.