The crisis behind the success of domestic new energy vehicles The domestic production rate of automotive chips is less than 10!
A conventionally driven car requires only 500 chips, which is not a large number.
However, as automobiles develop in the direction of new energy, the demand for chips will increase exponentially. A new energy vehicle needs an average of 2,000 chips, and if it is more intelligent, it may exceed 3,000 chips.
In the future, with the improvement of the intelligence of automobiles, the requirements for chips will become higher and higher.
China's new energy vehicle market share has exceeded 20 million units, the penetration rate has exceeded 40%, and China has become the world's largest automobile production, sales and export.
However, it should also be noted that less than 10% of China's automotive chips are localized, and 90% of automotive chips rely on imports, which has great hidden dangers.
According to IC Insights**, by 2021, the localization rate of China's automotive chips will be around 5%, 7% in 2022 and 10% in 2023.
Even if only 2,000 vehicles are needed, 20 million vehicles will require 40 billion vehicles, and how many of them will have to be imported? At 90%, that's 360.
In recent years, it is not that there have been no domestic chip companies that have emerged in the field of automotive chips, but most of them have stagnated in low-end chips and have been forgotten.
However, the high-end automotive chips that can really attract OEMs and first-class manufacturers have not yet formed a system, and at most they show their faces in autonomous driving and intelligent cockpits, and there are really few domestic chips.
At the same time, although the automatic control chip and the intelligent cockpit chip are also the core, they are not as demanding as the single-chip microcomputer in terms of automation.
On the other hand, you need to have a variety of resources.
At the same time, if car manufacturers want to install chips on cars, they must pass a series of certifications to meet different needs, such as increasing chip support, real-time vehicle and frame calibration, and a variety of communication bus interfaces.
All this is not something that can be completed overnight, it takes time to accumulate. When other giants set a certain threshold in transactions, patents and technologies, so that latecomers cannot keep up, and latecomers want to enter the industry in a short period of time, complete mass production in a short time, and open up the first-chain system, it is very difficult.
Therefore, although domestic new energy vehicles are developing rapidly, the problem of chips must be solved.
If you want to solve this problem, you must not only let local car companies encourage and break through, but also let domestic car companies work together to finally establish their own ** chain, so that they can really get rid of foreign dependence and reduce imports, what do you say?