Japanese media blamed the United States for export controls, which caused Chinese cars to be unable to accelerate, and showed no mercy
By 2023, China's car exports will surpass Japan and become the world's No. 1 car. The Japanese media praised China's auto industry, but it showed great praise for China's electric vehicles. This kind of comment is rare in the foreign media.
Everybody knows that, right? Don't be in a hurry, Japanese newspapers will soon publish a lot of statements that many people cannot hear, and it can be said that they do not have the slightest sympathy for us.
According to the Nihon Keizai Shimbun, although China is shifting to electrification, only 10% of chips are produced domestically, and compared with intelligent, traditional fuel vehicles, new energy vehicles use many more chips. At present, the domestic mainly relies on automotive chips from peripheral countries, as well as the export control policy based on the United States, which has become a huge in its domestic development"Weakness"。
In other words, although China has advantages in many aspects, such as batteries, etc., its heavy dependence on imported chips makes Chinese cars always"Run fast"。
This is easy for us to see, and our country is aware of this, and we intend to continue to invest more money to make our products no longer controlled by American chips. From this, we can see that we are also aware of our weak links in this area, but we are also confident that we will make more domestic substitutions in this area.
However, the author also pointed out that it will be very difficult to establish such a complete industrial chain in a short period of time, and it may take 10 years.
First of all, in-car chips are much simpler than mobile**. The vehicle semiconductor industry involves power semiconductors, sensors, memory and other fields. In addition, the vehicle's power control system, driver assistance system, and vehicle control system are all composed of the vehicle's semiconductors.
At present, it is mainly monopolized by foreign companies such as NXP in the Netherlands, Infineon in Germany, and ST and France. And that's just some of the common technologies, like driverless and the like, not to mention. In the next 10 years, China's ** chain will become increasingly complex, and the situation of a high domestic substitution rate will become more and more difficult.
Some time ago, many well-known automobile companies and Chinese chip manufacturers have begun to get involved in this field. However, in the face of such a general environment, it is impossible for us to ignore the domestic car industry"Smoke fills the air"If it becomes the mobile industry, can those large companies still have the power to turn over?
Secondly, there is no situation where foreign supplies can replace those supplied by China, because in the process they have obtained the most stable supply. As long as they stand firm, it is almost impossible to shake them. The mobile chip is a good example. Overall, it's not easy. He also wants industry bigwigs such as BYD and SMIC to be able to provide some technical help, instead of being robbed of the market by other companies in the case of chip shortages, as before.
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