The rise of domestic new energy vehicles is in crisis, and the domestic production rate of automotive chips is less than 10!
The number of chips needed for an average fuel-efficient car is about 500, which is already an astronomical number.
However, with the development of automobiles in the direction of new energy, the demand for chips is also increasing: a new energy vehicle needs about 2,000 chips, and even 3,000 if it is more intelligent.
In the future, cars will become more and more intelligent, and the demand for chips will also increase.
The number of new energy vehicles in China has exceeded 20 million, with a market share of more than 40%, and continues to grow. China has become the world's largest producer and exporter of automobiles.
However, we must note that less than 10% of automotive chips are localized, and more than 90% of automotive chips rely on imports, which is a big hidden danger.
According to IC Insights**, the localization rate of automotive chips in China will be between 5% and 7% in 2021 and 2022, respectively, and it is not expected to exceed 10% in 2023.
Even if only 2,000 units are used, 20 million units will cost 40 billion yuan. How many of them need to be imported? 90%, 36 billion yuan.
In recent years, chip companies in many countries have entered the automotive chip business, but most of them are engaged in low-end chip competition.
However, the high-end chips that can attract OEMs and first-class manufacturers have not yet formed a complete system, and only domestic chips are used in the two fields of autonomous driving and intelligent cockpit.
At the same time, chips for autonomous driving and intelligent cockpits are not currently the most popular chips because they are not as in-demand as MCUs in the automotive sector.
Why is it so difficult to produce high-end automotive chips? First, it requires expertise in automotive regulations, functional safety certifications, information security, quality management, and more, as well as resources from OEMs and industry Tier 1 and Tier 2 companies.
At the same time, if automobile companies want to use these chips in the automotive industry, they must pass various certifications to meet the needs of different industries, and match them with other chips, such as real-time vehicle calibration and various dynamometer communication bus interfaces.
All of this takes time and experience. In addition, other giants also set some restrictions on agreements, patents, and technologies to prevent other companies from following suit.
Therefore, although the country's new energy vehicles are developing rapidly, the chip problem needs to be solved urgently.
If this problem is to be solved, it is necessary to allow domestic automakers to continue to develop, and domestic automakers must support them and build a ** chain.