In 2023, ChinaCarsFor the first time, exports surpassed Japan's and became the world's No. 1 exports. This achievement was highly praised by foreign media for ChinaCarsThe industry has won accolades. However, the Nikkei Shimbun pointed to an unacceptable fact: ChinaCarsChipsThe domestic production rate accounts for only about 10%. InCarsIn the context of the industry's shift to electrification and intelligence, compared with traditional fuel vehiclesNew energy vehiclesRequiredChipsMore in number. Because of ChinaCarsThe industry is inChipsis mainly dependent on imports, while U.S. export controls have been imposedChipsBecome ChinaCarsA major bottleneck in the development of the industry. In other words, in over-reliance on the outsideChipscase, despite the ChineseNew energy vehiclesPossessionBatteryand many other advantages, but inChipsInsufficient case of ChinaCarsDevelopment has always been "not fast". This conclusion is not good, but it has been widely recognized in China.
However, China is also aware of its own existenceChipsfield of deficiencies, and plans to increase the R&D efforts of enterprises, to establish a non-AmericanChipsDomesticCarsChipsChainIn order to achieve domestic substitution of imports. However, I think this goal will be difficult to achieve in the short term, and it may even take longer than 10 years. First of all, although withMobile phonesChipscomparatively,CarsChipsThe complexity of manufacturing is less, but the wholeCarsSemiconductorsChainVery complex, except for the master and computing classesChipsIn addition, power is also involvedSemiconductors, sensors, memory and other fields. At the same time, many aspects including power control systems, driver assistance systems, vehicle controls, etc. are dependentCarsSemiconductorsTechnology. At present, these areas are mainly controlled by some foreign companies, such as those in the NetherlandsNXPcompany, Infineon AG in Germany, STFA in ItalySemiconductorscompanies, etc. Not to mention the implementationAutonomous drivingand other advanced features required for cutting-edge featuresChipsFinish. In just 10 years, to achieve such complexityChainAnd it is quite difficult to achieve a high proportion of domestic substitution.
Of course, many domestic leading car companies andSemiconductorsManufacturers are already taking action in this regard. But in the current context, we cannot ignore ChinaCarsThe difficulties faced by the industry. If it evolves again into a similarMobile phonesThe situation of the industry, can these giants turn the situation around with their strength? Secondly, we are not yet able to talk about foreign countriesChainsubstitution, in the process they occupied ChinaChainof dominance. Once they formed a pattern, if China is domesticChipsIf they can't provide a more competitive product, it will be difficult to shake their position. Mobile phonesChipsLiving examples have been provided. All in all, this is not an easy task.
Therefore, I hope to hand over this professional field to the domestic professional giants to complete, such as BiYadi, SMIC, etc. Don't repeat what you lackedChips, companies are scrambling to grab resources. It takes us for the domesticChipsThe development of the industry provides ample support and opportunities so that the giants can give full play to their advantages and promote ChinaCarsThe industry is inChipsdevelopment of the field.
First of all, ChinaCarsThe fact that the industry has achieved in a short period of time has achieved the feat of surpassing Japan in terms of export volumes, which is a direct testament to ChinaCarsThe manufacturing and technical level of the improvement. This is an achievement worthy of recognition, and it is also a praise for China by the Japanese mediaCarsOne of the reasons.
Secondly, China'sNew energy vehiclesIt has certain advantages in terms of electrification and intelligence. However, due toChips** Deficiencies, these advantages can not be fully utilized. The Japanese media believe that this is ChinaCarsThe main reason why the industry has always been "making limited progress", and this view is also technically sound.
On the whole, the evaluation of the Japanese media objectively and accurately points out ChinaCarsThe industry is inChipsThis is also a warning for China's own development. Only by facing up to the problem, increasing R&D efforts and independent innovation, ChinaCarsThe industry can continue to improve its own strength and be globalCarsgain a greater competitive advantage in the market.
Through the evaluation of the Japanese media and on ChinaCarsThe analysis of the industry can be seenChipsThe problem for ChinaCarsThe importance of the industry. Currently, China'sCarsThe industry has made its mark in the global market, but the challenges and problems have become more apparent. In order to ensure ChinaCarsFor the continuous development of the industry, we need to take a series of measures:
First of all, increase the number of homegrownChipsThe support and cultivation of the industry encourages enterprises to enhance their independent research and development capabilities. Only domesticChipsIndustry development and growth, ChinaCarsindustry can reduce on importsChipsto achieve real domestic substitution.
Secondly, strengthen with foreign countriesChipsQuotientcooperation and technical exchanges. Through cooperation with foreign companies, China can learn advanced technology and management experience to improve its ownChipsManufacturing level.
In addition, strengthen communication and coordination with relevant departments to promote the introduction and implementation of policies. **Support should be developedChipsThe preferential policies for industrial development provide enterprises with a better R&D environment and market opportunities.
Finally, encouragementCarsEnterprise withSemiconductorsEnterprises cooperate and promote togetherChipsTechnology inCarsfield of application and innovation. Only by strengthening cooperation and achieving mutual benefit and win-win results, ChinaCarsThe industry can usher in a brighter future.
To sum up, despite the fact that ChinaCarsThe industry does face under U.S. export controlsChips**Bottleneck, but this is also an opportunity and challenge for us. Only through independent innovation andIndustrial chainOptimization, ChinaCarsOnly then can the industry break through the bottleneck and move towards a higher level of development. And we, as consumers and followers, should also provide support and understanding to witness China togetherCarsThe progress and rise of the industry.