withNew energy vehiclesThe rapid development and improvement of the level of intelligence are forChipsThe demand is also increasing day by day. About 500 pieces are needed for traditional fuel vehiclesChips, and ordinaryNew energy vehiclesAbout 2000 are neededChips, and even more advanced models may require more than 3,000 piecesChips。As the models become more and more intelligent, rightChipsThe performance requirements are also getting stronger.
Currently, domesticNew energy vehiclesIt has an absolute competitive advantage in the global market, domesticNew energy vehiclesThe number has exceeded 20 million, the penetration rate is as high as more than 40%, and it is still growing at a rapid rate. China has also become the world's largestCarsCountries of production, countries of sale, countries of export. However, it should be noted that it is currently domesticNew energy vehiclesInChipsThe independent and controllable ability of the field is still insufficient, and the localization rate is only below 10% and 90%.CarsChipsThere is still a need to rely on imports, which give domesticNew energy vehiclesThe development of the country has brought great challenges.
According to data from ICINSIGHTS, in 2021 ChinaCarsChipsThe self-sufficiency rate is only about 5%, which is expected to reach 7% in 2022 and still not exceed 10% in 2023. Even oneNew energy vehiclesOnly 2000 pieces are neededChips, in 20 million unitsNew energy vehicles, about 40 billion are still neededChips, of which the proportion of imports is as high as 90%, equivalent to 36 billion. Although in recent years there have been many in the countryChipsEnterprises marchCarsChipsfield, but most of them are still at the low endChipsMarkets, e.g. gating, wipers, T-Boxmcuends, and lights, and other fields, while at the high-end vehicle specification levelChipsfield, domestic enterprises have not yet formed a system, at most onlyAutonomous drivingand intelligent cockpits and other aspects have made some progress, but useDomestic chipsThe number of models is not much.
Also, thoughAutonomous drivingChipsand smart cockpitsChipsIt's the core technology, but they're not the current oneCarsThe industry's most scarce vehicle-grade high-endChips, because of theseChipsThe requirements are not as good as the vehicle specification levelmcuChipsHigh. So, why is the car specification level high-endChipsHow difficult is it to localize? On the one hand, they need to accumulate experience in vehicle regulation, functional safety, and functional safetyInformation Securityand quality management certification, but also need to have a wealth of OEM and Tier1 2 resources. At the same time, car companies are willing to adopt theseChipsVarious certifications are also required to meet:Carsindustry with various needs, and also needs to be in addition to other needsChipsCarry out matching, adaptation of the whole vehicle and real-time calibration and a variety of communication busesinterfaceetc., so as to form a complete ecosystem. These tasks cannot be completed in a short period of time and require the accumulation of experience and time.
On the other hand, othersChipsGiants in the field of protocolsPatentsand technology have set some thresholds to prevent latecomers from catching up. New entrantsChipsIt is difficult for enterprises in the market to successfully achieve mass production and open up the first-class chain system in a short period of time. Therefore, despite the domesticNew energy vehiclesRapid development, howeverChipsThe problem must be solved, otherwise once the high-end car specification levelChipsRestricted, domesticNew energy vehicleswill also be affected.
Solve this problemCriticalIn addition to domestic carsChipsIn addition to continuous breakthroughs and innovations, enterprises also need the support of domestic car companies. Only by the joint efforts of all parties and the final establishment of their own first-class chain system can they truly get rid of foreign dependence and reduce imports. Only in this way, domesticNew energy vehiclesto be inChipsThe field is autonomous and controllable to ensure its sustainable development.
ChineseNew energy vehiclesThe market is experiencing rapid development and is attracting global attention. However, inNew energy vehiclesBehind the rise,CarsChipsThe challenge of localization has become a difficult problem that must be overcome. Currently, ChinaNew energy vehiclesThe localization rate is only less than 10% and 90%.CarsChipsThere is still a need to import, which is important for ChinaNew energy vehiclesThe sustainable development of the industry poses a huge risk. This article will be reviewed through the domestic productionNew energy vehiclesChipsThe background of the low localization rate is deeply analyzed, the cause of the problem is analyzed, and the solution is proposed.
1.Insufficient accumulation of technology: although China isChipsSome progress has been made in the field, but at the high-end vehicle specification levelChipsdomains, especially those related to the core functions of the vehicleChipsIn terms of domestic enterprises, the technology accumulation of domestic enterprises is still relatively insufficient. This relates to the use of functional safety,Information Security, quality management certification and other aspects of the need to have professional knowledge and experience, need a long time of accumulation and exploration.
2.The ecosystem is not perfect: high-end vehicle specification levelChipsThe R&D and application need to cooperate closely with vehicle manufacturers and manufacturers, and a complete ecosystem needs to be formed in the accumulation of experience in vehicle specifications, functional safety certification, quality management, and adaptation to the whole vehicle. However, the support and cooperation of domestic car companies in this regard still need to be strengthened, which is not conducive toChinese chipsThe overall development of the industry.
3.Low-endChipsFierce competition in the market: current, domesticChipsBusinesses are mainly concentrated in the low endChipsmarket, such as gating, wipers, T-boxmcuends, and car lights, etc. In these areas, competition is already fierce, resulting in most companies focusing their resources and energy on low-value-added products, and lacking the high-end vehicle specification gradeChipsR&D and investment.
4.High threshold: high-end vehicle specification levelChipsR&D and production needs to be satisfiedCarsVarious requirements and certification standards of the industry, such as functional safety,Information Security, quality management certification, etc., as well as with othersChipsand so on. In addition, othersChipsBusinesses are often in agreement,Patentsand technology and other aspects set a certain threshold, making it difficult for latecomers to catch up. These factors have limited the domestic high-end vehicle specification class to a certain extentChipsdevelopment.
1.Strengthen technology research and development: domesticChipsEnterprises should increase the level of high-end vehicle specificationsChipsR&D investment to enhance technical strength and innovation capabilities to meet market demand. At the same time, ** and industry associations can increase their efforts toChipsR&D support, provide more policy and resource support, and encourage enterprises to carry out technological innovation and cooperation.
2.Strengthen independent innovation: Domestic automakers should actively support local communitiesChipsThe development of enterprises should strengthen cooperation in the process of research and development, and accelerate the transformation and implementation of technology. At the same time, ** can encourage car companies to cooperate with the company by providing financial support and policy stimulusChipsEnterprises establish strategic cooperative relations and jointly promoteChipsLocalization process.
3.Improve the ecosystem: at the high-end of the vehicle specification levelChipsfield, it is necessary to form a complete ecosystem, covering R&D, production, testing, certification and other links. **Can be increased toChipsEcologyIndustrial chainencourage enterprises to cooperate and share, and form a good cooperation mechanism and innovation environment.
4.Strengthening international cooperation: in order to expedite itChipsLocalization process, domesticChipsEnterprises can actively cooperate with international manufacturers, absorb international advanced technology and experience, and jointly develop and produce high-end vehicle specification gradesChips。At the same time, cooperation projects can be carried out to promote international technical exchanges and cooperation, and accelerate the introduction and digestion of technology.
5.Strengthen policy support: ** Preferential treatment can be provided through the formulation of relevant policiesTaxesand subsidies and other measures to encourage enterprises inChipsfield to proceedInvestmentsand innovation. **The department can also increase support in the process of R&D and industrialization, provide financial and resource support, and promoteChipsThe process of localization.
In short, solve the domestic productionNew energy vehiclesChipsThe problem of low localization rate requires the joint efforts and cooperation of all parties. DomesticChipsEnterprises need to increase technology research and development and independent innovation, and domestic car companies need to actively support local onesChipsThe development of the enterprise. ** Policy support should also be strengthened, resources and financial support should be provided, and a good ecological environment should be built to promoteChipsLocalization process. Only through the joint efforts of many parties can domestic production be realizedNew energy vehiclesChipsThe autonomy and controllability of ChinaNew energy vehiclesPaving the way for the sustainable development of the industry.