Japan** blamed U.S. export controls, saying Chinese cars have been "unable to accelerate".
By 2023, we will surpass Japan and become the world's largest throne. The Japanese media have given high praise to China's automotive industry, but to Chinese electric vehicles. You will hardly see this kind of rhetoric in foreign newspapers.
Everybody hears that, right? Don't worry, the news in Japan is quick to make things that many people don't want to hear, and it pushes us to the forefront.
According to the "Nihon Keizai Shimbun" report, the current proportion of chips in China's localized vehicles is only 10%, and as the first move towards electrification and intelligence, it will be equipped with many more chips than any previous fuel vehicle. Due to the U.S. export control policy to China, which mainly relies on environmentally friendly imports, China's largest development"Weakness"It's the chip.
In other words, due to the over-reliance on foreign chips, China's new energy vehicles will never be Chinese cars, even if they have many advantages, such as batteries"Fast"。
It is not difficult to get such a result, in fact, we are aware of this flaw in the local market. According to the published information, the company intends to further strengthen independent research and development, replace imports with domestic independent brands, and build an independent and controllable domestic chip industry chain. At the same time, the company will gradually get rid of the chip monopoly in the United States. Obviously, we also realize that we still have some problems in this area, but we will also take a somewhat local approach.
However, the researchers pointed out that this kind of ** chain is difficult to achieve in the short term, and it may not appear until 10 years later.
First of all, in-vehicle chips are much simpler compared to mobile**. However, the overall industrial chain of semiconductors is too large, in addition to the main control circuit and computer circuit, it also involves power semiconductors, sensors, memory and so on. In addition, power management systems, driver assistance systems, and in-vehicle control systems are also classified as in-vehicle chips.
Now, these chips are basically controlled by chips from NXP in the Netherlands, Infineon in Germany, and ST. Moreover, this is just a common chip, and it is still far from unmanned driving. In the next 10 10 years, China's ** chain will become increasingly complex, and a large number of domestic replacements will be more difficult.
Some time ago, many major automotive companies and Chinese chip manufacturers have undoubtedly entered the industry. However, in such an environment, we can't ignore the first domestic car company"Smoke grenades"If domestic car companies have also become a mobile industry, can those large companies really turn things around on their own?
Second, it is too early to talk about substituting foreign capital and giving foreign investors a more solid position in China's industrial chain. Before that, it was almost impossible to shake them, unless it was a domestic chip that could provide a better product. This can be seen from the mobile ** chip. Overall, this is no easy task. I also want to let large local companies such as BYD and SMIC solve this problem, instead of a shortage of chips as before.
What do you think of Chinese cars for Japan's? Welcome to leave a message, like, share!