Can it replace the production of automotive IC chips in our country? At present, the manufacturers of my country's design, production and manufacture of automotive-grade MCUs include Zhaoyi Innovation, Xinwang Microelectronics, and Jiefa Technology, but 80% of automotive-grade MCUs are monopolized by foreign manufacturers. Roland Berger specifically pointed out in the "White Paper on my country's New Energy Vehicle Supply Chain" that among the top 20 automotive semiconductor industries, there is only one local enterprise company in my country, and 28 million vehicles are traded in China every year. In the market, the output value of China's automotive semiconductors accounts for less than 5% of the world's total, and the foreign import of some important parts exceeds 80% to 90%.
In 2019, the scale of the world's various automotive IC chip market is about 47.5 billion U.S. dollars, but the scale of the IC chip industry in my country's independent brand auto companies is less than 15 billion yuan, accounting for about 4.5% of the world. Compared with the proportion of my country's automobile manufacturing industry that accounts for more than 30% of the world market, there is indeed a lot of room for various types of automobile IC chips to catch up.
In the automobile manufacturing industry, BYD Auto can be said to have entered the semiconductor market earlier. As early as 2004, BYD Auto founded BYD Automotive Semiconductor Company, which has more than ten years of accumulation in the product development and production of IC chips. When most auto companies were facing a shortage of IC chips this time, BYD Auto stated that its IC chips can not only be self-sufficient, but also "supply other companies with a margin."
In 2005, BYD Auto formed a team and gradually began product development IGBT (Insulated Gate Bipolar Transistor). According to the statistics disclosed in September, the current total installed vehicles of IGBT-based automotive-grade power devices exceed 1 million. Since 2007, BYD Auto has also been conducting product research and development of automotive-grade MCUs at the same time. But other than that, my country has little to do in various types of automotive semiconductors. And it happens to be such a blank, making the capital’s olfactory nerves sharp again. According to the big data statistics of Tianyan Check, there are 53,238 IC chip companies applying for registration in 2019, and 59,793 in 2020, which is nearly the same as 2014. 5 times, nearly 100 times more than 10 years ago. In the previous August, the State Council issued the "Several New Regulations for Promoting the High-quality Development of the Integrated Circuit Industry and Software Industry in the New Era" (hereinafter referred to as the "New Regulations"). It is worth noting that, compared with the previous series of new regulations, this new regulation has the characteristics of more refined terms, wider coverage, longer time span, and more in line with the current integrated circuit laws.
In the United States on the other side of the ocean, the restrictions on our country have greatly stimulated the people's security nerves. It seems that suddenly, "IC chips" and "China's national fortune" are closely united. Who can think of the IC chip-this kind of precision component that integrates hundreds of millions of transistors in the millimeter square inch, this kind of silently in a hidden corner, the heart of the high-speed machine, the brain of computing, will become 2020 In the middle of the year, one of the hottest topics discussed by the people. Under the dual blessing of this capital and new regulations, various types of automotive IC chips have gradually received new start-ups to join.
During the 2019 World Artificial Intelligence Application Conference, AIIC chip manufacturer Horizon released the first automotive-grade AIIC chip-the second generation of the journey.
In March 2020, Changan Automobile released the smart car Changan UNI-T equipped with this IC chip.
In April 2020, Huawei, a foreign company from the United Nations, STMicroelectronics (ST), jointly participated in the development and design of IC chips, and gradually began to be known to the outside world. In addition to smart phones, the two parties will focus on the development and design of IC chips in various automotive fields such as autonomous driving. .
On May 8, 2020, GPUIP manufacturer Imagination and Beijing Automotive Industry Investment Co., Ltd. (BAIC) jointly participated in the signing of a joint venture agreement to establish various automotive fabless semiconductor companies. The main business is to design and manufacture automotive-grade semiconductor companies. IC chip (SoC), development and design related software and provide comprehensive support services, focusing on the development of application processors for autonomous driving and voice interaction IC chip products for smart cockpits.
On May 28, 2020, Xin Chi Technology released 9 series of various automotive IC chip products, covering three important applications of smart cockpit, smart driving, and central gateway. However, the company still did not disclose the details of its cooperative car factory, only that it first began to cooperate with my country's independent brands, and that all kinds of cars equipped with the company's first IC chip will be listed after the Spring Festival.
Any matter has two sides of things. A sudden epidemic broke any production plan, and the rapid recovery of my country's auto trading market has made the relationship between supply and demand tense. No one knows that the next opportunity is new. It is still a challenge, but there is no doubt that my country's chip industry chain has gradually formed under the dual promotion of the market and new regulations.
