As we all know, China's voice in the chip industry is very weak, from the upstream chip architecture and design, to the downstream chip manufacturing has no advantages. In the past three years, China has imported more than $300 billion in chips every year to meet domestic demand.
In particular, this round of global chip supply crisis has made all walks of life in China see the importance of chips to the industrialization of a country.
In terms of the automobile industry, it is the industry with the greatest loss in this round of chip supply crisis, including Ford, General Motors, Toyota, Tesla, etc. Auto giants have announced production cuts or production suspensions because of the lack of chips, and the chip supply chain of China's automotive industry is far inferior to these foreign giants.
BYD entered the automotive industry in 2003 and established a semiconductor chip division in 2004, focusing on the research and development of integrated circuits and automotive power devices. In the field of IGBT (automotive power semiconductors), BYD's market share reached 19%, second only to Infineon of Germany, ranking second in the world and first in China.
Last year, BYD spun off the semiconductor division to plan an independent listing, which was highly sought after by investors, and the market valuation reached 30 billion yuan. This shows how much attention a company with advanced vehicle-grade chip research and development capabilities is.
Now there is good news that after BYD, another Chinese automobile company has stepped forward and officially entered the chip industry, and the first shot is a 7nm-level advanced car specification chip.
This company is the leader of domestic car brands - Geely Automobile. According to the news of Geely Automobile, Geely's Core Engine Technology held a press conference and officially released the first domestic vehicle specification-level 7nm intelligent cockpit chip "Dragon Eagle One" independently developed and designed.
"Dragon Eagle One" was developed by more than 300 engineers for more than two years, and it is a one-time successful tape-out, achieving 24-hour full speed and 48-hour multi-core operating system running steadily. It has created a record of domestic chip companies in 7nm vehicle specification chips.
In terms of performance, the "Dragon Eagle No. 1" chip is manufactured by a 7nm process, which collects 8.8 billion transistors, equipped with an 8-core CPU and a 16-core GPU, and the measured performance exceeds that of similar foreign products.
According to Geely's plan, "Dragon Eagle One" will be mass-produced next year and mounted on the car as planned, achieving the first breakthrough of domestic chips in the field of high-end intelligent cockpits in automobiles.
To be sure, Geely's entry into the in-vehicle chip industry is a very wise decision. With the rapid development of new energy vehicles and automatic driving technology, on-board electronics are becoming more and more important in the automotive industry, in 2005, the cost of on-board electronics in a car was only 20%, and now the cost of on-board electronics has increased to more than 50%.
This is also an important factor in the determination of communications giant Huawei to enter the intelligent automotive industry, which contains trillion-level market opportunities in the next 10 years.
If you look forward to it, does Geely have the opportunity to cooperate with Huawei in the field of smart cars? In terms of the advantages of both sides, it is very based on cooperation.
First of all, Huawei has repeatedly stated that it will only be a supplier of parts for smart cars and will not build complete vehicles, which will not form a competitive relationship with Geely Automobile.
Secondly, Huawei's Intelligent Vehicle Solutions Division also has a layout in the field of intelligent cockpits. But Huawei lacks a supply chain of advanced chips. Now Geely Automobile has developed a 7nm car specification chip, and the two sides can carry out in-depth cooperation in the field of intelligent cockpit.
Geely provides Huawei with the "Dragon Eagle One" chip, and Huawei relies on its own advantages to develop an intelligent cockpit system based on the "Dragon Eagle One" chip, and then supplies it to Geely Automobile, forming a strategic cooperation of "you have me, I have you". What do you think about that?