The Chinese Academy of Social Sciences reported that the self-sufficiency rate of automotive chips in China is low, which is not conducive to long-term development

On December 15, the Institute of Industrial Economics of the Chinese Academy of Social Sciences, the Research Center for Industrial and Enterprise Competitiveness of the Chinese Academy of Social Sciences and the Social Science Literature Publishing House jointly released the "Industrial Blue Book: Report on China's Industrial Competitiveness (2021)" in Beijing. It is also the 10th book in the series.

On December 15, the Institute of Industrial Economics of the Chinese Academy of Social Sciences, the Research Center for Industrial and Enterprise Competitiveness of the Chinese Academy of Social Sciences and the Social Science Literature Publishing House jointly released the "Industrial Blue Book: Report on China's Industrial Competitiveness (2021)" in Beijing.

The Blue Book pointed out that the chip is one of the key factors driving the car safer, more efficient and more comfortable, and the competitiveness of the automotive chip industry determines the competitiveness of China's future automotive industry, and also reflects the overall competitiveness of China's chip industry to a certain extent. Judging from the global competitive situation in various segments of automotive chips and the competitive position of Chinese enterprises, The self-sufficiency rate of Automotive chips in China is low, which does not match the major auto countries.

The Blue Book cites data from the research agency Gartner Consulting Company in the United States to point out that china's global share of automotive semiconductors in 2019 is only 2.5%, which is extremely disproportionate to the proportion of 27.94% of China's automobile production.

From the specific situation of the automotive chip segmentation field: Chinese companies in the field of power semiconductors, especially the third generation of semiconductors to accelerate the layout, but from the perspective of market share, in the low-end diode and low-voltage MOSFET has certain advantages, but in the field of IGBT and other fields with a high level of technology, there is almost no market; in the MCU field, although there are also some new enterprises appearing, but the market share is extremely low; memory chips are basically monopolized by foreign giants, and domestic enterprises are gigabit innovation, Wanghong Semiconductor and Beijing Silicon Cheng launched a series of chips that can meet the current car storage needs, to a certain extent, can meet the needs of enterprise storage; analog chips emerge silicon Jie, Shengbang Micro, Si Ruipu, Core Sea Technology and other emerging enterprises, but due to the monopoly and user stickiness of traditional international giants, the market share of analog chips is also extremely low; in the field of sensors, China occupies a high market share in the field of traditional visual sensors, and ultrasonic radar, which is a traditional technology field, also has certain competitiveness. However, micro-wave radar is basically monopolized by foreign countries, and lidar and foreign countries are still on the same running line.

With the acceleration of enterprise industry innovation in recent years, China grasps the advantages of the new generation of information revolution and technological revolution, and is expected to obtain a "latecomer advantage" in the next generation of automobile industry. However, in the context of the United States suppressing China's high-tech industry, China's global mergers and acquisitions in the field of automotive chips are almost difficult to pass, and the procurement of key equipment and materials is greatly restricted, and the technical and commercial cooperation with leading enterprises is bound to be affected, which will directly affect the normal process of the development of China's automotive chip industry.

In addition, due to the impact of the new crown pneumonia epidemic, the increase in the stockpiling of downstream automobile manufacturers, the overload of fab production capacity and other factories, automotive chips have fallen into a serious shortage dilemma, which has greatly affected the safety and stability of the automobile manufacturing industry, especially the automotive industry in China's catch-up stage. From the end of 2020, Volkswagen, Ford, Honda, Toyota, Fiat Chrysler, Nissan, Daimler, GM, Volvo and other automakers have successively announced production cuts or short-term suspensions due to insufficient chip supply, and domestic automakers such as Weilai have also announced production cuts.

The Blue Book emphasizes that although the "chip famine" will have a certain degree of impact on global auto manufacturers, because China has become the world's largest automobile manufacturing and consumption country, the low self-sufficiency rate on automobile chips will further encroach on the profits of China's automobile manufacturing industry, and even directly affect the innovative development of the automobile industry, which is not conducive to the long-term development of the automobile industry and the chip industry.

[Reporter] Wang Shikun

【Author】 Wang Shikun

【Source】 Southern Press Media Group South + client