According to the latest data, as of December 19, due to the shortage of chips, the cumulative production reduction of the global automobile market this year was 10.272 million units, of which the cumulative production reduction of the Chinese automobile market has reached 1.982 million units, accounting for 19.3% of the total production reduction.
It is understood that the lack of core in cars is due to the increasing demand for chips used in mobile phones and computers, and there are currently only a few companies in the world that have the ability to produce the latest nanotechnology chips, such as TSMC, Intel, Qualcomm, Samsung, etc. In recent times, semiconductor chip companies have shifted their production focus to the field of consumer electronics. On the other hand, under the continuous impact of the new crown pneumonia epidemic, the global semiconductor chip has aggravated the imbalance in supply, resulting in the current dilemma facing the automobile industry, and many car companies around the world have been forced to reduce production or stop production of new cars.
Some auto industry experts said that "electrification, intelligence, networking, sharing" has become an irreversible trend of change in the automotive industry, and under the new trend, chips are gradually becoming the most core components of intelligent cars. In the field of high-end intelligent electric vehicles in the future, the number of single-vehicle chips will increase several times to reach more than 3,000 pieces, and the proportion of automotive semiconductors in the cost of vehicle materials will increase from 4% in 2019 to 12% in 2025, and may be increased to 20% in 2030.
It can be said that a new round of automobile reform is bringing a huge incremental space to the automotive chip industry, of which automotive intelligence is particularly obvious for the improvement of the value of single-car chips.
Some media have reported that the national automotive semiconductor market will reach $47.6 billion in 2020, while the market share of the independent brand China Core will only account for 2%. The low degree of localization of China's automotive chips is directly related to the ultra-high design process technical threshold that it needs to have, and the independent chip is still in the learning and catching up stage.
The development of China's automotive chip industry also faces many problems, such as large R&D investment, slow results, and low returns, resulting in a lack of enthusiasm for increasing the design and production of automotive chips in the chip industry chain.
However, with the support of national policies, the overall planning of the government, and the close cooperation between the upstream and downstream of the industrial chain, the domestic chip industry is trying to find a way to break through, which is represented by SMIC, North Huachuang, Zhongwei Company and other enterprises, I believe that in the near future, the matter of being choked by the chip will become history.