Throughout 2021, it was thought that the auto market could return to normal, but the sudden "lack of core" in the industry once again hit the momentum. This directly leads to the production capacity of many models affected, car companies have announced one after another to stop production, less cars, market demand has not changed, naturally the price is high, so we can see that the average price of cars this year is higher than before, especially some of the most popular brands and models in the market, not only recycling discounts, but also need to add more boutique decoration to pick up the car, which is definitely not a good news for consumers.
Our country's chip manufacturing industry has always been at a disadvantage, so the car companies' car rules chips are generally purchased on a large scale through imports, which is very passive, after all, people can't guarantee that they are enough, even if there is excess production capacity to allocate to you, and what is more disgusting is that some overseas car companies see that your models are selling particularly well, often reducing the supply of parts, so that you have no car to build, thus seizing this blank market. So the question is, can't the domestic development of its own chip?
In fact, the difficulty of car chip research and development is no less than that of the chip on the smart phone, which requires a lot of time, energy and money to invest, and the research results are likely to be inferior to the mature chips imported overseas, this kind of loss-making business is naturally very few car companies willing to do, which further exacerbates the domestic chip industry's generally low enthusiasm.
Of course, this kind of high-tech technology can not always be in the hands of others, after all, the lineup of domestic new energy vehicles now has a high influence in the world, which is a threat to the market share of overseas traditional car companies, which will have great restrictions on the future development of the domestic automobile industry.
However, the reality is that the domestic really can not make this level of car rules chip, on the one hand, because of patent reasons, like this technology content is particularly high, I have no products, developers will naturally register patents, to prevent others from copying profits. This situation also occurs in the field of AT gearboxes, which is why independent brands use dual-clutch transmissions, which is to avoid patent costs.
In addition, assuming that you can bypass patents and create your own platform architecture from scratch, the effect is also lackluster. Because there is no software manufacturer to adapt for you, there is a set of systems but no software that can be used, which is equivalent to a white ride, and consumers will not choose your model.
And as the level of assisted driving is getting higher and higher, the performance of the car chip is also very related, in general, the better the process of the chip, the stronger the performance, after all, the number of transistors that can be accommodated here is also more. Now that the chip process on the mobile phone is 5nm, there is news that TSMC will produce 3nm chips in the second half of this year, when the performance is another major leap. In contrast, in China, it is now generally 90nm-level chips, and the highest level is only 28nm, which is much lower than the level of foreign semiconductor manufacturing. There is news that overseas has approved China's purchase of 14nm lithography machines, and the domestic semiconductor industry may improve at that time.
In addition, the lithography machine is not to say that it is built, because a lithography machine has more than one country involved in the development, and some of the cutting-edge technologies of these manufacturers are not open to the public, so no one can rely on their own strength to develop the lithography machine.
Of course, there are still car companies in this area in advance to pave the way, such as BYD in 2007 began to enter the semiconductor field, after more than ten years of step-by-step development, now BYD can already produce a part of the chip, the degree of external dependence effectively reduced.
summary
The automobile market is moving towards intelligence, which is indispensable to the support of the car specification chip, and now the car companies will pay attention to this aspect accordingly, with time and money investment, we are likely to break through the blockade in the future.