Now the output value of the global chip market is about 500 billion US dollars a year, and the automobile chip accounts for about 10% of almost 50 billion US dollars. The rapid development of smart cars has a higher and higher demand for chips, the number of chips in a car of traditional cars is about 500, while a smart car needs more than 2,000 chips, an increase of more than 4 times. Traditional automotive semiconductors and other related products account for about 5% of the total vehicle cost, and now high-end intelligent automotive semiconductors and other related raw material costs account for 20%, so this is the main reason why the supply of chips is so tight now, especially under the new crown epidemic.
The European Union, the United States and China are all investing heavily in the chip industry, focusing on the same object, but the goals are not the same. The European Union introduced the chip bill, the main goal is to maintain the evolution of traditional cars to smart cars, chips are the basis of smart cars, if the chip is gone, it means that the future automotive industry in the EU is completely in decline. For americans, if there is no chip, then americans have completely lost control of the global high-tech industry. For Chinese, if they cannot control the chip, they will never be able to adjust and upgrade the industrial structure, and they will always hover on the edge of middle income and cannot move forward. Therefore, the chip battle is particularly critical, for all countries can only win and can not lose.
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