The development of China's local car companies, in recent years, everyone has seen it, not only in the new energy vehicle market good cars frequently out, engines, batteries and other core technologies are often reported breakthroughs.
This makes many people can't help but imagine that it may not be long before domestic car brands can compete with some foreign car companies internationally.
However, just like some high-end industries, Chinese car companies currently rely on developed countries in some technologies and components.
Not long ago, the auto media "Snowball Core List" broke the news, and the United States began to investigate some Chinese car companies.
After this news came out, many people worried that the United States was going to do bad things again, and if it was not good, it would impose sanctions on Chinese car companies.
It should be known that in the first two years, the United States sanctioned Chinese mobile phone giants Huawei and ZTE, and the companies involved have suffered no small losses.
If the United States really wants to sanction Chinese car companies, where do Chinese car companies need to worry most?
It is reported that the us investigation involves three aspects, namely whether to use US technology and software, whether to use US equipment, and whether to use US raw materials.
In these three aspects, Chinese car companies and the United States also have some intersection.
EFI system
The EFI system is the key to controlling the concentration of the mixture, making the mixture in the cylinder burn completely, minimizing exhaust emissions and fuel consumption, and it can also improve the inflation efficiency of the engine and increase the power and torque of the engine.
The domestic EFI system market is mainly monopolized by Bosch in Germany, Delphi in the United States, and Denso in Japan. Among them, the market share of Bosch in Germany exceeds 60%, delphi in the United States accounts for about 15%, and the total proportion of local companies is only 5%.
If the United States imposes sanctions on Chinese car companies, the impact on the EFI system may not be too great, but it is obvious that imports from the other two will increase.
Interior and exterior trim parts
The design and manufacture of interior and exterior components of most domestic ride-hailing companies has the participation of several multinational parts giants such as Johnson Controls, Delphi, Vista and France Faurecia.
From door interiors, roof interiors, seats, dashboards, armrests, bumpers, lights, wipers, air conditioners to exterior components, these foreign companies touch almost every corner of the car's interior and exterior.
If this aspect is sanctioned by the United States, Chinese car companies can also increase cooperation with other countries, and compared with the high-end technology part of the car, the interior and exterior parts should not be so difficult to be independent.
chip
Chips are also very important for cars, car engine and transmission control systems, airbags, driver assistance systems, ABS, tire pressure control, power windows, lighting control, air conditioning systems, seat adjustment systems, multimedia entertainment systems, intelligent automatic parking... These are all related to chips, and "chips" can be said to be the nerves of cars.
Unfortunately, the United States has always been a giant in the chip field, and it also has an advantage in automotive chips. Many Chinese car companies have cooperated with AMERICAN chip giants.
Nio's main suppliers are Qualcomm and NVIDIA in the United States; the suppliers of ideal cars are Qualcomm and Texas Instruments; Great Wall Motors is the first Chinese car company to use Qualcomm's autonomous driving chips; BYD has used Qualcomm's 6125 (665) chips in 2021...
In general, if the United States wants to impose sanctions on Chinese car companies, the biggest impact will be on the chip side.
Write at the end
However, compared with the strength of the United States in mobile phone chips, in terms of automotive chips, Chinese car companies have not yet reached the point of powerlessness to resist, and can turn to strengthen cooperation with other countries.
In addition, such as BYD, Xiaopeng, etc. have made many breakthroughs in self-developed chips in recent years, and the dependence of domestic car companies on AMERICAN chips is getting lower and lower.
The United States wants to sanction Chinese car companies, I am afraid that it will have little effect.
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