Improving the self -sufficient ability of vehicle chips is urgent

Affected by the lack of chip supply, it is rumored that the North-South Volkswagen has recently been suspended. Although Volkswagen Group (China) has explained publicly, this is only short-term supply tightness, and there is no serious rumor in the situation. It has carried out coordination with the headquarters and related suppliers, but this has not completely dispelled the public’s doubts.

Specifically, the chip shortage is mainly divided into two categories, one is the MCU (micro-control unit) applied to the ESP (electronic stability control system). In the Chinese market, models of more than 100,000 yuan, especially mid -to -high-end models, are equipped with ESP. It is part of the car’s active safety system and can play a role in non-slip. The other is the MCU in the ECU (electronic control module). ECU is widely used in various control systems, and is described as “driving computers”.

According to reports, the risk of disconnection of the chip also affected other joint venture car companies. Although the China Automobile Industry Association also stated that short-term supply and demand imbalances will gradually alleviate over time and will not have a great impact on the automotive industry. However, the lack of chips has caused some enterprises to stop production. This is the first time in the automotive industry. I think it is necessary to attach enough attention.

As a car’s brain, the importance of chips is self-evident. Earlier, people were just worried about the chip supplier of independent car companies. In the case of effectively controlling the domestic epidemic and normal production, the joint venture car company experienced a chip-breaking crisis. This is somewhat excessive beyond everyone’s imagination.

Many analysts believe that the reason why the car chip is short is due to the impact of the new crown pneumonia epidemic situation. The larger overseas crystals and seal testing plants have successively announced the suspension of production. Essence At the same time, the recovery of the Chinese automobile market has further promoted the growth of chip demand, leading to the risk of interruption of some car production.

In addition, under the promotion of 5G technology, the demand for chips in the consumer electronics field this year is rapidly increasing, and chip production capacity has encountered challenges, seizing the capacity of some car chips. Therefore, there was ridicule in the industry that “the mobile phone industry fought and the automobile industry suffered.”

It should be said that this analysis all makes sense. However, from a deeper perspective, it is still that my country’s automotive chip supply chain is too dependent on overseas markets. The key core technologies of the chip have “hollow” so that the chip’s self-sufficiency ability is seriously insufficient.

According to data from the China Automobile Chip Industry Innovation Strategic Alliance, the scale of my country’s independent automotive chip industry in 2019 accounted for only 4.5%of the world’s global, while my country’s automotive chip import rate exceeds 90%, advanced sensors, vehicle networks, three -power systems, chassis electrical control, ADAS (Advision Senior Driving Auxiliary System), Autonomous Driving and other key system chips overly depend on imports. For example, electric vehicles are second only to the IGBT (insulated grid bipolar crystal tube) of the power battery. More than 98%need to be imported from abroad, and the price is 1.2 times to 1.8 times foreign abroad. Foreign companies such as Yingfei, Ruisa, Ansonami, Fairy, Toshiba, etc. have controlled more than 80 % of the world’s IGBT market share.

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With the increasing degree of intelligence and connectivity of automobiles, the use of chips has also increased sharply, and the importance of chips is even more prominent. Under the new development pattern, how to accelerate the self-sufficient ability of vehicle chips through science and technology, to accelerate the self-sufficiency of vehicle chips, and avoid the risk of a “stuck neck”.