Under the development trend of automobile electrification, network interconnection and intelligence, the performance and consumption demand of automobile semiconductor have increased greatly, which has promoted the rapid development of automobile semiconductor market from the application level and become one of the fastest growing market segments. However, the wave of automobile core shortage, which started after the COVID-19 pandemic, has spread around the world and severely impacted the automobile industry, causing automakers to reduce production and stop production to varying degrees.
However, the crisis also brings opportunities for the development of China's automotive semiconductor industry, and the key lies in how to grasp. In the sixteenth session of "Chinese core" IC industry to promote the conference held on semiconductor peak BBS "car", the national new energy automotive technology innovation center, deputy general manager, vice secretary of China auto chip industry innovation strategy alliance Zou Guangcai in automotive industry development and chip shortage, thetime "contradictions, analyzes the reasons, The practice and thinking of ecological construction of automotive chip industry were shared.
After the development of recent years, China's automobile industry has ushered in rapid changes, especially new energy and intelligent vehicles ushered in the golden period of development. From 2015 to 2020, the global compound annual growth rate of new energy vehicles exceeded 40%, and China's annual output of new energy vehicles accounted for more than half of the world. Thanks to policies, markets and technologies, as well as energy conservation and emission reduction, all countries attach great importance to the development of new energy vehicles. In the future, its penetration rate will be further accelerated, and the development space is huge. The forecast shows that China's production and sales of new energy vehicles will reach 5 million in 2022, achieving the 2025 target in advance.
Automotive chip industry barriers are relatively high, chips must go through quality management, functional safety and information security standards testing and certification, and then can enter the industrial chain application. Typically, a chip takes two years to develop and another two years to get certified, making the barriers to entry very high. Even if it enters the industrial chain, it still needs a 5-10 year supply cycle. Therefore, under strict technical standards and long supply cycle, chip enterprises, automotive electronics manufacturers and vehicle enterprises have formed a strongly bound supply chain, with high industry barriers and stable cooperation pattern.
The international automotive chip enterprises and the upstream and downstream of the industrial chain adopt the way of industrial alliance to form a community of interests through long-term cooperation, so as to establish a relatively stable cooperative mechanism of benefit sharing and win-win cooperation. Domestic is also emulating the international mature practice, trying to take the road of industrial alliance.
China's auto industry is developing fast, but there is still a big gap. Only with the joint efforts of domestic upstream and downstream enterprises, chip, automobile, universities and industry organizations can China's automotive chip industry ecology be built as soon as possible and the world's innovation highland of automotive chip can be built.
